ENDESA: 1H’25 RESULTS (ANÁLISIS BANCO SABADELL)

2Q'25 vs. 2Q'24 Results EBITDA: € 1.28 Bn (-4.0% vs. -5.2% BS(e) and -2.4% consensus); Net Profit: € 458.0 M (-9.8% vs. -12.8% BS(e) and -7.5% consensus); 1H'25 vs. 1H'24 Results EBITDA: € 2.711 Bn (+12.3% vs. +11.7% BS(e) and +13.3% consensus); Net Profit: € 1.041 Bn (+30.1% vs. +27.6% BS(e) and +31.0% consensus);

Endesa : H1 2025 in line with expectations

Endesa : H1 2025 in line with expectations

ENDESA: RDOS. 1S’25 (ANÁLISIS BANCO SABADELL)

Rdos. 2T'25 vs 2T'24: EBITDA: 1.280 M euros (-4,0% vs -5,2% BS(e) y -2,4% consenso); BDI: 458,0 M euros (-9,8% vs -12,8% BS(e) y -7,5% consenso); Rdos. 1S'25 vs 1S'24: EBITDA: 2.711 M euros (+12,3% vs +11,7% BS(e) y +13,3% consenso); BDI: 1.041 M euros (+30,1% vs +27,6% BS(e) y +31,0% consenso);

INFORME DIARIO 29 JULIO + RDOS. ESPAÑA Y EUROPA 2T’25. IDEAS DESTACADA...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACCIONA, ACCIONA ENERGÍA, CAF, ENDESA, IBERDROLA, UNICAJA. EUROPA: AIR LIQUIDE, ESSILORLUXOTTICA, PHILIPS. 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. Tras el acuerdo… Europa termina en pérdidas La digestión del acuerdo comercial fue apagan...

IBERIAN DAILY 29 JULY + 2Q’25 RESULTS. HIGHLIGHTS AND REST OF PREVIEWS...

NEWS SUMMARY: ACCIONA, ACCIONA ENERGÍA, CAF, ENDESA, IBERDROLA, UNICAJA. 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. After the agreement... losses in Europe With the digestions of the trade agreement, the initial gains for European stock markets turned into drops near -0.5%. Negotiations on microchips, pharma produ...

Iberdrola S.A.: 1 director

A director at Iberdrola S.A. bought 1,000,000 shares at 15.380EUR and the significance rating of the trade was 69/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years cle...

INFORME DIARIO 28 JULIO + RDOS. ESPAÑA Y EUROPA 2T’25. IDEAS DESTACADA...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: BANCO SANTANDER, IBERDROLA, TELEFÓNICA. EUROPA: AXA. 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. Acuerdo comercial entre Europa y EE.UU. Semana de poco movimiento en Europa, donde finalmente se anunció el acuerdo comercial entre EE.UU. y la...

IBERIAN DAILY 28 JULY + 2Q’25 RESULTS. HIGHLIGHTS AND REST OF PREVIEWS...

NEWS SUMMARY: IBERDROLA, 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 2Q’25 results to be released over the coming days in Spain. Trade agreement between Europe and the US It was a week of little movement in Europe, where the trade agreement between the EU and the US was announced in the end with a general 15% tariff (vs. the threats of 30%) that will ...

IBERIAN DAILY 25 JULY + 2Q’25 RESULTS. HIGHLIGHTS AND REST OF PREVIEWS...

NEWS SUMMARY: ALMIRALL, COLONIAL, IBERDROLA, TALGO. 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. ECB keeps interest rates unchanged European stock markets saw a session that ended worse than it began, where the IBEX stood out with a gain of more than 1.5% to 14,250 points. Among the factors behind this performance w...

INFORME DIARIO 25 JULIO + RDOS. ESPAÑA Y EUROPA 2T’25. IDEAS DESTACADA...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ALMIRALL, COLONIAL, IBERDROLA, TALGO. EUROPA: ENI, LVMH, VOLKSWAGEN. 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 BCE mantiene los tipos de interés Las bolsas europeas vivieron una sesión de más a menos, con el Ibex volviendo a sobresalir...

Iberdrola : A solid H1 2025, a € 5bn capital increase and a CMD on 24 ...

INFORME DIARIO 24 JULIO + RDOS. ESPAÑA Y EUROPA 2T’25. IDEAS DESTACADA...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACS, BANKINTER, CAF, COLONIAL, IBERDROLA, INDRA, REPSOL, ROVI, VIDRALA. EUROPA: BNP PARIBAS, DEUTSCHE TELEKOM, NOKIA, PERNOD RICARD, UNICREDIT. 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. Mayores esperanzas en las negociaciones comerciales ...

IBERIAN DAILY 24 JULY + 2Q’25 RESULTS. HIGHLIGHTS AND REST OF PREVIEWS...

NEWS SUMMARY: ACS, AEDAS HOMES, BANKINTER, CAF, COLONIAL, IBERDROLA, INDRA, REPSOL, ROVI, VIDRALA. 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. Greater expectations in trade negotiations European stock exchanges recovered the ground lost the previous session, rallying around +1.0% after the trade agreement with Japa...

Iberdrola : Un S1 25 solide, 5 Md€ d’augmentation de capital et un CMD...

IBERDROLA: FIJACIÓN DEL PRECIO Y VOLUMEN DEFINITIVOS DEL AUMENTO DE CA...

IBE fija el precio de emisión de las acciones nuevas en 15,15 euros/acc (-4,68% sobre la cotización de ayer).

ACS: RDOS. 2T’25 DE HOCHTIEF (ANÁLISIS BANCO SABADELL)

Hochtief (~80% ACS) acaba de publicar unos Rdos. 2T’25 por encima en ventas (+20% vs 2T’24 vs +14% consenso) aunque bastante en línea a nivel de BDI operativo (188 M euros vs 181 M euros consenso; +18% vs 2T’24).

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 07/23/2025

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 23/07/2025

IBERDROLA: 1H’25 RESULTS AND CAPITAL INCREASE ANNOUNCED (ANÁLISIS BANC...

2Q'25 vs. 2Q'24 Results EBITDA: € 3.562 Bn (-5.2% vs. -5.8% BS(e) and -5.8% consensus); Net Profit: € 1.558 Bn (+13.3% vs. +4.7% BS(e) and +5.5% consensus); 1H'25 vs. 1H'24 Results EBITDA: € 8.286 Bn (+4.9% vs. +2.9% BS(e) and +2.9% consensus); Net Profit: € 3.562 Bn (+20.0% vs. +16.0% BS(e) and +12.5% consensus);