Last week’s EPRA conference provided cautious optimism on listed European real estate. The segment offers a mix of risks and opportunities, with discounted valuations presenting attractive entry points. We downgrade Care Property Invest (Underperform vs Neutral, TP €12 vs €13.5); we lower our TPs for British Land, Landsec, Shurgard, and Xior Student Housing; we raise our TPs for URW, Wereldhave and VGP. In conclusion we favour logistics, retail, Spain, and CEE for growth, and Switzerland remains...
NEWS SUMMARY: AENA, CAF, FCC, TELEFÓNICA, VISCOFAN. The Fed spurs the markets Following the expected rate cut by the Fed, European stock markets reacted with sharp rises of more than +1.5%. The IBEX lagged behind and closed with slight losses due to the lack of technology stocks. In the STOXX 600, Technology was once again the big winner, with Utilities and Basic Materials falling the most. On the macro side, in the US the Philadelphia Fed manufacturing index rose sharply in August. Weekly jobl...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AENA, CAF, FCC, TELEFÓNICA, VISCOFAN. EUROPA: ESSILORLUXOTTICA. La Fed anima las bolsas Tras la esperada bajada de tipos por parte de la Fed, las bolsas europeas reaccionaron con fuertes avances por encima del +1,5%. El Ibex se quedó rezagado y cerró con tímidas pérdidas por la ausencia de representación tecnológica. Así, en el STOXX 600 Tecnología volvió a liderar con fuerza los avances frente a Utilities y R. Básicos que fueron los que más cayero...
A director at Metrovacesa S.A. bought 25,550 shares at 10.153EUR and the significance rating of the trade was 84/100. 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 clea...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AENA. Finalmente, no hubo susto y la inflación americana se mantuvo contenida La inflación en EE.UU. se mantuvo contenida en julio (la general salió ligeramente mejor y la subyacente una décima más alta), lo que supuso un alivio para los mercados que temían un susto en la medida en que aumenta la presión para trasladar a precios los aranceles. Esto permitió subidas moderadas en EE.UU, pero que tampoco se trasladaron a Europa, que se mantuvo muy pla...
NEWS SUMMARY: CELLNEX, IBERDROLA, REDEIA, SANTANDER. Trade matters put Europe in the red once again European stock markets fell due to trade matters. After the 01 August deadline passed, a 35% tariff was placed on Canada, 50% on Brazil, 25% on India, 20% on Taiwan and 39% on Switzerland, with another 69 trade partners facing tariffs between 10-41% if new agreements are not reached. As for Mexico, the country will continue to have a 25% tariff due to fentanyl, 25% on automobiles and 50% on steel...
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.