reports
- Jerôme Bodin
- Jerôme Bodin
- Research Department
IBERIAN DAILY 04 JUNE (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: ACS, ELECTRICITY SECTOR, INDRA, SOLARIA. Sideways markets, awaiting news Except for the IBEX, which saw profit taking (-0.7%), European stock markets rose slightly awaiting progress in trade talks (Xi Jinping and D. Trump would talk next Friday). In the STOXX 600, the best-performing sectors were Energy (leader for the second straight day, with Brent rallying above US$ 65.80) and Technology, whereas Media and Basic Materials suffered the biggest losses. On the macro side, in the e...
- Anis Zgaya
- Philippe Ourpatian
- Anis Zgaya
- Philippe Ourpatian
- Research Department
INFORME DIARIO 04 JUNIO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACS, INDRA, SECTOR ELÉCTRICO, SOLARIA. EUROPA: CAMBIOS EURO STOXX 50. Mercados laterales a la espera de noticias A excepción del Ibex que recogió beneficios (-0,7%) se vieron tímidas subidas en Europa mientras se esperan avances en las negociaciones comerciales (Xi Jinping y D. Trump hablarían este viernes). En el STOXX 600 los mejores sectores fueron Energía (líder por segunda jornada consecutiva, el Brent recuperó los 65,8 d/b) y Tecnología, mient...
- Rafael Bonardell
- Rafael Bonardell
- Research Department
- Emira Sagaama
- Martin Marandon-Carlhian
- Sinan Doganli
- Thomas Zlowodzki
- Emira Sagaama
- Martin Marandon-Carlhian
- Sinan Doganli
- Thomas Zlowodzki
- Anis Zgaya
- Philippe Ourpatian
- Anis Zgaya
- Philippe Ourpatian
- Luis de Toledo Heras
BEKB BEKAERT SA
SOP SOPRA STERIA GROUP SA
EO FAURECIA SA
ZIL2 ELRINGKLINGER AG
NXI NEXITY SA CLASS A
ACX ACERINOX SA
FR VALEO SE
TUB TUBACEX S.A.
SOC SUBSEA 7 S.A.
SIX2 SIXT SE
VID VIDRALA SA
AIXA AIXTRON SE
VIS VISCOFAN S.A.
CIE CIE AUTOMOTIVE S.A.
KENDR KENDRION NV
BPOST BPOST SA
CON CONZZETA AG
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
ENC ENCE ENERGIA Y CELULOSA SA
COL INMOBILIARIA COLONIAL SOCIMI SA
CSM CORBION NV
MEL MELIA HOTELS INTERNATIONAL S.A.
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
SNG SOCIETATEA NATIONALA DE GAZE NATURALE ROMGAZ SA
CASH PROSEGUR CASH SA
BP. BP P.L.C.
DIGI DIGI COMMUNICATIONS NV
SMCP SMCP SA
SFG SPHERA FRANCHISE GROUP SA
GEST GESTAMP AUTOMOCION S.A.
EAT AMREST HOLDINGS SE
VK VALLOUREC SA
TCH TECHNICOLOR SA
TE TECHNIP ENERGIES NV
FUR FUGRO NV
SHUR SHURGARD SELF STORAGE LIMITED
ENER GRUPO ECOENER S.A.
PLNW PLANISWARE
VIRI VIRIDIEN
- Luis de Toledo Heras
BEKB BEKAERT SA
SOP SOPRA STERIA GROUP SA
EO FAURECIA SA
ZIL2 ELRINGKLINGER AG
NXI NEXITY SA CLASS A
ACX ACERINOX SA
FR VALEO SE
SOC SUBSEA 7 S.A.
SIX2 SIXT SE
VID VIDRALA SA
AIXA AIXTRON SE
VIS VISCOFAN S.A.
CIE CIE AUTOMOTIVE S.A.
KENDR KENDRION NV
BPOST BPOST SA
CON CONZZETA AG
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
ENC ENCE ENERGIA Y CELULOSA SA
COL INMOBILIARIA COLONIAL SOCIMI SA
CSM CORBION NV
MEL MELIA HOTELS INTERNATIONAL S.A.
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
SNG SOCIETATEA NATIONALA DE GAZE NATURALE ROMGAZ SA
CASH PROSEGUR CASH SA
BP. BP P.L.C.
DIGI DIGI COMMUNICATIONS NV
SMCP SMCP SA
GEST GESTAMP AUTOMOCION S.A.
VK VALLOUREC SA
TCH TECHNICOLOR SA
TE TECHNIP ENERGIES NV
FUR FUGRO NV
SHUR SHURGARD SELF STORAGE LIMITED
ENER GRUPO ECOENER S.A.
PLNW PLANISWARE
VIRI VIRIDIEN
- Anis Zgaya
- Philippe Ourpatian
- Rafael Bonardell
SOLARIA: 4Q’24 RESULTS (ANÁLISIS BANCO SABADELL)
4Q'24 vs. 4Q'23 Results Sales: € 82.03 M (+42.5% vs. +12.1% BS(e) and -2.4% consensus); EBITDA: € 69.68 M (+50.6% vs. +10.2% BS(e) and +4.0% consensus); FY2024 vs. FY2023 Results Sales: € 239.4 M (+4.1% vs. -3.5% BS(e) and -7.1% consensus); EBITDA: € 201.3 M (+0.7% vs. -8.6% BS(e) and -10.1% consensus);
- Anis Zgaya
- Philippe Ourpatian
- Rafael Bonardell
SOLARIA: RDOS. 4T’24 (ANÁLISIS BANCO SABADELL)
Rdos. 4T'24 vs 4T'23: Ventas: 82,03 M euros (+42,5% vs +12,1% BS(e) y -2,4% consenso); EBITDA: 69,68 M euros (+50,6% vs +10,2% BS(e) y +4,0% consenso). Rdos. 2024 vs 2023: Ventas: 239,4 M euros (+4,1% vs -3,5% BS(e) y -7,1% consenso); EBITDA: 201,3 M euros (+0,7% vs -8,6% BS(e) y -10,1% consenso).
- Julian Dobrovolschi
NDX1 NORDEX SE
IFX INFINEON TECHNOLOGIES AG
IPS IPSOS
SCHP SECHE ENVIRONNEMENT
LHA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
FP TOTAL SE
AC ACCOR SA
ENX EURONEXT NV
GET GETLINK SE
VIE VEOLIA ENVIRONNEMENT SA
FRA FRAPORT AG
EDEN EDENRED SA
IPN IPSEN SA
EQNR EQUINOR ASA
ELIOR ELIOR GROUP SA
DG VINCI SA
WCH WACKER CHEMIE AG
MT ARCELORMITTAL SA
GALP GALP ENERGIA SGPS SA CLASS B
BVI BUREAU VERITAS SA
BEKB BEKAERT SA
ADP AEROPORTS DE PARIS SA
NK IMERYS SA
DB1 DEUTSCHE BOERSE AG
BN DANONE SA
RNO RENAULT SA
G1A GEA GROUP AG
APAML APERAM SA
LI KLEPIERRE SA
COV COVIVIO SA
MTX MTU AERO ENGINES AG
ORA ORANGE SA
EO FAURECIA SA
VCT VICAT-CIMENTS VICAT SA
VAC PIERRE & VACANCES SA
HO THALES SA
GTT GAZTRANSPORT & TECHNIGAZ SA
NXI NEXITY SA CLASS A
FGR EIFFAGE SA
DAI DAIMLER AG
SBMO SBM OFFSHORE NV
MF WENDEL SE
EN BOUYGUES SA
CEN GROUPE CRIT SA
IDL ID LOGISTICS GROUP
GBF BILFINGER SE
SDG SYNERGIE SA
TFI TELEVISION FRANCAISE 1 SA
DBG DERICHEBOURG SA
KORI KORIAN SA
STF STEF
INF INFOTEL SA
AFX CARL ZEISS MEDITEC AG
SCR SCOR SE
RHM RHEINMETALL AG
DEC JCDECAUX SA
ITP INTERPARFUMS
ASY ASSYSTEM SA
BEN BENETEAU SA
BLC BASTIDE LE CONFORT MEDICAL SA
TEP TELEPERFORMANCE SE
SWP SWORD GROUP SE
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
PSM PROSIEBENSAT.1 MEDIA SE
COLR ETABLISSEMENTEN FRANZ COLRUYT N.V.
ITRK INTERTEK GROUP PLC
AUB AUBAY SA
VETO VETOQUINOL SA
MRN MERSEN SA
MTU MANITOU BF SA
FII LISI SA
LSS LECTRA SA
LNA LNA SANTE SA
KOF KAUFMAN & BROAD SA
JCQ JACQUET METALS SA
GOE GROUPE GORGE SA
GLO GL EVENTS SA
RF EURAZEO SA
CDA COMPAGNIE DES ALPES SA
HOT HOCHTIEF AG
ALTA ALTAREA SCA
VNA VONOVIA SE
ELG ELMOS SEMICONDUCTOR SE
RAND RANDSTAD NV
SDF K+S AG
ACX ACERINOX SA
EBRO EBRO FOODS SA
ZAL ZALANDO SE
TRI TRIGANO SA
A1XA4J CARBIOS SA
ENI ENI S.P.A.
BB SOCIETE BIC SA
ELE ENDESA S.A.
RWE RWE AG
SAF SAFRAN S.A.
HEI HEIDELBERGCEMENT AG
NEX NEXANS SA
ERA ERAMET SA
HEN3 HENKEL AG & CO. KGAA PREF
EZJ EASYJET PLC
QDT QUADIENT SA
ELIS ELIS SA
ICAD ICADE SA
IMPN IMPLENIA AG
REP REPSOL SA
FIE FIELMANN AG
DEZ DEUTZ AG
SOI SOITEC SA
COR CORTICEIRA AMORIM SGPS SA
SIX2 SIXT SE
AIXA AIXTRON SE
NDA AURUBIS AG
KRN KRONES AG
NEM NEMETSCHEK SE
ACKB ACKERMANS & VAN HAAREN NV
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
RAA RATIONAL AG
DOKA DORMAKABA HOLDING AG
DLG DE'LONGHI S.P.A.
SESL SES-IMAGOTAG SA
CIE CIE AUTOMOTIVE S.A.
AALB AALBERTS N.V.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
AMS AMADEUS IT GROUP SA CLASS A
EVK EVONIK INDUSTRIES AG
EDR EDREAMS ODIGEO SA
ONTEX ONTEX GROUP N.V.
WAF SILTRONIC AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
NVG NAVIGATOR COMPANY SA
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
IBE IBERDROLA SA
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
COL INMOBILIARIA COLONIAL SOCIMI SA
CSM CORBION NV
COFA COFACE SA
VLTSA VOLTALIA
SPIE SPIE SA
HBH HORNBACH HOLDING AG & CO. KGAA
MEL MELIA HOTELS INTERNATIONAL S.A.
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
IDR INDRA SISTEMAS S.A. CLASS A
AD KONINKLIJKE AHOLD DELHAIZE N.V.
FTG111 FLATEXDEGIRO AG
XFAB X-FAB SILICON FOUNDRIES SE
RUI RUBIS SCA
BP. BP P.L.C.
BIM BIOMERIEUX SA
DUE DURR AG
BFSA BEFESA SA
REY REPLY S.P.A.
TFF TFF GROUP
VOD VODAFONE GROUP PLC
VOS VOSSLOH AG
GEST GESTAMP AUTOMOCION S.A.
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
WOLF SOCIETE LDC SOCIETE ANONYME
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
RBO ROCHE BOBOIS INTERNATIONAL SAS
JEN JENOPTIK AG
WAVE WAVESTONE SA
KBX KNORR-BREMSE AG
THEP THERMADOR HOLDING SA
VRLA VERALLIA SAS
FDJ LA FRANCAISE DES JEUX SA
8TRA TRATON SE
HAG HENSOLDT AG
VK VALLOUREC SA
ALG ALLEGRO.EU SA
SFQ SAF-HOLLAND SE
BAR BARCO NV
FAST FASTNED
INPST INPOST S.A.
TE TECHNIP ENERGIES NV
FPE3 FUCHS PETROLUB SE
ALAFY AFYREN
AM DASSAULT AVIATION
OVH OVH GROUPE
ALLFG ALLFUNDS (UK) LTD
WAGA WAGA ENERGY SA
SPAC 468 SPAC I SE
CTPNV CTP NV
SHEL SHELL PLC
EAPI EUROAPI
DEME DEME GROUP NV
LHYFE LHYFE S.A.
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
STM STABILUS SE
IOS IONOS GROUP SE
TUI TUI AG
SHUR SHURGARD SELF STORAGE LIMITED
DSFIR KONINKLIJKE DSM N.V.
AF AIR FRANCE - KLM
SCHOTT PHARMA AG
R3NK RENK GROUP AG
SYENS SYENSQO
PLX PLUXEE NV
ORP ORPEA
PLNW PLANISWARE
EXENS EXOSENS
VIRI VIRIDIEN
SHA SCHAEFFLER AG
CAN CANAL+
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