ACS, Actividades De Construcción y Servicios, S.A.: 1 director

A director at ACS, Actividades De Construcción y Servicios, S.A. sold 75,000 shares at 86.051EUR 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 direct...

IBERIAN DAILY 18 DECEMBER (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: AEDAS HOMES, AENA, AMADEUS, CIE AUTOMOTIVE, EBRO FOODS, NATURGY, NEINOR HOMES, TELEFÓNICA. Awaiting new drivers Most European indices, with the exception of peripheral markets, ended with slight corrections in a session without macroeconomic data. In the STOXX 600, almost all sectors (16/20) ended with gains, led by Basic Resources and Telecommunications vs. the bigger drops of Technology and Construction. On the macro side, in the euro zone, November’s final inflation was cut one...

INFORME DIARIO 18 DICIEMBRE (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AEDAS HOMES, AENA, AMADEUS, CIE AUTOMOTIVE, EBRO FOODS, NATURGY, NEINOR HOMES, TELEFÓNICA A la espera de nuevos catalizadores Poco movimiento en Europa en una jornada descargada de datos macro que terminó con tímidas pérdidas en la mayoría de los índices salvo para la periferia. En el STOXX 600, casi todos los sectores (16/20) terminaron con ganancias, lideradas por R. Básicos y Telecomunicaciones frente a las mayores caídas de Tecnología y Construc...

IBERIAN DAILY 17 DECEMBER (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: GRIFOLS, INDRA. Doubts do not disappear they change Calm prevailed at both sides of the Atlantic with a battery of macroeconomic data that did not convince the market. In the STOXX 600, almost all sectors (16/20) ended with drops, led by Energy and Industrials vs. the larger gains of Consumer Goods, Financial Services and Retail Estate. On the macro side, in the euro zone, November’s PMI fell more than expected (the manufacturing PMI was at its lowest level in 8 months) but the co...

INFORME DIARIO 17 DICIEMBRE (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: GRIFOLS, INDRA Las dudas no desaparecen, se transforman Volvió la cautela a ambos lados del Atlántico con una batería de datos macro que no convenció al mercado. En el STOXX 600, casi todos los sectores (16/20) terminaron con caídas, lideradas por Energía e Industriales frente a las mayores ganancias de B. de Consumo, Servicios Financieros e Inmobiliario. Por el lado macro, en la Eurozona los PMI’s de noviembre cayeron más de lo esperado (manufactur...

IBERIAN DAILY 11 DECEMBER (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: CAF, INDRA, NATURGY. The FED cut rates, as expected With the Ibex remaining near highs, the lack of definition continued for European stock markets, awaiting the Fed’s decision. In the STOXX 600, Basic Resources and Banks led the gains whereas Autos and Construction (after an equity research firm cut Vinci’s recommendation) were the worst performers. On the macro side, in the US, as expected, the Fed cut interest rates by 25bps to 3.5%-3.75% (with 1 member in favour of cutting -5...

INFORME DIARIO 11 DICIEMBRE (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CAF, INDRA, NATURGY. EUROPA: MUNICH RE. La FED cumple con el recorte de tipos Con el Ibex manteniéndose cerca de sus máximos las bolsas europeas continuaron una jornada más con cierta indefinición a la espera de catalizadores. En el STOXX 600, los mejores sectores fueron R. Básicos y Bancos mientras que Autos y Construcción (afectado por la rebaja de recomendación a Vinci por parte de una casa de análisis) fueron los que más cayeron. Por el lado m...

IBERIAN DAILY 09 DECEMBER (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: N/A. Stock markets await the Fed meeting It was a transition session for European stock markets, awaiting the Fed’s meeting and newsflow on the war between Russia and Ukraine. In the STOXX 600, Industrial and Banks led the gains whereas Real Estate and Consumer Goods were the worst performers. On the macro side, in Germany, October’s industrial output rose much more than expected. In the euro zone, December’s SENTIX index climbed in line with expectations and even though it remain...

IBERIAN DAILY 20 NOVEMBER (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: N/A. Market relief European markets ended with gains yesterday after several sessions of corrections, also underpinned by rumours about a possible peace offer to Ukraine agreed between the US and Russia. Amid doubts surrounding AI the attention turned towards Nvidia’s results release after yesterday’s closing bell, which beat expectations and raised its 4Q guidance. In the STOXX 600, all the sectors except Telecoms, Utilities and Energy closed with gains, led by Media and Travel&L...

ACS: CMD'25 CENTROS DE DATOS (ANÁLISIS BANCO SABADELL)

Centros de datos y Managed Lanes como motores del crecimiento. INFRAPONDERAR.

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 17/11/2025

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 11/17/2025

ACS : ACS outlines strategy, investment plan and DC growth ambitions

IBERIAN DAILY 17 NOVEMBER + 3Q’25 RESULTS. PREVIEWS (ANÁLISIS BANCO SA...

NEWS SUMMARY: ACS, 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 3Q’25 results to be released over the coming days in Spain. Fear of AI bubble brings volatility Following the record highs reached last week thanks to the hope of an end to the shutdown in the US and the solid business results, stock markets reeled in part of the gains due to the concerns of a bubble...

INFORME DIARIO 17 NOVIEMBRE + RDOS. ESPAÑA 3T’25. PREVIEWS (ANÁLISIS B...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACS, TELEFÓNICA. EUROPA: AIRBUS, PROSUS. 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’25 que se publicarán en España y Europa en los próximos días. El temor a una burbuja en la IA genera volatilidad en las bolsas Tras los máximos históricos alcanzados en la semana gracias a la esperanza de una resoluci...

ACS: 3Q’25 RESULTS (ANÁLISIS BANCO SABADELL)

3Q'25 vs. 3Q'24 Results Sales: € 12.65 Bn (15.4% vs. 17.6% BS(e) and 9.1% consensus); EBITDA: € 783 M (50.0% vs. 54.2% BS(e) and 48.7% consensus); EBIT: € 555 M (104.0% vs. 98.5% BS(e) and 49.3% consensus); Net Profit: € 205 M (8.5% vs. 6.3% BS(e) and 8.7% consensus); 9M'25 vs. 9M'24 Results Sales: € 36.75 Bn (23.7% vs. 24.5% BS(e) and 21.4% consensus); EBITDA: € 2.22 Bn (32.0% vs. 33.4% BS(e) and 31.6% consensus); EBIT: € 1.5 Bn (38.7% vs. 37.3% BS(e) and 33.5% consensus); Net Profit: € 655 M...

COLONIAL: 9M’25 RESULTS (ANÁLISIS BANCO SABADELL)

3Q'25 vs. 3Q'24 Results Rental Revenues: € 98.7 M (-3.0% vs. -3.7% BS(e)); EBITDA: € 83.6 M (-3.8% vs. -3.3% BS(e)); Recurring EPS: € 0.08 M (-12.5% vs. -11.2% BS(e)); 9M'25 vs. 9M'24 Results Rental Revenues: € 295.7 M (+1.0% vs. +0.8% BS(e)); EBITDA: € 242.6 M (+1.1% vs. +1.3% BS(e)); Recurring EPS: € 0.25 M (-3.9% vs. -3.5% BS(e));

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 11/14/2025

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 14/11/2025

ACS: RDOS. 3T’25 (ANÁLISIS BANCO SABADELL)

Rdos. 3T'25 vs 3T'24: Ventas: 12.645 M euros (15,4% vs 17,6% BS(e) y 9,1% consenso); EBITDA: 783 M euros (50,0% vs 54,2% BS(e) y 48,7% consenso); EBIT: 555 M euros (104,0% vs 98,5% BS(e) y 49,3% consenso); BDI: 205 M euros (8,5% vs 6,3% BS(e) y 8,7% consenso); Rdos. 9M'25 vs 9M'24: Ventas: 36.753 M euros (23,7% vs 24,5% BS(e) y 21,4% consenso); EBITDA: 2.217 M euros (32,0% vs 33,4% BS(e) y 31,6% consenso); EBIT: 1.497 M euros (38,7% vs 37,3% BS(e) y 33,5% consenso); BDI: 655 M euros (8,3% vs 7,...