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Andres Bolumburu
  • Andres Bolumburu

TALGO: FY2025 RESULTS (ANÁLISIS BANCO SABADELL)

4Q'25 vs. 4Q'24 Results Sales: € 175.1 M (+2.2%); EBITDA: € 3.9 M (€ -104.4 M in FY2024); FY2025 vs. FY2024 Results Sales: € 618.2 M (-7.6%); EBITDA: € 0.6 M (€ -46.7 M in FY2024); Net Profit: € -100.7 M (€ -107.9 M in FY2024);

 PRESS RELEASE

Nokia expands partnership with TIM Brasil to deliver next-generation A...

Nokia expands partnership with TIM Brasil to deliver next-generation AI-Ready 5G network with NVIDIA Press ReleaseNokia expands partnership with TIM Brasil to deliver next-generation AI-Ready 5G network with NVIDIA Project will enhance 5G network performance, reduce energy consumption, and prepare TIM Brasil’s infrastructure for future AI-driven services across 14 states.Nokia will deploy cutting-edge AI-enabled solutions, including MantaRay SON, AirScale baseband, Habrok Massive MIMO radios, and services.Expansion of partnership will enable TIM Brasil to deliver AI-based solutions to the ...

Bruno Cavalier ... (+4)
  • Bruno Cavalier
  • Maissa Keskes
  • Stephane Houri
  • Thomas Zlowodzki
SN. SMITH & NEPHEW PLC
LHN HOLCIM AG
FME FRESENIUS MEDICAL CARE AG
FP TOTAL SE
SGO COMPAGNIE DE SAINT-GOBAIN SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
MC LVMH MOET HENNESSY LOUIS VUITTON SE
LI KLEPIERRE SA
COV COVIVIO SA
GFC GECINA SA
NXI NEXITY SA CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
GYC GRAND CITY PROPERTIES SA
MUV2 MUNICH REINSURANCE COMPANY
MERY MERCIALYS SA
AGS AGEAS SA/NV
NOKIA NOKIA OYJ
EL ESSILORLUXOTTICA SA
INEA FONCIERE INEA
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
BRBY BURBERRY GROUP PLC
KOF KAUFMAN & BROAD SA
KER KERING SA
ALTA ALTAREA SCA
VNA VONOVIA SE
ENI ENI S.P.A.
XIOR XIOR STUDENT HOUSING N.V.
ICAD ICADE SA
01913 PRADA S.P.A.
REP REPSOL SA
BYG BIG YELLOW GROUP PLC
UTG UNITE GROUP PLC
COFB COFINIMMO SA
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
AMS AMADEUS IT GROUP SA CLASS A
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
MONC MONCLER SPA
IRES IRISH RESIDENTIAL PROPERTIES REIT PLC
CPINV CARE PROPERTY INVEST SA
YPSN YPSOMED HOLDING AG
SAFE SAFESTORE HOLDINGS PLC
ARG ARGAN SA
VGP VGP NV
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
BP. BP P.L.C.
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
ARGX ARGEN-X SE
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
IGD IMMOBILIARE GRANDE DISTRIBUZIONE SIIQ S.P.A.
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
RMV RIGHTMOVE PLC
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
ALC ALCON INC.
WDP WAREHOUSES DE PAUW SCA
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
ECMPA EUROCOMMERCIAL PROPERTIES NV
ZGN ERMENEGILDO ZEGNA NV
CTPNV CTP NV
SHEL SHELL PLC
SHUR SHURGARD SELF STORAGE LIMITED
CVC CVC CAPITAL PARTNERS PLC
Maissa Keskes ... (+2)
  • Maissa Keskes
  • Stephane Houri
Maissa Keskes ... (+2)
  • Maissa Keskes
  • Stephane Houri
Research Department
  • Research Department

IBERIAN DAILY 02 MARCH (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: AMADEUS, AMPER, CAF, IBERDROLA, REDEIA, TALGO, TELEFÓNICA, UNICAJA. We begin a highly volatile week European stock markets ended last week with corrections whereas doubts persist in the technology sector and the geopolitical tension between the US and Iran continues. The Ibex endured battery of earnings and ended above 18,000 points. In the STOXX 600, the best-performing sectors last week were Utilities and Real Estate, whereas Basic Materials and Telecoms had the biggest drops....

 PRESS RELEASE

Nokia and Deutsche Telekom expand strategic collaboration to advance A...

Nokia and Deutsche Telekom expand strategic collaboration to advance AI-native and Open RAN innovation #MWC26 Press Release Nokia and Deutsche Telekom expand strategic collaboration to advance AI-native and Open RAN innovation #MWC26 Nokia and Deutsche Telekom deepen collaboration to accelerate AI‑native and Open RAN innovationExpanded program strengthens joint work on Cloud RAN, open interfaces and multivendor network flexibilityPartnership to drive next‑generation autonomous RAN capabilities through real‑world AI validation and co‑creation 2 March 2026Espoo, Finland - Nokia and Deuts...

Research Department
  • Research Department

INFORME DIARIO 02 MARZO + RDOS. EUROPA. PREVIEWS (ANÁLISIS BANCO SABAD...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AMADEUS, AMPER, CAF, IBERDROLA, REDEIA, TALGO, TELEFÓNICA, UNICAJA. 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. 4T’25 que se publicarán en España y Europa en los próximos días. Empezamos una semana de elevada volatilidad Las bolsas europeas cerraron la semana con pérdidas, mientras persisten las dudas e...

 PRESS RELEASE

Nokia accelerates AI-RAN momentum with new partnerships driving path t...

Nokia accelerates AI-RAN momentum with new partnerships driving path to AI-Native 6G #MWC26 Press Release Nokia accelerates AI-RAN momentum with new partnerships driving path to AI-Native 6G #MWC26  Nokia announces significant progress in its strategic AI-RAN partnership with NVIDIA, including new customer integrations and successful functional tests of Nokia anyRAN software on NVIDIA GPU-accelerated AI-RAN platform with T-Mobile, Indosat and SoftBank Corp.  AI-RAN gains traction with BT, Elisa, NTT DOCOMO and Vodafone Group, powered by the NVIDIA AI Aerial platform, driving the evolutio...

 PRESS RELEASE

Nokia and Ericsson strengthen cooperation to accelerate towards Autono...

Nokia and Ericsson strengthen cooperation to accelerate towards Autonomous Networks Press Release Nokia and Ericsson strengthen cooperation to accelerate towards Autonomous Networks  Nokia and Ericsson to advance adoption of open standards, and promote compatibility across their rApp portfolios The collaboration supports multivendor SMO ecosystems, giving CSP greater choice and accelerating the transition towards Autonomous Networks.Ericsson will join Nokia’s SMO Marketplace, and Nokia will become a member of Ericsson’s rApp Ecosystem 1 March 2026 Espoo, Finland & Stockholm, Sweden – No...

 PRESS RELEASE

Nokia expands network portfolio for premium performance in the AI-RAN ...

Nokia expands network portfolio for premium performance in the AI-RAN era #MWC26 Press Release Nokia expands network portfolio for premium performance in the AI-RAN era #MWC26  Nokia expands its industry-leading AirScale portfolio with Doksuri Radios, delivering advancements in energy efficiency, capacity, and deployment simplicity. Doksuri RRHs enable telecommunications providers to build sustainable and AI-ready 5G networks.Nokia launches new Marketplace for Service Management and Orchestration (SMO) Nokia’s advanced connectivity is critical to the AI era, with increased demands on net...

Jeremy Garnier
  • Jeremy Garnier
Jeremy Garnier
  • Jeremy Garnier
 PRESS RELEASE

SMCP - 2025 FY Results

SMCP - 2025 FY Results 2025 Results Press release - Paris, February 26th, 2026 Strong profitability improvement and record free cash-flow generation,reflecting the relevance of the Group’s strategy 2025 Sales at €1,217m, increasing by +1.7% on an organic1 basis vs. 2024 Sales (€1,212m) Sustained organic growth in America and EMEA (excl. France); Asia still impacted by network optimisation, but like-for-like trend in B&M is stabilizing; France impacted by consumption slowdown in H2Strict full-price strategy with a three-point decrease in average in-season discount rate, reaching 20%Negativ...

 PRESS RELEASE

SMCP - Résultats 2025

SMCP - Résultats 2025 Résultats annuels 2025Communiqué - Paris, le 26 février 2026 Forte amélioration de la rentabilité et génération record de free cash-flow,reflétant la pertinence de la stratégie du Groupe Chiffre d’affaires 2025 de 1 217 M€, en hausse de +1,7% en organique1 par rapport à 2024 (1 212 M€) Croissance organique soutenue en Amérique et en EMEA (hors France) ; Asie toujours impactée par l’optimisation du réseau, mais stabilisation des ventes like-for-like dans les magasins physiques ; France affectée par le ralentissement de la consommation au second semestrePoursuite de la...

 PRESS RELEASE

Nokia to deploy AI-ready network solutions in Telefónica's Edge data c...

Nokia to deploy AI-ready network solutions in Telefónica's Edge data centers throughout Spain Press ReleaseNokia to deploy AI-ready network solutions in Telefónica's Edge data centers throughout Spain Exclusive agreement expands collaboration to deliver AI-ready, sovereign digital infrastructure nationwide.Nokia data center networking solutions support Telefónica’s move to distributed Edge architecture bringing compute and storage closer to end users. Nokia awarded exclusive responsibility to deploy the network connectivity for 17 new data center networks, 12 of which are already deployed....

ABGSC Telecom Equipment Research ... (+2)
  • ABGSC Telecom Equipment Research
  • Simon Granath
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