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ASEAN has long been considered one of the global auto markets with the best growth prospects, but expectations have not been met. With China in trouble and ASEAN auto sales lacklustre, Japanese automakers need to review their positioning in Asia. Analyst Julie Boote provides a short-term outlook for the ASEAN auto market, and discusses Japanese assemblers’ options within this context.
Rdos. 4T'23 vs 4T'22: Ventas: 87.182 M euros (+14,2% vs +6,5% BS(e) y +7,6% consenso); EBIT: 6.335 M euros (+25,6% vs +11,8% BS(e) y +14,2% consenso); Rdos. 2023 vs 2022: Ventas: 322.284 M euros (+15,5% vs +13,4% BS(e) y +13,7% consenso); EBIT: 22.576 M euros (+0,3% vs -2,8% BS(e) y -2,2% consenso).
NEWS SUMMARY: ACCIONA ENERGÍA, CAF, IAG, TELEFÓNICA. The positive trend in stock exchanges continues European stock markets saw new gains, with the S&P500 hitting new highs. Within the STOXX 600, Industrials and Technology were the best-performing sectors whereas Autos and Real Estate ended with the biggest losses. On the macro side, few references were made public, in Spain, April’s consumer confidence data recovered to Sept’23 highs, in the euro zone, the members from the ECB Vasle and Kazaks backed a rate cut in June although they left the door open to possible later cuts. However, in th...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACCIONA ENERGÍA, CAF, IAG, TELEFÓNICA. Las bolsas mantienen su sesgo positivo Los mercados europeos subieron una sesión más, con el S&P 500 batiendo un nuevo máximos. En el STOXX 600 los mejores sectores fueron Industriales y Tecnología mientras que Autos e Inmobiliario terminaron con las mayores caídas. Por el lado macro, vivimos una jornada muy descargada de indicadores, en España la confianza del consumidor de abril se recuperó hasta los máximos de sep’23. En Eurozona, desde el BCE los miembros Vasle y Kazaks han respaldado una bajada en junio,...
VISIÓN TÁCTICA DE LOS MERCADOS 20 MAYO (ANÁLISIS BANCO SABADELL)
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