Advances in Spanish equities in the last trading session of the week marked by the gains also of the last five days and that compensate the levels of the previous five days, with accumulated increases of 1.67%.
Furthermore, the selective marks its best closing session so far this year and crosses the rubicon of the level of 11,900 points, which would have been elusive in the sessions of this 2025.
In this way, the IBEX 35 ends Friday with gains of 0.64% to 11,916.30 points, supported by the gains experienced by values such as Fluidra 2.41%, Aena 2.19% and Enagas 2.03% and cuts from companies such as MERLIN Properties 1.10%, Unicaja 0.46% and Logista 0.34%.
Among the protagonists of the session, the new short positions that we have learned about today in the Spanish stock market. On the one hand, in the case of Grifols A, the Eleva Capital fund, led by Eric Bendahan, has made a significant decision in the stock market by opening a 0.51% short position on Grifols, which has generated interest in the financial sector.
According to the CNMV, Grifols has another bearish position, of 0.72%, managed by the Ako Capital fund since December 18.
On the other hand, the changes in those of Bankinter. Its biggest bassist is Point 72 Europe (London) LLPwhich has 0.69% of the capital invested short, with the last registration date of January 15. That same day Canada Pension Plan Investment Board increased its bet against the entity to 0.66% of the capital.
Marshall Wace LLP It has a declared short position in Bankinter of 0.62% since January 14, although it has reduced it from the previous 0.77%. Point72 Asset Management, L.P. It has declared 0.59% since the 13th.
Caixabank also informs the CNMV that it has executed 61.12% of its share repurchase program during the ninth week of its program. The maximum amount established for this program is 500 million euros.
During this week, the entity acquired nearly 4.1 million securities at a weighted average price of 5.6715 euros, which represents a disbursement of more than 23 million euros. In total, so far, CaixaBank has repurchased 58,079,943 shares for a combined value of 305.6 million euros.
And Telefónica, which through its subsidiary Telefónica Emisiones, has carried out a guaranteed bond issue in the Euromarket for a total of 1,000 million euros.
Already in the rest of the continuous market, the strong advances of Talgo stand out, greater than 7% once it has been known that the train manufacturer Pesa, controlled by the Polish statehas hiredl French bank Société Générale to launch one Public Acquisition Offer (OPA) of shares on Talgo, despite the fact that this operation would once again be opposed by the Government, which has already vetoed a similar offer from Hungary.
Meanwhile, ENCE also rose strongly, almost 5%, driven by a report from JB Capital in which the firm reiterates its ‘buy’ recommendation on the company and improves its target price to 4.3 euros per share, after include the group’s new biomethane business line.
In its report, JBCM estimates that Fulfilling Ence’s objectives for the biomethane business would mean a current value of more than 150 million of euros, although at the moment they only include a part in their valuation.
Already in the rest of Europewidespread gains in the indicators, with a Euro Stoxx also clearly bullish in sectors such as industrial, basic materials and non-cyclical consumption compared to the correction of sectors such as healthcare and cyclical consumption.
In terms of values, the promotions experienced stand out the British Glencore, the Swiss UBS and the German Siemens.
All this in the face of the cuts experienced Novo Nordisk, Roche and Novartis, pharmaceutical sector very punished, because the Danish company has had double bad news today, on the one hand due to the downward price negotiations that the inclusion of its two star drugs in the American Medicare list entails, and due to the worst results of its STEP UP anti-obesity trial.
At the close, the EURO STOXX 50 rose 0.80% to 5,147 points, the CAC 40 gained 0.98% to 7,709 points, the DAX advances 1.30% to 20,900 points, and the session in London ends for el FT 100 with revaluations of 1.35% to 8,505 points.
Already on Wall Street, widespread advances for the indicators. The one that has performed the best has been the DOW JONES, with a cumulative increase until the close of yesterday Thursday of 2.90%, compared to the 1.89% that the S&P 500 has recorded. Both They are on track to record their best week since November. The technological Nasdaq rises 0.92% in the week despite yesterday’s corrective, in the absence of this Friday’s closing.
In news, Salesforce rises 1.9% after TD Cowen upgraded the software vendor to ‘buy’ from ‘hold’.
For its part, Fastenal fell more than 3.3% at the opening after the company’s fourth-quarter earnings and revenue fell short of Wall Street expectations. Fastenalearned 46 cents per share on revenue of $1.82 billion, while analysts surveyed by FactSet expected 48 cents per share on revenue of $1.84 billion.
And the largest, Apple, recovered positions today after yesterday’s falls, 1.4% in the first minutes of trading. Despite this, it is possible that he will not save the week after marking his worst session since last August, once they met sales data well below the average that iPhone had recorded in China.
And in breaking news, the Wall Street Journal reports that David Solomon remains CEO of Goldman Sachs five more years. The investment bank would have offered a bonus of 80 million dollars to the American manager, thus ending speculation about his future. Goldman Sachs rises 1.6% and marks its highest year-on-year level.
Thus, the DOW JONES gains almost 1% at mid-session to 43,569 points, the S&P 500 recovers 1.11% to 6,003 points and the Nasdaq OMX advances 1.57% to 19,643 points.
Already in fixed income, it drops the 10-year Spanish bond, with cuts of 0.69% to 3.165% while the German bund fell 0.83% to 2.5010%. The Spanish risk premium reaches 66.15 basis points, and drops 0.15%.
Already in raw materials, oil is cutting positions, with a future for the Brent barrel that drops 0.64% to $80.75while West Texas places its price at $77.28, and drops 0.73%. Gold gains positions with a spot price that advances 0.07% to $2,716 per ounce.
Bitcoin now remains unstoppable with increases of 5.4% to $104,707 per asset, annual highs awaiting Trump’s arrival at the White House on Monday.
For its part, the Euro-Dollar relationship is negative for the single currency, with cuts of 0.10% to 1.0288 units.