October 4, 2021

Eight shares of the Ibex 35 start October with a possible in excess of 30%

Specifically, you can find up to eight values ​​that present a possible higher than 30% in the IBEX 35, in line with the consensus of the analysts that collects Reuters.

Solaria is the organization that has been given the longest upward path on the Madrid Stock Exchange with 45.2% to 20.66 euros, where in actuality the experts place their average target price at twelve months ahead. The organization, it ought to be said, accumulates an annual decline of 39% following a good 2020 by which renewables were among the great assets of investment funds in the midst of the pandemic.

Solaria presented its results for the first 1 / 2 of the season on Wednesday. Solaria closes its accounts from January to June with a consolidated profit of 23.65 million euros, which represents a growth of 60% from the 14.8 million euros in the same amount of the prior year. Renewable energy has suffered in recent years as a result of new electricity regulation of the Pedro Sánchez Executive, that has subsequently been nuanced for companies specialized in generating electricity through the wind and the sun.

The next company with the best potential is ArcelorMittal with 40.9% and in addition, it appreciated by around 37% in the season on the Ibex 35. Commodity companies are believed good protectors against inflation and it's among the great beneficiaries of the present market context such as Acerinox or Repsol. The former, actually, posseses an upward potential of 35% and is among the companies that also arouses the best consensus among analysts.

In line with the director of analysis of Investment Strategies, Luis Francisco Ruiz “ArcelorMittal belongs to a booming sector. Their sales during the first 1 / 2 of the season rebounded 37.6% and profit reached EUR 5,322M (compared to losses of EUR 1,420M in 1H2020). The steel group reduces debt quickly and has very adequate solvency levels to continue growing. Simultaneously, maintains very attractive valuation multiples making it a company with an optimistic valuation by fundamental analysis “

PharmaMar is the 3rd company with the longest upward trajectory, specifically 38%. The Spanish biotechnology company has barely advanced 5% to date this year, although analysts continue steadily to see value in its product portfolio.

Endesa is given a route of 37.65% up to 24.5 euros, IAG (Iberia) 35.8% up to 2.50 euros and ACS 34% up to 31.66 euros per share. Among the advantages of these companies, the dividend stands out, since the electricity company and the construction company chaired by Florentino Pérez are “generous” with their shareholders and present a dividend yield in excess of 8%.

On the list of values ​​that do the very best this year in the Ibex 35 you can find not too many alternatives for increases. ArcelorMittal, mentioned previously, or Repsol stands out, which despite a return in the season of 40%, continues with an upward potential in line with the consensus of analysts of 11.4% or Fluidra of 9.5%, not negligible if it is taken under consideration which accumulated a 63.50% rise in the Ibex 35 for the year.

On the list of stocks that the worst, as usual, there are many alternatives for recovery and happiness for medium and long-term investors. Along with Solaria, there stands out the 28% potential that Iberdrola presents after falling 20.7% in the stock market, 37.65% in Endesa, 34% in ACS or 24% in Grifols.