Viscofan : Q3 EBITDA broadly in line. FY 25 guidance narrowed on FX

Neinor Homes SA : Loading the balance sheet with more cash – cash capi...

VISCOFAN: 3Q’25 RESULTS AND T.P. CUT (ANÁLISIS BANCO SABADELL)

3Q'25 vs. 3Q'24 Results Sales: € 318.1 M (+4.3% vs. +2.6% BS(e) and +3.5% consensus); EBITDA: € 73.08 M (-2.3% vs. +5.9% BS(e) and +8.6% consensus); 9M'25 vs. 9M'24 Results Sales: € 936.86 M (+4.3% vs. +3.7% BS(e) and +4.0% consensus); EBITDA: € 218.24 M (+5.7% vs. +8.7% BS(e) and +9.7% consensus);

VISCOFAN: RDOS. 3T’25 Y CAMBIO DE P.O. A LA BAJA (ANÁLISIS BANCO SABAD...

Rdos. 3T'25 vs 3T'24: Ventas: 318,1 M euros (+4,3% vs +2,6% BS(e) y +3,5% consenso); EBITDA: 73,08 M euros (-2,3% vs +5,9% BS(e) y +8,6% consenso). Rdos. 9meses'25 vs 9meses'24: Ventas: 936,86 M euros (+4,3% vs +3,7% BS(e) y +4,0% consenso); EBITDA: 218,24 M euros (+5,7% vs +8,7% BS(e) y +9,7% consenso).

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 23 OCTOBER + 3Q’25 RESULTS. HIGHLIGHTS AND REST OF PREVI...

NEWS SUMMARY: BANKINTER, CAF, GREENING, INDRA, REDEIA. 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. Pause in market gains It was a transitional session on European stock markets, which closed with losses (except the IBEX, which was once again near record highs) after the meeting between Trump and Putin was cancelled...

INFORME DIARIO 23 OCTUBRE + RDOS. ESPAÑA Y EUROPA 3T’25. IDEAS DESTACA...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: BANKINTER, CAF, GREENING, INDRA, REDEIA. EUROPA: KERING, NOKIA, SAP. 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. Pausa en las subidas Jornada de transición en las bolsas europeas, que cerraron con pérdidas (a excepción del Ibex, que se ac...

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 10/21/2025

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 21/10/2025

Neinor Homes SA : Neinor receives shareholder approval to proceed with...

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...

INFORME DIARIO 16 OCTUBRE + RDOS. ESPAÑA Y EUROPA 3T’25. PREVIEWS (ANÁ...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: FERROVIAL, IBERDROLA, UNICAJA. EUROPA: PERNOD RICARD. 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. Saldo mixto antes de los resultados Fuerte dispersión en las bolsas europeas, mientras el CAC rebotó un +2,0%, el Ibex terminó plano y el DAX...

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 10/15/2025

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 15/10/2025

Viscofan : Hunterbrook report on Viscofan’s Danville plant

IBERIAN DAILY 15 OCTOBER (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: COLONIAL, ENAGÁS, VISCOFAN. All eyes on the trade front again European stock markets fell, dragged down by the trade war. Meanwhile, BoFA’s investors survey suggested underweighting of liquidity at highs from Dec’24 and the most bullish investor sentiment since Feb’25 although the bubble in AI shares is seen as the main risk for the first time. In the STOXX 600 Telecoms and Insurance were the best performers whereas cyclical sectors such as Basic Resources and Autos saw the bigge...