A director at Sacyr S.A. sold 205,000 shares at 3.370EUR and the significance rating of the trade was 69/100. 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...
NEWS SUMMARY: FLUIDRA, GRUPO CATALANA OCCIDENTE, ELECTRICITY SECTOR, IAG, METROVACESA, NATURGY, OHLA, REPSOL. Tariffs remain in the spotlight European stock markets fell once again (except the peripheral indices IBEX and Italian Mib, which closed with minimal gains), marked by Trump’s announcement of 25% tariffs on imported cars. Thus, in the STOXX 600, Retail and Utilities posted the biggest gains, with Autos and Construction leading the drops. On the macro side, in the euro zone February’s M...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: FLUIDRA, GRUPO CATALANA OCCIDENTE, IAG, METROVACESA, NATURGY, OHLA, REPSOL, SECTOR ELÉCTRICO. Los aranceles no ceden el protagonismo Nueva jornada de caídas en las bolsas europeas (a excepción del Ibex y MIB italiano que cerraron planos) y marcada por el anuncio de D. Trump de aranceles del 25% a los coches importados. Así, en el STOXX 600, Retail y Utilites tuvieron las mayores ganancias, frente a Autos y Construcción que lideraron las caídas. Por...
NEWS SUMMARY: ENDESA, NATURGY, OHLA, ROVI, TALGO. IBEX close to 13,500 Boosted by the good start to the week in the US and with no new scares on the tariff front, European stock markets rallied, with the IBEX once again leading the way. In the STOXX 600, all the sectors except Retail, Food and Chemicals posted gains, led by Banks and Travel & Leisure. On the macro side, in Germany March’s IFO rose in line with expectations, with better performance in the expectations component. In the US, Marc...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ENDESA, NATURGY, OHLA, ROVI, TALGO. El Ibex acaricia los 13.500 Impulsadas por el buen comienzo de semana en EE.UU. y sin nuevos sobresaltos en materia arancelaria, las bolsas europeas retomaron las subidas, con el Ibex nuevamente liderando las mismas. En el STOXX 600, todos los sectores menos Retail, Alimentación y Químicas tuvieron ganancias, lideradas por Bancos y Viajes & Ocio. Por el lado macro, en Alemania el IFO de marzo avanzó en línea con ...
Airlines finished up a challenging FY 2024 with a strong performance in Q4, market by higher unit revenues and good passenger demand, on top of a stellar cargo activity. Looking into 2025, the good momentum has continued with yields stabilizing (or even up). As per managements’ comments, demand remains strong and a significant improvement in profitability is expected this year. Other external factors (German economic package & a potential end of the war in Ukraine) provide with an upside potenti...
Airlines finished up a challenging FY 2024 with a strong performance in Q4, market by higher unit revenues and good passenger demand, on top of a stellar cargo activity. Looking into 2025, the good momentum has continued with yields stabilizing (or even up). As per managements’ comments, demand remains strong and a significant improvement in profitability is expected this year. Other external factors (German economic package & a potential end of the war in Ukraine) provide with an upside potenti...
NEWS SUMMARY: CIE AUTOMOTIVE, IAG. Bad digestion after the Fed European stock markets saw profit taking, led by cyclical sectors. In the STOXX 600, defensive sectors such as Food and Utilities were the best-performing industries whereas Autos and Banks were the worst performers. On the macro side, in the UK, the BoE kept the benchmark rate unchanged at 4.50%, as expected, with governor M. Bailey warning about lower rates but through a very gradual pattern. On another note, February’s number o...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CIE AUTOMOTIVE, IAG. EUROPA: MUNICH RE. Mala digestión después de la Fed Toma de beneficios en las bolsas europeas, lideradas por los sectores cíclicos. Así, en el STOXX 600, los mejores fueron defensivos como Alimentación y Utilities mientras que Autos y Bancos sufrieron las mayores ventas. Por el lado macro, en R. Unido, el BoE mantuvo el tipo de referencia en el 4,50% como se esperaba. En la conferencia posterior, el gobernador M. Bailey advirti...
A director at International Consolidated Airlines Group SA sold 316,420 shares at 352p and the significance rating of the trade was 100/100. 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 ...
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