2Q'24 vs. 2Q'23 Results EBITDA: € 341.7 M (-11.7% vs. -12.3% BS(e) and -11.8% consensus); Net Profit: € 137.0 M (-21.3% vs. -21.4% BS(e) and -22.6% consensus); 1H'24 vs. 1H'23 Results EBITDA: € 681.3 M (-13.7% vs. -13.9% BS(e) and -13.7% consensus); Net Profit: € 269.3 M (-23.9% vs. -24.0% BS(e) and -24.6% consensus);
Rdos. 2T'24 vs 2T'23: EBITDA: 341,7 M euros (-11,7% vs -12,3% BS(e) y -11,8% consenso); BDI: 137,0 M euros (-21,3% vs -21,4% BS(e) y -22,6% consenso); Rdos. 1S'24 vs 1S'23: EBITDA: 681,3 M euros (-13,7% vs -13,9% BS(e) y -13,7% consenso); BDI: 269,3 M euros (-23,9% vs -24,0% BS(e) y -24,6% consenso);
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CAIXABANK, COLONIAL, ENCE, FERROVIAL, GRIFOLS, OHLA, RED ELÉCTRICA, ROVI, TALGO, TELEFÓNICA, VISCOFAN. EUROPA: ADIDAS, AIRBUS, DANONE, L'ORÉAL, SAFRAN, SCHNEIDER. 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. Rebote entre resultados empresar...
NEWS SUMMARY: CAIXABANK, COLONIAL, ENCE, FERROVIAL, GRIFOLS, OHLA, REDEIA, ROVI, TALGO, TELEFÓNICA, 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’24 results to be released over the coming days in Spain. Rally amid business results There was a slight rally on the marked, marked more by the results presentations than by the cycle. In the STOXX 600, the best-perform...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: GRIFOLS, INDRA, OHLA, REDEIA. El Ibex pierde los 11.000 puntos A excepción del DAX que terminó subiendo, jornada de caídas superiores al -0,7% para los antiguos (España-Italia) y nuevos periféricos (Francia) en la Eurozona. Así, en el STOXX 600 Inmobiliario y Media presentaron las mayores ganancias frente a Retail y Autos que fueron los que más cayeron. Por el lado macro, en España las ventas al por menor de mayo moderaron su ritmo de avance más de ...
NEWS SUMMARY: GRIFOLS, INDRA, OHLA, REDEIA. The Ibex falls below 11,000 points With the exception of the DAX that rose in the end, in the euro zone the old (Spain, Italy) an new (France) peripheral countries fell >-0.7%. Thus, in the STOXX 600 Real Estate and Media saw the biggest gains vs. Retail and Automobiles that were the worst performers. On the macro side, in the euro zone, July’s economic confidence index fell unexpectedly. In the US, the final 1Q’24 GDP was raised slightly to 1.4% Q/...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: IAG, INDRA, FLUIDRA, REDEIA, ROVI. EUROPA: AIRBUS Las bolsas toman aire Las bolsas comenzaron la semana rebotando tras las caídas del viernes pasado, sin catalizadores reseñables y a la espera del deflactor subyacente del consumo el viernes y la primera vuelta de las elecciones en Francia el domingo. Así, en el STOXX 600 todos los sectores menos tecnología presentaron ganancias, lideradas por Autos (tras el inicio de conversaciones entre la UE y Chi...
NEWS SUMMARY: FLUIDRA, INDRA, REDEIA, ROVI. Stock exchanges take some breath The week got off with gains after Friday’s corrections, without significant drivers and awaiting the core consumption deflator to be released next Friday and the first round of the French elections next Sunday. Thus, in the STOXX 600 all sectors with the exception of Technology rose, led by Autos (following the initial talks between the EU and China on the electric vehicle import tariffs) and Banks. On the macro side...
NEWS SUMMARY: ACERINOX, AEDAS HOMES, CELLNEX, ELECTRICITY SECTOR, REDEIA, TELEFÓNICA. Markets back in the red It was a session of corrections at both sides of the Atlantic, with sovereign yields widening significantly and with the Ibex below 11,200 points. Thus, in the STOXX 600, all sectors saw drops, led by Basic Resources and Utilities vs. Retail and Insurance that were the best relative performers. On the macro side, in the euro zone, M3 climbed in line with expectations for the fifth con...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACERINOX, AEDAS HOMES, CELLNEX, REDEIA, SECTOR ELÉCTRICO, TELEFÓNICA. Vuelta a los números rojos Jornada de caídas a ambos lados del Atlántico de la mano de unas rentabilidades soberanas que ampliaron con fuerza con el Ibex cayendo por debajo de los 11.200 puntos. Así, en el STOXX 600 todos los sectores cayeron, liderados Recursos Básicos y Utilities frente a Retail y Seguros que protagonizan el mejor comportamiento relativos. Desde el lado macro, ...
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...
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...
4Q'23 vs. 4Q'22 Results EBITDA: € 324.0 M (+5.2% vs. +4.5% BS(e) and +9.4% consensus); Net Profit: € 154.0 M (+36.3% vs. +25.7% BS(e) and +1.8% consensus); FY2023 vs. FY2022 Results EBITDA: € 1.507 Bn (+1.1% vs. +0.9% BS(e) and +1.9% consensus); Net Profit: € 689.6 M (+3.9% vs. +2.0% BS(e) and -2.0% consensus);
Rdos. 4T'23 vs 4T'22: EBITDA: 324,0 M euros (+5,2% vs +4,5% BS(e) y +9,4% consenso); BDI: 154,0 M euros (+36,3% vs +25,7% BS(e) y +1,8% consenso); Rdos. 2023 vs 2022: EBITDA: 1.507 M euros (+1,1% vs +0,9% BS(e) y +1,9% consenso); BDI: 689,6 M euros (+3,9% vs +2,0% BS(e) y -2,0% consenso);
NEWS SUMMARY: REDEIA, TELEFÓNICA. Overbuying starts to correct following another session of risk aversion European markets saw another session of profit taking at the start of the year, where this time cyclical stocks were hit the hardest. In the STOXX 600, the sectors rising the most were defensive ones like Household Goods, Pharma and Food, whereas cyclical sectors like Financial Services, Retail and Consumer Goods fell the most (more than -2.0%). On the macro side, in Spain the number of un...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: REDEIA, TELEFÓNICA. EUROPA: N/A. La sobrecompra se va corrigiendo tras una nueva sesión de aversión al riesgo Las bolsas europeas vivieron otra nueva sesión de recogida de beneficios en el comienzo de año donde esta vez los valores cíclicos sufrieron el mayor castigo. En el STOXX 600, los sectores que más subieron fueron los defensivos como Hogar (Distribución), Farma y Alimentación mientras que los cíclicos como S. Financieros, Retail y B. de Consu...
NEWS SUMMARY: AMADEUS, BANKING SECTOR, FERROVIAL, METROVACESA, REDEIA. The stock market saves the week of Central banks It was a week of gains for European stock markets where the market reinforced its bet on early and aggressive rate cuts after the Fed’s pivot point. In the STOXX 600, the best-performing sectors last week were bond proxies such as Real Estate and Construction (given the weight of concession groups) vs. defensive segments such as Telecommunications and Financials and Insurance...
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