COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACCIONA, ACCIONA ENERGÍA, CAIXABANK, IAG, NATURGY, TELEFÓNICA. EUROPA: DEUTSCHE TELEKOM, ENI, SIEMENS. 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’24 que se publicarán en España y Europa en los próximos días. Las bolsas siguen de fiesta Nueva jornada de avances, con el Ibex liderando y consolidando má...
NEWS SUMMARY: ACCIONA, ACCIONA ENERGÍA, CAIXABANK, IAG, NATURGY, 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 1Q’24 results to be released over the coming days in Spain. Stock markets continue to rally It was a new session of gains, with the Ibex standing out and consolidating 2015 highs, and with sovereign yields tightening significantly after the US inflatio...
>Operating results in line, higher financial costs weigh on net profits - Results are in line with our estimates (EBITDA -2.3% y-o-y) reflecting a lower contribution from the domestic business due to the decrease in assets and opex remuneration and an increase in opex (core opex +1.6% y-o-y) and stable performance from the international business. Net results are additionally affected by higher financial expenses (2.8% vs 2.4% in Q1 2023) and unfavourable exchange rate...
>Q2 2024 economic sales +1% y-o-y, in line with our forecast - Economic sales in Q2 (January-March 2024) were up 1% y-o-y to € 441m. This evolution is exclusively organic as the scope effect from recent acquisitions is now over and is broadly aligned with our estimate (-1pp) and the consensus (+1pp). Economic sales were solid in Iberia (+3% y-o-y) helped by a strong tobacco (+11% y-o-y), pharma (+8% y-o-y) and others contribution (+8%) that offset the soft transport ...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACCIONA, ACCIONA ENERGÍA, CAF, CELLNEX, IBERDROLA, FERROVIAL, ROVI. EUROPA: AIRBUS, DEUTSCHE TELEKOM, SAFRAN, 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’24 que se publicarán en España y Europa en los próximos días. Los resultados y la macro lastran las bolsas Tras tres días de ganancias, los r...
NEWS SUMMARY: ACCIONA, ELECTRICITY SECTOR, NATURGY. Geopolitical risk and US macro condition risk assets The end of the week was conditioned by a movement of risk aversion due to the rising tensions between Israel and Iran although at the end of the week, the EuroSTOXX 50 managed to moderate drops to slightly more than -1%, with the IBEX slid -1.5%. Last week drops were moderate although the DAX/CAC slid -0.6%. Within the STOXX 600 sectors, Energy and Basic Materials led the weekly gains, with ...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACCIONA, NATURGY, SECTOR ELÉCTRICO. El riesgo geopolítico y la macro americana condiciona los activos de riesgo El final de la semana se vio condicionado por un movimiento de aversión al riesgo ante el incremento de las tensiones entre Israel-Irán, aunque hacia el final de la sesión el Euro Stoxx 50 logró moderar las caídas hasta poco más de un -1,0% y el Ibex 35 se dejó un -1,5%. En la semana las caídas terminaron siendo muy modestas aunque destac...
A director at Sonae SGPS S.A. bought 564,643 shares at 0.886EUR and the significance rating of the trade was 68/100. 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 clear...
NEWS SUMMARY: ACCIONA, FERROVIAL, GRIFOLS, SACYR, TALGO, UNICAJA. Consolidating levels Positive session on both sides of the Atlantic, with macro data continuing to improve and with the IBEX standing out in Europe, closing on the verge of 11,100 points. Meanwhile, in the STOXX 600, Basic Materials and Autos led the gains, with Chemicals and Media ending with the biggest losses. On the macro side, in the euro zone the final services PMI was raised unexpectedly and the composite rallied to 50.3 (...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACCIONA, FERROVIAL, GRIFOLS, SACYR, TALGO, UNICAJA. EUROPA: AIRBUS. Consolidación de niveles Jornada positiva a ambos lados del Atlántico con unos datos macro que siguen mejorando y con el Ibex sobresaliendo en Europa cerrando al borde de los 11.100 puntos. Mientras, en el STOXX 600 R. Básicos y Autos lideraron las ganancias frente a Químicas y Media que acabaron con las mayores pérdidas. Por el lado macro, en la Eurozona el PMI final de servicios ...
>Operating results in line, fiscal effects drive bottom line beat - 2023 EBITDA was in line with estimates supported by strong domestic performance (particularly in Gas Transportation activities) on higher assets and opex remuneration and reduced electricity costs at the LNG terminal and the positive contribution from the international business (higher revenues at Transemel in Chile). Core opex grew by +1.3% reflecting the group’s efficient cost performance in 2023. G...
A director at Acciona SA bought 980 shares at 101.800EUR and the significance rating of the trade was 60/100. 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 show...
>A good operating performance from construction and water and robust cash-flow, while property development is weak - Acciona’s results excluding Acciona Energía and Nordex beat our estimates (EBITDA 7.4% or € 42m above), but only due to a very strong margin at the construction division that fully offset the miss at both the property and the water divisions. Moreover, working capital was also ahead of our estimates, with a total cash inflow over the year of € 430m. All...
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