NEWS SUMMARY: AENA, AMPER, IAG, INDRA. 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’26 results to be released over the coming days in Spain. Geopolitics affecting the market European stock markets closed with mixed results in a still challenging environment. While the US secretary of defence, Pete Hegseth, threatened to immediately resume the war if Iran does not accept ...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AENA, AMPER, IAG, INDRA. 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. 1T’26 que se publicarán en España y Europa en los próximos días. Un mercado vulnerable a la geopolítica Las bolsas europeas cerraron signo mixto en un entorno todavía complejo. Mientras el secretario de Guerra estadounidense, P. Hegset...
NEWS SUMMARY: INDRA, NEINOR HOMES. Markets celebrate ceasefire, although with doubts about its compliance Stock markets rallied after the ceasefire between the US and Iran and the reopening of the Strait of Hormuz, with oil seeing one of the largest drops in history (more than -15%) and the IBEX rising back above 18,000. In the STOXX 600, all the sectors except Energy ended with gains, led by Travel & Leisure and Industrials. On the macro side, in the euro zone February’s retail sales slowed t...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: INDRA, NEINOR HOMES. Las bolsas festejan la tregua y miran de reojo su cumplimiento Rally en las bolsas tras el alto el fuego entre EE.UU. e Irán y la reapertura del Estrecho de Ormuz, con el petróleo registrando una de las mayores caídas de la historia (>-15%) y el Ibex recuperando los 18.000 puntos. En el STOXX 600, todos los sectores menos energía cerraron con ganancias, lideradas por Viajes&Ocio e Industriales. Con todo, ayer Trump amenazó con ...
Neinor Homes reiterates 2026–27 guidance backed by strong visibility, resilient margins and robust housing market fundamentals Strong earnings visibility for 2026-27 supported by forward sales order book, low cancellation rates and turnkey construction agreements Sustained commercial momentum in 1Q26, with +1,100# pre-sold for c.€450mn, while sales activity remained resilient through March despite geopolitical uncertaintyResilient margin outlook, with c.5% annual house price growth expected over 2026–27 to offset any cost inflation and support Neinor’s track record of industry-leading profi...
NEWS SUMMARY: ENERGY SECTOR, GRIFOLS, IAG, INDRA, TALGO. Stock markets lacking direction in view of the uncertainty with the war in Iran On Thursday, stock markets erased part of Wednesday’s gains in view of the disappointing messages conveyed by Trump, with the end of the war still not in sight. Nevertheless, the session ended better than it began, with a significant recovery following the opening bell on the US market. With this in mind, over the course of the week European stock markets ral...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: GRIFOLS, IAG, INDRA, SECTOR ENERGÍA, TALGO. EUROPA: ASML. Las bolsas sin dirección ante un escenario bélico en Irán que sigue sin definirse El jueves las bolsas europeas desdibujaron parte de los avances del miércoles ante la decepción con los mensajes de D. Trump, que siguen sin permitir entrever el final de la guerra. Con todo, la semana pasada los índices europeos se recuperaron más de un +3% desde los mínimos al cierre de la semana anterior y to...
A director at Sacyr S.A. sold 105,974 shares at 4.110EUR and the significance rating of the trade was 59/100. 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 show...
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