reports
- 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
- 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...
- Luis de Toledo Heras
- Research Department
INFORME DIARIO 23 JULIO + RDOS. ESPAÑA Y EUROPA 2T’25. IDEAS DESTACADA...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AMPER, ENCE, FCC, IBERDROLA, INDRA, GLOBAL DOMINION, METROVACESA. EUROPA: NOKIA, SAP, 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. Trump anuncia un acuerdo comercial con Japón A excepción del Ibex, que se mantuvo plano, nueva jorn...
- Research Department
IBERIAN DAILY 23 JULY + 2Q’25 RESULTS. HIGHLIGHTS AND REST OF PREVIEWS...
NEWS SUMMARY: AMPER, ENCE, FCC, IBERDROLA, INDRA, 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 2Q’25 results to be released over the coming days in Spain. AMPER, ENCE, FCC, IBERDROLA, INDRA, GLOBAL DOMINION, METROVACESA. D. Trump announces new trade agreement with Japan With the exception of the Ibex, which remained flat, it was a new session of d...
- ING Helpdesk
Benelux Morning Notes
Akzo Nobel: FX drives 2Q25 miss and FY guidance cut. dsm-firmenich: Givaudan 1H25 results. Exor: In talks over Iveco sale. Lotus Bakeries: Peer Lindt & Sprüngli 1H25 results. Proximus: CpaaS peer Sinch 2Q25 results hurt by FX. Signify: 2Q25 Preview, challenges ahead. Var Energi: Promising continuation of dividend. Vopak: Continued story. Wereldhave: Strong operational results, positive market tone, guidance raised. Events Calendar
Elis: Disclosure of trading in own shares occured from July 14 to July...
Elis: Disclosure of trading in own shares occured from July 14 to July 18, 2025 Disclosure of trading in own shares occurred from July 14 to July 18, 2025 Saint-Cloud, July 21, 2025 In accordance with the regulations on share buybacks, in particular Regulation (EU) 2016/1052, Elis hereby declares the purchases of its own shares made from July 14 to July 18, 2025 under the buyback program authorized by the 24th resolution of the General Shareholders' Meeting of May 22, 2025 and announced on March 6, 2025: Aggregated presentation: Issuer nameIssuer code(LEI) Transaction dateISIN CodeDaily ...
Elis : Déclaration des transactions sur actions propres du 14 juillet ...
Elis : Déclaration des transactions sur actions propres du 14 juillet au 18 juillet 2025 Déclaration des transactions sur actions propres réalisées du 14 juillet au 18 juillet 2025 Saint-Cloud, le 21 juillet 2025 Conformément à la réglementation relative aux rachats d’actions, notamment le Règlement (UE) 2016/1052, Elis déclare ci-après les achats d’actions propres réalisés du 14 juillet 2025 au 18 juillet 2025 dans le cadre du programme de rachat autorisé par la 24ème résolution du l’assemblée générale des actionnaires du 22 mai 2025 et annoncé le 6 mars 2025 : Présentation agré...
Elis: Disclosure of trading in own shares occured from July 7 to July ...
Elis: Disclosure of trading in own shares occured from July 7 to July 11, 2025 Disclosure of trading in own shares occurred from July 7 to July 11, 2025 Saint-Cloud, July 15, 2025 In accordance with the regulations on share buybacks, in particular Regulation (EU) 2016/1052, Elis hereby declares the purchases of its own shares made from July 7 to July 11, 2025 under the buyback program authorized by the 24th resolution of the General Shareholders' Meeting of May 22, 2025 and announced on March 6, 2025: Aggregated presentation: Issuer nameIssuer code(LEI) Transaction dateISIN CodeDaily tot...
Elis : Déclaration des transactions sur actions propres du 7 juillet a...
Elis : Déclaration des transactions sur actions propres du 7 juillet au 11 juillet 2025 Déclaration des transactions sur actions propres réalisées du 7 juillet au 11 juillet 2025 Saint-Cloud, le 15 juillet 2025 Conformément à la réglementation relative aux rachats d’actions, notamment le Règlement (UE) 2016/1052, Elis déclare ci-après les achats d’actions propres réalisés du 7 juillet 2025 au 11 juillet 2025 dans le cadre du programme de rachat autorisé par la 24ème résolution du l’assemblée générale des actionnaires du 22 mai 2025 et annoncé le 6 mars 2025 : Présentation agrégée...
- Christophe Chaput
- ING Helpdesk
- Christophe Chaput
- Thijs Berkelder
Elis: Half-yearly report relative to the liquidity contract as of 30 J...
Elis: Half-yearly report relative to the liquidity contract as of 30 June 2025 Half-yearly report relative to the liquidity contract Under the liquidity contract entered between Elis and Oddo BHF (Group Natixis), the following resources appeared on the liquidity account on June 30th, 2025: 48,767 shares €4,740,871 In the 1st half of 2025, the following resources were traded: On buy side, 1,508,913 shares for €32,258,758 (6,124 executions)On sell side, 1,644,536 shares for €35,467,806 (5,913 executions) As a reminder: 1) The following resources appeared on the last half year statemen...
Elis : Bilan semestriel du contrat de liquidité au 30 juin 2025
Elis : Bilan semestriel du contrat de liquidité au 30 juin 2025 Bilan semestriel du contrat de liquidité Au titre du contrat de liquidité confié par Elis à Oddo BHF (groupe Natixis), à la date du 30 juin 2025, les moyens suivants figuraient sur le compte de liquidité : 48 767 titres 4 740 871€ Au cours du 1er semestre 2025, il a été négocié : A l'achat, 1 508 913 titres, pour un montant de 32 258 758€ (6 124 transactions)A la vente, 1 644 536 titres, pour un montant de 35 467 806€ (5 913 transactions) Il est rappelé que : 1) Lors du précédent bilan semestriel au 31 décembre 2024, le...
Elis: Disclosure of trading in own shares occured from June 30 to July...
Elis: Disclosure of trading in own shares occured from June 30 to July 4, 2025 Disclosure of trading in own shares occurred from June 30 to July 4, 2025 Saint-Cloud, July 7, 2025 In accordance with the regulations on share buybacks, in particular Regulation (EU) 2016/1052, Elis hereby declares the purchases of its own shares made from June 30 to July 4, 2025 under the buyback program authorized by the 24th resolution of the General Shareholders' Meeting of May 22, 2025 and announced on March 6, 2025: Aggregated presentation: Issuer name Issuer code(LEI) Transaction date ISI...
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.