We are removing GALP from our ODDO BHF European Large Caps list. The stock has chalked up a performance of +31.3% since its inclusion in the list on 20 March. Our analyst is adopting today a Neutral recommendation (vs Outperform) on the stock. - ...
NEWS SUMMARY: AENA, ARCELORMITTAL, METROVACESA, REDEIA. 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 1Q’24 results to be released over the coming days in Spain. Ibex falls back below 11,000 points European stock markets posted losses ahead of the Fed meeting, where the IBEX was once again the worst performer. Within the STOXX 600 sectors, the biggest gains came in Real Esta...
>Solid Q1 results, in line with our estimates… - Aena´s Q1 2024 results were in line with our estimates: revenue and EBITDA were +1.2% and +1.4%, ahead of our estimates, respectively, with the Spanish network +1.8% and +3.1% above (or € 18m and € 16m). The positive note of the results, in our view, came from the good Opex management at the Spanish network as, despite the continued upward trend already anticipated by the company, Opex grew below the traffic growth in ...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AENA, ARCELORMITTAL, METROVACESA, REDEIA. EUROPA: AIRBUS, ING. 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. 1T’24 que se publicarán en España y Europa en los próximos días. El Ibex pierde otra vez los 11.000 puntos Jornada de caídas en las bolsas europeas previo a la reunión de la Fed donde el Ibex volvió...
1Q'24 vs. 1Q'23 Results Sales: € 994.43 M (-23.1% vs. -23.0% BS(e) and -23.5% consensus); EBITDA: € 339.29 M (+6.0% vs. +1.4% BS(e) and +0.9% consensus); EBIT: € 290.3 M (+6.3% vs. +5.6% BS(e) and -5.1% consensus); Net Profit: € 25.45 M (-17.9% vs. +18.3% BS(e) and -6.5% consensus);
Rdos. 1T'24 vs 1T'23: Ventas: 994,43 M euros (-23,1% vs -23,0% BS(e) y -23,5% consenso); EBITDA: 339,29 M euros (+6,0% vs +1,4% BS(e) y +0,9% consenso); EBIT: 290,3 M euros (+6,3% vs +5,6% BS(e) y -5,1% consenso); BDI: 25,45 M euros (-17,9% vs +18,3% BS(e) y -6,5% consenso).
NEWS SUMMARY: BBVA, CAF, IAG, NATURGY, TELEFÓNICA, 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 1Q’24 results to be released over the coming days in Spain. The Ibex hits new annual highs Friday’s gains, driven by the good earnings season on both sides of the Atlantic and some widening in sovereign yields led stock exchanges to end in positive territory, particul...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: BBVA, CAF, IAG, NATURGY, TELEFÓNICA, UNICAJA. EUROPA: 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. 1T’24 que se publicarán en España y Europa en los próximos días. El Ibex logra nuevos máximos de 2024 Los avances del viernes, impulsados por la buena campaña de resultados a ambos lados del Atlánti...
>Résultats T1 2024 : T-Mobile maintient sa surperformance - T-Mobile continue de surperformer avec l’ajout de 532 000 contrats mobile (vs AT&T 349 000 et Verizon -68,000), 4% de croissance de CA de service au T1 2024 (vs concurrents 3.3%), 8% de croissance EBITDA et 39% de croissance FCF. T-Mobile relève de 2-4% ses objectifs d’abonnés pour 2024, d’EBITDA et de FCF de ~100 M€ soit ~0.3%.T-Mobile, détenu à 51% par Deutsche Telekom et qui représente plus de 95% de ...
>Q1 2024 results: T-Mobile continuing to outperform - T-Mobile continues to outperform, with 532,000 mobile contract adds (vs AT&T 349,000 and Verizon 68,000), 4% service revenue growth in Q1 2024 (vs competitors at 3.3%), 8% EBITDA growth and 39% FCF growth: T-Mobile upgraded its subscriber targets by 2-4% for 2024, for EBITDA and for FCF with ~€ 100m or ~0.3%.T-Mobile, which is 51%-owned by Deutsche Telekom and accounts for over 95% of FCF growth, reported its...
NEWS SUMMARY: ACCIONA, ACCIONA ENERGÍA, CAF, CELLNEX, FERROVIAL, IBERDROLA, ROVI. 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 1Q’24 results to be released over the coming days in Spain. Results and macro data drag down stock markets After three straight days of gains, the business results and the macro data in the US led to stock market losses on both sides of the Atlanti...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACCIONA, ACCIONA ENERGÍA, CAF, CELLNEX, IBERDROLA, FERROVIAL, ROVI. EUROPA: AIRBUS, DEUTSCHE TELEKOM, SAFRAN, VINCI. 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. 1T’24 que se publicarán en España y Europa en los próximos días. Los resultados y la macro lastran las bolsas Tras tres días de ganancias, los r...
NEWS SUMMARY: GLOBAL DOMINION, GRIFOLS, NATURGY, TALGO. 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 1Q’24 results to be released over the coming days in Spain. Markets continue to climb European stock markets celebrated the easing tensions in the Middle East and the start of the 1Q’24 results season. In the STOXX 600 almost all sectors posted gains, led by Technology (SAP r...
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