Ibex 35 Financial Markets

Ibex

Companies, Ibex 13th August 2025

Aena exceeds 32 million passengers; year-to-date traffic rises 4.1%

Intermoney | Aena (AENA) (Hold, Target Price €24) announced its passenger traffic figures for July 2025 on Tuesday after the market closed. The figures for Spain showed an increase of 2.7% last month, exceeding 32 million passengers, of which nearly 12 million were distributed between Barajas and El Prat, which increased their figures by slightly less than 1% and almost 3%, respectively. Among the other major airports, Malaga (8%) and…

Companies, Ibex 5th August 2025

Naturgy announces accelerated placement and bilateral sale of 5.5% of capital to increase free float

Renta 4 | Naturgy (NTGY) has carried out an accelerated placement of approximately 2% of its capital, 19.3 million shares held in treasury, for approximately €500 million. This represents a price per share of €25.9 and a discount of 7.1%. In addition, it has agreed to sell up to 34.1 million shares, also held in treasury, representing approximately 3.5% of the capital, to an international financial institution. Naturgy has entered…

Ibex, In Spain 4th August 2025

ECB test shows Banco Sabadell and Unicaja as institutions with greatest capital deterioration

Renta 4 | On Friday, the ECB released the results of the stress test. This exercise, we recall, does not establish a pass/fail threshold, but is designed to provide additional information for the supervisory review and evaluation process. The adverse stress scenario has been designed by the EBA/JERS for a three-year time horizon (2025-2027) and assumes a hypothetical worsening of geopolitical tensions, with very negative and persistent trade and confidence…

Ibex 28th July 2025

Airlines and airports: rising despite uncertainty; IAG and Ferrovial, preferences in both sectors

Deutsche Bank | Since the publication of our latest transport leading indicators on 27 June, airlines (up 4%) and airport and infrastructure companies (up 2%) have slightly outperformed the market average (STOXX 600 +1%), despite higher oil prices (jet fuel rose 8% to $762/mt), continued uncertainty over tariffs and geopolitics, and some mediocre PMI data. Two of the French names we cover have been the most profitable within their subsectors,…

Companies, Ibex 24th July 2025

Rental income from Inmobiliaria Colonial’s French subsidiary rises to €123 million; Colonial’s rental income could reach €197 million, up 3%

Intermoney | SFL, the French subsidiary of Inmobiliaria Colonial (COL) (Buy, Target Price €8.5/share), reported its H1 2025 figures on Wednesday after the market closed. Rental income rose by 1% in equivalent terms to €123 million, in line with Intermoney’s expectations for Colonial. Compared to the figure reported a year ago, rental income fell by 3% due to asset sales. The 1% growth is divided between a 5% decline due…

Companies, Ibex 22nd July 2025

Laboratorios Rovi’s gross margin could reach 63% thanks to lower raw material costs and higher sales of Okedi

Renta 4 | Laboratorios Rovi (ROVI) will publish its Q2 2025 results on Thursday 24 July at 10 a.m. We expect some improvement on the figures recorded in the previous quarter, although it is true that the year-on-year comparison in this second quarter is much more challenging, and in this regard, Rovi will present figures that, at first glance, appear worse. Thus, we expect Rovi to report revenues of €160…

Companies, Ibex 22nd July 2025

BBVA delays presentation of takeover bid for Banco Sabadell until September

Renta 4 | BBVA (BBVA) has confirmed that the acceptance period will begin in early September. The aim is for the prospectus to include both the results for the first half of 2025 and those of the Extraordinary General Shareholders’ Meeting of Banco Sabadell (SAB), where the sale of TSB and the distribution of the extraordinary dividend of €0.5 per share will be submitted for approval. Assessment: This decision avoids…

Companies, Ibex 22nd July 2025

Puig chairman not ruling out share buyback to boost stock market value

Link Securities | As explained on Monday by Marc Puig, president and CEO of fragrance company Puig Brands (PUIG), in an interview with Bloomberg, Puig does not rule out a share buyback to boost its stock market value. ‘Over time, we will consider whether it is appropriate to take measures to help investors who have invested in the shares to obtain the value they believe they deserve,’ said Marc Puig,…

Ibex, In Spain 2nd January 2025

Santander receives €23.6m from Google, first payments under contract signed two years ago

Alphavalue / Divacons | The Cantabrian bank has already received $25 million (€23.6 million) as the first payments for the contract signed two years ago with Google. The bank granted the US multinational the licence for Gravity, a technology that Santander developed for its own transformation and which Google will now also market to its large corporate clients. Gravity Framework, whose intellectual property belongs to Santander, is software that makes…

Companies, European economy, Ibex 20th September 2024

Iberdrola inaugurates Saint-Brieuc wind farm, one of first two in France

Link Securities | Iberdrola (IBE) has inaugurated on Thursday in Brittany the Saint-Brieuc wind farm in France, one of the first two in the country, with 496 MW of capacity and an annual production of 2 million megawatt hours (MWh), as reported on Thursday by Bolsamania.com. This will provide safe, indigenous and emission-free energy to nearly one million people. With an investment of €2.4 billion, the project began to be…

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