reports
- Luis Arredondo
OHLA: 3Q’24 RESULTS (ANÁLISIS BANCO SABADELL)
3Q'24 vs. 3Q'23 Results Sales: € 928.7 M (+10.1% vs. +13.9% BS(e)); EBITDA: € 29.4 M (-12.0% vs. +7.8% BS(e)); EBIT: € 14.1 M (-36.2% vs. -23.0% BS(e)); Net Profit: € -24.1 M (€ -13.24 M BS(e)); 9M'24 vs. 9M'23 Results Sales: € 2.65 Bn (+17.4% vs. +18.9% BS(e)); EBITDA: € 86.9 M (+3.2% vs. +11.1% BS(e)); EBIT: € 33.4 M (-7.5% vs. +0.6% BS(e)); Net Profit: € -58.3 M (€ 14.2 M in 9M'23 vs. € -47.44 M BS(e));
- Luis Arredondo
OHLA: RDOS. 3T’24 (ANÁLISIS BANCO SABADELL)
Rdos. 3T'24 vs 3T'23: Ventas: 928,7 M euros (+10,1% vs +13,9% BS(e)); EBITDA: 29,4 M euros (-12,0% vs +7,8% BS(e)); EBIT: 14,1 M euros (-36,2% vs -23,0% BS(e)); BDI: -24,1 M euros (vs -13,24 M euros BS(e)). Rdos. 9meses'24 vs 9meses'23: Ventas: 2.650 M euros (+17,4% vs +18,9% BS(e)); EBITDA: 86,9 M euros (+3,2% vs +11,1% BS(e)); EBIT: 33,4 M euros (-7,5% vs +0,6% BS(e)); BDI: -58,3 M euros (-14,2 M euros en 9meses'23 vs -47,44 M euros BS(e).
- Research Department
IBERIAN DAILY 28 NOVEMBER (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: GRIFOLS, OHLA, REIT SECTOR, TALGO, TELEFÓNICA. Europe falling once again, with the IBEX back below 11,600 European stock markets fell after the news of the Trump administration’s tariff plans and the political and fiscal uncertainty in France. In the STOXX 600, the best-performing sectors were Real Estate and Household Goods, while Technology and Construction suffered the biggest losses. On the macro side, from the ECB, I. Schnabel pushed to ease monetary policy gradually and come...
- Research Department
INFORME DIARIO 28 NOVIEMBRE (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: GRIFOLS, OHLA, SOCIMIS, TALGO, TELEFÓNICA. De nuevo Europa a la baja y el Ibex pierde los 11.600 puntos Caídas en los mercados europeos con la resaca de los planes arancelarios de la administración Trump y la incertidumbre política y fiscal de Francia. En el STOXX 600, los mejores sectores fueron Inmobiliario y Hogar mientras que Tecnología y Construcción sufrieron las mayores correcciones. Por el lado macro, desde el BCE, I. Schnabel abogó por rela...
- Carole Braudeau
- Carole Braudeau
- Damien Choplain
- Martial Descoutures
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 11/05/2024
European equity markets weakened in October following multiple disappointments across the earnings season. The impending US election, the outcome of which is highly uncertain according to the polls, may also have prompted some traders to adopt a cautious stance. Sovereign long rates rose sharply, particularly in the US, on the back of macro indicators likely to provide arguments to the most hawkish of central bankers. All eyes are now on the November 5 elections and their repercussion...
- Damien Choplain
- Martial Descoutures
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 05/11/2024
Les marchés actions européens ont fléchi en octobre après les nombreuses déceptions sur la saison des résultats. L’approche de l’élection US, très incertaine selon les sondages, pourrait également avoir poussé à la prudence certains opérateurs. Les taux longs souverains ont nettement remonté, en particulier aux Etats-Unis, sur la base d’indicateurs macro susceptibles de donner des arguments aux plus faucons des banquiers centraux. Tous les yeux sont désormais rivés sur le scrutin du 5...
- Benoit Valleaux
- Steven Gould
BBVA : Q3 2024 in keeping with 2024 guidance
>Outperform rating maintained – target price reduced to € 13.0 (vs € 13.6) - BBVA’s performance in Q3/9M 2024 remains solid (operationally/balance sheet-wise) and lends weight to the 2024 guidance. We have raised our 2024-2026 net income forecasts by 2% on average given more favourable prospects on revenues (NII, commissions) and despite a slightly more conservative stance on the CoR. We maintain our Outperform rating on the stock in light of the bank’s solid prospect...
- Research Department
IBERIAN DAILY 05 NOVEMBER + 3Q’24 RESULTS. HIGHLIGHTS AND REST OF PREV...
NEWS SUMMARY: FLUIDRA, OHLA. 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. Calm ahead of the elections It was a calm session with moderate corrections in Europe ahead of the US elections (with a tight race) and the Fed meeting to be held next Thursday. In the STOXX 600, Banks and Energy saw the biggest gains vs. Tech...
- Research Department
INFORME DIARIO 05 NOVIEMBRE + RDOS. ESPAÑA Y EUROPA 3T’24. IDEAS DESTA...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: FLUIDRA, NATURGY, OHLA. EUROPA: DHL GROUP. 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. Calma antes de las elecciones Sesión de poco movimiento y cautela con caídas moderadas en Europa en la jornada previa a las elecciones en Estados Unidos...
- Benoit Valleaux
- Steven Gould
BBVA : Un T3 2024 en phase avec les guidances annuelles
>Opinion Surperformance maintenue. OC ramené à 13.0 € (vs 13.6 €) - La performance opérationnelle de BBVA au T3/9M 2024 reste solide (opérationnel/bilanciel), et conforte les guidances 2024. Nous rehaussons nos anticipations de RN 2024-26e de 2% en moyenne notamment en raison des perspectives plus favorables sur les revenus (NII, commissions) et malgré une approche un peu plus conservatrice sur le coût du risque. Nous maintenons notre opinion Surperformance sur le tit...
- Luis Arredondo
- Carole Braudeau
- Carole Braudeau
- Research Department
IBERIAN DAILY 16 OCTOBER + 3Q’24 RESULTS. PREVIEWS (ANÁLISIS BANCO SAB...
NEWS SUMMARY: BANKING/ENERGY SECTOR, OHLA, TALGO. The Ibex continues to lead Europe, far from the Euro STOXX corrections European markets saw a decreasing performance, led by the sharp drop in oil prices and ASML’s disappointing 3Q results. The Ibex stood out once more, ending near 12,000 points. In the STOXX 600, Telecoms and Media were the best-performing sectors vs. the drops of Technology and Energy. On the macro side, in the euro zone, August’s industrial output climbed unexpectedly. In Ge...
- Research Department
INFORME DIARIO 16 0CTUBRE + RDOS. ESPAÑA Y EUROPA 3T’24. PREVIEWS (ANÁ...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: OHLA, SECTOR BANCOS, SECTOR ENERGÍA, TALGO. EUROPA: ADIDAS, ASML, LVMH, SECTOR BANCOS ITALIA. 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. El Ibex sigue liderando Europa y se desmarca de las caídas del Euro STOXX Jornada de más a menos en Eu...
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