OHLA: 3Q’25 RESULTS, CHANGE OF RECOMMENDATION TO UNDERWEIGHT AND T.P. ...

3Q’25 vs. 3Q’24: Sales: € 882 M (-5.1% vs. 2.2% BS(e)); EBITDA: € 29 M (-1.0% vs. 4.3% BS(e)); EBIT: € 6 M (-57.8% vs. -8.8% BS(e)); Net Profit: € -16 M (-33.8% vs. -41.0% BS(e)); 9M’25 vs. 9M’24: Sales: € 2.571 Bn (-3.0% vs. -0.4% BS(e)); EBITDA: € 113 M (30.3% vs. 32.1% BS(e)); EBIT: € 52 M (56.3% vs. 77.0% BS(e)); Net Profit: € -46 M (-21.8% vs. -24.7% BS(e)).

OHLA: RDOS. 3T’25, CAMBIO DE RECOMENDACIÓN A INFRAPONDERAR Y DE P.O. A...

Rdos. 3T'25 vs 3T'24: Ventas: 882 M euros (-5,1% vs 2,2% BS(e)); EBITDA: 29 M euros (-1,0% vs 4,3% BS(e)); EBIT: 6 M euros (-57,8% vs -8,8% BS(e)); BDI: -16 M euros (-33,8% vs -41,0% BS(e)); Rdos. 9M'25 vs 9M'24: Ventas: 2.571 M euros (-3,0% vs -0,4% BS(e)); EBITDA: 113 M euros (30,3% vs 32,1% BS(e)); EBIT: 52 M euros (56,3% vs 77,0% BS(e)); BDI: -46 M euros (-21,8% vs -24,7% BS(e)).

IAG: BEST IN CLASS EN EL SECTOR (ANÁLISIS BANCO SABADELL)

Best in class en el sector. Nuevo PO 5,40 euros/acc. SOBREPONDERAR

IBERIAN DAILY 28 NOVEMBER (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: ACCIONA ENERGÍA, ARCELORMITTAL, CAIXABANK, IAG, INDITEX, OHLA, SANTANDER. Stability for now In the absence of references from the US due to Thanksgiving, European stock markets traded within a narrow sideways range. In the STOXX 600, Autos and Financial Services were the best performers whereas Pharma, Technology and Basic Resources were the only sectors that ended with drops. On the macro side, in the euro zone, October’s M3 remained at 2.8% YoY, in line with expectations, wherea...

INFORME DIARIO 28 NOVIEMBRE (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACCIONA ENERGÍA, ARCELORMITTAL, CAIXABANK, IAG, INDITEX, OHLA, SANTANDER. Por el momento, estabilidad En una sesión sin referencias desde EE.UU., por la festividad de Acción de Gracias, las bolsas europeas se movieron en un rango lateral estrecho. En el STOXX 600, las ganancias fueron dirigidas por Autos, S. Financieros e Inmobiliario. En el lado contrario, sólo Farma, Tecnología y R. Básicos terminaron con caídas. Por el lado macro, en la Eurozo...

International Consolidated Airlines Group SA: 1 director

A director at International Consolidated Airlines Group SA sold 150,000 shares at 384p and the significance rating of the trade was 100/100. 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 ...

IBERIAN DAILY 14 NOVEMBER + 3Q’25 RESULTS. PREVIEWS (ANÁLISIS BANCO SA...

NEWS SUMMARY: ACCIONA, ACCIONA ENERGÍA, ACS, AENA, COLONIAL, ELECTRICITY SECTOR, MERLIN, REPSOL, SANTANDER, TALGO. 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’25 results to be released over the coming days in Spain. Markets see profit taking European stock markets ended up with profit taking in a session that ended worse than it began in a technical movement to digest th...

IBERIAN DAILY 11 NOVEMBER + 3Q'25 RESULTS. HIGHLIGHTS AND REST OF PREV...

NEWS SUMMARY: SANTANDER. 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’25 results to be released over the coming days in Spain. Expectations about the end of the US shutdown next Friday fuelled stock markets Several Democratic senators voted in the end in favour of maintaining the government funding through 30 January without obtaining any health concessions by the Republ...

INFORME DIARIO 11 NOVIEMBRE + RDOS. ESPAÑA Y EUROPA 3T’25. IDEAS DESTA...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: SANTANDER. EUROPA: MUNICH RE, NOKIA. 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’25 que se publicarán en España y Europa en los próximos días. La expectativa de que termine el shutdown en EE.UU. el viernes anima a las bolsas Varios senadores demócratas terminaron claudicando y votando a favor de mante...

Credit Morning 11/07/2025

Altarea: residential revenue grows for the first time in Q3|

Morning Crédit 07/11/2025

Altarea : le CA logement est pour la première fois en croissance au T3|

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 11/07/2025

IAG: 3Q’25 RESULTS (ANÁLISIS BANCO SABADELL)

3Q'25 vs. 3Q'24 Results Sales: € 9.328 Bn (0.0% vs. +2.3% BS(e) and n/a consensus); EBIT: € 2.053 Bn (+2.0% vs. +12.8% BS(e) and +4.1% consensus); 9M'25 vs. 9M'24 Results Sales: € 25.234 Bn (+4.9% vs. +5.8% BS(e) and n/a consensus); EBIT: € 5.852 Bn (+76.2% vs. +24.9% BS(e) and +19.6% consensus);

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 07/11/2025

IAG : Q3 broadly in line driven by cost discipline

IAG : Q3 broadly in line driven by cost discipline

IAG: RDOS. 3T’25 (ANÁLISIS BANCO SABADELL)

Rdos. 3T'25 vs 3T'24: Ventas: 9.328 M euros (0,0% vs +2,3% BS(e) y n/a consenso); EBIT: 2.053 M euros (+2,0% vs +12,8% BS(e) y +4,1% consenso). Rdos. 9meses'25 vs 9meses'24: Ventas: 25.234 M euros (+4,9% vs +5,8% BS(e) y n/a consenso); EBIT: 5.852 M euros (+76,2% vs +24,9% BS(e) y +19,6% consenso).

IBERIAN DAILY 07 NOVEMBER + 3Q'25 RESULTS. HIGHLIGHTS AND REST OF PREV...

NEWS SUMMARY: ACS, AMADEUS, CELLNEX, IAG, SACYR. 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’25 results to be released over the coming days in Spain. Doubts persist With the results campaign entering the final stretch, the main European indices closed with losses, with the IBEX standing out as the best performer, remaining at around 16,100. In the STOXX 600, Basic Mate...

INFORME DIARIO 07 NOVIEMBRE + RDOS. ESPAÑA Y EUROPA 3T’25. IDEAS DESTA...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACS, AMADEUS, CELLNEX, IAG, SACYR. EUROPA: BAYER. 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’25 que se publicarán en España y Europa en los próximos días. Se mantienen las dudas Con la campaña de resultados entrando en su recta final, los principales índices europeos cerraron con pérdidas, destacando...

ARCELOR MITTAL: 3Q’25 RESULTS AND T.P. INCREASE (ANÁLISIS BANCO SABADE...

3Q'25 vs. 3Q'24: EBITDA: US$ 1.508 Bn (-4.6% vs. -6.6% BS(e) and -7.4% consensus); Net Profit: US$ 474 M (-2.9% vs. -14.3% BS(e) and -17.2% consensus).