COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CELLNEX, ENDESA, NATURGY, SANTANDER, SECTOR ELÉCTRICO. 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. 3T’25 que se publicarán en España y Europa en los próximos días. Confianza en un acuerdo comercial Rebote en las bolsas europeas, confiadas en que EE.UU. y China seguirán negociando un acuerdo comercial. ...
ELE ha anticipado la finalización del segundo tramo del programa marco de recompra de acciones propias (17 M acciones, c. 1,6% capital, por un importe de 442 M euros) y aprueba el tercer tramo del programa, con un importe máximo de 500 M euros (c. 1,8% capital), sujeto a la aprobación en JGA.
The fifth ODDO BHF Iberian Forum was held virtually, gathering 62 Iberian issuers and close to 200 institutional investors, making it one of the largest dedicated Iberian conferences of the year. The event generated 47 feedbacks, 6 target price revisions (including 4 downgrades), and a rating downgrade for Ence. The main topics of discussion were the impact of US tariffs and a weak USD on industrial companies, concerns about final demand in Europe and the US, and the sustainability of Spain’s ec...
After a solid post-Covid profit rebound, Isuzu is once again navigating through troubled water: Its pick-up truck sales in Thailand have collapsed, the US sales situation is uncertain, and commercial vehicle sales in Asia are stagnating. Isuzu expects sales volumes will recover, and earnings will continue to benefit from further price hikes. Analyst Julie Boote is examining the truck maker’s prospects in light of increasing competition and rising geopolitical and macro-economic uncertainties.
Today, we are publishing the Autos section of our 28th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on Hyperscale & Cloud, Telecom Equipment, PCs, Enterprise IT, Foundry and Semicap Equipment. The auto semiconductor recovery is underway, with revenues up 4% QoQ ...
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