reports
Endesa Sa: 1 director
A director at Endesa Sa sold 1,446 shares at 17.140EUR and the significance rating of the trade was 52/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showin...
- Chaima Ferrandon
- Charlotte Vaisse
- Jean-Baptiste Rouphael
- Michael Foundoukidis
- Sven Edelfelt
LHN LAFARGEHOLCIM LTD.
BMW BAYERISCHE MOTOREN WERKE AG
1COV COVESTRO AG
GET GETLINK SE
VIE VEOLIA ENVIRONNEMENT SA
DGE DIAGEO PLC
RNO RENAULT SA
MTX MTU AERO ENGINES AG
FGR EIFFAGE SA
DAI DAIMLER AG
ADEN ADECCO GROUP AG
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
ELE ENDESA S.A.
GN GN STORE NORD A/S
VOW3 VOLKSWAGEN AG PREF
EDW EDP RENOVAVEIS SA
AMS AMADEUS IT GROUP SA CLASS A
KGX KION GROUP AG
ASRNL ASR NEDERLAND NV
MONC MONCLER SPA
PRY PRYSMIAN S.P.A.
WLN WORLDLINE SA
NN NN GROUP N.V.
MERLIN MERLIN PROPERTIES SOCIMI S.A.
ABI ANHEUSER-BUSCH INBEV SA/NV
ARGX ARGEN-X SE
STLA STELLANTIS N.V.
UMG UNIVERSAL MUSIC GROUP NV
SHUR SHURGARD SELF STORAGE LIMITED
UN0 UNIPER SE
- Chaima Ferrandon
- Charlotte Vaisse
- Jean-Baptiste Rouphael
- Michael Foundoukidis
- Sven Edelfelt
LHN LAFARGEHOLCIM LTD.
BMW BAYERISCHE MOTOREN WERKE AG
1COV COVESTRO AG
GET GETLINK SE
VIE VEOLIA ENVIRONNEMENT SA
DGE DIAGEO PLC
RNO RENAULT SA
MTX MTU AERO ENGINES AG
FGR EIFFAGE SA
DAI DAIMLER AG
ADEN ADECCO GROUP AG
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
ELE ENDESA S.A.
GN GN STORE NORD A/S
VOW3 VOLKSWAGEN AG PREF
EDW EDP RENOVAVEIS SA
AMS AMADEUS IT GROUP SA CLASS A
KGX KION GROUP AG
ASRNL ASR NEDERLAND NV
MONC MONCLER SPA
PRY PRYSMIAN S.P.A.
WLN WORLDLINE SA
NN NN GROUP N.V.
MERLIN MERLIN PROPERTIES SOCIMI S.A.
ABI ANHEUSER-BUSCH INBEV SA/NV
ARGX ARGEN-X SE
STLA STELLANTIS N.V.
UMG UNIVERSAL MUSIC GROUP NV
SHUR SHURGARD SELF STORAGE LIMITED
UN0 UNIPER SE
- Louis Boujard
- CFA
- Philippe Ourpatian
Endesa : Mixed bag in 2023, 2024 guidance confirmed, 2026 to watch out...
>Outperform rating and € 25.3 target price maintained - Endesa’s reported 2023 results fell short of our expectations and those of consensus. Adjusted for non-recurrent items, the 2023 performance is more in line with our expectations. The group confirmed the 2024 guidance set out in its latest strategic plan last November. While the market’s concerns look reasonable in view of the impact of lower wholesale electricity prices on the 2026 outlook, we would rather have ...
- Louis Boujard
- CFA
- Philippe Ourpatian
Endesa : Un 2023 contrasté, des guidances 2024 confirmées, un 2026 à s...
>Opinion Surperformance réitérée et OC 25.3 € inchangé - Les résultats 2023 publiés sont ressortis inférieurs à nos attentes et à celle du consensus. Retraité des éléments non récurrents, la performance 2023 ressort plus en ligne avec nos attentes. Le groupe a confirmé sa guidance 2024 telle qu’énoncée lors de son dernier opus stratégique en novembre 2023. Si les inquiétudes du marché sont légitimes au regard de l’impact de la baisse des prix de gros de l’électricité ...
- Virginia Romero
- Virginia Romero
ENDESA: FY2023 RESULTS (ANÁLISIS BANCO SABADELL)
4Q'23 vs. 4Q'22 Results EBITDA: € 424.0 M (-77.5% vs. -69.4% BS(e) and -53.4% consensus); Net Profit: € -331.0 M (€ 964.0 M in FY2022 vs. € -225.0 M BS(e) and € 154.0 M consensus); FY2023 vs. FY2022 Results EBITDA: € 3.777 Bn (-29.1% vs. -26.2% BS(e) and -20.5% consensus); Net Profit: € 742.0 M (-69.1% vs. -64.6% BS(e) and -48.8% consensus);
- Louis Boujard
- CFA
- Philippe Ourpatian
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 02/28/2024
Double materiality, climate transition plan, the value chain: the CSDR is set to revolutionise ESG reporting as of 2025. It should accelerate the sustainable transformation of the most committed companies and act as a weapon against greenwashing for the most reticent. The audit requirements guarantee a level of quality for data, but it will take several years before investors begin to reap all of the benefits. - ...
RNO RENAULT SA
ZURN ZURICH INSURANCE GROUP LTD
EN BOUYGUES SA
RXL REXEL SA
AGS AGEAS SA/NV
REE RED ELECTRICA CORP. SA
ELE ENDESA S.A.
UCB UCB S.A.
ASM ASM INTERNATIONAL N.V.
GAS NATURGY ENERGY GROUP S.A.
AENA AENA SME SA
WLN WORLDLINE SA
VOD VODAFONE GROUP PLC
CPR DAVIDE CAMPARI-MILANO N.V.
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
FER FERROVIAL SA
- Louis Boujard
- CFA
- Philippe Ourpatian
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 28/02/2024
Double matérialité, transition climat, chaîne de valeur : la CSRD va révolutionner le reporting ESG, dès 2025. Elle devrait accélérer la transformation des entreprises les plus engagées et servir d’arme anti-greenwashing à l’encontre des plus réticentes. Les exigences d’audit garantissent une certaine qualité des données, mais il faudra patienter quelques années pour que les investisseurs en tirent tous les bénéfices. - ...
RNO RENAULT SA
ZURN ZURICH INSURANCE GROUP LTD
EN BOUYGUES SA
RXL REXEL SA
AGS AGEAS SA/NV
REE RED ELECTRICA CORP. SA
ELE ENDESA S.A.
UCB UCB S.A.
ASM ASM INTERNATIONAL N.V.
GAS NATURGY ENERGY GROUP S.A.
EDW EDP RENOVAVEIS SA
AENA AENA SME SA
WLN WORLDLINE SA
VOD VODAFONE GROUP PLC
CPR DAVIDE CAMPARI-MILANO N.V.
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
FER FERROVIAL SA
UN0 UNIPER SE
- Louis Boujard
- CFA
- Philippe Ourpatian
Endesa : 2023 lower than expectations, but guidance 2024 unchanged
>2023 results lower than consensus - The company just released its 2023 figures which are lower than our expectations and the consensus affected by several one-offs. On a recurring base (EBITDA € 4.39bn), figures are almost in line with our forecasts, and operational performance was mainly driven by continuous recovery of the integrated business (generation and supply), even if gas margins are still affected by negative hedging and back to normal regulatory environmen...
- Louis Boujard
- CFA
- Philippe Ourpatian
Endesa : 2023 lower than expectations, but guidance 2024 unchanged
>2023 results lower than consensus - The company just released its 2023 figures which are lower than our expectations and the consensus affected by several one-offs. On a recurring base (EBITDA € 4.39bn), figures are almost in line with our forecasts, and operational performance was mainly driven by continuous recovery of the integrated business (generation and supply), even if gas margins are still affected by negative hedging and back to normal regulatory environmen...
- Virginia Romero
ENDESA: RDOS. 2023 (ANÁLISIS BANCO SABADELL)
Rdos. 4T'23 vs 4T'22: EBITDA: 424,0 M euros (-77,5% vs -69,4% BS(e) y -53,4% consenso); BDI: -331,0 M euros (890 M euros en 2022 vs -225,0 M euros BS(e) y 154,0 M euros consenso); Rdos. 2023 vs 2022: EBITDA: 3.777 M euros (-32% vs -26,2% BS(e) y -20,5% consenso); BDI: 742,0 M euros (-71% vs -64,6% BS(e) y -48,8% consenso);
- Research Department
INFORME DIARIO 28 FEBRERO + RDOS. ESPAÑA Y EUROPA 4T’23. IDEAS DESTACA...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACCIONA ENERGÍA, AENA, AMADEUS, CAF, ENDESA, FERROVIAL, GLOBAL DOMINION, METROVACESA. EUROPA: LINDE. 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 con los previews de Rdos. 4T’23 que se publicarán en España y Europa en los próximos días. El Ibex se descuelga Los índices europeos retomaron las subidas a excepción del Ibex, ...
- Research Department
IBERIAN DAILY 28 FEBRUARY + 4Q’23 RESULTS. HIGHLIGHTS AND REST OF PREV...
NEWS SUMMARY: ACCIONA ENERGÍA, AENA, AMADEUS, CAF, ENDESA, FERROVIAL, GLOBAL DOMINION, METROVACESA. 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 4Q’23 results to be released over the coming days in Spain. IBEX falls back European indices were back on the upward track except the IBEX which, penalised by the results campaign, was on the verge of falling below 10,100 points. In...
- Research Department
INFORME DIARIO 06 DICIEMBRE (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACS, ENDESA, FCC, IBERDROLA, SECTOR ELÉCTRICO. EUROPA: AIRBUS. El rally marca nuevos máximos Nuevas subidas en las bolsas europeas al calor de los estrechamientos en las curvas de deuda, que se centraron más en los comentarios dovish que en la mejoría de los datos, después de que. I. Schnabel, unos de los miembros más duros del BCE, declarara que los últimos datos de inflación hacen improbable otra subida de tipos. En el STOXX 600 lideró las gananc...
- Research Department
IBERIAN DAILY 06 DECEMBER (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: ACS, ELECTRICITY SECTOR, ENDESA, FCC, IBERDROLA. The rally hits new highs European stock markets saw new gains, with the debt curves tightening due mainly to the dovish comments rather than to the improvement of macroeconomic data after I. Schabel, one of the most hawkish ECB members, stated that with the latest inflation data an additional rate rise is unlikely. In the STOXX, Real Estate led gains, followed by Construction, whereas Basic Resources ended in negative territory and...
- Research Department
INFORME DIARIO 30 NOVIEMBRE (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACERINOX, BBVA, CELLNEX, CIE AUTOMOTIVE, ENDESA, GRIFOLS, OHLA. EUROPA: ASML. El Ibex consolida los 10.000 puntos Después de más de tres años y medio, el Ibex logró consolidar los 10.000 puntos en otra jornada de subidas y donde las rentabilidades soberanas continuaron estrechando. En el STOXX 600 la mayoría de los sectores cerró con ganancias, lideradas por Autos e Inmobiliario mientras que Energía y R. Básicos fueron los que más cayeron. Por el ...
- Research Department
IBERIAN DAILY 30 NOVEMBER (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: ACERINOX, BBVA, CELLNEX, CIE AUTOMOTIVE, ENDESA, GRIFOLS, OHLA. The IBEX consolidates 10,000 points After more than three and a half years, the IBEX managed to consolidate 10,000 points in another session of gains, with sovereign debt continuing to tighten. In the STOXX 600, most sectors closed with gains, led by Autos and Real Estate, whereas Energy and Basic Materials fell the most. On the macro side, in the euro zone, November’s economic confidence index rose slightly more th...
- Research Department
IBERIAN DAILY 27 NOVEMBER (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: ENDESA, UNICAJA, VISCOFAN. The week of Black Friday set the pace With the holiday in the US, the week was marked by a lower volume on global stock markets, the temporary ceasefire between Israel and Hamas and the volatility of crude oil prices after OPEC+ decided to postpone until 30 November its scheduled meeting due to disagreements on production levels and possible cuts in some African countries. With all this in mind, the Euro STOXX 50 ended the week up +0.66%, in line with t...
- Research Department
INFORME DIARIO 27 NOVIEMBRE (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ENDESA, UNICAJA, VISCOFAN. EUROPA: BAYER, UNICREDIT. La semana del Black Friday marcó el ritmo de las bolsas Con el festivo en EE.UU, la semana estuvo marcada por un menor volumen en los mercados, la tregua temporal entre Israel y Hamás y la volatilidad en el precio del crudo después de que la OPEP+ decidiera postergar al 30 nov’23 su reunión. Con todo, el Euro STOXX 50 concluyó la semana con avances del +0,66% en línea con el Dax mientras que el I...
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