The second quarter of the year may bring the odd surprise with respect to the Ibex 35 stocks that should make up our investment portfolio for the face, at least at the end of the year. They are values to some extent forgotten by the analysts of the equity markets and that in any case they can do better than the rest from now on. Among other reasons because they have had worse behavior during the last rises that the national stock market has experienced. In some cases, with a upside potential more than interesting right now.
This investment strategy can be very interesting to carry out because it is not strange that from now on there are serious price corrections of company shares. With a deterioration of the technical aspect and that can lead to that some stock values go from being bullish to bearish, at least in the short and medium term. While on the other hand, there are some Spanish equities that have entered in the last trading sessions in the situation of free rise, which is one of the best they can go through.
Either way, it constitutes a clear opportunity to take positions and make operations profitable in a period of time that is not excessively long. To the point, which are some of the most recommended stock market proposals by analysts specializing in equity markets. Although it is not an excuse to take some kind of precautions to avoid unnecessary risks in all cases. But it always seems that they are going to do it much better than the rest of the companies listed on the national markets. With operations aimed at the short and medium term at most.
Mapfre will give some of the surprises
Mapfre generated last year an operating result of 702 million euros in 2018, 0,3% more than the previous year. However, at the end of 2018, the company has decided to strengthen its balance sheet by dedicating 173 million euros to the partial impairment of goodwill from operations insurers in the United States, Italy and Indonesia. This is done with the aim of adapting to the new circumstances of the markets, maintaining profitability for its shareholders and laying the foundations to continue growing profitably. After accounting for this effect, the profit for the year was 529 million euros, 24,5% lower than that registered in 2017.
The fall in financial income due to low interest rates, the depreciation of currencies (which had an impact on the result of 17 million euros), the cost of catastrophic events (mainly hurricanes and winter storms), with an impact on the reinsurance business of 97 million euros, and the re-expression due to hyperinflation of the subsidiaries in Argentina (since it is considered a hyperinflationary country due to the fact that it has an accumulated inflation of more than 100% during the last three years), with a negative impact of 18 million euros, have negatively influenced the result.
Endesa lined up at 26 euros
The power company seemed to have finished with its upward climb but it has not been this way. Not much less, if not that on the contrary it has taken on new vigor and everything seems to indicate that it is going to go up to the level of 26 euros per share. That is to say that it still has a very relevant upward stretch and that it can be very interesting to take positions from now on. It is very likely that this level in its stock market valuation will not achieve it in its next trading sessions. There will be no choice but wait a few months to reach the highest point of its price and that coincides with the high part of its bull channel.
In any case, and before this occurs, its technical aspect shows that a correction in their prices That would bring you up to around 22 euros or a little more. Movement that should be taken advantage of by investors to take positions in the value in a more aggressive way than usual. In any case, there is one clear thing that tells us that when it reaches 26 euros it will be the definitive time to close positions and enjoy the many capital gains that have been achieved until that desired moment that seems closer and closer.
Cellnex returns to the attack
There is no doubt that this new company in the selective index of Spanish equities may be a pleasant surprise for small and medium investors in the coming days. This is due to the fact that the price of this company returns to pick up after having approached support areas, its previous resistances. With which a very interesting bullish structure has been formed that can lead it to reach its all-time highs. Something that was not counted on in the past year and of which investors who are positioned in the value will be happy.
On the other hand, it cannot be forgotten that it is one of the stock market proposals that has had the best performance in recent months. Outperforming even some of the highest-cap stocks on the equity markets. Although it can be taken with a little calm this new bullish leg that still has to go. Of course, it will be worth waiting a little within the listed price because the prize can be very worth it.
Amadeus, more valuation on the stock market
As a last alternative, there is the company linked to the tourism sector and which is giving a great show of force in the last trading sessions. With the confidence that in your current assessment, there is no doubt that it will allow us adjust certain stops higher and that is always very beneficial for the interests of small and medium investors. Beyond other technical considerations. With a very interesting revaluation potential for retail savers. Of course, it will be worth waiting a bit within the listed price.