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Alvaro del Pozo
  • Alvaro del Pozo
EUR 100.00
FP TOTAL SE

TOTALENERGIES: RDOS. 2T’25 (ANÁLISIS BANCO SABADELL)

Rdos. 2T'25 vs 2T'24: EBIT: 4.145 M euros (-18,5%); BDI: 3.578 M euros (-23,4% vs y -21,0% consenso). Rdos. 1S'25 vs 1S'24 EBIT: 8.806 M euros (-16,9%); BDI: 7.770 M euros (-20,6% vs -19,4% consenso).

19h / 31m 19h / 31m 1 ES
Research Department
  • Research Department
EUR 100.00
BNP BNP Paribas SA ...
NOKIA NOKIA OYJ ... (+12)

INFORME DIARIO 24 JULIO + RDOS. ESPAÑA Y EUROPA 2T’25. IDEAS DESTACADA...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACS, BANKINTER, CAF, COLONIAL, IBERDROLA, INDRA, REPSOL, ROVI, VIDRALA. EUROPA: BNP PARIBAS, DEUTSCHE TELEKOM, NOKIA, PERNOD RICARD, UNICREDIT. 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. Mayores esperanzas en las negociaciones comerciales ...

BNP BNP PARIBAS SA CLASS A
NOKIA NOKIA OYJ
DTE DEUTSCHE TELEKOM AG
REP REPSOL SA
VID VIDRALA SA
UCG ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
ACS ENCE ENERGIA Y CELULOSA SA
ENC LABORATORIOS FARMACEUTICOS ROVI S.A.
ROVI INDRA SISTEMAS S.A. CLASS A
IDR PERNOD RICARD
UG UNICREDIT S.P.A.
UNCFF COLONIAL
20h / 51m 20h / 51m 1 ES
Emmanuel Matot
  • Emmanuel Matot
UBI UBISOFT ENTERTAINMENT SA
TEMN TEMENOS AG
DKSH DKSH HOLDING AG
SSAB A SSAB AB CLASS A
EXE EXEL INDUSTRIES SA
HCO HIGHCO SA
ABVX ABIVAX SA
SOI SOITEC SA
TIETO TIETOEVRY OYJ
ENC ENCE ENERGIA Y CELULOSA SA
LFDE LA FRANCAISE DE L'ENERGIE SA
BRD BRD-GROUPE SOCIETE GENERALE
TLV BANCA TRANSILVANIA S.A.
COPN COSMO PHARMACEUTICALS NV
FTG111 FLATEXDEGIRO AG
ALD ALD SA
MVC METROVACESA SA
RBO ROCHE BOBOIS INTERNATIONAL SAS
DSC1 DUTCH STAR C SHAR
VUL VULCAN ENERGY RESOURCES
07/23/25 July 23, 2025 1 EN
Emmanuel Matot
  • Emmanuel Matot
UBI UBISOFT ENTERTAINMENT SA
TEMN TEMENOS AG
DKSH DKSH HOLDING AG
SSAB A SSAB AB CLASS A
EXE EXEL INDUSTRIES SA
HCO HIGHCO SA
ABVX ABIVAX SA
SOI SOITEC SA
TIETO TIETOEVRY OYJ
ENC ENCE ENERGIA Y CELULOSA SA
LFDE LA FRANCAISE DE L'ENERGIE SA
BRD BRD-GROUPE SOCIETE GENERALE
TLV BANCA TRANSILVANIA S.A.
COPN COSMO PHARMACEUTICALS NV
FTG111 FLATEXDEGIRO AG
ALD ALD SA
MVC METROVACESA SA
RBO ROCHE BOBOIS INTERNATIONAL SAS
DSC1 DUTCH STAR C SHAR
VUL VULCAN ENERGY RESOURCES
07/23/25 July 23, 2025 1 FR
Andres Bolumburu
  • Andres Bolumburu
EUR 100.00
ENC ENCE Energia y ...

ENCE: 1H’25 RESULTS (ANÁLISIS BANCO SABADELL)

2Q'25 vs. 2Q'24 Results Sales: € 192.3 M (-21.4% vs. -21.9% BS(e) and -18.8% consensus); EBITDA: € 23.5 M (-64.1% vs. -63.2% BS(e) and -64.3% consensus); EBIT: € -1.5 M (€ 35.7 M in 1H'24 vs. € -1.9 M BS(e) and € -0.9 M consensus); Net Profit: € -9.3 M (€ 23.1 M in 1H'24 vs. € -8.5 M BS(e) and € -5.6 M consensus); 1H'25 vs. 1H'24 Results Sales: € 379.2 M (-15.5% vs. -15.7% BS(e) and -14.0% consensus); EBITDA: € 58.0 M (-42.5% vs. -41.9% BS(e) and -42.6% consensus); EBIT: € 10.0 M (-77.8% vs. -78...

ENC ENCE ENERGIA Y CELULOSA SA
07/23/25 July 23, 2025 1 EN
Andres Bolumburu
  • Andres Bolumburu
EUR 100.00
ENC ENCE Energia y ...

ENCE: RDOS. 1S’25 (ANÁLISIS BANCO SABADELL)

Rdos. 2T'25 vs 2T'24: Ventas: 192,3 M euros (-21,4% vs -21,9% BS(e) y -18,8% consenso); EBITDA: 23,5 M euros (-64,1% vs -63,2% BS(e) y -64,3% consenso); EBIT: -1,5 M euros (35,7 M euros en 1T'24 vs -1,9 M euros BS(e) y -0,9 M euros consenso); BDI: -9,3 M euros (23,1 M euros en 1T'24 vs -8,5 M euros BS(e) y -5,6 M euros consenso); Rdos. 1S'25 vs 1S'24: Ventas: 379,2 M euros (-15,5% vs -15,7% BS(e) y -14,0% consenso); EBITDA: 58,0 M euros (-42,5% vs -41,9% BS(e) y -42,6% consenso); EBIT: 10,0 M eu...

ENC ENCE ENERGIA Y CELULOSA SA
07/23/25 July 23, 2025 1 ES
Luis de Toledo Heras
  • Luis de Toledo Heras
ENC ENCE ENERGIA Y CELULOSA SA
07/23/25 July 23, 2025 1 EN
Research Department
  • Research Department
EUR 100.00
NOKIA NOKIA OYJ
FCC Fomento de Cons... ... (+10)

INFORME DIARIO 23 JULIO + RDOS. ESPAÑA Y EUROPA 2T’25. IDEAS DESTACADA...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AMPER, ENCE, FCC, IBERDROLA, INDRA, GLOBAL DOMINION, METROVACESA. EUROPA: NOKIA, SAP, UNICREDIT. 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. Trump anuncia un acuerdo comercial con Japón A excepción del Ibex, que se mantuvo plano, nueva jorn...

NOKIA NOKIA OYJ
FCC FOMENTO DE CONSTRUCCIONES Y CONTRATAS S.A.
ENC ENCE ENERGIA Y CELULOSA SA
IBE IBERDROLA SA
DOM GLOBAL DOMINION ACCESS SA
AMP AMPER S.A.
IDR INDRA SISTEMAS S.A. CLASS A
SAP SAP SE
MVC METROVACESA SA
UNCFF UNICREDIT S.P.A.
07/23/25 July 23, 2025 1 ES
Research Department
  • Research Department
EUR 100.00
FCC Fomento de Cons...
ENC ENCE Energia y ... ... (+6)

IBERIAN DAILY 23 JULY + 2Q’25 RESULTS. HIGHLIGHTS AND REST OF PREVIEWS...

NEWS SUMMARY: AMPER, ENCE, FCC, IBERDROLA, INDRA, GLOBAL DOMINION, METROVACESA. 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. AMPER, ENCE, FCC, IBERDROLA, INDRA, GLOBAL DOMINION, METROVACESA. D. Trump announces new trade agreement with Japan With the exception of the Ibex, which remained flat, it was a new session of d...

FCC FOMENTO DE CONSTRUCCIONES Y CONTRATAS S.A.
ENC ENCE ENERGIA Y CELULOSA SA
IBE IBERDROLA SA
DOM GLOBAL DOMINION ACCESS SA
IDR INDRA SISTEMAS S.A. CLASS A
MVC METROVACESA SA
07/23/25 July 23, 2025 1 EN
ING Helpdesk
  • ING Helpdesk
PREMIUM
PROX Proximus SA de ...
WHA WERELDHAVE N.V. ... (+11)

Benelux Morning Notes

Akzo Nobel: FX drives 2Q25 miss and FY guidance cut. dsm-firmenich: Givaudan 1H25 results. Exor: In talks over Iveco sale. Lotus Bakeries: Peer Lindt & Sprüngli 1H25 results. Proximus: CpaaS peer Sinch 2Q25 results hurt by FX. Signify: 2Q25 Preview, challenges ahead. Var Energi: Promising continuation of dividend. Vopak: Continued story. Wereldhave: Strong operational results, positive market tone, guidance raised. Events Calendar

PROX PROXIMUS SA DE DROIT PUBLIC
WHA WERELDHAVE N.V.
LOTB LOTUS BAKERIES NV
ROYAL VOPAK NV
BRNL BRUNEL INTERNATIONAL N.V.
LIGHT SIGNIFY NV
EXO EXOR N.V.
AKZA AKZO NOBEL N.V.
TOM2 TOMTOM NV
VAR VAR ENERGI ASA
DSFIR KONINKLIJKE DSM N.V.
07/22/25 July 22, 2025 1 EN
Jerôme Bodin
  • Jerôme Bodin
GALP GALP ENERGIA SGPS SA CLASS B
KNEBV KONE OYJ CLASS B
SLB.N SCHLUMBERGER NV
MC LVMH MOET HENNESSY LOUIS VUITTON SE
COV COVIVIO SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
KBC KBC GROUP N.V.
EL ESSILORLUXOTTICA SA
VIV VIVENDI SE
BRBY BURBERRY GROUP PLC
KER KERING SA
SCHP SCHINDLER HOLDING AG PREF
DTE DEUTSCHE TELEKOM AG
BOL BOLLORE SA
RY4C RYANAIR HOLDINGS PLC
01913 PRADA S.P.A.
ELI ELIA GROUP SA/NV
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
RIO RIO TINTO PLC
BHP BHP GROUP LTD
STLA STELLANTIS N.V.
ATCO A ATLAS COPCO AB
ALIV SDB AUTOLIV INC.
07/21/25 July 21, 2025 1 FR
Jerôme Bodin
  • Jerôme Bodin
GALP GALP ENERGIA SGPS SA CLASS B
KNEBV KONE OYJ CLASS B
SLB.N SCHLUMBERGER NV
MC LVMH MOET HENNESSY LOUIS VUITTON SE
COV COVIVIO SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
KBC KBC GROUP N.V.
EL ESSILORLUXOTTICA SA
VIV VIVENDI SE
BRBY BURBERRY GROUP PLC
KER KERING SA
SCHP SCHINDLER HOLDING AG PREF
DTE DEUTSCHE TELEKOM AG
BOL BOLLORE SA
RY4C RYANAIR HOLDINGS PLC
01913 PRADA S.P.A.
ELI ELIA GROUP SA/NV
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
RIO RIO TINTO PLC
BHP BHP GROUP LTD
STLA STELLANTIS N.V.
ATCO A ATLAS COPCO AB
ALIV SDB AUTOLIV INC.
07/21/25 July 21, 2025 1 EN
Jerôme Bodin
  • Jerôme Bodin
VIV VIVENDI SE
BOL BOLLORE SA
07/21/25 July 21, 2025 1 EN
Jerôme Bodin
  • Jerôme Bodin
VIV VIVENDI SE
BOL BOLLORE SA
07/21/25 July 21, 2025 1 FR
Delphine Brault
  • Delphine Brault
KNEBV KONE OYJ CLASS B
07/21/25 July 21, 2025 1 FR
Delphine Brault
  • Delphine Brault
KNEBV KONE OYJ CLASS B
07/21/25 July 21, 2025 1 EN
ABGSC Capital Goods Research ... (+3)
  • ABGSC Capital Goods Research
  • Anders Idborg
  • Karl Bokvist
KNEBV KONE OYJ CLASS B
07/20/25 July 20, 2025 1 EN
Delphine Brault
  • Delphine Brault
PUB PUBLICIS GROUPE SA
KNEBV KONE OYJ CLASS B
KPN ROYAL KPN NV
UHR SWATCH GROUP LTD. BEARER
ABB ABB LTD.
RAND RANDSTAD NV
GRF GRIFOLS S.A. CLASS A
SCHP SCHINDLER HOLDING AG PREF
EZJ EASYJET PLC
NEM NEMETSCHEK SE
ASSA B ASSA ABLOY AB CLASS B
ANDR ANDRITZ AG
BHP BHP GROUP LTD
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
07/18/25 July 18, 2025 1 EN
Delphine Brault
  • Delphine Brault
PUB PUBLICIS GROUPE SA
KNEBV KONE OYJ CLASS B
KPN ROYAL KPN NV
UHR SWATCH GROUP LTD. BEARER
ABB ABB LTD.
RAND RANDSTAD NV
GRF GRIFOLS S.A. CLASS A
SCHP SCHINDLER HOLDING AG PREF
EZJ EASYJET PLC
NEM NEMETSCHEK SE
ASSA B ASSA ABLOY AB CLASS B
ANDR ANDRITZ AG
BHP BHP GROUP LTD
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
07/18/25 July 18, 2025 1 FR
Delphine Brault
  • Delphine Brault
KNEBV KONE OYJ CLASS B
07/18/25 July 18, 2025 1 EN
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