reports
- Jerôme Bodin
- Steven Boumans
APAML APERAM SA
LI KLEPIERRE SA
COV COVIVIO SA
OUT1V OUTOKUMPU OYJ
GFC GECINA SA
NXI NEXITY SA CLASS A
FLY SOCIETE FONCIERE LYONNAISE SA
GYC GRAND CITY PROPERTIES SA
F3C SFC ENERGY AG
MERY MERCIALYS SA
DEC JCDECAUX SA
INEA FONCIERE INEA
VIV VIVENDI SE
WHA WERELDHAVE N.V.
SRP SRP GROUPE SA
PSM PROSIEBENSAT.1 MEDIA SE
BLND BRITISH LAND COMPANY PLC
MRN MERSEN SA
KOF KAUFMAN & BROAD SA
ALTA ALTAREA SCA
VNA VONOVIA SE
ACX ACERINOX SA
XIOR XIOR STUDENT HOUSING N.V.
ICAD ICADE SA
BYG BIG YELLOW GROUP PLC
COFB COFINIMMO SA
SOC SUBSEA 7 S.A.
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
COK CANCOM SE
VASTB VASTNED RETAIL BELGIUM NV
DLG DE'LONGHI S.P.A.
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
CPINV CARE PROPERTY INVEST SA
BRNL BRUNEL INTERNATIONAL N.V.
GCO GRUPO CATALANA OCCIDENTE S.A.
SAFE SAFESTORE HOLDINGS PLC
ARG ARGAN SA
VGP VGP NV
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
WLN WORLDLINE SA
MERLIN MERLIN PROPERTIES SOCIMI S.A.
DKG DEUTSCHE KONSUM REIT-AG
TRE TECNICAS REUNIDAS SA
XFAB X-FAB SILICON FOUNDRIES SE
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
UMI UMICORE
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
NEXI NEXI S.P.A.
CLA CLARANOVA SE
WDP WAREHOUSES DE PAUW SCA
TE TECHNIP ENERGIES NV
AERO MONTANA AEROSPACE AG
ECMPA EUROCOMMERCIAL PROPERTIES NV
FUR FUGRO NV
CTPNV CTP NV
ONE ONE UNITED PROPERTIES SA
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
SHUR SHURGARD SELF STORAGE LIMITED
PLNW PLANISWARE
VIRI VIRIDIEN
AMS AMS-OSRAM AG
- Jerôme Bodin
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
F3C SFC ENERGY AG
DEC JCDECAUX SA
VIV VIVENDI SE
SRP SRP GROUPE SA
PSM PROSIEBENSAT.1 MEDIA SE
MRN MERSEN SA
ACX ACERINOX SA
SOC SUBSEA 7 S.A.
COK CANCOM SE
DLG DE'LONGHI S.P.A.
BRNL BRUNEL INTERNATIONAL N.V.
GCO GRUPO CATALANA OCCIDENTE S.A.
WLN WORLDLINE SA
TRE TECNICAS REUNIDAS SA
XFAB X-FAB SILICON FOUNDRIES SE
UMI UMICORE
NEXI NEXI S.P.A.
CLA CLARANOVA SE
TE TECHNIP ENERGIES NV
AERO MONTANA AEROSPACE AG
FUR FUGRO NV
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
PLNW PLANISWARE
VIRI VIRIDIEN
AMS AMS-OSRAM AG
- Benoit Valleaux
- Steven Gould
- Benoit Valleaux
- Steven Gould
- Oscar Rodriguez
ARCELORMITTAL: 2Q’25 RESULTS (ANÁLISIS BANCO SABADELL)
2Q'25 vs. 2Q'24: EBITDA: $ 1.860 Bn (-0.1% vs. +0.3% BS(e) and -0.6% consensus); BDI: $ 1.793 Bn (+255.8% vs. +65.1% BS(e) and +60.9% consensus); 1H'25 vs. 1H'24: EBITDA: $ 3.440 Bn (-9.9% vs. -9.7% BS(e) and -10.2% consensus); BDI: $ 2.598 Bn (+80.2% vs. +13.5% BS(e) and +12.1% consensus).
- Oscar Rodriguez
ARCELORMITTAL: RDOS. 2T’25 (ANÁLISIS BANCO SABADELL)
Rdos. 2T'25 vs 2T'24: EBITDA: 1.860 M euros (-0,1% vs +0,3% BS(e) y -0,6% consenso); BDI: 1.793 M euros (+255,8% vs +65,1% BS(e) y +60,9% consenso); Rdos. 1S'25 vs 1S'24: EBITDA: 3.440 M euros (-9,9% vs -9,7% BS(e) y -10,2% consenso); BDI: 2.598 M euros (+80,2% vs +13,5% BS(e) y +12,1% consenso).
- Research Department
IBERIAN DAILY 31 JULY + 2Q'25 RESULTS. HIGHLIGHTS AND REST OF PREVIEWS...
NEWS SUMMARY: ARCELOR MITTAL, ELECTRICITY SECTOR, FLUIDRA, MELIA, MERLIN PROPERTIES, NEINOR HOMES, REDEIA, VISCOFAN. 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’25 results to be released over the coming days in Spain. Growth resisting for now European stock markets ended with slight gains in view of the signs of resistance in the 2Q’25 GDP and ahead of the Fed meeting, w...
- Research Department
INFORME DIARIO 31 JULIO + RDOS. ESPAÑA Y EUROPA 2T’25. IDEAS DESTACADA...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ARCELOR MITTAL, FLUIDRA, MELIA, MERLIN PROPERTIES, NEINOR HOMES, REDEIA, SECTOR ELÉCTRICO, VISCOFAN. EUROPA: AB INBEV, AIRBUS, BMW, ING GROEP, SANOFI, SAFRAN, SOCIETE GENERALE, VINCI. 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’25 que se publicarán en España y Europa en los próximos días. El crecimien...
DG VINCI SA
GLE SOCIETE GENERALE S.A. CLASS A
SAN SANOFI
SAF SAFRAN S.A.
AIR AIRBUS SE
VIS VISCOFAN S.A.
FDR FLUIDRA S.A.
MERLIN MERLIN PROPERTIES SOCIMI S.A.
ITKA ANHEUSER-BUSCH INBEV N.V. ADS
MEL MELIA HOTELS INTERNATIONAL S.A.
HOME NEINOR HOMES SA
MTL ARCELORMITTAL
INGA ING GROEP N.V.
RE21 RED ELECTRICA CORP. S.A.
- Luis Arredondo
FERROVIAL: 2Q’25 RESULTS (ANÁLISIS BANCO SABADELL)
2Q'25 vs. 2Q'24 Results Sales: € 2.41 Bn (+0.9% vs. +3.3% BS(e) and +3.8% consensus); EBITDA: € 346.0 M (-0.9% vs. +7.9% BS(e) and +9.2% consensus); EBIT: € 232.0 M (-41.9% vs. -34.3% BS(e) and -32.8% consensus); 1H'25 vs. 1H'24 Results Sales: € 4.469 Bn (+4.7% vs. +6.1% BS(e) and +6.3% consensus); EBITDA: € 655.0 M (+8.6% vs. +13.7% BS(e) and +14.4% consensus); EBIT: € 431.0 M (-21.8% vs. -16.3% BS(e) and -15.2% consensus); Net Profit: € 540.0 M;
- Luis Arredondo
FERROVIAL: RDOS. 2T’25 (ANÁLISIS BANCO SABADELL)
Rdos. 2T'25 vs 2T'24: Ventas: 2.410 M euros (+0,9% vs +3,3% BS(e) y +3,8% consenso); EBITDA: 346,0 M euros (-0,9% vs +7,9% BS(e) y +9,2% consenso); EBIT: 232,0 M euros (-41,9% vs -34,3% BS(e) y -32,8% consenso). Rdos. 1S'25 vs 1S'24: Ventas: 4.469 M euros (+4,7% vs +6,1% BS(e) y +6,3% consenso); EBITDA: 655,0 M euros (+8,6% vs +13,7% BS(e) y +14,4% consenso); EBIT: 431,0 M euros (-21,8% vs -16,3% BS(e) y -15,2% consenso); BDI: 540,0 M euros (n/a vs n/a BS(e) y n/a consenso).
- Research Department
INFORME DIARIO 30 JULIO + RDOS. ESPAÑA Y EUROPA 2T’25. IDEAS DESTACADA...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CAIXABANK, FERROVIAL, GRIFOLS, REDEIA, SACYR, SANTANDER, TALGO, TELEFÓNICA. EUROPA: ADIDAS, DANONE, KERING, L’ORÉAL, MERCEDES BENZ 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. 2T’25 que se publicarán en España y Europa en los próximos días. Los resultados toman el relevo Recuperación marcada por el...
- Research Department
IBERIAN DAILY 30 JULY + 2Q’25 RESULTS. HIGHLIGHTS AND REST OF PREVIEWS...
NEWS SUMMARY: CAIXABANK, FERROVIAL, GRIFOLS, REDEIA, SACYR, 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 2Q’25 results to be released over the coming days in Spain. Results take centre stage Recovery in Europe in a session marked by the results calendar and news on the trade negotiations of the US with China and the EU. In the STOXX 600, the ral...
- Research Department
IBERIAN DAILY 17 JULY + 2Q’25 RESULTS. PREVIEWS (ANÁLISIS BANCO SABADE...
NEWS SUMMARY: ECOENER, FERROVIAL, PUIG BRANDS. 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’25 results to be released over the coming days in Spain. Europe falling from 2025 highs European stock markets saw their losses increase at the end of the session, marked by the start of the results season and despite the solid US macro data. In the STOXX 600, the biggest gains cam...
- Research Department
INFORME DIARIO 17 JULIO + RDOS. ESPAÑA Y EUROPA 2T’25. PREVIEWS (ANÁLI...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ECOENER, FERROVIAL, PUIG BRANDS. 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’25 que se publicarán en España y Europa en los próximos días. Europa se aleja de los máximos del año Las bolsas europeas aceleraron las pérdidas en la última hora de la sesión marcadas por el inicio de la temporada de resulta...
Moody's Ratings withdraws Minor Hotels Europe & Americas, S.A.'s ratin...
Moody's Ratings (Moody's) has today withdrawn Minor Hotels Europe & Americas, S.A.'s (MHEA) Ba3 long-term corporate family rating (CFR) and Ba3-PD probability of default rating (PDR). The outlook prior to the withdrawal was stable. RATINGS RATIONALE We have withdrawn MHEA's ratings follow...
- Research Department
INFORME DIARIO 19 JUNIO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ARCELOR MITTAL, SECTOR ELÉCTRICO. El mercado, pendiente de la Fed y de Irán Jornada de volatilidad en las bolsas de Europa que a pesar de una apertura al alza terminaron en negativo después de que el líder supremo de Irán, el ayatolá Ali Khamenei, rechazase la rendición incondicional que reclama D. Trump. De las caídas se desmarcó la periferia (Ibex 35 +0,1%/MIB +0,1%), aupados por los bancos ante la posibilidad de asistir a unos tipos más altos po...
- Research Department
IBERIAN DAILY 19 JUNE (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: ARCELORMITTAL, ELECTRICITY SECTOR. All eyes on the Fed and Iran It was a volatile session on European stock markets, which despite a bullish opening, ended in the red after the supreme leader of Iran, Ayatollah Ali Khamenei, rejected the unconditional surrender demanded by Trump. Peripheral nations managed to avoid the drops (IBEX 35 +0.1% and MIB +0.1%), boosted by banks in view of the possibility of higher rates due to the rally in crude oil prices. In a STOXX 600 dominated by d...
- Research Department
IBERIAN DAILY 10 JUNE (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: AMPER, ARCELORMITTAL, CAF. All eyes on US-China negotiations The week kicked off without relevant macroeconomic data, with European stock markets sliding slightly except the Ibex that ended with sight gains. In the STOXX 600, the best-performing sectors were Travel&Leisure and Real Estate, whereas defensive industries such as Household and Utilities ended with the biggest drops. On the macro side, the Treasury Secretary S. Bessent and the Trade Secretary H. Lutnick viewed the mee...
- Research Department
INFORME DIARIO 10 JUNIO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AMPER, ARCELORMITTAL, CAF. Mercados pendientes de la negociación EE.UU.- China La semana comenzó descargada de datos macro importantes y con las bolsas europeas mostrando ligeras caídas, a excepción del Ibex que terminó con tímidos avances. En el STOXX 600 los mejores sectores en positivo fueron Viajes&Ocio e Inmobiliario, frente a los defensivos Hogar y Utilities que fueron los que más cayeron. Por el lado macro, el secretario del Tesoro S. Bessen...
- Research Department
IBERIAN DAILY 09 JUNE (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: CAIXABANK, ENCE, FERROVIAL, NATURGY, TELEFÓNICA, VISCOFAN. Stock markets try to climb above highs Despite the absence of good macroeconomic data last week, stock markets ended with gains, fuelled by the US (the S&P500 rose around +1.7%) and by the better employment data at the end of the week. In the STOXX 600, the best-performing sectors last weekk were Technology and Pharma, whereas Autos and Media ended with the biggest drops. On the macro side, in the euro zone, the 1Q’25 GDP ...
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