INFORME DIARIO 30 MARZO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AENA, ENCE, SECTOR ELÉCTRICO. EUROPA: AIRBUS.El mercado se carga de optimismo
Las bolsas europeas cerraron con fuertes ganancias después de que Rusia anunciase en las negociaciones en Turquía el freno de la ofensiva y se dejase la puerta abierta a una posible negociación directa entre Putin y Zelenski. La idea sería que Rusia permitiría la entrada de Ucrania en la UE si renuncian a la OTAN. El escepticismo a esta oferta sigue siendo elevado. Por otro lado se mantiene la disputa entre Rusia y la UE sobre en qué divisa pagar el suministro de gas, lo que aumenta el riesgo de interrupción del suministro. Con todo lo anterior, casi todos los sectores del Euro STOXX cerraron con ganancias, lideradas por Bancos y Autos. En cambio, Energía y R. Básicos terminaron con correcciones cercanas al -1%. En cuando a datos macro, en España las ventas al por menor de febrero se moderaron ligeramente más de lo esperado. En EE.UU. Harker de la Fed se mostró a favor de subir tipos más rápido de lo esperado y comenzar la reducción del balance más pronto que tarde.
Qué esperamos para hoy
Las bolsas europeas abrirían con ligeras caídas. En estos momentos, los futuros del S&P cotizan con caídas del -0,18% (el S&P 500 termino ayer con avances del +0,46% con respecto al nivel al que estaba al cierre de las bolsas europeas). La volatilidad en EE.UU. bajó (VIX 18,90). Los mercados asiáticos cotizan mixtos (CSI 300 chino +2,16%, Nikkei de Japón -1,6%).
Hoy en España y Alemania la inflación de marzo. En la Eurozona el índice de clima económico de marzo. En EE.UU. la encuesta de empleo privado ADP de marzo. Comparecencia de C. Lagarde. En subastas: Italia (6.500 M euros en bonos 2027 y 2032).
Aena SME SA, formerly Aena SA, is a Spain-based company primarily engaged in the airports operation. Its activities are divided into four segments: Airports, which comprises Aeronautical subdivision, responsible for the management of airports, jetways, security, handling, cargo and fuel services, among others, as well as Commercial subdivision, including duty-free and specialty stores, restaurant services, car rental, as well as banking services and advertising; Services outside the terminal, which manages real estate assets, such as parking lots, warehouses and lands; International, which comprises operations of Company's subsidiary, Aena Desarrollo Internacional SA, that invests in other airport owners principally in Mexico, Colombia and the United Kingdom; and Others, encompassing corporate activities. It manages tourism, hub and regional airports, as well as heliports and general aviation areas. Furthermore, its destination range comprises Europe, the Americas, Asia and Africa.
Airbus is an European Aeronautic Defense and Space company whose core business is the manufacturing of commercial aircraft, civil and military helicopters, commercial space launch vehicles, missiles, military aircraft, satellites and defense systems and defense electronics and the rendering of services related to these activities. Co. organizes its businesses into the following five operating divisions: Airbus Commercial, Airbus Military, Eurocopter, Cassidian and Astrium. In addition, Co.'s Other Businesses division engages in the development, manufacturing, marketing and sale of regional turboprop aircraft and aircraft components.
Ence Energia Y Celulosa is engaged in the manufacture and commercialization of wood pulp and derivatives. Co. divides its activities into the following two business lines: Forest Division: Co. manages timberlands in South America and the Iberian Peninsula. Co. is involved in trading of wood, and supplies solid wood products including: plywood, sawn timber, parquet flooring and glued-edge paneling. Co. is involved in forest and environmental consulting. Pulp Division and Energy Production: Co. is engaged in the production of Eucalyptus globulus-based TCF and ECF paper pulp. Co. is also involved in the generation of electricity through biomass power producing plants.
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