IBERIAN DAILY 12 AUGUST (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: ROVI, TALGO. A transition session awaiting the US inflation data It was a transition session with flat stock markets or with slight corrections and without practically any volume and macroeconomic references, awaiting the release of July’s inflation in the US today (main reference this week) amid some fears about a rise in inflation as tariffs are passed on to prices, which could delay the rate cuts expected in September in the US. Thus, in Europe in the STOXX 600 defensive sector...

INFORME DIARIO 12 AGOSTO (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ROVI, TALGO. Sesión de transición a la espera del dato de inflación americana Sesión de transición con bolsas planas o con ligeros retrocesos, sin apenas volumen negociado y sin referencias macro, a la espera de la publicación de la inflación de julio esta tarde en EE.UU. (principal referencia esta semana). Existe cierto temor a un repunte de inflación a medida que se empiezan a trasladar los aranceles a los precios finales, lo que podría volver a ...

Viscofan Sa: 1 director

A director at Viscofan Sa sold 7,400 shares at 61.000EUR and the significance rating of the trade was 85/100. 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...

IBERIAN DAILY 06 AUGUST (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: IBERDROLA, SOLARIA. Calm on stock markets European stock markets saw a decreasing performance with low volume where the earnings calendar and the possible rate cut by the Fed in September continued to set the pace. Thus, in the STOXX 600 most sectors (16/20) ended with gains, led by Autos and Basic Resources vs. Consumer Goods and Utilities that were the worst performers. On the macro side, in the euro zone, July’s final services PMI was cut although remained at levels consistent ...

INFORME DIARIO 06 AGOSTO + RDOS. EUROPA 2T’25. PREVIEWS (ANÁLISIS BANC...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: IBERDROLA, SOLARIA. EUROPA: AHOLD DELHAIZE, BAYER. 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. 2T’25 que se publicarán en España y Europa en los próximos días. Poco movimiento en los mercados Jornada de más a menos y de escaso volumen en las bolsas europeas, donde el calendario de Rdos. y la posible baja...

IBERDROLA: VENTA DEL NEGOCIO DE MÉXICO (ANÁLISIS BANCO SABADELL)

IBE ha suscrito un contrato de compraventa de los negocios en México con COX ABG Group..

IBERIAN DAILY 01 AUGUST (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: CELLNEX, IBERDROLA, REDEIA, SANTANDER. Trade matters put Europe in the red once again European stock markets fell due to trade matters. After the 01 August deadline passed, a 35% tariff was placed on Canada, 50% on Brazil, 25% on India, 20% on Taiwan and 39% on Switzerland, with another 69 trade partners facing tariffs between 10-41% if new agreements are not reached. As for Mexico, the country will continue to have a 25% tariff due to fentanyl, 25% on automobiles and 50% on steel...

INFORME DIARIO 01 AGOSTO + RDOS. EUROPA 2T’25. PREVIEWS (ANÁLISIS BANC...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CELLNEX, IBERDROLA, REDEIA, SANTANDER. EUROPA: AB INBEV, AXA, BAYER. 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. 2T’25 que se publicarán en España y Europa en los próximos días. Europa vuelve a pérdidas por el tema comercial Cesiones en las bolsas europeas por el tema comercial. Tas vencer el deadline de...

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

2Q'25 vs. 2Q'24 Results Sales: € 311.49 M (+2.7% vs. +4.2% BS(e) and +3.6% consensus); EBITDA: € 76.34 M (+9.0% vs. +5.4% BS(e) and +6.6% consensus); 1H'25 vs. 1H'24 Results Sales: € 618.76 M (+4.3% vs. +5.1% BS(e) and +4.8% consensus); EBITDA: € 145.16 M (+10.4% vs. +8.5% BS(e) and +9.1% consensus);

Viscofan : Q2 EBITDA in line, NP a touch below on FX. Operating guidan...

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 07/31/2025

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 31/07/2025

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

Rdos. 2T'25 vs 2T'24: Ventas: 311,49 M euros (+2,7% vs +4,2% BS(e) y +3,6% consenso); EBITDA: 76,34 M euros (+9,0% vs +5,4% BS(e) y +6,6% consenso). Rdos. 1S'25 vs 1S'24: Ventas: 618,76 M euros (+4,3% vs +5,1% BS(e) y +4,8% consenso); EBITDA: 145,16 M euros (+10,4% vs +8,5% BS(e) y +9,1% consenso).

IBERIAN DAILY 31 JULY + 2Q'25 RESULTS. HIGHLIGHTS AND REST OF PREVIEWS...

NEWS SUMMARY: ARCELOR MITTAL, ELECTRICITY SECTOR, FLUIDRA, MELIA, MERLIN PROPERTIES, NEINOR HOMES, REDEIA, 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 2Q’25 results to be released over the coming days in Spain. Growth resisting for now European stock markets ended with slight gains in view of the signs of resistance in the 2Q’25 GDP and ahead of the Fed meeting, w...

INFORME DIARIO 31 JULIO + RDOS. ESPAÑA Y EUROPA 2T’25. IDEAS DESTACADA...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ARCELOR MITTAL, FLUIDRA, MELIA, MERLIN PROPERTIES, NEINOR HOMES, REDEIA, SECTOR ELÉCTRICO, VISCOFAN. EUROPA: AB INBEV, AIRBUS, BMW, ING GROEP, SANOFI, SAFRAN, SOCIETE GENERALE, VINCI. 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. 2T’25 que se publicarán en España y Europa en los próximos días. El crecimien...

INFORME DIARIO 29 JULIO + RDOS. ESPAÑA Y EUROPA 2T’25. IDEAS DESTACADA...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACCIONA, ACCIONA ENERGÍA, CAF, ENDESA, IBERDROLA, UNICAJA. EUROPA: AIR LIQUIDE, ESSILORLUXOTTICA, PHILIPS. 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. 2T’25 que se publicarán en España y Europa en los próximos días. Tras el acuerdo… Europa termina en pérdidas La digestión del acuerdo comercial fue apagan...

IBERIAN DAILY 29 JULY + 2Q’25 RESULTS. HIGHLIGHTS AND REST OF PREVIEWS...

NEWS SUMMARY: ACCIONA, ACCIONA ENERGÍA, CAF, ENDESA, IBERDROLA, 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 2Q’25 results to be released over the coming days in Spain. After the agreement... losses in Europe With the digestions of the trade agreement, the initial gains for European stock markets turned into drops near -0.5%. Negotiations on microchips, pharma produ...

Iberdrola S.A.: 1 director

A director at Iberdrola S.A. bought 1,000,000 shares at 15.380EUR 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 cle...

INFORME DIARIO 28 JULIO + RDOS. ESPAÑA Y EUROPA 2T’25. IDEAS DESTACADA...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: BANCO SANTANDER, IBERDROLA, TELEFÓNICA. EUROPA: AXA. 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. 2T’25 que se publicarán en España y Europa en los próximos días. Acuerdo comercial entre Europa y EE.UU. Semana de poco movimiento en Europa, donde finalmente se anunció el acuerdo comercial entre EE.UU. y la...

IBERIAN DAILY 28 JULY + 2Q’25 RESULTS. HIGHLIGHTS AND REST OF PREVIEWS...

NEWS SUMMARY: IBERDROLA, SANTANDER, 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 2Q’25 results to be released over the coming days in Spain. Trade agreement between Europe and the US It was a week of little movement in Europe, where the trade agreement between the EU and the US was announced in the end with a general 15% tariff (vs. the threats of 30%) that will ...