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Research Department
  • Research Department

INFORME DIARIO 13 FEBRERO + RDOS. ESPAÑA. IDEAS DESTACADAS Y PREVIEWS ...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: REPSOL, TELEFÓNICA. EUROPA: HERMÈS INT., L’ORÉAL, SAFRAN. 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. 4T’25 que se publicarán en España y Europa en los próximos días. Siguen las dudas sobre la rentabilidad de la IA Las bolsas europeas revertieron las ganancias en el tramo final de la sesión, presionadas...

Research Department
  • Research Department

IBERIAN DAILY 13 FEBRUARY + 4Q’25 RESULTS. HIGHLIGHTS AND REST OF PREV...

NEWS SUMMARY: REPSOL, TELEFÓNICA. 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 4Q’25 results to be released over the coming days in Spain. Doubts on AI profitability continue European stock markets reversed the gains at the end of the session, pressured by the uncertainty surrounding margins in the US tech sector (the Nasdaq fell -2.0%) and by sales in commodities and crypto...

Ben Harwood ... (+2)
  • Ben Harwood
  • Pierre FerraguÊ

Soitec 3FQ26: Correction lingers, now reflected in expectations; reco...

Soitec reported 3FQ26 last night and hosted its conference call this morning. See for our take.

Carole Braudeau
  • Carole Braudeau

Credit Morning 02/04/2026

Sappi: Very weak Q1 2025/26 and disappointing outlook, but liquidity remains satisfactory|ams OSRAM to sell its non-optical sensors for €570m|Santander announced strong 2025 results and the acquisition of a US bank for USD 12.2 bn.|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 04/02/2026

Sappi : T1 2025/26 très faible et perspectives décevantes, mais la liquidité tient|ams OSRAM va céder ses capteurs non optiques à Infineon pour 570 m EUR|Santander a annoncé de solides résultats 2025 et l’acquisition d’une banque US à 12.2 mds USD|

Emmanuel Matot
  • Emmanuel Matot
 PRESS RELEASE

SOITEC REPORTS Q3’26 REVENUE

SOITEC REPORTS Q3’26 REVENUE SOITEC REPORTS Q3’26 REVENUEFOCUS ON DISCIPLINED EXECUTION AS MARKET DYNAMICS REMAIN CONTRASTED Q3’26 revenue of €160m is up 18% at constant exchange rates and scope from Q2’26, above guidance, and down 29% year-on-year as reportedMaintaining cautious stance on market environment: strong dynamic in Artificial Intelligence offset by Automotive weakness and ongoing RF-SOI customer inventory correctionSoitec continues its actions to improve operational execution and cash generation, while maintaining selective investment in diversification for future profitable g...

 PRESS RELEASE

SOITEC PUBLIE SON CHIFFRE D’AFFAIRES T3’26

SOITEC PUBLIE SON CHIFFRE D’AFFAIRES T3’26 SOITEC PUBLIE SON CHIFFRE D’AFFAIRES T3’26FOCALISATION SUR LA DISCIPLINE D’EXÉCUTIONDANS UN ENVIRONNEMENT DE MARCHÉ TOUJOURS CONTRASTÉ Chiffre d’affaires de 160 M€ au T3'26, en hausse de 18 % à périmètre et taux de change constants par rapport au T2’26, au-dessus des objectifs, et en baisse de 29 % sur un an en données publiéesMaintien d’une approche prudente sur l’environnement de marché : la forte dynamique de l’Intelligence Artificielle est compensée par la faiblesse de l’Automobile et la poursuite de l’ajustement des stocks clients en RF-SOISo...

 PRESS RELEASE

INFORMATION RELATING TO THE TOTAL NUMBER OF VOTING RIGHTS AND SHARES F...

INFORMATION RELATING TO THE TOTAL NUMBER OF VOTING RIGHTS AND SHARES FORMING THE SHARE CAPITAL Bernin, on February 2, 2026   INFORMATION RELATING TO THE TOTAL NUMBER OF VOTING RIGHTS AND SHARES FORMING THE SHARE CAPITAL (Article L. 233-8 II of the French Commercial Code and article 223-16 of the General Regulation of the French financial markets authority (AMF)) Corporate name and address of the company: SOITECParc Technologique des Fontaines - Chemin des Franques 38190 Bernin (FRANCE) Statement dateTotal number of shares forming the share capitalTotal number of voting rights01/31/202635,...

 PRESS RELEASE

INFORMATION RELATIVE AU NOMBRE TOTAL DE DROITS DE VOTE ET D’ACTIONS CO...

INFORMATION RELATIVE AU NOMBRE TOTAL DE DROITS DE VOTE ET D’ACTIONS COMPOSANT LE CAPITAL SOCIAL Fait à Bernin, le 2 février 2026 INFORMATION RELATIVE AU NOMBRE TOTAL DE DROITS DE VOTE ET D’ACTIONS COMPOSANT LE CAPITAL SOCIAL (Article L. 233-8 II du Code du commerce et article 223-16 du Règlement Général de l’Autorité des Marchés Financiers) Dénomination sociale et adresse de la société : SOITEC  Parc Technologique des Fontaines - Chemin des Franques   38190 Bernin Date d’arrêté des informationsNombre d’actions composant le capital socialNombre total de droits de vote31/01/202635 772 015(1...

Research Department
  • Research Department

IBERIAN DAILY 02 FEBRUARY + 4Q’25 RESULTS. PREVIEWS (ANÁLISIS BANCO SA...

NEWS SUMMARY: FERROVIAL, NATURGY, REPSOL. 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 4Q’25 results to be released over the coming days in Spain. Ibex hits new record highs Last week was marked by the earnings season in both Europe and the US, and the geopolitical tensions between the US and Iran did not prevent the Ibex from hitting new record highs. In the STOXX 600, the ...

Research Department
  • Research Department

INFORME DIARIO 02 FEBRERO + RDOS. ESPAÑA Y EUROPA 4T’25. PREVIEWS (ANÁ...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: FERROVIAL, NATURGY, REPSOL. EUROPA: N/A. 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. 4T’25 que se publicarán en España y Europa en los próximos días. Nuevos máximos históricos del Ibex Semana marcada por la temporada de resultados y las tensiones geopolíticas entre EE.UU. e Irán lo que no impidió ver nu...

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