ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 29/04/2025

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 04/29/2025

Unicaja Banco : A solid start to 2025

Unicaja Banco : Début d’exercice 2025 solide

INFORME DIARIO 29 ABRIL + RDOS. ESPAÑA Y EUROPA 1T’25. PREVIEWS (ANÁLI...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: INDRA, METROVACESA, PUIG BRANDS, SANTANDER, SECTOR SEGUROS, UNICAJA, VISCOFAN. EUROPA: ADIDAS, SCHNEIDER, VOLKSWAGEN. 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. 1T’25 que se publicarán en España y Europa en los próximos días. El Ibex resiste a pesar del apagón Las bolsas comenzaron la semana con gananci...

IBERIAN DAILY 29 APRIL + 1Q’25 RESULTS. PREVIEWS (ANÁLISIS BANCO SABAD...

NEWS SUMMARY: INDRA, INSURANCE SECTOR, METROVACESA, PUIG BRANDS, SANTANDER, UNICAJA, 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 1Q’25 results to be released over the coming days in Spain. The IBEX resists despite the power outage Stock markets kicked off the week with gains, and with the IBEX close to 2008 highs after exceeding 13,400 points. In the STOXX 600, th...

UNICAJA: RDOS. 1T’25 Y CAMBIO DE P.O. AL ALZA (ANÁLISIS BANCO SABADELL...

Rdos. 1T'25 vs 1T'24: M. Intereses: 369 M euros (-5,6% vs -6% BS(e) y -6,5% consenso); M. Bruto: 515 M euros (+11,5% vs +0,6% BS(e) y +1,6% consenso); M. Neto: 280 M euros (+18,2% vs -3% BS(e) y -1% consenso); BDI: 158 M euros (+43% vs +5,6% BS(e) y +4,7% consenso); Rdos. 1T'25 vs 4T'24: M. Intereses: 369 M euros (-3,1% vs -3,6% BS(e) y -1% consenso); M. Bruto: 515 M euros (-1,1% vs -10,8% BS(e) y -13,8% consenso); M. Neto: 280 M euros (-3,8% vs -21% BS(e) y -24,6% consenso); BDI: 158 M euros (+...

IBERIAN DAILY 03 MARCH (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: GRUPO CATALANA OCCIDENTE, REPSOL, TALGO, TELEFÓNICA, UNICAJA. The Ibex continues to lead Europe It was a volatile week for European stock markets, fuelled by business resuts and dragged down by D. Trump’s comments about the implementation of 25% tariffs to Europe. The Ibex climbed around +3.0% last week, exceeding 13,300 points. Thus, in the STOXX 600, Banks and Insurance were the best performers last week vs. Media and Technology that posted the biggest drops. On the macro side,...

INFORME DIARIO 03 MARZO + RDOS. EUROPA 4T’24. PREVIEWS (ANÁLISIS BANCO...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: GRUPO CATALANA OCCIDENTE, REPSOL, TALGO, TELEFÓNICA, UNICAJA. EUROPA: SCHNEIDER ELECTRIC, SIEMENS. 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. 4T’24 que se publicarán en España y Europa en los próximos días. El Ibex sigue liderando en Europa Semana volátil en las bolsas europeas, impulsadas por los resul...

ODDO BHF Small & MIDCAP MORNING NEWS – 02/05/2025

ODDO BHF Small & MIDCAP MORNING NEWS – 05/02/2025

Unicaja Banco : A robust year in 2024, reasonable 2025 guidance, mediu...

Unicaja Banco : Exercice 2024 solide, guidance 2025 raisonnable et amb...

UNICAJA: 4Q’24 RESULTS AND 2027 STRATEGIC PLAN (ANÁLISIS BANCO SABADEL...

4Q'24 vs. 4Q'23: NII: € 381 M (+0.1% vs. -9.2% BS(e) and -3.5% consensus); Total Revenues: € 521 M (+17.9% vs. +8.1% BS(e) and +12.9% consensus); Operating Income: € 291 M (+19.6% vs. +11.3% BS(e) and +18.7% consensus); Net Profit: € 122 M (vs. € -19 M in 4Q’23; € 131 M BS(e) and € 141 M consensus). 4Q'24 vs. 3Q'24: NII: € 381 M (-0.8% vs. -10% BS(e) and -4.4% consensus); Total Revenues: € 521 M (+1.4% vs. -7% BS(e) and -2.9% consensus); Operating Income: € 291 M (+1.9% vs. -12.5% BS(e) and -6.7...

UNICAJA: RDOS. 4T’24 Y PLAN ESTRATÉGICO A 2027 (ANÁLISIS BANCO SABADEL...

Rdos. 4T'24 vs 4T'23: M. Intereses: 381 M euros (+0,1% vs -9,2% BS(e) y -3,5% consenso); M. Bruto: 521 M euros (+17,9% vs +8,1% BS(e) y +12,9% consenso); M. Neto: 291 M euros (+19,6% vs +11,3% BS(e) y +18,7% consenso); BDI: 122 M euros (vs -19 M euros en 4T’23; 131 M euros BS(e) y 141 M euros consenso). Rdos. 4T'24 vs 3T'24: M. Intereses: 381 M euros (-0,8% vs --10% BS(e) y -4,4% consenso); M. Bruto: 521 M euros (+1,4% vs -7% BS(e) y -2,+9% consenso); M. Neto: 291 M euros (+1,9% vs -12,5% BS(e)...

INFORME DIARIO 04 FEBRERO + RDOS. ESPAÑA Y EUROPA 4T’24. PREVIEWS (ANÁ...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: UNICAJA. EUROPA: AIRBUS, ING GROEP. 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. 4T’24 que se publicarán en España y Europa en los próximos días. Máxima volatilidad en los mercados Tras un inicio muy negativo, las Bolsas europeas recuperaron terreno tras el anuncio de retraso de un mes en los aranceles i...

IBERIAN DAILY 04 FEBRUARY + 4Q’24 RESULTS. PREVIEWS (ANÁLISIS BANCO SA...

NEWS SUMMARY: 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 4Q’24 results to be released over the coming days in Spain. Extreme volatility on stock markets Following a negative opening bell, European stock markets recovered ground after the announcement of a one-month postponement in the tariffs imposed to Mexico and Canada (in exchange for concessions in borders an...

IBERIAN DAILY 03 FEBRUARY + 4Q'24 RESULTS. PREVIEWS (ANÁLISIS BANCO SA...

NEWS SUMMARY: INDRA, NATURGY, OHLA, REDEIA, SANTANDER, 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 4Q’24 results to be released over the coming days in Spain. European stock markets recover from DeepSeek’s setback and end with gains Despite the initial corrections seen last Friday, European stock markets ended with gains last week, with the Ibex climbing >+3.0% abo...

INFORME DIARIO 03 FEBRERO + RDOS. ESPAÑA Y EUROPA 4T’24. PREVIEWS (ANÁ...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: INDRA, NATURGY, OHLA, REDEIA, SANTANDER, UNICAJA. EUROPA: L’ORÉAL, SANOFI, 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. 4T’24 que se publicarán en España y Europa en los próximos días. Las bolsas se recuperan del mazazo de DeepSeek y cierran con ganancias A pesar de decantarse por las pérdidas ...

IBERIAN DAILY 09 JANUARY (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: IBERDROLA, SACYR, UNICAJA. Slight losses with the market still affected by rising yields and awaiting employment data European stock markets, which opened with slight gains, ended up doing a 180 after Wall Street opened, awaiting tomorrow’s US employment data and with all eyes on debt yields. The first few days of the year continue to be shaky: the debate continues on at what point, with demanding stock market levels, high interest rates but a still-favourable macro backdrop, ther...