reports
- Javier Esteban
UNICAJA: 2Q’25 RESULTS (ANÁLISIS BANCO SABADELL)
2Q'25 vs. 2Q'24: NII: € 374 M (-2.5% vs. -5% BS(e) and -5.3% consensus); Total Revenues: € 543 M (-0.2% vs. -2.5% BS(e) and -3.5% consensus); Operating Income: € 306 M (-4.5% vs. -8.1% BS(e) and -9.5% consensus); Net Profit: € 179 M (-2.5% vs. -8.7% BS(e) and -10.1% consensus). 2Q'25 vs. 1Q'25: NII: € 374 M (+1.5% vs. -1.2% BS(e) and -1.5% consensus); Total Revenues: € 543 M (+5.4% vs. +2.9% BS(e) and +1.9% consensus); Operating Income: € 306 M (+9.1% vs. +4.9% BS(e) and +3.4% consensus); Net Pr...
- Javier Esteban
UNICAJA: RDOS. 2T’25 (ANÁLISIS BANCO SABADELL)
Rdos. 2T'25 vs 2T'24: M. Intereses: 374 M euros (-2,5% vs -5% BS(e) y -5,3% consenso); M. Bruto: 543 M euros (-0,2% vs -2,5% BS(e) y -3,5% consenso); M. Neto: 306 M euros (-4,5% vs -8,1% BS(e) y -9,5% consenso); BDI: 179 M euros (-2,5% vs -8,7% BS(e) y -10,1% consenso). Rdos. 2T'25 vs 1T'25: M. Intereses: 374 M euros (+1,5% vs -1,2% BS(e) y -1,5% consenso); M. Bruto: 543 M euros (+5,4% vs +2,9% BS(e) y +1,9% consenso); M. Neto: 306 M euros (+9,1% vs +4,9% BS(e) y +3,4% consenso); BDI: 179 M eur...
- Research Department
INFORME DIARIO 29 JULIO + RDOS. ESPAÑA Y EUROPA 2T’25. IDEAS DESTACADA...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACCIONA, ACCIONA ENERGÍA, CAF, ENDESA, IBERDROLA, UNICAJA. EUROPA: AIR LIQUIDE, ESSILORLUXOTTICA, PHILIPS. Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 2T’25 que se publicarán en España y Europa en los próximos días. Tras el acuerdo… Europa termina en pérdidas La digestión del acuerdo comercial fue apagan...
- Research Department
IBERIAN DAILY 29 JULY + 2Q’25 RESULTS. HIGHLIGHTS AND REST OF PREVIEWS...
NEWS SUMMARY: ACCIONA, ACCIONA ENERGÍA, CAF, ENDESA, IBERDROLA, UNICAJA. At the end of today’s report, and during the entire results season, we will include a presentation with positive and negative results highlights and previews for the 2Q’25 results to be released over the coming days in Spain. After the agreement... losses in Europe With the digestions of the trade agreement, the initial gains for European stock markets turned into drops near -0.5%. Negotiations on microchips, pharma produ...
- Bruno Cavalier
- Jean Danjou
- Thomas Zlowodzki
NDX1 NORDEX SE
SOP SOPRA STERIA GROUP SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
EO FAURECIA SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
RBT ROBERTET SA
KER KERING SA
01913 PRADA S.P.A.
PAL PALFINGER AG
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
MDM MAISONS DU MONDE SA
SAB BANCO DE SABADELL SA
VK VALLOUREC SA
- Ahmed Ben Salem
- Bruno Cavalier
- Thomas Zlowodzki
MC LVMH MOET HENNESSY LOUIS VUITTON SE
COV COVIVIO SA
SK SEB SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
AGS AGEAS SA/NV
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
ENI ENI S.P.A.
VOW3 VOLKSWAGEN AG PREF
01913 PRADA S.P.A.
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
REY REPLY S.P.A.
BG BAWAG GROUP AG
RMV RIGHTMOVE PLC
8TRA TRATON SE
- Bruno Cavalier
- Jean Danjou
- Thomas Zlowodzki
NDX1 NORDEX SE
SOP SOPRA STERIA GROUP SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
EO FAURECIA SA
NXI NEXITY SA CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
RBT ROBERTET SA
KER KERING SA
01913 PRADA S.P.A.
PAL PALFINGER AG
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
MDM MAISONS DU MONDE SA
SAB BANCO DE SABADELL SA
VK VALLOUREC SA
- Ahmed Ben Salem
- Bruno Cavalier
- Thomas Zlowodzki
MC LVMH MOET HENNESSY LOUIS VUITTON SE
COV COVIVIO SA
SK SEB SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
AGS AGEAS SA/NV
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
ENI ENI S.P.A.
VOW3 VOLKSWAGEN AG PREF
01913 PRADA S.P.A.
NEM NEMETSCHEK SE
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
REY REPLY S.P.A.
BG BAWAG GROUP AG
RMV RIGHTMOVE PLC
8TRA TRATON SE
DSY DASSAULT SYSTEMES SA
- Jean Danjou
- Jean Danjou
Societe Generale: changes in share capital
Societe Generale: changes in share capital CHANGES IN SHARE CAPITAL Regulated Information Paris, 24 July 2025 Societe Generale announces that it has carried out a capital decrease through the cancellation of treasury shares and successfully completed a capital increase as part of the 32nd Global Employee Share Ownership Programme. Capital decrease through cancellation of treasury shares On 10 July 2025, the Board of Directors, upon authorization of the Extraordinary General Meeting of 22 May 2024, decided to reduce Societe Generale’s share capital by cancellation of 22,667,515 treasury...
Société Générale : modifications du capital social
Société Générale : modifications du capital social MODIFICATIONS DU CAPITAL SOCIALInformation réglementée Paris, le 24 juillet 2025 Société Générale annonce avoir réalisé une réduction de capital par annulation d’actions auto-détenues et finalisé avec succès une augmentation de capital dans le cadre du 32ème Plan Mondial d’Actionnariat Salarié. Réduction de capital par annulation d’actions auto-détenues Le 10 juillet 2025, le Conseil d’administration a, sur autorisation de l’Assemblée générale extraordinaire du 22 mai 2024, décidé de réduire le capital social de Société Générale par voi...
- Research Department
INFORME DIARIO 24 JULIO + RDOS. ESPAÑA Y EUROPA 2T’25. IDEAS DESTACADA...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACS, BANKINTER, CAF, COLONIAL, IBERDROLA, INDRA, REPSOL, ROVI, VIDRALA. EUROPA: BNP PARIBAS, DEUTSCHE TELEKOM, NOKIA, PERNOD RICARD, UNICREDIT. Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 2T’25 que se publicarán en España y Europa en los próximos días. Mayores esperanzas en las negociaciones comerciales ...
NOKIA NOKIA OYJ
DTE DEUTSCHE TELEKOM AG
REP REPSOL SA
VID VIDRALA SA
UCG ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
ACS ENCE ENERGIA Y CELULOSA SA
ENC LABORATORIOS FARMACEUTICOS ROVI S.A.
ROVI INDRA SISTEMAS S.A. CLASS A
IDR PERNOD RICARD
UG UNICREDIT S.P.A.
UNCFF COLONIAL
- Olfa Taamallah
- Yan Derocles
EQNR EQUINOR ASA
RNO RENAULT SA
KPN ROYAL KPN NV
TKA TELEKOM AUSTRIA AG
HO THALES SA
LONN LONZA GROUP AG
GLE SOCIETE GENERALE S.A. CLASS A
RAND RANDSTAD NV
ALO ALSTOM SA
ASM ASM INTERNATIONAL N.V.
GAS NATURGY ENERGY GROUP S.A.
FCC FOMENTO DE CONSTRUCCIONES Y CONTRATAS S.A.
UCG UNICREDIT S.P.A.
IBE IBERDROLA SA
BRD BRD-GROUPE SOCIETE GENERALE
TLV BANCA TRANSILVANIA S.A.
VACN VAT GROUP AG
SAP SAP SE
BG BAWAG GROUP AG
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
AM DASSAULT AVIATION
STMN STRAUMANN HOLDING AG
- Olfa Taamallah
- Yan Derocles
EQNR EQUINOR ASA
RNO RENAULT SA
KPN ROYAL KPN NV
TKA TELEKOM AUSTRIA AG
HO THALES SA
LONN LONZA GROUP AG
GLE SOCIETE GENERALE S.A. CLASS A
RAND RANDSTAD NV
ALO ALSTOM SA
ASM ASM INTERNATIONAL N.V.
GAS NATURGY ENERGY GROUP S.A.
FCC FOMENTO DE CONSTRUCCIONES Y CONTRATAS S.A.
UCG UNICREDIT S.P.A.
IBE IBERDROLA SA
BRD BRD-GROUPE SOCIETE GENERALE
TLV BANCA TRANSILVANIA S.A.
VACN VAT GROUP AG
SAP SAP SE
BG BAWAG GROUP AG
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
AM DASSAULT AVIATION
STMN STRAUMANN HOLDING AG
- Emmanuel Matot
TEMN TEMENOS AG
DKSH DKSH HOLDING AG
SSAB A SSAB AB CLASS A
EXE EXEL INDUSTRIES SA
HCO HIGHCO SA
ABVX ABIVAX SA
SOI SOITEC SA
TIETO TIETOEVRY OYJ
ENC ENCE ENERGIA Y CELULOSA SA
LFDE LA FRANCAISE DE L'ENERGIE SA
BRD BRD-GROUPE SOCIETE GENERALE
TLV BANCA TRANSILVANIA S.A.
COPN COSMO PHARMACEUTICALS NV
FTG111 FLATEXDEGIRO AG
ALD ALD SA
MVC METROVACESA SA
RBO ROCHE BOBOIS INTERNATIONAL SAS
DSC1 DUTCH STAR C SHAR
VUL VULCAN ENERGY RESOURCES
- Emmanuel Matot
TEMN TEMENOS AG
DKSH DKSH HOLDING AG
SSAB A SSAB AB CLASS A
EXE EXEL INDUSTRIES SA
HCO HIGHCO SA
ABVX ABIVAX SA
SOI SOITEC SA
TIETO TIETOEVRY OYJ
ENC ENCE ENERGIA Y CELULOSA SA
LFDE LA FRANCAISE DE L'ENERGIE SA
BRD BRD-GROUPE SOCIETE GENERALE
TLV BANCA TRANSILVANIA S.A.
COPN COSMO PHARMACEUTICALS NV
FTG111 FLATEXDEGIRO AG
ALD ALD SA
MVC METROVACESA SA
RBO ROCHE BOBOIS INTERNATIONAL SAS
DSC1 DUTCH STAR C SHAR
VUL VULCAN ENERGY RESOURCES
- Andres Bolumburu
ENCE: 1H’25 RESULTS (ANÁLISIS BANCO SABADELL)
2Q'25 vs. 2Q'24 Results Sales: € 192.3 M (-21.4% vs. -21.9% BS(e) and -18.8% consensus); EBITDA: € 23.5 M (-64.1% vs. -63.2% BS(e) and -64.3% consensus); EBIT: € -1.5 M (€ 35.7 M in 1H'24 vs. € -1.9 M BS(e) and € -0.9 M consensus); Net Profit: € -9.3 M (€ 23.1 M in 1H'24 vs. € -8.5 M BS(e) and € -5.6 M consensus); 1H'25 vs. 1H'24 Results Sales: € 379.2 M (-15.5% vs. -15.7% BS(e) and -14.0% consensus); EBITDA: € 58.0 M (-42.5% vs. -41.9% BS(e) and -42.6% consensus); EBIT: € 10.0 M (-77.8% vs. -78...
- Andres Bolumburu
ENCE: RDOS. 1S’25 (ANÁLISIS BANCO SABADELL)
Rdos. 2T'25 vs 2T'24: Ventas: 192,3 M euros (-21,4% vs -21,9% BS(e) y -18,8% consenso); EBITDA: 23,5 M euros (-64,1% vs -63,2% BS(e) y -64,3% consenso); EBIT: -1,5 M euros (35,7 M euros en 1T'24 vs -1,9 M euros BS(e) y -0,9 M euros consenso); BDI: -9,3 M euros (23,1 M euros en 1T'24 vs -8,5 M euros BS(e) y -5,6 M euros consenso); Rdos. 1S'25 vs 1S'24: Ventas: 379,2 M euros (-15,5% vs -15,7% BS(e) y -14,0% consenso); EBITDA: 58,0 M euros (-42,5% vs -41,9% BS(e) y -42,6% consenso); EBIT: 10,0 M eu...
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