NEWS SUMMARY: IBERDROLA, SOLARIA. Calm on stock markets European stock markets saw a decreasing performance with low volume where the earnings calendar and the possible rate cut by the Fed in September continued to set the pace. Thus, in the STOXX 600 most sectors (16/20) ended with gains, led by Autos and Basic Resources vs. Consumer Goods and Utilities that were the worst performers. On the macro side, in the euro zone, July’s final services PMI was cut although remained at levels consistent ...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: IBERDROLA, SOLARIA. EUROPA: AHOLD DELHAIZE, BAYER. 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. 2T’25 que se publicarán en España y Europa en los próximos días. Poco movimiento en los mercados Jornada de más a menos y de escaso volumen en las bolsas europeas, donde el calendario de Rdos. y la posible baja...
NEWS SUMMARY: CELLNEX, NATURGY. Stock markets pause for a break European stock markets recovered after the strong corrections seen last Friday, fuelled by banks. Thus, in the STOXX 600 most sectors (16/20) ended with gains, led by Banks and Insurance vs. Pharma and Retail that were the worst performers. On the macro side, in the euro zone, August’s Sentix dropped significantly as opposed to expectations following the tariff agreement signed with the US to the worst level since April. In the US,...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CELLNEX, NATURGY. EUROPA: DHL GROUP. 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. 2T’25 que se publicarán en España y Europa en los próximos días. Respiro en las bolsas Las bolsas europeas se recuperaron de las fuertes caídas del viernes pasado y rebotaron con el impulso de los bancos. Así, en el STOXX ...
NEWS SUMMARY: BANKING SECTOR, SANTANDER, TALGO, TELEFÓNICA. Trump and the job market lead to another market selloff The tariff rise approved by D. Trump to dozens of countries instead of lower tariffs as part of the negotiations under way and the slowdown signs of the US economy led to losses >-2.5% in European stock markets. Thus, in the STOXX 600 last week was marked by the earnings calendar and by Friday’s sell-off where energy was the only sector not ending in negative territory, whereas A...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: SANTANDER, SECTOR BANCARIO, TALGO, TELEFÓNICA. 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. 2T’25 que se publicarán en España y Europa en los próximos días. Trump y el mercado laboral provocan otro sell-off en el mercado El incremento arancelario aprobado por D. Trump a decenas de países en lugar de reduc...
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...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CELLNEX, IBERDROLA, REDEIA, SANTANDER. EUROPA: AB INBEV, AXA, BAYER. 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. 2T’25 que se publicarán en España y Europa en los próximos días. Europa vuelve a pérdidas por el tema comercial Cesiones en las bolsas europeas por el tema comercial. Tas vencer el deadline de...
2Q'25 vs. 2Q'24 Results NII: € 11.34 Bn (-1.2% vs. -3% BS(e) and -2.2% consensus); Total Revenues: € 15.47 M (-1.3% vs. -3.7% BS(e) and- 1.4% consensus); Operating Income: € 9.01 Bn (-2.2% vs. -5.5% BS(e) and -2.4% consensus); Net Profit: € 3.4 Bn (+7% vs. +2.8% BS(e) and +4.9% consensus). 2Q'25 vs. 1Q'25 Results NII: € 11.34 Bn (-0.4% vs. -2.2% BS(e) and -1.4% consensus); Total Revenues: € 15.47 Bn (-0.4% vs. -2.8% BS(e) and -0.6% consensus); Operating Income: € 9.01 Bn (+0.5% vs. -2.8% BS(e) ...
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