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Steven Gould
  • Steven Gould
Steven Gould
  • Steven Gould
Benoit Valleaux ... (+2)
  • Benoit Valleaux
  • Steven Gould
Benoit Valleaux ... (+2)
  • Benoit Valleaux
  • Steven Gould

Sacyr S.A.: 1 director

A director at Sacyr S.A. sold 302,864 shares at 3.670EUR and the significance rating of the trade was 71/100. 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...

Luis Arredondo
  • Luis Arredondo

SACYR: MENSAJES DE LA CONFERENCE CALL RDOS. 2T’25 (ANÁLISIS BANCO SABA...

De la conference call de Rdos. 2T’25 destacamos  Autopista Pedemontana: Confirma que continúa trabajando con la Administración pública italiana (región de Veneto)

Carole Braudeau
  • Carole Braudeau

Credit Morning 07/30/2025

Nexans: Strong set of results and resignation of its CFO|OPmobility prices its new 2031 bonds|Altarea: recovery momentum in housing firmed up in H1 2025|Worldline: confirmation of major operating challenges in H1 2025|

Javier Esteban
  • Javier Esteban

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

2Q'25 vs. 2Q'24: NII: € 2.636 Bn (-5.6% vs. -6.1% BS(e) and -6.1% consensus); Total Revenues: € 4.030 Bn (-4.2% vs. -4.5% BS(e) and -5.6% consensus); Operating Income: € 2.431 Bn (-9.5% vs. -9.9% BS(e) and -11.7% consensus); Pre-AT1 Net Profit: € 1.482 Bn (-11.3% vs. -12.2% BS(e) and -18.8% consensus). 2Q'25 vs. 1Q'25: NII: € 2.636 Bn (-0.4% vs. -1% BS(e) and -1% consensus); Total Revenues: € 4.030 Bn (+0.5% vs. +0.1% BS(e) and -1.1% consensus); Operating Income: € 2.431 Bn (+0% vs. -0.5% BS(e) ...

Marine Leleux ... (+3)
  • Marine Leleux
  • Maureen Schuller
  • Suvi Platerink Kosonen

Bank Brunch/Banco Santander and CaixaBank 2Q, ECB collateral framework

Banco Santander 2Q satisfactory, funding focus on covered bonds; CaixaBank earnings pressured by lower net interest income; The ECB will include a climate risk factor in its collateral framework

Marine Leleux ... (+3)
  • Marine Leleux
  • Maureen Schuller
  • Suvi Platerink Kosonen

Bank Brunch/Banco Santander and CaixaBank 2Q, ECB collateral framework

Banco Santander 2Q satisfactory, funding focus on covered bonds; CaixaBank earnings pressured by lower net interest income; The ECB will include a climate risk factor in its collateral framework

Carole Braudeau
  • Carole Braudeau

Morning Crédit 30/07/2025

Nexans: Strong set of results and resignation of its CFO|OPmobility price ses nouvelles obligations 2031|Altarea : la dynamique de reprise sur le logement se confirme au S1 2025|Worldline : confirmation d’importantes difficultés au S1 2025|

Luis Arredondo
  • Luis Arredondo

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

Rdos. 2T'25 vs 2T'24: Ventas: 1.178 M euros (+4,7% vs +3,6% BS(e) y +0,7% consenso); EBITDA: 346,0 M euros (+8,9% vs +3,6% BS(e) y +1,3% consenso); EBIT: 221,65 M euros (-28,3% vs -33,1% BS(e) y -34,4% consenso); BDI: 3,52 M euros (-86,8% vs -13,25 M euros BS(e) y -6,0 M euros consenso); Rdos. 1S'25 vs 1S'24: Ventas: 2.237 M euros (+5,6% vs +5,0% BS(e) y +3,4% consenso); EBITDA: 647,0 M euros (-1,5% vs -4,1% BS(e) y -5,2% consenso); EBIT: 463,89 M euros (-22,6% vs -25,1% BS(e) y -25,7% consenso)...

Javier Esteban
  • Javier Esteban

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

Rdos. 2T'25 vs 2T'24: M. Intereses: 2.636 M euros (-5,6% vs -6,1% BS(e) y -6,1% consenso); M. Bruto: 4.030 M euros (-4,2% vs -4,5% BS(e) y -5,6% consenso); M. Neto: 2.431 M euros (-9,5% vs -9,9% BS(e) y -11,7% consenso); BDI pre AT1: 1.482 M euros (-11,3% vs -12,2% BS(e) y -18,8% consenso). Rdos. 2T'25 vs 1T'25: M. Intereses: 2.636 M euros (-0,4% vs -1% BS(e) y -1% consenso); M. Bruto: 4.030 M euros (+0,5% vs +0,1% BS(e) y -1,1% consenso); M. Neto: 2.431 M euros (+0% vs -0,5% BS(e) y -2,5% cons...

Research Department
  • Research Department

INFORME DIARIO 30 JULIO + RDOS. ESPAÑA Y EUROPA 2T’25. IDEAS DESTACADA...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CAIXABANK, FERROVIAL, GRIFOLS, REDEIA, SACYR, SANTANDER, TALGO, TELEFÓNICA. EUROPA: ADIDAS, DANONE, KERING, L’ORÉAL, MERCEDES BENZ GROUP. 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. Los resultados toman el relevo Recuperación marcada por el...

Research Department
  • Research Department

IBERIAN DAILY 30 JULY + 2Q’25 RESULTS. HIGHLIGHTS AND REST OF PREVIEWS...

NEWS SUMMARY: CAIXABANK, FERROVIAL, GRIFOLS, REDEIA, SACYR, SANTANDER, TALGO, 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. Results take centre stage Recovery in Europe in a session marked by the results calendar and news on the trade negotiations of the US with China and the EU. In the STOXX 600, the ral...

Moody's Ratings announces completion of a periodic review of ratings o...

Moody's Ratings (Moody's) has completed a periodic review of the ratings of CaixaBank, S.A. and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 23 June 2025 in which we reassessed the appropriateness of the ratings in the context of th...

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