NEWS SUMMARY: AEDAS HOMES, AENA, AMADEUS, CIE AUTOMOTIVE, EBRO FOODS, NATURGY, NEINOR HOMES, TELEFÓNICA. Awaiting new drivers Most European indices, with the exception of peripheral markets, ended with slight corrections in a session without macroeconomic data. In the STOXX 600, almost all sectors (16/20) ended with gains, led by Basic Resources and Telecommunications vs. the bigger drops of Technology and Construction. On the macro side, in the euro zone, November’s final inflation was cut one...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AEDAS HOMES, AENA, AMADEUS, CIE AUTOMOTIVE, EBRO FOODS, NATURGY, NEINOR HOMES, TELEFÓNICA A la espera de nuevos catalizadores Poco movimiento en Europa en una jornada descargada de datos macro que terminó con tímidas pérdidas en la mayoría de los índices salvo para la periferia. En el STOXX 600, casi todos los sectores (16/20) terminaron con ganancias, lideradas por R. Básicos y Telecomunicaciones frente a las mayores caídas de Tecnología y Construc...
3Q'25 vs. 3Q'24 Results Sales: € 1.635 Bn (+5.6% vs. +5.0% BS(e) and +4.7% consensus); EBITDA: € 652.7 M (+8.2% vs. +5.1% BS(e) and +4.9% consensus); 9M'25 vs. 9M'24 Results Sales: € 4.895 Bn (+6.4% vs. +6.2% BS(e) and +6.1% consensus); EBITDA: € 1.929 Bn (+6.8% vs. +5.8% BS(e) and +5.7% consensus);
Rdos. 3T'25 vs 3T'24: Ventas: 1.635 M euros (+5,6% vs +5,0% BS(e) y +4,7% consenso); EBITDA: 652,7 M euros (+8,2% vs +5,1% BS(e) y +4,9% consenso). Rdos. 9meses'25 vs 9meses'24: Ventas: 4.895 M euros (+6,4% vs +6,2% BS(e) y +6,1% consenso); EBITDA: 1.929 M euros (+6,8% vs +5,8% BS(e) y +5,7% consenso).
NEWS SUMMARY: ACS, AMADEUS, CELLNEX, IAG, SACYR. 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’25 results to be released over the coming days in Spain. Doubts persist With the results campaign entering the final stretch, the main European indices closed with losses, with the IBEX standing out as the best performer, remaining at around 16,100. In the STOXX 600, Basic Mate...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACS, AMADEUS, CELLNEX, IAG, SACYR. EUROPA: BAYER. 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’25 que se publicarán en España y Europa en los próximos días. Se mantienen las dudas Con la campaña de resultados entrando en su recta final, los principales índices europeos cerraron con pérdidas, destacando...
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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