reports
- Pierre FerraguÊ
- Konrad Zomer
- Marc Lavaud
- Youssef Besbes
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
REL RELX PLC
BT.A BT GROUP PLC
KNEBV KONE OYJ CLASS B
RNO RENAULT SA
KPN ROYAL KPN NV
PUM PUMA SE
VOLV B VOLVO AB CLASS B
EO FAURECIA SA
DAI DAIMLER AG
ABB ABB LTD.
LONN LONZA GROUP AG
POM PLASTIC OMNIUM SE
GLE SOCIETE GENERALE S.A. CLASS A
NOKIA NOKIA OYJ
TYRES NOKIAN RENKAAT OYJ
WKL WOLTERS KLUWER NV
FR VALEO SE
SAN SANOFI
VOW3 VOLKSWAGEN AG PREF
SY1 SYMRISE AG
HM B H&M HENNES & MAURITZ AB CLASS B
CIE CIE AUTOMOTIVE S.A.
RACE FERRARI NV
ASML ASML HOLDING NV
PIRC PIRELLI & C. S.P.A.
VOD VODAFONE GROUP PLC
STM STMICROELECTRONICS NV
GEST GESTAMP AUTOMOCION S.A.
CPR DAVIDE CAMPARI-MILANO N.V.
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
STLA STELLANTIS N.V.
SHEL SHELL PLC
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
ALIV SDB AUTOLIV INC.
BRE BREMBO S.P.A.
- Konrad Zomer
- Marc Lavaud
- Youssef Besbes
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
REL RELX PLC
TKA THYSSENKRUPP AG
BT.A BT GROUP PLC
MT ARCELORMITTAL SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
KNEBV KONE OYJ CLASS B
RNO RENAULT SA
APAML APERAM SA
KPN ROYAL KPN NV
PUM PUMA SE
ROG ROCHE HOLDING LTD
VOLV B VOLVO AB CLASS B
OUT1V OUTOKUMPU OYJ
EO FAURECIA SA
SSAB A SSAB AB CLASS A
DAI DAIMLER AG
ABB ABB LTD.
LONN LONZA GROUP AG
POM PLASTIC OMNIUM SE
GLE SOCIETE GENERALE S.A. CLASS A
SZG SALZGITTER AG
NOKIA NOKIA OYJ
TYRES NOKIAN RENKAAT OYJ
WKL WOLTERS KLUWER NV
VOE VOESTALPINE AG
ACX ACERINOX SA
FR VALEO SE
SAN SANOFI
VOW3 VOLKSWAGEN AG PREF
ERA ERAMET SA
SY1 SYMRISE AG
NDA AURUBIS AG
HM B H&M HENNES & MAURITZ AB CLASS B
CIE CIE AUTOMOTIVE S.A.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
RACE FERRARI NV
RIO RIO TINTO PLC
BHP BHP GROUP LTD
ASML ASML HOLDING NV
PIRC PIRELLI & C. S.P.A.
VOD VODAFONE GROUP PLC
STM STMICROELECTRONICS NV
GEST GESTAMP AUTOMOCION S.A.
CPR DAVIDE CAMPARI-MILANO N.V.
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
STLA STELLANTIS N.V.
SHEL SHELL PLC
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
ALIV SDB AUTOLIV INC.
BRE BREMBO S.P.A.
- Martin Marandon-Carlhian
- Stephane Houri
- Martin Marandon-Carlhian
- Stephane Houri
- Julian Dobrovolschi
- Julian Dobrovolschi
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Jesse Norcross
- Nadège Tillier
- Timothy Rahill
- ING Helpdesk
- Alvaro del Pozo
ASML HOLDING NV: RDOS. 4T’24 (ANÁLISIS BANCO SABADELL)
Rdos. 4T'24 vs 4T'23: Ventas: 9.263 M euros (+28,0% vs +24,0% BS(e) y +24,8% consenso); EBIT: 3.355 M euros (+40,3% vs +27,6% BS(e) y +28,6% consenso); BDI: 2.693 M euros (+31,5% vs +27,3% BS(e) y +28,2% consenso). Rdos. 2024 vs 2023: Ventas: 28.263 M euros (+2,6% vs +1,5% BS(e) y +1,7% consenso); EBIT: 9.022 M euros (-0,2% vs -3,6% BS(e) y -3,3% consenso); BDI: 7.572 M euros (-3,4% vs -4,5% BS(e) y -4,3% consenso).
- Martin Marandon-Carlhian
- Stephane Houri
- Martin Marandon-Carlhian
- Stephane Houri
- Arancha Pineiro
LVMH: RDOS. 2024 (ANÁLISIS BANCO SABADELL)
Rdos. 4T'24 vs 4T'23: Ventas: 23.930 M euros (-0,1% vs -1,5% BS(e) y -2,1% consenso). Rdos. 2024 vs 2023: Ventas: 84.683 M euros (-1,7% vs -2,1% BS(e) y -2,3% consenso); EBIT: 19.571 M euros (-14,2% vs -10,4% BS(e) y -10,5% consenso); BDI: 12.550 M euros (-17,3% vs -8,7% BS(e) y -11,9% consenso).
- Guy Sips
- Thibault Leneeuw
- Thomas Couvreur
- Thomas Vranken
- Wim Hoste
- Thibault Leneeuw
ASML Higher IBM sales, lower costs, strong order intake
ASML's 4Q24 results exceed expectations. Order intake was € 7.1bn, twice the street's expectations of € 3.5bn. ASML reported €9.3bn in revenues for 4Q24, surpassing both guidance and expectations (KBCS & CSS: € 9.0bn) due to a strong performance of IBM. Higher IBM revenues combined with lower than expected costs, related to the sale of two high NA tools, resulted in better than expected margins. Consequently, EPS of € 6.85 exceeded the street's expectations of € 6.68 (KBCS: € 6.61). The outlook ...
- Pierre FerraguÊ
- Research Department
INFORME DIARIO 29 ENERO + RDOS. ESPAÑA Y EUROPA 4T’24. PREVIEWS (ANÁLI...
COMPAÑÍAS QUE APARECEN EN EL INFORME: EUROPA: ASML, LVMH. 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. Recuperación del mercado Rebote en Europa ayudado por la recuperación de las grandes empresas estadounidenses (las FANGS subían un +5,1% al cierre de Europa). En el STOXX 600 lideraron...
ASML reports €28.3 billion total net sales and €7.6 billion net income...
ASML reports €28.3 billion total net sales and €7.6 billion net income in 2024 ASML reports €28.3 billion total net sales and €7.6 billion net income in 2024 2025 total net sales expected to be between €30 billion and €35 billion VELDHOVEN, the Netherlands, January 29, 2025 – Today, ASML Holding NV (ASML) has published its 2024 fourth-quarter and full-year results. Q4 total net sales of €9.3 billion, gross margin of 51.7%, net income of €2.7 billionQuarterly net bookings in Q4 of €7.1 billion2 of which €3.0 billion is EUV2024 total net sales of €28.3 billion, gross margin of 51.3%, net ...
- Youssef Besbes
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
IDL ID LOGISTICS GROUP
EXE EXEL INDUSTRIES SA
SZG SALZGITTER AG
KCO KLOECKNER & CO SE
JCQ JACQUET METALS SA
ATE ALTEN SA
VOE VOESTALPINE AG
ELG ELMOS SEMICONDUCTOR SE
BOSS HUGO BOSS AG
ACX ACERINOX SA
TPE PVA TEPLA AG
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
COK CANCOM SE
WAF SILTRONIC AG
MELE MELEXIS NV
SMHN SUESS MICROTEC AG
VACN VAT GROUP AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ALFEN ALFEN NV
NSI NSI N.V.
ALKAL KALRAY SA
JEN JENOPTIK AG
ARM ARM HOLDINGS PLC
AMS AMS-OSRAM AG
ALHG LOUIS HACHETTE GROUP
- Youssef Besbes
TKA THYSSENKRUPP AG
WCH WACKER CHEMIE AG
MT ARCELORMITTAL SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
IDL ID LOGISTICS GROUP
EXE EXEL INDUSTRIES SA
SZG SALZGITTER AG
KCO KLOECKNER & CO SE
JCQ JACQUET METALS SA
ATE ALTEN SA
VOE VOESTALPINE AG
ELG ELMOS SEMICONDUCTOR SE
BOSS HUGO BOSS AG
ACX ACERINOX SA
TPE PVA TEPLA AG
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
COK CANCOM SE
WAF SILTRONIC AG
MELE MELEXIS NV
SMHN SUESS MICROTEC AG
VACN VAT GROUP AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ALFEN ALFEN NV
NSI NSI N.V.
ALKAL KALRAY SA
JEN JENOPTIK AG
ARM ARM HOLDINGS PLC
AMS AMS-OSRAM AG
ALHG LOUIS HACHETTE GROUP
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