A lot of information to process today investors have had today, With the irregular truce announced by Trump that today leaves strong increases in the markets And the lead fall of the oil that lasts since yesterday afternoon, after the surgical and communicated response of Iran to the United States and the posterior high fire with Trump has as definitive between Jerusalem and Tehran.
A breath of fresh air, which has ‘saved’ today the day for investors who have launched to buy the values that, clearly, especially of the tourism sector, sold yesterday.
One day loaded with dividends ads, among which are those of Enagas and Iberdrola and focused on the decision of the BBVA hostile bid ministers on Banco Sabadell.
The IBEX 35 ends the day with increases of 1.41% to 14,035.10 points with rises for companies such as IG (Iberia) 6.51%, Mapfre 3.52% and Unicaja 3.19% and falls for Repsol 2.49%, Grifols to 1.89% and ENAGAS 1.41%.
The clear protagonists, BBVA and Banco Sabadell and Moncloa’s decision on the OPA, which still, in the case of the Basque E offer entity, has no official response, evaluating the situation that changes the panorama of the offer clearly.
The Council of Ministers has given its approval to BBVA OPA on Banco Sabadell, although both entities must Stay autonomous at least in a period of three yearsalthough they could be up to five. The minister has assured that the main condition to give his approval is that “in the next three years both entities maintain Legal personality and separate patrimonies, as well as autonomy in the management of your activity”.
That supposes that de facto could not occur, for example dismissals, that they would serve for cost savings, or closure of branches, which were handled about 300.
With a round trip in the market, after the suspension of both values by the CNMV, the return to the price has meant, for both lower levels against the above, although the caution presides over the opinion that is expected to BBVA, especially, whether or not these conditions make you give up to the offer.
Among the increases stand out two values. IAG (Iberia) The airline holding, just as the rest of the sector was affected on their routes by the crossing of missiles between Iran and Israel, and later, by the surgical attack by the United States on the enriched uranium positions of Tehran.
Strong rebounds that have exceeded 8% intradic, and for which Jefferies maintains its purchase recommendation on the value with target price in London of 400 pence, of 4,666 euros per action which means granting an improvement potential, since its closing yesterday, of 22%.
Also, Mapfre, encouraged in its price once Barclays improved Neutral from undermining the recommendation on value, raising its target price to 3.5 euros per share from 2.30 precedents for the first market insurance.
On the other side, the repsol oil company affected by the fall of more than 15% accumulated since yesterday of crude oil in international markets, while RBC has cut the repsol target price to the 14 euros per actionfrom the previous 16 euros. This assessment is still a 9% bullish potential compared to yesterday’s closure.
Regarding Iberdrola, two important news for value. The first is that the Utility has appointed CEO of Group A Pedro Azagrawho held the CEO post of the USA so far, at the head of its advanced subsidiary, replacing Armando Martínez. Pedro Azagra has been in Iberdrola for 25 years, first as director of Development and Responsible for the International Expansion of the Company and for 3 years as CEO of the Iberdrola subsidiary in the United States.
The second goes through its dividend. Iberdrola will distribute among its shareholders a minimum of 0.404 euros gross per share as a complementary dividend, charged to the results of 2024. Remuneration to the investors of the Utility which adds to 0.231 euros per share already paid last January as a dividend on account. With calendar of key dates.
More about dividend, for the best in the market. Enagas has communicated to the CNMV, the National Securities Market Commission the key dates to access this remuneration, in accordance with what was approved at the General Board of Shareholders held on March 27, 2025. This is the complementary payment of the complementary payment of 0.6 euros gross per share that will be paid to the shareholders on July 3. The discount date, next Monday, June 30.
Already in the rest of Europe, the euro Stoxx 50 wins 1.45% to 5,296 points, CAC 40 advances 1.04% to 7,615 points, the Dax wins 1.60% to 23,647 points, and the session in London for The FT 100 at opening levels up to 8,756 points.
And in Wall Street, pending Powell’s testimony, beyond the geostrategic news of the truce, aiming his intention to keep waiting until he has a better understanding of the impact that tariffs will have on inflation. «Monetary policy changes continue to evolve and their effects on the economy remain uncertain,» says Powell. «The effects of tariffs will depend, among other things, on their final level.» The monetary authorities are «well positioned to wait to know better the probable course of the economy before considering any adjustment to our political position,» he said.
At the close of the Spanish Stock Exchange, the Dow Jones rises 0.87% to 42,950 points, the S&P 500 wins 0.88 %% and is placed in the 6,078 points while the innovative and technological Nasdaq OMX advances 1.29% to mark 19,885pantos.
In fixed income, mixed levels for the profitability of assets with The Spanish 10 years bonus that drops its performance by 0.09% discount to 3,192%, Faced with 0.76% profits for German BUND, up to 2,5260%. The Spanish risk premium drops 3.47% to 66.70 basic points.
For its part, in raw materials we see As oil has important falls, throughout the entire session, in the case of Brent’s futures, of reference in Europe, with levels that are placed at $ 67.02, and cuts of almost 5% while the American West Texas descends in price to 65.29 and loses a bulky 4.71%. More than 15% since yesterday.
Continuing with commodities, gold futures with tracts of 2.34% with levels for their futures of $ 3,315 per ounce.
The euro dollar rises 0.41% for the common European currency at the close of the Spanish stock market session and crosses the green ticket at 1,1625 units, at maximum levels of the year. Already Bitcoin, with important increases, advances 4.12% to 105,614 dollars per active.