reports
- Carole Braudeau
- Carole Braudeau
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Jesse Norcross
- Nadège Tillier
- Timothy Rahill
- Guy Sips
- Jacob Mekhael
- Thibault Leneeuw
- Thomas Vranken
- Wim Hoste
- Research Department
IBERIAN DAILY 25 FEBRUARY + 4Q’24 RESULTS. HIGHLIGHTS AND REST OF PREV...
NEWS SUMMARY: GREENING, ROVI, TALGO, 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. US drags down Europe Despite the positive initial reaction by European stock markets to the result of the German election, the session ended with losses in most indices, except for the DAX and IBEX, which managed to close i...
- Research Department
INFORME DIARIO 25 FEBRERO + RDOS. ESPAÑA Y EUROPA 4T’24. IDEAS DESTACA...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: GREENING, ROVI, TALGO, TELEFÓNICA. EUROPA: ASML. 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. EE.UU. arrastra a Europa Pese a la reacción positiva inicial de las bolsas europeas al resultado de las elecciones alemanas, la jornada fue de más ...
ASML reports transactions under its current share buyback program
ASML reports transactions under its current share buyback program ASML reports transactions under its current share buyback program VELDHOVEN, the Netherlands – ASML Holding N.V. (ASML) reports the following transactions, conducted under ASML's current share buyback program. DateTotal repurchased sharesWeighted average priceTotal repurchased value17-Feb-2589,290€725.89€64,814,74518-Feb-2589,696€722.60€64,814,50019-Feb-2590,675€714.80€64,814,21820-Feb-2590,498€716.20€64,814,49621-Feb-2591,095€711.50€64,814,229 ASML’s current share buyback program was announced on 10 November 2022, and detai...
- Pierre FerraguÊ
- Carole Braudeau
Credit Morning 02/19/2025
Tereos : 9M 24/25 results in line with expectations|Nexans: a very strong FY 2024, and a good performance expected in FY 2025.|KKR clashes with Fibercop management over a difference in EBTDA forecasts (FT)|SES : Moody’s revises the outlook to Negative from Stable, SES says FY24 results are better than expected|
- Carole Braudeau
Morning Crédit 19/02/2025
Tereos : Résultats 9M 24/25 conforme aux attentes|Nexans: a very strong FY 2024, and a good performance expected in FY 2025.|FiberCop : conflit entre KKR et le management concernant les prévisions d’EBITDA (FT)|SES : Moody’s révise la perspective de Stable à Négative, SES indique que les résultats 2024 devraient être meilleurs que prévu|
- Michael B. Schäfer
- Michael B. Schäfer
- Martin Marandon-Carlhian
- Stephane Houri
- Martin Marandon-Carlhian
- Stephane Houri
ASML reports transactions under its current share buyback program
ASML reports transactions under its current share buyback program ASML reports transactions under its current share buyback program VELDHOVEN, the Netherlands – ASML Holding N.V. (ASML) reports the following transactions, conducted under ASML's current share buyback program. DateTotal repurchased sharesWeighted average priceTotal repurchased value10-Feb-2590,797713.8464,814,66711-Feb-2589,734722.2964,814,41112-Feb-2590,383717.1164,814,19213-Feb-2589,036727.9664,814,33514-Feb-2587,862737.6964,814,523 ASML’s current share buyback program was announced on 10 November 2022, and details are ava...
- James Ratzer
Telefonica (Neutral, €4.8, +14%) Peru insolvency could be material fo...
We still await more details on any change of strategy from the new CEO, but the process of trying to “clean up” Telefonica Hispam seems to be accelerating and Telefonica has now announced that Peru will go into insolvency proceedings. In this note, we review what this means and show that the outcome could help Telefonica to hit their €3bn 2026 FCF guidance and drive a near-term uplift to consensus FCF numbers
- Research Department
IBERIAN DAILY 17 FEBRUARY + 4Q’24 RESULTS. PREVIEWS (ANÁLISIS BANCO SA...
NEWS SUMMARY: ELECTRICITY SECTOR, GRIFOLS, TALGO, 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. Peace expectations and tariffs marked last week’s performance European equity markets rose last week, fuelled by expectations of a peace agreement in Ukraine (with tough speeches from both the US vice-president...
- Research Department
INFORME DIARIO 17 FEBRERO + RDOS. ESPAÑA Y EUROPA 4T’24. IDEAS DESTACA...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: GRIFOLS, SECTOR ELÉCTRICO, TALGO, TELEFÓNICA. 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 expectativas de paz y los aranceles marcan la semana La renta variable europea avanzó en la semana impulsada por las expectativas de un acuerdo d...
- Research Department
INFORME DIARIO 12 FEBRERO + RDOS. ESPAÑA Y EUROPA 4T’24. IDEAS DESTACA...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: SANTANDER, TALGO, TELEFÓNICA. EUROPA: AHOLD DELHAIZE. 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 mercado sigue positivo En otra jornada sin grandes novedades macro ni nuevas sorpresas en materia arancelaria, la mayoría de índices europ...
- Research Department
IBERIAN DAILY 12 FEBRUARY + 4Q’24 RESULTS. PREVIEWS (ANÁLISIS BANCO SA...
NEWS SUMMARY: SANTANDER, TALGO, 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. The market remains positive In another session lacking big macro releases or tariff surprises, most European indices once again posted moderate gains, with the IBEX on the verge of 12,800 points. Thus, in the STOXX 600, most sec...
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