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Stephane Foucaud
  • Stephane Foucaud
PREMIUM
GALP GALP Energia SG...
SEY Sterling Energy... ... (+20)

AUCTUS ON FRIDAY - 21/02/2025

AUCTUS PUBLICATIONS ________________________________________ Condor Energies (CDR CN)C; Target price of C$5.60 per share: Very high flow rate at bypassed zone boosts production and unlocks reserves - A potential bypassed 60 m gas pay section, identified using advanced cased-hole logging tools and reprocessed existing 3-D seismic data, was put in production over a 23 m perforated interval at a rate of 1,100 boe/d, increasing to 1,300 boe/d over the past five days as the completion fluid has been ...

GALP GALP ENERGIA SGPS SA CLASS B
SEY STERLING ENERGY PLC
MUR MURPHY OIL CORPORATION
ENI ENI S.P.A.
REP REPSOL SA
BOR BORDERS & SOUTHERN PETROLEUM PLC
PANR PANTHEON RESOURCES
BPV BAHAMAS PETROLEUM CO. PLC
SQZ SERICA ENERGY
PHAR PHAROS ENERGY
DGOC DIVERSIFIED GAS & OIL
ZPHR ZEPHYR ENERGY
CRCL CORCEL
TAL PETROTAL (TAL)
WDS WOODSIDE PETROLEUM LTD
PNOR PETRONOR E&P LTD
ITH ITHACA ENERGY PLC
Z29 029 GROUP SE
CDR CONDOR ENERGIES INC
PLSR PULSAR HELIUM INC.
23h / 20m 23h / 20m 1 EN
Louis Boujard ... (+3)
  • Louis Boujard
  • CFA
  • Philippe Ourpatian
AC ACCOR SA
AI AIR LIQUIDE SA
RNO RENAULT SA
DAI DAIMLER AG
RAND RANDSTAD NV
AIR AIRBUS SE
REP REPSOL SA
GAS NATURGY ENERGY GROUP S.A.
ASSA B ASSA ABLOY AB CLASS B
LDO LEONARDO SPA
MOL MOL HUNGARIAN OIL & GAS PLC CLASS A
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
SIK SIKA AG
KBX KNORR-BREMSE AG
STMN STRAUMANN HOLDING AG
TEN TENARIS S.A.
23h / 25m 23h / 25m 1 EN
Louis Boujard ... (+3)
  • Louis Boujard
  • CFA
  • Philippe Ourpatian
AC ACCOR SA
AI AIR LIQUIDE SA
RNO RENAULT SA
DAI DAIMLER AG
RAND RANDSTAD NV
AIR AIRBUS SE
REP REPSOL SA
GAS NATURGY ENERGY GROUP S.A.
ASSA B ASSA ABLOY AB CLASS B
LDO LEONARDO SPA
MOL MOL HUNGARIAN OIL & GAS PLC CLASS A
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
SIK SIKA AG
KBX KNORR-BREMSE AG
STMN STRAUMANN HOLDING AG
TEN TENARIS S.A.
23h / 57m 23h / 57m 1 FR
Olfa Taamallah ... (+2)
  • Olfa Taamallah
  • Yan Derocles
02/21/25 February 21, 2025 1 EN
Ahmed Ben Salem
  • Ahmed Ben Salem
02/21/25 February 21, 2025 1 EN
Olfa Taamallah ... (+2)
  • Olfa Taamallah
  • Yan Derocles
02/21/25 February 21, 2025 1 FR
Ahmed Ben Salem
  • Ahmed Ben Salem
02/21/25 February 21, 2025 1 FR
Virginia Romero
  • Virginia Romero
EUR 100.00
REP REPSOL SA

REPSOL: 4Q’24 RESULTS (ANÁLISIS BANCO SABADELL)

4Q'24 vs. 4Q'23 Results Net Profit: € 643.0 M (-46.1% vs. -50.1% BS(e) and -49.9% consensus); FY2024 vs. FY2023 Results Net Profit: € 3.327 Bn (-33.6% vs. -35.5% BS(e) and -37.6% consensus);

02/20/25 February 20, 2025 1 EN
Luis Arredondo
  • Luis Arredondo
EUR 400.00
ROVI Laboratorios Fa...

ROVI: UN ESCENARIO MÁS CONSERVADOR (ANÁLISIS BANCO SABADELL)

Un escenario más conservador para CDMO. SOBREPONDERAR Tras su reciente “profit warning”, revisamos estimaciones un -26% en EBITDA’24-26e para reflejar un escenario más conservador en CDMO (ventas -17% en 2024e y -16% y 2025e) y unas menores ventas pico de Risperidona ISM (~101 M euros vs guidance 100/200 M) por su decisión de no comercializar Risvan en EE.UU. Reducimos P.O. un -20% hasta 72,0 euros/acc. (+31% potencial) y reiteramos SOBREPONDERAR tras la fuerte corrección (-13% en 2025; -24% vs ...

ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
02/20/25 February 20, 2025 1 ES
Alvaro del Pozo
  • Alvaro del Pozo
EUR 100.00
AIR AIRBUS SE

AIRBUS: RDOS. 4T’24 (ANÁLISIS BANCO SABADELL)

Rdos. 4T'24 vs 4T'23: Ventas: 24.716 M euros (+8,0% vs +6,0% BS(e) y +7,8% consenso); EBIT: 2.556 M euros (+15,8% vs +20,5% BS(e) y +17,9% consenso); BDI: 1.854 M euros (+12,5% vs +18,1% BS(e) y +15,8% consenso). Rdos. 2024 vs 2023: Ventas: 69.230 M euros (+5,8% vs +5,1% BS(e) y +5,7% consenso); EBIT: 5.354 M euros (-8,3% vs -6,5% BS(e) y -7,5% consenso); BDI: 3.991 M euros (-9,6% vs -7,6% BS(e) y -8,4% consenso).

02/20/25 February 20, 2025 1 ES
Luis Arredondo
  • Luis Arredondo
EUR 400.00
ROVI Laboratorios Fa...

ROVI: UN ESCENARIO MÁS CONSERVADOR (ANÁLISIS BANCO SABADELL)

Un escenario más conservador para CDMO. SOBREPONDERAR Tras su reciente “profit warning”, rebajamos un -26% en EBITDA’24-26e para reflejar un escenario más conservador en CDMO y menores ventas pico de Risperidona ISM (~101 M euros vs guidance 100/200 M). Reducimos P.O. un -20% hasta 72,0 euros/acc. (+31% potencial). Tras la corrección (-13% en 2025; -24% vs IBEX) descuenta una valoración del negocio de CDMO en 7,4x EV/EBITDA. Su CMD (marzo) será una cita clave para recuperar la confianza.

ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
02/20/25 February 20, 2025 1 ES
Emira Sagaama ... (+3)
  • Emira Sagaama
  • Oliver Metzger
  • Wim Gille
AC ACCOR SA
CA CARREFOUR SA
ADP AEROPORTS DE PARIS SA
AAL ANGLO AMERICAN PLC
SU SCHNEIDER ELECTRIC SE
RNO RENAULT SA
COV COVIVIO SA
DAI DAIMLER AG
RXL REXEL SA
PHIA KONINKLIJKE PHILIPS N.V.
HOT HOCHTIEF AG
EOAN E.ON SE
RWE RWE AG
AIR AIRBUS SE
REP REPSOL SA
BA. BAE SYSTEMS PLC
RTLL RTL GROUP S.A.
STR STRABAG SE
NN NN GROUP N.V.
RIO RIO TINTO PLC
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
EVD CTS EVENTIM AG & CO. KGAA
KBX KNORR-BREMSE AG
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
AGN AEGON N.V.
TEN TENARIS S.A.
UN0 UNIPER SE
02/20/25 February 20, 2025 1 EN
Emira Sagaama ... (+3)
  • Emira Sagaama
  • Oliver Metzger
  • Wim Gille
AC ACCOR SA
CA CARREFOUR SA
ADP AEROPORTS DE PARIS SA
AAL ANGLO AMERICAN PLC
SU SCHNEIDER ELECTRIC SE
RNO RENAULT SA
COV COVIVIO SA
DAI DAIMLER AG
RXL REXEL SA
PHIA KONINKLIJKE PHILIPS N.V.
HOT HOCHTIEF AG
EOAN E.ON SE
RWE RWE AG
AIR AIRBUS SE
REP REPSOL SA
BA. BAE SYSTEMS PLC
RTLL RTL GROUP S.A.
STR STRABAG SE
NN NN GROUP N.V.
RIO RIO TINTO PLC
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
EVD CTS EVENTIM AG & CO. KGAA
KBX KNORR-BREMSE AG
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
TEN TENARIS S.A.
UN0 UNIPER SE
02/20/25 February 20, 2025 1 FR
Ahmed Ben Salem
  • Ahmed Ben Salem
02/20/25 February 20, 2025 1 EN
Ahmed Ben Salem
  • Ahmed Ben Salem
02/20/25 February 20, 2025 1 FR
Alfonso Mariategui
  • Alfonso Mariategui
EUR 100.00
SU Schneider Elect...

SCHNEIDER ELECTRIC: RDOS. 2S’24 (ANÁLISIS BANCO SABADELL)

Rdos. 4T'24 vs 4T'23: Ventas: 10.669 M euros (+12,5% vs +6,5% BS(e) y +7,3% consenso); Rdos. 2024 vs 2023: Ventas: 38.153 M euros (+6,3% vs +4,7% BS(e) y +4,9% consenso); EBITDA: 7.083 M euros (+10,5% vs +7,9% BS(e) y +7,7% consenso); BDI: 4.664 M euros (+14,7% vs +8,6% BS(e) y +11,3% consenso).

SU SCHNEIDER ELECTRIC SE
02/20/25 February 20, 2025 1 ES
Delphine Brault ... (+2)
  • Delphine Brault
  • Quentin Borie
SU SCHNEIDER ELECTRIC SE
02/20/25 February 20, 2025 1 EN
Delphine Brault ... (+2)
  • Delphine Brault
  • Quentin Borie
SU SCHNEIDER ELECTRIC SE
02/20/25 February 20, 2025 1 FR
Virginia Romero
  • Virginia Romero
EUR 100.00
REP REPSOL SA

REPSOL: RDOS. 4T’24 (ANÁLISIS BANCO SABADELL)

Rdos. 4T'24 vs 4T'23: BDI: 643,0 M euros (-46,1% vs -50,1% BS(e) y -49,9% consenso); Rdos. 2024 vs 2023: BDI: 3.327 M euros (-33,6% vs -35,5% BS(e) y -37,6% consenso);

02/20/25 February 20, 2025 1 ES
Antoine Lebourgeois
  • Antoine Lebourgeois
PREMIUM
SU Schneider Elect...

Schneider: strong Q4 beat, FY25 guidance above consensus on growth and...

Schneider exceeded Q4 revenue expectations, posting 12.5% organic growth vs css at +7.9%, driven by a broad-based regional outperformance, EM strength and softer-than-expected IA weakness. H2 2024 adj. EBITA margin landed 40bps above css at 18.5%, bringing FY24 to 18.6%, 30bps ahead of the upper-en

SU SCHNEIDER ELECTRIC SE
02/20/25 February 20, 2025 1 EN
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