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Alfonso Mariategui
  • Alfonso Mariategui
Delphine Brault ... (+2)
  • Delphine Brault
  • Quentin Borie

Siemens AG : Q4 slightly better than expected, 2025 guidance in line a...

>Q4 2023-24: orders +10%, industrial profit 4% above forecasts - Q4 2023-24 orders are up 10% l-f-l (consensus at 1.2%) at € 22.9bn. The book-to-bill was 1.1. Sales were up 2% l-f-l to € 20.8bn (consensus at 1.4%) and industrial EBITA was € 3,120m, i.e. a margin of 15.5% (vs 14.9% anticipated by the consensus). Industrial profit was thus 4% above consensus expectations. Pre-PPA EPS was € 2.57 (consensus at € 2.49).By division, DI (digital industries) saw its orde...

Delphine Brault ... (+2)
  • Delphine Brault
  • Quentin Borie

Siemens AG : Un T4 légèrement meilleur qu’attendu, la guidance 2025, e...

>T4 2023/24 : commandes +10%, industrial profit 4% au-dessus des attentes - Les commandes T4 2023/24 progressent de 10% en comparable (consensus à 1.2%), à 22.9 Md€. Le book-to-bill atteint 1.1. Le chiffre d'affaires progresse de 2% en comparable à 20.8 Md€ (consensus à 1.4%) et l’EBITA industrial ajusté atteint 3 120 M€, soit une marge de 15.5% (vs 14.9% attendus par le consensus). L’industrial profit s’établit ainsi 4% au-dessus des attentes du consensus. Le BPA pre...

Stephane Beyazian
  • Stephane Beyazian

Deutsche Telekom : Q3 2024: Germany not much impacted by higher compet...

>Q3 2024: solid figures with adjusted EBITDAaL +6% y-o-y - Q3 2024 sales are up 4% like-for-like y-o-y to € 28,501m in line with consensus (ODDO BHF € 28,028m, consensus € 28,470m). Q3 2024 adjusted EBITDAaL is up 6% y-o-y to € 11,096m or 1% above consensus (ODDO BHF € 10,972m, consensus € 11,045m). FCFaL are up 28% year-to-date to € 15bn, helped by lower cash capex (-10% year-to-date).Deutsche Telekom is overall confirming guidance: (i) adjusted EBITDAaL of € 4...

Stephane Beyazian
  • Stephane Beyazian

Deutsche Telekom : Q3 2024: Germany not much impacted by higher compet...

>Q3 2024: solid figures with adjusted EBITDAaL +6% y-o-y - Q3 2024 sales are up 4% like-for-like y-o-y to € 28,501m in line with consensus (ODDO BHF € 28,028m, consensus € 28,470m). Q3 2024 adjusted EBITDAaL is up 6% y-o-y to € 11,096m or 1% above consensus (ODDO BHF € 10,972m, consensus € 11,045m). FCFaL are up 28% year-to-date to € 15bn, helped by lower cash capex (-10% year-to-date).Deutsche Telekom is overall confirming guidance: (i) adjusted EBITDAaL of € 4...

James Ratzer
  • James Ratzer

Deutsche Telekom (Buy, €36, +30%) Q3 24: Not yet benefitting from the...

After all the excitement of the CMD, we are back to business with a modest upgrade to DT’s ex-US EBITDA guidance, supported both by Germany and Europe.

Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri

ASML : 2030 guidance totally unchanged, not even a more precise one…

>ASML confirms its 2030 targets of € 44/60bn of revenues and a gross margin between 56% and 60% - ASML has just released a press release ahead of its CMD this afternoon (starting at 1 p.m. CET) and here are the key highlights: ASML confirms potential 2030 scenarios for annual revenue between approximately € 44bn and € 60bn, with a gross margin of between approximately 56% and 60%. The mid point of € 52bn is thus unchanged. Consensus for sales is still at around €...

Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri

ASML : 2030 guidance totally unchanged, not even a more precise one…

>ASML confirms its 2030 targets of € 44/60bn of revenues and a gross margin between 56% and 60% - ASML has just released a press release ahead of its CMD this afternoon (starting at 1 p.m. CET) and here are the key highlights: ASML confirms potential 2030 scenarios for annual revenue between approximately € 44bn and € 60bn, with a gross margin of between approximately 56% and 60%. The mid point of € 52bn is thus unchanged. Consensus for sales is still at around €...

Jan Frederik Slijkerman ... (+5)
  • Jan Frederik Slijkerman
  • Jeroen van den Broek
  • Jesse Norcross
  • Nadège Tillier
  • Timothy Rahill

Coffee, Croissants & Credit/E.ON, Hera, ASML, Deutsche Telekom, Teleco...

Utilities - E.ON: Indebtedness increases; bonds look too expensive. Hera posted robust 9M24 results

Alvaro del Pozo
  • Alvaro del Pozo

DEUTSCHE TELEKOM: RDOS. 3T’24 (ANÁLISIS BANCO SABADELL)

Rdos. 3T'24 vs 3T'23: Ventas: 28.501 M euros (+3,4% vs +3,7% BS(e) y +3,4% consenso); EBITDA: 11.096 M euros (+5,8% vs +5,5% BS(e) y +5,6% consenso); BDI: 2.335 M euros (+3,0% vs +5,3% BS(e) y +5,6% consenso). Rdos. 9meses'24 vs 9meses'23: Ventas: 84.837 M euros (+78,2% vs +78,3% BS(e) y +78,1% consenso); EBITDA: 32.388 M euros (+6,2% vs +6,1% BS(e) y +6,2% consenso); BDI: 7.050 M euros (+15,3% vs +16,2% BS(e) y +16,3% consenso).

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Agfa-Geveart: Material miss on Healthcare activities. ASML: Long-term guidance confirmed. CVC Capital Partners: Comfortably on track. DEME Group: Raises outlook, lowers capex guidance. Proximus: Pressure on CEO from another possible coalition party. SBM Offshore: Again delivering

Alfonso Mariategui
  • Alfonso Mariategui

SIEMENS: RDOS. 4T’24 (ANÁLISIS BANCO SABADELL)

Rdos. 4T'24 vs 4T'23: Ventas: 20.811 M euros (+0,9% vs +2,7% BS(e) y +0,8% consenso); EBITA industrial ajustado: 3.122 M euros (-7,2% vs -11,6% BS(e) y -10,7% consenso); BDI: 2.115 M euros (+11,2% vs +2,7% BS(e) y +3,3% consenso); Rdos. 2024 vs 2023: Ventas: 75.930 M euros (+1,4% vs +1,9% BS(e) y +1,3% consenso); EBITA industrial ajustado: 11.390 M euros (+0,7% vs -0,6% BS(e) y -0,4% consenso); BDI: 8.992 M euros (+5,4% vs +3,5% BS(e) y +3,6% consenso).

Guy Sips ... (+5)
  • Guy Sips
  • Hilde Van Boxstael
  • Lynn Hautekeete
  • Thibault Leneeuw
  • Wim Lewi
Research Department
  • Research Department

IBERIAN DAILY 14 NOVEMBER + 3Q’24 RESULTS. HIGHLIGHTS AND REST OF PREV...

NEWS SUMMARY: FERROVIAL, GRIFOLS, IBERDROLA. 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 3Q’24 results to be released over the coming days in Spain. US inflation continues to follow the script European stock markets ended with drops, although the US inflation data helped distance them from daily lows. In the STOXX 600 the best-performing sectors were Energy and Consumer Goo...

Research Department
  • Research Department

INFORME DIARIO 14 NOVIEMBRE + RDOS. ESPAÑA 3T’24. IDEAS DESTACADAS Y P...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: FERROVIAL, GRIFOLS, IBERDROLA. EUROPA: ASML, DEUTSCHE TELEKOM, PROSUS, 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. 3T’24 que se publicarán en España y Europa en los próximos días. La inflación estadounidense sigue el camino esperado Las bolsas europeas terminaron con caídas, aunque el dato de i...

 PRESS RELEASE

ASML provides updated view on market opportunities at 2024 Investor Da...

ASML provides updated view on market opportunities at 2024 Investor Day meeting ASML provides updated view on market opportunities at 2024 Investor Day meetingPositioned for significant growth in revenue and profitability in this decade VELDHOVEN, the Netherlands, November 14, 2024 – At its 2024 Investor Day today, ASML Holding N.V. (ASML) provides an update on its long-term strategy as well as global market and technology trends, confirming potential 2030 scenarios for annual revenue between approximately €44 billion and €60 billion with a gross margin of between approximately 56% a...

Alvaro del Pozo
  • Alvaro del Pozo

PROSUS: RDOS. 3T’24 DE TENCENT (ANÁLISIS BANCO SABADELL)

Tencent (c. 25% de PRX y 82% de nuestro P.O.) acaba de publicar Rdos. 3T’24 en línea en ventas

Research Department
  • Research Department

INFORME DIARIO 13 NOVIEMBRE + RDOS. ESPAÑA Y EUROPA 3T'24. IDEAS DESTA...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACS, AENA, CAF, GREENING, NEINOR HOMES, SACYR, SECTOR INMOBILIARIO - SOCIMI. EUROPA: ALLIANZ, PROSUS. 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. 3T’24 que se publicarán en España y Europa en los próximos días. Alemania celebrará elecciones en febrero El contagio desde Asia junto con el incremento en...

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