View 
FILTERS (0)
* Not connected to ResearchPool

MORE FILTERS

   reports
James Ratzer
  • James Ratzer
EUR 8937.00
TEF TELEFONICA SA

Telefonica (Neutral, €5.0, +14%) Q1 25 - The three things that stand ...

Telefonica is still in a state of flux ahead of the outcome of its strategic review, but we are positively encouraged by the refined FCF guidance and the better-than-expected trends seen in the German mobile market.

6h / 39m 6h / 39m 1 EN
Chaima Ferrandon ... (+2)
  • Chaima Ferrandon
  • Sven Edelfelt
FGR EIFFAGE SA
EN BOUYGUES SA
MUV2 MUNICH REINSURANCE COMPANY
CPG COMPASS GROUP PLC
COLR ETABLISSEMENTEN FRANZ COLRUYT N.V.
EOAN E.ON SE
ALO ALSTOM SA
VER VERBUND AG CLASS A
ITX INDUSTRIA DE DISENO TEXTIL S.A.
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
BNR BRENNTAG SE
MERLIN MERLIN PROPERTIES SOCIMI S.A.
HLAG HAPAG-LLOYD AG
INPST INPOST S.A.
DTG DAIMLER TRUCK
FER FERROVIAL SA
7h / 22m 7h / 22m 1 FR
Chaima Ferrandon ... (+2)
  • Chaima Ferrandon
  • Sven Edelfelt
FGR EIFFAGE SA
EN BOUYGUES SA
MUV2 MUNICH REINSURANCE COMPANY
CPG COMPASS GROUP PLC
COLR ETABLISSEMENTEN FRANZ COLRUYT N.V.
EOAN E.ON SE
ALO ALSTOM SA
VER VERBUND AG CLASS A
ITX INDUSTRIA DE DISENO TEXTIL S.A.
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
BNR BRENNTAG SE
MERLIN MERLIN PROPERTIES SOCIMI S.A.
HLAG HAPAG-LLOYD AG
INPST INPOST S.A.
DTG DAIMLER TRUCK
FER FERROVIAL SA
7h / 45m 7h / 45m 1 EN
Carole Braudeau
  • Carole Braudeau
PREMIUM
CA CARREFOUR SA
GYC Grand City Prop... ... (+8)

Credit Morning 05/14/2025

URW (Investor Day): Focus on growth and shareholder value|Atos unveils ambitious 2028 targets that will be presented during an Investor Day|

CA CARREFOUR SA
GYC GRAND CITY PROPERTIES SA
ALO ALSTOM SA
BAYN BAYER AG
BNR BRENNTAG SE
AT1 AROUNDTOWN SA
TEF TELEFONICA SA
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
8h 8h 1 EN
Alvaro del Pozo
  • Alvaro del Pozo
EUR 100.00
TEF TELEFONICA SA

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

1Q'25 vs. 1Q'24 Results Sales: € 9.221 Bn (-2.9% vs. -4.8% BS(e) and -4.2% consensus); EBITDA: € 3.014 Bn (-4.2% vs. -4.2% BS(e) and -4.2% consensus); EBIT: € 1.109 Bn (-1.7% vs. -19.0% BS(e) and -18.9% consensus); Net Profit: € -1.304.0 M (€ 533.0 M in 1Q'24 vs. € -1.349.0 M BS(e) and € -1.319.0 M consensus);

8h / 6m 8h / 6m 1 EN
Carole Braudeau
  • Carole Braudeau
PREMIUM
CA CARREFOUR SA
GYC Grand City Prop... ... (+8)

Morning Crédit 14/05/2025

URW (journée investisseurs) : place à la croissance et à la rémunération des actionnaires|Atos dévoile des objectifs 2028 ambitieux dans le cadre de son Investor Day|

CA CARREFOUR SA
GYC GRAND CITY PROPERTIES SA
ALO ALSTOM SA
BAYN BAYER AG
BNR BRENNTAG SE
AT1 AROUNDTOWN SA
TEF TELEFONICA SA
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
8h / 21m 8h / 21m 1 FR
Ignacio Romero
  • Ignacio Romero
EUR 100.00
MERLIN MERLIN Properti...

MERLIN PROPERTIES: 1Q’25 RESULTS (ANÁLISIS BANCO SABADELL)

1Q'25 vs. 1Q'24 Results Gross Rental Revenues: € 132.5 M (+7% vs. +8% BS(e)); EBITDA: € 101.1 M (+11% vs. +5% BS(e)); FFO/sh.: € 0.15 (-2.6%).

MERLIN MERLIN PROPERTIES SOCIMI S.A.
9h / 8m 9h / 8m 1 EN
Stephane Beyazian
  • Stephane Beyazian
9h / 16m 9h / 16m 1 FR
Stephane Beyazian
  • Stephane Beyazian
9h / 16m 9h / 16m 1 EN
Luis Arredondo
  • Luis Arredondo
EUR 100.00
FER FERROVIAL S.A.

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

1Q'25 vs. 1Q'24 Results Sales: € 2.059 Bn (+9.6% vs. +4.2% BS(e) and +6.5% consensus); EBITDA: € 309.0 M (+21.7% vs. +14.4% BS(e) and +19.7% consensus); EBIT: € 199.0 M (+30.9% vs. +21.5% BS(e) and +32.9% consensus);

9h / 17m 9h / 17m 1 EN
Florent Laroche-Joubert
  • Florent Laroche-Joubert
MERLIN MERLIN PROPERTIES SOCIMI S.A.
9h / 52m 9h / 52m 1 FR
Jan Frederik Slijkerman ... (+5)
  • Jan Frederik Slijkerman
  • Jeroen van den Broek
  • Jesse Norcross
  • Nadège Tillier
  • Timothy Rahill
EUR 89.37
GYC Grand City Prop...
EOAN E.ON SE ... (+4)

Coffee, Croissants & Credit/E.ON, Verbund, Telefonica, Grand City and ...

Utilities - E.ON delivers strong 1Q25 results, already reflected in current spreads. Verbund: 1Q25 performance lower

GYC GRAND CITY PROPERTIES SA
EOAN E.ON SE
TEF TELEFONICA SA
MPTYY MERLIN PROPERTIES SOCIMI SA
10h / 3m 10h / 3m 1 EN
Florent Laroche-Joubert
  • Florent Laroche-Joubert
MERLIN MERLIN PROPERTIES SOCIMI S.A.
10h / 16m 10h / 16m 1 EN
Alvaro del Pozo
  • Alvaro del Pozo
EUR 100.00
TEF TELEFONICA SA

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

Rdos. 1T'25 vs 1T'24: Ventas: 9.221 M euros (-2,9% vs -4,8% BS(e) y -4,2% consenso); EBITDA: 3.014 M euros (-4,2% vs -4,2% BS(e) y -4,2% consenso); EBIT: 1.109 M euros (-1,7% vs -19,0% BS(e) y -18,9% consenso); BDI: -1.304,0 M euros (533,0 M euros en 1T'24 vs -1.349,0 M euros BS(e) y -1.319,0 M euros consenso).

10h / 23m 10h / 23m 1 ES
Ignacio Romero
  • Ignacio Romero
EUR 100.00
MERLIN MERLIN Properti...

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

Rdos. 1T'25 vs 1T'24: Ingresos brutos por rentas: 132,5 M euros (+7% vs +8% BS(e)); EBITDA: 101,1 M euros (+11% vs +5% BS(e)); FFO por acción: 0,15 euros (-2,6%).

MERLIN MERLIN PROPERTIES SOCIMI S.A.
11h / 2m 11h / 2m 1 ES
Luis Arredondo
  • Luis Arredondo
EUR 100.00
FER FERROVIAL S.A.

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

Rdos. 1T'25 vs 1T'24: Ventas: 2.059 M euros (+9,6% vs +4,2% BS(e) y +6,5% consenso); EBITDA: 309,0 M euros (+21,7% vs +14,4% BS(e) y +19,7% consenso); EBIT: 199,0 M euros (+30,9% vs +21,5% BS(e) y +32,9% consenso). Rdos. 1T’25 ligeramente por encima de consenso en operativo (EBITDA 309 M euros vs 291 M euros BS(e) y 304 M euros consenso; +22% vs 1T’24) y marcados por la sólida evolución de Autopistas (EBITDA 235 M euros vs 224 M euros BS(e) y 231 M consenso; +16% vs 1T’24) donde las Managed Lane...

11h / 11m 11h / 11m 1 ES
Research Department
  • Research Department
EUR 100.00
MERLIN MERLIN Properti...
FER FERROVIAL S.A. ... (+3)

IBERIAN DAILY 14 MAY (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: FERROVIAL, MERLIN PROPERTIES, TELEFÓNICA. The Ibex nearing 13,800 points Gains continued yesterday after the strong rises seen last Monday with positive surprises in macroeconomic data. In the STOXX 600, Retail and Autos were the best-performing sectors vs. Real Estate and Food that suffered the biggest losses. On the macro side, in the UK, March’s ILO unemployment rate rose to 4.5%, as expected. In Germany, April’s ZEW climbed more than expected whereas the current situation ind...

MERLIN MERLIN PROPERTIES SOCIMI S.A.
FER FERROVIAL S.A.
TEF TELEFONICA SA
11h / 54m 11h / 54m 1 EN
Research Department
  • Research Department
EUR 100.00
MERLIN MERLIN Properti...
FER FERROVIAL S.A. ... (+3)

INFORME DIARIO 14 MAYO + RDOS. EUROPA 1T’25. PREVIEWS (ANÁLISIS BANCO ...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: FERROVIAL, MERLIN PROPERTIES, TELEFÓNICA. 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 roza los 13.800 puntos Las bolsas alargaron ayer la racha alcista después de las fuertes subidas del lunes y con sorpresas positivas en los dato...

MERLIN MERLIN PROPERTIES SOCIMI S.A.
FER FERROVIAL S.A.
TEF TELEFONICA SA
11h / 55m 11h / 55m 1 ES
Jan Frederik Slijkerman ... (+5)
  • Jan Frederik Slijkerman
  • Jeroen van den Broek
  • Jesse Norcross
  • Nadège Tillier
  • Timothy Rahill
EUR 89.37
PROX Proximus SA de ...
TPS Orange Polska S... ... (+4)

Coffee, Croissants & Credit/Proximus, Orange, Telefonica

Proximus is confident it can weather Digi's competition and reports solid results. Orange could acquire remaining stake in MasOrange. Telefonica could sell is business in Chile

PROX PROXIMUS SA DE DROIT PUBLIC
TPS ORANGE POLSKA S.A.
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
05/12/25 May 12, 2025 1 EN
Florent Laroche-Joubert ... (+3)
  • Florent Laroche-Joubert
  • Roy Külter
  • Steven Boumans
LI KLEPIERRE SA
COV COVIVIO SA
GFC GECINA SA
NXI NEXITY SA CLASS A
FLY SOCIETE FONCIERE LYONNAISE SA
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
KOF KAUFMAN & BROAD SA
ALTA ALTAREA SCA
VNA VONOVIA SE
XIOR XIOR STUDENT HOUSING N.V.
ICAD ICADE SA
BYG BIG YELLOW GROUP PLC
COFB COFINIMMO SA
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
CPINV CARE PROPERTY INVEST SA
SAFE SAFESTORE HOLDINGS PLC
ARG ARGAN SA
VGP VGP NV
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
DKG DEUTSCHE KONSUM REIT-AG
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
CTPNV CTP NV
ONE ONE UNITED PROPERTIES SA
SHUR SHURGARD SELF STORAGE LIMITED
05/02/25 May 2, 2025 1 EN
Loading...
New interest

Save your current filters as a new Interest

Please enter a name for this interest
Save

Email alerts

Would you like to receive real-time email alerts when a new report is published under this interest?

Save This Search

These search results will show up under 'Saved searches' in the left panel

Please enter a name for this saved search
Save

ResearchPool Subscriptions

Get the most out of your insights

Get in touch