2Q'25 vs. 2Q'24: NII: € 374 M (-2.5% vs. -5% BS(e) and -5.3% consensus); Total Revenues: € 543 M (-0.2% vs. -2.5% BS(e) and -3.5% consensus); Operating Income: € 306 M (-4.5% vs. -8.1% BS(e) and -9.5% consensus); Net Profit: € 179 M (-2.5% vs. -8.7% BS(e) and -10.1% consensus). 2Q'25 vs. 1Q'25: NII: € 374 M (+1.5% vs. -1.2% BS(e) and -1.5% consensus); Total Revenues: € 543 M (+5.4% vs. +2.9% BS(e) and +1.9% consensus); Operating Income: € 306 M (+9.1% vs. +4.9% BS(e) and +3.4% consensus); Net Pr...
Rdos. 2T'25 vs 2T'24: M. Intereses: 374 M euros (-2,5% vs -5% BS(e) y -5,3% consenso); M. Bruto: 543 M euros (-0,2% vs -2,5% BS(e) y -3,5% consenso); M. Neto: 306 M euros (-4,5% vs -8,1% BS(e) y -9,5% consenso); BDI: 179 M euros (-2,5% vs -8,7% BS(e) y -10,1% consenso). Rdos. 2T'25 vs 1T'25: M. Intereses: 374 M euros (+1,5% vs -1,2% BS(e) y -1,5% consenso); M. Bruto: 543 M euros (+5,4% vs +2,9% BS(e) y +1,9% consenso); M. Neto: 306 M euros (+9,1% vs +4,9% BS(e) y +3,4% consenso); BDI: 179 M eur...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACCIONA, ACCIONA ENERGÍA, CAF, ENDESA, IBERDROLA, UNICAJA. EUROPA: AIR LIQUIDE, ESSILORLUXOTTICA, PHILIPS. 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. 2T’25 que se publicarán en España y Europa en los próximos días. Tras el acuerdo… Europa termina en pérdidas La digestión del acuerdo comercial fue apagan...
NEWS SUMMARY: ACCIONA, ACCIONA ENERGÍA, CAF, ENDESA, IBERDROLA, UNICAJA. 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 2Q’25 results to be released over the coming days in Spain. After the agreement... losses in Europe With the digestions of the trade agreement, the initial gains for European stock markets turned into drops near -0.5%. Negotiations on microchips, pharma produ...
2Q'25 vs. 2Q'24 Results Sales: € 987.2 M (-3.8% vs. -1.8% BS(e) and -4.0% consensus); EBITDA: € 187.1 M (-1.7% vs. -2.6% BS(e) and -1.7% consensus); Net Profit: € 91.8 M (+1.0% vs. -3.6% BS(e) and -4.4% consensus); 1H'25 vs. 1H'24 Results Sales: € 2.0 Bn (-3.0% vs. -2.0% BS(e) and -3.1% consensus); EBITDA: € 379.1 M (-0.7% vs. -1.2% BS(e) and -0.8% consensus); Net Profit: € 185.9 M (+1.1% vs. -1.2% BS(e) and -1.6% consensus);
Rdos. 2T'25 vs 2T'24: Ventas: 987,2 M euros (-3,8% vs -1,8% BS(e) y -4,0% consenso); EBITDA: 187,1 M euros (-1,7% vs -2,6% BS(e) y -1,7% consenso); BDI: 91,8 M euros (+1,0% vs -3,6% BS(e) y -4,4% consenso); Rdos. 1S'25 vs 1S'24: Ventas: 2.000 M euros (-3,0% vs -2,0% BS(e) y -3,1% consenso); EBITDA: 379,1 M euros (-0,7% vs -1,2% BS(e) y -0,8% consenso); BDI: 185,9 M euros (+1,1% vs -1,2% BS(e) y -1,6% consenso);
NEWS SUMMARY: AENA, BANKING SECTOR, CIE AUTOMOTIVE, ENDESA, INDRA, REPSOL, TALGO. Tariff uncertainty It was a session of slight gains in European stock markets whereas the change of dates for the deadlines set by D. Trump to close trade negotiations and implementation of tariff continues (with a new deadline on the 1st August). In the STOXX 600, Basic Resources and Autos were the best-performing sectors vs. the drops of Real Estate and Household. On the macro side, in the US, June’s NFIB SMEs c...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AENA, CIE AUTOMOTIVE, ENDESA, INDRA, REPSOL, SECTOR BANCARIO, TALGO. EUROPA: AIRBUS, ESSILORLUXOTTICA, UNICREDIT. Incertidumbre con los aranceles Jornada de tímidas subidas en las bolsas europeas mientras continúa el baile de fechas en los plazos fijados por D. Trump para cerrar las negociaciones comerciales y el comienzo de los aranceles (nuevo plazo el 1 de agosto). En el STOXX 600 Recursos Básicos y Autos fueron los que más subieron frente a las ...
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