ENAGÁS: MENSAJES DE LA CONFERENCE CALL RDOS. 2025 (ANÁLISIS BANCO SABA...

De la Conference call de Rdos. 2025 destacamos los siguientes mensajes:

ENAGAS: FY2025 RESULTS (ANÁLISIS BANCO SABADELL)

FY2025 Results vs. FY2024: EBITDA: € 675.7 M (-11.2% vs. -11.4% BS(e) and -11.7% consensus); Net Profit: € 266.3 M (-14.1% vs. -13.6% BS(e) and -11.6% consensus);

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 17/02/2026

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 02/17/2026

Enagas : FY 2025 results in line, fully prepared to meet hydrogen deve...

ENAGÁS: RDOS. 2025 (ANÁLISIS BANCO SABADELL)

Rdos. 2025 vs 2024: EBITDA: 675,7 M euros (-11,2% vs -11,4% BS(e) y -11,7% consenso); BDI: 266,3 M euros (-14,1% vs -13,6% BS(e) y -11,6% consenso);

INFORME DIARIO 17 FEBRERO + RDOS. ESPAÑA Y EUROPA. IDEAS DESTACADAS Y ...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CIE AUTOMOTIVE, ENAGÁS, GRIFOLS, INDRA, SECTOR ELÉCTRICO. 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. Lunes de transición Las bolsas comenzaron la semana con escasas referencias por los festivos de EE.UU. (día de los presidentes) y China ...

IBERIAN DAILY 17 FEBRUARY + 4Q’25 RESULTS. HIGHLIGHTS AND REST OF PREV...

NEWS SUMMARY: CIE AUTOMOTIVE, ELECTRICITY SECTOR, ENAGAS, GRIFOLS, INDRA. 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 4Q’25 results to be released over the coming days in Spain. A transitional session Stock markets kicked off the week with few references due to the US (Presidents’ Day) and Chinese (Lunar New Year) holiday, with the Ibex leading gains in Europe again. In the...

INFORME DIARIO 13 FEBRERO + RDOS. ESPAÑA. IDEAS DESTACADAS Y PREVIEWS ...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: REPSOL, TELEFÓNICA. EUROPA: HERMÈS INT., L’ORÉAL, SAFRAN. 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. Siguen las dudas sobre la rentabilidad de la IA Las bolsas europeas revertieron las ganancias en el tramo final de la sesión, presionadas...

IBERIAN DAILY 13 FEBRUARY + 4Q’25 RESULTS. HIGHLIGHTS AND REST OF PREV...

NEWS SUMMARY: REPSOL, TELEFÓNICA. 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 4Q’25 results to be released over the coming days in Spain. Doubts on AI profitability continue European stock markets reversed the gains at the end of the session, pressured by the uncertainty surrounding margins in the US tech sector (the Nasdaq fell -2.0%) and by sales in commodities and crypto...

Coffee, Croissants & Credit/Alphabet, Telefonica, Gecina, WP Carey

Alphabet goes with CHF and GBP – but Reverse Yankee supply is still set to rise / Telefonica has agreed to sell Telefonica Chile / Gecina FY25: solid results, notes momentum continues to build in Paris prime offices / WP Carey 4Q25: beats consensus and increases 2026 guidance

Millicom (Buy, TP: $70, +7%) Millicom acquires Telefonica Chile: A po...

Millicom has announced today that it has acquired a 49% stake in Telefonica Chile, with the option to buy the remaining 51% in year 5 and 6 post closing. We see this deal as a potentially valuable option, though market may have concerns Millicom is stretching management too thinly.

IBERIAN DAILY 11 FEBRUARY + 4Q’25 RESULTS. HIGHLIGHTS AND REST OF PREV...

NEWS SUMMARY: ENDESA, INDRA, INSURANCE SECTOR, SANTANDER, TELEFÓNICA. 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 4Q’25 results to be released over the coming days in Spain. Ibex remains at 18,100 points Stock markets fell in a transition session, waiting the employment data to be released today in the US. In the STOXX 600, the best-performing sectors were Chemicals and Aut...

INFORME DIARIO 11 FEBRERO + RDOS. ESPAÑA Y EUROPA 4T’25. IDEAS DESTACA...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ENDESA, INDRA, SANTANDER, SECTOR SEGUROS, TELEFÓNICA. EUROPA: AHOLD DELHAIZE, BAYER. 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. El Ibex mantiene los 18.100 puntos Ligeras caídas en los mercados en una jornada de transición a la espera de l...

Millicom (Buy, TP: $70, +7%) acquires Telefonica Chile: A potentially ...

Millicom has announced today that it has acquired a 49% stake in Telefonica Chile, with the option to buy the remaining 51% in year 5 and 6 post closing.

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 09/02/2026

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 02/09/2026

Enagas : Resilient operating cash flow ready to face the hydrogen deve...

Credit Morning 02/06/2026

Jaguar Land Rover (Q3 2025/26): last quarter affected by cyberattack, before other headwinds|Coty: major profits warning under new CEO|End of discussions on the proposed merger between Glencore and Rio Tinto|

Morning Crédit 06/02/2026

Jaguar Land Rover (T3 2025/26) : un dernier trimestre plombé par la cyberattaque, avant d’autres vents contraires|Coty : profit warning important sous l’égide du nouveau CEO|Fin des discussions sur le projet de fusion entre Glencore et Rio Tinto|