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Enagas SA: 1 director

A director at Enagas SA bought 10,141 shares at 14.810EUR and the significance rating of the trade was 65/100. 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 sho...

Research Department
  • Research Department

INFORME DIARIO 20 FEBRERO + RDOS. ESPAÑA Y EUROPA. IDEAS DESTACADAS Y ...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACS, SECTOR ELÉCTRICO Y ENERGIA. EUROPA: AIR LIQUIDE, DANONE 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’25 que se publicarán en España y Europa en los próximos días. Vuelven las tensiones geopolíticas Volvieron las caídas a Europa, con Irán en el foco y una posible intervención militar de EE.UU. en l...

Research Department
  • Research Department

IBERIAN DAILY 20 FEBRUARY + 4Q’25 RESULTS. HIGHLIGHTS AND REST OF PREV...

NEWS SUMMARY: ACS, ELECTRICITY SECTOR EUROPE. 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’25 results to be released over the coming days in Spain. Geopolitical tensions back in the spotlight European stock markets were back in the red, with Iran in the spotlight and a possible US military intervention in the next few days. In the STOXX 600, almost all sectors ended with ...

Luis Arredondo
  • Luis Arredondo

ACS: RDOS. 4T’25 HOCHTIEF MEJORES A NIVEL OPERATIVO. GUIDANCE 2026 LIG...

Hochtief (~80% ACS) acaba de publicar unos Rdos.4T’25 ligeramente por debajo en ventas

Jan Frederik Slijkerman ... (+5)
  • Jan Frederik Slijkerman
  • Jeroen van den Broek
  • Jesse Norcross
  • Nadège Tillier
  • Timothy Rahill

Coffee, Croissants & Credit/Orange, VodafoneZiggo, Virgin Media O2, Te...

Orange reports solid FY25 results / Liberty Global announced the intention to list VodafoneZiggo in 2027 / Liberty Global, Telefonica and InfraVie to acquire Substantial Group / Equinix upgrade by Moody's to Baa1 / Covivio FY25 results: portfolio rotation continues to deliver

Nadège Tillier
  • Nadège Tillier

Enagas/2025 results meet estimates, we are neutral

We are neutral on Enagas. The company's 2025 results met estimates. The company's credit metrics came in slightly weaker and 2026 guidance points to another weakening. Nevertheless, the group's financial results and ratios will allow it to maintain its current credit ratings. Enagas' hydrogen plans are advancing well but Spain has still not issued any regulatory framework on hydrogen. Enagas' long dated bonds offer value with spreads above Eurogrid but they also reflect the lack of visibility of...

Virginia Romero
  • Virginia Romero

ENAGÁS: MENSAJES DE LA CONFERENCE CALL RDOS. 2025 (ANÁLISIS BANCO SABA...

De la Conference call de Rdos. 2025 destacamos los siguientes mensajes:

Virginia Romero
  • Virginia Romero

ENAGAS: FY2025 RESULTS (ANÁLISIS BANCO SABADELL)

FY2025 Results vs. FY2024: EBITDA: € 675.7 M (-11.2% vs. -11.4% BS(e) and -11.7% consensus); Net Profit: € 266.3 M (-14.1% vs. -13.6% BS(e) and -11.6% consensus);

Luis de Toledo Heras
  • Luis de Toledo Heras
Virginia Romero
  • Virginia Romero

ENAGÁS: RDOS. 2025 (ANÁLISIS BANCO SABADELL)

Rdos. 2025 vs 2024: EBITDA: 675,7 M euros (-11,2% vs -11,4% BS(e) y -11,7% consenso); BDI: 266,3 M euros (-14,1% vs -13,6% BS(e) y -11,6% consenso);

Research Department
  • Research Department

INFORME DIARIO 17 FEBRERO + RDOS. ESPAÑA Y EUROPA. IDEAS DESTACADAS Y ...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CIE AUTOMOTIVE, ENAGÁS, GRIFOLS, INDRA, SECTOR ELÉCTRICO. 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’25 que se publicarán en España y Europa en los próximos días. Lunes de transición Las bolsas comenzaron la semana con escasas referencias por los festivos de EE.UU. (día de los presidentes) y China ...

Research Department
  • Research Department

IBERIAN DAILY 17 FEBRUARY + 4Q’25 RESULTS. HIGHLIGHTS AND REST OF PREV...

NEWS SUMMARY: CIE AUTOMOTIVE, ELECTRICITY SECTOR, ENAGAS, GRIFOLS, INDRA. 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’25 results to be released over the coming days in Spain. A transitional session Stock markets kicked off the week with few references due to the US (Presidents’ Day) and Chinese (Lunar New Year) holiday, with the Ibex leading gains in Europe again. In the...

Research Department
  • Research Department

IBERIAN DAILY 16 FEBRUARY + 4Q’25 RESULTS. HIGHLIGHTS AND REST OF PREV...

NEWS SUMMARY: ACS, GREENING, INDRA, REPSOL. 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’25 results to be released over the coming days in Spain. Doubts continue European stock markets saw a mixed performance, with core markets faring better vs. the weakness of the peripheral segment where the Ibex questioned again the 17,700 support level. In the STOXX 600, the best-perf...

Research Department
  • Research Department

INFORME DIARIO 16 FEBRERO + RDOS. ESPAÑA Y EUROPA. IDEAS DESTACADAS Y ...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACS, GREENING, INDRA, REPSOL. 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’25 que se publicarán en España y Europa en los próximos días. Un mercado con muchas dudas Disparidad en las bolsas europeas, con un desempeño más sólido de los mercados core frente a la debilidad de la periferia, donde el Ibex...

Research Department
  • Research Department

INFORME DIARIO 13 FEBRERO + RDOS. ESPAÑA. IDEAS DESTACADAS Y PREVIEWS ...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: REPSOL, TELEFÓNICA. EUROPA: HERMÈS INT., L’ORÉAL, SAFRAN. 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’25 que se publicarán en España y Europa en los próximos días. Siguen las dudas sobre la rentabilidad de la IA Las bolsas europeas revertieron las ganancias en el tramo final de la sesión, presionadas...

Research Department
  • Research Department

IBERIAN DAILY 13 FEBRUARY + 4Q’25 RESULTS. HIGHLIGHTS AND REST OF PREV...

NEWS SUMMARY: REPSOL, 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 4Q’25 results to be released over the coming days in Spain. Doubts on AI profitability continue European stock markets reversed the gains at the end of the session, pressured by the uncertainty surrounding margins in the US tech sector (the Nasdaq fell -2.0%) and by sales in commodities and crypto...

Research Department
  • Research Department

IBERIAN DAILY 12 FEBRUARY + 4Q’25 RESULTS. HIGHLIGHTS AND REST OF PREV...

NEWS SUMMARY: N/A. 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’25 results to be released over the coming days in Spain. US employment data shakes up the markets The session ended worse than it began in Europe, which after the solid US employment data and possibility of fewer rate hikes by the Fed this year, saw the drops steepen. In the STOXX 600, Household Goods and Ene...

Jan Frederik Slijkerman ... (+5)
  • Jan Frederik Slijkerman
  • Jeroen van den Broek
  • Jesse Norcross
  • Nadège Tillier
  • Timothy Rahill

Coffee, Croissants & Credit/Alphabet, Telefonica, Gecina, WP Carey

Alphabet goes with CHF and GBP – but Reverse Yankee supply is still set to rise / Telefonica has agreed to sell Telefonica Chile / Gecina FY25: solid results, notes momentum continues to build in Paris prime offices / WP Carey 4Q25: beats consensus and increases 2026 guidance

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