The Spanish bag is clearly dressed in gala with determined advances and several milestones to take into account throughout this session. On the one hand, after the global hangover of the Deepseek effect on the global sector of both semiconductors and data centers, advance for the first time at the end of the closure above 12,000 points, A height that had resisted furious, and closures like yesterday at the edge of that level, in what we had of 2025.
On the other, that at the end of the session that level above 12,100 points place it at the head of the revaluation throughout Europe and Wall Street, with annual increases for the IBEX 35 that already touch the 55 and that They place the Spanish selective at levels not seen in the market since January 2010.
In this way the IBEX 35 closes at new annual and 15 years, with increases of 1.31% to 12,154.20 points commanded by Amadeus 3.15%, Inditex 3.09% and Banco Sabadell 1.94% to the cuts of companies like Solaria 1.33%, Grifols at 1.16%and ACS 1.15%.
Among the advances in the session, an inditex clearly stands up, auged again in Europe because of the recommendation we told them yesterday and that Jefferies has made by placing it as its favorite of the textile sector. Elevates your target price up to 56 euros From the previous 54 in a report from the entire European sector and leaves its double digit potential.
Meanwhile, the road show From the new president of Telefónica, Marc Murtra, also gives wings to value. A series of meetings with the company’s main managers in its most relevant markets. The first stop of this initiative took place in London, marking the beginning of a tour that also contemplates visits to Brazil and Germany in the next few days.
Good tone for banks, which are still very aware of the novelties in the hostile OPA released by BBVA on Banco Sabadell, which brings its final stretch in this first quarter of the year.
As published today The avant -gardeSabadell plans to triple the remuneration to try to stop the BBVA OPA. Specifically, The signatures expect the Catalan bank to multiply by three the remuneration to the shareholder this year Regarding the 666 million euros last year. A part of the money to pay shareholders will come from the ordinary benefit and, another part, the excess capital above 13%.
As for the continuous market, the results, today read and published at the end of yesterday of rent 4, which obtained a net profit attributed to the group during the 2024 year of 32.1 million euros, with a growth of 23% against the 26.1 million euros in the same previous year. The net benefit of the fourth quarter amounted to 8.9 million euros, compared to 6.9 million euros in 2023, which represents 29.6% more.
And Talgo, who today is news with his slight advances because Polish State Fund PFR It is open to closing strategic agreements with Spanish investors to assess a friendly offer for the company, which allows Spanishity to maintain and have the approval of the government, which, which Last year he vetoed an OPA of the Hungarian Magyar Vagon group.
Already in the rest of Europe, generalized increases in all indicators and with sectors such as utilities, non -cyclic consumption and financial values pulling the euro Stoxx 50, while among the falls, we see industrial values, basic materials and care of health.
Regarding values, Deutsche Telekom, Unicredit and Prosus They are the values that are more revalued on Tuesday, in the face of falls, again for Schneider andlectric and for the British mining metal of Glencore y Rio Tinto.
Today we have known Siemens Energy results, The leading energy technology company has presented its financial results corresponding to the first quarter of fiscal year 2025. During this period, the company registered A net profit of 463 million euros, which represents a 75.3% decrease compared to the 1,878 million euros obtained in the same period of the previous year.
At the close, the Euro Stoxx 50 rises 0.17% to 5,197 points, CAC 40 yields 0.12% to 7,897 points, the Dax advances 0.67% to 44,770 points, and the London session ends for el FT 100 with revaluation of 0.34% to 8,532 points.
A Wall Street,recovery after yesterday’s scare, while the Nasdaq already bounces above the percentage point.
Nvidia today bounces after, as we counted yesterday, the greatest fall in capitalization of a value in Wall Street throughout its history, with 600,000 million and has gone from first to third place in capitalization, against Apple and Microsoft.
At the moment, the results season is quite solid. With 78 companies of the S&P 500 having published its accounts, the average increase of the benefit per share is 8.2%, compared to the 7.5% expected before the publication of the first company. Bate results 80.7% of companies disappoint 12.0% and the remaining 7.3% are online. In the last quarter (3t 2024) the profits per share increased by 9.1%, compared to the 5.1% expected initially.
Today they have met requests for durable goods in December, with a 2.2% drop which contrasts with the 0.6% rise expected by the market. In addition, the November data was reviewed down, from -1.2% to -2.0%.
Thus, the Dow Jones earns 0.51% up to 44,941 points, the S&P 500 recovers 0.64% to 6,050 points and the Nasdaq OMX that advances 1.20% up to 19,567 points.
Already in fixed income, go up The 10 -year Spanish bond, with advances of 0.22% to 3,162% while the German BUND is revalued by 1.38% up to 2,5630%. The Spanish risk premium drops an important 7.43% to 59.80 basic points.
Already in raw materials, oil barely moves, with A future of the Brent barrel that rises 0.07% to $ 76.25while, the West Texas places its price at $ 73.29, and earns 0.18%. Gold wins positions with An cash price that advances 0.60% to 2,757 dollars an ounce.
Bitcoin already advances 1.13% to 102,320 dollars As an active. And the euro dollar ratio is placed negative for the single currency, with cuts of 0.62% to 1,0428 units.