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Rafael Bonardell
  • Rafael Bonardell

SOLARIA: 2Q’25 RESULTS (ANÁLISIS BANCO SABADELL)

2Q'25 vs. 2Q'24 Results Sales: € 74.13 M (+50.4% vs. +11.1% BS(e)); EBITDA: € 66.15 M (+55.5% vs. +9.4% BS(e)); 1H'25 vs. 1H'24 Results Sales: € 155.1 M (+58.5% vs. +38.7% BS(e)); EBITDA: € 140.1 M (+66.1% vs. +42.9% BS(e));

Rafael Bonardell
  • Rafael Bonardell

SOLARIA: RDOS. 2T’25 (ANÁLISIS BANCO SABADELL)

Rdos. 2T'25 vs 2T'24: Ventas: 74,13 M euros (+50,4% vs +11,1% BS(e)); EBITDA: 66,15 M euros (+55,5% vs +9,4% BS(e)). Rdos. 1S'25 vs 1S'24: Ventas: 155,1 M euros (+58,5% vs +38,7% BS(e)); EBITDA: 140,1 M euros (+66,1% vs +42,9% BS(e)).

Research Department
  • Research Department

IBERIAN DAILY 30 SEPTEMBER (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: AEDAS HOMES, NEINOR HOMES, ROVI. Stock markets continue to climb despite uncertainties European stock markets saw slight gains, with all eyes on the risk of a US shutdown (that could start on 01/10, the first day of 2026 fiscal year) and the Fed’s rate cut pattern. Thus, in the STOXX 600, the best-performing sectors were Basic Resources and Consumer Goods whereas Energy (Brent crude slid around -3.0% yesterday) and Banks suffered the biggest drops. On the macro side, in Spain, S...

Andreas Riemann
  • Andreas Riemann
Florent Laroche-Joubert ... (+3)
  • Florent Laroche-Joubert
  • Roy Külter
  • Steven Boumans

ODDO : From caution to confidence, feedback from EPRA Conference in St...

Last week’s EPRA conference provided cautious optimism on listed European real estate. The segment offers a mix of risks and opportunities, with discounted valuations presenting attractive entry points. We downgrade Care Property Invest (Underperform vs Neutral, TP €12 vs €13.5); we lower our TPs for British Land, Landsec, Shurgard, and Xior Student Housing; we raise our TPs for URW, Wereldhave and VGP. In conclusion we favour logistics, retail, Spain, and CEE for growth, and Switzerland remains...

Roy Külter ... (+2)
  • Roy Külter
  • Steven Boumans
Roy Külter ... (+2)
  • Roy Külter
  • Steven Boumans
Emira Sagaama ... (+3)
  • Emira Sagaama
  • Hela Zarrouk
  • Oliver Metzger
Konrad Zomer
  • Konrad Zomer
Emira Sagaama ... (+3)
  • Emira Sagaama
  • Hela Zarrouk
  • Oliver Metzger
Konrad Zomer
  • Konrad Zomer

Daimler Truck : Sustainability Weekly 8 - 12 September 2025

Last week, we published a report in which we propose ideas on the theme of sustainable sovereignty. Technip Energies signed an agreement to acquire the Advanced Materials & Catalysts business of Ecovyst Inc, a global leader in specialty catalysts and advanced materials. The IEA is expected to reintroduce its slow transition scenario, ‘Current Policies’, in its next World Energy Outlook, probably under pressure from the Trump administration. German Chancellor Merz has hinted at a slowdown in the ...

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