The Spanish variable income does it again. And there are already a few times so far this year and its third maximum of 16 and a half consecutive So far this week. And is that tranquility, both in the macro field, as in the central banks, but, above all, No news from the United Stateswith novelties of the tariffs, they re -boost the purchases determined among investors.
So that it places the selective at levels not seen since June 2008 and again breaking barriers: third consecutive time of maximums in what we have been with the essential support, one more day, of two fundamental factors. On the one hand of the good work of the banks, which tomorrow they finish presenting their accounts, so far very good, with those of Banco Sabadell
And on the other with the results that become the face and cross of the session this Thursday. The face represents the double digit climb that implements double digit and the logista cross, to Take the selective on the selective above 12,700 points.
With everything and at the end of this fourth stock market session of the week, IBEX 35 rises 1.55% to 12,731 points with the advances of Arceormittal 13.21%, Banco Sabadell 2.41% and BBVA 5.49% and Falls that experience values such as Logist 2.85%, Naturgy (natural gas) 2.37%and Redeia (REE) 1.74%.
The undisputed protagonist of the session is Arceormittal with double -digit climb that has erected, thanks to the good reading of his results, in the king of the selective in this session. In the equation, the improvement of both the dividend and the benefit that has been promoted today, in a massive way, the purchases of investors on the value.
In the set of 2024, the steel giant a benefit of 1,339 million dollars was recorded, an increase of 45.7% compared to 919 million last year, as he has communicated to the National Securities Market Commission (CNMV ).
But for their weighting, the great beneficiaries of the session have been the banks, all as a whole, headed both by Banco Sabadell, which tomorrow will publish their accounts and are expected to announce dividend added thanks to a distribution of their excess capital.
And Banco Santander, for which analysts have improved their target price intensively after yesterday’s increases and that reaches, at best 48% to 8 euros per share. This is the case of Sabadell, but from Alantra, they bet on a strong purchase on their actions with Objective price of 6.95 euros and discount with which it is now quoted on that PO of 28.6%. Today the value has risen again.
The negative part of the session, for logista that has presented before the opening of the market the results corresponding to the last part of the year. Specifically, between the months of October and December 20224 the net profit Logista reached 77 million euros compared to € 73m of the preceding year, which represents an increase of 6%.
In this period, he obtained some income of 3,292 million euros, 4% more than in the same quarter of the previous year. Regarding Economic salesincreased to 458 million euros, 7% more than in the same quarter of the previous year.
While, Saudi Telecom Company (STC) He has made the 5% of Telefónica through derivatives, which allows him to officially reach 9.7% of the company’s capital. This has officially sent it to the Saudi Stock Exchange, reiterating its right to enter the Board of Directors of the Spanish operator.
And in the continuous market, prominence for Talgo with suspension and return to the market included. The offer has been officially confirmed of 155 million euros by Sidenor, in collaboration with the Basque Government, BBK and vital, to acquire a participation in the railway company, of 29,7682% that Trilantic possesses in Talgo. This proposal seeks to influence the process of entry to Talgo, competing with the interest of other companies such as Polaca Pesa and India Jupiter Wagons.
The base price is 4.15 euros per sharebelow its return to the quotation, susceptible to increase by up to a maximum of 0.65 euros additional per action subject to compliance by talgo of certain financial objectives in the 2027 and 2028 years.
And in the rest of Europe, at the end, the Euro Stoxx 50 rises 1.64% to 5,357 points, CAC 40 wins 1.56% to 8,007 points, the Dax advances 1.64% to 21,904 points, and the session in London ends to el FT 100 with revaluation of 1.19% to 8,725 points.
In Wall Street, mixed trend with down Dow Jones. Prominence among others for Eli Lilly. The pharmaceutical company has communicated adjusted profits of $ 5.32 per share in sales of the fourth quarter for $ 13.53 billion.
The Zepbound weight loss medication generated $ 1.91 billion, while Mounjaro diabetes treatment generated $ 3.53 billion. Analysts were waiting for sales of $ 1.99 billion and $ 3.63 billion respectively.
At the end of the day in the Spanish Stock Exchange, the Dow Jones cuts up to 44,815 points 0.13%, the S&P 500 wins 0.23% over the 6,075 points and the Nasdaq OMX that barely advances 0.23% to the 19,737 points.
Already in fixed income, go up The Spanish 10 -year -old bonus, with 0.10% advances to 3,029% while the German BUND rises 0.47% to 2,3720%. The Spanish risk premium reaches 65.70 basic points, and drops 2.45%.
Already in raw materials, oil advances, with A future of the Brent barrel that wins 0.29% in the start of the year up to $ 74.83 While, the West Texas places its price at $ 71.25, and rises 0.38%. Gold, yields from maximums with An cash price that cuts 10.54% to 2,851 dollars an ounce.
Bitcoin already drops 1.16% to $ 96,997 per active.
For its part, the Euro Dollar ratio is placed with 0.27% drops for the common European currency and is changed to the green ticket at 1,0375 units.