IBERIAN DAILY 19 DECEMBER (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: ELECTRICITY SECTOR, FLUIDRA, NATURGY, VIDRALA. The Ibex returns to 17,000 points Stock markets recovered at both sides of the Atlantic in a session marked by the ECB and BoE meetings and by the good US inflation data. In the STOXX 600, all sectors except Insurance, Pharma and Autos ended with gains, led by Retail and Industrials. The ECB kept rates unchanged, as expected, raising its GDP forecast for 2026 (1.2% vs. 1.0% prev.). The BoE cut rates by 25bps, as expected, to 3.75%, a ...

INFORME DIARIO 19 DICIEMBRE (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: FLUIDRA, NATURGY, SECTOR ELÉCTRICO, VIDRALA. EUROPA: KERING. El Ibex recupera los 17.000 puntos Recuperaron el buen tono las bolsas a ambos lados del Atlántico en una jornada marcada por las reuniones del BCE y BoE y el buen dato de inflación en EE.UU. En el STOXX 600, todos los sectores menos Seguros, Farma y Autos terminaron con ganancias, liderados por Retail e Industriales. El BCE mantuvo los tipos de interés inalterados como esperado y mejoró l...

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: VodafoneZiggo, Fedrigoni, Solenis, Standard Profil, Ardagh

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 12/12/2025

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 12/12/2025

IBERIAN DAILY 12 DECEMBER (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: CELLNEX, FERROVIAL, GRUPO SANJOSE, REPSOL, TELEFÓNICA, VIDRALA. The Ibex near 17,000 points European stock markets climbed near 1% yesterday after the Fed’s rate cut and despite doubts surrounding the technology sector after the poor reception of Oracle’s results. In the STOXX 600, Construction (that rallied after being the worst-performing sector last Wednesday) and Leisure, closely followed by Banks led the gains whereas Utilities and Energy were almost the only sectors ending w...

INFORME DIARIO 12 DICIEMBRE (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CELLNEX, FERROVIAL, GRUPO SANJOSE, REPSOL, TELEFÓNICA, VIDRALA. EUROPA: BNP PARIBAS. El Ibex enfila los 17.000 puntos Las bolsas europeas avanzaron ayer cerca de un 1% tras la bajada de tipos por parte de la Fed y pese a las dudas en las tecnológicas tras la mala acogida de los resultados de Oracle. En el STOXX 600, los mejores sectores fueron Construcción (rebotó tras ser el miércoles el peor sector) y Ocio seguido de cerca por los Bancos mientras...

Vidrala : Chilean acquisition to accelerate top-line growth

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Atalian, Loxam, Progroup, PureGym, CBR Fashion, United Group, TeamSystem, CABB, Travelodge, Zegona, Tele Columbus, Ardagh, Guala Closures, Cirsa, Bertrand Franchise, Canpack, Odigeo, Vallourec, La Doria, Centrient, Paprec Group, Flos B&B Italia, Boparan, Itelyum Group

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Guala Closures, CeramTec, Arrow Global, Tele Columbus, Salt, Altice France (SFR), Infopro Digital, Nimlas, Almaviva, Cirsa, CABB, Ardagh, Canpack, Paprec Group, IRCA Group, Tullow Oil, Tereos, Oriflame

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Modulaire, Aggreko, Stada, Eircom, ASK Chemicals, Ardagh Metal Beverage Packaging, Ardagh, Asmodee, Odfjell Drilling, Oriflame, Motel One, Alain Afflelou, Bertrand Franchise, Trivium, Novelis

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Vallourec, Rekeep, Advanz Pharma, Kelvion (formerly Galapagos Holding), Recordati, Lecta, Clarios, Ardagh, Crown Holdings, TUI, David Lloyd Leisure, Centrient, Azelis

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: TalkTalk, Telecom Italia, Ardagh, Encore Capital (formerly Cabot), Adler Pelzer, Air Baltic, Borr Drilling, Klockner Pentaplast, Teva, Picard

Europe HY Trade Book - Forest & Paper Products, Containers & Packaging...

The Europe HY Trade Book - Forest & Paper Products And Containers & Packaging includes current trade recommendations drawn from our coverage universe, along with relative-value scatter plots and peer tables.

VIDRALA: 9M’25 RESULTS (ANÁLISIS BANCO SABADELL)

3Q'25 vs. 3Q'24 Results Sales: € 374.3 M (-3.0% vs. -3.7% BS(e) and -3.0% consensus); EBITDA: € 112.8 M (+0.1% vs. -3.6% BS(e) and -3.3% consensus); Net Profit: € 57.4 M; 9M'25 vs. 9M'24 Results Sales: € 1.124 Bn (-7.6% vs. -7.8% BS(e) and -7.5% consensus); EBITDA: € 328.9 M (-2.6% vs. -3.8% BS(e) and -3.7% consensus); Net Profit: € 165.2 M;

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 10/29/2025

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 29/10/2025

Vidrala : Operating results in line, continued weakness in revenues

VIDRALA: RDOS. 9MESES’25 (ANÁLISIS BANCO SABADELL)

Rdos. 3T'25 vs 3T'24: Ventas: 374,3 M euros (-3,0% vs -3,7% BS(e) y -3,0% consenso); EBITDA: 112,8 M euros (+0,1% vs -3,6% BS(e) y -3,3% consenso); BDI: 57,4 M euros. Rdos. 9meses'25 vs 9meses'24: Ventas: 1.124 M euros (-7,6% vs -7,8% BS(e) y -7,5% consenso); EBITDA: 328,9 M euros (-2,6% vs -3,8% BS(e) y -3,7% consenso); BDI: 165,2 M euros.

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Liberty Global, Banijay, evoke, CEMEX, Ardagh, Nomad Foods (Iglo), Versuni, Boparan, Ontex, Intrum, International Personal Finance, Ineos, Nissan Motor