ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 12/12/2025

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 12/12/2025

IBERIAN DAILY 12 DECEMBER (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: CELLNEX, FERROVIAL, GRUPO SANJOSE, REPSOL, TELEFÓNICA, VIDRALA. The Ibex near 17,000 points European stock markets climbed near 1% yesterday after the Fed’s rate cut and despite doubts surrounding the technology sector after the poor reception of Oracle’s results. In the STOXX 600, Construction (that rallied after being the worst-performing sector last Wednesday) and Leisure, closely followed by Banks led the gains whereas Utilities and Energy were almost the only sectors ending w...

INFORME DIARIO 12 DICIEMBRE (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CELLNEX, FERROVIAL, GRUPO SANJOSE, REPSOL, TELEFÓNICA, VIDRALA. EUROPA: BNP PARIBAS. El Ibex enfila los 17.000 puntos Las bolsas europeas avanzaron ayer cerca de un 1% tras la bajada de tipos por parte de la Fed y pese a las dudas en las tecnológicas tras la mala acogida de los resultados de Oracle. En el STOXX 600, los mejores sectores fueron Construcción (rebotó tras ser el miércoles el peor sector) y Ocio seguido de cerca por los Bancos mientras...

Vidrala : Chilean acquisition to accelerate top-line growth

VIDRALA: 9M’25 RESULTS (ANÁLISIS BANCO SABADELL)

3Q'25 vs. 3Q'24 Results Sales: € 374.3 M (-3.0% vs. -3.7% BS(e) and -3.0% consensus); EBITDA: € 112.8 M (+0.1% vs. -3.6% BS(e) and -3.3% consensus); Net Profit: € 57.4 M; 9M'25 vs. 9M'24 Results Sales: € 1.124 Bn (-7.6% vs. -7.8% BS(e) and -7.5% consensus); EBITDA: € 328.9 M (-2.6% vs. -3.8% BS(e) and -3.7% consensus); Net Profit: € 165.2 M;

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 10/29/2025

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 29/10/2025

Vidrala : Operating results in line, continued weakness in revenues

VIDRALA: RDOS. 9MESES’25 (ANÁLISIS BANCO SABADELL)

Rdos. 3T'25 vs 3T'24: Ventas: 374,3 M euros (-3,0% vs -3,7% BS(e) y -3,0% consenso); EBITDA: 112,8 M euros (+0,1% vs -3,6% BS(e) y -3,3% consenso); BDI: 57,4 M euros. Rdos. 9meses'25 vs 9meses'24: Ventas: 1.124 M euros (-7,6% vs -7,8% BS(e) y -7,5% consenso); EBITDA: 328,9 M euros (-2,6% vs -3,8% BS(e) y -3,7% consenso); BDI: 165,2 M euros.

IBERIAN DAILY 21 OCTOBER + 3Q’25 RESULTS. PREVIEWS (ANÁLISIS BANCO SAB...

NEWS SUMMARY: ENAGÁS, TELEFÓNICA, VIDRALA. 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 3Q’25 results to be released over the coming days in Spain. IBEX looking up at 16,000 points Following the strong session in Asia (Japan hit a new record high), the euphoria continued in Europe, which rose more than +1.3% thanks to the German DAX and the IBEX. In the STOXX 600, all the se...

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 10/17/2025

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 17/10/2025

Vidrala : Volume recovery expectations put to the test

Vidrala S.A.: 1 director

A director at Vidrala S.A. bought 10,000 shares at 96.000EUR and the significance rating of the trade was 100/100. 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...

VIDRALA: MENSAJES DE LA CONFERENCE CALL RDOS. 1S’25 (ANÁLISIS BANCO SA...

De la conference call de Rdos. 1S’25 destacamos los siguientes mensajes:

VIDRALA: 1H’25 RESULTS (ANÁLISIS BANCO SABADELL)

2Q'25 vs. 2Q'24 Results Sales: € 377.6 M (-8.1% vs. -5.6% BS(e)); EBITDA: € 111.5 M (-3.2% vs. -5.1% BS(e)); Net Profit: € 62.46 M (-8.7% vs. -20.5% BS(e)); 1H'25 vs. 1H'24 Results Sales: € 750.1 M (-9.7% vs. -8.4% BS(e)); EBITDA: € 216.1 M (-4.0% vs. -4.9% BS(e)); Net Profit: € 107.8 M (-10.8% vs. -17.5% BS(e));

Vidrala : Solid operating performance offsets demand weakness

VIDRALA: RDOS. 1S’25 (ANÁLISIS BANCO SABADELL)

Rdos. 2T'25 vs 2T'24: Ventas: 377,6 M euros (-8,1% vs -5,6% BS(e)); EBITDA: 111,5 M euros (-3,2% vs -5,1% BS(e)); BDI: 62,46 M euros (-8,7% vs -20,5% BS(e)). Rdos. 1S'25 vs 1S'24: Ventas: 750,1 M euros (-9,7% vs -8,4% BS(e)); EBITDA: 216,1 M euros (-4,0% vs -4,9% BS(e)); BDI: 107,8 M euros (-10,8% vs -17,5% BS(e)). L

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 ...