reports
- Oscar Rodriguez
ARCELORMITTAL: 3Q’24 RESULTS (ANÁLISIS BANCO SABADELL)
3Q'24 vs. 3Q'23 Results EBITDA: US$ 1.58 Bn (-26.5% vs. -32.5% BS(e) and -30.8% consensus); Net Profit: US$ 488 M (-47.5% vs. -55.5% BS(e) and -54.8% consensus); 9M'24 vs. 9M'23 Results EBITDA: US$ 5.4 Bn (-25.9% vs. -27.7% BS(e) and -27.2% consensus); Net Profit: US$ 1.9 Bn (-50.5% vs. -52.5% BS(e) and -52.3% consensus).
- Oscar Rodriguez
ARCELORMITTAL: RDOS. 3T’24 (ANÁLISIS BANCO SABADELL)
Rdos. 3T'24 vs 3T'23: EBITDA: 1.581 M dólares (-26,5% vs -32,5% BS(e) y -30,8% consenso); BDI: 488 M dólares (-47,5% vs -55,5% BS(e) y -54,8% consenso); Rdos. 9meses'24 vs 9meses'23: EBITDA: 5.399 M dólares (-25,9% vs -27,7% BS(e) y -27,2% consenso); BDI: 1.922 M dólares (-50,5% vs -52,5% BS(e) y -52,3% consenso).
- Research Department
IBERIAN DAILY 07 NOVEMBER + 3Q’24 RESULTS. HIGHLIGHTS AND REST OF PREV...
NEWS SUMMARY: ACCIONA, ACCIONA ENERGÍA, AEDAS, AMADEUS, ARCELORMITTAL, INDRA, INMOBILIARIA COLONIAL, ROVI, 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 3Q’24 results to be released over the coming days in Spain. European stock markets do not welcome Trump European stock markets saw strong corrections, particularly the Ibex after D. Trump’s victory. On the contra...
- Research Department
INFORME DIARIO 07 NOVIEMBRE + RDOS. ESPAÑA Y EUROPA 3T’24. IDEAS DESTA...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACCIONA, ACCIONA ENERGÍA, AEDAS HOMES, AMADEUS, ARCELORMITTAL, COLONIAL, INDRA, ROVI, TELEFÓNICA. EUROPA: MUNICH RE. 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. A la bolsa europea no le sienta bien Trump Jornada de fuertes caídas en Europ...
ANA ACCIONA SA
AMS AMADEUS IT GROUP SA CLASS A
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
COL INMOBILIARIA COLONIAL SOCIMI SA
IDR INDRA SISTEMAS S.A. CLASS A
MTL ARCELORMITTAL
COL SM INMOBILIARIA COLONIAL (COL SM)
COL.SM COLONIAL
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
- Oscar Rodriguez
ARCELORMITTAL: 2Q’24 RESULTS (ANÁLISIS BANCO SABADELL)
2Q'24 vs. 2Q'23: Sales: $ 16.249 Bn (-12.7% vs. -11.6% BS(e) and -11.6% consensus); EBITDA: $ 1.862 Bn (-37.9% vs. -40.0% BS(e) and -40.9% consensus); Net Profit: $ 504 M (-72.9% vs. -65.1% BS(e) and -66.5% consensus); 1H'24 vs. 1H'23: Sales: $ 32.531 Bn (-12.3% vs. -11.8% BS(e) and -11.8% consensus); EBITDA: $ 3.818 Bn (-25.7% vs. -26.9% BS(e) and -27.4% consensus); Net Profit: $ 1.442 Bn (-51.2% vs. -46.3% BS(e) and -47.2% consensus).
- Oscar Rodriguez
ARCELORMITTAL: RDOS. 2T’24 (ANÁLISIS BANCO SABADELL)
Rdos. 2T'24 vs 2T'23: Ventas: 16.249 M dólares (-12,7% vs -11,6% BS(e) y -11,6% consenso); EBITDA: 1.862 M dólares (-37,9% vs -40,0% BS(e) y -40,9% consenso); BDI: 504 M dólares (-72,9% vs -65,1% BS(e) y -66,5% consenso); Rdos. 1S'24 vs 1S'23: Ventas: 32.531 M dólares (-12,3% vs -11,8% BS(e) y -11,8% consenso); EBITDA: 3.818 M dólares (-25,7% vs -26,9% BS(e) y -27,4% consenso); BDI: 1.442 M dólares (-51,2% vs -46,3% BS(e) y -47,2% consenso).
- Research Department
IBERIAN DAILY 01 AUGUST + 2Q’24 RESULTS. PREVIEWS (ANÁLISIS BANCO SABA...
NEWS SUMMARY: CAIXABANK, CAF, ENAGÁS, ENCE, FLUIDRA, MELIÁ HOTELS. 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 2Q’24 results to be released over the coming days in Spain. The market expects a rate cut from the Fed in September European markets saw gains ahead of the Fed meeting. In the STOXX 600, Technology and Basic Resources were the best performing sectors, whereas Retai...
- Research Department
INFORME DIARIO 01 AGOSTO + RDOS. ESPAÑA Y EUROPA 2T’24. PREVIEWS (ANÁL...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ARCELORMITTAL, CAF, CAIXABANK, ENAGÁS, ENCE, FLUIDRA, MELIÁ. EUROPA: AB INBEV, ASML, BMW, DHL GROUP, ING, SOCIÉTÉ GÉNÉRALE. 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. 2T’24 que se publicarán en España y Europa en los próximos días. El mercado espera que la Fed recorte en septiembre Avances en Europa an...
- Oscar Rodriguez
- Oscar Rodriguez
- Research Department
IBERIAN DAILY 02 MAY + 1Q’24 RESULTS. HIGHLIGHTS AND REST OF PREVIEWS ...
NEWS SUMMARY: AENA, ARCELORMITTAL, METROVACESA, REDEIA. 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 1Q’24 results to be released over the coming days in Spain. Ibex falls back below 11,000 points European stock markets posted losses ahead of the Fed meeting, where the IBEX was once again the worst performer. Within the STOXX 600 sectors, the biggest gains came in Real Esta...
- Research Department
INFORME DIARIO 02 MAYO + RDOS. ESPAÑA Y EUROPA 1T’24. IDEAS DESTACADAS...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AENA, ARCELORMITTAL, METROVACESA, REDEIA. EUROPA: AIRBUS, ING. 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. 1T’24 que se publicarán en España y Europa en los próximos días. El Ibex pierde otra vez los 11.000 puntos Jornada de caídas en las bolsas europeas previo a la reunión de la Fed donde el Ibex volvió...
ArcelorMittal: 1 director
A director at ArcelorMittal sold 8,456 shares at 24.243EUR and the significance rating of the trade was 65/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly sh...
- Research Department
IBERIAN DAILY 13 MARCH (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: ARCELORMITTAL, INDITEX, SOLARIA. Markets continue to rise Despite the surprising increase in US inflation data, which could raise doubts on the start of rate cuts by the Fed in June, stock markets rose on both sides of the Atlantic and the IBEX reached a high since Feb’18 near 10,400 points. In the STOXX 600, all the sectors except Real Estate, Utilities and Telecoms closed with gains, led by Autos and Banks. On the macro side, in the UK February’s ILO unemployment rate rose more ...
- Research Department
INFORME DIARIO 13 MARZO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ARCELORMITTAL, INDITEX, SOLARIA. EUROPA: ADIDAS, BNP PARIBAS, SAFRAN, VOLKSWAGEN. El mercado sigue de fiesta A pesar de la sorpresa al alza en el dato de inflación en EE.UU., que podría poner en duda el inicio de las bajadas de tipos por parte de la Fed en junio, las bolsas subieron a ambos lados del Atlántico y el Ibex alcanzó máximos de febrero de 2018 rozando los 10.400 puntos. Así, en el STOXX 600, todos los sectores menos Inmobiliario, Utilitie...
- Oscar Rodriguez
ARCELOR MITTAL: 4Q’23 RESULTS
4Q'23 vs. 4Q'22 Results Sales: $ 14.552 Bn (-13.8% vs. -14.8% BS(e)); EBITDA: $ 1.266 Bn (+0.6% vs. -2.0% BS(e) and -4.6% consensus); Net Profit: $ -2.966.0 M ($ 261 M in FY2022 vs. $ -1.585 Bn BS(e) and $ -1.645 Bn consensus); FY2023 vs. FY2022 Results Sales: $ 68.275 Bn (-14.5% vs. -14.7% BS(e)); EBITDA: $ 7.558 Bn (-46.6% vs. -46.9% BS(e) and -47.1% consensus); Net Profit: $ 919.0 M (-90.1% vs. -75.3% BS(e) and -75.9% consensus);
- Oscar Rodriguez
ARCELOR MITTAL: RDOS. 4T’23 (ANÁLISIS BANCO SABADELL)
Rdos. 4T'23 vs 4T'22: Ventas: 14.552 M dólares (-13,8% vs -14,8% BS(e)); EBITDA: 1.266 M dólares (+0,6% vs -2,0% BS(e) y -4,6% consenso); BDI: -2.966,0 M dólares (261,0 M dólares en 2022 vs -1.585,0 M dólares BS(e) y -1.645,0 M dólares consenso); Rdos. 2023 vs 2022: Ventas: 68.275 M dólares (-14,5% vs -14,7% BS(e)); EBITDA: 7.558 M dólares (-46,6% vs -46,9% BS(e) y -47,1% consenso); BDI: 919,0 M dólares (-90,1% vs -75,3% BS(e) y -75,9% consenso). Rdos. 4T’23 algo mejor de lo previsto en EBITDA ...
- ING Helpdesk
Benelux Morning Notes
ArcelorMittal: 4Q23 EBITDA beats by 5%, solid FCF. Ayvens: Messier than expected. Barco: 2H23 results, less topline decline, weak cash generation. Flow Traders: Low Flow. KBC: 4Q reasonable, DPS low, new targets show cost drive, NII 2024 guidance in line. Lotus Bakeries: Opening of its first production facility for Näkd. Montea: FY results in line, further fiscal one-offs might drive more generous dividend. Ontex: Out of the shadow, into the light. Recticel: Peer Rockwool FY23 re...
- Research Department
INFORME DIARIO 08 FEBRERO + RDOS. ESPAÑA Y EUROPA 4T’23. IDEAS DESTACA...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ARCELORMITTAL, CAF, CELLNEX, UNICAJA. EUROPA: AIRBUS, ING, KERING, SIEMENS, SOCIÉTÉ GÉNÉRALE, VINCI. Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los previews de Rdos. 4T’23 que se publicarán en España y Europa en los próximos días. El mercado pone en duda las bajadas de tipos Las bolsas europeas terminaron corrigiendo ante las dudas sobre las perspectivas de recortes de ...
- Research Department
IBERIAN DAILY 08 FEBRUARY + 4Q’23 RESULTS. PREVIEWS (ANÁLISIS BANCO SA...
NEWS SUMMARY: ARCELOR MITTAL, CAF, CELLNEX, UNICAJA. At the end of today’s report, and during the entire results season, we will include a presentation with previews for the 4Q’23 results to be released over the coming days in Spain. The market questions rate cuts European stock markets ended in negative territory amid doubts about rate cut prospects. In the STOXX 600, the gains of Technology and Automobiles stood out, whereas defensive sectors such as Household and Telecommunications saw the ...
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