{"id":458123,"date":"2023-01-03T13:25:28","date_gmt":"2023-01-03T13:25:28","guid":{"rendered":"https:\/\/dimensionturistica.com\/es\/?p=458123"},"modified":"2023-01-03T13:25:29","modified_gmt":"2023-01-03T13:25:29","slug":"38-valores-con-recomendacion-de-compra-y-cuatro-en-venta-en-el-consenso-del-enero","status":"publish","type":"post","link":"https:\/\/dimensionturistica.com\/es\/38-valores-con-recomendacion-de-compra-y-cuatro-en-venta-en-el-consenso-del-enero\/","title":{"rendered":"38 valores con recomendaci\u00f3n de Compra y cuatro en Venta en el Consenso del enero"},"content":{"rendered":"


\n<\/p>\n

\n

Jos\u00e9 A. Santos (Patrivalor) | La valoraci\u00f3n en Bolsa de las empresas espa\u00f1olas analizadas asciende a 575.672,08 millones de euros<\/strong> al cierre de diciembre de 2022, lo cual supone una bajada del -7,5% respecto al cierre de 2021.\u00a0<\/strong><\/p>\n

El precio objetivo medio ponderado es de 13,3\u20ac<\/strong>, ha bajado un -25,9%<\/strong> respecto al a\u00f1o anterior, mientras que la cotizaci\u00f3n media ponderada del mercado es de 11,4\u20ac <\/strong>(se ha reducido un -27,4% respecto al a\u00f1o precedente). Por tanto, el descuento medio ponderado entre la cotizaci\u00f3n y el precio objetivo es de 13,8%.\u00a0\u00a0<\/strong><\/p>\n

La ratio Precio\/Beneficio medio ponderado es de 17,4 veces beneficios<\/strong> (ha disminuido un -4,2% respecto al cierre de ejercicio); la inversa de esta ratio da una rentabilidad por beneficio del 5,8% <\/strong>(supone una subida del +4,3% con respecto al a\u00f1o pasado).\u00a0<\/p>\n

La recomendaci\u00f3n media es de 1,98 puntos<\/strong>, ligeramente m\u00e1s compradora <\/strong>que al cierre del 2021 (se considera que entre 1 y 2 puntos es \u201ccompra clara\u201d y entre 3,5 y 5 es \u201cventa clara\u201d).\u00a0<\/p>\n

Valores en Compra<\/strong><\/p>\n

Actualmente hay 38 valores entre 1 y 2 puntos, al cierre 2021 hab\u00eda 35:\u00a0<\/p>\n

Inditex, Cellnex, Aena, Amadeus, IAG, Grifols, Almirall, Viscofan, Melia Motels, NH Hoteles, Atresmedia, Repsol, Acerinox, Cie Automotive, Gestamp, Indra, CAF, Ence, Talgo, Tubacex, Lingotes Especiales, Ferrovial, ACS, Merlin, FCC, Inmobiliaria Colonial, Sacyr, OHLA, Iberdrola, Endesa, Acciona Energ\u00eda, Fluidra, Banco Santander, Caixabank, Mapfre, Banco Sabadell, Bankinter y Corporaci\u00f3n Alba.<\/p>\n

Valores en Venta<\/strong><\/p>\n

Y cuatro valores entre 3,5 y 5 puntos, al cierre 2021 hab\u00eda 7:<\/p>\n

Ebro Meals, Siemens Gamesa, Tubos Reunidos y Naturgy.\u00a0<\/p>\n

\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
Valores<\/strong><\/td>\nP. Objetivo<\/strong><\/td>\nBPA<\/strong><\/td>\nRecomendaci\u00f3n<\/strong><\/td>\n<\/tr>\n
INDITEX<\/td>\n28,00<\/td>\n1,28<\/td>\n1,00<\/td>\n<\/tr>\n
IBERDROLA<\/td>\n12,13<\/td>\n0,66<\/td>\n1,00<\/td>\n<\/tr>\n
BANCO SANTANDER<\/td>\n3,80<\/td>\n0,51<\/td>\n1,00<\/td>\n<\/tr>\n
BBVA<\/td>\n6,50<\/td>\n0,12<\/td>\n3,00<\/td>\n<\/tr>\n
TELEFONICA<\/td>\n4,40<\/td>\n0,35<\/td>\n2,50<\/td>\n<\/tr>\n
ACCIONA<\/td>\n221,30<\/td>\n8,19<\/td>\n2,50<\/td>\n<\/tr>\n
ACCIONA ENERGIA<\/td>\n44,95<\/td>\n1,73<\/td>\n1,00<\/td>\n<\/tr>\n
ACERINOX<\/td>\n13,50<\/td>\n3,67<\/td>\n1,00<\/td>\n<\/tr>\n
ACS<\/td>\n31,22<\/td>\n1,90<\/td>\n1,00<\/td>\n<\/tr>\n
AENA<\/td>\n145,90<\/td>\n4,71<\/td>\n2,00<\/td>\n<\/tr>\n
ALMIRALL<\/td>\n12,25<\/td>\n0,60<\/td>\n1,00<\/td>\n<\/tr>\n
AMADEUS<\/td>\n56,55<\/td>\n1,50<\/td>\n2,00<\/td>\n<\/tr>\n
ARCELORMITTAL<\/td>\n28,00<\/td>\n10,99<\/td>\n3,00<\/td>\n<\/tr>\n
ATRESMEDIA<\/td>\n4,00<\/td>\n0,56<\/td>\n1,00<\/td>\n<\/tr>\n
BANCO DE SABADELL<\/td>\n1,17<\/td>\n0,07<\/td>\n1,00<\/td>\n<\/tr>\n
BANKINTER<\/td>\n6,87<\/td>\n0,47<\/td>\n2,00<\/td>\n<\/tr>\n
CAF<\/td>\n39,28<\/td>\n1,52<\/td>\n1,25<\/td>\n<\/tr>\n
CAIXABANK<\/td>\n4,00<\/td>\n0,34<\/td>\n1,50<\/td>\n<\/tr>\n
CELLNEX TELECOM<\/td>\n51,00<\/td>\n-0,40<\/td>\n1,33<\/td>\n<\/tr>\n
CIE AUTOMOTIVE<\/td>\n28,63<\/td>\n2,37<\/td>\n1,00<\/td>\n<\/tr>\n
CORPORACI\u00d3N ALBA<\/td>\n64,35<\/td>\n2,81<\/td>\n2,00<\/td>\n<\/tr>\n
DIA<\/td>\n0,13<\/td>\n-0,23<\/td>\n3,00<\/td>\n<\/tr>\n
EBRO FOODS<\/td>\n17,75<\/td>\n0,87<\/td>\n4,00<\/td>\n<\/tr>\n
ENAGAS<\/td>\n18,30<\/td>\n1,92<\/td>\n3,00<\/td>\n<\/tr>\n
ENCE<\/td>\n3,66<\/td>\n0,45<\/td>\n1,00<\/td>\n<\/tr>\n
ENDESA<\/td>\n20,86<\/td>\n1,57<\/td>\n1,00<\/td>\n<\/tr>\n
FAES<\/td>\n3,95<\/td>\n0,30<\/td>\n3,00<\/td>\n<\/tr>\n
FCC<\/td>\n13,50<\/td>\n1,03<\/td>\n1,00<\/td>\n<\/tr>\n
FERROVIAL<\/td>\n28,68<\/td>\n0,40<\/td>\n1,33<\/td>\n<\/tr>\n
FLUIDRA<\/td>\n18,03<\/td>\n1,48<\/td>\n2,00<\/td>\n<\/tr>\n
G. CAT. OCCIDENTE<\/td>\n34,20<\/td>\n2,87<\/td>\n3,00<\/td>\n<\/tr>\n
GESTAMP AUTOMOCION<\/td>\n4,61<\/td>\n0,42<\/td>\n2,00<\/td>\n<\/tr>\n
GRIFOLS<\/td>\n15,88<\/td>\n0,36<\/td>\n2,00<\/td>\n<\/tr>\n
IAG<\/td>\n2,22<\/td>\n0,04<\/td>\n1,33<\/td>\n<\/tr>\n
INDRA<\/td>\n13,75<\/td>\n0,98<\/td>\n1,50<\/td>\n<\/tr>\n
INMOBILIARIA COLONIAL<\/td>\n6,70<\/td>\n0,83<\/td>\n1,00<\/td>\n<\/tr>\n
LINGOTES ESPECIALES<\/td>\n14,30<\/td>\n0,61<\/td>\n1,00<\/td>\n<\/tr>\n
MAPFRE<\/td>\n2,00<\/td>\n0,24<\/td>\n1,00<\/td>\n<\/tr>\n
MEDIASET\u00a0<\/td>\n5,20<\/td>\n0,55<\/td>\n3,00<\/td>\n<\/tr>\n
MELIA HOTELS<\/td>\n6,37<\/td>\n0,25<\/td>\n1,67<\/td>\n<\/tr>\n
MERLIN PROPERTIES<\/td>\n11,80<\/td>\n1,02<\/td>\n1,67<\/td>\n<\/tr>\n
NATURGY<\/td>\n27,90<\/td>\n1,06<\/td>\n5,00<\/td>\n<\/tr>\n
NH HOTELES<\/td>\n4,50<\/td>\n0,30<\/td>\n1,00<\/td>\n<\/tr>\n
OHLA<\/td>\n1,21<\/td>\n-0,01<\/td>\n1,00<\/td>\n<\/tr>\n
PHARMA MAR<\/td>\n68,65<\/td>\n4,10<\/td>\n3,00<\/td>\n<\/tr>\n
PRISA<\/td>\n0,60<\/td>\n-0,03<\/td>\n3,00<\/td>\n<\/tr>\n
PROSEGUR<\/td>\n4,55<\/td>\n0,12<\/td>\n3,00<\/td>\n<\/tr>\n
RED ELECTRICA\u00a0<\/td>\n17,60<\/td>\n1,23<\/td>\n3,00<\/td>\n<\/tr>\n
REPSOL<\/td>\n17,67<\/td>\n2,72<\/td>\n1,33<\/td>\n<\/tr>\n
SACYR\u00a0<\/td>\n3,41<\/td>\n0,19<\/td>\n1,00<\/td>\n<\/tr>\n
SIEMENS GAMESA<\/td>\n18,05<\/td>\n-0,61<\/td>\n5,00<\/td>\n<\/tr>\n
TALGO<\/td>\n4,17<\/td>\n0,22<\/td>\n2,00<\/td>\n<\/tr>\n
T\u00c9CNICAS REUNIDAS<\/td>\n10,50<\/td>\n-1,74<\/td>\n3,00<\/td>\n<\/tr>\n
TUBACEX<\/td>\n2,90<\/td>\n-0,13<\/td>\n2,00<\/td>\n<\/tr>\n
TUBOS REUNIDOS\u00a0<\/td>\n0,98<\/td>\n-0,11<\/td>\n4,00<\/td>\n<\/tr>\n
VIDRALA<\/td>\n72,10<\/td>\n3,17<\/td>\n3,00<\/td>\n<\/tr>\n
VISCOFAN<\/td>\n66,60<\/td>\n3,05<\/td>\n1,00<\/td>\n<\/tr>\n<\/tbody>\n<\/table>
Consensodelmercado.com<\/em><\/strong>\u00a0utiliza para la elaboraci\u00f3n del consenso de analistas las\u00a0valoraciones de las casas de an\u00e1lisis de JP Morgan, BNP Paribas, Fortis, Santander,\u00a0BBVA, La Caixa, Ahorro Corporaci\u00f3n, Analistas Financieros Internacionales, Bankinter, Banco Sabadell, Banca March, Mirabaud, Enterprise, Singular Financial institution,\u00a0Renta 4 y Hyperlink Securities.<\/em><\/figcaption><\/figure>\n

\t\t\t\t\t<\/div>\n\n

\u2018 The preceding article may include information circulated by third parties \u2019 <\/em><\/p>\n

\u2018 Some details of this article were extracted from the following source news.google.com \u2019 <\/em><\/p>\n","protected":false},"excerpt":{"rendered":"

Jos\u00e9 A. Santos (Patrivalor) | La valoraci\u00f3n en Bolsa de las empresas espa\u00f1olas analizadas asciende a 575.672,08 millones de euros al cierre de diciembre de 2022, lo cual supone una bajada del -7,5% respecto al cierre de 2021.\u00a0 El precio objetivo medio ponderado es de 13,3\u20ac, ha bajado un -25,9% respecto al a\u00f1o anterior, mientras […]<\/p>\n","protected":false},"author":2,"featured_media":458124,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"jnews-multi-image_gallery":[],"jnews_single_post":[],"jnews_primary_category":[],"jnews_social_meta":[],"footnotes":""},"categories":[43],"tags":[],"class_list":["post-458123","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-gourmet"],"_links":{"self":[{"href":"https:\/\/dimensionturistica.com\/es\/wp-json\/wp\/v2\/posts\/458123","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/dimensionturistica.com\/es\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/dimensionturistica.com\/es\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/dimensionturistica.com\/es\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/dimensionturistica.com\/es\/wp-json\/wp\/v2\/comments?post=458123"}],"version-history":[{"count":0,"href":"https:\/\/dimensionturistica.com\/es\/wp-json\/wp\/v2\/posts\/458123\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/dimensionturistica.com\/es\/wp-json\/wp\/v2\/media\/458124"}],"wp:attachment":[{"href":"https:\/\/dimensionturistica.com\/es\/wp-json\/wp\/v2\/media?parent=458123"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/dimensionturistica.com\/es\/wp-json\/wp\/v2\/categories?post=458123"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/dimensionturistica.com\/es\/wp-json\/wp\/v2\/tags?post=458123"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}