Resultado favorable del arbitraje del Hospital de Sidra. Cambiamos recomendación a SOBREPONDERAR. Anunció ayer que, en relación al arbitraje por el Hospital de Sidra (Catar), la Cámara de Comercio Internacional ha comunicado que el consorcio constructor (55% OHLA) deberá pagar a Qatar Foundation la cantidad de 24,3 M euros (~13,4 M euros atribuibles a OHLA) vs los 958 M euros que se reclamaban. OHLA confirma que tiene registrada una provisión, por lo que no habrá impacto en su cuenta de resultad...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: IBERDROLA, OHLA. EUROPA: AIRBUS. Pendientes de la negociación comercial A la espera de las negociaciones comerciales (EE.UU. parece estar priorizando eliminar barreras legales contra las grandes empresas tecnológicos estadounidenses) las bolsas europeas terminaron con comportamiento mixto (-0,8% el DAX vs Ibex plano y +0,3% el FTSE 100). En cuanto al STOXX 600, los mejores sectores fueron B. Consumo y Retail frente a las mayores caídas que correspo...
NEWS SUMMARY: IBERDROLA, OHLA. Trade talks in the spotlight With all eyes on trade talks (the US seems to be prioritising the elimination of legal barriers against large US tech companies), European stock markets were mixed (DAX -0.8%, IBEX flat and FTSE 100 +0.3%). In the STOXX 600, the best-performing sectors were Consumer Goods and Retail, with Industrials and Banks posting the biggest drops. On the macro side, in the euro zone, June’s final manufacturing PMI was raised +0.1%, with Spain ris...
NEWS SUMMARY: AMPER, CAF. The S&P ended June at record highs European stock markets kicked off the week with a negative performance, except for the IBEX. In the STOXX 600, the day’s winners were Retail and Travel & Leisure, whereas Chemicals and Autos posted the biggest losses. On the macro side, in Germany, June’s preliminary inflation fell more than expected to 2.0%, while May’s retail sales rose less than expected. In the euro zone, May’s M3 rose slightly less than expected, while corporate...
AUCTUS PUBLICATIONS ________________________________________ New Zealand Energy (NZ CN)C: Financial update – New Zealand has received short term loans totalling C$0.48 mm from Charlestown Energy Partners and a company controlled by New Zealand’s Chairman. The loans, which were issued with an original issuance discount of 10%. are unsecured and non-convertible, with interest payable at 15% per annum and repayment is due on August 27, 2025, The company now intends to complete a private placement. ...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: IBERDROLA, OHLA, REDEIA, REPSOL. El mercado de divisas, nuevo foco de atención Jornada mixta en las bolsas europeas, que cotizaron divididas con la vista puesta en el dólar y el nuevo retroceso que sufrió ayer, cayendo a mínimos de 2022. En el STOXX 600 R. Básicos e Industriales fueron los sectores que más subieron, frente a las mayores caídas de Hogar y B. de Consumo (sectores con bastante exposición a dólar). Por el lado macro, en EE.UU. el PIB 1...
NEWS SUMMARY: IBERDROLA, OHLA, REDEIA, REPSOL. Spotlight now on the currency market It was a mixed session on European stock markets, which were a mixed bag with all eyes on the dollar and the drop it suffered yesterday, falling to a low since 2022. In the STOXX 600, Basic Materials and Industrials were the sectors rising the most, with Household Goods and Consumer Goods falling the most (sectors highly exposed to the USD). On the macro side, in the US the 1Q’25 GDP was lowered in its third rea...
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