The Spanish bag closes a first month of exercise more than well, Especially if we take into account what we predicted with the advent of Donald Trump and the bad omen for financial markets in Europe, tariffs included. And despite the Deepseek effect, which in Spain concentrated on data centers.
In fact, the slight benefit taking of this Friday does not tarnish or far, the good work of the selective, not only throughout the month, but also in this week of absolute glory in which several milestones have been marked: five consecutive maximums For the Spanish selective, to place, for the first time at the end of 2025 above the 12,000 points and, the third, overcome levels that were not seen in the market in more than 16 and a half years, since June 2008.
To add the progress of the first month of the year, of 6.6% commanding for the banks, who return to take the helm, now with the presentation of results of the last exercise of the selective along with IAG (Iberia), captained by Banco Sabadell , BBVA, CaixaBank and Banco Sabadell.
With all this, Ibex 35 closes on Friday with 0.41% drops to 12,368.90 points, with cuts for values such as fluidra 2.96%, Sacyr 2.11% and Cellnex 1.7% and profits for Merlin Properties 2.66%, Puig 1.65%and Naturgy (natural gas) 1.11%. In the month he wins 6.6% and in the week 3.19%
Among the protagonists of the day, Sacyr’s falls, due to the appointment of a new CEO. As we told them yesterday, after the closing of the session, the board of directors of Sacyr unanimously decided to propose to the next General Meeting of Shareholders, which will foreseeably be held next June, the appointment of Pedro Sigüenza Hernández as counselor as counselor Company Executive.
The new CEO, who is currently general director of Sacyr concessions, You will have responsibility for the management and development of the company’s business. The executive president, Manuel Manrique Cecilia, will maintain corporate, financial and strategic functions.
Already on the positive side it is news Puig, which, after yesterday’s closure published its sales of the fourth quarter of last year and the entire 2024 global. It has generated a record figure of Net sales of 4,790 million euros in 2024.
This represented A solid growth of +11.3% in reported terms and +10.9% LFL (to constant perimeter and exchange rate) compared to 2023, far ahead of the premium beauty market. Exchange rates had a negative impact of (0.8)% throughout the year. As in the last quarter, market reading has been clearly positive.
Already in terms of recommendations, Morgan Stanley and RBC capitalists Markets raise their two objective prices for CaixaBank although only the first one is the bullish potential. The shares are at maximum, about 6 euros.
Morgan Stanleywhich has decided to raise the target price of Caixabank to the 6.50 euros per sharecompared to the previous 6.25 euros. Using yesterday’s closure, the new assessment is a Alcista potential of 11.37% .
Also RBC Capital Markets Improves CaixaBank’s objective price, although it seems to think that the potential is exhausted: it places it in 5.75 euros per sharecompared to the previous 5.65 euros, but Below your current contribution.
Already in the rest of Europe, Mixed closure with the Dax closing in Opening, which, as in the Spanish case, showed interest in collecting benefits with the strong progress of January, where the German selective has achieved historical maximums in this first month of the year.
In the Euro Stoxx 50, the strongest sectors of Friday went through health care, technological and industrial values, with the fall of consumption, non -cyclic and cyclic.
Among the best values, ASML recovery, Roche and the luxury Switzerland Richemontin the face of falls that experience values such as LVMH, BASF and Banco Santander.
At the close, the Euro Stoxx 50 rises 0.06% to 5,285 points, CAC 40 wins 0.11% to 7,950 points, the Dax trim 0.03% to 21,731 points, and the session in London ends to el FT 100 with revaluation of 0.35% to 8,677 points.
Already in Wall Street, a positive day with the Dow Jones Indege that, at the closing of the Spanish market, was shown at opening levels, but with profits decided in the S&P 500 and, to a greater extent, in the Nasdaq OMX.
With inflation shown as expected in the case of PCE, the consumer deflator that has risen slightlybut that has moved in the parameters that the market expected. Up of three tenths in the general PCE up to 2.6% in December compared to the underlying figures that earn a tenth, until the interannual figure is kept unchanged, at 2.8%.
The attention was put in Apple obtained a net profit of 36,330 million dollars between the months of October and December 2024, the first fiscal quarter for the company, which represents an advance of 7.1%.
Apple achieved record sales of 124.3 billion dollarswhich represents an interannual growth of 3.9%, despite the fact that the multinational saw 0.8% fall the sales of the iPhone and 11% its turnover in China. But its initial profits minimized by just over 1%.
Today they have published two oil companies. Chevron with strong cuts despite its dividend level, due to the fall in refining revenues, the first since 202 and cuts of the value of 4% and mobile exxon that said 1%.
In the case of the first, they have not liked the market with tight profits of $ 2.06 per share, while analysts had predicted $ 2.11 per share, according to LSEG.
And in the second, the income was 83,430 million dollars, below the consensus forecast of 86,630 million dollars.
The best of today in Wall Street, Atlassian that rises more than 21%, thanks to the great reception of its results since its guides exceed the expectations of Wall Street.
Thus, the Dow Jones earns 0.06% up to 44,910 points, the S&P 500 recovers 0.81% to 6,119 points and the Nasdaq OMX that advances 1.40% up to 19,955 points.
Already in the month, The Dow Jones rises 5.5% in the month of January, the S&P 500 adds 3.2% and the Nasdaq advances 1.9%
In fixed income, cuts in the profitability of assets, with The 10 -year Spanish bond, with decreases from 1.8 %% to 3,111% while the German Bund has 2.44% drops to 2,4565%. The Spanish risk premium rises an important 9% to 65.25 basic points.
In raw materials, oil barely moves, with A future of the Brent barrel that drops 0.09% to $ 75.81while, the West Texas places its price at $ 72.67, and loses 0.08%. In the month, the future of the European reference barrel As soon as he wins 1.38%.
Gold wins positions with An cash price that advances 0.48% to 2,807 dollars an ounce and its future that again maximum brand, and rises a monthly 6%, up to $ 2,852, with 0.22% rise.
Bitcoin already advances 0.32% to 105,237 dollars As an active, with a more than good monthly baggage and After marking new maximums above 109,000 dollars. In January it rises 12.66%.
And the Euro Dollar ratio is placed at opening levels, in 1,0393 units. In the month, the European common currency earns 0.36%.