NEWS SUMMARY: FCC. Markets kick off second half of August with drops Although no definitive peace agreement was expected to come from the talks between the US and the Ukraine-Europe delegation, stock markets took the opportunity for profit taking while rewarding defence companies in view of the possible “security guarantee” the US would offer Ukraine. In the STOXX 600, the sectors falling the most were Basic Materials and Autos, with Pharma (driven by Novo Nordisk) and Media rising the most. On...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: FCC Las bolsas empiezan la segunda quincena con caídas Aunque no se esperaba un acuerdo definitivo de Paz en las conversaciones entre EE.UU. y la delegación ucraniana-europea las bolsas aprovecharon para recoger beneficios mientras que premiaba a las empresas de defensa ante la posible “garantía de seguridad” que ofrecería Estados Unidos a Ucrania. En el STOXX 600 los sectores que más cayeron fueron R. Básicos y Autos frente a Farma (impulsada por N...
2Q'25 vs. 2Q'24 Results Sales: € 2.375 Bn (+15.8% vs. +18.1% BS(e)); EBITDA: € 350.9 M (+38.7% vs. +43.4% BS(e)); 1H'25 vs. 1H'24 Results Sales: € 4.557 Bn (+7.5% vs. +8.7% BS(e)); EBITDA: € 675.3 M (+11.0% vs. +13.0% BS(e)); EBIT: € 254.5 M (-28.3% vs. +2.6% BS(e)); Net Profit: € 80.7 M (-71.1% vs. -52.0% BS(e));
2Q'25 vs. 2Q'24 Results Gross Rental Revenues: € 132.2 M (+6.6% vs. +6.9% BS(e) and +6.5% consensus); EBITDA: € 103.3 M (+9.0% vs. +7.2% BS(e) and +2.8% consensus); FFO: € 82.4 M (+8.7% vs. +6.1% BS(e) and -3.7% consensus); 1H'25 vs. 1H'24 Results Gross Rental Revenues: € 264.7 M (+6.6% vs. +6.8% BS(e) and +6.6% consensus); EBITDA: € 205.3 M (+9.0% vs. +8.1% BS(e) and +5.9% consensus); FFO: € 166.6 M (+12.7% vs. +11.4% BS(e) and +6.4% consensus);
Rdos. 2T'25 vs 2T'24: Ventas: 2.375 M euros (+15,8% vs +18,1% BS(e)); EBITDA: 350,9 M euros (+38,7% vs +43,4% BS(e)); Rdos. 1S'25 vs 1S'24: Ventas: 4.557 M euros (+7,5% vs +8,7% BS(e)); EBITDA: 675,3 M euros (+11,0% vs +13,0% BS(e)); EBIT: 254,5 M euros (-28,3% vs +2,6% BS(e)); BDI: 80,7 M euros (-71,1% vs -52,0% BS(e)).
Rdos. 2T'25 vs 2T'24: Ingresos brutos por rentas: 132,2 M euros (+6,6% vs +6,9% BS(e) y +6,5% consenso); EBITDA: 103,3 M euros (+9,0% vs +7,2% BS(e) y +2,8% consenso); FFO: 82,4 M euros (+8,7% vs +6,1% BS(e) y -3,7% consenso). Rdos. 1S'25 vs 1S'24: Ingresos brutos por rentas: 264,7 M euros (+6,6% vs +6,8% BS(e) y +6,6% consenso); EBITDA: 205,3 M euros (+9,0% vs +8,1% BS(e) y +5,9% consenso); FFO: 166,6 M euros (+12,7% vs +11,4% BS(e) y +6,4% consenso).
NEWS SUMMARY: ARCELOR MITTAL, ELECTRICITY SECTOR, FLUIDRA, MELIA, MERLIN PROPERTIES, NEINOR HOMES, REDEIA, VISCOFAN. 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. Growth resisting for now European stock markets ended with slight gains in view of the signs of resistance in the 2Q’25 GDP and ahead of the Fed meeting, w...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ARCELOR MITTAL, FLUIDRA, MELIA, MERLIN PROPERTIES, NEINOR HOMES, REDEIA, SECTOR ELÉCTRICO, VISCOFAN. EUROPA: AB INBEV, AIRBUS, BMW, ING GROEP, SANOFI, SAFRAN, SOCIETE GENERALE, 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. 2T’25 que se publicarán en España y Europa en los próximos días. El crecimien...
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