Sabadell - ENCE Energia y Celulosa SA (ENC) ENCE: COMUNICA EL IMPACTO DEL ÚLTIMO REAL DECRETO (ANÁLISIS BANCO SABADELL)

Report

Sabadell

Alfredo del Cerro

EUR 100.00 For Business Accounts Only

ENCE: COMUNICA EL IMPACTO DEL ÚLTIMO REAL DECRETO (ANÁLISIS BANCO SABADELL)

Acaba de comunicar el impacto del último Real Decreto-ley 5/2023 y la Orden ministerial por la que se actualizan el precio regulatorio de la energía y los parámetros retributivos aplicables a las plantas de generación de energía renovable (ENC cuenta con 266 MW regulados en su división de energía y 110 en la de celulosa).

10/07/2023 1 ES

Underlying

ENCE Energia y Celulosa SA

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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ES0130625512 Madrid Stock Exchange Spain

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Sabadell

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Analysts

Alfredo del Cerro

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NEWS SUMMARY: CAIXABANK, ENCE, FERROVIAL, NATURGY, TELEFÓNICA, VISCOFAN. Stock markets try to climb above highs Despite the absence of good macroeconomic data last week, stock markets ended with gains, fuelled by the US (the S&P500 rose around +1.7%) and by the better employment data at the end of the week. In the STOXX 600, the best-performing sectors last weekk were Technology and Pharma, whereas Autos and Media ended with the biggest drops. On the macro side, in the euro zone, the 1Q’25 GDP was raised 0.3pp to 1.% YoY and April’s retail sales rose in line with expectations. In the US, May’...

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INFORME DIARIO 09 JUNIO (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CAIXABANK, ENCE, FERROVIAL, NATURGY, TELEFÓNICA, VISCOFAN. Las bolsas siguen intentando superar los máximos A pesar de una semana sin buenos datos macro, las bolsas terminaron al alza con el empuje de EE.UU. donde el S&P 500 subió un +1,1%. En el STOXX 600 los mejores sectores de la semana fueron Tecnología y Farma frente a Autos y Media que fueron los que más cayeron. En la Eurozona el PIB 1T’25 se revisó al alza 0,3 p.p. hasta el 1,5% a/a mientras que las ventas al por menor de abril repuntaron en línea con lo previsto. En EE.UU. la creación de ...

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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...

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Research Department

Research Department

SEMANAL MERCADOS: TECNOLOGÍA, OPORTUNIDAD A LARGO PLAZO (ANÁLISIS BANCO SABADELL)

El sector Tecnología del STOXX 600 acumula en el año un +6,2% (vs +9,0% STOXX 600) pero desde los mínimos de abr’25 el outperformance frente al índice es del +6,4%. El sector tiene una elevada correlación con la actividad y negativa con el riesgo, por lo que el entorno invita a mantener la cautela a corto plazo (ante un empeoramiento de datos macro y repunte de la volatilidad), sobre todo cuanto en términos de valoración el sector cotiza a niveles ajustados. Por el lado positivo, y con una perspectiva a más largo plazo, el desarrollo de la IA y las crecientes necesidades de centros de datos se...

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European Portfolio No changes this week. European High Yield Portfolio AB Inbev, Air Liquide, Airbus, ASML & AXA No changes this week. Spanish Recommended Portfolio We replace Endesa with Enagás. 5-Stock Recommended Portfolio Cellnex, Ferrovial, IAG, Indra & Merlin No changes this week. 5 High-Yield Stock Portfolio Acciona, Colonial, Iberdrola, Mapfre & Redeia No changes this week. Mid&Small Recommended Portfolio CAF, CIE Automotive, Enagás, Ence, Fluidra, Global Dominion, Indra, Meliá, Sacyr & Viscofan No changes this week.

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ENCE: COMUNICA EL IMPACTO DEL ÚLTIMO REAL DECRETO (ANÁLISIS BANCO SABADELL)

IBERIAN DAILY 10 JUNE (ANÁLISIS BANCO SABADELL)

IBERIAN DAILY 09 JUNE (ANÁLISIS BANCO SABADELL)

INFORME DIARIO 09 JUNIO (ANÁLISIS BANCO SABADELL)

IBERIAN DAILY 13 JUNE (ANÁLISIS BANCO SABADELL)

SEMANAL MERCADOS: TECNOLOGÍA, OPORTUNIDAD A LARGO PLAZO (ANÁLISIS BANCO SABADELL)

BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 04 TO 11 JUNE 2025 (ANÁLISIS BANCO SABADELL)

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