After a rich performance of 36% of the general index since the beginning of the year investors They sold her news yesterday government self-reliance. Earnings retention is an issue that should not alienate us, not all investors have the same prospects for waiting, and the weekend that passed closed an important political wait, however, it also had an interesting story related to the development of military operations in Ukraine. There is always unpredictability… in the show and when there is a lot of money on the table, it ensues with an increased degree of tension.
Far from any short-term turmoil, a four-year clean reign has now had a narrative with many partial readings that don’t care about the stock market. Time has already begun to count down for her Investment grade recovery Whether it’s in announcements planned for September (DBRS 8/9, Moody’s 15/9), or coming as an emergency. As a matter of fact, the bonds have ruled out such a development. This is not the case for stocks that are valued at high-risk premiums in valuation models.
Starting in September, the process of selling bank shares held by the HFSF will begin. The timing is the best since 2010 since the measurements balance sheets Which Bank profitability Guaranteed satisfactory prices compared to the recent past.
In addition, the allocation of minority stakes in three of the four banks will create mobility in management control which may include some premiums in its valuation. This process will consist of many phases and will probably gain a broader scope of interest when it reaches the banks where the state has a large percentage of control.
Finally, there are several important business deals that are expected to be announced soon. Their postponement is due to the uncertainty about the outcome of the elections until the day before yesterday, and this may also be due to the delays associated with the failure of the main organizations to expedite the procedures. The outcome of these agreements will set other levels of reference in their relations uppercase letters.
If anything can change for the worse, it has to do with the outside world. However, this possibility with what is known has existed for several months. By this logic one should sell, not yesterday, but before spring. Yesterday’s session was met with fear mainly because we saw sharp negative fluctuations after a long period. However, it was a fair session: the stocks most under pressure also made the biggest gains in the previous period, typical of bull markets. It might be like an opportunity.
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