Nokia 2Q25: Guide cut on FX & tariffs. Maintain Buy

Nokia preliminarily reported its 2Q25 results and updated its 2025 guide last night.

IBERDROLA: FIJACIÓN DEL PRECIO Y VOLUMEN DEFINITIVOS DEL AUMENTO DE CA...

IBE fija el precio de emisión de las acciones nuevas en 15,15 euros/acc (-4,68% sobre la cotización de ayer).

GLOBAL DOMINION: MENSAJES DE LA CONFERENCE CALL RDOS. 2T’25 (ANÁLISIS ...

De la conference call de Rdos. 2T’25 destacamos los siguientes mensajes:

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 07/23/2025

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 23/07/2025

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 07/23/2025

METROVACESA: MENSAJES DE LA CONFERENCE CALL RDOS. 1S’25 (ANÁLISIS BANC...

De la conference call de Rdos nos quedamos con tres mensajes que, aunque no son nuevos, si merecen ser destacados:  Fortaleza de los fundamentales del sector. La demanda sigue siendo superior a la oferta, los precios están subiendo,

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 23/07/2025

IBERDROLA: 1H’25 RESULTS AND CAPITAL INCREASE ANNOUNCED (ANÁLISIS BANC...

2Q'25 vs. 2Q'24 Results EBITDA: € 3.562 Bn (-5.2% vs. -5.8% BS(e) and -5.8% consensus); Net Profit: € 1.558 Bn (+13.3% vs. +4.7% BS(e) and +5.5% consensus); 1H'25 vs. 1H'24 Results EBITDA: € 8.286 Bn (+4.9% vs. +2.9% BS(e) and +2.9% consensus); Net Profit: € 3.562 Bn (+20.0% vs. +16.0% BS(e) and +12.5% consensus);

IBERDROLA: MENSAJES DE LA CONFERENCE CALL RDOS. 1S’25 (ANÁLISIS BANCO ...

De la conference call de Rdos. 1S’25 destacamos:  Ampliación de capital: IBE justifica la ampliación de capital en la necesidad de acelerar el crecimiento en redes en EE.UU. y R.Unido

Metrovacesa : H1 2025 – Full-year guidance confirmed supported by stil...

Metrovacesa : H1 2025 – Full-year guidance confirmed supported by stil...

GLOBAL DOMINION: 1H’25 RESULTS (ANÁLISIS BANCO SABADELL)

2Q'25 vs. 2Q'24 Results Sales: € 273.5 M (vs. € 271.4 M BS(e) and € 269.8 Mconsensus); EBITDA: € 37.9 M (vs. € 37.7 BS(e) and € 37.1 M consensus); EBIT: € 18.8 M (vs. € 20.9 M BS(e) and € 20.4 M consensus); Net Profit: € -4.1 M (€ -1.1 M BS(e) and € -0.1 M consensus); 1H'25 vs. 1H'24 Results Sales: € 537.6 M (-5.9% vs. -6.3% BS(e) and -6.6% consensus); EBITDA: € 73.8 M (+3.5% vs. +3.3% BS(e) and +2.4% consensus); EBIT: € 38.6 M (-4.9% vs. +0.3% BS(e) and -1.0% consensus); Net Profit: € 5.0 M (-6...

FCC : FCC mulls a further stake disposal in Environmental division (ac...

Iberdrola : H1 25 slightly above css, network investments to accelerat...

Iberdrola : H1 25 slightly above css, network investments to accelerat...

SAP : Another excellent quarter, but SAP merely confirmed its guidance

ENCE: 1H’25 RESULTS (ANÁLISIS BANCO SABADELL)

2Q'25 vs. 2Q'24 Results Sales: € 192.3 M (-21.4% vs. -21.9% BS(e) and -18.8% consensus); EBITDA: € 23.5 M (-64.1% vs. -63.2% BS(e) and -64.3% consensus); EBIT: € -1.5 M (€ 35.7 M in 1H'24 vs. € -1.9 M BS(e) and € -0.9 M consensus); Net Profit: € -9.3 M (€ 23.1 M in 1H'24 vs. € -8.5 M BS(e) and € -5.6 M consensus); 1H'25 vs. 1H'24 Results Sales: € 379.2 M (-15.5% vs. -15.7% BS(e) and -14.0% consensus); EBITDA: € 58.0 M (-42.5% vs. -41.9% BS(e) and -42.6% consensus); EBIT: € 10.0 M (-77.8% vs. -78...

IBERDROLA: RDOS. 1S’25 Y ANUNCIO DE AMPLIACIÓN DE CAPITAL (ANÁLISIS BA...

Rdos. reportados 2T'25 vs 2T'24: EBITDA: 3.562 M euros (-5,2% vs -5,8% BS(e) y -5,8% consenso); BDI: 1.558 M euros (+13,3% vs +4,7% BS(e) y +5,5% consenso); Rdos. reportados 1S'25 vs 1S'24: EBITDA: 8.286 M euros (+4,9% vs +2,9% BS(e) y +2,9% consenso); BDI: 3.562 M euros (+20,0% vs +16,0% BS(e) y +12,5% consenso); Los Rdos. 1S’25 reportados han estado algo por encima de consenso y BS, gracias al buen desempeño en el negocio de redes (one off en EE.UU. y buen comportamiento de R.Unido) que compe...

METROVACESA: 1H’25 RESULTS (ANÁLISIS BANCO SABADELL)

2Q'25 vs. 2Q'24 Results Sales: € 55.2 M (-41.9% vs. -18.8% BS(e)); 1H'25 vs. 1H'24 Results Sales: € 132.8 M (-43.5% vs. -34.2% BS(e)); EBITDA: € 5.4 M (-82.7% vs. -71.8% BS(e)); Net Profit: € -15.5 M (€ 3.8 M in 1H'24);