Companies

Companies, Relevant News Item 24th July 2025

Repsol exceeds consensus and fulfils commitments: earns €603 million and announces €350-million share buyback programme

Renta 4 | Repsol (REP) has published its results for Q2 2025, significantly exceeding our estimates and those of the consensus, both in EBIT (up 16% versus consensus) and in adjusted earnings (up 41% versus consensus), recording declines of 19% year-on-year and 18% year-on-year, respectively, reflecting the volatile environment of the quarter, with lower realisation prices for crude oil offset by higher gas prices in upstream and where the industrial…

Companies, Ibex 24th July 2025

Rental income from Inmobiliaria Colonial’s French subsidiary rises to €123 million; Colonial’s rental income could reach €197 million, up 3%

Intermoney | SFL, the French subsidiary of Inmobiliaria Colonial (COL) (Buy, Target Price €8.5/share), reported its H1 2025 figures on Wednesday after the market closed. Rental income rose by 1% in equivalent terms to €123 million, in line with Intermoney’s expectations for Colonial. Compared to the figure reported a year ago, rental income fell by 3% due to asset sales. The 1% growth is divided between a 5% decline due…

Companies 23rd July 2025

Banco Sabadell says TSB final sale price to be adjusted to tangible book value between initial price date and transaction’s closing date

Link Securities | In relation to the sale of TSB Banking Group plc and the proposed distribution of an extraordinary dividend conditional upon the closing of such sale, decisions which are subject to the Extraordinary General Shareholders’ Meetings called for 6 August 2025, the Spanish National Securities Market Commission has requested certain clarifications in relation to some aspects covered in the information made available by Banco Sabadell. In this regard,…

Companies 23rd July 2025

Metrovacesa reports weak results with deliveries below expectations but reiterates 2025 targets

Renta 4 | Metrovacesa (MVC) has reported weak results for Q2 25-H1 25, with figures below our estimates as a result of lower-than-expected deliveries. In this regard, Metrovacesa is proceeding with the delivery of 177 homes in Q2 2025, compared to Renta 4’s estimate of 230 homes (delivery of 423 homes in H1 2025 versus 675 in H1 2024 and versus Renta 4’s estimate of 476). The average price of…

Companies, Relevant News Item 23rd July 2025

ACS wins contract for data centres in US worth over €5 billion

Intermoney | ACS (ACS) (Buy, Target Price €63) has, through its US subsidiary Turner, secured a contract with US AI giant CoreWeave to build a data centre complex in the state of Pennsylvania, involving a total investment of around €5.2 billion, according to Expansión newspaper. Turner is partnering with local company Wohlsen on this contract. The two partners will build a facility with an initial capacity of 100 MW, expandable…

Companies, Ibex 22nd July 2025

Laboratorios Rovi’s gross margin could reach 63% thanks to lower raw material costs and higher sales of Okedi

Renta 4 | Laboratorios Rovi (ROVI) will publish its Q2 2025 results on Thursday 24 July at 10 a.m. We expect some improvement on the figures recorded in the previous quarter, although it is true that the year-on-year comparison in this second quarter is much more challenging, and in this regard, Rovi will present figures that, at first glance, appear worse. Thus, we expect Rovi to report revenues of €160…

Companies, Relevant News Item 22nd July 2025

Competition Authority approves merger of Ercros and Esseco, under certain conditions

Link Securities | The Spanish National Markets and Competition Commission (CNMC) has authorised the acquisition of Ercros by Esseco on condition that the buyer terminates key agreements with the Korean group UNID and avoids exclusivity agreements with distributors of potash products, according to a report yesterday in the online newspaper elEconomista.es. The transaction, notified on 28 June 2024 and authorised in the second phase, consists of the acquisition of sole…

Companies, Ibex 22nd July 2025

BBVA delays presentation of takeover bid for Banco Sabadell until September

Renta 4 | BBVA (BBVA) has confirmed that the acceptance period will begin in early September. The aim is for the prospectus to include both the results for the first half of 2025 and those of the Extraordinary General Shareholders’ Meeting of Banco Sabadell (SAB), where the sale of TSB and the distribution of the extraordinary dividend of €0.5 per share will be submitted for approval. Assessment: This decision avoids…

Companies, Ibex 22nd July 2025

Puig chairman not ruling out share buyback to boost stock market value

Link Securities | As explained on Monday by Marc Puig, president and CEO of fragrance company Puig Brands (PUIG), in an interview with Bloomberg, Puig does not rule out a share buyback to boost its stock market value. ‘Over time, we will consider whether it is appropriate to take measures to help investors who have invested in the shares to obtain the value they believe they deserve,’ said Marc Puig,…

Companies, Relevant News Item 21st July 2025

Indra signs agreement with Finnish company Bittium to guarantee European sovereignty over critical Software-Defined Radio technology

Link Securities | The Spanish company and Bittium have signed a memorandum of understanding to cooperate in the development of Software Defined Radio (SDR) solutions, a key technology in defence modernisation, according to the digital portal Bolsamania.com. The aim of the agreement is to explore technology transfer from Bittium, while Indra will contribute its extensive experience and expertise in the field of SDR systems and waveforms. In addition, it will…

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