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Stephane Beyazian
  • Stephane Beyazian
Stephane Beyazian
  • Stephane Beyazian
James Ratzer
  • James Ratzer

Deutsche Telekom (Buy, €42, +35%) Q1 25: Shifting sands in the German...

DT’s results highlight slight shifts in the German market with changes afoot in the fixed and mobile markets.

Alvaro del Pozo
  • Alvaro del Pozo

DEUTSCHE TELEKOM: RDOS. 1T’25 (ANÁLISIS BANCO SABADELL)

Rdos. 1T'25 vs 1T'24: Ventas: 29.800 M euros (+6,6% vs +7,2% BS(e) y +6,3% consenso); EBITDA: 11.300 M euros (+7,9% vs +7,7% BS(e) y +6,1% consenso).

Jan Frederik Slijkerman ... (+5)
  • Jan Frederik Slijkerman
  • Jeroen van den Broek
  • Jesse Norcross
  • Nadège Tillier
  • Timothy Rahill

Coffee, Croissants & Credit/CEZ, Engie, National Grid, Unibail, Icade,...

Utilities - CEZ: Good 1Q25 but lower FY25 guidance. Engie: 1Q25 results and guidance flat; we remain neutral. National Grid: Yearly results show strong growth

Research Department
  • Research Department

INFORME DIARIO 15 MAYO (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACCIONA, ACCIONA ENERGÍA, ENAGÁS. EUROPA: ALLIANZ, DEUTSCHE TELEKOM, SIEMENS. El Ibex sigue imparable Pese a ser una jornada de caídas en la mayoría de las bolsas europeas Italia y España sumaron otra sesión más al alza con el Ibex superando la barrera de los 13.800 puntos. En el STOXX 600 la mayoría de sectores (15/20) cerraron con pérdidas, lideradas por B. de Consumo y Farma frente a Construcción y Bancos que fueron los que más subieron. Por el ...

Axa: 1 director

A director at Axa sold 10,000 shares at 41.370EUR and the significance rating of the trade was 55/100. 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 clearly showing Clo...

Rafael Bonardell
  • Rafael Bonardell

MELIÁ HOTELS: 1Q’25 RESULTS (ANÁLISIS BANCO SABADELL)

1Q'25 vs. 1Q'24 Results Sales: € 441.1 M (+0.8% vs. +4.6% BS(e) and +4.4% consensus); EBITDA: € 91.0 M (-4.5% vs. +3.9% BS(e) and +3.2% consensus).

Rafael Bonardell
  • Rafael Bonardell

MELIÁ HOTELS: RDOS. 1T’25 (ANÁLISIS BANCO SABADELL)

Rdos. 1T'25 vs 1T'24: Ventas: 441,1 M euros (+0,8% vs +4,6% BS(e) y +4,4% consenso); EBITDA: 91,0 M euros (-4,5% vs +3,9% BS(e) y +3,2% consenso).

Research Department
  • Research Department

IBERIAN DAILY 09 MAY + 1Q’25 RESULTS. HIGHLIGHTS AND REST OF PREVIEWS ...

NEWS SUMMARY: CAF, CELLNEX, INMOBILIARIA COLONIAL, MELIÁ. 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. Euro STOXX 50 nearing April highs European stock markets rose following the Fed meeting and progress made in tariff matters. In the STOXX 600, the best-performing sectors were Industrials and Technology, whereas d...

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