IBERIAN DAILY 12 AUGUST (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: ROVI, TALGO. A transition session awaiting the US inflation data It was a transition session with flat stock markets or with slight corrections and without practically any volume and macroeconomic references, awaiting the release of July’s inflation in the US today (main reference this week) amid some fears about a rise in inflation as tariffs are passed on to prices, which could delay the rate cuts expected in September in the US. Thus, in Europe in the STOXX 600 defensive sector...

INFORME DIARIO 12 AGOSTO (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ROVI, TALGO. Sesión de transición a la espera del dato de inflación americana Sesión de transición con bolsas planas o con ligeros retrocesos, sin apenas volumen negociado y sin referencias macro, a la espera de la publicación de la inflación de julio esta tarde en EE.UU. (principal referencia esta semana). Existe cierto temor a un repunte de inflación a medida que se empiezan a trasladar los aranceles a los precios finales, lo que podría volver a ...

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 07/25/2025

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 25/07/2025

Almirall SA : Q2 operating results in line. FY 25 guidance reiterated

ALMIRALL: 2Q’25 RESULTS (ANÁLISIS BANCO SABADELL)

2Q'25 vs. 2Q'24 Results Sales: € 275.9 M (+10.4% vs. +10.7% BS(e) and +9.3% consensus); EBITDA: € 50.9 M (-2.1% vs. +2.9% BS(e) and +1.2% consensus); EBIT: € 11.2 M (-35.6% vs. -5.2% BS(e) and -4.6% consensus); Net Profit: € 6.3 M (-21.3% vs. -3.7% BS(e) and -10.0% consensus); 1H'25 vs. 1H'24 Results Sales: € 560.5 M (+12.7% vs. +12.9% BS(e) and +12.2% consensus); EBITDA: € 121.8 M (+16.6% vs. +19.0% BS(e) and +18.2% consensus); EBIT: € 45.4 M (+26.5% vs. +41.2% BS(e) and +41.5% consensus); Net ...

ALMIRALL: RDOS. 2T’25 (ANÁLISIS BANCO SABADELL)

Rdos. 2T'25 vs 2T'24: Ventas: 275,9 M euros (+10,4% vs +10,7% BS(e) y +9,3% consenso); EBITDA: 50,9 M euros (-2,1% vs +2,9% BS(e) y +1,2% consenso); EBIT: 11,2 M euros (-35,6% vs -5,2% BS(e) y -4,6% consenso); BDI: 6,3 M euros (-21,3% vs -3,7% BS(e) y -10,0% consenso). Rdos. 1S'25 vs 1S'24: Ventas: 560,5 M euros (+12,7% vs +12,9% BS(e) y +12,2% consenso); EBITDA: 121,8 M euros (+16,6% vs +19,0% BS(e) y +18,2% consenso); EBIT: 45,4 M euros (+26,5% vs +41,2% BS(e) y +41,5% consenso); BDI: 28,4 M e...

IBERIAN DAILY 25 JULY + 2Q’25 RESULTS. HIGHLIGHTS AND REST OF PREVIEWS...

NEWS SUMMARY: ALMIRALL, COLONIAL, IBERDROLA, TALGO. 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 2Q’25 results to be released over the coming days in Spain. ECB keeps interest rates unchanged European stock markets saw a session that ended worse than it began, where the IBEX stood out with a gain of more than 1.5% to 14,250 points. Among the factors behind this performance w...

INFORME DIARIO 25 JULIO + RDOS. ESPAÑA Y EUROPA 2T’25. IDEAS DESTACADA...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ALMIRALL, COLONIAL, IBERDROLA, TALGO. EUROPA: ENI, LVMH, 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. 2T’25 que se publicarán en España y Europa en los próximos días. El BCE mantiene los tipos de interés Las bolsas europeas vivieron una sesión de más a menos, con el Ibex volviendo a sobresalir...

Laboratorios Rovi : Q2 earnings above. FY 2025 guidance maintained

ROVI: 2Q’25 RESULTS (ANÁLISIS BANCO SABADELL)

2Q'25 vs. 2Q'24 Results Sales: € 159.69 M (-10.4% vs. -9.1% BS(e) and -10.4% consensus); EBITDA: € 35.3 M (-19.8% vs. -21.6% BS(e) and -10.0% consensus); EBIT: € 27.95 M (-24.8% vs. -27.1% BS(e) and -32.2% consensus); Net Profit: € 21.6 M (-26.4% vs. -28.0% BS(e) and -34.2% consensus); 1H'25 vs. 1H'24 Results Sales: € 314.59 M (-4.5% vs. -3.8% BS(e) and -4.5% consensus); EBITDA: € 65.6 M (-6.2% vs. -7.3% BS(e) and 0.0% consensus); EBIT: € 50.95 M (-9.8% vs. -11.3% BS(e) and -14.7% consensus); Ne...

ROVI: RDOS. 2T’25 (ANÁLISIS BANCO SABADELL)

Rdos. 2T'25 vs 2T'24: Ventas: 159,69 M euros (-10,4% vs -9,1% BS(e) y -10,4% consenso); EBITDA: 35,3 M euros (-19,8% vs -21,6% BS(e) y -10,0% consenso); EBIT: 27,95 M euros (-24,8% vs -27,1% BS(e) y -32,2% consenso); BDI: 21,6 M euros (-26,4% vs -28,0% BS(e) y -34,2% consenso). Rdos. 1S'25 vs 1S'24: Ventas: 314,59 M euros (-4,5% vs -3,8% BS(e) y -4,5% consenso); EBITDA: 65,6 M euros (-6,2% vs -7,3% BS(e) y 0,0% consenso); EBIT: 50,95 M euros (-9,8% vs -11,3% BS(e) y -14,7% consenso); BDI: 39,7 M...

INFORME DIARIO 24 JULIO + RDOS. ESPAÑA Y EUROPA 2T’25. IDEAS DESTACADA...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACS, BANKINTER, CAF, COLONIAL, IBERDROLA, INDRA, REPSOL, ROVI, VIDRALA. EUROPA: BNP PARIBAS, DEUTSCHE TELEKOM, NOKIA, PERNOD RICARD, 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. 2T’25 que se publicarán en España y Europa en los próximos días. Mayores esperanzas en las negociaciones comerciales ...

IBERIAN DAILY 24 JULY + 2Q’25 RESULTS. HIGHLIGHTS AND REST OF PREVIEWS...

NEWS SUMMARY: ACS, AEDAS HOMES, BANKINTER, CAF, COLONIAL, IBERDROLA, INDRA, REPSOL, ROVI, VIDRALA. 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 2Q’25 results to be released over the coming days in Spain. Greater expectations in trade negotiations European stock exchanges recovered the ground lost the previous session, rallying around +1.0% after the trade agreement with Japa...

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 07/17/2025

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 17/07/2025

Laboratorios Rovi : Q2 2025 preview: Q1 trends endure. Recent € 36m gr...

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 07/10/2025

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 10/07/2025

Almirall SA : Q2 2025 earnings preview: slight sequential deterioratio...