reports
- Research Department
INFORME DIARIO 10 MARZO + RDOS. EUROPA. PREVIEWS (ANÁLISIS BANCO SABAD...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: OHLA, SANTANDER, SECTOR ELÉCTRICO. EUROPA: AIRBUS, PROSUS, 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. 4T’25 que se publicarán en España y Europa en los próximos días. El Brent termina por debajo de los 100 dólares Fuerte volatilidad en los mercados de la mano de las subidas del Brent pero qu...
- Research Department
IBERIAN DAILY 10 MARCH (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: ELECTRICITY SECTOR, OHLA, SANTANDER. Brent falls below US$ 100 There was strong volatility on the markets, with Brent crude rising, though then falling back due to the G7’s talks of releasing oil reserves (that will continue today) and its decision to initiate an international mission to progressively open the Strait of Hormuz, and lastly Trump’s announcement that the war in Iran could end soon and that sanctions on Russia will be reduced. This alleviated the drops on the stock m...
- Luis Arredondo
OHLA: 4Q’25 RESULTS AND CHANGE OF RECOMMENDATION TO OVERWEIGHT (ANÁLIS...
4Q'25 vs. 4Q'24 Results Sales: € 884.1 M (-11.8% vs. -4.5% BS(e)); EBITDA: € 80.8 M (+46.4% vs. +9.4% BS(e)); EBIT: € 75.8 M (+86.7% vs. -8.1% BS(e)); Net Profit: € 47.3 M (+463.1% vs. -77.8% BS(e)); FY2025 vs. FY2024 Results Sales: € 3.455 Bn (-5.4% vs. -3.4% BS(e)); EBITDA: € 194.0 M (+36.5% vs. +22.2% BS(e)); EBIT: € 128.0 M (+73.0% vs. +21.0% BS(e)); Net Profit: € 1.7 M (€ -49.9 M in FY2024 vs. € -43.74 M BS(e));
- Luis Arredondo
OHLA: RDOS. 4T’25 Y CAMBIO DE RECOMENDACIÓN A SOBREPONDERAR (ANÁLISIS ...
Rdos. 4T'25 vs 4T'24: Ventas: 884,1 M euros (-11,8% vs -4,5% BS(e)); EBITDA: 80,8 M euros (+46,4% vs +9,4% BS(e)); EBIT: 75,8 M euros (+86,7% vs -8,1% BS(e)); BDI: 47,3 M euros (+463,1% vs -77,8% BS(e)); Rdos. 2025 vs 2024: Ventas: 3.455 M euros (-5,4% vs -3,4% BS(e)); EBITDA: 194,0 M euros (+36,5% vs +22,2% BS(e)); EBIT: 128,0 M euros (+73,0% vs +21,0% BS(e)); BDI: 1,7 M euros (-49,9 M euros en 2024 vs -43,74 M euros BS(e));
- Research Department
IBERIAN DAILY 27 FEBRUARY + 4Q'25 RESULTS. PREVIEWS (ANÁLISIS BANCO SA...
NEWS SUMMARY: ACCIONA, ACCIONA ENERGÍA, ACERINOX, AMADEUS, CELLNEX, COLONIAL, ELECTRICITY SECTOR, FCC, GLOBAL DOMINION, GRIFOLS, IAG, MERLIN, OHLA, REDEIA, SACYR, SOLARIA, 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’25 results to be released over the coming days in Spain. Doubts continue to plague Nasdaq, but software rallies after harsh punishment European s...
ACX ACERINOX SA
SYV SACYR S.A.
GRF GRIFOLS S.A. CLASS A
OHL OBRASCON HUARTE LAIN SA
ANA ACCIONA SA
VIS VISCOFAN S.A.
FCC FOMENTO DE CONSTRUCCIONES Y CONTRATAS S.A.
AMS AMADEUS IT GROUP SA CLASS A
DOM GLOBAL DOMINION ACCESS SA
MERLIN MERLIN PROPERTIES SOCIMI S.A.
CLNX CELLNEX TELECOM S.A.
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
RE21 RED ELECTRICA CORP. S.A.
GRF SM GRIFOLS (GRF SM)
COL.SM COLONIAL
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
- Research Department
INFORME DIARIO 27 FEBRERO + RDOS. ESPAÑA Y EUROPA. PREVIEWS (ANÁLISIS ...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACCIONA, ACCIONA ENERGÍA, ACERINOX, AMADEUS, CELLNEX, COLONIAL, FCC, GLOBAL DOMINION, GRIFOLS, IAG, MERLIN, OHLA, REDEIA, S. ELÉCTRICO, SACYR, SOLARIA, VISCOFAN. EUROPA:.n/a. 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 en e...
ACX ACERINOX SA
SYV SACYR S.A.
OHL OBRASCON HUARTE LAIN SA
ANA ACCIONA SA
VIS VISCOFAN S.A.
FCC FOMENTO DE CONSTRUCCIONES Y CONTRATAS S.A.
AMS AMADEUS IT GROUP SA CLASS A
DOM GLOBAL DOMINION ACCESS SA
MERLIN MERLIN PROPERTIES SOCIMI S.A.
CLNX CELLNEX TELECOM S.A.
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
RE21 RED ELECTRICA CORP. S.A.
COL SM INMOBILIARIA COLONIAL (COL SM)
GRF SM GRIFOLS (GRF SM)
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
- Bruno Cavalier
- Roy Külter
- Steven Boumans
BNP BNP PARIBAS SA CLASS A
MC LVMH MOET HENNESSY LOUIS VUITTON SE
LI KLEPIERRE SA
COV COVIVIO SA
GFC GECINA SA
NXI NEXITY SA CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
GYC GRAND CITY PROPERTIES SA
KORI KORIAN SA
MERY MERCIALYS SA
RBI RAIFFEISEN BANK INTERNATIONAL AG
EL ESSILORLUXOTTICA SA
INEA FONCIERE INEA
BLC BASTIDE LE CONFORT MEDICAL SA
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
BRBY BURBERRY GROUP PLC
VIRP VIRBAC SA
VETO VETOQUINOL SA
VLS VALNEVA SE
LNA LNA SANTE SA
KOF KAUFMAN & BROAD SA
GBT GUERBET SA
KER KERING SA
ALTA ALTAREA SCA
VNA VONOVIA SE
XIOR XIOR STUDENT HOUSING N.V.
SAN SANOFI
FRE FRESENIUS SE & CO. KGAA
CAP CAPGEMINI SE
ICAD ICADE SA
01913 PRADA S.P.A.
BYG BIG YELLOW GROUP PLC
UTG UNITE GROUP PLC
COFB COFINIMMO SA
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
MONC MONCLER SPA
IRES IRISH RESIDENTIAL PROPERTIES REIT PLC
CPINV CARE PROPERTY INVEST SA
SAFE SAFESTORE HOLDINGS PLC
ARG ARGAN SA
CABK CAIXABANK SA
VGP VGP NV
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
INGA ING GROEP NV
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
BIM BIOMERIEUX SA
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
DWS DWS GROUP GMBH & CO. KGAA
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
ZGN ERMENEGILDO ZEGNA NV
CTPNV CTP NV
EAPI EUROAPI
SHUR SHURGARD SELF STORAGE LIMITED
ORP ORPEA
ALIV SDB AUTOLIV INC.
- Bruno Cavalier
- Martial Descoutures
- Oliver Metzger
BNP BNP PARIBAS SA CLASS A
MC LVMH MOET HENNESSY LOUIS VUITTON SE
SSAB A SSAB AB CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
KORI KORIAN SA
RBI RAIFFEISEN BANK INTERNATIONAL AG
EL ESSILORLUXOTTICA SA
BLC BASTIDE LE CONFORT MEDICAL SA
BRBY BURBERRY GROUP PLC
VIRP VIRBAC SA
VETO VETOQUINOL SA
VLS VALNEVA SE
LNA LNA SANTE SA
GBT GUERBET SA
KER KERING SA
SAN SANOFI
FRE FRESENIUS SE & CO. KGAA
CAP CAPGEMINI SE
01913 PRADA S.P.A.
MONC MONCLER SPA
CABK CAIXABANK SA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
INGA ING GROEP NV
BIM BIOMERIEUX SA
DWS DWS GROUP GMBH & CO. KGAA
ZGN ERMENEGILDO ZEGNA NV
EAPI EUROAPI
ORP ORPEA
ALIV SDB AUTOLIV INC.
- Benoit Valleaux
- Steven Gould
- Benoit Valleaux
- Steven Gould
- Carole Braudeau
- Carole Braudeau
- Javier Esteban
CAIXABANK: 4Q’25 RESULTS (ANÁLISIS BANCO SABADELL)
4Q’25 vs. 4Q’24: NII: € 2.715 Bn (-1% vs. -1.5% BS(e) and -1% consensus); Total Revenues: € 4.152 Bn (+1.8% vs. +0.9% BS(e) and +0.8% consensus); Operating Income: € 2.535 Bn (+0% vs. -1.4% BS(e) and -1.9% consensus); Pre-AT1 Net Profit: € 1.494 Bn (-2.9% vs. -5.8% BS(e) and -8.2% consensus). 4Q’25 vs. 3Q’25: NII: € 2.715 Bn (+1.5% vs. +1% BS(e) and +1.5% consensus); Total Revenues: € 4.152 Bn (+1.8% vs. +0.9% BS(e) and +0.9% consensus); Operating Income: € 2.535 Bn (+3.1% vs. +1.7% BS(e) and +...
- Javier Esteban
CAIXABANK: RDOS. 4T’25 (ANÁLISIS BANCO SABADELL)
Rdos. 4T'25 vs 4T'24: M. Intereses: 2.715 M euros (-1% vs -1,5% BS(e) y -1% consenso); M. Bruto: 4.152 M euros (+1,8% vs +0,9% BS(e) y +0,8% consenso); M. Explotación: 2.535 M euros (+0% vs -1,4% BS(e) y -1,9% consenso); BDI pre AT1: 1.494 M euros (-2,9% vs -5,8% BS(e) y -8,2% consenso). Rdos. 4T'25 vs 3T'25: M. Intereses: 2.715 M euros (++1,5% vs +1% BS(e) y +1,5% consenso); M. Bruto: 4.152 M euros (+1,8% vs +0,9% BS(e) y +0,9% consenso); M. Explotación: 2.535 M euros (+3,1% vs +1,7% BS(e) y +...
- Research Department
IBERIAN DAILY 30 JANUARY + 4Q’25 RESULTS. PREVIEWS (ANÁLISIS BANCO SAB...
NEWS SUMMARY: CAIXABANK, GLOBAL DOMINION, 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. Euro STOXX drops below 5,900 European stock markets fell, with the market highly conditioned by results releases. In the STOXX 600, the gains were led by Energy (Brent above 70 d/b) and Food, whereas Technology (in view of ...
- Research Department
INFORME DIARIO 30 ENERO + RDOS. ESPAÑA Y EUROPA 4T’25. PREVIEWS (ANÁLI...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CAIXABANK, GLOBAL DOMINION, INDRA. EUROPA: ADIDAS. 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. El Euro STOXX se juega los 5.900 puntos Caídas en un mercado muy condicionado por las presentaciones de Rdos. En el STOXX 600 lideraron Energía ...
- Research Department
INFORME DIARIO 05 DICIEMBRE (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: FLUIDRA, GREENING, OHLA. El Ibex sigue de fiesta El buen tono se mantuvo en Europa con avances generalizados en las principales plazas bursátiles y donde el Ibex 35 registró nuevos máximos y encadenó nueve sesiones seguidas al alza. En el STOXX 600, Autos e Industriales fueron los sectores que más subieron, frente a Utilities y Ocio que fueron los que más cayeron. Por el lado macro, en la Eurozona las ventas al por menor de octubre repuntaron más ...
- Research Department
IBERIAN DAILY 05 DECEMBER (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: FLUIDRA, GREENING, OHLA. IBEX party continues The solid performance continued in Europe, with widespread gains on the main stock markets and where the IBEX 35 hit a new high, making it now nine straight sessions with gains. In the STOXX 600, Autos and Industrials were the best performers, with Utilities and Leisure the sectors falling the most. On the macro side, in the euro zone October’s retail sales rose more than expected. In Germany, the coalition Govt. is facing a vote on th...
- Luis Arredondo
OHLA: 3Q’25 RESULTS, CHANGE OF RECOMMENDATION TO UNDERWEIGHT AND T.P. ...
3Q’25 vs. 3Q’24: Sales: € 882 M (-5.1% vs. 2.2% BS(e)); EBITDA: € 29 M (-1.0% vs. 4.3% BS(e)); EBIT: € 6 M (-57.8% vs. -8.8% BS(e)); Net Profit: € -16 M (-33.8% vs. -41.0% BS(e)); 9M’25 vs. 9M’24: Sales: € 2.571 Bn (-3.0% vs. -0.4% BS(e)); EBITDA: € 113 M (30.3% vs. 32.1% BS(e)); EBIT: € 52 M (56.3% vs. 77.0% BS(e)); Net Profit: € -46 M (-21.8% vs. -24.7% BS(e)).
- Luis Arredondo
OHLA: RDOS. 3T’25, CAMBIO DE RECOMENDACIÓN A INFRAPONDERAR Y DE P.O. A...
Rdos. 3T'25 vs 3T'24: Ventas: 882 M euros (-5,1% vs 2,2% BS(e)); EBITDA: 29 M euros (-1,0% vs 4,3% BS(e)); EBIT: 6 M euros (-57,8% vs -8,8% BS(e)); BDI: -16 M euros (-33,8% vs -41,0% BS(e)); Rdos. 9M'25 vs 9M'24: Ventas: 2.571 M euros (-3,0% vs -0,4% BS(e)); EBITDA: 113 M euros (30,3% vs 32,1% BS(e)); EBIT: 52 M euros (56,3% vs 77,0% BS(e)); BDI: -46 M euros (-21,8% vs -24,7% BS(e)).
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