COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: FCC. EUROPA: UNICREDIT. Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 3T’25 que se publicarán en España y Europa en los próximos días. Europa pierde algo de altura A excepción del DAX que cerró en positivo se registraron caídas de cerca de medio punto en las principales bolsas de Europa ante las señales d...
NEWS SUMMARY: FCC. Slight drops in Europe Except for the DAX, which closed in positive numbers, the main European stock markets closed with losses of around -0.5% in view of the complacent markets and the political shutdown in France. In the STOXX 600, Construction and Utilities led the gains, while Autos (-4.5% on the day) and Consumer Goods suffered the biggest routs. On the macro side, in the euro zone, the ECB’s meeting minutes suggested the monetary policy is ready to respond to the change...
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...
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