The IBEX 35 leads profits in Europe with the highest increase of the year and in search of new maximums

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By Jack Ferson

The Spanish Variable Income is shown as the best, with the thrust of the sector that weighs the most within the IBEX 35, Banks and new uploadInditex Generalized advances, with the support of Wall Street, throughout Europe.

On a day in which markets breathe for the initial delay of one month in the implementation of tariffs to Mexico and Canada, although The West has not reacted downward with the implementation of those related to China, remember 10%.

In this way, the Ibex 35 takes up the path of the climbs, after two sessions clearly down and heads towards new levels and maximums, while closing in search of the 12,400 points.

Thus, the IBEX 35 wins 1.37% up to 12,372.80 points with the increases of Solaria 5.09%, Unicaja 4.27% and Naturgy (natural gas) 3.18% and the falls in Values ​​such as Indra 5.34%, Puig 1.61%and Cellnex 1.27%.

On a day we continue to know results in Spain. Those of Unicaja with Net benefit attributed of 573 million euros, which represents more than duplicating (+115%) the net result recorded in the previous year. He Result of the exploitation activity It is 831 million euros.

Los income Total during the Unicaja year as a whole of Unicaja were 2,041 million euros, 14.9% more. Of that figure, income from net interest (interest margin) They rose 13.7%, to 1,538 million euros. And the best for shareholders: Payout of 60% that will involve 344 million euros among its investors.

The value is placed between the best of the day, together with Banco Santander, BBVA and Inditex that they throw in the dessert of the market. The entity chaired by Ana Botín will present their quarterly and annual accounts tomorrow, before the opening of the market.

In the negative part, Indra with a bad digestion of the purchase of Hispasat for 725 million euros to Redeia, while the company reaffirms its intention to find a partner for Minsait, the company’s technological subsidiary. In two days the value has lost more than 9%.

It is also Grifols A, which has confirmed that it will finally celebrate its capital Markets Day (CMD) on February 27 in London, a day after the publication of its results corresponding to the 2024 year, after postponing it last September.

Meanwhile, according to a rental report 4, the repsol oil company could be forced to make divestments if it wants to maintain its current level of dividend. Recall that the company will present results on February 20.

«We do not expect great surprises in Repsol’s results, since the main operational figures of 4T24 have already advanced in the Trading Statement published last day 15,» he highlights in a report Pablo Fernández de Mosteyrín, rental analyst 4.

As for recommendations, JPMorgan do not see any potential on Arceormittal’s actions. Maintain the recommendation of neutral, uncharted, as well as the target price of 23 euros, that already exceeds its price, so it marks A 3.2% bearish tour with its current price in the market.

Its Dominic O’Kabe analyst emphasizes that, despite the delay in the implementation of tariff Mining and metals.

Already in the continuous market, Meliá Hotels stands out with strong advances due to a good recommendation.

Specifically, analysts of Jefferies raise the target price to 7.50 euros per actioncompared to the previous 7.40 euros. In your case, it is a 5.85% bullish potential Regarding yesterday’s closure.

Meanwhile, for Edreams Odigeo, from German bank raise the target price of their shares until 11.50 euros per actioncompared to the previous 8.30 euros. The new assessment is a Alcista potential of 25.5% Using the closure of Monday.

Already in the rest of Europe, widespread advances with a closure in which the euro Stoxx 50 rises 0.89% to 5,264 points, CAC 40 has closed with advances of 0.66% to 7,906 points, the Dax advances a 0.48% to 21,504 points and the FT 100 from Londondrop 0.14% to 8,8,571 points.

And in Wall Street, generalized, light increases for Dow Jones and powerful for Nasdaq. Today the star is called Palantir that many consider ‘the new Nvidia’, on the day on which, at the end of the market will present its accounts one of the ‘7 magnificent’, Alphabet-A.

Palantir Technologies has not only submitted better accounts than expected, but also a guide for 2025 that has pleasantly surprised investors.

Behind them, Palantir now expects income in the current quarter between 858 and 862 million dollarsabove the estimate of 799 million dollars of the market. For the whole year, the company predicts sales of between 3,740 and 3,760 million dollars, exceeding the average estimate of 3,520 million dollars.

His actions go up, at the close of the Spanish market and half a session on Wall Street An impressive 25.3%while marking its best interannual level.

We have also known the Pepsico accounts, which beats market expectations with earnings of $ 1.96 per share, compared to $ 1.94. However, the revenues reached 27,780 million, below the 27,890 million expected, since the demand for its snacks and drinks in North America fell in the quarter. The shares fall 4.2%.

Pfizer has presented gains and income from the fourth quarter over estimates, since LAs sales of the company’s COVID products exceeded expectations and their cost reduction efforts paid off. The pharmaceutical company obtained gains of 63 cents per action on revenues of 17,760 million dollars, when analysts had waited for 46 cents per title and revenues of 17,360 million. Their shares fall 1.77%.

The Dow Jones Indege rises 0.15% and is placed in the 44,490 points, with an S&P 500 that advances 0.64% to 6,032 points and a Nasdaq OMX that rises 1.24% to 19,628 points.

Already in the fixed income, the profitability of the assets rises, with advances of 0.46% the Spanish bonus to 10 years to 3,064% while, the German BUND places its performance at 2,3975% and earns 0.40%. The risk premium amounts to 0.38% to 66.70 basic points.

In oil, decrease for the price of the future of the barrel Brent that lies at $ 75.85, with cuts of 0.17 %% and for the West Texas, which cuts 1.01% to $ 72.44. Gold futures earn positions, a 0.29, while R raises the ounce.

The euro dollar records advances of 0.33%, to 1,0378 units and bitcoin that touches the psychological barrier of 100,000. Rises 0.78% to $ 99,677 active.

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