A head start in Spanish equities

Also available in Spanish, see next article.

First of all, let’s be clear. The following is not investment research/advice.?And, as such, it involves no investment recommendations. These are notes I take to keep myself current on newsflow regarding Spanish equities. I share them freely (and not just as regards price). As always, I am only trying to help. Please read the rest of the “discomplainer (*)” at the end of the article.

Stories in alphabetical order

Aena? (+/=) Aena airports achieved a historic high number of passengers in August with 29.8m +9.5% on 2022 and +1.4% on 2019 (Cinco Dias p15)

CAF?(+/=) Will build hydrogen fuel buses for Italy and Germany for €150m (Expansion.com)

Investment Strategy? (=) The Ibex index rises 0.21% to 9.455, achieving its third consecutive rise ahead of the US CPI (Expansion.com)

(-/=) According to the Bank of America survey fund managers expect a decline in European equities in the short term (Cinco Dias p18)

(=) Spain repeats as the third country in the EU by restrictions to commerce (El Economista p25)

Macro?(=) The August CPI shows 2.6% annual growth vs. the +2.3% of July, with underlying inflation at +6.1% vs. +6.2% (National Statistics Institute)

Utilities & Ren sector?(-/=) The National Commission for Markets and Competition (CNMC) declares war on the misleading commercial practices of the utilities (Expansion.com)

*The above information has been read/understood/summarised/evaluated/copied as well as I could to provide a guide to Spanish equities (as part of a personal research project on the impact of information transparency on the market i.e. “derecho de cita”), given available timing/intellectual constraints, and I accept no liability for misreading and/or mistranslating the original copy (which I urge you to check, as I am only trying to point you in the right direction, I hope). As for what you may decide to do, after reading the above, please contact your legally approved provider of investment advice on Spanish equities. Feel free to copy (but remember to check the original first).