reports
- 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
- Ignacio Romero
- Research Department
IBERIAN DAILY 28 MAY (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: AEDAS HOMES, FERROVIAL, NEINOR HOMES, REDEIA, TALGO. Debt truce and market rally The positive trend seen in stock markets in the last few weeks continued, with the Ibex lagging behind slightly. Thus, in the STOXX 600 most sectors ended with gains, led by Technology and Travel&Leisure vs. the slight drops of Construction and Utilities. On the macro side, in the euro zone, May’s economic confidence climbed more than expected although it continues to suggest weak GDP growth. In the U...
- Research Department
INFORME DIARIO 28 MAYO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AEDAS, FERROVIAL, NEINOR HOMES, REDEIA, TALGO. EUROPA: UNICREDIT Tregua en la deuda y mercados al alza Continuó ayer la tendencia positiva que las bolsas vienen mostrando en las últimas semanas con el Ibex esta vez algo más rezagado. En el STOXX 600 la mayoría de los sectores terminaron con ganancias, lideradas por Tecnología y Viajes&Ocio frente a las ligeras caídas de Construcción y Utilities. Por el lado macro, en la Eurozona la confianza económ...
Neinor completes strategic monetization of BTR portfolio, unlocking c....
Neinor completes strategic monetization of BTR portfolio, unlocking c.€325mn since 2023 Neinor Homes has sold five rental buildings, totalling 251 housing units for c.€50mn Since 2023, Neinor Homes has sold a total of 1,334 rental units, for c.€325mn with an attractive gross development margin of 24.8% After this disposal, Neinor has successfully concluded its objective to fully crystallize the value of its rental portfolio Including figures from 1Q25, Neinor pre-sold a total of 921 housing units in its strongest ever start of the year MADRID, May 12, 2025 - Neinor Homes (“Neino...
- Research Department
IBERIAN DAILY 12 MAY + 1Q’25 RESULTS. HIGHLIGHTS AND REST OF PREVIEWS ...
NEWS SUMMARY: ALMIRALL, CAIXABANK, IBERDROLA, INDRA, NEINOR, SANTANDER. 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’25 results to be released over the coming days in Spain. Stability returns to stock markets, nearing highs It was a week of gains for most European indices, with the market remaining confident in a prolonged de-escalation of the trade war. Thus, the Ibex r...
- Research Department
INFORME DIARIO 12 MAYO + RDOS. ESPAÑA Y EUROPA 1T’25. IDEAS DESTACADAS...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ALMIRALL, CAIXABANK, IBERDROLA, INDRA, NEINOR HOMES, SANTANDER. EUROPA: UNICREDIT. 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’25 que se publicarán en España y Europa en los próximos días. Vuelve la estabilidad y se acercan los máximos Semana de avances en la mayoría de índices europeos, con un merca...
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