The IBEX 35 yields 0.14% to 14,999 points in the half -session this Thursday. On the decline side, Indra lowers 1.70%, while acting and operating renewable energy reacted 1.60% each. The most bullish value is Puig Brands, which is recorded 2.04%, by 1.66% that is recorded arcelormittal.
The Selective Madrid It comes from three days in a row in which 375 points have been leftmoving away from the maximum of 15,396.80 points last week.
Behind this corrective of the week have been bankswith great weight in the index and that until now they had been the main engine of advances, but that have been very infected by political events in France and the impact they are having on the bond market. It also had a lot to do with the news published by Bloomberg that the government of Italy was considering extending the current norm that obliges entities to suspend the use of deferred tax credits. In that sense, we will have to be attentive today to its evolution, especially in the most penalized yesterday: CaixaBank, Bankinter and BBVA.
On the opposite side is Solaria, which yesterday shot 8%. The company has duplicated its price since the minimum of April, largely due to the support of analysts and investors to its commitment to data centers.
In other news of the day, ACS advances in the sale of the transport division of its Australian subsidiary UGL. The disinversion process, for which the company has hired Macquarie Capital, has attracted the interest of Service Stream, a firm quoted in the Australia Stock Exchange, according to publishes The economist. The valuation would be about 560 million euros.
On the other hand, it must be borne in mind that integral logist pays today to its shareholders a dividend on account of exercise 2025 of 0.56 euros per share.
As for the recommendations of the analysts, Morgan Stanley raises the target price of Banco Santander up to 9.50 euros per share, compared to the previous 8.30 euros.
In the continuous market, investors will have to be attentive to companies such as OHLA, GAM and San José Group, which have accumulated double -digit increases and also have considerable potential to continue climbing in the stock market.
Cox, in association with AMA Power, has signed a cooperation agreement with the Ministry of Energy and Water of Angola (Minea) to develop a large seawater desalination plant in the Mussulo Peninsula. The plant will have a capacity of 100,000 m³/day and supply about 800,000 people.
In the macroeconomic agenda From this Thursday, the attention will be directed to the US, where GDP data will be published, as well as unemployment subsidy applications and pending housing sales. By then the monetary mass M3 and consumer confidence will have been known in the Eurozone, which descends to 95.20 points.
Wall Street, Europe and other markets
At the moment, Wall Street futures point to a mixed opening, with the Dow Jones up 0.2% and S&P 500 and Nasdaq moving plans. In these behaviors it has a lot to do with the bad reception that the quarterly results have had last night by Nvidia. Although the artificial intelligence giant managed to beat the analysts’ forecasts again, with income of 46,743 million and gains of $ 1.05 per share, investors seem scared by the future of the business in China, which hits a thread in a context of commercial war between Washington and Beijing.
The day was upward yesterday at Wall Street, with the S&P 500 conquering a new historical maximum after rising 0.24%. The Dow added 0.32% and Nasdaq 0.21%.
During the Asian day, Tokyo’s Nikkei 225 index has managed to close with a 0.76% rise to 42,842 points. And that the main commercial negotiator of Japan canceled a visit to the US at the last moment, which further delays the conversations destined to finalize an investment package of 550,000 million dollars offered by Tokyo in exchange for a relief of punitive tariffs.
In raw material markets, oil prices fall, At a time when investors weigh the prospects for the demand for fuel in the US before the end of the summer season and evaluate the possible changes in the supply of crude oil, while India faces the severe US tariffs for importing Russian oil. Oil Brent Reference in Europe it goes back 0.5% to $ 67.10 per barrel, while American West Texas futures fall 0.33%, at $ 63.94.
The change between the euro and the dollar rises 0.10% to $ 1,1650 for each community currency.
As for fixed income, the Spanish debt bonus to ten years offers a profitability of 3,316% that leaves the risk premium against Germany in 61.35 points. The French risk premium is located today at 79.95 points, while investors continue to calibrate the country’s political future. On the other side of the Atlantic, the American reference bonus pays 4,226%.