ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 05/15/2025

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 15/05/2025

Acciona Energia : Q1 2025 in line, minor adjustments but 2025 guidance confirmed

IBERIAN DAILY 16 JUNE (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: AEDAS HOMES, CAIXABANK, CHANGES IBEX, ELECTRICITY SECTOR, NEINOR HOMES, TELEFÓNICA. Geopolitical tensions in the Middle East halt stock market gains The trade agreement between the US and China, and the solid inflation data in the US, were overshadowed by the increased geopolitical tensions between Iran and Israel. In the STOXX 600, the best-performing sectors and the only ones in positive territory were Energy, Utilities and Pharma, with Financial Services and Telecoms falling the most. On the macro side, May’s final inflation in Spain fell less than expected, as did the core f...

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,...

IBERIAN DAILY 13 JUNE (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: ANNUAL SPANISH MARKET REPORT, ELECTRICITY SECTOR. Despite the corrections, the Ibex remains at 14,000 points Despite the trade agreement between the US and China, the 55% tariffs to the Asian country failed to provide optimism on Euroepan markets, hit this time by the increased geopolitical tensions in the Middle East. In the STOXX 600, the best-performing sectors were Energy (for the third consecutive session in view of the hike in Brent crude prices) and Utilities whereas Travel&Leisure and Basic Resources ended with the biggest drops. On the macro side, in the US, May’s prod...