UNICAJA: 3Q’25 RESULTS (ANÁLISIS BANCO SABADELL)

3Q'25 vs. 3Q'24 Results NII: € 375 M (-2.3% vs. -2% BS(e) and -3.3% consensus); Total Revenues: € 515 M (+0.2% vs. +0.2% BS(e) and -0.5% consensus); Operating Income: € 276 M (-3.5% vs. -3.6% BS(e) and -4.9% consensus); Net Profit: € 165 M (+5.4% vs. +1.3% BS(e) and -4.8% consensus); 3Q'25 vs.. 2Q'25 Results NII: € 375 M (+0.3% vs. +0.6% BS(e) and -0.8% consensus); Total Revenues: € 515 M (-5.2% vs. -+5.2% BS(e) and -5.9% consensus); Operating Income: € 276 M (-9.9% vs. -10% BS(e) and -11.2% con...

UNICAJA: RDOS. 3T’25 (ANÁLISIS BANCO SABADELL)

Rdos. 3T'25 vs 3T'24: M. Intereses: 375 M euros (-2,3% vs -2% BS(e) y -3,3% consenso); M. Bruto: 515 M euros (+0,2% vs +0,2% BS(e) y -0,5% consenso); M. Neto: 276 M euros (-3,5% vs -3,6% BS(e) y -4,9% consenso); BDI: 165 M euros (+5,4% vs +1,3% BS(e) y -4,8% consenso); Rdos. 3T'25 vs 2T'25: M. Intereses: 375 M euros (+0,3% vs +0,6% BS(e) y -0,8% consenso); M. Bruto: 515 M euros (-5,2% vs -+5,2% BS(e) y -5,9% consenso); M. Neto: 276 M euros (-9,9% vs -10% BS(e) y -11,2% consenso); BDI: 165 M eur...

IBERIAN DAILY 31 OCTOBER + 3Q’25 RESULTS. PREVIEWS (ANÁLISIS BANCO SAB...

NEWS SUMMARY: BANKINTER, CAIXABANK, ELECTRICITY SECTOR, MELIÁ, PUIG BRANDS, 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 3Q’25 results to be released over the coming days in Spain. Profit taking after Central Bank meetings European stock markets slid amid 3Q’25 results and the Central Banks meetings. In the STOXX 600, Technology and Travel&Leisure were th...

INFORME DIARIO 31 OCTUBRE + RDOS. ESPAÑA Y EUROPA 3T’25. PREVIEWS (ANÁ...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CAIXABANK, MELIÁ, SECTOR ELÉCTRICO, PUIG BRANDS, UNICAJA. EUROPA: AXA, BAYER, SECTOR BANCARIO, 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. 3T’25 que se publicarán en España y Europa en los próximos días. Toma de beneficios post Bancos Centrales Las bolsas a ambos lados del Atlántico se decant...

FERROVIAL: MENSAJES DE LA CONFERENCE CALL RDOS. 3T’25 (ANÁLISIS BANCO ...

De la conference call de Rdos. 3T’25, destacamos los siguientes mensajes:  Managed Lanes: Confirma que la favorable evolución de tarifas en las Managed Lanes

FERROVIAL: 3Q’25 RESULTS (ANÁLISIS BANCO SABADELL)

3Q'25 vs. 3Q'24 Results Sales: € 2.443 Bn (+2.8% vs. +4.8% BS(e) and +2.8% consensus); EBITDA: € 376.0 M (-7.2% vs. +0.1% BS(e) and -1.0% consensus); EBIT: € 260.0 M (-7.8% vs. +1.6% BS(e) and -1.4% consensus); 9M'25 vs. 9M'24 Results Sales: € 6.912 Bn (+4.0% vs. +4.8% BS(e) and +4.0% consensus); EBITDA: € 1.031 Bn (+2.3% vs. +5.2% BS(e) and +4.8% consensus); EBIT: € 691.0 M (-17.0% vs. -13.9% BS(e) and -14.9% consensus);

FERROVIAL: RDOS. 3T’25 (ANÁLISIS BANCO SABADELL)

Rdos. 3T'25 vs 3T'24: Ventas: 2.443 M euros (+2,8% vs +4,8% BS(e) y +2,8% consenso); EBITDA: 376,0 M euros (-7,2% vs +0,1% BS(e) y -1,0% consenso); EBIT: 260,0 M euros (-7,8% vs +1,6% BS(e) y -1,4% consenso); Rdos. 9meses'25 vs 9meses'24: Ventas: 6.912 M euros (+4,0% vs +4,8% BS(e) y +4,0% consenso); EBITDA: 1.031 M euros (+2,3% vs +5,2% BS(e) y +4,8% consenso); EBIT: 691,0 M euros (-17,0% vs -13,9% BS(e) y -14,9% consenso).

IBERIAN DAILY 29 OCTOBER + 3Q’25 RESULTS. HIGHLIGHTS AND REST OF PREVI...

NEWS SUMMARY: COLONIAL, ENAGÁS, ENCE, ENDESA, FERROVIAL, REDEIA, 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 3Q’25 results to be released over the coming days in Spain. Ibex 35 above 16,080 Mixed bag on European stock markets with the “periphery” and the FTSE in positive numbers, compared to the core indices and the Swiss SMI in the red. In the STOXX 600, the big...

INFORME DIARIO 29 OCTUBRE + RDOS. ESPAÑA Y EUROPA 3T’25. IDEAS DESTACA...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ENAGAS, ENCE, ENDESA, FERROVIAL, INMOBILIARIA COLONIAL, REDEIA, SANTANDER. EUROPA: ADIDAS, MERCEDES, NOKIA. 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. 3T’25 que se publicarán en España y Europa en los próximos días. El Ibex 35 supera los 16.080 puntos Cierre mixto en las bolsas europeas con la “perife...

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 10/27/2025

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 10/27/2025

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 27/10/2025

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 27/10/2025

ODDO : Southern European banks: Q3 2025 should confirm an lastingly po...

ODDO : Banques Europe du Sud : le T3 25 devrait confirmer des perspect...

IBERIAN DAILY 24 OCTOBER + 3Q’25 RESULTS. HIGHLIGHTS AND REST OF PREVI...

NEWS SUMMARY: FERROVIAL, INDRA, NEINOR HOMES, 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 3Q’25 results to be released over the coming days in Spain. Awaiting US inflation data European stock markets ended the session better than they began, rallying after the opening of the US markets and ending mostly with gains. The IBEX, now above 15,800, is very close to reco...

INFORME DIARIO 24 OCTUBRE + RDOS. ESPAÑA Y EUROPA 3T’25. IDEAS DESTACA...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: FERROVIAL, INDRA, NEINOR HOMES, VISCOFAN. EUROPA: BNP, ENI, SAFRAN, SANOFI, VINCI 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. 3T’25 que se publicarán en España y Europa en los próximos días. A la espera del dato de inflación en EE.UU. Jornada de menos a más en las bolsas europeas, con unos mercados que ...

IBERIAN DAILY 17 OCTOBER + 3Q’25 RESULTS. PREVIEWS (ANÁLISIS BANCO SAB...

NEWS SUMMARY: CELLNEX, FERROVIAL, IBERDROLA. 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 3Q’25 results to be released over the coming days in Spain. S. Lecornu’s government survives for the time being European stock markets climbed, benefiting from the lower political risk in France, the expectation of rate cuts by the Fed and the good start to the 3Q’25 earnings season whe...

INFORME DIARIO 17 OCTUBRE + RDOS. ESPAÑA Y EUROPA 3T’25. PREVIEWS (ANÁ...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CELLNEX, FERROVIAL, IBERDROLA. EUROPA: ESSILORLUXOTTICA, INTESA SANPAOLO, 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. 3T’25 que se publicarán en España y Europa en los próximos días. El gobierno de Lecornu sobrevive por ahora Ganancias en las bolsas europeas, que se beneficiaron del menor rie...

IBERIAN DAILY 16 OCTOBER + 3Q’25 RESULTS. PREVIEWS (ANÁLISIS BANCO SAB...

NEWS SUMMARY: FERROVIAL, IBERDROLA, 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 3Q’25 results to be released over the coming days in Spain. Mixed performance ahead of results European stock markets saw significant dispersion, the CAC climbed +2.0%, the Ibex ended flat and the DAX fell. In the STOXX 600, which ended higher, the heavy gains of Consumer Goods stood ou...