reports
- Research Department
IBERIAN DAILY 14 NOVEMBER + 3Q’24 RESULTS. HIGHLIGHTS AND REST OF PREV...
NEWS SUMMARY: FERROVIAL, GRIFOLS, 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’24 results to be released over the coming days in Spain. US inflation continues to follow the script European stock markets ended with drops, although the US inflation data helped distance them from daily lows. In the STOXX 600 the best-performing sectors were Energy and Consumer Goo...
- Research Department
INFORME DIARIO 14 NOVIEMBRE + RDOS. ESPAÑA 3T’24. IDEAS DESTACADAS Y P...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: FERROVIAL, GRIFOLS, IBERDROLA. EUROPA: ASML, DEUTSCHE TELEKOM, PROSUS, 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. 3T’24 que se publicarán en España y Europa en los próximos días. La inflación estadounidense sigue el camino esperado Las bolsas europeas terminaron con caídas, aunque el dato de i...
- Christophe-Raphaël Ganet
- Fehmi Ben Naamane
- Marc Lavaud
TEMN TEMENOS AG
ZIL2 ELRINGKLINGER AG
UTDI UNITED INTERNET AG
ELG ELMOS SEMICONDUCTOR SE
BOSS HUGO BOSS AG
TPE PVA TEPLA AG
ERA ERAMET SA
SIX2 SIXT SE
COK CANCOM SE
KENDR KENDRION NV
TWEKA TKH GROUP N.V. CERT
NHH NH HOTEL GROUP SA
ALM ALMIRALL SA
JUN3 JUNGHEINRICH AG PREF
JEN JENOPTIK AG
SFQ SAF-HOLLAND SE
RWI RENEWI PLC
FORSE FORSEE POWER SA
- Christophe-Raphaël Ganet
- Fehmi Ben Naamane
- Marc Lavaud
TEMN TEMENOS AG
ZIL2 ELRINGKLINGER AG
UTDI UNITED INTERNET AG
ELG ELMOS SEMICONDUCTOR SE
BOSS HUGO BOSS AG
TPE PVA TEPLA AG
ERA ERAMET SA
SIX2 SIXT SE
COK CANCOM SE
KENDR KENDRION NV
TWEKA TKH GROUP N.V. CERT
NHH NH HOTEL GROUP SA
ALM ALMIRALL SA
JUN3 JUNGHEINRICH AG PREF
JEN JENOPTIK AG
SFQ SAF-HOLLAND SE
RWI RENEWI PLC
FORSE FORSEE POWER SA
- Juan Ros-Padilla
Almirall SA : Q3 results in line. FY 2024 guidance reiterated. Uninspi...
>Sales gain some momentum, but margins deteriorate on launch costs - Sales reached € 231m (+10% y-o-y vs +7% in Q2 2024 and +7% in Q1 2024), broadly in line with our estimates and the consensus. As regards its recent product launches: Ilumetri posted strong double-digit growth, even slightly accelerating q-o-q, despite facing a hard comp (+24% in Q3 vs +22% in Q2 2024 and +36% in Q3 2023), Ebglyss’ contribution to sales was € 10m equating to a +178% q-o-q growth. The ...
- Andres Bolumburu
- James Ratzer
- Luis Arredondo
- Julian Dobrovolschi
ENX EURONEXT NV
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
MUV2 MUNICH REINSURANCE COMPANY
RHM RHEINMETALL AG
KBC KBC GROUP N.V.
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
G ASSICURAZIONI GENERALI S.P.A.
01913 PRADA S.P.A.
MONC MONCLER SPA
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
CLNX CELLNEX TELECOM S.A.
MRNA MODERNA INC.
- Carole Braudeau
- Carole Braudeau
- Julian Dobrovolschi
ENX EURONEXT NV
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
MUV2 MUNICH REINSURANCE COMPANY
RHM RHEINMETALL AG
KBC KBC GROUP N.V.
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
G ASSICURAZIONI GENERALI S.P.A.
01913 PRADA S.P.A.
MONC MONCLER SPA
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
CLNX CELLNEX TELECOM S.A.
MRNA MODERNA INC.
- Ana Arjona-Martinez
Cellnex : Results completely in line; short and mid-term guidance reit...
>EBITDAaL just 0.7% and 0.9% above our estimates and the consensus - Cellnex’s Q3 2024 results were in line with our estimates and with the consensus at the operating level: revenues at € 982m (€ 987m ODDO BHF and € 982m css), with a slightly weaker performance from DAS and Services compensated by a better performance in France (probably partially impacted by the timing of the disposal of remedies within the quarter). An in-line performance in both opex and lease lia...
- Andres Bolumburu
CELLNEX: 9M’24 RESULTS (ANÁLISIS BANCO SABADELL)
3Q'24 vs. 3Q'23 Results Sales: € 982.0 M (-2.5% vs. -2.8% BS(e) and -2.5% consensus); EBITDA: € 809.0 M (+6.7% vs. +6.2% BS(e) and +6.3% consensus); 9M'24 vs. 9M'23 Results Sales: € 2.903 Bn (-3.5% vs. -3.6% BS(e) and -3.5% consensus); EBITDA: € 2.387 Bn (+6.2% vs. +6.0% BS(e) and +6.0% consensus); Net Profit: € -140.0 M (€ -198.0 M in 9M'23);
- Luis Arredondo
ALMIRALL: 3Q’24 RESULTS (ANÁLISIS BANCO SABADELL)
3Q'24 vs. 3Q'23 Results Sales: € 230.4 M (+10.5% vs. +10.3% BS(e) and +10.3% consensus); EBITDA: € 37.7 M (+1.9% vs. +1.6% BS(e) and +2.2% consensus); EBIT: € 2.6 M (-56% vs. -56% BS(e) and -31% consensus); Net Profit: € -5.5 M (vs. € 0 M BS(e) and € 0 M consensus); 9M'24 vs. 9M'23 Results Sales: € 727.6 M (+7.9% vs. +7.8% BS(e) and +7.8% consensus); EBITDA: € 142.2 M (+2.8% vs. +2.7% BS(e) and +3.0% consensus); EBIT: € 38.5 M (-13.3% vs. -13.3% BS(e) and -9.9% consensus); Net Profit: € 9.9 M (-...
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Jesse Norcross
- Nadège Tillier
- Timothy Rahill
- Luis Arredondo
ALMIRALL: RDOS. 3T’24 (ANÁLISIS BANCO SABADELL)
Rdos. 3T'24 vs 3T'23: Ventas: 230,4 M euros (+10,5% vs +10,3% BS(e) y +10,3% consenso); EBITDA: 37,7 M euros (+1,9% vs 1,6% BS(e) y +2,2% consenso); EBIT: 2,6 M euros (-56% vs -56% BS(e) y -31% consenso); BDI: -5,5 M euros (vs 0 M euros BS(e) y 0 M euros consenso); Rdos. 9meses'24 vs 9meses'23: Ventas: 727,6 M euros (+7,9% vs +7,8% BS(e) y +7,8% consenso); EBITDA: 142,2 M euros (+2,8% vs +2,7% BS(e) y +3,0% consenso); EBIT: 38,5 M euros (-13,3% vs -13,3% BS(e) y -9,9% consenso); BDI: 9,9 M euros...
- Andres Bolumburu
CELLNEX: RDOS. 9MESES’24 (ANÁLISIS BANCO SABADELL)
Rdos. 3T'24 vs 3T'23: Ventas: 982,0 M euros (-2,5% vs -2,8% BS(e) y -2,5% consenso); EBITDA: 809,0 M euros (+6,7% vs +6,2% BS(e) y +6,3% consenso). Rdos. 9meses'24 vs 9meses'23: Ventas: 2.903 M euros (7% vs 7% BS(e) y -3,5% consenso); EBITDA: 2.387 M euros (+6,2% vs +6,0% BS(e) y +6,0% consenso); BDI: -140,0 M euros (-198,0 M euros en 9meses'23).
Almirall’s Nine-Month 2024 Results: Almirall Reports Strong Performanc...
BARCELONA, Spain--(BUSINESS WIRE)-- , a global biopharmaceutical company based in Barcelona, today announced its year to date financial results at the third quarter of 2024. Almirall continued to deliver strong sales growth in the first nine months of 2024 which were driven by the dermatology business, and especially the biologics portfolio in Europe. Net Sales increased by 7.9% YoY to a total of €727.6 MM, EBITDA was €142.2 MM (increase of 2.9% YoY) driven by higher sales growth, with a gross margin of 64,8%. Dermatology sales in Europe increased by 21.9% to a total of €355.2 MM. Almirall re-...
- Research Department
INFORME DIARIO 11 NOVIEMBRE + RDOS. ESPAÑA Y EUROPA 3T’24. IDEAS DESTA...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ALMIRALL, CELLNEX, GRIFOLS, GRUPO SAN JOSE. 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’24 que se publicarán en España y Europa en los próximos días. Trump lleva a los índices americanos a nuevos máximos históricos Semana marcada por las elecciones en EE.UU., las reuniones sin sorpresas de la Fed ...
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