INFORME DIARIO 29 MARZO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME. ESPAÑA: CELLNEX, ENCE, NATURGY, SECTOR ELÉCTRICO, UNICAJA. EUROPA: MERCEDES BENZ, UNICREDIT.Menos volatilidad en el mercado
Las bolsas europeas fueron de más a menos y lograron cerrar con ligeras ganancias, en una sesión de menor percepción de riesgo bancario y ampliaciones en las curvas de deuda. En el Euro STOXX lideraron las subidas los sectores más castigados de los últimos días, Energía y Bancos mientras que Inmobiliario y Tecnología presentaron las mayores caídas del día. Por el lado macro, en la Eurozona desde el BCE M. Muller dejó la puerta abierta a subir más los tipos. Por su parte, la CE ha congelado el desembolso de los fondos Next Generation por incumplimiento en las reformas previstas. Por otro lado, los ministros de energía acordaron extender hasta mar’24 el recorte voluntario del 15% en la demanda de gas. En R. Unido el regulador estaría barajando la posibilidad de exigir mayores activos líquidos a los bancos. Buenos datos en EE.UU, donde el índice de precios de la vivienda FHFA de enero y la confianza del consumidor de la Conference Board de marzo repuntaron de forma inesperada mientras que el índice manufacturero de Richmond de marzo mejoró más de lo previsto. Desde la Fed, J. Bullard señaló que se deber separar la gestión de la crisis bancaria con regulación de la lucha contra la inflación con los tipos de interés. Por otro lado, los republicanos estarían dispuestos a aceptar elevar el techo de deuda a cambio de que se flexibilicen los permisos energéticos. En Japón, el gobernador entrante del BoJ dejó entrever en el Parlamento que la decisión de un cambio en el control de la curva sería por sorpresa y advirtió que un tipo a 10 año en el 2,0% depararía pérdidas no realizadas de hasta 50 billones de yenes.
Qué esperamos para hoy
Las bolsas europeas abrirían con ligeras subidas de hasta el +0,4% con un comportamiento similar entre estilos. En estos momentos, los futuros del S&P suben +0,5% (el S&P 500 terminó ayer sin cambios con respecto al nivel al que estaba al cierre de las bolsas europeas). La volatilidad en EE.UU. bajó (VIX 19,97). Los mercados asiáticos cotizan con subidas (CSI 300 chino +0,2% Nikkei de Japón +0,9%).
Hoy en EE.UU. las ventas pendientes de viviendas de febrero.
Cellnex Telecom SA is a Spain-based company engaged in the wireless telecommunications (telecom) business. Its activities are divided into three segments: Broadcasting infrastructure, Telecom site rental, as well as Network services and other. The Broadcasting infrastructure division comprises distribution and transmission of television (TV) and frequency modulation (FM) radio signals, operation and maintenance (O&M) of radio broadcasting network, as well as over-the-top (OTT) radio services, among others. The Telecom site rental division provides access to wireless infrastructure, primarily through infrastructure hosting and telecom equipment co-location, mainly for mobile network operators and other wireless and broadband telecom network operators. The Network services and other division offers connectivity services for a variety of telecom operators and radio communication, among others. The Company also develops 5th generation mobile networks (5G) through Alticom BV.
Daimler provides a range of transportation products, including passenger cars and commercial vehicles, and also financial services. Co. operates in five segments. Mercedes-Benz Cars sells passenger cars and off-road vehicles under the Mercedes-Benz brand and small cars under the smart brand. The Daimler Trucks distributes its trucks (Mercedes-Benz, Freightliner, FUSO, Western Star, Thomas Built Buses and BharatBenz). The vans of the Mercedes-Benz Vans segment are sold under the brand name Mercedes-Benz and Freightliner. Daimler Buses sells completely built-up buses (Mercedes-Benz and Setra). The Daimler Financial Services division supports sales of Co.'s automotive brands.
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.
Unicaja Banco SA is a Spain-based financial institution (the Bank) engaged in the banking sector. The Bank offers services to individual and business customers. Its products and services range includes current and savings accounts, debit and credit cards, consumer and commercial loans, real estate credit, securities brokerage, funds management, leasing, factoring, pension plans, life and non-life insurance, international trade financing, money transfer, as well as treasury, among others. The Bank operates a number of branches in Spain and Morocco. The Bank is controlled by Fundacion Bancaria Unicaja.
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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