INFORME DIARIO 27 MAYO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: FCC, IBERDROLA, MEDIASET ESPAÑA, METROVACESA. EUROPA: ENIEn modo recuperación
Las bolsas europeas volvieron a avanzar posiciones, después de la buena recepción de las actas de la Fed (las tasas hipotecarias de EE.UU. registraron la mayor caída diaria en los últimos 2 años) y las mejores previsiones sobre las acciones de consumo (Macy’s, Ralph Lauren y Nordstrom, aunque GAP revisó guidance a la baja). Con todo lo anterior, en el Euro STOXX todos los sectores presentaron subidas lideradas por Retail y B. Consumo mientras que Utilities y Alimentación presentaron el peor comportamiento relativo. Por el lado macro, en EE.UU. la segunda lectura del PIB del 1T’22 empeoró el dato preliminar, por un mayor drenaje de la partida de inventarios. En cambio, el paro semanal se redujo más de lo esperado mientras que las ventas pendientes de viviendas se contrajeron durante abril más de lo previsto. En China los beneficios industriales de abril cayeron un -8,6% interanual frente al 12,2% de marzo. En Japón, la inflación de Tokio de mayo retuvo el 2,4% anual frente al 2,5% esperado. Por el lado geopolítico, EE.UU. y Europa se oponen al plan de Putin de permitir la salida de alimentos y fertilizantes de Ucrania si levantan las sanciones.
Qué esperamos para hoy
Las bolsas europeas cotizarían planas a la espera de los datos de consumo y deflactor en EE.UU. En estos momentos, los futuros del S&P cotizan con caídas del -0,1% (el S&P 500 terminó ayer con subidas del +0,2% con respecto al nivel al que estaba al cierre de las bolsas europeas). La volatilidad en EE.UU. bajó (VIX 27,50). Los mercados asiáticos cotizan con subidas (CSI 300 chino +0,8%, Nikkei de Japón +0,7%).
Hoy en España las ventas al por menor de abril. En la Eurozona la M3 de abril. En EE.UU. los inventarios mayoristas preliminares de abril y el ingreso y gasto personal de abril.
Eni is engaged in the oil and gas exploration and production, gas marketing operations, management of gas infrastructures, power generation, petrochemicals, oil field services and engineering industries. Co.'s operations are divided into three segments; Exploration and Production (oil and natural gas exploration and field development and production, as well as LNG operations), Gas and Power (supply, trading and marketing of gas and electricity, managing gas infrastructures for transport, distribution, storage, re-gasification, and LNG supply and marketing), and Refining and Marketing (supply of crude oil, refining and marketing of refined products). Co. maintains operations in 73 countries.
Fomento de Construcciones y Contratas is the parent company of a group engaged in sanitation services, cleaning, maintaining, purification and distribution of water, construction of highways, hydraulic works, marine works, air and rail transport infrastructure, urban developments, housing, non-residential buildings, office buildings, toll highways, parking garages, marinas and water treatment plants. Co. is also engaged in the manufacture and sale of cement and cement infrastructures, such as precast concrete elements; and in the financial markets, and real estate development, leasing and tourism.
Iberdrola is a holding company. Through its subsidiaries, Co. operates in four segments: network business, which includes all the energy transmission and distribution activities, and other regulated activity originated in Spain, the U.K., the U.S. and Brazil; deregulated business, which includes electricity generation and sales businesses as well as gas trading and storage businesses carried on by Co. in Spain, Portugal, the U.K. and North America; renewable business, with activities related to renewable energies in Spain, the U.K., the U.S. and the rest of the world; and other businesses, including the engineering and construction businesses and the non-power businesses.
Gestevision Telecinco is a television network company based in Spain. Co. heads a group of dependent companies, which form the Telecinco Group. Through its subsidiaries, Co. is engaged in the management and commercial exploitation of a television network. Co.'s television network acquires, produces, and distributes audiovisual content. Co. also sells the network advertising airtime, carried out by its subsidiary. In addition, Co. is involved in the sale of other advertising products; production of news programs; the production and sale of audiovisual property rights; and teleshopping.
Metrovacesa SA, formerly Metrovacesa Suelo y Promocion SA, is a Spain-based real estate developer. The Company specializes in construction and sale of sustainable housing, both single-family and multi-family residential properties. Its activities also include promotion, urbanization and parceling of real estate in general, as well as real estate management for own benefit or on behalf of third parties. Its asset portfolio includes more than 6 million square meters of building land across Spain, as well as already developed properties in cities, such as Malaga, Almeria, Cordoba, Barcelona and Madrid, among others.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.