INFORME DIARIO 27 SEPTIEMBRE (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: BANKINTER, DOMINION, IAG, REPSOL.Las bolsas europeas cierran la semana en positivo
Las bolsas lograron terminar con avances semanales a pesar del riesgo constante de impago de los bonos del gigante chino Evergrande, del posible anuncio de la Fed del inicio del tapering en la próxima reunión de noviembre y del mensaje más agresivo del BoE. Así, los mejores sectores del Euro STOXX en la semana fueron Energía y Viajes & Ocio mientras que Media y Recursos Básicos terminaron con el peor comportamiento relativo. Por el lado macro, en Alemania, el índice IFO de confianza empresarial bajó ligeramente más de lo esperado en septiembre. Por otro lado, en las elecciones a Primer Ministro el SPD habría ganado al CDU por menos de 2 puntos de ventaja y el gobierno tripartido (SPD, Verdes y FDP o CDU, Verdes y FDP) tardará meses en formarse. En EE.UU. las ventas de nueva vivienda de agosto subieron por encima de lo esperado.
Qué esperamos para hoy
Las bolsas europeas abrirían con ganancias de hasta el +0,5% con las petroleras liderando las subidas con el precio del Brent rozando los 80 dólares (máximos desde 4T’18). En estos momentos, los futuros del S&P cotizan con avances del +0,75% (el S&P 500 terminó con subidas del +0,14% con respecto al nivel al que estaba al cierre de las bolsas europeas). La volatilidad en EE.UU. bajó (VIX 17,75). Los mercados asiáticos cotizan con subidas (CSI 300 chino +0,6%, Nikkei de Japón +0,1%).
Hoy la M3 de agosto en la Eurozona. En México el índice IGAE de julio. En EE.UU. los pedidos de bienes duraderos de agosto. En subastas: Alemania (4.000 M euros en letras a 12 meses) y Francia (5.400 M euros en letras a 3, 6 y 12 meses).
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.
Global Dominion Access SA is a Spain-based company primarily engaged in the construction and engineering sector. The Company's activities are divided into two segments: Multi-technological Services, which offers design, implementation and maintenance of fixed and mobile telecommunications networks, manages sales and distribution processes for telecommunications carriers, as well as renders of inspection, maintenance, repair and renovation services for industrial and energy firms, and Solutions and EPCs, which executes turnkey Engineering-Procurement-Construction (EPC) projects, provides construction, repair and renovation of industrial heating installations, as well as develops processes and other technological and business solutions in numerous sectors. Its services are provided in three areas: Technology and Telecommunications (T&T), Industry and Renewable energies. It operates worldwide in Europe, the Americas, Asia and Africa. The Company is a subsidiary of CIE Automotive SA.
International Airlines Group is an international scheduled airline and global premium airlines. Co.'s principal place of business is London with significant presence at Heathrow, Gatwick and London City airports.
Repsol is an oil and gas company. Co. is engaged in all the activities relating to the oil and gas industry, including exploration, development and production of crude oil and natural gas, transportation of oil products, liquefied petroleum gas (LPG) and natural gas, refining, the production of a wide range of oil products and the retailing of oil products, oil derivatives, petrochemicals, LPG and natural gas, as well as the generation, transportation, distribution and supply of electricity. Co. operates in more than 40 countries. Co.'s operations are divided into four segments: Upstream, Downstream, LNG and Gas Natural Fenosa.
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