reports
- Bruno Cavalier
- Emira Sagaama
- Louis Boujard
- CFA
- Philippe Ourpatian
DHL DHL GROUP
AXA AXA
DETNOR AKER BP ASA
LUFTHANSA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
FP TOTAL SE
UBI UBISOFT ENTERTAINMENT SA
JMT JERONIMO MARTINS SGPS S.A.
SU SCHNEIDER ELECTRIC SE
AMUN AMUNDI SA
ELE ENDESA S.A.
GEBN GEBERIT AG
ORSTED ORSTED
NXT NEXT PLC
AIR AIRBUS SE
VOW3 VOLKSWAGEN AG PREF
CAP CAPGEMINI SE
AMP AMPLIFON S.P.A.
01913 PRADA S.P.A.
REP REPSOL SA
GAS NATURGY ENERGY GROUP S.A.
ARCAD ARCADIS NV
KGX KION GROUP AG
MAP MAPFRE SA
SKF B SKF AB CLASS B
PRY PRYSMIAN S.P.A.
WLN WORLDLINE SA
INGA ING GROEP NV
ABI ANHEUSER-BUSCH INBEV SA/NV
SIE SIEMENS AG
ARGX ARGEN-X SE
STM STMICROELECTRONICS NV
KBX KNORR-BREMSE AG
STLA STELLANTIS N.V.
SHEL SHELL PLC
DSFIR KONINKLIJKE DSM N.V.
- Bruno Cavalier
- Emira Sagaama
- Louis Boujard
- CFA
- Philippe Ourpatian
DHL DHL GROUP
AXA AXA
DETNOR AKER BP ASA
LUFTHANSA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
FP TOTAL SE
UBI UBISOFT ENTERTAINMENT SA
JMT JERONIMO MARTINS SGPS S.A.
SU SCHNEIDER ELECTRIC SE
AMUN AMUNDI SA
ELE ENDESA S.A.
GEBN GEBERIT AG
ORSTED ORSTED
NXT NEXT PLC
AIR AIRBUS SE
VOW3 VOLKSWAGEN AG PREF
CAP CAPGEMINI SE
AMP AMPLIFON S.P.A.
01913 PRADA S.P.A.
REP REPSOL SA
GAS NATURGY ENERGY GROUP S.A.
ARCAD ARCADIS NV
FDR FLUIDRA S.A.
KGX KION GROUP AG
MAP MAPFRE SA
SKF B SKF AB CLASS B
PRY PRYSMIAN S.P.A.
WLN WORLDLINE SA
INGA ING GROEP NV
ABI ANHEUSER-BUSCH INBEV SA/NV
SIE SIEMENS AG
ARGX ARGEN-X SE
STM STMICROELECTRONICS NV
KBX KNORR-BREMSE AG
STLA STELLANTIS N.V.
SHEL SHELL PLC
DSFIR KONINKLIJKE DSM N.V.
- Benoit Valleaux
- Steven Gould
Mapfre : Good-quality Q3 2024 numbers overall
>Outperform rating maintained – target price upgraded to € 3.05 (vs € 2.75) - Mapfre posted solid Q3/9M 2024 performances both on the operating front and balance sheet-wise (solvency, etc.), in synch with the new medium-term strategic plan – while it is true that net income fell short of expectations at € 192m (-18% vs cons), the underlying trend remains quite positive with further solid commercial activity, as well as increasingly visible signs of improvement in the ...
- Benoit Valleaux
- Steven Gould
Mapfre : Un T3 2024 globalement de bonne facture
>Opinion Surperformance maintenue – OC réhaussé à 3.05 € (vs 2.75 €) - Mapfre délivre au T3/sur 9M 2024 une performance solide à la fois sur l’opérationnel et sur le plan bilanciel (solvabilité…), en phase avec le nouveau plan stratégique MT. Le RN s’établit certes en deçà des attentes à 192 M€ (-18% vs cons) mais l’évolution underlying reste plutôt favorable avec notamment le maintien d’une solide activité commerciale mais aussi de signes de plus en plus visibles d’a...
- Luis Arredondo
- Luis Arredondo
FERROVIAL: 3Q’24 RESULTS (ANÁLISIS BANCO SABADELL)
3Q'24 vs. 3Q'23 Results Sales: € 2.376 Bn (+4.2% vs. +7.5% BS(e) and +6.4% consensus); EBITDA: € 405.0 M (+35.5% vs. +27.2% BS(e) and +25.8% consensus); EBIT: € 282.0 M (+46.1% vs. +35.4% BS(e) and +50.3% consensus); 9M'24 vs. 9M'23 Results Sales: € 6.643 Bn (+6.8% vs. +8.0% BS(e) and +7.6% consensus); EBITDA: € 1.008 Bn (+44.0% vs. +40.5% BS(e) and +39.9% consensus); EBIT: € 833.0 M (+112.0% vs. +106.7% BS(e) and +114.0% consensus);
- Oscar Rodriguez
VOLKSWAGEN: RDOS. 3T’24 (ANÁLISIS BANCO SABADELL)
Rdos. 3T'24 vs 3T'23: Ventas: 78.479 M euros (-0,5% vs -2,9% BS(e) y -2,8% consenso); EBIT: 2.855 M euros (-41,7% vs -24,0% BS(e) y -26,3% consenso); Rdos. 9meses'24 vs 9meses'23: Ventas: 237.279 M euros (+0,9% vs +0,1% BS(e) y +0,2% consenso); EBIT: 12.907 M euros (-20,5% vs -15,2% BS(e) y -15,9% consenso).
- Luis Arredondo
FERROVIAL: RDOS. 3T’24 (ANÁLISIS BANCO SABADELL)
Rdos. 3T'24 vs 3T'23: Ventas: 2.376 M euros (+4,2% vs +7,5% BS(e) y +6,4% consenso); EBITDA: 405,0 M euros (+35,5% vs +27,2% BS(e) y +25,8% consenso); EBIT: 282,0 M euros (+46,1% vs +35,4% BS(e) y +50,3% consenso); Rdos. 9meses'24 vs 9meses'23: Ventas: 6.643 M euros (+6,8% vs +8,0% BS(e) y +7,6% consenso); EBITDA: 1.008 M euros (+44,0% vs +40,5% BS(e) y +39,9% consenso); EBIT: 833,0 M euros (+112,0% vs +106,7% BS(e) y +114,0% consenso).
- Research Department
IBERIAN DAILY 30 OCTOBER + 3Q’24 RESULTS. PREVIEWS (ANÁLISIS BANCO SAB...
NEWS SUMMARY: AENA, ENCE, ENDESA, FERROVIAL, GREENING, INDRA, METROVACESA, PUIG BRANDS, REDEIA, 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 3Q’24 results to be released over the coming days in Spain. Market moved by earnings releases European stock markets closed with slight drops, highly conditioned by the business results calendar and penalised by the new rise in...
- Research Department
INFORME DIARIO 30 0CTUBRE + RDOS. ESPAÑA Y EUROPA 3T’24. PREVIEWS (ANÁ...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AENA, ENCE, ENDESA, FERROVIAL, GREENING, INDRA, METROVACESA, PUIG BRANDS, REDEIA, UNICAJA. EUROPA: BASF, KERING, SCHNEIDER ELECTRIC, 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. 3T’24 que se publicarán en España y Europa en los próximos días. El mercado al son de los beneficios empresariales ...
- Maria Paz Ojeda
MAPFRE: 9M’24 RESULTS (ANÁLISIS BANCO SABADELL)
3Q'24 vs. 3Q'23 Results Premiums: € 6.477 Bn (+2.3% vs. +3.7% BS(e) and +4.8% consensus); Net Profit: € 192.0 M (+25.0% vs. +54.0% BS(e) and +50.5% consensus); 9M'24 vs. 9M'23 Results Premiums: € 21.622 Bn (+4.6% vs. +5.0% BS(e) and +5.3% consensus); Net Profit: € 654.0 M (+39.0% vs. +48.4% BS(e) and +47.2% consensus);
- Maria Paz Ojeda
MAPFRE: RDOS. 9MESES'24 (ANÁLISIS BANCO SABADELL)
Rdos. 3T'24 vs 3T'23: Primas: 6.477 M euros (+2,3% +3,7% BS(e) y +4,8% consenso); BDI: 192,0 M euros (+25,0% vs +54,0% BS(e) y +50,5% consenso). Rdos. 9meses'24 vs 9meses'23: Primas: 21.622 M euros (+4,6% vs +5,0% BS(e) y +5,3% consenso); BDI: 654,0 M euros (+39,0% vs +48,4% BS(e) y +47,2% consenso).
- Research Department
INFORME DIARIO 29 0CTUBRE + RDOS. ESPAÑA Y EUROPA 3T’24. IDEAS DESTACA...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: BANCO SANTANDER, ECOENER, FERROVIAL. EUROPA: ADIDAS, LINDE. 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. 3T’24 que se publicarán en España y Europa en los próximos días. El Ibex reconquista los 11.900 puntos La semana previa a las elecciones en EE.UU. cuando publicarán resultados las “7 magníficas” arran...
- Research Department
IBERIAN DAILY 29 OCTOBER + 3Q’24 RESULTS. HIGHLIGHTS AND REST OF PREVI...
NEWS SUMMARY: ECOENER, FERROVIAL, 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 3Q’24 results to be released over the coming days in Spain. IBEX back above 11,900 points The week before the US election in which the “Magnificent 7” will release their earnings kicked off with moderate gains in Europe, where the falling oil prices spurred consumer goods companies and ...
- Ahmed Ben Salem
AC ACCOR SA
EQNR EQUINOR ASA
DG VINCI SA
ADP AEROPORTS DE PARIS SA
AAL ANGLO AMERICAN PLC
KNEBV KONE OYJ CLASS B
ORA ORANGE SA
SK SEB SA
RMS HERMES INTERNATIONAL SCA
DAI DAIMLER AG
RCO REMY COINTREAU SA
SW SODEXO SA
ENI ENI S.P.A.
SAN SANOFI
SAF SAFRAN S.A.
SY1 SYMRISE AG
BOL BOLLORE SA
BKT BANKINTER SA
MOCORP METSO OUTOTEC OYJ
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
SIK SIKA AG
DSY DASSAULT SYSTEMES SA
EPI A EPIROC AB
SGSN SGS SA
FER FERROVIAL SA
- Ahmed Ben Salem
AC ACCOR SA
EQNR EQUINOR ASA
DG VINCI SA
ADP AEROPORTS DE PARIS SA
AAL ANGLO AMERICAN PLC
KNEBV KONE OYJ CLASS B
ORA ORANGE SA
SK SEB SA
RMS HERMES INTERNATIONAL SCA
DAI DAIMLER AG
RCO REMY COINTREAU SA
SW SODEXO SA
ENI ENI S.P.A.
SAN SANOFI
SAF SAFRAN S.A.
SY1 SYMRISE AG
BOL BOLLORE SA
BKT BANKINTER SA
MOCORP METSO OUTOTEC OYJ
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
SIK SIKA AG
DSY DASSAULT SYSTEMES SA
EPI A EPIROC AB
SGSN SGS SA
FER FERROVIAL SA
- Benoit Valleaux
- Steven Gould
Bankinter : Un T3 2024 solide malgré la baisse des taux mais toujours ...
>Opérationnel assez solide, logiquement drivé par l’amorce de pression sur les NII - Le T3 2024 de Bankinter est assez rassurant sur le plan opérationnel, même si le RN ressort légèrement en deçà des attentes (-2% vs css à 258 M€) avec, par ailleurs, la confirmation d’une situation bilancielle solide (capital, qualité d’actifs…). Sans surprise, le trimestre a été marqué par les 1ers signes tangibles de pression sur les NII après un point haut atteint au T2 (spread cli...
- Benoit Valleaux
- Steven Gould
Bankinter : Robust Q3 2024 results despite the fall in rate but still ...
>Fairly robust operating performance, driven by the beginning of pressure on NII - Bankinter’s Q3 2024 results were fairly reassuring at the operating level even though net income fell slightly short of expectations (-2% vs consensus at € 258m) while the robust balance sheet situation was confirmed (capital, asset quality, etc.). As anticipated, the quarter was marked by the first tangible signs of pressure on NII after the peak reached in Q2 (client spread down -15bp...
Bankinter S.A.: 1 director
A director at Bankinter S.A. bought 27,200 shares at 7.340EUR 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 clearly...
- Javier Esteban
BANKINTER: 3Q’24 RESULTS (ANÁLISIS BANCO SABADELL)
3Q'24 vs. 3Q'23: NII: € 568 M (-0.4% vs. +0.6% BS(e) and +0.1% consensus); Total Revenues: € 741 M (+1.9% vs. +2.5% BS(e) and +1.8% consensus); Operating Income: € 478 M (-0.5% vs. +1.6% BS(e) and -0.6% consensus); Net Profit: € 258 M (-3.5% vs. -1.6% BS(e) and -3.3% consensus). 3Q'24 vs. 2Q'24: NII: € 568 M (-2.5% vs. -1.5% BS(e) and -2% consensus); Total Revenues: € 741 M (-1.5% vs. -0.9% BS(e) and -1.6% consensus); Operating Income: € 478 M (-5% vs. -3% BS(e) and --5.1% consensus); Net Profit...
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