24 October 2024
De Castro comenta también los recientes datos del PMI, que muestran una divergencia en el rendimiento de los mercados a ambos lados del Atlántico. Además, se observan diferencias dentro del Banco Central Europeo debido a los variados comentarios de los miembros de su Consejo de Gobierno. Esta situación ha empezado a afectar a los márgenes de los bancos, como se refleja en los resultados de Bankinter, que ha publicado sus cifras recientes y se ha convertido en uno de los valores que más han lastrado el Ibex 35.
Según De Castro, “lo más destacable de Bankinter ha sido la caída en el beneficio neto, la reducción en los márgenes y un crecimiento más lento”, lo cual afecta las previsiones de una superación firme de los 8 euros por acción. En esta sesión se analizan también otras compañías como Rovi, otro valor castigado en el mercado español, y el desempeño del sector de lujo europeo, en el que destacan empresas como LVMH, Hermès y Moncler, con resultados variados.
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