IBERIAN DAILY 14 APRIL + 1Q’25 RESULTS. PREVIEWS (ANÁLISIS BANCO SABAD...

NEWS SUMMARY: CAF, TELEFÓNICA. 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 1Q’25 results to be released over the coming days in Spain. All eyes on US-China trade war It was a volatile week on stock markets, where the “tariff war” continues to be the main driver. After the US announced it was increasing tariffs on China to 145%, China responded on Friday with a new increase ...

INFORME DIARIO 14 ABRIL + RDOS. ESPAÑA Y EUROPA 1T’25. PREVIEWS (ANÁLI...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CAF, TELEFÓNICA. EUROPA: BNP PARIBAS. 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. Pendientes de la guerra comercial entre EE.UU. y China Semana de volatilidad en los activos de riesgo donde la guerra arancelaria sigue siendo el principal ca...

IBERIAN DAILY 10 MARCH (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: CAF, IBERDROLA, INDRA. Stock markets driven by tariffs and fiscal plans It was a highly volatile week following the historical rise in the German bond yield and fears of a downturn in the US, not only due to the macro data but also the impact from the tariff war. In the STOXX 600, the best-performing sectors were Chemicals and Construction, whereas Real Estate and Consumer Goods suffered the biggest drops. On the geopolitical front, Putin seems willing to sign a temporary ceasefi...

IBERIAN DAILY 06 MARCH (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: ALMIRALL, CAF. The higher spending underpins stock markets and drags down fixed income European stock markets rallied, fuelled by the stimulus plans in Germany and the possible peace in Ukraine. Thus, in the STOXX 600, construction (infrastructure plans in Germany and reconstruction of Ukraine) and Banks (thanks to higher rates) were the best-performing sectors whereas bond proxies such as Real Estate, Utilities and defensive industries such as Food and Household posted the bigg...

INFORME DIARIO 04 MARZO + RDOS. EUROPA 4T’24. PREVIEWS (ANÁLISIS BANCO...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CELLNEX, ENAGÁS, MELIÁ. EUROPA: SECTOR AUTO, 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. 4T’24 que se publicarán en España y Europa en los próximos días. El Ibex a un paso de los 13.400 puntos Las bolsas de Europa volvieron a acercarse a los máximos del año, a pesar de los numerosos frentes que ...

IBERIAN DAILY 04 MARCH (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: CELLNEX, ENAGÁS, MELIÁ. The Ibex near 13,400 points European stock markets traded near the highs hit in the last few days amid many concerns (tariffs to Canada and Mexico will come into force next Tuesday and the situation in Ukraine is uncertain given the commitment of the Trump administration). Thus, in the STOXX 600, Industrials (fuelled by defence companies) and Basic Resources were the best performers vs. Real Estate and Utilities that were the only sectors ending in negativ...

CAF: FY2024 RESULTS (ANÁLISIS BANCO SABADELL)

4Q'24 vs. 4Q'23 Results Sales: € 1.294 Bn (+18.7% vs. +16.6% BS(e) and +18.3% consensus); EBIT: € 79.0 M (+54.9% vs. +58.8% BS(e) and +47.1% consensus); Net Profit: € 42.0 M (+16.7% vs. +30.6% BS(e) and +25.0% consensus); FY2024 vs. FY2023 Results Sales: € 4.212 Bn (+10.1% vs. +9.5% BS(e) and +10.0% consensus); EBIT: € 216.0 M (+20.7% vs. +21.8% BS(e) and +18.4% consensus); Net Profit: € 103.0 M (+15.7% vs. +21.3% BS(e) and +19.1% consensus);

IBERIAN DAILY 27 FEBRUARY + 4Q’24 RESULTS. HIGHLIGHTS AND REST OF PREV...

NEWS SUMMARY: CAF, ENDESA, FCC, FERROVIAL, FLUIDRA, GRIFOLS, INDRA, TELEFÓNICA. 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 4Q’24 results to be released over the coming days in Spain. Results take centre stage The flood of business results boosted European stock markets, which rose more than +1.5% in a session full of macro data releases. In the STOXX 600, almost all the ...

INFORME DIARIO 27 FEBRERO + RDOS. ESPAÑA Y EUROPA 4T’24. IDEAS DESTACA...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CAF, ENDESA, FCC, FERROVIAL, FLUIDRA, GRIFOLS, INDRA, TELEFÓNICA. EUROPA: AXA, SECTOR AUTOS. 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. 4T’24 que se publicarán en España y Europa en los próximos días. Los Resultados toman el protagonismo El aluvión de Rdos. empresariales sentó muy bien a las bolsas eur...

CAF: RDOS. 2024 (ANÁLISIS BANCO SABADELL)

Rdos. 4T'24 vs 4T'23: Ventas: 1.294 M euros (+18,7% vs +16,6% BS(e) y +18,3% consenso); EBIT: 79,0 M euros (+54,9% vs +58,8% BS(e) y +47,1% consenso); BDI: 42,0 M euros (+16,7% vs +30,6% BS(e) y +25,0% consenso). Rdos. 2024 vs 2023: Ventas: 4.212 M euros (+10,1% vs +9,5% BS(e) y +10,0% consenso); EBIT: 216,0 M euros (+20,7% vs +21,8% BS(e) y +18,4% consenso);

Enagas SA: 1 director

A director at Enagas SA bought 12,396 shares at 12.110EUR and the significance rating of the trade was 65/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly sho...

ODDO BHF Small & MIDCAP MORNING NEWS – 02/19/2025

ODDO BHF Small & MIDCAP MORNING NEWS – 19/02/2025

Enagas : Strategic update reflects cash flow resilience

ENAGÁS: FY2024 RESULTS AND STRATEGIC PLAN UPDATE (ANÁLISIS BANCO SABAD...

4Q'24 vs. 4Q'23 Results EBITDA: € 187.0 M (-10.1% vs. -19.7% BS(e) and -18.8% consensus); Net Profit: € 76.5 M (-7.8% vs. -21.7% BS(e) and -27.7% consensus); FY2024 vs. FY2023 Results EBITDA: € 760.7 M (-2.5% vs. -5.1% BS(e) and -4.9% consensus); Net Profit: € 310.1 M (+3.2% vs. -1% BS(e) and -7% consensus);

ENAGÁS: RDOS. 2024 Y ACTUALIZACIÓN PLAN ESTRATÉGICO (ANÁLISIS BANCO SA...

Rdos. 4T'24 vs 4T'23: EBITDA: 187,0 M euros (-10,1% vs -19,7% BS(e) y -18,8% consenso); BDI: 76,5 M euros (-7,8% vs -21,7% BS(e) y -27,7% consenso); Rdos. 2024 vs 2023: EBITDA: 760,7 M euros (-2,5% vs -5,1% BS(e) y -4,9% consenso); BDI: 310,1 M euros (+3,2% vs -1% BS(e) y -7% consenso);

Coffee, Croissants & Credit/Enagas

Utilities: Enagas 2024 results: Lower debt helps the case

IBERIAN DAILY 18 FEBRUARY + 4Q’24 RESULTS. PREVIEWS (ANÁLISIS BANCO SA...

NEWS SUMMARY: ENAGÁS. 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 4Q’24 results to be released over the coming days in Spain. Stock markets at record highs European stock markets rallied, hitting new highs, driven by defence companies, in a session marked by the geopolitical news and amid talks to find an end to the war in Ukraine. In the STOXX 600, Industrials (underpinned...

INFORME DIARIO 18 FEBRERO + RDOS. ESPAÑA Y EUROPA 4T’24. IDEAS DESTACA...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ENAGÁS. EUROPA: AIRBUS, ENI, 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. 4T’24 que se publicarán en España y Europa en los próximos días. Bolsas en máximos históricos Subidas en las bolsas de Europa y Alemania, que marcaron nuevos máximos impulsadas por las empresas de defensa en una sesión d...

INFORME DIARIO 05 FEBRERO + RDOS. ESPAÑA Y EUROPA 4T’24. PREVIEWS (ANÁ...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CAF, SANTANDER. 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. 4T’24 que se publicarán en España y Europa en los próximos días. Los aranceles marcan la pauta Jornada de menos a más en las bolsas europeas, pendientes de los aranceles y con el Ibex liderando con avances del 1,3%. Así, en el STOXX 600 Autos y...