The fifth ODDO BHF Iberian Forum was held virtually, gathering 62 Iberian issuers and close to 200 institutional investors, making it one of the largest dedicated Iberian conferences of the year. The event generated 47 feedbacks, 6 target price revisions (including 4 downgrades), and a rating downgrade for Ence. The main topics of discussion were the impact of US tariffs and a weak USD on industrial companies, concerns about final demand in Europe and the US, and the sustainability of Spain’s ec...
NEWS SUMMARY: BANKINTER, INDRA, MAPFRE. Surprisingly strong macroeconomic data in the US It was a transition week for European and US stock markets, with all eyes on the US macroeconomic data (particularly the positive surprise after the 2Q GDP revision) and the comments from the Fed members, cooling the strong rate cuts priced in through Dec’26. Thus, in the STOXX 600, the best-performing sectors were Basic Resources and Energy, whereas Pharma (tariff implementation) and Construction suffered...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: BANKINTER, INDRA, MAPFRE. Sorpresa por la fortaleza macro americana Semana de transición en las bolsas europeas y americanas, que han estado muy pendientes de los datos macro americanos (especialmente la sorpresa positiva tras la revisión del PIB del 2T) y las declaraciones de los miembros de la Fed enfriando las fuertes bajadas de tipos que se descontaban a dic’26. Así, en el STOXX 600 los mejores sectores fueron R. Básicos y Energía mientras que...
A director at Bankinter S.A. sold 2,000 shares at 13.030EUR and the significance rating of the trade was 52/100. 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 last two years clearly s...
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