reports
- Research Department
IBERIAN DAILY 02 MARCH (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: AMADEUS, AMPER, CAF, IBERDROLA, REDEIA, TALGO, TELEFÓNICA, UNICAJA. We begin a highly volatile week European stock markets ended last week with corrections whereas doubts persist in the technology sector and the geopolitical tension between the US and Iran continues. The Ibex endured battery of earnings and ended above 18,000 points. In the STOXX 600, the best-performing sectors last week were Utilities and Real Estate, whereas Basic Materials and Telecoms had the biggest drops....
- Research Department
INFORME DIARIO 02 MARZO + RDOS. EUROPA. PREVIEWS (ANÁLISIS BANCO SABAD...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AMADEUS, AMPER, CAF, IBERDROLA, REDEIA, TALGO, TELEFÓNICA, UNICAJA. 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. Empezamos una semana de elevada volatilidad Las bolsas europeas cerraron la semana con pérdidas, mientras persisten las dudas e...
- James Ratzer
- Julian Dobrovolschi
- Research Department
TELEFÓNICA: 4Q’25 RESULTS (ANÁLISIS BANCO SABADELL)
4Q'25 vs. 4Q'24 Results Sales: € 9.174 Bn (-14.3% vs. -15.5% BS(e) and -15.0% consensus); EBITDA: € 3.198 Bn (+88.0% vs. +82.8% BS(e) and +85.3% consensus); EBIT: € -1.775 Bn (€ -511.0 M in FY2024 vs. € -1.300 Bn BS(e) and € -1.203 Bn consensus); Net Profit: € -3.239 Bn (€ -1.003 Bn in FY2024 vs. € -1.201 Bn BS(e) and € -1.425 Bn consensus); FY2025 vs. FY2024 Results Sales: € 36.145 Bn (-12.1% vs. -12.4% BS(e) and -12.3% consensus); EBITDA: € 12.164 Bn (+9.9% vs. +9.1% BS(e) and +9.5% consensus)...
- Julian Dobrovolschi
- Alvaro del Pozo
TELEFÓNICA: RDOS. 4T’25 (ANÁLISIS BANCO SABADELL)
Rdos. 4T'25 vs 4T'24: Ventas: 9.174 M euros (-14,3% vs -15,5% BS(e) y -15,0% consenso); EBITDA: 3.198 M euros (+88,0% vs +82,8% BS(e) y +85,3% consenso); EBIT: -1.775,0 M euros (-511,0 M euros en 2024 vs -1.300,0 M euros BS(e) y -1.203,0 M euros consenso); BDI: -3.239,0 M euros (-1.003,0 M euros en 2024 vs -1.201,0 M euros BS(e) y -1.425,0 M euros consenso). Rdos. 2025 vs 2024: Ventas: 36.145 M euros (-12,1% vs -12,4% BS(e) y -12,3% consenso); EBITDA: 12.164 M euros (+9,9% vs +9,1% BS(e) y +9,5%...
- Research Department
INFORME DIARIO 24 FEBRERO + RDOS. ESPAÑA Y EUROPA. IDEAS DESTACADAS Y ...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CAF, ENCE, ENDESA, METROVACESA, TELEFÓNICA. EUROPA: N/A. 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 desmarca en positivo Los índices europeos mostraron una reacción mixta a las nuevas amenazas proteccionistas de Trump (mejor p...
- Research Department
IBERIAN DAILY 24 FEBRUARY + 4Q’25 RESULTS. HIGHLIGHTS AND REST OF PREV...
NEWS SUMMARY: CAF, ENCE, ENDESA, METROVACESA, 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 the one positive note European stock markets showed a mixed reaction to Trump’s new protectionist measures (the periphery outperformed core countries), while companies exposed to the disruption from AI continu...
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Jesse Norcross
- Nadège Tillier
- Timothy Rahill
Coffee, Croissants & Credit/Orange, VodafoneZiggo, Virgin Media O2, Te...
Orange reports solid FY25 results / Liberty Global announced the intention to list VodafoneZiggo in 2027 / Liberty Global, Telefonica and InfraVie to acquire Substantial Group / Equinix upgrade by Moody's to Baa1 / Covivio FY25 results: portfolio rotation continues to deliver
- Research Department
INFORME DIARIO 13 FEBRERO + RDOS. ESPAÑA. IDEAS DESTACADAS Y PREVIEWS ...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: REPSOL, TELEFÓNICA. EUROPA: HERMÈS INT., L’ORÉAL, SAFRAN. 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. Siguen las dudas sobre la rentabilidad de la IA Las bolsas europeas revertieron las ganancias en el tramo final de la sesión, presionadas...
- Research Department
IBERIAN DAILY 13 FEBRUARY + 4Q’25 RESULTS. HIGHLIGHTS AND REST OF PREV...
NEWS SUMMARY: REPSOL, 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. Doubts on AI profitability continue European stock markets reversed the gains at the end of the session, pressured by the uncertainty surrounding margins in the US tech sector (the Nasdaq fell -2.0%) and by sales in commodities and crypto...
- Konrad Zomer
LR LEGRAND
REL RELX PLC
FP TOTAL SE
HEIA HEINEKEN NV
IPN IPSEN SA
TKA THYSSENKRUPP AG
UBSN UBS GROUP AG
CBK COMMERZBANK AG
DAI DAIMLER AG
RXL REXEL SA
SCMN SWISSCOM AG
FHZN FLUGHAFEN ZURICH AG
EL ESSILORLUXOTTICA SA
SCHP SCHINDLER HOLDING AG PREF
DTE DEUTSCHE TELEKOM AG
MOCORP METSO OUTOTEC OYJ
STR STRABAG SE
NN NN GROUP N.V.
ABI ANHEUSER-BUSCH INBEV SA/NV
SIE SIEMENS AG
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
ADYEN ADYEN NV
ENR SIEMENS ENERGY AG
DSY DASSAULT SYSTEMES SA
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
DSFIR KONINKLIJKE DSM N.V.
SGSN SGS SA
H2O HIDROELECTRICA S.A.
CVC CVC CAPITAL PARTNERS PLC
TKMS TKMS AG & CO. KGAA
MICC MAGNUM ICE CREAM COMPANY N.V. (THE)
ULVR UNILEVER PLC
- Konrad Zomer
LR LEGRAND
REL RELX PLC
FP TOTAL SE
HEIA HEINEKEN NV
IPN IPSEN SA
TKA THYSSENKRUPP AG
UBSN UBS GROUP AG
CBK COMMERZBANK AG
DAI DAIMLER AG
RXL REXEL SA
SCMN SWISSCOM AG
FHZN FLUGHAFEN ZURICH AG
EL ESSILORLUXOTTICA SA
SCHP SCHINDLER HOLDING AG PREF
DTE DEUTSCHE TELEKOM AG
MOCORP METSO OUTOTEC OYJ
STR STRABAG SE
NN NN GROUP N.V.
ABI ANHEUSER-BUSCH INBEV SA/NV
SIE SIEMENS AG
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
ADYEN ADYEN NV
ENR SIEMENS ENERGY AG
DSY DASSAULT SYSTEMES SA
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
DSFIR KONINKLIJKE DSM N.V.
SGSN SGS SA
H2O HIDROELECTRICA S.A.
CVC CVC CAPITAL PARTNERS PLC
TKMS TKMS AG & CO. KGAA
MICC MAGNUM ICE CREAM COMPANY N.V. (THE)
ULVR UNILEVER PLC
- Roland Pfaender
- MBA
- CFA
- CCRA
- Steven Gould
- Roland Pfaender
- MBA
- CFA
- CCRA
- Steven Gould
Commerzbank AG: 7 directors
Seven Directors at Commerzbank AG bought 32,402 shares at between 33.520EUR and 35.837EUR. The significance rating of the trade was 73/100. 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 t...
- Carole Braudeau
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