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James Ratzer
  • James Ratzer
EUR 8886.00
CLNX Cellnex Telecom...

Cellnex (Reduce, €28.5, -15%) Q1 25: Revenue volatility raises new qu...

Cellnex’s reported Q1 results were broadly in line with expectations and all 2025 and 2027 guidance has been reiterated, albeit our estimates remain fractionally below their guidance ranges.

CLNX CELLNEX TELECOM S.A.
19h / 45m 19h / 45m 1 EN
Martin Marandon-Carlhian ... (+3)
  • Martin Marandon-Carlhian
  • Stephane Houri
  • Thomas Zlowodzki
SOON SONOVA HOLDING AG
IFX INFINEON TECHNOLOGIES AG
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
EDP EDP-ENERGIAS DE PORTUGAL SA
ZURN ZURICH INSURANCE GROUP LTD
LONN LONZA GROUP AG
RHM RHEINMETALL AG
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
ENEL ENEL SPA
EDW EDP RENOVAVEIS SA
AMS AMADEUS IT GROUP SA CLASS A
OTP OTP BANK NYRT
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
WLN WORLDLINE SA
CLNX CELLNEX TELECOM S.A.
INGA ING GROEP NV
LDO LEONARDO SPA
MOL MOL HUNGARIAN OIL & GAS PLC CLASS A
KBX KNORR-BREMSE AG
NEXI NEXI S.P.A.
NLBR NOVA LJUBLJANSKA BANKA DD LJUBLJANA
CPR DAVIDE CAMPARI-MILANO N.V.
ENR SIEMENS ENERGY AG
19h / 49m 19h / 49m 1 EN
Roy Külter ... (+3)
  • Roy Külter
  • Steven Boumans
  • Thomas Zlowodzki
FRA FRAPORT AG
PROX PROXIMUS SA DE DROIT PUBLIC
ZIL2 ELRINGKLINGER AG
LXS LANXESS AG
ACX ACERINOX SA
COFB COFINIMMO SA
INH INDUS HOLDING AG
KRN KRONES AG
MONT MONTEA SCA
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
SAX STROEER SE & CO. KGAA
BPOST BPOST SA
BRNL BRUNEL INTERNATIONAL N.V.
SSO SCATEC ASA
NVG NAVIGATOR COMPANY SA
RENE REDES ENERGETICAS NACIONAIS SA
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
VGP VGP NV
COL INMOBILIARIA COLONIAL SOCIMI SA
SIFG SIF HOLDING NV
FACC FACC AG
WLN WORLDLINE SA
MEL MELIA HOTELS INTERNATIONAL S.A.
NKT NKT A/S
GEST GESTAMP AUTOMOCION S.A.
SAB BANCO DE SABADELL SA
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
S92 SMA SOLAR TECHNOLOGY AG
EAT AMREST HOLDINGS SE
NEXI NEXI S.P.A.
NLBR NOVA LJUBLJANSKA BANKA DD LJUBLJANA
AG1 AUTO1 GROUP
MRX MISTER SPEX SE
ECMPA EUROCOMMERCIAL PROPERTIES NV
BRE BREMBO S.P.A.
19h / 50m 19h / 50m 1 EN
Carole Braudeau
  • Carole Braudeau
PREMIUM
CEC CECONOMY AG
CBK COMMERZBANK AG ... (+5)

Credit Morning 05/09/2025

JLR: a reduction in tariffs on British vehicles|

CEC CECONOMY AG
CBK COMMERZBANK AG
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
DIC DIC ASSET AG
CLNX CELLNEX TELECOM S.A.
19h / 57m 19h / 57m 1 EN
Martin Marandon-Carlhian ... (+3)
  • Martin Marandon-Carlhian
  • Stephane Houri
  • Thomas Zlowodzki
SOON SONOVA HOLDING AG
IFX INFINEON TECHNOLOGIES AG
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
EDP EDP-ENERGIAS DE PORTUGAL SA
ZURN ZURICH INSURANCE GROUP LTD
LONN LONZA GROUP AG
RHM RHEINMETALL AG
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
ENEL ENEL SPA
EDW EDP RENOVAVEIS SA
AMS AMADEUS IT GROUP SA CLASS A
OTP OTP BANK NYRT
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
WLN WORLDLINE SA
CLNX CELLNEX TELECOM S.A.
INGA ING GROEP NV
LDO LEONARDO SPA
MOL MOL HUNGARIAN OIL & GAS PLC CLASS A
KBX KNORR-BREMSE AG
NEXI NEXI S.P.A.
NLBR NOVA LJUBLJANSKA BANKA DD LJUBLJANA
CPR DAVIDE CAMPARI-MILANO N.V.
ENR SIEMENS ENERGY AG
20h / 6m 20h / 6m 1 FR
Roy Külter ... (+3)
  • Roy Külter
  • Steven Boumans
  • Thomas Zlowodzki
FRA FRAPORT AG
PROX PROXIMUS SA DE DROIT PUBLIC
ZIL2 ELRINGKLINGER AG
LXS LANXESS AG
ACX ACERINOX SA
COFB COFINIMMO SA
INH INDUS HOLDING AG
KRN KRONES AG
MONT MONTEA SCA
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
SAX STROEER SE & CO. KGAA
BPOST BPOST SA
BRNL BRUNEL INTERNATIONAL N.V.
SSO SCATEC ASA
NVG NAVIGATOR COMPANY SA
RENE REDES ENERGETICAS NACIONAIS SA
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
VGP VGP NV
COL INMOBILIARIA COLONIAL SOCIMI SA
SIFG SIF HOLDING NV
FACC FACC AG
WLN WORLDLINE SA
MEL MELIA HOTELS INTERNATIONAL S.A.
NKT NKT A/S
GEST GESTAMP AUTOMOCION S.A.
SAB BANCO DE SABADELL SA
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
S92 SMA SOLAR TECHNOLOGY AG
EAT AMREST HOLDINGS SE
NEXI NEXI S.P.A.
AG1 AUTO1 GROUP
MRX MISTER SPEX SE
ECMPA EUROCOMMERCIAL PROPERTIES NV
BRE BREMBO S.P.A.
20h / 10m 20h / 10m 1 FR
Carole Braudeau
  • Carole Braudeau
PREMIUM
CEC CECONOMY AG
CBK COMMERZBANK AG ... (+5)

Morning Crédit 09/05/2025

JLR : une baisse des droits de douane sur les véhicules britanniques|

CEC CECONOMY AG
CBK COMMERZBANK AG
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
DIC DIC ASSET AG
CLNX CELLNEX TELECOM S.A.
20h / 14m 20h / 14m 1 FR
Ana Arjona-Martinez
  • Ana Arjona-Martinez
CLNX CELLNEX TELECOM S.A.
20h / 21m 20h / 21m 1 EN
Fehmi Ben Naamane
  • Fehmi Ben Naamane
MEL MELIA HOTELS INTERNATIONAL S.A.
21h / 15m 21h / 15m 1 EN
Andres Bolumburu
  • Andres Bolumburu
EUR 100.00
CAF Construcciones ...
S.A.

CAF: 1Q’25 RESULTS (ANÁLISIS BANCO SABADELL)

1Q'25 vs. 1Q'24 Results Sales: € 1.118 Bn (+10.9% vs. +9.8% BS(e) and +7.9% consensus); EBIT: € 57.0 M (+21.3% vs. +21.3% BS(e) and +17.0% consensus); Net Profit: € 36.0 M (+56.5% vs. +49.1% BS(e) and +26.1% consensus);

CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES
S.A.
21h / 16m 21h / 16m 1 EN
Andres Bolumburu
  • Andres Bolumburu
EUR 100.00
CLNX Cellnex Telecom...

CELLNEX: 1Q’25 RESULTS (ANÁLISIS BANCO SABADELL)

1Q'25 vs. 1Q'24 Results Sales: € 964.0 M (+1.9% vs. +2.6% BS(e) and +2.6% consensus); EBITDA: € 798.0 M (+2.6% vs. +1.9% BS(e) and +2.8% consensus); Net Profit: € -49.0 M (€ -39.0 M in 1Q'24);

CLNX CELLNEX TELECOM S.A.
21h / 34m 21h / 34m 1 EN
Jan Frederik Slijkerman ... (+5)
  • Jan Frederik Slijkerman
  • Jeroen van den Broek
  • Jesse Norcross
  • Nadège Tillier
  • Timothy Rahill
EUR 88.86
SRG SNAM S.P.A.
CLNX Cellnex Telecom...

Coffee, Croissants & Credit/Statkraft, Snam, Cellnex

Utilities - Statkraft: 1Q25 results mark further weakening of operating performance; Snam: Strong 1Q25 results – we are positive on the name. Telecom - Cellnex reports solid 1Q25 results

SRG SNAM S.P.A.
CLNX CELLNEX TELECOM S.A.
21h / 53m 21h / 53m 1 EN
Rafael Bonardell
  • Rafael Bonardell
EUR 100.00
MEL Melia Hotels In...

MELIÁ HOTELS: 1Q’25 RESULTS (ANÁLISIS BANCO SABADELL)

1Q'25 vs. 1Q'24 Results Sales: € 441.1 M (+0.8% vs. +4.6% BS(e) and +4.4% consensus); EBITDA: € 91.0 M (-4.5% vs. +3.9% BS(e) and +3.2% consensus).

MEL MELIA HOTELS INTERNATIONAL S.A.
22h / 8m 22h / 8m 1 EN
Ignacio Romero
  • Ignacio Romero
EUR 100.00
COL SM Inmobiliaria Co...

COLONIAL: 1Q’25 RESULTS (ANÁLISIS BANCO SABADELL)

1Q'25 vs. 1Q'24 Results Rental Revenues: € 97 M (+1% vs. -0.2% BS(e)); EBITDA: € 74.6 M (+3% vs. -1.0% BS(e));

COL SM INMOBILIARIA COLONIAL (COL SM)
22h / 38m 22h / 38m 1 EN
Andres Bolumburu
  • Andres Bolumburu
EUR 100.00
CLNX Cellnex Telecom...

CELLNEX: RDOS. 1T’25 (ANÁLISIS BANCO SABADELL)

Rdos. 1T'25 vs 1T'24: Ventas: 964,0 M euros (+1,9% vs +2,6% BS(e) y +2,6% consenso); EBITDA: 798,0 M euros (+2,6% vs +1,9% BS(e) y +2,8% consenso); BDI: -49,0 M euros (vs -39,0 M euros en 1T'24).

CLNX CELLNEX TELECOM S.A.
22h / 46m 22h / 46m 1 ES
Fehmi Ben Naamane
  • Fehmi Ben Naamane
MEL MELIA HOTELS INTERNATIONAL S.A.
22h / 57m 22h / 57m 1 FR
Andres Bolumburu
  • Andres Bolumburu
EUR 100.00
CAF Construcciones ...
S.A.

CAF: RDOS. 1T’25 (ANÁLISIS BANCO SABADELL)

Rdos. 1T'25 vs 1T'24: Ventas: 1.118 M euros (+10,9% vs +9,8% BS(e) y +7,9% consenso); EBIT: 57,0 M euros (+21,3% vs +21,3% BS(e) y +17,0% consenso); BDI: 36,0 M euros (+56,5% vs +49,1% BS(e) y +26,1% consenso).

CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES
S.A.
23h 23h 1 ES
Rafael Bonardell
  • Rafael Bonardell
EUR 100.00
MEL Melia Hotels In...

MELIÁ HOTELS: RDOS. 1T’25 (ANÁLISIS BANCO SABADELL)

Rdos. 1T'25 vs 1T'24: Ventas: 441,1 M euros (+0,8% vs +4,6% BS(e) y +4,4% consenso); EBITDA: 91,0 M euros (-4,5% vs +3,9% BS(e) y +3,2% consenso).

MEL MELIA HOTELS INTERNATIONAL S.A.
23h / 6m 23h / 6m 1 ES
Ignacio Romero
  • Ignacio Romero
EUR 100.00
COL SM Inmobiliaria Co...

COLONIAL: RDOS. 1T’25 (ANÁLISIS BANCO SABADELL)

Rdos. 1T'25 vs 1T'24: Ingresos por rentas: 97 M euros (+1% vs -0,2% BS(e)); EBITDA: 74,6 M euros (+3% vs -1% BS(e)).

COL SM INMOBILIARIA COLONIAL (COL SM)
23h / 13m 23h / 13m 1 ES
Research Department
  • Research Department
EUR 100.00
CLNX Cellnex Telecom...
MEL Melia Hotels In... ... (+5)

IBERIAN DAILY 09 MAY + 1Q’25 RESULTS. HIGHLIGHTS AND REST OF PREVIEWS ...

NEWS SUMMARY: CAF, CELLNEX, INMOBILIARIA COLONIAL, MELIÁ. 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 1Q’25 results to be released over the coming days in Spain. Euro STOXX 50 nearing April highs European stock markets rose following the Fed meeting and progress made in tariff matters. In the STOXX 600, the best-performing sectors were Industrials and Technology, whereas d...

CLNX CELLNEX TELECOM S.A.
MEL MELIA HOTELS INTERNATIONAL S.A.
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES
COL SM S.A.
INMOBILIARIA COLONIAL (COL SM)
23h / 42m 23h / 42m 1 EN
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