reports
Bankinter S.A.: 1 director
A director at Bankinter S.A. bought 25,440 shares at 7.860EUR and the significance rating of the trade was 70/100. 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...
- Research Department
INFORME DIARIO 17 SEPTIEMBRE (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: COLONIAL, IBERDROLA. EUROPA: AIRBUS, UNICREDIT. El BCE se muestra más cauto y el Ibex bate un nuevo máximo del año Las bolsas europeas cerraron a la baja acompañadas de comentarios más cautos desde el BCE. En el STOXX 600 los mayores avances fueron en Retail y Hogar mientras que Tecnología y Autos terminaron con las mayores correcciones. Por el lado macro, en la Eurozona los costes laborales y los salarios del 2T’24 se moderaron hasta el 4,7% y 4,5%...
- Research Department
IBERIAN DAILY 17 SEPTEMBER (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: COLONIAL, IBERDROLA. The ECB is more cautious European stock markets ended with corrections, with more cautious comments from the ECB. Thus, in the STOXX 600 Retail and Household led gains, whereas Technology and Autos posted the biggest drops. On the macro side, in the euro zone, the 2Q’24 labour costs and wages moderated to 4.7% and 4.5%, respectively (from 5.0% and 5.2% previously). From the ECB, the chief economist P. Lane was in favour of gradually easing the monetary restric...
- Research Department
IBERIAN DAILY 15 AUGUST (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: BANKINTER, COLONIAL. US inflation allows Fed to begin to gradually lower rates European stock markets reeled in their gains towards the end of the session, despite that fact that US inflation data for July paved the way for the Fed to begin to lower rates in September, although there is no hurry. However, the US technology sector was affected by the rumours that the Dept. of Justice would be considering the possibility of separating Alphabet’s (Google) businesses for antitrust rea...
- Research Department
INFORME DIARIO 15 AGOSTO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: BANKINTER, INMOBILIARIA COLONIAL. EUROPA: PROSUS La inflación americana de julio permite a la Fed empezar a bajar tipos gradualmente Las bolsas europeas moderaron tímidamente las ganancias hacia el cierre de la sesión a pesar de que la inflación de EE.UU. de julio dejó el camino libre a la Fed para empezar a bajar tipos en septiembre, aunque sin prisas. No obstante, pesaba sobre el sector tecnológico americano los rumores de que el Departamento de J...
- Alvaro del Pozo
- Ignacio Romero
COLONIAL: 1H'24 RESULTS (ANÁLISIS BANCO SABADELL)
2Q'24 vs. 2Q'23 Results Rental Revenues: € 95.0 M (+3.3% vs. -4.1% BS(e)); EBITDA: € 81.0 M (-0.5% vs. -1.1% BS(e)); Recurring EPS: € 0.08 (+1.4%); 1H'24 vs. 1H'23 Results Rental Revenues: € 192.0 M (+4.7% vs. +1.2% BS(e)); EBITDA: € 153.0 M (+0.4% vs. -0.1% BS(e)); Recurring EPS: € 0.16 (+5.6% vs. -0.7% BS(e));
- Ignacio Romero
COLONIAL: RDOS. 1S’24 (ANÁLISIS BANCO SABADELL)
Rdos. 2T'24 vs 2T'23: Ingresos por rentas: 95 M euros (+3,3% vs -4,1% BS(e)); EBITDA: 81 M euros (-0,5% vs -1,1% BS(e)); BPA recurrente: 0,08 euros (+1,4%). Rdos. 1S'24 vs 1S'23: Ingresos por rentas: 192 M euros (+4,7% vs +1,2% BS(e)); EBITDA: 153 M euros (+0,4% vs -0,1% BS(e)); BPA recurrente: 0,16 euros (+5,6% vs -0,7% BS(e)).
- Research Department
INFORME DIARIO 31 JULIO + RDOS. ESPAÑA Y EUROPA 2T’24. IDEAS DESTACADA...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CAIXABANK, COLONIAL, ENCE, FERROVIAL, GRIFOLS, OHLA, RED ELÉCTRICA, ROVI, TALGO, TELEFÓNICA, VISCOFAN. EUROPA: ADIDAS, AIRBUS, DANONE, L'ORÉAL, SAFRAN, SCHNEIDER. 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’24 que se publicarán en España y Europa en los próximos días. Rebote entre resultados empresar...
SU SCHNEIDER ELECTRIC SE
ADS ADIDAS AG
OR L'OREAL SA
SAF SAFRAN S.A.
AIR AIRBUS SE
OHL OBRASCON HUARTE LAIN SA
VIS VISCOFAN S.A.
ENC ENCE ENERGIA Y CELULOSA SA
CABK CAIXABANK SA
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
TLGO TALGO SA
FER FERROVIAL S.A.
TEF TELEFONICA SA
RE21 RED ELECTRICA CORP. S.A.
COL SM INMOBILIARIA COLONIAL (COL SM)
GRF SM GRIFOLS (GRF SM)
LUND-B L E LUNDBERGFORETAGEN AB
- Research Department
IBERIAN DAILY 31 JULY + 2Q’24 RESULTS. HIGHLIGHTS AND REST OF PREVIEWS...
NEWS SUMMARY: CAIXABANK, COLONIAL, ENCE, FERROVIAL, GRIFOLS, OHLA, REDEIA, ROVI, TALGO, TELEFÓNICA, VISCOFAN. 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’24 results to be released over the coming days in Spain. Rally amid business results There was a slight rally on the marked, marked more by the results presentations than by the cycle. In the STOXX 600, the best-perform...
- Benoit Valleaux
- Bruno Cavalier
- Steven Gould
DHL DHL GROUP
GALP GALP ENERGIA SGPS SA CLASS B
AAL ANGLO AMERICAN PLC
KNEBV KONE OYJ CLASS B
SLB.N SCHLUMBERGER NV
MC LVMH MOET HENNESSY LOUIS VUITTON SE
COV COVIVIO SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
SAND SANDVIK AB
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
SCHP SCHINDLER HOLDING AG PREF
RY4C RYANAIR HOLDINGS PLC
01913 PRADA S.P.A.
BKT BANKINTER SA
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
MERLIN MERLIN PROPERTIES SOCIMI S.A.
UMI UMICORE
EPI A EPIROC AB
ALIV SDB AUTOLIV INC.
- Benoit Valleaux
- Bruno Cavalier
- Steven Gould
DHL DHL GROUP
GALP GALP ENERGIA SGPS SA CLASS B
AAL ANGLO AMERICAN PLC
KNEBV KONE OYJ CLASS B
SLB.N SCHLUMBERGER NV
MC LVMH MOET HENNESSY LOUIS VUITTON SE
COV COVIVIO SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
SAND SANDVIK AB
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
SCHP SCHINDLER HOLDING AG PREF
RY4C RYANAIR HOLDINGS PLC
01913 PRADA S.P.A.
BKT BANKINTER SA
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
MERLIN MERLIN PROPERTIES SOCIMI S.A.
UMI UMICORE
EPI A EPIROC AB
ALIV SDB AUTOLIV INC.
- Benoit Valleaux
- Steven Gould
Bankinter : Q2 2024 results: still robust... still well valued!
>Confirmation of good commercial momentum, 2024 NII guidance upgraded - The group posted a robust performance in Q2 2024 with notably slightly higher net income than expected (+1% vs consensus at € 273m) and, more importantly, confirmation of a reassuring trend in underlying operations (NII, commissions, costs, cost of risk). Confirmation of good momentum in terms of commercial activity/trend that runs counter to the sector in Spain (lending +5% y-o-y at group level, ...
- Benoit Valleaux
- Steven Gould
Bankinter : T2 2024 : toujours solide … toujours bien valorisé !
>Confirmation d’une bonne dynamique commerciale, guidance 2024 NII améliorée - Le groupe délivre une copie solide au T2 2024 avec notamment un RN légèrement supérieur aux attentes (+1% vs cons à 273 M€) et surtout la confirmation d’une évolution rassurante sur l’opérationnel underlying (NII, commissions, coûts, CdR). La confirmation d’une bonne dynamique en matière d’activité commerciale/évolution à contre-courant vs secteur en Espagne (crédits +5% yoy au niveau group...
- Maissa Keskes
- Stephane Houri
- Maissa Keskes
- Stephane Houri
- Javier Esteban
- Javier Esteban
BANKINTER: RDOS. 2T’24 (ANÁLISIS BANCO SABADELL)
Rdos. 2T'24 vs 2T'23: M. Intereses: 582 M euros (+6,7% vs +5,7% BS(e) y +5,5% consenso); M. Bruto: 752 M euros (+13,6% vs +13,8% BS(e) y +11,9% consenso); M. Neto: 503 M euros (+17,1% vs +16,5% BS(e) y +14,4% consenso); BDI: 273 M euros (+16,9% vs +17,7% BS(e) y +15,4% consenso). Rdos. 2T'24 vs 1T'24: M. Intereses: 582 M euros (+0,9% vs -0,1% BS(e) y -0,3% consenso); M. Bruto: 752 M euros (+14,1% vs +14,4% BS(e) y +12,5% consenso); M. Neto: 503 M euros (+17,9% vs +17,3% BS(e) y +15,1% consenso);...
- Alvaro del Pozo
- Research Department
INFORME DIARIO 24 JUNIO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACERINOX, AENA, TALGO. EUROPA: PROSUS Las bolsas rebotan desde niveles de soporte A pesar de la incertidumbre política en Europa y las caídas en la sesión del viernes, las principales bolsas europeas consiguieron rebotar durante la semana desde niveles de soporte y terminar en positivo. Así, el Euro STOXX 50 se acercó a la referencia de los 4.900 puntos con avances cercanos al +1,00% mientras que el Ibex 35 se apoyó en el nivel de los 11.000 punto...
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