reports
- Chaima Ferrandon
- Sven Edelfelt
EN BOUYGUES SA
MUV2 MUNICH REINSURANCE COMPANY
CPG COMPASS GROUP PLC
COLR ETABLISSEMENTEN FRANZ COLRUYT N.V.
EOAN E.ON SE
ALO ALSTOM SA
VER VERBUND AG CLASS A
ITX INDUSTRIA DE DISENO TEXTIL S.A.
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
BNR BRENNTAG SE
MERLIN MERLIN PROPERTIES SOCIMI S.A.
HLAG HAPAG-LLOYD AG
INPST INPOST S.A.
DTG DAIMLER TRUCK
FER FERROVIAL SA
- Chaima Ferrandon
- Sven Edelfelt
EN BOUYGUES SA
MUV2 MUNICH REINSURANCE COMPANY
CPG COMPASS GROUP PLC
COLR ETABLISSEMENTEN FRANZ COLRUYT N.V.
EOAN E.ON SE
ALO ALSTOM SA
VER VERBUND AG CLASS A
ITX INDUSTRIA DE DISENO TEXTIL S.A.
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
BNR BRENNTAG SE
MERLIN MERLIN PROPERTIES SOCIMI S.A.
HLAG HAPAG-LLOYD AG
INPST INPOST S.A.
DTG DAIMLER TRUCK
FER FERROVIAL SA
- Ana Arjona-Martinez
- Luis Arredondo
ACS: 1Q’25 RESULTS, CHANGE OF RECOMMENDATION TO UNDERWEIGHT AND T.P. U...
1Q'25 vs. 1Q'24 Results: Sales: € 11.790 Bn (+35.4% vs. +33.6% BS(e) and +25.1% consensus); EBITDA: € 699.0 M (+51.6% vs. +50.7% BS(e) and +47.7% consensus); EBIT: € 470.0 M (+43.7% vs. +28.4% BS(e) and +71.3% consensus); Net Profit: € 191.0 M (+7.9% vs. +6.5% BS(e) and -3.4% consensus);
- Luis Arredondo
ACS: RDOS. 1T’25, CAMBIO DE RECOMENDACIÓN A INFRAPONDERAR Y DE P.O. AL...
Rdos. 1T'25 vs 1T'24: Ventas: 11.790 M euros (+35,4% vs +33,6% BS(e) y +25,1% consenso); EBITDA: 699,0 M euros (+51,6% vs +50,7% BS(e) y +47,7% consenso); EBIT: 470,0 M euros (+43,7% vs +28,4% BS(e) y +71,3% consenso); BDI: 191,0 M euros (+7,9% vs +6,5% BS(e) y -3,4% consenso);
- Research Department
IBERIAN DAILY 13 MAY + 1Q’25 RESULTS. HIGHLIGHTS AND REST OF PREVIEWS ...
NEWS SUMMARY: ACCIONA, ACCIONA ENERGÍA, ACS, ELECTRICITY AND GAS SECTOR, GRIFOLS. 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. Markets become euphoric The agreement between the US and China to lower tariffs fuelled global stock markets again. In the STOXX 600, most sectors (14/20) ended the week with gains, led by ...
- Research Department
INFORME DIARIO 13 MAYO + RDOS. ESPAÑA Y EUROPA 1T’25. IDEAS DESTACADAS...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACS, GRIFOLS, ACCIONA, ACCIONA ENERGÍA, SECTOR ELÉCTRICO Y GASISTA. EUROPA: BAYER, MUNICH RE. 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. El mercado se pone en modo eufórico El acuerdo entre EE.UU. y China para reducir los aranceles impuls...
- Luis Arredondo
- Luis Arredondo
ACS: 4Q’24 RESULTS (ANÁLISIS BANCO SABADELL)
4Q'24 vs. 4Q'23 Results Sales: € 11.931 Bn (+27.7% vs. +17.7% BS(e) and +18.2% consensus); EBITDA: € 777.0 M (+60.5% vs. +45.2% BS(e) and +47.5% consensus); EBIT: € 511.0 M (+44.4% vs. +27.9% BS(e) and +21.5% consensus); Net Profit: € 223.0 M (+9.3% vs. -10.9% BS(e) and -2.5% consensus); FY2024 vs. FY2023 Results Sales: € 41.633 Bn (+16.5% vs. +13.9% BS(e) and +14.0% consensus); EBITDA: € 2.456 Bn (+28.7% vs. +24.8% BS(e) and +25.4% consensus); EBIT: € 1.59 Bn (+19.9% vs. +15.5% BS(e) and +13.8%...
- Luis Arredondo
- Ahmed Ben Salem
LHN HOLCIM AG
LR LEGRAND
VIE VEOLIA ENVIRONNEMENT SA
SGO COMPAGNIE DE SAINT-GOBAIN SA
RR. ROLLS-ROYCE HOLDINGS PLC
ENGI ENGIE SA.
SK SEB SA
EBS ERSTE GROUP BANK AG
MUV2 MUNICH REINSURANCE COMPANY
TEP TELEPERFORMANCE SE
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
ENI ENI S.P.A.
GRF GRIFOLS S.A. CLASS A
ELE ENDESA S.A.
BAS BASF SE
UCB UCB S.A.
WPP WPP PLC
CRG CRH PLC
ANA ACCIONA SA
ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
IBE IBERDROLA SA
MERLIN MERLIN PROPERTIES SOCIMI S.A.
GRF.P GRIFOLS S.A. PREF CLASS B
BP. BP P.L.C.
DNP DINO POLSKA S.A.
LAND LAND SECURITIES GROUP PLC
RMV RIGHTMOVE PLC
NEXI NEXI S.P.A.
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
FER FERROVIAL SA
PUIG PUIG BRANDS
- Ahmed Ben Salem
LHN HOLCIM AG
LR LEGRAND
VIE VEOLIA ENVIRONNEMENT SA
SGO COMPAGNIE DE SAINT-GOBAIN SA
RR. ROLLS-ROYCE HOLDINGS PLC
ENGI ENGIE SA.
SK SEB SA
EBS ERSTE GROUP BANK AG
MUV2 MUNICH REINSURANCE COMPANY
TEP TELEPERFORMANCE SE
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
ENI ENI S.P.A.
GRF GRIFOLS S.A. CLASS A
ELE ENDESA S.A.
BAS BASF SE
UCB UCB S.A.
WPP WPP PLC
CRG CRH PLC
ANA ACCIONA SA
ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
IBE IBERDROLA SA
MERLIN MERLIN PROPERTIES SOCIMI S.A.
GRF.P GRIFOLS S.A. PREF CLASS B
BP. BP P.L.C.
DNP DINO POLSKA S.A.
LAND LAND SECURITIES GROUP PLC
RMV RIGHTMOVE PLC
NEXI NEXI S.P.A.
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
FER FERROVIAL SA
PUIG PUIG BRANDS
- Luis Arredondo
ACS: RDOS. 4T’24 (ANÁLISIS BANCO SABADELL)
Rdos. 4T'24 vs 4T'23: Ventas: 11.931 M euros (+27,7% vs +17,7% BS(e) y +18,2% consenso); EBITDA: 777,0 M euros (+60,5% vs +45,2% BS(e) y +47,5% consenso); EBIT: 511,0 M euros (+44,4% vs +27,9% BS(e) y +21,5% consenso); BDI: 223,0 M euros (+9,3% vs -10,9% BS(e) y -2,5% consenso). Rdos. 2024 vs 2023: Ventas: 41.633 M euros (+16,5% vs +13,9% BS(e) y +14,0% consenso); EBITDA: 2.456 M euros (+28,7% vs +24,8% BS(e) y +25,4% consenso); EBIT: 1.590 M euros (+19,9% vs +15,5% BS(e) y +13,8% consenso); BDI...
- Research Department
IBERIAN DAILY 28 FEBRUARY + 4Q'24 RESULTS. PREVIEWS (ANÁLISIS BANCO SA...
NEWS SUMMARY: ACERINOX, ACCIONA, ACCIONA ENERGÍA, ACS, AMADEUS, COLONIAL, ENCE, FERROVIAL, GRIFOLS, MELIÁ HOTELES, MERLIN PROPERTIES, PUIG BRANDS, REPSOL, SACYR, 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 4Q’24 results to be released over the coming days in Spain. Losses in Europe Despite many companies releasing their 4Q’24 results yesterday, the session was mar...
SYV SACYR S.A.
REP REPSOL SA
VID VIDRALA SA
ANA ACCIONA SA
AAD AMADEUS FIRE AG
VIS VISCOFAN S.A.
AMS AMADEUS IT GROUP SA CLASS A
ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
ENC ENCE ENERGIA Y CELULOSA SA
MERLIN MERLIN PROPERTIES SOCIMI S.A.
FER FERROVIAL S.A.
MEL MELIA HOTELS INTERNATIONAL S.A.
COL SM INMOBILIARIA COLONIAL (COL SM)
GRF SM GRIFOLS (GRF SM)
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
PUIG PUIG BRANDS
- Ana Arjona-Martinez
- Research Department
INFORME DIARIO 28 FEBRERO + RDOS. ESPAÑA Y EUROPA 4T’24. PREVIEWS (ANÁ...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACERINOX, ACCIONA, ACCIONA ENERGÍA, ACS, AMADEUS, COLONIAL, ENCE, FERROVIAL, GRIFOLS, MELIÁ HOTELES, MERLIN PROPERTIES, PUIG BRANDS, REPSOL, SACYR, VIDRALA, VISCOFAN. EUROPA: ALLIANZ, BASF, ENI. 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’24 que se publicarán en España y Europa en los próximos días. P...
ACX ACERINOX SA
SYV SACYR S.A.
ENI ENI S.P.A.
BAS BASF SE
REP REPSOL SA
VID VIDRALA SA
ANA ACCIONA SA
VIS VISCOFAN S.A.
AMS AMADEUS IT GROUP SA CLASS A
ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
ENC ENCE ENERGIA Y CELULOSA SA
MERLIN MERLIN PROPERTIES SOCIMI S.A.
FER FERROVIAL S.A.
MEL MELIA HOTELS INTERNATIONAL S.A.
COL SM INMOBILIARIA COLONIAL (COL SM)
GRF SM GRIFOLS (GRF SM)
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
PUIG PUIG BRANDS
- Research Department
INFORME DIARIO 20 FEBRERO + RDOS. ESPAÑA Y EUROPA 4T’24. IDEAS DESTACA...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACS, IBERDROLA, REPSOL, ROVI. EUROPA: AIRBUS, MERCEDES BENZ GROUP, SCHNEIDER ELECTRIC. 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’24 que se publicarán en España y Europa en los próximos días. Las bolsas se toman un respiro desde los máximos Las plazas europeas sufrieron pérdidas superiores al -1% d...
- Research Department
IBERIAN DAILY 20 FEBRUARY + 4Q’24 RESULTS. HIGHLIGHTS AND REST OF PREV...
NEWS SUMMARY: ACS, IBERDROLA, REPSOL, ROVI. 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’24 results to be released over the coming days in Spain. Stock markets take a break from highs European stock markets slid >-1% after new tariff threats by D. Trump whereas the US made progress and managed to close the 2025 gap. In the STOXX 600, defensive sectors such as Utilities an...
- Bruno Cavalier
- Hela Zarrouk
- Steven Boumans
DKSH DKSH HOLDING AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
FAGR FAGRON SA
BRBY BURBERRY GROUP PLC
HOT HOCHTIEF AG
KER KERING SA
VOE VOESTALPINE AG
01913 PRADA S.P.A.
BYG BIG YELLOW GROUP PLC
TIETO TIETOEVRY OYJ
LPP LPP S.A.
CIE CIE AUTOMOTIVE S.A.
MONC MONCLER SPA
ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
SAFE SAFESTORE HOLDINGS PLC
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
WLN WORLDLINE SA
NEXI NEXI S.P.A.
RWI RENEWI PLC
SHUR SHURGARD SELF STORAGE LIMITED
BRE BREMBO S.P.A.
- Bruno Cavalier
- Hela Zarrouk
- Steven Boumans
DKSH DKSH HOLDING AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
FAGR FAGRON SA
BRBY BURBERRY GROUP PLC
HOT HOCHTIEF AG
KER KERING SA
VOE VOESTALPINE AG
01913 PRADA S.P.A.
BYG BIG YELLOW GROUP PLC
TIETO TIETOEVRY OYJ
LPP LPP S.A.
CIE CIE AUTOMOTIVE S.A.
MONC MONCLER SPA
ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
SAFE SAFESTORE HOLDINGS PLC
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
WLN WORLDLINE SA
NEXI NEXI S.P.A.
RWI RENEWI PLC
SHUR SHURGARD SELF STORAGE LIMITED
BRE BREMBO S.P.A.
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