Who was going to tell us in the complicated week about the role of this beginning of Christmas that the word rally, discarded especially for Europe by many of the market experts, would return to our vocabulary in a generalized way in securities and market assets. The sword of Damocles drawn with The French outlook did not seem like a good prognosis, nor did Jerome Powell’s intervention in the US. from which new obstacles to rate cuts were expected.
Finally, none of that has stopped investors from buying. In the stock market activity of the Spanish stock market we have seen several interesting things. On the one hand, the definitive emergence of an IAG (Iberia) with sessions and sessions on the rise and levels that emerge, with new recommendations, such as that of JPMorgan that enter another market moment: the level of 3 euros per share is left behind and the new objective is 5 euros per share.
And although there is no unanimity on this fact, during the week in Investment Strategies we have seen overbought that some are already talking about, but also that the free rise is here to stay.
Furthermore, that, the potential, is now the most important thing, with values at maximums, as in the case of Aena or the great increases of the week for Inditex, which publishes results this coming week. Potential that goes through Grifols, Solana, ArcelorMittal and Rovi as those that can stand out the most, according to Reuters.
And to all this, we look at one of the values, to analyze it in depth with its CFO, which beats the Ibex 35 so far this year. We talk about Logistics. Pedro Losada highlights that the company’s intention is to maintain the high level of pay out of its dividend, until now, of 90% on average.
But not everyone in the stock market is based on great values, because the small ones, at home ‘the chicharros’ too, in some cases have their opportunity. We specifically analyze four ‘penny stocks’ that can continue to excel in 2025.
And values such as Greening that its CEO, Ignacio Salcedo, spoke to us about this week, in our new space, Market Leaders, are very important to take into account.
This is also the case of José María Huch, the CFO of Atrys Health, who told us the placet of their business model, based on the generation of profitability they present and the cash flow, in our Point of View, with María Mira .
Meanwhile, the general director of Arteche, Luis María Pérez, talks to us about the company’s forecasts, with a view to maintaining double-digit growth and continuing to strengthen strategic markets.
We always have to fish for the opportunities that the market shows us. And this is what analysts tell us in the European case, which now has much less visibility compared to Wall Street. This is not the case of the motor crisis, which continues its course in the Old Continent fueled by Trump’s tariffs.
But you have to choose, so it is important to check which sectors are strongest, on both sides of the Atlantic, and what to watch in the market. Oil and gas, for example, along with technology, while, in Europe, media would be one to take into account.
In any case, it is always important to take a look at that immediate future with the plans of investors and managers in the investment fund industry and what will be, in addition to the vision they present for 2025, the megatrends that will mark the future of investments in the markets. It is the central topic of the Investment Strategies Magazine in the month of December.
And the high zone on Wall Street is another benchmark to take into account, while Big Tech continues to drive the market. This is the case with a Meta (Facebook) that is incorporated into Ei’s trend portfolio as a new asset to add.
Technology that is the leitmotiv of the EFT Ark Invest that Cathie Woods has directed with a firm hand for years, and which has provided her with such good returns. We analyze their first positions in the ranking, in which only one of the big ones is found, Tesla. And we also analyze his decided commitment in recent times to the chip company AMD.
But we have asked the experts whether it is time to rotate portfolios or not, in the case of small and midcaps, which, until the arrival of Donald Trump, just as the markets are in charge of discounting from the first minute of his election, long before his inauguration in January, it can occur.
Finally, Bitcoin crossing its own sound barrier at $100,000 early Thursday morning. Increases of more than 130% in the year and the factors that have driven it.
Now, in more depth, we analyze the role of altcoins in the crypto revolution, marked, as it could not be otherwise, by the volatility of this market that is becoming preeminent throughout the world due to the blockchain universe.
Although one of the big problems is the novelty in recent years that this market has brought to investment. That means that, with its own language, it has been captured impeccably by the new generations, but it is not only for them.
If you want to learn how to invest in Bitcoin and other digital assets, we have an Online Course available so that you are not left behind and can finally understand this new investment asset with a great future, and a market with its own ideosynchrasy beyond of the traditional financial ones.