COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ENAGÁS, NATURGY, PUIG BRANDS. Trump provoca el rebote Giro al alza en las bolsas europeas y a la baja en el petróleo, después de que D. Trump aplazase cinco días los ataques contra las centrales eléctricas iraníes y advirtiese que las negociaciones van bien encaminadas, sugiriendo que pronto se podría poner fin al conflicto bélico. Sin embargo, el ministerio de exteriores iraní desmintió cualquier tipo de conversación como lo hizo también el influy...
NEWS SUMMARY: ENAGÁS, NATURGY, PUIG BRANDS. Trump causes a rally European stock markets rallied and oil prices fell after Trump halted attacks on Iranian electricity plants for five days and stated that negotiations are progressing well, suggesting that the war could end soon. However, the Iranian foreign minister denied any type of talks, as well as the president of the Iranian Parliament, Mohammad-Bagher Ghalibaf, who would maintain talks in Pakistan. With all this in mind, the STOXX 600 ros...
Geopolitical risk has resurfaced, but the nearterm impact on European listed real estate remains contained. Rising energydriven inflation and rates are driving greater dispersion and sharpening the focus on balancesheet quality, while MIPIM 2026 highlighted a pragmatic investor approach. In this report, we adjust target prices and refresh our top picks, removing CTP and adding Irish Residential REIT. Geopolitics and energy: duration matters more than headlines
NEWS SUMMARY: BBVA, NEINOR HOMES, REPSOL. Volatility reigns European stock markets were back in the red, with oil prices continuing to climb in a session marked by the growing tensions between Iran and the US/Israel. In the STOXX 600, Technology and Media led the advances, with Household Goods and Basic Materials showing the worst relative performance. On the macro side, in the euro zone January’s retail sales rose more than expected (YoY). The ECB meeting minutes welcomed the solid inflation ...
Neinor Homes successfully completes acquisition of AEDAS, reaching c.97% ownership and consolidates Spanish National Champion Neinor Homes successfully completes acquisition of AEDAS, reaching c.97% ownership and consolidates Spanish National Champion Madrid, 5 March, 2026 – Neinor Homes (“Neinor”), Spain’s leading listed residential developer, announces the successful completion of the acquisition of AEDAS Homes (“AEDAS”), having increased its ownership to 96.83% through the mandatory tender offer. In December 2025, Neinor acquired a 79.20% controlling stake in AEDAS through the voluntar...
NEWS SUMMARY: NATURGY, REPSOL. Sales prevailed with the exception of crude oil Most global indices saw significant corrections (to a slightly lesser extent in the US) amid fears about a greater conflict in the Middle East. Corrections in Europe exceeded -4%, with the Ibex ending below 17,000 points. In the STOXX 600, all sectors ended with drops, led by Banks and Insurance vs. the better relative performance of Energy (the only industry not falling last Monday) and Telecoms. On the macro side...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: REPSOL EUROPA: ADIDAS, BAYER, PROSUS 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. Oleada de ventas donde sólo se salvó el crudo Jornada de fuertes caídas en la mayoría de los índices mundiales (algo más contenidas en EE.UU.), con el temor a ...
NEWS SUMMARY: NATURGY. The Middle East war shakes stock markets March kicked off with high volatility in risk assets after the joint attack of the US on Iran last weekend. The Ibex saw a correction of around -3%, falling below 18,000 points. In the STOXX 600, all sectors with the exception of Energy ended with drops, led by Autos and Consumer Goods. On the macro side, in the euro zone February’s final PMI confirmed the preliminary data of 50.8, whereas in Spain it climbed more than expected to...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: NATURGY. 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. La guerra en Oriente Medio sacude las bolsas Marzo empieza con una elevada volatilidad en los activos de riesgo tras el ataque conjunto de EE.UU. a Irán durante el fin de semana. El Ibex...
Neinor, 지난 10년간 스페인 주거용 부문 최대 규모 M&A 실행 후 FY25 순이익 1억2,200만 유로 기록 마드리드, Feb. 27, 2026 (GLOBE NEWSWIRE) -- Neinor Homes(“Neinor”)는 2025 회계연도(FY25)를 우수한 운영 및 재무 성과로 마무리했다. FY25 동안 AEDAS 지분 79.2% 인수에 따른 영향을 제외하고, Neinor는 총 2,901가구의 주택을 공증 완료했으며, 이 중 1,891가구는 완전 소유 포트폴리오에 해당하고 1,010가구는 자산 관리 사업 부문에 해당한다. 2025년 총 매출은 6억9,700만 유로를 기록했다. Neinor Homes의 최고경영자(CEO) 보르하 가르시아-에고체아가(Borja García-Egotxeaga)는 “이번 해는 Neinor에 있어 전환점이 된 해였다. 우리는 운영 성과에서 기대를 뛰어넘었고, 재무구조를 강화했으며, 지난 10여 년간 스페인에서 가장 큰 규모의 주거용 거래를 성사시켜 명실상부한 전국 대표 기업으로 자리매김했다”고 말했다. 그는 이어 “AI와 기술 변화로 시장이 재편되는 시기에 투자자들은 안정적이고 지속적인 수익을 창출하는 실물 자...
Neinor mencatatkan Pendapatan Bersih FY25 sebanyak €122 juta selepas melaksanakan urus niaga M&A terbesar dalam sektor kediaman Sepanyol sepanjang dekad lalu MADRID, Feb. 27, 2026 (GLOBE NEWSWIRE) -- Neinor Homes (“Neinor”) menutup Tahun Kewangan 2025 (FY25) dengan prestasi operasi dan kewangan yang cemerlang. Sepanjang FY25 dan tanpa mengambil kira kesan daripada pemerolehan 79.2% pegangan dalam AEDAS, Neinor telah memuktamatkan secara notari sejumlah 2,901 unit perumahan, yang mana 1,891 adalah daripada portfolio milikan penuh dan 1,010 daripada perniagaan Pengurusan Aset. Jumlah hasil ...
Neinor registra lucro líquido de € 122 milhões no AF25 após executar o maior M&A em residencial espanhol da última década MADRI, Feb. 27, 2026 (GLOBE NEWSWIRE) -- A Neinor Homes (“Neinor”) encerrou o AF25 com destaques nos resultados operacionais e financeiros. Durante o AF25, mas excluindo o impacto da aquisição de uma participação de 79,2% na AEDAS, a Neinor registrou um total de 2.901 unidades habitacionais, das quais 1.891 correspondem ao portfólio integralmente detido e 1.010 ao negócio de Gestão de Ativos. A receita total de 2025 atingiu € 697 milhões. Borja García-Egotxeaga, CEO ...
Neinor 在完成西班牙住宅市场近十年来规模最大的并购交易后,于 2025 财年录得 1.22 亿欧元净利润 马德里, Feb. 27, 2026 (GLOBE NEWSWIRE) -- Neinor Homes(简称“Neinor”)2025 财年运营与财务业绩表现亮眼。 2025 财年中,若剔除收购 AEDAS 79.2% 股权的影响,Neinor 共完成 2,901 套住宅的公证交易,其中 1,891 套来自全资持有的资产组合,1,010 套来自资产管理业务。 2025 年全年总收入达 6.97 亿欧元。 Neinor Homes 首席执行官 Borja García-Egotxeaga 表示:“对 Neinor 而言,这是变革性的一年。 我们在运营层面表现出色,巩固了资产负债表,并完成了西班牙十余年来规模最大的住宅交易,从而确立了无可争议的行业领军地位。 在 AI 与技术变革重塑市场的当下,投资者正在寻求具备韧性、能够产生收益的实物资产。 西班牙住宅市场正面临结构性需求与供应受限的双重困境。 凭借规模优势、行业影响力以及严谨的执行力,Neinor 正在构建一个旨在引领本轮周期并创造长期股东价值的平台。” Neinor Homes 副首席执行官兼首席财务官 Jordi Argemí 表示:“2025 年展现了我们平台的财务实力与可扩展性。我们实现了业绩指引的上...
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.