reports
- Research Department
INFORME DIARIO 23 SEPTIEMBRE (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: LAR, ROVI. EUROPA: SECTOR BANCARIO, SEGUROS Y ENERGÍA ITALIA, UNICREDIT. A pesar de la Fed, semana plana en el STOXX La buena acogida a la decisión de bajar -50 p.b. tipos se vio compensada por los miedos a la demanda china. Con todo lo anterior, el STOXX 600 terminó cerrando con ligeras caídas, con Retail y Viajes&Ocio presentando las mayores subidas semanales mientras que defensivos como Alimentación y Farma acabaron con las mayores ventas. Por el...
- Research Department
IBERIAN DAILY 23 SEPTEMBER (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: LAR ESPAÑA, ROVI. Flat week on the STOXX, despite the Fed The Fed’s well-received decision to cut interest rates by -50bps was offset by the fears surrounding Chinese demand. With this in mind, the STOXX 600 ended with slight losses, with Retail and Travel & Leisure posting the biggest weekly gains, whereas defensive sectors like Food and Pharma ended with the biggest losses. On the macro side, in the UK August’s retail sales were in line with expectations. In the euro zone, consu...
- Research Department
IBERIAN DAILY 19 SEPTEMBER (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: LAR ESPAÑA, TELEFÓNICA. The Fed cut rates by 50bps in the end It was a transition session with slight corrections for European stock markets that put an end to the Ibex’s rally that led it to return to 2015 highs. Thus, in the STOXX 600 Automobiles and Energy were the only sector avoiding drops, which were led by Media, Food and Consumer Goods. On the macro side, in the euro zone, August’s final monthly inflation was cut by one tenth to 0.1% (with the YoY data unchanged at 2.2%). ...
- Research Department
INFORME DIARIO 19 SEPTIEMBRE (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: LAR ESPAÑA, TELEFÓNICA. EUROPA: BASF, DEUTSCHE TELEKOM, UNICREDIT. Finalmente la Fed se decanta por los 50 puntos de recorte Sesión de transición con leves caídas en las bolsas europeas, que cortó la racha alcista en el Ibex que le llevó a renovar máximos de 2015. Así, en el STOXX 600 tan sólo Autos y Energía esquivaron las caídas que estuvieron lideradas por Media, Alimentación y B. de Consumo. Por el lado macro, en la Eurozona la inflación mensual...
- Research Department
INFORME DIARIO 10 SEPTIEMBRE (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: INDITEX, ROVI, TALGO, TELEFÓNICA. La semana comenzó con rebote Jornada al alza a ambos lados del Atlántico que llevó al Ibex a recuperar los 11.200 puntos en una semana clave, con el dato de inflación de EE.UU. (miércoles) y la reunión del BCE el jueves. Así, todos los sectores del STOXX 600 menos Autos e Inmobiliario presentaron subidas, lideradas por Viajes y Ocio y Químicas. Por el lado macro, en la Eurozona el índice de confianza Sentix de sept...
- Research Department
IBERIAN DAILY 10 SEPTEMBER (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: ROVI, TALGO, TELEFÓNICA. Rally to kick off the week It was a session of gains on both sides of the Atlantic, bringing the IBEX back above 11,200 points in a key week, with US inflation data (Wednesday) and the ECB meeting (Thursday). All the sectors of the STOXX 600 except Autos and Real Estate posted gains, led by Travel & Leisure and Chemicals. On the macro side, in the euro zone September’s Sentix investor confidence index deteriorated more than expected to its lowest level sin...
- Luis Arredondo
ROVI: 2Q'24 RESULTS (ANÁLISIS BANCO SABADELL)
2Q'24 vs. 2Q'23 Results Sales: € 178.14 M (-0.6% vs. -3.3% BS(e) and -4.9% consensus); EBITDA: € 44.0 M (+43.8% vs. +47.2% BS(e) and +23.2% consensus); EBIT: € 37.18 M (+51.7% vs. +56.9% BS(e) and +27.8% consensus); Net Profit: € 29.34 M (+53.6% vs. +57.0% BS(e) and +30.9% consensus); 1H'24 vs. 1H'23 Results Sales: € 329.34 M (-13.5% vs. -14.8% BS(e) and -15.5% consensus); EBITDA: € 69.9 M (-28.0% vs. -26.9% BS(e) and -34.5% consensus); EBIT: € 56.48 M (-33.7% vs. -32.2% BS(e) and -40.6% consens...
- Luis Arredondo
ROVI: RDOS. 2T’24 (ANÁLISIS BANCO SABADELL)
Rdos. 2T'24 vs 2T'23: Ventas: 178,14 M euros (-0,6% vs -3,3% BS(e) y -4,9% consenso); EBITDA: 44,0 M euros (+43,8% vs +47,2% BS(e) y +23,2% consenso); EBIT: 37,18 M euros (+51,7% vs +56,9% BS(e) y +27,8% consenso); BDI: 29,34 M euros (+53,6% vs +57,0% BS(e) y +30,9% consenso); Rdos. 1S'24 vs 1S'23: Ventas: 329,34 M euros (-13,5% vs -14,8% BS(e) y -15,5% consenso); EBITDA: 69,9 M euros (-28,0% vs -26,9% BS(e) y -34,5% consenso); EBIT: 56,48 M euros (-33,7% vs -32,2% BS(e) y -40,6% consenso); BDI:...
- Research Department
INFORME DIARIO 31 JULIO + RDOS. ESPAÑA Y EUROPA 2T’24. IDEAS DESTACADA...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CAIXABANK, COLONIAL, ENCE, FERROVIAL, GRIFOLS, OHLA, RED ELÉCTRICA, ROVI, TALGO, TELEFÓNICA, VISCOFAN. EUROPA: ADIDAS, AIRBUS, DANONE, L'ORÉAL, SAFRAN, SCHNEIDER. 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’24 que se publicarán en España y Europa en los próximos días. Rebote entre resultados empresar...
SU SCHNEIDER ELECTRIC SE
ADS ADIDAS AG
OR L'OREAL SA
SAF SAFRAN S.A.
AIR AIRBUS SE
OHL OBRASCON HUARTE LAIN SA
VIS VISCOFAN S.A.
ENC ENCE ENERGIA Y CELULOSA SA
CABK CAIXABANK SA
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
TLGO TALGO SA
FER FERROVIAL S.A.
TEF TELEFONICA SA
RE21 RED ELECTRICA CORP. S.A.
COL SM INMOBILIARIA COLONIAL (COL SM)
GRF SM GRIFOLS (GRF SM)
LUND-B L E LUNDBERGFORETAGEN AB
- Research Department
IBERIAN DAILY 31 JULY + 2Q’24 RESULTS. HIGHLIGHTS AND REST OF PREVIEWS...
NEWS SUMMARY: CAIXABANK, COLONIAL, ENCE, FERROVIAL, GRIFOLS, OHLA, REDEIA, ROVI, TALGO, TELEFÓNICA, 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’24 results to be released over the coming days in Spain. Rally amid business results There was a slight rally on the marked, marked more by the results presentations than by the cycle. In the STOXX 600, the best-perform...
- Olfa Taamallah
- Yan Derocles
BFIT BASIC-FIT NV
RHK RHON-KLINIKUM AG
BLC BASTIDE LE CONFORT MEDICAL SA
ERA ERAMET SA
PAT PATRIZIA AG
GCO GRUPO CATALANA OCCIDENTE S.A.
RENE REDES ENERGETICAS NACIONAIS SA
LRE LAR ESPANA REAL ESTATE SOCIMI SA
CASH PROSEGUR CASH SA
MDM MAISONS DU MONDE SA
HAG HENSOLDT AG
VK VALLOUREC SA
STM STABILUS SE
ORP ORPEA
- Olfa Taamallah
- Yan Derocles
BFIT BASIC-FIT NV
RHK RHON-KLINIKUM AG
BLC BASTIDE LE CONFORT MEDICAL SA
ERA ERAMET SA
PAT PATRIZIA AG
GCO GRUPO CATALANA OCCIDENTE S.A.
RENE REDES ENERGETICAS NACIONAIS SA
LRE LAR ESPANA REAL ESTATE SOCIMI SA
CASH PROSEGUR CASH SA
MDM MAISONS DU MONDE SA
HAG HENSOLDT AG
VK VALLOUREC SA
STM STABILUS SE
ORP ORPEA
- Roy Külter
- Steven Boumans
Lar España : H1 2024 results: Strong performance amid takeover
>Good Operational Results - Like-for-like rental (“lfl”) growth of +6.6% (Q1: 4.8%) and NOI lfl +7.1% (Q1: +5.2%)It appears that devaluations have stabilized, with the portfolio value showing a marginal decline of -0.7% YTD and -2.5% YOY.Tenants are doing well with retail sales +4.9% YoY (Q1: +7.5%) and footfall +1.5% YoY (Q1: +2.6%)Operating metrics remain strong with 96.0% occupancy (Q1: 96.8%) and 99.1% collection rate (Q1: 98.1%).EPRA LTV 33.4%...
- Research Department
INFORME DIARIO 24 JULIO + RDOS. ESPAÑA Y EUROPA 2T’24. IDEAS DESTACADA...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ENDESA, GLOBAL DOMINIÓN, LAR ESPAÑA, MERLIN PROPERTIES, METROVACESA, MINOR HOTELS, SANTANDER. EUROPA: LVMH, INTESA. 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’24 que se publicarán en España y Europa en los próximos días. El Ibex alcanza los 11.200 puntos Avances en las bolsas en una sesión marcada p...
- Research Department
IBERIAN DAILY 24 JULY + 2Q’24 RESULTS. HIGHLIGHTS AND REST OF PREVIEWS...
NEWS SUMMARY: ENDESA, GLOBAL DOMINION, LAR ESPAÑA, MERLIN PROPERTIES, METROVACESA, MINOR HOTELS, SANTANDER. 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’24 results to be released over the coming days in Spain. The Ibex hits 11,200 points Stock markets saw gains in a session marked by the 2Q earnings release at both sides of the Atlantic. In the STOXX 600, Technology (ben...
- Research Department
IBERIAN DAILY 16 JULY + 2Q'24 RESULTS. PREVIEWS (ANÁLISIS BANCO SABADE...
NEWS SUMMARY: GRIFOLS, LAR ESPAÑA, NATURGY, OHLA, SACYR, TALGO.. 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’24 results to be released over the coming days in Spain. China remains a concern Moderate drops in European stock markets, pressured by the poor 2Q’24 GDP data out of China. In the STOXX 600, all the sectors were in the red, with the best performers being Travel ...
- Research Department
INFORME DIARIO 16 JULIO + RDOS. ESPAÑA Y EUROPA 2T’24. PREVIEWS (ANÁLI...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: GRIFOLS, LAR ESPAÑA, NATURGY, OHLA, SACYR, TALGO. 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’24 que se publicarán en España y Europa en los próximos días. China sigue preocupando Caídas moderadas en las bolsas europeas presionadas por los malos datos del PIB del 2T’24 de China. En el STOXX 600 todos...
- Research Department
IBERIAN DAILY 15 JULY + 2Q’24 RESULTS. PREVIEWS (ANÁLISIS BANCO SABADE...
NEWS SUMMARY: GREENING, GRIFOLS, IBERDROLA, NEINOR HOMES, ROVI, TALGO. 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’24 results to be released over the coming days in Spain. IBEX back above 11,200 points It was a positive week for stock markets on both sides of the Atlantic, where the IBEX 35 stood out (rising more than +2%) thanks to the solid inflation data and the sta...
- Research Department
INFORME DIARIO 15 JULIO + RDOS. ESPAÑA Y EUROPA 2T’24. PREVIEWS (ANÁLI...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: IBERDROLA, GREENING, GRIFOLS, NEINOR HOMES, ROVI, TALGO. 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’24 que se publicarán en España y Europa en los próximos días. El Ibex recupera los 11.200 puntos Semana positiva para las bolsas a ambos lados del Atlántico, donde destacó el Ibex (subiendo más de un ...
- Roy Külter
- Steven Boumans
Lar España : Helios launches a takeover bid on Lar España of €8.1
>Offer on shares of €8.1, +16% above yesterday’s close - This morning Lar Espana announced that Helios, part of Hines, launches a takeover bid of Lar España € at 8.10 or €609m (considering 75,196,924 shares ).The €8.10 offer price is 16% above yesterday’s close of € 6.99 and 25% to the volume-weighted average price of €6.48 per Lar share for the six-month period immediately before the date of this announcement, adjusted by the dividend paid of € 0.79.The off...
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