NEWS SUMMARY: GRIFOLS, INDRA. Anxious about D. Trump’s tariffs European stock markets fell significantly, awaiting the clarification of tariffs (D. Trump’s harder position with a generalised 20% vs. studying exemptions). Thus, in the STOXX 600, Energy waws the only sector ending in positive territory (Brent crude rose around +1.5% due to the possibility of tougher restrictions to Russian crude oil imports) whereas cyclical sectors such as Basic Resources and Travel&Leisure posted the biggest d...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: GRIFOLS, INDRA. Ansiedad por los aranceles de Trump Fuertes caídas en las bolsas europeas, a la espera de que se clarifique la situación arancelaria (posición más dura de D. Trump con 20% generalizado vs considerar exenciones). En el STOXX 600, sólo Energía consiguió librarse del castigo (el Brent subió c. +1,5% por la posibilidad de que se endurezcan las restricciones a la importación de crudo ruso) mientras que los cíclicos como R. Básicos y Viaj...
NEWS SUMMARY: IBERDROLA, INDRA. The Fed kept rates unchanged and Powell shows calm European stock markets ended with gains, although awaiting the Fed meeting and peace talks about the war in Ukraine. In the STOXX 600, Retail and Energy were the best-performing sectors whereas Telecoms and Chemicals were the worst performers. On the macro side, in the US, the Fed kept rates unchanged (moderating the balance sheet reduction from sovereign debt), cutting the 4Q’25 GDP forecast by 4 tenths to 1.7%...
COMPAÑÍAS QUE APARECEN EN EL INFORME:ESPAÑA: IBERDROLA, INDRA. EUROPA: ALLIANZ, AXA. La Fed mantiene los tipos y Powell se muestra tranquiloLos índices europeos lograron cerrar con ganancias, aunque pendientes de la Fed y de las conversaciones de paz sobre la guerra de Ucrania. En el STOXX 600, los mejores sectores fueron Retail y Energía mientras queTelecomunicaciones y Químicas mostraron el peor comportamiento del día. Por el lado macro en EE.UU., la Fed mantuvo los tipos inalterados (aunque ...
NEWS SUMMARY: FERROVIAL, INDRA. Trump continues with tariffs Stock markets fell, dragged down by new tariff threats from Donald Trump and the possible partial government shutdown. The IBEX was the only index in the euro zone to close with gains. In the STOXX 600, almost all the sectors ended in the red (14/20), led by Autos and Industrials, with Telecoms and Basic Materials being the best performers. On the macro side, in the euro zone January’s industrial output rose more than expected. In th...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: FERROVIAL, INDRA. EUROPA: BMW, KERING. Trump insiste con los aranceles Sesión de caídas en los mercados, arrastradas por nuevas amenazas de D. Trump en materia arancelaria y el posible cierre parcial del Gobierno. El Ibex fue el único índice de la Eurozona que cerró con ganancias. En el STOXX 600, casi todos los sectores terminaron con caídas (14/20) lideradas por Autos e Industriales frente al mejor comportamiento de Telecos y R. Básicos. Por el la...
Our two-day 9th virtual TMT Forum was attended by 32 listed companies and 292 investors. The trends in media seem to point to a correct start to the year. Telecom players are optimistic on the regulatory front (intra-market consolidation). Software & IT services and semis continue to see mixed trends, apart from in AI and some hopes that a few companies will benefit from the rise of defence spending. In terms of companies, the main positive messages came from Auto1, CMCOM, Indra, Infineon, Telec...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CAF, IBERDROLA, INDRA. EUROPA: ALLIANZ, BAYER 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. Las bolsas se mueven entre los aranceles y los planes fiscales Semana cargada de volatilidad tras el repunte histórico de la rentabilidad del bono ale...
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...
We are hosting our 9th ODDO BHF TMT Forum virtually on 6 and 7 March 2025. In total, 34 companies will be presenting during the forum. In the following note, we provide some initial feedback from companies on day 1. Out of the 21 feedbacks collected during the first day, 4 were clearly positive, and only 2 were negative. Among the positive names, we would particularly highlight Auto1, CMCOM, INDRA, KPN and Telecom Italia. Among the negative names, we would highlight Gamma and AT&S.
MADRID--(BUSINESS WIRE)-- Indra has been awarded a contract by Canada Department of National Defence (DND), valued at more than €13 million, to upgrade its entire ground-to-air communications system with the supply of approximately 600 state-of-the-art, scalable and flexible radios that are equipped with advanced technologies to guarantee the effectiveness of its air traffic and defence operations. This press release features multimedia. View the full release here: (Photo: Indra) Replacing the current equipment will benefit the pilots and different defence agents by providing them with greate...
4Q'24 vs. 4Q'23 Results Sales: € 1.443 Bn (+8.7% vs. +5.5% BS(e) and +6.0% consensus); EBIT: € 148.0 M (+24.5% vs. +13.5% BS(e) and +15.1% consensus); Net Profit: € 94.0 M (+57.7% vs. +47.0% BS(e) and +49.3% consensus); FY2024 vs. FY2023 Results Sales: € 4.843 Bn (+11.5% vs. +10.5% BS(e) and +10.7% consensus); EBIT: € 438.0 M (+26.2% vs. +22.5% BS(e) and +23.0% consensus); Net Profit: € 278.0 M (+35.1% vs. +32.0% BS(e) and +32.7% consensus);
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