The Spanish Variable Income repeat again, after an impeccable January, a month like February, with still higher profits. The thrust again of the banks, But in general, the positive reading of the results in these last two weeks has raised the mood in full of investors with an Ibex 35 that It is placed comfortably above 13,300 pointslevels not seen in the Spanish stock market since June 2008.
A sustained advance in time, which leads the Spanish selective to present the best European performance in what we have been, with profits that exceed 15% in just two months. That means exceeding the advances of Ibex 35 of all 2024, how much the indicator earned, in a year considered positive, 14.78%.
In this way, at the end of February, the IBEX 35 gains% to the points, with increases above 8.4% in the month and profits for values such as Amadeus 4.69%, IAG (Iberia) 3.8% and acts 3.22% and cuts for companies such as Puig 6.78%, Grifols at 3.41% and ROVI Laboratories 2.03%.
Today the great prominence is for the results, which in block have already closed the presentation of almost all of the Ibex, with the exception of both Logista and Inditex, both with different fiscal years.
Among the best readings we find those of IAG (Iberia). The market definitely parks doubts about a value, which after climbing vertically had barely corrected and the latest recommendations had led him to lose more than 10%. After the progress of yesterday and today it recovers more than 7% and earns traction again after results in which two factors stand out.
As expected there will be new shares, the fashion process to remunerate the shareholders, but, given their good results, the airline holding in which Iberia is framed has announced an additional payment of complementary dividend, charged to these figures presented of 6 cents of euros, one more step in that recovery of the dividend after the pandemic that liked the market so much.
The company has earned 2732 million euros, 2.9% more and has improved its income, three more points than the market expected. Today has led advances.
Amadeus also, whose accounts have placed him in the top3 of profits in this Friday session and month closure at the IBEX 35. The company closed the 2024 year with a benefit of 1,258.6 million euros, an increase of 19.6% compared to the previous year. Income loved 13% and announces, how could it be otherwise, a new shack repurchase.
But we have had more, those of Acerinox, won 225 million euros in exercise 2024, 1% less than in the previous year due to the ballast of a deterioration of tax credits. Ebitda reduced 29 to 500 million euros.
Ferrovial has also quoted its record accounts after publishing them at the close of Wall Street. Specifically, it has announced a net profit of 3,239 million euros in 2024, which represents a significant increase compared to the 460 million euros registered in 2023. This increase is largely due to the surplus value obtained by the divestments made during the year.
For its part, it also acts among the ones that upload the most, have published a net profit of 422 million euros, which represents a 22% decrease compared to the previous year. This reduction is attributed to the absence of non -recurring positive impacts that were recorded in 2023, mainly related to changes in the consolidation method of companies such as Nordex and Renomar.
Puig presented to his sales yesterday, that they have not liked anything in their reading to the market despite the fact that he beats record in their net sales in 2024 with 4,790 million, 11.3% more, while Merlin Properties wins 9.4% more in 2024 and will pay a dividend of 0.4 euros per share and colonial real estate increases its recurrent benefit to 193 million euros.
Already in the rest of Europe, The indicators have not run the same fate on this last day of February despite the generalized profits they have presented in the second month of the year. Within the Euro Stoxx, sectors such as utilities, non -cyclic consumption and basic materials, have culminated the day in positive, in the face of the cuts experienced by technology, dragged largely by NVIDIA, energy and industrial values.
Bank values such as UBS y HSBC They emerge in the session along with the British Company of Spiritual Beverage, Diageo, in front of the cuts they experience ASML holgding, Prosus y Schneider Electric.
At the end of the market the Euro Stoxx 50 drops 0.14% to 5,463 points, CAC 40 has closed with losses of 0.15% to 8,111 points, the Dax wins 0.12% to 22,557 points and the FT 100 from Londonwith 0.61% increases to 8,809 points.
Already in Wall Street, the profits are imposed in half session, despite the fact that the indicators will clearly close February in negative. Until today the losses reach in the Nasdaq 5.5% and 3% already in the Dow Jones and the S&P 500.
The protagonists spend another day through Nvidia, after their falls yesterday. Today, despite cutting the opening, it has turned around, with profits of 2.7% to half session and resurfaces after the company recorded a decrease in its gross profit margin for the fourth quarter and its income exceeded the lowest levels in two years.
As for the actions that are news, note that the presentation of results continues. Autodesk is one of the protagonists, with falls of 4, minoring the powerful advances that it harvested last night in the Afterhours. The design technology company exceeds the profit expectations of the fourth quarter. Autodesk earned $ 2.29 per share, not counting items, over 1,640 million dollars in income, while analysts surveyed by LSEs anticipated a gain of $ 2.14 per share and income of $ 1,630 million.
5.8% cuts for Dell shares after the technology company reported profits per share of $ 2.68, excluding items, above the prognosis of $ 2.53 per share, according to LSE. That eclipsed the $ 23.93 billion Dell for the quarter, which were below the figure of $ 24.56 billion provided by Wall Street.
Although the figures have been shown as planned, the market rewards the consumption inflation fact, the most often by the Fed that fits the expected and low, in its underlying rate, The so -called PCE of personal expenses and income, at the year -on -year up to 2.6%, compared to the previous 2.8%despite growing three tenths monthly.
At the close of the Spanish Stock Exchange, Dow Jones Indege gains 0.59% and is placed at 44,040 points, with a S&P 500 that cuts 0.80% to 6,095 points and a Nasdaq OMX that goes back 0.85% to 19,885 points.
Already in the fixed income, the profitability of the assets down, With 0.45% cuts the Spanish bonus to 10 years to 3,077% while, the German Bund places its performance at 2,3910% and drops 0.95%. The risk premium rises 1.33% to 68.70 basic points.
In oil, cuts for the price of the future of the barrel Brent that quotes at $ 72.88, with falls of 0.94% and for the West Texas, which yields 0.82% to $ 69.78. Gold futures lose positions up to $ 2,864, with 1.09%cuts.
The euro dollar records profits of 0.06%, up to 1,0405 units and Bitcoin drops by 1%, yields to a lesser average throughout the session and is placed at 83,585 dollars per active.