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Ignacio Romero
  • Ignacio Romero

LOGISTA: FY2024 RESULTS AND T.P. UPGRADE (ANÁLISIS BANCO SABADELL)

3Q'24 vs. 3Q'23 Results Sales: € 439 M (+3.6% vs. +2.9% BS(e)); EBIT: € 95 M (+2.5% vs. +1.7% BS(e)); Net Profit: € 71 M (-9.7% vs. -5.9% BS(e)). FY2024 vs. FY2023 Results Sales: € 1.76 Bn (+4.3% vs. +4.2% BS(e)); EBIT: € 385 M (+5.2% vs. +5.0% BS(e)); Net Profit: € 308 M (+13.2% vs. +14.3% BS(e)).

Ignacio Romero
  • Ignacio Romero

LOGISTA: RDOS. 2024 Y CAMBIO DE P.O. AL ALZA (ANÁLISIS BANCO SABADELL)

Rdos. 4T'24 vs 4T'23: Ventas: 439 M euros (+3,6% vs +2,9% BS(e)); EBIT: 95 M euros (+2,5% vs +1,7% BS(e)); BDI: 71 M euros (-9,7% vs -5,9% BS(e)). Rdos. 2024 vs 2023: Ventas: 1.757 M euros (+4,3% vs +4,2% BS(e)); EBIT: 385 M euros (+5,2% vs +5,0% BS(e)); BDI: 308 M euros (+13,2% vs +14,3% BS(e)).

Virginia Romero
  • Virginia Romero
Benoit Valleaux ... (+2)
  • Benoit Valleaux
  • Steven Gould

Unicaja Banco : Q3 2024 confirms an improvement in fundamentals that i...

>Neutral rating maintained – Target price cut to € 1.35 (vs € 1.40) - Our Neutral rating is reiterated on the stock, with a target price adjusted to € 1.35 (vs € 1.40). The Q3/9M 2024 figures broadly confirm the improvement in the underlying operating performance (top line, CoR costs) and the solidity of the group’s balance sheet. We are nonetheless slightly lowering our net income forecasts (-2% on average for 2024-2026) in order to notably correct a slightly too opt...

Benoit Valleaux ... (+2)
  • Benoit Valleaux
  • Steven Gould

Unicaja Banco : Le T3 2024 confirme une amélioration des fondamentaux ...

>Opinion Neutre maintenue – OC ramené à 1.35 € (vs 1.40 €) - Notre recommandation Neutre est réitérée sur le titre, avec un objectif de cours ramené à 1.35 € (vs 1.40 €). Les chiffres T3/9M 2024 confirment globalement l’amélioration de l’opérationnel underlying (topline, coûts CdR) et la solidité bilancielle du groupe. Nous révisons toutefois légèrement à la baisse nos anticipations de RN (-2% en moyenne sur 2024-26e) afin de corriger notamment un biais un peu trop op...

Luis Arredondo
  • Luis Arredondo

FERROVIAL: MENSAJES DE LA CONFERENCE CALL RDOS. 3T’24 (ANÁLISIS BANCO ...

De la conference call de Rdos. 3T’24, destacamos los siguientes mensajes:  Managed Lanes:

Virginia Romero
  • Virginia Romero

GREENING: 1H’24 RESULTS (ANÁLISIS BANCO SABADELL)

1H’24 vs. 1H’23: Sales: € 48.9 M (+6% vs. 1H’23) EBITDA: € 5.3 M (+43% vs. 1H’23) The 1H’24 results were worse than expected on the revenues level, leading the company to lower its guidance’24e, although they were solid in terms of capacity (268 MW in COD&UC vs. 174 MW in 2023). GGR’s consolidated 1H’24 sales reached € 48.9 M (+6% vs. 1H’23), recurring EBITDA € 5.3 M (+43% vs. 1H’23) and Net Profit € 1.1 M (due to higher financial costs). These numbers have led the company to lower its 2024e rev...

Virginia Romero
  • Virginia Romero

GREENING: RDOS. 1S’24 (ANÁLISIS BANCO SABADELL)

Rdos. 1S’24 vs 1S’23: Ventas: 48,9 M euros (+6% vs 1S’23) EBITDA: 5,3 M euros (+43% vs 1S’23).

Javier Esteban
  • Javier Esteban

UNICAJA: 3Q’24 RESULTS (ANÁLISIS BANCO SABADELL)

3Q'24 vs. 3Q'23 Results NII: € 384 M (+7.5% vs. +3% BS(e) and +3.8% consensus); Total Revenues: € 514 M (+2.2% vs. +1.1% BS(e) and +0.6% consensus); Operating Income: € 286 M (-1.4% vs. -1.8% BS(e) and -3.1% consensus); Net Profit: € 157 M (+14.4% vs. +14.4% BS(e) and +13.2% consensus). 3Q'24 vs. 2Q'24 Results NII: € 384 M (+0.1% vs. -4% BS(e) and -3.3% consensus); Total Revenues: € 514 M (-5.5% vs. -6.6% BS(e) and -7% consensus); Operating Income: € 286 M (-10.7% vs. -11.1% BS(e) and -12.3% co...

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);

Luis Arredondo
  • 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).

Javier Esteban
  • Javier Esteban

UNICAJA: RDOS. 3T’24 (ANÁLISIS BANCO SABADELL)

Rdos. 3T'24 vs 3T'23: M. Intereses: 384 M euros (+7,5% vs +3% BS(e) y +3,8% consenso); M. Bruto: 514 M euros (+2,2% vs +1,1% BS(e) y +0,6% consenso); M. Neto: 286 M euros (-1,4% vs -1,8% BS(e) y -3,1% consenso); BDI: 157 M euros (+14,4% vs +14,4% BS(e) y +13,2% consenso). Rdos. 3T'24 vs 2T'24: M. Intereses: 384 M euros (+0,1% vs -4% BS(e) y -3,3% consenso); M. Bruto: 514 M euros (-5,5% vs -6,6% BS(e) y -7% consenso); M. Neto: 286 M euros (-10,7% vs -11,1% BS(e) y -12,3% consenso); BDI: 157 M eur...

Research Department
  • 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
  • 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 ...

Research Department
  • 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
  • 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 ...

Charlotte Vaisse ... (+3)
  • Charlotte Vaisse
  • Jerôme Bodin
  • Marc Lavaud

ODDO BHF Small & MIDCAP MORNING NEWS - 10/18/2024

The recovery in growth in the IT & engineering services sector is undermined by the still mixed macroeconomic climate and the setbacks in the automotive and aerospace sectors. The improvement in sector momentum will therefore be minimal in H2 2024 with a growing decorrelation between the US which should be robust and a stagnating Europe. This leads us to adopt a more cautious approach on companies in our sector (revision to our 2025 growth estimates for 12 companies) and to prefer Acc...

Charlotte Vaisse ... (+3)
  • Charlotte Vaisse
  • Jerôme Bodin
  • Marc Lavaud

ODDO BHF Small & MIDCAP MORNING NEWS - 18/10/2024

La reprise de la croissance du secteur IT & Engineering Services est mise à mal par un contexte macro toujours mitigé et par les déboires des secteurs Auto et Aéro. Ainsi, l’amélioration de la dynamique du secteur sera minimale au S2 2024 et probablement aussi au S1 2025, avec une décorrélation grandissante entre les US qui devraient être solides et une Europe stagnante. Ceci nous amène à adopter une approche plus prudente pour les sociétés de notre secteur (révision de croissance 202...

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