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Anthony Dick ... (+2)
  • Anthony Dick
  • Michael Foundoukidis
Anthony Dick ... (+2)
  • Anthony Dick
  • Michael Foundoukidis
Carole Braudeau
  • Carole Braudeau

Credit Morning 04/23/2025

Europcar Mobility Group ended 2024 with corporate EBITDA of -€ 35m|Q1 25 trading update: Moderate growth, confirms FY 25 guidance, sees no tariffs risk|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 23/04/2025

Europcar Mobility Group a fini 2024 avec un EBITDA Corporate de -35 m EUR|Q1 25 trading update: Moderate growth, confirms FY 25 guidance, sees no tariffs risk|

Anthony Dick ... (+2)
  • Anthony Dick
  • Michael Foundoukidis
Anthony Dick ... (+2)
  • Anthony Dick
  • Michael Foundoukidis
Research Department
  • Research Department

IBERIAN DAILY 23 APRIL + 1Q’25 RESULTS. PREVIEWS (ANÁLISIS BANCO SABAD...

NEWS SUMMARY: COLONIAL, SANTANDER. 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’25 results to be released over the coming days in Spain. US stock markets try to recover European stock markets ended with gains of 0.5%, benefiting from the US rally where the 1Q’25 earnings season is improving slightly. Within the STOXX 600, Consumer Goods and Basic Resources were the best p...

Research Department
  • Research Department

INFORME DIARIO 23 ABRIL + RDOS. ESPAÑA Y EUROPA 1T’25. PREVIEWS (ANÁLI...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: COLONIAL, SANTANDER. EUROPA: DANONE, SAP. 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’25 que se publicarán en España y Europa en los próximos días. EE.UU. intenta recuperarse Las bolsas europeas terminaron con subidas de medio punto, beneficiadas por el rebote de EE.UU. donde la temporada de resultado...

Research Department
  • Research Department

INFORME DIARIO 09 ABRIL (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: FLUIDRA, GREENING, SANTANDER. Rebote de corta duración con la entrada en vigor de los aranceles Hoy entran en vigor los aranceles recíprocos en Europa (20%) y en China (104%, donde el arancel a “minimis” se elevan un 90% frente al 30% inicial) pero ayer las bolsas de Europa y EE.UU. rebotaban con subidas superiores al +2,5% con la esperanza de posibles cesiones a ambos lados del Atlántico mientras duran las negociaciones. El Ibex recuperó los 12.00...

Research Department
  • Research Department

IBERIAN DAILY 09 APRIL (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: FLUIDRA, GREENING, SANTANDER. Short-lived rally with tariffs going into force Today the reciprocal tariffs on Europe (20%) and China (104%, where the de minimis tariff rises to 90% vs. the initial 30%), but yesterday European and US stock markets rallied with gains of more than +2.5% with the hope of possible concessions on both sides of the Atlantic in the ongoing negotiations. The IBEX rose back above 12,000 points. In the STOXX 600, all the sectors closed with gains, led by In...

Marine Leleux ... (+3)
  • Marine Leleux
  • Maureen Schuller
  • Suvi Platerink Kosonen

Bank Brunch/Banks and tariffs, CSRD postponement vote, tariffs' effect...

Who's who: banks and tariffs. European Parliament votes a two year postponement of CSRD waves two and three. Tariffs on, risks off: credit set to leak

Marine Leleux ... (+3)
  • Marine Leleux
  • Maureen Schuller
  • Suvi Platerink Kosonen

Bank Brunch/Banks and tariffs, CSRD postponement vote, tariffs' effect...

Who's who: banks and tariffs. European Parliament votes a two year postponement of CSRD waves two and three. Tariffs on, risks off: credit set to leak

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