SAP SE: 1 director

A director at SAP SE bought 750 shares at 232.657EUR and the significance rating of the trade was 68/100. 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 showing ...

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 ...

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

2Q'25 vs. 2Q'24 Results Sales: € 906.35 M (-2.1% vs. -1.7% BS(e)); EBITDA: € 57.4 M (+51.1% vs. +7.7% BS(e)); EBIT: € 27.45 M (+85.5% vs. +48.1% BS(e)); Net Profit: € -7.85 M (€ -29.5 M in 1H'24 vs. € -8.04 M BS(e)); 1H'25 vs. 1H'24 Results Sales: € 1.689 Bn (-1.8% vs. -1.6% BS(e)); EBITDA: € 84.1 M (+46.3% vs. +17.6% BS(e)); EBIT: € 46.25 M (+139.6% vs. +111.0% BS(e)); Net Profit: € -29.65 M (€ -34.2 M in 1H'24 vs. € -29.84 M BS(e));

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

Rdos. 2T'25 vs 2T'24: Ventas: 906,35 M euros (-2,1% vs -1,7% BS(e); EBITDA: 57,4 M euros (+51,1% vs +7,7% BS(e)); EBIT: 27,45 M euros (+85,5% vs +48,1% BS(e)); BDI: -7,85 M euros (-29,5 M euros en 1S'24 vs -8,04 M euros BS(e)); Rdos. 1S'25 vs 1S'24: Ventas: 1.689 M euros (-1,8% vs -1,6% BS(e)); EBITDA: 84,1 M euros (+46,3% vs +17,6% BS(e)); EBIT: 46,25 M euros (+139,6% vs +111,0% BS(e)); BDI: -29,65 M euros (-34,2 M euros en 1S'24 vs -29,84 M euros BS(e)).

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 07/25/2025

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 25/07/2025

Laboratorios Rovi : Q2 earnings above. FY 2025 guidance maintained

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

2Q'25 vs. 2Q'24 Results Sales: € 159.69 M (-10.4% vs. -9.1% BS(e) and -10.4% consensus); EBITDA: € 35.3 M (-19.8% vs. -21.6% BS(e) and -10.0% consensus); EBIT: € 27.95 M (-24.8% vs. -27.1% BS(e) and -32.2% consensus); Net Profit: € 21.6 M (-26.4% vs. -28.0% BS(e) and -34.2% consensus); 1H'25 vs. 1H'24 Results Sales: € 314.59 M (-4.5% vs. -3.8% BS(e) and -4.5% consensus); EBITDA: € 65.6 M (-6.2% vs. -7.3% BS(e) and 0.0% consensus); EBIT: € 50.95 M (-9.8% vs. -11.3% BS(e) and -14.7% consensus); Ne...

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

Rdos. 2T'25 vs 2T'24: Ventas: 159,69 M euros (-10,4% vs -9,1% BS(e) y -10,4% consenso); EBITDA: 35,3 M euros (-19,8% vs -21,6% BS(e) y -10,0% consenso); EBIT: 27,95 M euros (-24,8% vs -27,1% BS(e) y -32,2% consenso); BDI: 21,6 M euros (-26,4% vs -28,0% BS(e) y -34,2% consenso). Rdos. 1S'25 vs 1S'24: Ventas: 314,59 M euros (-4,5% vs -3,8% BS(e) y -4,5% consenso); EBITDA: 65,6 M euros (-6,2% vs -7,3% BS(e) y 0,0% consenso); EBIT: 50,95 M euros (-9,8% vs -11,3% BS(e) y -14,7% consenso); BDI: 39,7 M...

INFORME DIARIO 24 JULIO + RDOS. ESPAÑA Y EUROPA 2T’25. IDEAS DESTACADA...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACS, BANKINTER, CAF, COLONIAL, IBERDROLA, INDRA, REPSOL, ROVI, VIDRALA. EUROPA: BNP PARIBAS, DEUTSCHE TELEKOM, NOKIA, PERNOD RICARD, UNICREDIT. 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. Mayores esperanzas en las negociaciones comerciales ...

IBERIAN DAILY 24 JULY + 2Q’25 RESULTS. HIGHLIGHTS AND REST OF PREVIEWS...

NEWS SUMMARY: ACS, AEDAS HOMES, BANKINTER, CAF, COLONIAL, IBERDROLA, INDRA, REPSOL, ROVI, VIDRALA. 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. Greater expectations in trade negotiations European stock exchanges recovered the ground lost the previous session, rallying around +1.0% after the trade agreement with Japa...

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 07/23/2025

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 23/07/2025

SAP : Another excellent quarter, but SAP merely confirmed its guidance

Coffee, Croissants & Credit/SAP, KPN

KPN reports strong 2Q25 results, SAP reports strong 2Q25 results.

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

Rdos. 2T'25 vs 2T'24: Ventas: 9.027 M euros (+8,9% vs +9,2% consenso); EBIT: 2.568 M euros (+32,4% vs +25,5% consenso).

INFORME DIARIO 23 JULIO + RDOS. ESPAÑA Y EUROPA 2T’25. IDEAS DESTACADA...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AMPER, ENCE, FCC, IBERDROLA, INDRA, GLOBAL DOMINION, METROVACESA. EUROPA: NOKIA, SAP, UNICREDIT. 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. Trump anuncia un acuerdo comercial con Japón A excepción del Ibex, que se mantuvo plano, nueva jorn...

SAP : Encore un très bon trimestre mais SAP se contente de réitérer se...

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 07/17/2025