COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACCIONA, ACCIONA ENERGÍA, VISCOFAN. EUROPA: ENI, SAP, UNICREDIT, VINCI. 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. 1T’26 que se publicarán en España y Europa en los próximos días. Vuelve el castigo al software Las bolsas europeas terminaron con ligeras caídas, más influidas por la situación geopolítica ...
NEWS SUMMARY: ACCIONA, ACCIONA ENERGÍA, 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 1Q’26 results to be released over the coming days in Spain. New corrections in software European stock markets ended with slight correction, particularly explained by the geopolitical situation rather than by the good earnings season. In this regard, Iran opposes to negotiate as l...
The current context heralds a new period of uncertainty, but this will not undermine the growth cycle for utilities, marked by price normalisation, accelerating demand and the increasing complexity of the electricity system, due to the intermittency of renewables, congestion and the need for flexibility. In this context, selectivity is key, between players seeking profitable growth internationally and those waiting on their domestic market. We maintain our sector hierarchy in favour of earnings ...
Le contexte actuel ouvre une nouvelle période d’incertitude mais qui ne remettra pas en cause le cycle de croissance des Utilities, marqué par la normalisation des prix, l’accélération de la demande et la complexification accrue du système électrique, en raison de l’intermittence des renouvelables, des congestions et du besoin de flexibilité. Dans ce contexte, la sélectivité est déterminante, entre les acteurs qui cherchent la croissance rentable à l’international et ceux qui patientent sur leur...
Three Directors at Acciona SA sold 4,458 shares at between 225.000EUR and 244.000EUR. 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 l...
4Q'25 vs. 4Q'24 Results Sales: € 315.12 M (+3.1% vs. +0.1% BS(e) and +2.2% consensus); EBITDA: € 71.75 M (-9.1% vs. +0.7% BS(e) and -2.3% consensus). FY2025 vs. FY2024 Results Sales: € 1.252 Bn (+4.0% vs. +3.2% BS(e) and +3.8% consensus); EBITDA: € 289.99 M (+1.6% vs. +4.3% BS(e) and +3.5% consensus).
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