The Spanish Stock Exchange again marked maximums by the minimum, with profits for the sixth consecutive day and maximum of January 2008, for the fifth time.
A clearly transition day waiting for the events of this week that are many and varied: tariffs, inflation and face to face between Trump and Putin, in which the American president wants to start the Russian a stop the fire in Ukraine, but apart from the EU and above all, of the Ukrainian president, of Zelenski.
At the moment, on this day consolidation day IBEX 35 ends the session with profits of 0.21% to points 14,855.90 points and the increases that Solaria experience 2.86%, ACS 1.37% and Telefónica 0.97% and with the falls of values such as Puig Brands B 1,67%, Grifols at 1.52% and Arceration
Among the protagonists, ACS communicated last Friday after the closure of the markets that will receive another 380 million euros from the French group Vini for the sale of its industrial business in 2021, so the operation will reach a total of 5,282 million euros.
This is the value of the renewable assets that continued to develop the two companies together, an association that both parties have already concluded. The French has already contributed 80 million euros in recent years to ACS, so the pending final payment amounts to 300 million euros in cash.
In the financial sector, the looks are still on BBVA’s hostile OPA on Banco Sabadell, after several movements last week. Last Wednesday, Sabadell’s shareholders approached the sale of TSB to Banco Santander and to raise the company’s dividend, which left the ball on BBVA’s roof. A day later, the Basque origin entity communicated to the CNMV that it was «reviewing the synergies» of the operation. How do you see the shareholders of both the operation?
To also take into account that Grifols will pay next Wednesday, August 13, a total of 102 million euros as a dividend, the first to be paid by the Heavy -Derivated Company after interrupting this type of compensation for four years to its shareholders. Specifically, it will pay a remuneration of 0.1215 euros net per share, both for class ‘A’ titles, with the right to vote and exchanged in the IBEX 35, and for those of type ‘B’, which are quoted in the continuous market. However, this Monday the titles already quote without the right to this payment.
Meanwhile, the Financial Analysis firm Jefferies has decided to increase the target price of the two great Spanish socimis that quote on the IBEX 35, Merlin Properties and colonial real estate.
In the case of Merlin Properties, Jefferies has increased its target price in the stock market of 12.5 to 15 euros, which represents a 19% bullish potential. The firm highlights Merlin’s commitment to data centers, considering that they are becoming a tangible value source.
As for colonial real estate, Jefferies has raised its target price of 6.3 to 6.4 euros, with a 9% growth potential.
And already in the continuous market, the greatest falls of the day for Ercros once the Italian industrial group Esseco, Controlled by San Martino, he has given up the public acquisition (OPA) offer that he launched at the end of June 2024 on the Spanish chemical company, as a result of the authorization of the National Commission of Markets and Competition (CNMC) (CNMC) is subject to conditions.
According to a statement sent to the National Securities Market Commission (CNMV), ESSECO has given up once the conditions are firm as the case has not been elevated to the Council of Ministers, which would have taken the competition exam to a third phase.
Already in the rest of Europe, Good generalized tone with increases in all indicators. He Euro stoxx 50 Lose at the end on Monday of August 0.3% to 5,331 points, the CAC 40 drops 0.57% to 7,698 points, the Dax advances 0.49% to 24,074 points and FT 100 rises 0.31% Up to 9,124 points.
And in Wall Street, mixed session with cuts in the Dow Jones and in the S&P 500 to half a session and slight advances for the Nasdaq. Between the news, Nvidia after Financial Times She has published that both she and Advanced Micro Devices will yield to the US government a part of the income from certain chips sold in China. Specifically, in exchange for 15% of the income from the sale of chips, both manufacturers will receive export licenses to sell the NVIDIA and MI308 of AMD chips in China.
The actions of C3.AI collapse above 31% after having made public an advance of the results of their first fiscal quarter that have disappointed to the market. The artificial intelligence software company provides that Your income is between 70.2 and 70.4 million dollarswith losses of between 57.7 and 57.9 million dollars. Wall Street analysts had planned revenues of 104.3 million dollars.
AMC Entertainment shoots almost 11% after beating market expectations, thanks in large part to a 26% increase in assistance to their cinemas. AMC revenues in the second quarter increased 35.6% to 1,400 million dollars, above the 1,350 million expected by analysts. However, it registered net losses of 4.7 million dollars, compared to the loss of 32.8 million dollars from the previous year.
At half a session, the DOW JONES drops 0.35% to 44,019 points, the S&P 500 yields 0.04% to 6,387 points and Nasdaq omx It earns 0.10% to 21,471 points.
Already in the rest of the market, we start with the fixed income, with advances in the profitability of assets. The Spanish 10 -year -old bonus earns 0.22% HATA 3,261% while the increases are 0.36 %% for the German Bund that quotes at 2,6956%. The low risk premium in this session 0.63% up to 56.60 basic points .
In raw materials, oil cuts positions with A future of the Brent barrel that has 0.26% drops to $ 66,42 while, the West Texas places its price at $ 63.75, and drops 0.20%.
He Oro yield positions significantly after the maximum of last Friday. Yields in your Gold futures 2.45% to $ 3,405.
Of Bitcoin moves at levels of $ 120,195 per active and descends advances 1.16 %%. Finally, in the relationship Euro dollar unique currency falls against the green ticket of 0.34% to 1.16 units.