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Ana Arjona-Martinez
  • Ana Arjona-Martinez

FCC : Back to basics

>Spin-off of Real estate and Cement divisions completed - As part of the process announced back in May, last Friday FCC completed the spin-off its Real Estate and Cement businesses and gave the shares back to its shareholders. The new Inmocemento shares received by FCC shareholders (one share for each FCC share) are expected to start trading on the Spanish Stock Exchange today (12 November). The board of directors announced last Thursday an initial reference price of ...

Research Department
  • Research Department

INFORME DIARIO 11 NOVIEMBRE + RDOS. ESPAÑA Y EUROPA 3T’24. IDEAS DESTA...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ALMIRALL, CELLNEX, GRIFOLS, GRUPO SAN JOSE. 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. 3T’24 que se publicarán en España y Europa en los próximos días. Trump lleva a los índices americanos a nuevos máximos históricos Semana marcada por las elecciones en EE.UU., las reuniones sin sorpresas de la Fed ...

Research Department
  • Research Department

IBERIAN DAILY 11 NOVEMBER + 3Q’24 RESULTS. HIGHLIGHTS AND REST OF PREV...

NEWS SUMMARY: ALMIRALL, CELLNEX, ELECTRICITY SECTOR, GRIFOLS, GRUPO SANJOSE. 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’24 results to be released over the coming days in Spain. Trump leads US indices to all-time highs The week was marked by the US election, the meetings (with no surprises) from the Fed and BoS and Friday’s disappointment due to the lack of fiscal stimul...

Carole Braudeau
  • Carole Braudeau

Credit Morning 11/08/2024

Altarea: Q3 still weak, but positive messages for year-end Maxeda: Moody’s has downgraded the corporate rating to Caa1/negative>...

Carole Braudeau
  • Carole Braudeau

Morning Crédit 08/11/2024

Maxeda : Moody’s a dégradé le rating à Caa1/négatif Altarea : un T3 toujours faible mais des messages plus positifs pour la fin d’année>...

Olfa Taamallah ... (+2)
  • Olfa Taamallah
  • Yan Derocles

IAG : Q3 2024 EBIT > 13% above css - € 350m SBB launched

>Q3 2024 results 13% above company compiled css - IAG released a strong set of Q3 2024 results with operating profit reported at € 2.013bn (+15% y-o-y), 19% above our estimates and 13% above company compiled consensus. This positive operational performance comes on the back of strong demand on all core markets leading to a passenger unit revenue increase of 1.2% (vs. our virtually flat expectation of 0.3%) despite an exceptionally strong comps and a capacity gr...

Olfa Taamallah ... (+2)
  • Olfa Taamallah
  • Yan Derocles

IAG : Q3 2024 EBIT > 13% above css - € 350m SBB launched

>Q3 2024 results 13% above company compiled css - IAG released a strong set of Q3 2024 results with operating profit reported at € 2.013bn (+15% y-o-y), 19% above our estimates and 13% above company compiled consensus. This positive operational performance comes on the back of strong demand on all core markets leading to a passenger unit revenue increase of 1.2% (vs. our virtually flat expectation of 0.3%) despite an exceptionally strong comps and a capacity gr...

Rafael Bonardell
  • Rafael Bonardell

IAG: 3Q’24 RESULTS (ANÁLISIS BANCO SABADELL)

3Q'24 vs. 3Q'23 Results Sales: € 9.329 Bn (+7.9% vs. +6.1% BS(e) and n/a consensus); EBIT: € 2.013 Bn (+15.4% vs. +4.8% BS(e) and +1.8% consensus); 9M'24 vs. 9M'23 Results Sales: € 24.053 Bn (+8.2% vs. +7.5% BS(e) and n/a consensus); EBIT: € 3.322 Bn (+10.5% vs. +4.4% BS(e) and +2.7% consensus);

Luis Arredondo
  • Luis Arredondo

GRIFOLS: 3Q’24 RESULTS (ANÁLISIS BANCO SABADELL)

3Q'24 vs. 3Q'23 Results Sales: € 1.793 Bn (+12.2% vs. +11.8% BS(e) and +10.0% consensus); EBITDA: € 462.0 M (+28.3% vs. +27.2% BS(e) and +28.6% consensus); EBIT: € 317.03 M (+26.6% vs. +33.8% BS(e) and +23.4% consensus); Net Profit: € 52.0 M (-12.3% vs. +13.5% BS(e) and +114.1% consensus); 9M'24 vs. 9M'23 Results Sales: € 5.237 Bn (+8.6% vs. +8.5% BS(e) and +7.9% consensus); EBITDA: € 1.186 Bn (+34.7% vs. +34.3% BS(e) and +34.8% consensus); EBIT: € 820.16 M (+50.7% vs. +54.0% BS(e) and +49.2% co...

Rafael Bonardell
  • Rafael Bonardell

IAG: RDOS. 3T’24 (ANÁLISIS BANCO SABADELL)

Rdos. 3T'24 vs 3T'23: Ventas: 9.329 M euros (+7,9% vs +6,1% BS(e) y n/a consenso); EBIT: 2.013 M euros (+15,4% vs +4,8% BS(e) y +1,8% consenso). Rdos. 9meses'24 vs 9meses'23: Ventas: 24.053 M euros (+8,2% vs +7,5% BS(e) y n/a consenso); EBIT: 3.322 M euros (+10,5% vs +4,4% BS(e) y +2,7% consenso).

Luis Arredondo
  • Luis Arredondo

GRIFOLS: RDOS. 3T’24 (ANÁLISIS BANCO SABADELL)

Rdos. 3T'24 vs 3T'23: Ventas: 1.793 M euros (+12,2% vs +11,8% BS(e) y +10,0% consenso); EBITDA: 462,0 M euros (+28,3% vs +27,2% BS(e) y +28,6% consenso); EBIT: 317,03 M euros (+26,6% vs +33,8% BS(e) y +23,4% consenso); BDI: 52,0 M euros (-12,3% vs +13,5% BS(e) y +114,1% consenso); Rdos. 9meses'24 vs 9meses'23: Ventas: 5.237 M euros (+8,6% vs +8,5% BS(e) y +7,9% consenso); EBITDA: 1.186 M euros (+34,7% vs +34,3% BS(e) y +34,8% consenso); EBIT: 820,16 M euros (+50,7% vs +54,0% BS(e) y +49,2% conse...

Rafael Bonardell
  • Rafael Bonardell

IAG: MENSAJES DE LA CONFERENCE CALL RDOS. 3T’24 (ANÁLISIS BANCO SABADE...

De la conference call de Rdos. 3T’24 destacamos:  Demanda: Continúa fuerte en sus regiones core (Norteamérica, LatAm y Europa)

Research Department
  • Research Department

IBERIAN DAILY 08 NOVEMBER + 3Q’24 RESULTS. HIGHLIGHTS AND REST OF PREV...

NEWS SUMMARY: FCC, GRIFOLS, IAG. 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’24 results to be released over the coming days in Spain. Rally in the euro zone Yesterday European stock markets recovered ground whereas the rally to new record highs continued in the US. Thus, in the STOXX 600, most sectors ended with gains (15/20), led by Basic Resources and Autos vs. the big...

Research Department
  • Research Department

INFORME DIARIO 08 NOVIEMBRE + RDOS. ESPAÑA Y EUROPA 3T’24. IDEAS DESTA...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: FCC, GRIFOLS, IAG. EUROPA: AIRBUS. 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. 3T’24 que se publicarán en España y Europa en los próximos días. Rebote en la Eurozona Ayer las bolsas europeas se recuperaron mientras en EE.UU. continuaron su particular rally renovando nuevos máximos. Así, en el STOXX 60...

Research Department
  • Research Department

IBERIAN DAILY 04 NOVEMBER + 3Q’24 RESULTS. HIGHLIGHTS AND REST OF PREV...

NEWS SUMMARY: ACCIONA, ACCIONA ENERGÍA, GRIFOLS. 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’24 results to be released over the coming days in Spain. European markets fell last week Despite Friday’s rally, last week ended with corrections >-3.0% in the STOXX index, with the better performance of the Ibex that “only” fell around -1.0%, with US stock markets practically fl...

Research Department
  • Research Department

INFORME DIARIO 04 NOVIEMBRE + RDOS. ESPAÑA Y EUROPA 3T’24. IDEAS DESTA...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACCIONA, ACCIONA ENERGÍA, GRIFOLS. EUROPA: SCHNEIDER ELECTRIC. 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. 3T’24 que se publicarán en España y Europa en los próximos días. Semana de caídas europeas Pese al rebote de las bolsas el viernes, la semana terminó con caídas superiores al -3,0% en el STOXX, co...

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