Sabadell - SEMANAL MERCADOS: LUCES Y SOMBRAS EN RECURSOS BÁSICOS - SUBIMOS A NEUTRAL (ANÁLISIS BANCO SABADELL)

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Sabadell

Research Department

EUR 100.00 For Business Accounts Only

SEMANAL MERCADOS: LUCES Y SOMBRAS EN RECURSOS BÁSICOS - SUBIMOS A NEUTRAL (ANÁLISIS BANCO SABADELL)

En 2023 el Euro STOXX avanza un +12% liderado por cíclicos (+14%, vs +12% defensivos). El deterioro macro respaldaría una pérdida relativa de los cíclicos vs defensivos de -10%, pero la composición sectorial iría cambiando y tras un peor comportamiento inicial de algunos sectores más adelantados en el ciclo (R. Básicos, Energía, Industria), tomarían el relevo sectores más vinculados a servicios y consumo (Retail, Autos, Ocio).

27/04/2023 1 ES

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Sabadell

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Research Department

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NEWS SUMMARY: BANKING SECTOR, CELLNEX, COLONIAL, FCC, GRIFOLS, MERLIN PROPERTIES, OHLA. European stock markets pause for a break European stock markets saw moderate corrections after several sessions of gains that led the Stoxx 600 to record highs and the Ibex to 2015 highs above 11,300 pints. In the STOXX 600, Insurance and Basic Resources were the best performers vs. the losses of Autos and industrials. On the macro side, in the US, April’s industrial output stagnated, contrary to expectations, May’s Philadelphia Fed index dropped more than expected and April’s housing starts climbed less ...

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SEMANAL MERCADOS: LUCES Y SOMBRAS EN RECURSOS BÁSICOS - SUBIMOS A NEUTRAL (ANÁLISIS BANCO SABADELL)

COLONIAL: MÁS DETALLES SOBRE LA ENTRADA DE CRITERIA EN EL CAPITAL DE COLONIAL (ANÁLISIS BANCO SABADELL)

MERLIN PROPERTIES: RDOS. 1T’24 (ANÁLISIS BANCO SABADELL)

IBERIAN DAILY 17 MAY (ANÁLISIS BANCO SABADELL)

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