The Ibex 34 (remember from Arcelor is out of the selective cautalarmente until it becomes clear what their OPA) has closed the week at 11,934.1 points.
At these levels, and given the way the world (the invasion of Israel interest rate rise of 3%, high oil prices, etc) there is little to gain and much to lose. Now analysts say nothing, but if we see a crash like 3 months ago, analysts say. "This could be seen coming because of geopolitical tensions, high interest rates and high oil prices."
For me this next week, we watch as the IBEX 34 drops to 11,600 (last resistance now becomes support) and how much the IBEX will climb to the 12,500 now and the end of the year. Yes, you can make money in the bag, but the risk involved, makes it worthwhile.
Looking inside the market, we must remain vigilant to the takeover on Metrovacesa. Closed the week at 71 euros and up to 80 (bid price) is a propitious for possible differences among arbitrageurs who still have not purchased Metrovacesa (do not think that much). By the way, Rivero OPA could increase from 26% to 38%.
We'll see what happens on Monday. More Takeovers
outstanding as I said last week.
now, many of the selective values \u200b\u200bare near yearly highs.
A Repsol has a hard time approaching the 23 euros, despite the rise in oil prices, is giving more grief than joy. I recommend buying long term because it has the lowest PER of its sector and could be a candidate to be offeree. Telefonica
annual maximum is 13.39. They will have traveled to the 13.60 and even 14.10 (price before to buy O2 in November last year). I would maintain long-term TEF, but in the short term would sell part.
short term, the bombings may be Prisa (which is very cheap to 12.85) and Sogecable has fallen from 34 to 20 for the television rights issues. At the end seems it has reached an agreement. Sogecable currently trading at 25.74 and at least until the tour is 30 euros.
We could also see a rise of Cintra in the short term.
Discover bombing can be much more risky to always, Jazztel. In a year has fallen from 1.10 euros to 0.38 euros. Everyone expects a rebound to come in and usually it bounces up a few days to track down. There has risen 7.5% from 0.40 to 0.43. For me too much risk and to be as low as 2.5% lose between purchase price and the sale (the minimum difference is one cent).
And to finish a thought. International conflicts affecting financial markets, it is true, but it affects innocent families lost their homes and loved ones and not even know what the Dow Jones or Eurostock 50.
Peace, please.
0 comments:
Post a Comment