Markets

samsung group offices raided probe into influence peddling widens

Samsung falls by around 10% after reporting results below consensus, despite 19-fold increase in operating profit

Report by Renta 4 European markets opened lower (Eurostoxx 50 futures down 0.4%, S&P 500 down 0.3%, Nasdaq 100 down 1%), dragged down by Asian markets, notably the South Korean Kospi index, which fell by more than 7% following the publication of Samsung’s preliminary Q2 figures (full results expected on 30 July) which, despite operating profit having increased nineteen-fold, fell short of the highest consensus estimates and caused the memory…


bolsa medcap 2026

Europe moving without clear direction: Ibex 35 falls 0.85% to close at 19,683 points

Report by Singular Bank European stock markets closed on a subdued note. The Euro Stoxx 50 fell by around 0.2 per cent, whilst the Ibex 35 retreated by nearly 0.8 per cent, driven more by dividend adjustments than by a general decline in risk appetite. The session lacked a single strong catalyst. Lower oil prices are helping to contain costs and inflationary pressure, but have acted more as a backdrop…


investment

Lower inflationary pressure could support share prices

Report by Renta 4 European markets opened with little change (Eurostoxx 50 futures down 0.1%), whilst US futures are trading significantly higher (S&P 500 up 0.3%, Nasdaq 100 0.7% up) catching up with the European markets following last Friday’s bank holiday, which reflected some improvement in the economic outlook thanks to positive macroeconomic indicators (PMIs in expansionary territory, a slowdown in US labour market growth) and oil prices (stable at…


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S&P 500 changing DNA (Fortuna SFP)

Analysis by José Manuel Marín Cebrián Yes, it is happening. A paradigm shift in the composition of the indices. The transition from an index based on value and profitability (earnings-weighted) to an index based purely on expectations and market capitalisation (growth/capitalisation-weighted) 1. The Conflict: Market Capitalisation against Fundamentals Historically, the S&P 500 has functioned as a quality filter thanks to the requirement for positive profitability (the requirement to report cumulative…


bolsa madridTC

Fourth consecutive week of gains on European stock markets: Ibex 35 rises 0.92% to close at 18,852 points

Reported by Nicolás Lopez Medina European stock markets ended the week on a high, marking their fourth consecutive week of gains, buoyed by optimism that the Federal Reserve will keep interest rates unchanged this year following the recent cooling of US employment data. Trading volume was low during the session due to Wall Street being closed for a public holiday, against a backdrop in which investors continue to draw on…


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OpenAI opens door to Trump’s interventionism with proposal to grant government 5% stake in company

Reported by Consejeros Editorial Team OpenAI has begun preliminary talks to grant the US government a 5% stake in the company free of charge, according to a report in the Financial Times. The proposal would form part of a broader initiative spearheaded by the company’s CEO, Sam Altman, to ensure Washington holds a similar stake in leading US artificial intelligence firms such as Anthropic, Google and Meta, although it is…


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Ibex 35 up 1.4 per cent, largely due to reform package announced by German government

Reported by Álvaro Romero Mateu European stock markets closed with clear gains following weaker-than-expected US employment figures, which eased pressure on interest rate expectations. This was bolstered by the reform package announced in Germany, featuring tax cuts and measures to boost business confidence. The Euro Stoxx 50 rose by around 1.2 per cent, the IBEX 35 by 1.4 per cent and the German DAX by 2.2 per cent. Oil continued…


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Spanish stock market trading at P/E ratio of 19.2x, 3.9% higher than at end of 2025

The average recommendation stands at 2.03 points (buy), with 41 stocks rated ‘Buy’ and seven rated ‘Sell’. Analysed by Patrivalor The market capitalisation of the Spanish companies analysed stood at €1,229,112.45 million at the end of June 2026, representing a rise of 10.6% compared with the end of 2025. The weighted average target price is €11.74, down 3.7% on the previous year, whilst the weighted average market price is €11.36…


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IBEX 35 falls by around 0.3%, dipping below 19,400 points during session

Reported by Nicolás Lopez Medina European stock markets have started the quarter on a weaker note following recent gains. The Euro Stoxx 50 has fallen by around 0.7%, and the IBEX 35 by nearly 0.3%, dipping below 19,400 points during the session. Oil has remained the key barometer of the session. Brent crude has hovered around $72 per barrel, buoyed by technical talks between the United States and Iran and…


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Bankinter raises all its index valuations

Analysis by Mari Pinardo “With fewer risks, better earnings prospects, lower inflation and lower interest rates, it makes sense for the stock markets to rise further” – this is how Bankinter’s analysis team summarises its outlook for the remainder of 2026, presented on Tuesday by its director, Ramón Forcada. At his traditional press briefing, Forcada noted that the markets have become accustomed to living with risks and that the environment…