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Oscar Rodriguez
  • Oscar Rodriguez
EUR 100.00
MTL ARCELORMITTAL

ARCELORMITTAL: 4Q’25 RESULTS AND T.P. INCREASE (ANÁLISIS BANCO SABADEL...

4Q'25 vs. 4Q'24 Results EBITDA: US$ 1.59 Bn (-3.7% vs. -8.6% BS(e) and -7.6% consensus); Net Profit: US$ 654 M (+61.9% vs. -24.0% BS(e) and -21.0% consensus); FY2025 vs. FY2024 Results EBITDA: US$ 6.54 Bn (-7.3% vs. -8.4% BS(e) and -8.2% consensus); Net Profit: US$ 3.15 Bn (+135.4% vs. +109.5% BS(e) and +110.4% consensus).

02/06/26 February 6, 2026 1 EN
Konrad Zomer ... (+2)
  • Konrad Zomer
  • Thomas Zlowodzki
LUFTHANSA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
REL RELX PLC
DG VINCI SA
BNP BNP PARIBAS SA CLASS A
KNEBV KONE OYJ CLASS B
SK SEB SA
HNR1 HANNOVER RUECK SE
MMK MAYR-MELNHOF KARTON AG
CPG COMPASS GROUP PLC
KOMB KOMERCNI BANKA A.S.
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
WIZZ WIZZ AIR HOLDINGS PLC
ORSTED ORSTED
EZJ EASYJET PLC
ENEL ENEL SPA
RY4C RYANAIR HOLDINGS PLC
ASSA B ASSA ABLOY AB CLASS B
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
EMSN EMS-CHEMIE HOLDING AG
ANDR ANDRITZ AG
COLO B COLOPLAST A/S CLASS B
RIO RIO TINTO PLC
SNP PETROM S.A.
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
STLA STELLANTIS N.V.
LIN LINDE PUBLIC LIMITED COMPANY
AF AIR FRANCE - KLM
02/06/26 February 6, 2026 1 EN
Konrad Zomer ... (+2)
  • Konrad Zomer
  • Thomas Zlowodzki
LUFTHANSA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
REL RELX PLC
DG VINCI SA
BNP BNP PARIBAS SA CLASS A
KNEBV KONE OYJ CLASS B
SK SEB SA
HNR1 HANNOVER RUECK SE
MMK MAYR-MELNHOF KARTON AG
CPG COMPASS GROUP PLC
KOMB KOMERCNI BANKA A.S.
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
WIZZ WIZZ AIR HOLDINGS PLC
ORSTED ORSTED
EZJ EASYJET PLC
ENEL ENEL SPA
RY4C RYANAIR HOLDINGS PLC
ASSA B ASSA ABLOY AB CLASS B
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
EMSN EMS-CHEMIE HOLDING AG
COLO B COLOPLAST A/S CLASS B
RIO RIO TINTO PLC
SNP PETROM S.A.
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
STLA STELLANTIS N.V.
LIN LINDE PUBLIC LIMITED COMPANY
AF AIR FRANCE - KLM
02/06/26 February 6, 2026 1 FR
Benoit Valleaux ... (+2)
  • Benoit Valleaux
  • Steven Gould
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
02/06/26 February 6, 2026 1 EN
Benoit Valleaux ... (+2)
  • Benoit Valleaux
  • Steven Gould
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
02/06/26 February 6, 2026 1 FR
Oscar Rodriguez
  • Oscar Rodriguez
EUR 100.00
MTL ARCELORMITTAL

ARCELORMITTAL: RDOS. 4T’25 Y CAMBIO DE P.O. AL ALZA (ANÁLISIS BANCO SA...

Rdos. 4T'25 vs 4T'24: EBITDA: 1.593 M dólares (-3,7% vs -8,6% BS(e) y -7,6% consenso); BDI: 654 M dólares (+61,9% vs -24,0% BS(e) y -21,0% consenso); Rdos. 2025 vs 2024: EBITDA: 6.541 M dólares (-7,3% vs -8,4% BS(e) y -8,2% consenso); BDI: 3.152 M dólares (+135,4% vs +109,5% BS(e) y +110,4% consenso).

02/05/26 February 5, 2026 1 ES
Carole Braudeau
  • Carole Braudeau
PREMIUM
UBSN UBS GROUP AG
MT ArcelorMittal S... ... (+5)

Credit Morning 02/05/2026

European Chemical producers: A dilution of the CO2 emissions scheme in sight?|Sappi: Low visibility leads us to lower our forecasts|

UBSN UBS GROUP AG
MT ARCELORMITTAL SA
CA CARREFOUR SA
BNP BNP PARIBAS SA CLASS A
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
02/05/26 February 5, 2026 1 EN
Carole Braudeau
  • Carole Braudeau
PREMIUM
UBSN UBS GROUP AG
MT ArcelorMittal S... ... (+5)

Morning Crédit 05/02/2026

European Chemical producers: A dilution of the CO2 emissions scheme in sight?|Sappi : la faible visibilité nous conduit à abaisser nos prévisions|

UBSN UBS GROUP AG
MT ARCELORMITTAL SA
CA CARREFOUR SA
BNP BNP PARIBAS SA CLASS A
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
02/05/26 February 5, 2026 1 FR
Research Department
  • Research Department
EUR 100.00
BNP BNP Paribas SA ...
IAG International C... ... (+6)

INFORME DIARIO 05 FEBRERO + RDOS. ESPAÑA Y EUROPA 4T’25. PREVIEWS (ANÁ...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ARCELORMITTAL, IAG, INDRA, SANTANDER, SECTOR AUTOPISTAS. EUROPA: ASML, BNP. 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’25 que se publicarán en España y Europa en los próximos días. Estabilización de los mercados El Ibex no tiene techo Jornada positiva en las bolsas europeas de la mano de los resultad...

BNP BNP PARIBAS SA CLASS A
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
SAN BANCO SANTANDER S.A.
IDR INDRA SISTEMAS S.A. CLASS A
ASML ASML HOLDING NV
MTL ARCELORMITTAL
02/05/26 February 5, 2026 1 ES
Research Department
  • Research Department
EUR 100.00
IAG International C...
SYV SACYR S.A. ... (+5)

IBERIAN DAILY 05 FEBRUARY + 4Q’25 RESULTS. PREVIEWS (ANÁLISIS BANCO SA...

NEWS SUMMARY: ARCELORMITTAL, HIGHWAY SECTOR, IAG, INDRA, 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 4Q’25 results to be released over the coming days in Spain. Ibex continues to climb It was a positive session for European stock markets thanks to business results and despite mounting tension in Iran and the drops in the technology sector. In the STOXX 600, Chemi...

IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
SYV SACYR S.A.
FER FERROVIAL S.A.
IDR INDRA SISTEMAS S.A. CLASS A
MTL ARCELORMITTAL
02/05/26 February 5, 2026 1 EN
Research Department
  • Research Department
EUR 100.00
ISP Intesa Sanpaolo...
UCG UniCredit S.p.A... ... (+7)

INFORME DIARIO 03 FEBRERO + RDOS. ESPAÑA Y EUROPA 4T’25. PREVIEWS (ANÁ...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AEDAS HOMES, INDRA, MELIÁ, TELEFÓNICA, UNICAJA. EUROPA: INTESA SANPAOLO, UNICREDIT. 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’25 que se publicarán en España y Europa en los próximos días. El Ibex alcanza los 18.000 puntos Jornada de menos a más en las bolsas europeas, con el Ibex liderando de nuevo...

ISP INTESA SANPAOLO S.P.A.
UCG UNICREDIT S.P.A.
MEL MELIA HOTELS INTERNATIONAL S.A.
IDR INDRA SISTEMAS S.A. CLASS A
UNI UNICAJA BANCO S.A.
TEF TELEFONICA SA
AEDAS AEDAS HOMES SA
02/03/26 February 3, 2026 1 ES
Research Department
  • Research Department
EUR 100.00
MEL Melia Hotels In...
IDR Indra Sistemas ... ... (+5)

IBERIAN DAILY 03 FEBRUARY + 4Q’25 RESULTS. PREVIEWS (ANÁLISIS BANCO SA...

NEWS SUMMARY: AEDAS HOMES, INDRA, MELIÁ, UNICAJA, 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 4Q’25 results to be released over the coming days in Spain. Ibex hits 18,000 points European stock markets saw an increasing performance, with the Ibex leading gains again, climbing more than +1.0% where the volatility of metals continued after the election of K. Warsh ...

MEL MELIA HOTELS INTERNATIONAL S.A.
IDR INDRA SISTEMAS S.A. CLASS A
UNI UNICAJA BANCO S.A.
TEF TELEFONICA SA
AEDAS AEDAS HOMES SA
02/03/26 February 3, 2026 1 EN
Maissa Keskes ... (+2)
  • Maissa Keskes
  • Stephane Houri
AXA AXA
FP TOTAL SE
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
DGE DIAGEO PLC
ADS ADIDAS AG
RI PERNOD RICARD SA
FGR EIFFAGE SA
UHR SWATCH GROUP LTD. BEARER
ABB ABB LTD.
NOKIA NOKIA OYJ
ENI ENI S.P.A.
REP REPSOL SA
KGX KION GROUP AG
SAP SAP SE
BP. BP P.L.C.
STM STMICROELECTRONICS NV
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
SHEL SHELL PLC
01/30/26 January 30, 2026 1 EN
Maissa Keskes ... (+2)
  • Maissa Keskes
  • Stephane Houri
AXA AXA
FP TOTAL SE
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
DGE DIAGEO PLC
ADS ADIDAS AG
RI PERNOD RICARD SA
FGR EIFFAGE SA
UHR SWATCH GROUP LTD. BEARER
ABB ABB LTD.
NOKIA NOKIA OYJ
ENI ENI S.P.A.
REP REPSOL SA
KGX KION GROUP AG
SAP SAP SE
BP. BP P.L.C.
STM STMICROELECTRONICS NV
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
SHEL SHELL PLC
01/30/26 January 30, 2026 1 FR
Benoit Valleaux ... (+2)
  • Benoit Valleaux
  • Steven Gould
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
01/30/26 January 30, 2026 1 EN
Benoit Valleaux ... (+2)
  • Benoit Valleaux
  • Steven Gould
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
01/30/26 January 30, 2026 1 FR
Research Department
  • Research Department
EUR 100.00
IBE IBERDROLA SA
ASML ASML HOLDING NV ... (+3)

INFORME DIARIO 28 ENERO + RDOS. ESPAÑA Y EUROPA 4T’25. PREVIEWS (ANÁLI...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: IBERDROLA. 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’25 que se publicarán en España y Europa en los próximos días. Los aranceles presionan al dólar Las bolsas europeas cerraron con ganancias mientras el rebrote del riesgo comercial depreció al dólar, algo que en palabras del pr...

IBE IBERDROLA SA
ASML ASML HOLDING NV
MC LVMH (MC FP)
01/28/26 January 28, 2026 1 ES
Research Department
  • Research Department
EUR 100.00
IBE IBERDROLA SA

IBERIAN DAILY 28 JANUARY + 4Q’25 RESULTS. PREVIEWS (ANÁLISIS BANCO SAB...

NEWS SUMMARY: IBERDROLA. 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 4Q’25 results to be released over the coming days in Spain. Tariffs pressure the dollar European stock markets closed with gains, while the renewed trade risk depreciated the dollar to above 1.1900 against the euro, which is not a source of concern for D. Trump. Thus, the €/US$ exchange rate hit 1.20 (4-ye...

01/28/26 January 28, 2026 1 EN
Research Department
  • Research Department
EUR 100.00
BN DANONE SA
MTL ARCELORMITTAL

INFORME DIARIO 26 ENERO + RDOS. ESPAÑA Y EUROPA 4T’25. PREVIEWS (ANÁLI...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ARCELORMITTAL. EUROPA: DANONE. 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’25 que se publicarán en España y Europa en los próximos días. El Ibex se aleja de máximos A pesar del rebote del jueves, la semana terminó con pérdidas en las bolsas europeas. En el STOXX 600, sobresalieron R. Básicos y Telec...

BN DANONE SA
MTL ARCELORMITTAL
01/26/26 January 26, 2026 1 ES
Research Department
  • Research Department
EUR 100.00
MTL ARCELORMITTAL

IBERIAN DAILY 26 JANUARY + 4Q’25 RESULTS. PREVIEWS (ANÁLISIS BANCO SAB...

NEWS SUMMARY: ARCELORMITTAL. 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 4Q’25 results to be released over the coming days in Spain. IBEX falling away from highs Despite the rally on Thursday, the week ended with losses for European stock markets. In the STOXX 600, Basic Materials and Telecoms stood out, while Insurance and Consumer Goods posted the biggest losses. On the m...

01/26/26 January 26, 2026 1 EN
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