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Pierre FerraguÊ
  • Pierre FerraguÊ

Autos & Industrials, China AI, PC cycle, WFE, Arista, Besi, Grab. Our ...

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 10 names we followed last week, follow the link below.

 PRESS RELEASE

Danone and NGOs ClientEarth, Surfrider Foundation Europe and Zero Wast...

Danone and NGOs ClientEarth, Surfrider Foundation Europe and Zero Waste France end the legal proceedings concerning Danone’s vigilance plan regarding plastic Press Release – Paris, February 21st, 2025 Danone and NGOs ClientEarth, Surfrider Foundation Europe and Zero Waste France end the legal proceedings concerning Danone’s vigilance plan regarding plastic Following the mediation process ordered by the Judicial Court of Paris before which the three NGOs had brought legal proceedings against Danone on January 9, 2023, an agreement between the parties has been reached to end the proceedings...

Stephane Foucaud
  • Stephane Foucaud

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 ...

Virginia Romero
  • Virginia Romero

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);

Oscar Rodriguez
  • Oscar Rodriguez

MERCEDES BENZ GROUP: RDOS. 4T’24 (ANÁLISIS BANCO SABADELL)

Rdos. 4T'24 vs 4T'23: Ventas: 38.450 M euros (-4,5% vs -4,9% BS(e) y -4,8% consenso); EBIT: 3.529 M euros (-20,8% vs -26,9% BS(e) y -27,8% consenso); Rdos. 2024 vs 2023: Ventas: 145.594 M euros (-4,5% vs -4,6% BS(e) y -4,5% consenso); EBIT: 13.713 M euros (-31,4% vs -32,8% BS(e) y -33,0% consenso).

Alfonso Mariategui
  • Alfonso Mariategui

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).

Delphine Brault ... (+2)
  • Delphine Brault
  • Quentin Borie
Delphine Brault ... (+2)
  • Delphine Brault
  • Quentin Borie
Virginia Romero
  • Virginia Romero

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);

Antoine Lebourgeois
  • Antoine Lebourgeois

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

Research Department
  • 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
  • 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...

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