Markets

banco sabadell

Banco Sabadell reorganises management structure, placing greater emphasis on AI and transformation

Reported by the Consejeros Editorial Team The Catalan financial institution has announced a new organisational structure aimed at accelerating its transformation, simplifying management and strengthening the execution of its business plan. To implement this organisational change, Banco Sabadell has created two new specialised divisions: the Corporate Transformation and Artificial Intelligence division and the Business Transformation division. The former has been established to provide a further boost to the roll-out of…


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Shift from semiconductors and memory towards hyperscalers and software continues

Report by Renta 4 Minimal fluctuations at the European open (Eurostoxx futures down 0.2%, S&P down 0.1%, Nasdaq down 0.4%) despite continued sharp falls in Asia (Japan down 2%, South Korea down 6%) and renewed tensions between the United States and Iran. Today’s session will have several clear focal points: the Fed meeting and the results from tech giants Microsoft and Meta Platforms, whilst keeping a close eye on the…


ibex35 colorido

Ibex 35 closes flat, stocks hit hard in recent months – Amadeus, Cellnex and Grifols – stand out

Singular Bank reports European stock markets closed with slight fluctuations, showing greater resilience than Wall Street thanks to the support of a strong corporate earnings season, which offset the sharp sell-off suffered by the semiconductor sector. The Stoxx 600 remained close to its all-time highs, with approximately half of the companies in the index that have already reported results exceeding market expectations. Among the key performers, Unilever stood out, surging…


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Bleak day for Kospi, on verge of trading halt amid fears of excessive investment in AI

Report by Renta 4 European markets opened lower (Eurostoxx futures down 0.02 per cent, S&P down 0.25 per cent, Nasdaq down 0.8 per cent), following a session that started strong but ended weakly in the US and a black day on the Kospi (down 9%), which hit its lowest level since mid-April and triggered the sidecar and trading halt mechanisms at the start of the session. This fall has been…


Acciona Energía nueva

Acciona sells 361 MW of wind power capacity in Spain to GALP for €432 million

Since 2024, the group has reached agreements to sell more than 3 GW of renewable capacity in Spain, Peru, Costa Rica, South Africa, the United States and Mexico, for a total of €3.7 billion and with an average implied multiple of €1.2 million per MW. Reported by Bankinter The group has announced the sale of 15 wind farms with a capacity of 361 MW in Navarre, Zaragoza, Ciudad Real, Palencia,…


Ibex movil

Ibex 35 rises 0.80% to close at 19,741 points after coming close to all-time highs

Reported by Singular Bank The main European indices closed the session with widespread gains, buoyed by the easing of tensions between the United States and Iran and the sharp fall in oil prices, factors which fuelled greater risk appetite. The DAX led the gains with a 1% rise, followed by the IBEX 35 (up 0.8%), whilst the Euro Stoxx 50 remained flat. At the close of European trading, the session…


FED Kevin Warsh

Market expects Fed to keep rates at 3.5%–3.75%, although Kevin Warsh’s comments causing confusion

Report by Renta 4 Higher opening (Eurostoxx futures up 0.8%, S&P up 0.9%, Nasdaq up 1.5%), reflecting the pause in US attacks on Iran since last Friday, which has allowed Brent to fall to $92 per barrel (down 10% from the high of $102 per barrel reached last Thursday), a fall in energy prices that is allowing yields to ease (T-bonds down 6 basis points and Bunds down 3 basis…


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CXMT rises 472% to become most valuable company on a mainland Chinese stock exchange

The technology group has become China’s most valuable listed company following the largest IPO on the mainland since 2010. By the Consejeros Editorial Team Shares in CXMT, China’s largest manufacturer of memory processors, soared on Monday following its debut on the Shanghai Stock Exchange, in what was the largest initial public offering on the mainland Chinese stock market in recent years. CXMT shares rose by 472 per cent and, in…


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Consortium comprising Clerbil, Ohmnia, BBK Foundation and Indar Kartera launches takeover bid for Azkoyen worth €245 million at €10 per share

Azkoyen’s share price closed Friday’s session at €11.40 per share, representing a 31 per cent increase so far this year, although it had approached €15 at the start of the month. The offer of €10 per share therefore represents a 12.3 per cent discount on last week’s closing price. Reported by the Consejeros Editorial Team Clerbil (chaired by José Antonio Jainaga), together with Ohmnia’s current shareholders (Carmen Lequerica Holding, the…


ibex35 colorido

Europe rebounds on back of corporate results and falling oil prices: Ibex 35 rises 1.6% to close at 19,585 points

Reported by Álvaro Romero Mateu European stock markets recouped some of the previous session’s losses, buoyed by the correction in oil prices and a fresh round of corporate results. The Ibex 35 rose by 1.6% and the EuroStoxx 50 by 1.1%. In Asia, selling prevailed due to trade uncertainty and pressure on the technology sector. Japan’s TOPIX fell by 1.1 per cent, South Korea’s KOSPI by 5.7 per cent, China’s…