reports
- Virginia Romero
- Research Department
IBERIAN DAILY 02 MAY + 1Q’25 RESULTS. HIGHLIGHTS AND REST OF PREVIEWS ...
NEWS SUMMARY: 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 1Q’25 results to be released over the coming days in Spain. Macroeconomic data drag down stock markets It was a session of corrections at both sides of the Atlantic, with the US dragged down by poor macroeconomic data (GDP, ADP, PMI) and Europe (particularly the Ibex) by the lack of positive surprises in the...
- Research Department
INFORME DIARIO 02 MAYO + RDOS. ESPAÑA Y EUROPA 1T’25. IDEAS DESTACADAS...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: REDEIA. EUROPA: AIRBUS, BASF, ING, SOCIÉTÉ GÉNÉRALE. 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. La macro desinfla las bolsas Jornada de caídas en Europa lastradas por los malos datos macro (PIB, ADP, PMI en EE.UU.) y en Europa (especialmen...
- Research Department
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 ...
- Research Department
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...
- Research Department
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...
- Research Department
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...
- Andres Bolumburu
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);
- Research Department
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 ...
- Research Department
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...
- Andres Bolumburu
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);
- Virginia Romero
- Virginia Romero
- Virginia Romero
- Research Department
INFORME DIARIO 26 FEBRERO + RDOS. ESPAÑA Y EUROPA 4T’24. IDEAS DESTACA...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AENA, GLOBAL DOMINION, EBRO FOODS, REDEIA. EUROPA: AB INBEV, DANONE, DEUTSCHE TELEKOM, LINDE, MUNICH RE. 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 continúa su racha alcista Nueva jornada de más a menos en las bolsas europeas, last...
- Research Department
IBERIAN DAILY 26 FEBRUARY + 4Q’24 RESULTS. HIGHLIGHTS AND REST OF PREV...
NEWS SUMMARY: AENA, CELLNEX, EBRO FOODS, GLOBAL DOMINION, 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 4Q’24 results to be released over the coming days in Spain. IBEX continues bullish streak It was another session that ended worse than it began for European stock markets, dragged down by the poor opening in the US in view of the doubts being generated by the deteri...
- Research Department
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...
- Research Department
IBERIAN DAILY 05 FEBRUARY + 4Q’24 RESULTS. PREVIEWS (ANÁLISIS BANCO SA...
NEWS SUMMARY: CAF, SANTANDER. 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. Tariffs set the pace European stock markets saw an increasing performance, with all eyes on tariffs, and with the Ibex leading gains after climbing 1.3%. Thus, in the STOXX 600, Autos and Technology led gains vs. Pharma and Financial Service...
- Andres Bolumburu
- Virginia Romero
- Research Department
IBERIAN DAILY 03 FEBRUARY + 4Q'24 RESULTS. PREVIEWS (ANÁLISIS BANCO SA...
NEWS SUMMARY: INDRA, NATURGY, OHLA, REDEIA, SANTANDER, 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 4Q’24 results to be released over the coming days in Spain. European stock markets recover from DeepSeek’s setback and end with gains Despite the initial corrections seen last Friday, European stock markets ended with gains last week, with the Ibex climbing >+3.0% abo...
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