INFORME DIARIO 16 JUNIO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AEDAS, CAIXABANK, CAMBIOS IBEX, NEINOR, SECTOR ELECTRICO ESPAÑA, TELEFÓNICA. EUROPA: KERING, UNICREDIT.La tensión geopolítica en Oriente Medio frena la subidas de las bolsas
El acuerdo comercial entre EE.UU. y China y los buenos datos de inflación en EE.UU. se vieron ensombrecidos por el incremento de las tensiones geopolíticas entre Irán e Israel. En el STOXX 600 los mejores sectores y los únicos en positivo fueron Energía, Utilities y Farma, frente a Servicios Financieros y Telecomunicaciones que fueron los que más cayeron. Por el lado macro, la inflación final en España de mayo se moderó menos de lo esperado al igual que la subyacente (+2,2% vs +2,15% y esperado y 2,4% anterior). En la Eurozona la producción industrial de abril se contrajo más de lo esperado y la balanza comercial de abril redujo el superávit más de lo esperado por impacto comercial. En EE.UU. la confianza del consumidor de la universidad de Michigan de junio subió más de lo esperado. Por su parte. D. Trump suspendió la detención de inmigrantes en la hostelería y agricultura. En China la M2, la financiación total, los nuevos préstamos y la producción industrial avanzaron en mayo menos de lo esperado mientras que las ventas al por menor repuntaron más de lo previsto. En geopolítica. EE.UU. evitó que Israel eliminara al líder supremo iraní A. Khamenei y no descartó verse involucrado en el conflicto.
Qué esperamos para hoy
Las bolsas europeas abrirían con ligeras caídas que irían diluyéndose a lo largo de la sesión. En estos momentos, los futuros del S&P 500 cotizan con subidas +0,2% (el S&P 500 terminó el viernes con caídas del -0,8% con respecto al nivel al que estaba al cierre de las bolsas europeas). Los mercados asiáticos cotizan con subidas (CSI 300 chino +0,1%, Nikkei de Japón +1,2%). Hoy en EE.UU. el Indice Manufacturero Empire de junio.
Aedas Homes is engaged in the housing development business in Spain. The company has a portfolio of approximately 1.5 million square meters of land that it develops for residential purpose. Co. develops multifamily homes for the housing market in Madrid, Catalonia, Levante and Majorca, Costa del Sol and Seville.
Caixabank is an investment company based in Spain. Co. is involved in investment portfolio management activities across two areas: Services and Financial Business and Insurance. In the services area, Co. provides investment solutions for companies involved in the infrastructure, energy, services and entertainment sectors. In the financial business and insurance area, Co. is engaged in the investments for international banks, insurance and specialist financial services. Co. focuses most of its banking investments in India, China, the U.S., and Central and Eastern Europe with a particular interest in retail banking. Co. is also involved in the disinvestments activities.
Kering is engaged in the retail industry, particularly luxury fashion brands. Co.'s operations can be divided into two segments: Luxury and Sport & Lifestyle divisions. The Luxury division includes brands such as Gucci, Bottega Veneta, Yves Saint Laurent, Balenciaga, Boucheron, Sergio Rossi, Alexander McQueen, Girard-Perregaux & JeanRichard, & Stella McCartney. In addition, Co. offers Leather Goods, Shoes, Ready-to-wear, Watches, and Jewelry & Other products. The Sport & Lifestyle division designs & develops footwear, apparel & accessories and includes brands like Puma, Volcom and Electric among others.
Neinor Homes SA, formerly Neinor Homes SLU, is a Spain-based company engaged in the real estate sector. The Company focuses on the design, construction and promotion of residential properties. It develops housing projects in various Spanish cities, such as Malaga, Madrid, Barcelona, Cordoba, Vizcaya, Alicante, Almeria and Gerona.
Telefonica is engaged in the provision of public or private telecommunications services, including ancillary or complementary telecommunications services or related services. Co.'s fixed business includes: traditional fixed telecommunication services, Internet and broadband multimedia services, data and business-aplications services, and wholesale services for telecommunication operators. Co. also provides a range of mobile and related services and products to consumer and business customers, including mobile voice services, value added services, mobile data and Internet services, wholesale services, corporate services, roaming, fixed wireless, and, trunking and paging.
Unicredit is a pan-European commercial banking group based in Italy. Co. is engaged in the provision of in-branch and online corporate and investment banking services, providing customers with access to banks in 14 core markets as well as to an another 18 countries worldwide. Co.'s operations are organized along six business lines: Commercial Banking Italy; CEE Division; CIB; Commercial Banking Germany; Commercial Banking Austria; and Asset Gathering. Co.'s European banking network includes Italy, Germany, Austria, Bosnia and Herzegovina, Bulgaria, Croatia, Czech Republic, Hungary, Romania, Russia, Slovakia, Slovenia, Serbia and Turkey.
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