reports
- Research Department
IBERIAN DAILY 06 JUNE (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: ELECTRICITY SECTOR, INDITEX. IBEX reaches 14,200 Stock markets ended stable in a session in which the ECB followed the expected script. In the STOXX 600, the best-performing sectors were cyclicals like Basic Materials and Construction, whereas Consumer Goods and Chemicals ended with the biggest drops. On the macro side, in Germany industrial orders rose unexpectedly in April. In the euro zone, the June ECB meeting brought a -25bps rate cut, as expected, and C. Lagarde suggested th...
- Research Department
INFORME DIARIO 06 JUNIO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: INDITEX, SECTOR ELÉCTRICO. EUROPA: AIRBUS, KERING. El Ibex alcanza los 14.200 puntos Las bolsas terminaron estables en una sesión en que el BCE cumplió con el guion esperado. En el STOXX 600 los mejores sectores fueron cíclicos como R. Básicos y Construcción, mientras que B. Consumo y Químicas terminaron con las mayores cesiones. Por el lado macro, en Alemania los pedidos industriales sorprendieron avanzando en abril de forma inesperada. En la Euroz...
- Ahmed Ben Salem
- Bruno Cavalier
- Steven Boumans
TKA THYSSENKRUPP AG
EQNR EQUINOR ASA
MT ARCELORMITTAL SA
GALP GALP ENERGIA SGPS SA CLASS B
APAML APERAM SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
LI KLEPIERRE SA
COV COVIVIO SA
OUT1V OUTOKUMPU OYJ
GFC GECINA SA
SSAB A SSAB AB CLASS A
NXI NEXITY SA CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
FLY SOCIETE FONCIERE LYONNAISE SA
GYC GRAND CITY PROPERTIES SA
TNG TRANSGENE SA
MERY MERCIALYS SA
EVN EVN AG
SZG SALZGITTER AG
EL ESSILORLUXOTTICA SA
WHA WERELDHAVE N.V.
KCO KLOECKNER & CO SE
BLND BRITISH LAND COMPANY PLC
BRBY BURBERRY GROUP PLC
KOF KAUFMAN & BROAD SA
JCQ JACQUET METALS SA
KER KERING SA
ALTA ALTAREA SCA
VNA VONOVIA SE
VOE VOESTALPINE AG
ACX ACERINOX SA
ENI ENI S.P.A.
XIOR XIOR STUDENT HOUSING N.V.
ERA ERAMET SA
ICAD ICADE SA
01913 PRADA S.P.A.
REP REPSOL SA
BYG BIG YELLOW GROUP PLC
COFB COFINIMMO SA
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
MONC MONCLER SPA
CPINV CARE PROPERTY INVEST SA
SAFE SAFESTORE HOLDINGS PLC
ARG ARGAN SA
VGP VGP NV
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
DKG DEUTSCHE KONSUM REIT-AG
BP. BP P.L.C.
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
CTPNV CTP NV
SHEL SHELL PLC
ONE ONE UNITED PROPERTIES SA
TTS TRANSPORT TRADE SVCS
SHUR SHURGARD SELF STORAGE LIMITED
ATO ATOS SE
- Ahmed Ben Salem
- Bruno Cavalier
- Steven Boumans
TKA THYSSENKRUPP AG
EQNR EQUINOR ASA
MT ARCELORMITTAL SA
GALP GALP ENERGIA SGPS SA CLASS B
APAML APERAM SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
LI KLEPIERRE SA
COV COVIVIO SA
ROG ROCHE HOLDING LTD
OUT1V OUTOKUMPU OYJ
GFC GECINA SA
SSAB A SSAB AB CLASS A
NXI NEXITY SA CLASS A
NOVN NOVARTIS AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
FLY SOCIETE FONCIERE LYONNAISE SA
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
SZG SALZGITTER AG
EL ESSILORLUXOTTICA SA
WHA WERELDHAVE N.V.
KCO KLOECKNER & CO SE
BLND BRITISH LAND COMPANY PLC
BRBY BURBERRY GROUP PLC
KOF KAUFMAN & BROAD SA
JCQ JACQUET METALS SA
KER KERING SA
ALTA ALTAREA SCA
VNA VONOVIA SE
VOE VOESTALPINE AG
ACX ACERINOX SA
ENI ENI S.P.A.
XIOR XIOR STUDENT HOUSING N.V.
BAS BASF SE
SAN SANOFI
ICAD ICADE SA
01913 PRADA S.P.A.
REP REPSOL SA
BYG BIG YELLOW GROUP PLC
COFB COFINIMMO SA
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
MONC MONCLER SPA
CPINV CARE PROPERTY INVEST SA
SAFE SAFESTORE HOLDINGS PLC
ARG ARGAN SA
VGP VGP NV
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
NN NN GROUP N.V.
MERLIN MERLIN PROPERTIES SOCIMI S.A.
DKG DEUTSCHE KONSUM REIT-AG
AZN ASTRAZENECA PLC
BP. BP P.L.C.
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
WDP WAREHOUSES DE PAUW SCA
DSY DASSAULT SYSTEMES SA
ECMPA EUROCOMMERCIAL PROPERTIES NV
CTPNV CTP NV
SHEL SHELL PLC
ONE ONE UNITED PROPERTIES SA
GSK GSK PLC
SHUR SHURGARD SELF STORAGE LIMITED
H2O HIDROELECTRICA S.A.
NOVO B NOVO NORDISK A/S
- Florent Laroche-Joubert
- Roy Külter
- Steven Boumans
COV COVIVIO SA
GFC GECINA SA
NXI NEXITY SA CLASS A
FLY SOCIETE FONCIERE LYONNAISE SA
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
KOF KAUFMAN & BROAD SA
ALTA ALTAREA SCA
VNA VONOVIA SE
XIOR XIOR STUDENT HOUSING N.V.
ICAD ICADE SA
BYG BIG YELLOW GROUP PLC
COFB COFINIMMO SA
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
CPINV CARE PROPERTY INVEST SA
SAFE SAFESTORE HOLDINGS PLC
ARG ARGAN SA
VGP VGP NV
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
DKG DEUTSCHE KONSUM REIT-AG
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
CTPNV CTP NV
ONE ONE UNITED PROPERTIES SA
SHUR SHURGARD SELF STORAGE LIMITED
- Ignacio Romero
AEDAS HOMES: FY2024/25 RESULTS (ANÁLISIS BANCO SABADELL)
4Q'24 vs. 4Q'23 Results Sales: € 671.0 M (-4.2% vs. -5.8% BS(e)); EBITDA: € 111.0 M (-14.3% vs. -14.3% BS(e)). FY2024 vs. FY2023 Results: Sales: € 1.16 Bn (+1.0% vs. 0.0% BS(e)); EBITDA: € 164.0 M (-5.2% vs. -5.2% BS(e)); Net Profit: € 150.0 M (+37.6%).
- Emmanuel Matot
MT ARCELORMITTAL SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
VAC PIERRE & VACANCES SA
SSAB A SSAB AB CLASS A
SZG SALZGITTER AG
VOE VOESTALPINE AG
ACX ACERINOX SA
ERA ERAMET SA
SOI SOITEC SA
NDA AURUBIS AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
EDR EDREAMS ODIGEO SA
RIO RIO TINTO PLC
BHP BHP GROUP LTD
AMAG AMAG AUSTRIA METALL AG
AEDAS AEDAS HOMES SA
FERGR FERRARI GROUP PUBLIC LIMITED COMPANY
- Emmanuel Matot
MT ARCELORMITTAL SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
VAC PIERRE & VACANCES SA
SSAB A SSAB AB CLASS A
SZG SALZGITTER AG
VOE VOESTALPINE AG
ACX ACERINOX SA
ERA ERAMET SA
SOI SOITEC SA
NDA AURUBIS AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
EDR EDREAMS ODIGEO SA
RIO RIO TINTO PLC
BHP BHP GROUP LTD
AMAG AMAG AUSTRIA METALL AG
AEDAS AEDAS HOMES SA
FERGR FERRARI GROUP PUBLIC LIMITED COMPANY
- Florent Laroche-Joubert
- Manuel Martin
- CEFA
- CREA
- Florent Laroche-Joubert
- Manuel Martin
- CEFA
- CREA
- Ignacio Romero
AEDAS HOMES: RDOS. 2024/25 (ANÁLISIS BANCO SABADELL)
Rdos. 4T'24 vs 4T'23: Ventas: 671,0 M euros (-4,2% vs -5,8% BS(e)); EBITDA: 111,0 M euros (-14,3% vs -14,3% BS(e)). Rdos. 2024 vs 2023: Ventas: 1.156 M euros (+1,0% vs 0,0% BS(e)); EBITDA: 164,0 M euros (-5,2% vs -5,2% BS(e)); BDI: 150,0 M euros (+37,6%).
- Research Department
IBERIAN DAILY 29 MAY (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: AEDAS HOMES, NATURGY, REPSOL. Market consolidation European stock markets saw slight drops following the gains from the last few days, with the Ibex remaining above 14,100 points despite leading corrections. Thus, in the STOXX 600 Real Estate, Autos and Energy were the only sectors ending in positive territory vs. the bigger losses of Retail and Basic Resources. On the macro side, in Germany the number of unemployed rose significantly in April although the unemployment rate remain...
- Research Department
INFORME DIARIO 29 MAYO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AEDAS HOMES, NATURGY, REPSOL. Consolidación de niveles Leves caídas en los mercados europeos tras los rebotes de los últimos dos días, con el Ibex soportado por encima de los 14.100 puntos a pesar de ser el peor índice del día. En el STOXX 600 tan sólo Inmobiliario, Autos y Energía terminaron con ganancias, frente a las mayores caídas de Retail y R. Básicos. Por el lado macro, en Alemania el número de parados repuntó con fuerza en abril frente a lo...
- Emmanuel Matot
RCO REMY COINTREAU SA
DBG DERICHEBOURG SA
AUB AUBAY SA
ELIS ELIS SA
POS PORR AG
SOI SOITEC SA
COR CORTICEIRA AMORIM SGPS SA
PAL PALFINGER AG
UBS UBM DEVELOPMENT AG
CCC CCC SA
SNG SOCIETATEA NATIONALA DE GAZE NATURALE ROMGAZ SA
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
AEDAS AEDAS HOMES SA
- Emmanuel Matot
RCO REMY COINTREAU SA
DBG DERICHEBOURG SA
AUB AUBAY SA
ELIS ELIS SA
POS PORR AG
SOI SOITEC SA
COR CORTICEIRA AMORIM SGPS SA
PAL PALFINGER AG
UBS UBM DEVELOPMENT AG
CCC CCC SA
SNG SOCIETATEA NATIONALA DE GAZE NATURALE ROMGAZ SA
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
AEDAS AEDAS HOMES SA
- Emmanuel Matot
- Martin Marandon-Carlhian
- Stephane Houri
- Emmanuel Matot
- Martin Marandon-Carlhian
- Stephane Houri
- Florent Laroche-Joubert
- Manuel Martin
- CEFA
- CREA
- Florent Laroche-Joubert
- Manuel Martin
- CEFA
- CREA
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