NEWS SUMMARY: AENA, BANKING SECTOR, CIE AUTOMOTIVE, ENDESA, INDRA, REPSOL, TALGO. Tariff uncertainty It was a session of slight gains in European stock markets whereas the change of dates for the deadlines set by D. Trump to close trade negotiations and implementation of tariff continues (with a new deadline on the 1st August). In the STOXX 600, Basic Resources and Autos were the best-performing sectors vs. the drops of Real Estate and Household. On the macro side, in the US, June’s NFIB SMEs c...
La CNMC fija la tasa de retribución de redes eléctricas en el 6,46% La CNMC ha publicado el borrador de la tasa de retribución financiera (TRF) para el nuevo marco de redes de distribución y transporte de electricidad 26-31 en el 6,46% vs 5,58% anterior, en línea con lo inicialmente previsto, pero lejos de lo solicitado por el sector (c. 7/7,5%). Noticia negativa, especialmente para aquellas compañías con mayor exposición a negocio regulado doméstico (Redeia, 81% EBITDA’25e) y a la TRF (Endesa, ...
Two Directors at Metrovacesa S.A. sold 27,037 shares at between 11.390EUR and 12.108EUR. The significance rating of the trade was 64/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the...
NEWS SUMMARY: CAF, CELLNEX, INMOBILIARIA COLONIAL, MELIÁ. At the end of today’s report, and during the entire results season, we will include a presentation with positive and negative results highlights and previews for the 1Q’25 results to be released over the coming days in Spain. Euro STOXX 50 nearing April highs European stock markets rose following the Fed meeting and progress made in tariff matters. In the STOXX 600, the best-performing sectors were Industrials and Technology, whereas d...
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