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Research Department
- Research Department
Luis Arredondo
- Luis Arredondo
HIGHWAYS SECTOR REPORT: PROVEN RESILIENCE AGAINST AN ADVERSE MACRO BAC...
Proven resilience in an adverse macro scenario. In spite of the current scenario of rate hikes, we maintain a positive stance on the sector in view of its capacity to pass on inflationary pressures and the defensive nature of its business (historically resilient to cycles). We maintain our positive view on SCYR bearing in mind its higher upside potential (T.P. € 3.25/sh.; +15% upside) and a number of catalysts in the short term that should also improve its risk profile. As for FER (T.P. € 30.00/...
Luis Arredondo
- Luis Arredondo
INFORME SECTORIAL AUTOPISTAS: RESILIENCIA DEMOSTRADA ANTE UNA MACRO AD...
Resiliencia demostrada ante una macro adversa. A pesar del entorno de subidas de tipos mantenemos una visión positiva sobre el sector dada su capacidad para trasladar presiones inflacionistas y el carácter defensivo de su negocio (históricamente resiliente a ciclos). Seguimos positivos en SCYR por su mayor potencial por valoración (P.O. 3,25 euros/acc.; +15% potencial) y la presencia de catalizadores a corto plazo que deberían mejorar su perfil de riesgo (ventas de servicios y algunas concesion...
Research Department
- Research Department
INFORME DIARIO 06 FEBRERO + RDOS. ESPAÑA Y EUROPA 4T’22. IDEAS DESTACA...
COMPAÑÍAS QUE APARECEN EN EL INFORME. ESPAÑA: CAF, SECTORIAL AUTOPISTAS, SIEMENS GAMESA. EUROPA: INTESA SANPAOLO 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’22 que se publicarán en España y Europa en los próximos días. Otra semana de avances Los mercados reaccionaron positivamente a la semana de los Bancos Centrales, interpretando que el final d...
Research Department
- Research Department
IBERIAN DAILY 06 FEBRUARY + 4Q’22 RESULTS. HIGHLIGHTS AND PREVIEWS (AN...
NEWS SUMMARY: CAF, HIGHWAY SECTOR, SIEMENS GAMESA. 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 4Q’22 results to be released over the coming days in Spain. Stock markets end the week with gains once again Stock markets performed well during a week marked by central banks meetings, pricing in that the end of rate hikes is getting closer and ignoring the hawkish messages conve...
