The IBEX 35 Recomes: Recover 15,150 points thanks to Grifols and the Repsol oil company

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By Jack Ferson

The Spanish Stock Exchange gains some strength at the close of Tuesday’s session, with moderate advances, with the recovery of the banks, with Banco Santander and BBVA that approach maximum levels, and in front of the cuts implemented by Telefónica, which however in the adjustment has reduced their falls, and those of Inditex.

The Spanish selective recovers the 15,150 points, Again in progress mode that has sat very well two thirds of the values, after yesterday’s Revé.

In this way, at the close of the market, IBEX 35 rises 0.50% to 15,158.20 points, with the advances of values ​​such as Grifols to 2.81%, the Repsol 2.7% oil company, and Arceormittal 1.73% and the falls experienced by companies such as Sacyr 0.85% and Endes 0.79% and Ferrovial 0.69%.

Between the positive of the day, we find ourselves with Act renewable energythat, from the technical point of view, the IE analyst, Álvaro Nieto points out that “the asset has registered support in areas of previous resistances that now act as support levels on the 21.76/21.95 € per share, so that the price will confirm this important level of support if we attend the overcoming of € 22.98 per share”.

Regarding the reactions of BBVA OPA improvement on Sabadell, Jefferies experts believe that «BBVA’s decision to reduce the acceptance threshold will ultimately depend on the outcome of the offer, since the more he approaches 50 %, the more manageable the follow -up will be the monitoring of the capital. The new offer now values ​​Sabadell with a 3 % premium after the evolution of the price of yesterday.» Both values ​​recover positions at the end of this Tuesday.

As for recommendations, JP Morgan’s positive review about Repsol oil. The US entity has reiterated its recommendation to overcome the titles of the IBEX 35 oil company and has raised its objective price from the previous 15.50 to 16 euros per share, which implies a bullish potential greater than 10% from the current levels of contribution. It is also benefited from the front of the profits due to the strong rise of more than more than one dollar barrel, in the price of crude.

It also improves vision of one of the values ​​that best behaves in September. We talk about Inditex, for which Alphavalue/Baader Europe has decided to take another step in its commitment to textile. The firm has reiterated its recommendation to “add” and has raised its objective price from 49.60 to 50.60 euros, which implies a potential route close to 12% from current market levels.

Telefónica that for the second consecutive day it is weighed- although minimally at the close- for the concerns that the market keeps on account of the possible cut of the dividend to add liquidity, something that investors would read badly. Recall that on November 4, it will present its results and its new strategic plan.

Already in the rest of Europe, the Euro Stoxx 50 wins at the end of 0.57% to 5,473 points on Tuesday, CAC 40 rises 0.67% to 7,872 points, the Dax advances 0.42% to 23,637 points and FT 100 revalue 0.01% Up to 9,227 points.

On Wall Street, a mixed sign for the indicators, waiting this afternoon of the words of Jerome Powell and the results of Micron at the close of the session. And all this under the breeding ground for the negotiations on the debt roof, with the countdown a week to expand it and that does not occur- as it threatens every year- a government closure and have to send home to public employees.

Among the protagonists, Firefly Aerospace registered broader losses and income lower than expected in their second quarter. The company reported a loss of $ 80.3 million for the quarter, compared to a loss of $ 58.7 million in the same period of the previous year. Firefly’s revenues for the period fell to $ 15.5 million, compared to the $ 21.1 million from the previous year, while the analysts surveyed by Factset waited $ 16.8 million.

Autozone does not reach benefit forecasts in the fourth quarter. The company registered a adjusted benefit of $ 48.71 for the 16 -week period ended on August 30, 2025, below the consensus of analysts of $ 50.93. The income reached 6,240 million dollars, in line with the expectations of the analysts. Excluding the impact of the additional week in the quarter of the previous year, sales increased 6.9% year -on -year. Total comparable sales of the company increased 5.1% in constant currency, with an increase of 4.8% in national comparable sales.

The actions of Kenvue, manufacturer of Tylenol, recover in the stock market today, after the historical minimum recorded in the previous session, after US President Donald Trump link the popular analgesic Tylenol with autism. On Monday, Trump related autism both to the use of children’s vaccines and with the intake of Tylenol-generically known as Paracetamol-by pregnant women, leading to the forefront statements that do not have scientific support in the debate on the health policy of the United States.

At the close of the Spanish market, Dow Jones rises 0.52% to 46,624 points, the S&P 500 is placed with cuts of 0.04% to 6,690 points and the Nasdaq OMX yields 0.3% to 22,717 points.

Already in the rest of the market, we start with the fixed income, with light increases that occur in the profitability of the assets. The Spanish 10 -year -old bonus earns 0.15% to 3,303% while revaluation are 0.19% for the German Bund that quotes at 2,7533%. The risk premium rises 0.27% to 54.91 basic points.

In raw materials, oil wins strongly, after an agreement was stagnated to resume exports of the Iraqi Kurdistan, appeasing some concerns of investors that the restart would be added to the fears of an excess world supply. Advances from the Brent barrel that rises 1.85% to $ 67.90 while, the West Texas places its price at $ 63.62, and revalued 2.15%.

Gold exceeds $ 3,800 ounce after winning 0.88%, while geopolitical concerns remains, again at historical maximums.

Bitcoin already moves with slight profits, while touched the $ 113,000 per active. Finally, in the Euro Dollar ratio, the single currency falls against the green ticket of 0.07% to 1,1794 units.

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