NEWS SUMMARY: AEDAS, CIE AUTOMOTIVE. IBEX on verge of new high The Spanish index once again stood out among European stock markets thanks to Inditex, thus stringing together its seventh straight session of gains. In the STOXX 600, Retail and Basic Resources were the best-performing sectors, with Financials falling the most. On the macro side, in the euro zone, November’s final services PMI was raised thanks to the improvements in Italy, Spain and France, which reached levels consistent with exp...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AEDAS HOMES, CIE AUTOMOTIVE, NEINOR HOMES. EUROPA: LVMH. El Ibex roza nuevos máximos El selectivo español volvió a sobresalir en las bolsas europeas de la mano de Inditex, sumando así su séptima sesión consecutiva al alza. En el STOXX 600, Retail y R. Básicos fueron los sectores que mejor comportamiento relativo tuvieron, frente a los Financieros (Seguros y Bancos) que fueron los que más cayeron. Por el lado macro, en la Eurozona el PMI de servici...
Rdos. 3T'25 vs 3T'24: Ventas: 973,9 M euros (+2,5% vs -3,9% BS(e) y -1,1% consenso); EBITDA: 184,9 M euros (+4,3% vs -2,0% BS(e) y +0,9% consenso); BDI: 80,3 M euros (+7,2% vs +3,3% BS(e) y +8,1% consenso). Rdos. 9meses'25 vs 9meses'24: Ventas: 2.974 M euros (-1,3% vs -3,3% BS(e) y -2,4% consenso); EBITDA: 564,0 M euros (+0,9% vs -1,1% BS(e) y -0,2% consenso); BDI: 266,2 M euros (+2,9% vs +1,7% BS(e) y +3,1% consenso).
The fifth ODDO BHF Iberian Forum was held virtually, gathering 62 Iberian issuers and close to 200 institutional investors, making it one of the largest dedicated Iberian conferences of the year. The event generated 47 feedbacks, 6 target price revisions (including 4 downgrades), and a rating downgrade for Ence. The main topics of discussion were the impact of US tariffs and a weak USD on industrial companies, concerns about final demand in Europe and the US, and the sustainability of Spain’s ec...
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