Sacyr S.A.: 1 director

A director at Sacyr S.A. sold 205,000 shares at 3.370EUR 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 directors over the last two years clearly show...

GRUPO C. OCCIDENTE: OPA VOLUNTARIA PARA EXCLUSIÓN DE COTIZACIÓN (ANÁLI...

OPA voluntaria para exclusión de cotización. ACEPTAR OPA

IBERIAN DAILY 28 MARCH (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: FLUIDRA, GRUPO CATALANA OCCIDENTE, ELECTRICITY SECTOR, IAG, METROVACESA, NATURGY, OHLA, REPSOL. Tariffs remain in the spotlight European stock markets fell once again (except the peripheral indices IBEX and Italian Mib, which closed with minimal gains), marked by Trump’s announcement of 25% tariffs on imported cars. Thus, in the STOXX 600, Retail and Utilities posted the biggest gains, with Autos and Construction leading the drops. On the macro side, in the euro zone February’s M...

INFORME DIARIO 28 MARZO (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: FLUIDRA, GRUPO CATALANA OCCIDENTE, IAG, METROVACESA, NATURGY, OHLA, REPSOL, SECTOR ELÉCTRICO. Los aranceles no ceden el protagonismo Nueva jornada de caídas en las bolsas europeas (a excepción del Ibex y MIB italiano que cerraron planos) y marcada por el anuncio de D. Trump de aranceles del 25% a los coches importados. Así, en el STOXX 600, Retail y Utilites tuvieron las mayores ganancias, frente a Autos y Construcción que lideraron las caídas. Por...

IBERIAN DAILY 03 MARCH (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: GRUPO CATALANA OCCIDENTE, REPSOL, TALGO, TELEFÓNICA, UNICAJA. The Ibex continues to lead Europe It was a volatile week for European stock markets, fuelled by business resuts and dragged down by D. Trump’s comments about the implementation of 25% tariffs to Europe. The Ibex climbed around +3.0% last week, exceeding 13,300 points. Thus, in the STOXX 600, Banks and Insurance were the best performers last week vs. Media and Technology that posted the biggest drops. On the macro side,...

INFORME DIARIO 03 MARZO + RDOS. EUROPA 4T’24. PREVIEWS (ANÁLISIS BANCO...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: GRUPO CATALANA OCCIDENTE, REPSOL, TALGO, TELEFÓNICA, UNICAJA. EUROPA: SCHNEIDER ELECTRIC, SIEMENS. 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. El Ibex sigue liderando en Europa Semana volátil en las bolsas europeas, impulsadas por los resul...

PUIG BRANDS: FY2024 RESULTS (ANÁLISIS BANCO SABADELL)

4Q'24 vs. 4Q'23 Results Sales: € 1.362 Bn (+14.3% vs. +14.3% BS(e) and +14.3% consensus); FY2024 vs. FY2023 Results Sales: € 4.79 Bn (+11.3% vs. +11.3% BS(e) and +11.3% consensus); EBITDA: € 969.0 M (+12.3% vs. +11.2% BS(e) and +10.7% consensus); Net Profit: € 531.0 M (+14.2% vs. -2.2% BS(e) and +4.3% consensus);

SACYR: 4Q’24 RESULTS (ANÁLISIS BANCO SABADELL)

4Q'24 vs. 4Q'23 Results Sales: € 1.309 Bn (-4.1% vs. -15.5% BS(e) and -15.6% consensus); EBITDA: € 404.2 M (-25.6% vs. -34.8% BS(e) and -31.6% consensus); EBIT: € 355.0 M (-12.2% vs. -22.8% BS(e) and -14.7% consensus); Net Profit: € 39.0 M (-36.1% vs. -36.4% BS(e) and -18.0% consensus); FY2024 vs. FY2023 Results Sales: € 4.571 Bn (-0.8% vs. -4.2% BS(e) and -4.2% consensus); EBITDA: € 1.352 Bn (-11.2% vs. -14.5% BS(e) and -13.4% consensus); EBIT: € 1.225 Bn (-2.0% vs. -5.5% BS(e) and -2.8% consen...

GRUPO C. OCCIDENTE: FY2024 RESULTS (ANÁLISIS BANCO SABADELL)

FY2024 vs. FY2023: Premiums: € 5.6063 Bn (+3.4% vs. +1.9% BS(e) and +2.6% consensus). Ordinary Net Profit Traditional Business: € 292.3 M (+11.9% vs. +10.9% BS(e) and +9.1% consensus). Ordinary Net Profit Credit Insurance: € 392.3 M (+7.3% vs. +4.9% BS(e) and +10.2% consensus). Ordinary Net Profit Funeral: € 15.1 M (+33.1% vs. +33.9% BS(e) and +38.6% consensus). Ordinary Net Profit Group: € 637 M (+10.5% vs. +8.5% BS(e) and +11.2% consensus). Net Profit: € 623.2 M (+12.9% vs. +17.3% BS(e) and +1...

PUIG : Résultats en ligne avec un RNpg à +15% et une forte amélioratio...

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 02/28/2025

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 28/02/2025

PUIG : Results in line with attributable net income up +15% and a stro...

SACYR: RDOS. 4T’24 (ANÁLISIS BANCO SABADELL)

Rdos. 4T'24 vs 4T'23: Ventas: 1.309 M euros (-4,1% vs -15,5% BS(e) y -15,6% consenso); EBITDA: 404,2 M euros (-25,6% vs -34,8% BS(e) y -31,6% consenso); EBIT: 355,0 M euros (-12,2% vs -22,8% BS(e) y -14,7% consenso); BDI: 39,0 M euros (-36,1% vs -36,4% BS(e) y -18,0% consenso). Rdos. 2024 vs 2023: Ventas: 4.571 M euros (-0,8% vs -4,2% BS(e) y -4,2% consenso); EBITDA: 1.352 M euros (-11,2% vs -14,5% BS(e) y -13,4% consenso); EBIT: 1.225 M euros (-2,0% vs -5,5% BS(e) y -2,8% consenso); BDI: 113,0 ...

PUIG BRANDS: RDOS. 2024 (ANÁLISIS BANCO SABADELL)

Rdos. 4T'24 vs 4T'23: Ventas: 1.362 M euros (+14,3% vs +14,3% BS(e) y +14,3% consenso); Rdos. 2024 vs 2023: Ventas: 4.790 M euros (+11,3% vs +11,3% BS(e) y +11,3% consenso); EBITDA Ajustado: 969,0 M euros (+12,3% vs +11,2% BS(e) y +10,7% consenso); BDI: 531,0 M euros (+14,2% vs -2,2% BS(e) y +4,3% consenso);

IBERIAN DAILY 28 FEBRUARY + 4Q'24 RESULTS. PREVIEWS (ANÁLISIS BANCO SA...

NEWS SUMMARY: ACERINOX, ACCIONA, ACCIONA ENERGÍA, ACS, AMADEUS, COLONIAL, ENCE, FERROVIAL, GRIFOLS, MELIÁ HOTELES, MERLIN PROPERTIES, PUIG BRANDS, REPSOL, SACYR, VISCOFAN. 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. Losses in Europe Despite many companies releasing their 4Q’24 results yesterday, the session was mar...

INFORME DIARIO 28 FEBRERO + RDOS. ESPAÑA Y EUROPA 4T’24. PREVIEWS (ANÁ...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACERINOX, ACCIONA, ACCIONA ENERGÍA, ACS, AMADEUS, COLONIAL, ENCE, FERROVIAL, GRIFOLS, MELIÁ HOTELES, MERLIN PROPERTIES, PUIG BRANDS, REPSOL, SACYR, VIDRALA, VISCOFAN. EUROPA: ALLIANZ, BASF, ENI. 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. P...

GRUPO C. OCCIDENTE: RDOS. 2024 (ANÁLISIS BANCO SABADELL)

Rdos. 2024 vs 2023: Primas: 5.606,3 M euros (+3,4% vs +1,9% BS(e) y +2,6% consenso). BDI ordinario negocio tradicional: 292,3 M euros (+11,9% vs +10,9% BS(e) y +9,1% consenso). BDI ordinario Seg. Crédito: 392,3 M euros (+7,3% vs +4,9% BS(e) y +10,2% consenso). BDI ordinario neg, funerario: 15,1 M euros (+33,1% vs +33,9% BS(e) y +38,6% consenso). BDI ordinario grupo: 637 M euros (+10,5% vs +8,5% BS(e) y +11,2% consenso). BDI: 623,2 M euros (+12,9% vs +17,3% BS(e) y +15,1% consenso).

INFORME DIARIO 14 FEBRERO + RDOS. ESPAÑA Y EUROPA 4T’24. IDEAS DESTACA...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: FERROVIAL, GRUPO CATALANA OCCIDENTE. EUROPA: SAFRAN, SECTOR AUTOS. 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. Fin de la guerra en Ucrania? La renta variable europea prolongó su racha alcista una jornada más impulsada por las expectativas...

IBERIAN DAILY 14 FEBRUARY + 4Q’24 RESULTS. PREVIEWS (ANÁLISIS BANCO SA...

NEWS SUMMARY: FERROVIAL, GRUPO CATALANA OCCIDENTE. 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. End of the war in Ukraine? European equity markets extended their bullish streak, driven by the expectations of a peace agreement in Ukraine and that Trump’s Govt. would make exceptions on reciprocal tariffs in cars and h...