INDITEX: 2Q’25 RESULTS (ANÁLISIS BANCO SABADELL)

2Q'25 vs. 2Q'24 Results Sales: € 10.083 Bn (+1.7% vs. +3.5% BS(e) and +3.4% consensus); EBIT: € 1.931 Bn (+1.4% vs. +1.5% BS(e) and +1.5% consensus); Net Profit: € 1.463 Bn (-0.7% vs. +3.1% BS(e) and +3.7% consensus); 1H'25 vs. 1H'24 Results Sales: € 18.357 Bn (+1.6% vs. +2.6% BS(e) and +2.6% consensus); EBIT: € 3.572 Bn (+0.9% vs. +1.0% BS(e) and +1.0% consensus); Net Profit: € 2.768 Bn (0.0% vs. +2.0% BS(e) and +2.3% consensus);

INDITEX: RDOS. 2T’25 (ANÁLISIS BANCO SABADELL)

Rdos. 2T'25 vs 2T'24: Ventas: 10.083 M euros (+1,7% vs +3,5% BS(e) y +3,4% consenso); EBIT: 1.931 M euros (+1,4% vs +1,5% BS(e) y +1,5% consenso); BDI: 1.463 M euros (-0,7% vs +3,1% BS(e) y +3,7% consenso); Rdos. 1S'25 vs 1S'24: Ventas: 18.357 M euros (+1,6% vs +2,6% BS(e) y +2,6% consenso); EBIT: 3.572 M euros (+0,9% vs +1,0% BS(e) y +1,0% consenso); BDI: 2.768 M euros (0,0% vs +2,0% BS(e) y +2,3% consenso).

IBERIAN DAILY 10 SEPTEMBER (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: CHANGES IBEX, INDITEX, PUIG BRANDS, SANTANDER. IBEX holds on above 15,000 It was a session of little movement and few macro references on European stock markets after the fall of the French Govt. was confirmed. In the STOXX 600, the best-performing sectors were Basic Materials and Energy, with Autos and Construction falling the most. On the macro side, in the US, August’s SME confidence (NFIB) rose more than expected to its highest level since January. The preliminary annual revie...

INFORME DIARIO 10 SEPTIEMBRE (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: INDITEX, SANTANDER, PUIG. El Ibex aguanta en los 15.000 puntos Jornada de poco movimiento y escasas referencias macro significativas en las bolsas europeas, una vez confirmada la caída del Gobierno en Francia. En el STOXX 600 los mejores sectores fueron R. Básicos y Energía frente a Autos y Construcción que fueron los que más cayeron. Por el lado macro, en EE.UU. la confianza de las PyMes NFIB de agosto repuntó más de lo esperado hasta el nivel más...

IBERIAN DAILY 05 SEPTEMBER (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: IBERDROLA, INDITEX, TELEFÓNICA. Debt truce and bullish stock markets European stock markets saw new gains, with the Ibex exceeding the 14,900-point barrier and France’s CAC hit by the political uncertainty. In the STOXX 600, Media and Telecommunications were the best-performing sectors whereas Travel&Leisure and Consumer Goods fell the most. On the macro side, in the euro zone, July’s retail sales slowed down more thn expected. In the US, August’s non-manufacturing ISM climbed mor...

Moody’s Ratings assigns an A3(hyb) rating to Allianz SE’s USD Restrict...

Paris , August 26, 2025 – Moody's Ratings (Moody's) has today assigned an A3(hyb) rating to the Perpetual Subordinated Restricted Tier 1 USD Notes issued by Allianz SE (Allianz, Insurance Financial Strength Rating (IFSR) of Aa2, stable outlook). The A3(hyb) rating of the notes reflects their deeply ...

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 08/08/2025

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 08/08/2025

Allianz : Very good underlying profitability in P&C in Q2

Allianz : Très bonne rentabilité sous-jacente en dommages au T2

Credit Morning 08/07/2025

Webuild: signing of the Messina bridge contract|Schaeffler Q2 25 results: Slight PF revenue decline, guidance confirmed|

Morning Crédit 07/08/2025

Webuild: signing of the Messina bridge contract|Maersk revoit son objectif d’EBITDA 2025 à la hausse après un T2 25 meilleur que prévu|

ALLIANZ: RDOS. 1S’25 (ANÁLISIS BANCO SABADELL)

Rdos. 2T'25 vs 2T'24: Primas: 44.459 M euros (+4,3% vs +8,5% BS(e) y n/a consenso); Rdo. Operativo: 4.406 M euros (+12,3% vs +5,8% BS(e) y +8,7% consenso); BDI: 2.841 M euros (+13,1% vs +8,1% BS(e) y +9,7% consenso). Rdos. 1S'25 vs 1S'24: Primas: 98.473 M euros (+8,2% vs +10,1% BS(e) y n/a consenso); Rdo. Operativo: 8.644 M euros (+9,3% vs +6,1% BS(e) y +7,5% consenso); BDI: 5.264 M euros (+5,5% vs +3,0% BS(e) y +3,8% consenso).

INFORME DIARIO 07 AGOSTO (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: EUROPA: ALLIANZ, DEUTSCHE TELEKOM, SIEMENS. Europa ignora a Trump Las últimas amenazas de D. Trump a la Eurozona con más aranceles no tuvieron ningún efecto en el mercado, que prosiguió la racha alcista con la que arrancó la semana y empujó al Ibex nuevamente a máximos de 2008. Así, en el STOXX 600 Energía e Inmobiliario fueron los sectores que más subieron frente a Farma y Tecnología que fueron los que más cayeron. Por el lado macro, en la Eurozona las ven...

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 07/29/2025

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 29/07/2025

Allianz : Forte croissance attendue du RO au T2 tirée par l’assurance ...

Allianz : Sharp increase in operating income anticipated in Q2 driven ...

Vital Signs: Actionable charts

In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.

INDITEX: 1Q’25 RESULTS (ANÁLISIS BANCO SABADELL)

1Q'25 vs. 1Q'24 Results Sales: € 8.274 Bn (+1.5% vs. +3.1% BS(e) and +2.8% consensus); EBIT: € 1.641 Bn (+0.3% vs. +1.8% BS(e) and +0.9% consensus); Net Profit: € 1.305 Bn (+0.9% vs. +0.8% BS(e) and +0.8% consensus);