Does Ibex 35 explode? +23% in 2025 and you can still be late: What actions must be hunt now?

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By Jack Ferson

Does Ibex 35 explode? +23% in 2025 and you can still be late: What actions must be hunt now?

With May about to finish, exercise 2025 continues giving joys to Spanish stock market investors. And, beyond the increases of the year, with the IBEX 35 accumulating gains of 23%, if we analyze the values ​​per technician we can discover companies that have a good time to invest and with good catalysts. See: Ibex 35 is very strong and … more than 70% of its values ​​as well.

Within the selective, the socimis live a 2025 glowing start in the stock market, but not all of them convince equally. While Merlin Properties earns the support of Goldman Sachs with a bullish potential close to 27%, Colonial Real Estate receives a jug of cold water, with a recommendation for sale by the US firm. Which to bet on this new cycle of the quoted real estate? You are interested: This value of Ibex 35 is the real estate commitment that excites Goldman Sachs: 27%potential.

Another of the main sectors in the Spanish market is banking. When you start talking about «overcompra» in some sectors, «the price of Banco Santander (San) recorded in the session last Wednesday a daily candle with wide superior shadow, sail that is being confirmed at the moment with setbacks close to -1.6% at the time of writing the present lines,» says Álvaro Nieto, a technical analyst of investment strategies that » In the MACD oscillator, both with weekly and daily data, they invite to be very cautious if what we are looking for are long entry opportunities, since the potential short -term route could have already been left behind. ” See: Banco Santander, time to buy?

And with this a question arises. If banks and utilities are the sector that weighs the most in the IBEX 35 and these begin to be with some overvaluation, is it worth looking at the little ones?

While it is true that, for the first time in history, three Ibex 35 companies exceed at the same time the 100,000 million euros of stock market: Inditex, Banco Santander and Iberdrola. We compare the potential and perspectives that present in front of the three with less value in the selective bag: Solaria, Acerinox and Rovi. You are interested: Who offers more potential at Ibex 35? The heavyweights vs. the least capitalized.

If we cross the puddle, the announcement of the deferred march of Warren Buffet, which will leave at the end of the year the day to day of Berkshire Hathaway in favor of his current vice president Greg Abel, has launched the mechanism of succession. And therefore, the changes in the portfolio of its porpholio in the first quarter of the year become more important, if possible, in this concrete market moment. What has basically sold the ‘Oracle of Omaha’ until March? Especially financial values, especially one of them in its portfolio. What has bought? Values ​​related to consumption, such as food and alcoholic beverages, security company and also oil.

Throughout the first quarter of the current year, Warren Buffett, who will leave the first Berkshire Hathaway line at the end of 2025, has made 15 movements in his wallet. Seven of them are purchases or increases in existing positions and the remaining eight have been sales or reductions of existing positions. From here we proceed to identify those companies belonging to the portfolio of Warren Buffett that, from a point of view of charrtist analysis- and technical and technical- indicators- have a greater more immediate technical attraction.

Within Wall Street, Taiwan Semiconductors’s financial analysis has shown remarkable growth in income and benefits, maintaining a solid liquidity position and a net margin of more than 40%. In addition, its collaborative ecosystem in Taiwan ensures the formation of talent and a significant job creation, consolidating its role as leader in innovation and development in the semiconductor industry. The Investment Strategy Analysis Department analyzes a value that, due to fundamental, enters the List of Quality Shares for Long Term Investors.

If there has been a protagonist during the week, it has been Bitcoin, who has exceeded the $ 110,000 area. The cryptocurrency is unstoppable. After a 2025 in which Bitcoin has suffered as the most fluctuate and the volatility that came from the hand of Donald Trump, this month of May has served so that the crypto not only recover its role as key asset in the current market but so that, in addition, it corone new milestones. See: Bitcoin exceeds $ 111,000. It is more than Amazon and is the 5th most valuable financial asset in the world!

In this way, according to the market data consulted by Europa Press, the cryptodivisa accumulates a revaluation near 17% so far from 2025, while in the 2024 computation, 120% took care of 120% -this promotion occurred especially in the final stretch of the year to the heat of Donald Trump’s electoral victory in the United States elections.

An action that has been favored by the good march of the cryptocurrency is Marathon Holdings. The price is reaching an area of ​​resistances in the surroundings of the 16.69 and $ 17.30 per share, so that, if we attend a daily closure above $ 17.30 per action the upward trend will be strengthened.

Thanks to the recent recovery produced since the beginning of April, the price series reaches what we identify as a confluence of ceilings or resistances that we identify between the horizontal area included around the 16.69/17,30 $ per share, since, the level of 17.30 $ per action constitutes a maximum decreasing established during the bearish trend initiated in the session last Friday, November 29, November 29, November 29, 2024.

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