COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: IBERDROLA, INDITEX. 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’24 que se publicarán en España y Europa en los próximos días. Trump aumenta los aranceles y pasa factura a la complacencia en Europa Nueva jornada de caídas a ambos lados del Atlántico tras el nuevo anuncio de D. Trump que duplicaría los ...
NEWS SUMMARY: IBERDROLA, INDITEX. Trump raises tariffs and takes a toll on Europe’s complacence Another session of drops on both sides of the Atlantic after Trump’s new announcement ensuring he will double tariffs on steel and aluminium from Canada to 50% starting today. In the STOXX 600, all the sectors ended in the red, led by Travel & Leisure and Pharma, with Utilities and Energy the best performers. On the macro side, in the US February’s NFIB SME confidence fell more than expected, but fo...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AEDAS, IBERDROLA. EUROPA: VOLKSWAGEN. 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’24 que se publicarán en España y Europa en los próximos días. Trump no descarta una recesión en EE.UU. Comenzó la semana en Europa con pérdidas cercanas al -1,20%, penalizadas por la amenaza de recesión en EE.UU. y con ...
NEWS SUMMARY: AEDAS HOMES, IBERDROLA. Trump not ruling out a recession in the US The week kicked off in Europe with losses of close to -1.2%, hit by the threat of a recession in the US and with the Nasdaq technology index falling by as much as -4.0%. In the STOXX 600, Autos and Utilities led the gains, with Technology (biggest rout in the past five months) and Banks falling the most. On the macro side, in Europe March’s Sentix index recovered more than expected, although still in negative terr...
A director at Iberdrola S.A. sold 4,045,541 shares at 13.654EUR and the significance rating of the trade was 75/100. 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 the last two years clear...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CAF, IBERDROLA, INDRA. EUROPA: ALLIANZ, BAYER 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’24 que se publicarán en España y Europa en los próximos días. Las bolsas se mueven entre los aranceles y los planes fiscales Semana cargada de volatilidad tras el repunte histórico de la rentabilidad del bono ale...
NEWS SUMMARY: CAF, IBERDROLA, INDRA. Stock markets driven by tariffs and fiscal plans It was a highly volatile week following the historical rise in the German bond yield and fears of a downturn in the US, not only due to the macro data but also the impact from the tariff war. In the STOXX 600, the best-performing sectors were Chemicals and Construction, whereas Real Estate and Consumer Goods suffered the biggest drops. On the geopolitical front, Putin seems willing to sign a temporary ceasefi...
4Q'24 vs. 4Q'23 Results EBITDA: € 3.579 Bn (-1.5% vs. -3.2% BS(e) and -3.2% consensus); Net Profit: € 141.0 M (-87.9% vs. -91.9% BS(e) and -91.9% consensus); FY2024 vs. FY2023 Results EBITDA: € 16.848 Bn (+16.9% vs. +16.3% BS(e) and +16.3% consensus); Net Profit: € 5.612 Bn (+16.8% vs. +15.8% BS(e) and +14.9% consensus);
Rdos. 4T'24 vs 4T'23: EBITDA: 3.579 M euros (-1,5% vs -3,2% BS(e) y -3,2% consenso); BDI: 141,0 M euros (-87,9% vs -91,9% BS(e) y -91,9% consenso); Rdos. reportados 2024 vs 2023: EBITDA: 16.848 M euros (+16,9% vs +16,3% BS(e) y +16,3% consenso); BDI: 5.612 M euros (+16,8% vs +15,8% BS(e) y +14,9% consenso);
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