They are the best of the best in the European market, which is almost like saying the best of the best of the world landscape. We talk about values, which in this month of the usual departure of the markets, because they are not usually good for the bags, they endorse that they are the best in just four months of stock market life of what we have of 2025.
But not just that. Europe beats the stock market to the United States despite the supersust that we found with tariffs and that keeps us investors with millions of eyes on every second that the financial markets move.
That is, the big risks are still present, but we have entered a dynamic with some more tranquility, which has taken advantage of to return to the market. Less liquidity in the wallets and more bets for large values in search of greater profitability.
Hence, the best values in Europe, in each of the large bags, have very similar characteristics, with the confirmation of the exception (and as we will see now not so much) that arrives from the leader of the FT100 so far this year.
Defense and banks, the best of the best
Talk later of the defense sector that heads, With the permission of the British, each and every one of the indicators, but with the endorsement of another one, the financial that they are presenting, so far this year, the second place in terms of increases.
From the DAX, Until CAC 40 passing through the euro Stoxx 50, the most uprising values are copied by these sectors for two reasons. The first, that of defense, as they know for Trump’s arrival at the White House and the need for Europe to begin to defend itself alone, so that the investment, even in Spain, in this area, via NATO will be undertaken in a generalized way.
To this is added that the tone rises in geopolitical conflicts, With a latent putin at the gates of the European Union, With the invasion of Ukraine and given the possibility that the US does not provide support.
And a third unexpected factor, which goes through the growth needs of Germany, which fells to invest with a fund of half billion euros to reactivate its battered economy. Infrastructure and defense are the objectives that, therefore, have reactivated global companies, but above all European sector.
The second They are the banks that go up with double reading. The first, the expectation of continuous decreases for this year has broken on account of tariffs and collection claims for Trump’s United States. And although somewhat more nuanced by the danger of debt, the truth is that the planned effect, harmful to entities, on their margin of interest, has not been so impacted.
And the second passes por the work done by the sector so as not to lose income to this dilemma. And what we are seeing, in the general presentation of the accounts of the first quarter, is that the income from other concepts, in that search for alternatives to get money before the alleged decrease of the traditional business, has been solved.
These factors, together with the BBVA OPA on Banco Sabadell that revives, among other factors, the remuneration of shareholders, direct payment via or through the repurchase of shares, which unleashes the interest of investors.
The best of the best of the Dax, Cac 40, Euro Stoxx 50, Ftse Mib and Footsie
Speaking of the best sure you will ask that, perhaps they are the values that have risen the most, but that does not guarantee that they continue to rise. Especially, if we take into account that most of these values, They have no room to continue going up if we attend to market consensus and even in recommendations and objective prices of many of the individual signatures.
All of that is true, but as technical analysts say …You have to follow the price. And for the moment the price what it tells us, is that they are values that investors continue to buy, always taking into account that, especially in the current situation and before Trump’s erratic political, the risk is more than present and we must be extremely cautious.
That said, if we approach Dax 40 What we see is the undisputed leader throughout Europe. We talk about the company RheinMetall that tends to your almost total business from defense against revenues so good that it provides. The value rises so far this year 167%, but alone, in the last week, after the previous corrections, it advances 22.8%and in the quarter almost 29%.
The second value that is most revalued in the German stock market is Commerzbank. The entity with the fixed look of Unicredit and second bank of Germany, wins so far this year 56% but its revaluation in the last month is 20.38% and weekly of 6.4%.
Already in CAC 40 of Paris, Thales, another large defense, cybersecurity and the aerospace sector, accumulates 80% profits since its headquarters in Défense, the Financial District of the French capital. And Societe Generale is followed, with 4.6% profits in the last four stock market, 31% in the month and 67.6% in what we have of 2025.
In both cases analysts are still generous. For Thales, Dz Bank projects 20% potential with purchase recommendation and 300 euros of target price for value, While for Sogen Oddo BHF he also advises to buy his shares with 51 euros and increases from 12% from here to a year seen.
In it FTSE Mib, The best is taken by the Italian defense giant, Leonardowith increases of 85% in the year, but to which investors have come this week until they raise 9.4% and 18.80% in the last month. And also Ivecothe industrial and defense vehicle company that earns 50.86% in the year and 7.76% in the month.
Already in him Footsie, We have the color note. The value that goes up is is a Mexican mining company that lies in London, Fresnillo That, on account of the revaluation, both of gold and silver, the first of the world in this field, advances so far this year 76.17%. In a week he advances 5% and in the last month 33.12%.
The second does meet the standards. We talk about BAE Systems, that in the first impulse of the defenses companies it was left behind and that earns 2.3% in the week and 16.6% in the last month. So far this year advances 54%.
And we end with Spanish prominence. The Stoxx 50 euro is headed by Banco Santander so far this year, with an accumulated advance of 44.6% and 17.54% traced in the last month.
With renewed energies for the bank chaired by Ana Botín after Polish divestment, since it plans to distribute 50% of the capital that will be released after the operation, which accelerates your shares repurchase plans for an approximate amount of 3.2 billion euros, with the possibility of exceeding the objective previously announced, subject to regulatory approval.