reports
- Maxime Kogge
- Maxime Kogge
- Maxime Kogge
- Thomas Zlowodzki
- Maxime Kogge
- Thomas Zlowodzki
- Pierre Tegner
- Pierre Tegner
- Martial Descoutures
- Martial Descoutures
- Research Department
PUIG BRANDS: 1H’25 RESULTS (ANÁLISIS BANCO SABADELL)
1H'25 vs. 1H'24 Results Sales: € 2.299 Bn (+5.9% vs. +6.2% BS(e) and +6.3% consensus); Adjusted EBITDA: € 445.4 M (+8.6% vs. +6.5% BS(e) and +6.7% consensus); Adjusted EBIT: € 332.31 M (+6.2% vs. +5.0% BS(e) and +5.5% consensus); Adjusted Net Profit: € 247.3 M (+3.9% vs. +10.2% BS(e) and n.a. consensus);
- Christophe-Raphaël Ganet
- Pierre Tegner
- Martin Marandon-Carlhian
- Stephane Houri
- Research Department
IBERIAN DAILY 10 SEPTEMBER (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: CHANGES IBEX, INDITEX, PUIG BRANDS, SANTANDER. IBEX holds on above 15,000 It was a session of little movement and few macro references on European stock markets after the fall of the French Govt. was confirmed. In the STOXX 600, the best-performing sectors were Basic Materials and Energy, with Autos and Construction falling the most. On the macro side, in the US, August’s SME confidence (NFIB) rose more than expected to its highest level since January. The preliminary annual revie...
- Ana Arjona-Martinez
- Yan Derocles
Flughafen Zürich : Noida dreams; Zurich reality
Flughafen Zürich is a high-quality airport operator with a solid regulated base in Zurich Airport (c.40% of total EBIT). While traffic growth remains strong, the upcoming regulatory reset is set to bring ROIC at the regulated scope back toward the 5.5-6.5% allowed range and result in tariff cuts c.10% (ODDO BHFe). Commercial upside is constrained by near-term construction works while uncertainty about growth in retail spend per passenger remains. The international portfolio offers scale and opti...
- Martin Marandon-Carlhian
- Stephane Houri
- Christophe-Raphaël Ganet
- Pierre Tegner
- Research Department
INFORME DIARIO 10 SEPTIEMBRE (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: INDITEX, SANTANDER, PUIG. El Ibex aguanta en los 15.000 puntos Jornada de poco movimiento y escasas referencias macro significativas en las bolsas europeas, una vez confirmada la caída del Gobierno en Francia. En el STOXX 600 los mejores sectores fueron R. Básicos y Energía frente a Autos y Construcción que fueron los que más cayeron. Por el lado macro, en EE.UU. la confianza de las PyMes NFIB de agosto repuntó más de lo esperado hasta el nivel más...
Novo Nordisk to streamline operations and reinvest for growth
Novo Nordisk to streamline operations and reinvest for growth Transformation to increase speed and redirect resources to growth opportunities within diabetes and obesity, aiming at reaching millions of untreated patientsIntention to reduce ~9,000 roles globally with the expectation to deliver DKK 8bn of annualised savings by the end of 2026One-off restructuring costs of DKK 8bn leading to an updated full-year 2025 operating profit growth outlook of 4–10% at CER Bagsværd, Denmark, 10 September 2025 – Novo Nordisk today announced a company-wide transformation to simplify its organisation, im...
- Cor Kluis
- Carole Braudeau
- Carole Braudeau
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