Análisis Rdos. empresariales: 8 enero Resultados principales compañías europeas Variación mensual Fecha Compañía BPAe BPA % a/a Publicación % mes Capitalizac. G. Industrial -10% 0% 10% 20% 21-ene-14 SAP AG 1,254 Eur/acc 10,4% Bef-mkt Confirmed -0,10% 76.474 Software SAP AG -0,1% 21-ene-14 SGS SA n.d. 4,6% 07:00 Confirmed 0,24% 16.091 Commercial Services SGS SA 0,2% 21-ene-14 Unilever NV 0,380 Eur/acc -2,2% Confirmed -1,91% 87.389 Food Unilever NV -1,9% 21-ene-14 Unilever PLC 0,380 Eur/acc -2,2% Confirmed -2,82% 71.743 Food Unilever PLC -2,8% 22-ene-14 ASML Holding NV 0,964 Eur/acc -11,4% Confirmed -3,44% 29.356 Semiconductors ASML Holding NV -3,4% 22-ene-14 Bankinter SA 0,067 Eur/acc 60,2% Confirmed 12,81% 5.039 Banks Bankinter SA 12,8% 23-ene-14 Banco de Sabadell SA 0,029 Eur/acc 69,5% 08:30 Confirmed 6,01% 8.037 Banks Banco de … 6,0% 23-ene-14 Nokia OYJ 0,052 Eur/acc 136,6% Confirmed 2,15% 22.264 Telecommunications Nokia OYJ 2,1% 23-ene-14 Ziggo NV 0,485 Eur/acc 55,1% Confirmed -0,14% 6.631 Telecommunications Ziggo NV -0,1% 27-ene-14 STMicroelectronics NV 0,028 Eur/acc -59,2% Aft-mkt Confirmed -2,34% 5.136 Semiconductors STMicroelectroni… -2,3% 28-ene-14 Amer Sports Oyj 0,369 Eur/acc 25,5% 12:00 Confirmed -1,85% 1.759 Leisure Time Amer Sports Oyj -1,9% 28-ene-14 Kone OYJ 0,421 Eur/acc 21,3% Confirmed 0,24% 17.179 Machinery-Diversified Kone OYJ 0,2% 28-ene-14 Koninklijke Philips NV 0,620 Eur/acc 37,2% Confirmed 2,42% 25.594 Electronics Koninklijke… 2,4% 28-ene-14 Siemens AG 1,545 Eur/acc 39,1% Confirmed -0,18% 87.316 Miscellaneous Manufactur Siemens AG -0,2% Deutsche Bank AG 29-ene-14 Deutsche Bank AG 0,560 Eur/acc -10,1% Confirmed 4,30% 36.870 Banks 1,3%4,3% 29-ene-14 Nordea Bank AB 0,210 Eur/acc 4,1% Confirmed 1,29% 39.831 Banks Nordea Bank AB 29-ene-14 Novartis AG 1,300 Eur/acc -2,2% Bef-mkt Confirmed 1,69% 195.928 Pharmaceuticals Novartis AG 1,7% 29-ene-14 Wartsila OYJ Abp 0,785 Eur/acc 7,5% Confirmed -4,98% 6.704 Miscellaneous ManufacturWartsila OYJ Abp -5,0% 30-ene-14 Banco Santander SA 0,125 Eur/acc -23,5% Confirmed 4,37% 76.954 Banks Banco… 4,4% 30-ene-14 British Sky Broadcasting 0,151 Eur/acc -2,8% Confirmed -0,30% 13.295 Media British Sky … -0,3% 30-ene-14 Diageo PLC n.d. 4,0% Confirmed -2,20% 49.116 Beverages Diageo PLC -2,2% 30-ene-14 Fiat SpA 0,190 Eur/acc -66,1% Estimated 11,52% 8.292 Auto Manufacturers Fiat SpA 11,5% 30-ene-14 Givaudan SA n.d. -0,4% 07:00 Confirmed 0,63% 11.837 Chemicals Givaudan SA 0,6% 30-ene-14 Infineon Technologies AG 0,067 Eur/acc 54,2% Confirmed -0,26% 8.590 Semiconductors Infineon… -0,3% LVMH Moet … 30-ene-14 LVMH Moet Hennessy Lo n.d. 5,0% Estimated -4,49% 64.306 Apparel -4,5% Roche Holding AG 1,9% 30-ene-14 Roche Holding AG n.d. 9,8% 07:00 Confirmed 1,89% 218.781 Pharmaceuticals 0,4% Royal Dutch … 30-ene-14 Royal Dutch Shell PLC 0,765 Eur/acc -11,9% 08:00 Confirmed 0,41% 169.123 Oil&Gas Royal Dutch … -0,3% 30-ene-14 Royal Dutch Shell PLC 0,765 Eur/acc -11,9% 08:00 Confirmed -0,35% 140.088 Oil&Gas Royal Dutch …-0,5% 30-ene-14 Royal Dutch Shell PLC 0,765 Eur/acc -11,9% 08:00 Confirmed -0,48% 140.088 Oil&Gas TeliaSonera AB -1,3% 30-ene-14 TeliaSonera AB 1,166 Eur/acc -6,3% Confirmed -1,33% 25.699 Telecommunications UPM-Kymmene… 1,8% 30-ene-14 UPM-Kymmene OYJ 0,232 Eur/acc 12,3% Confirmed 1,79% 6.616 Forest Products&Paper Banco Bilbao … 6,0% 31-ene-14 Banco Bilbao Vizcaya Arg -0,090 Eur/acc 20,6% Confirmed 6,05% 54.903 Banks Banco Popular … 17,7% 31-ene-14 Banco Popular Espanol SA 104,9% Estimated 17,72% 9.790 Banks BT Group PLC 0,7% 31-ene-14 BT Group PLC 0,066 Eur/acc -3,0% Confirmed 0,69% 30.219 Telecommunications CaixaBank SA 11,1% 31-ene-14 CaixaBank SA 0,010 Eur/acc 99,2% Estimated 11,06% 20.851 Banks CNH Industrial NV -2,7% 31-ene-14 CNH Industrial NV 0,226 Eur/acc Estimated -2,72% 10.872 Machinery-Diversified Julius Baer … 1,7% 03-feb-14 Julius Baer Group Ltd n.d. 5,0% Confirmed 1,70% 9.751 Diversified Finan Serv Randgold …-1,0% 03-feb-14 Randgold Resources Ltd 0,645 Eur/acc -38,9% 08:00 Confirmed -1,00% 3.461 Mining ARM Holdings PLC -3,2% 04-feb-14 ARM Holdings PLC 0,055 Eur/acc 40,3% Confirmed -3,18% 14.899 Semiconductors BG Group PLC 1,3% 04-feb-14 BG Group PLC 0,308 Eur/acc -2,2% Confirmed 1,35% 44.831 Oil&Gas BinckBank NV 4,0% 04-feb-14 BinckBank NV 0,220 Eur/acc -15,1% Estimated 4,00% 597 Diversified Finan Serv BP PLC 1,3% 04-feb-14 BP PLC 0,176 Eur/acc -18,4% Confirmed 1,26% 92.003 Oil&Gas Cargotec Oyj 0,2% 04-feb-14 Cargotec Oyj 0,369 Eur/acc -28,4% Confirmed 0,18% 1.745 Transportation Fortum OYJ -0,5% 04-feb-14 Fortum OYJ 0,393 Eur/acc -14,3% 08:00 Confirmed -0,54% 14.694 Electric Kesko OYJ 0,7% 04-feb-14 Kesko OYJ 0,444 Eur/acc 3,8% 07:00 Confirmed 0,71% 2.691 Food Koninklijke KPN … 6,7% 04-feb-14 Koninklijke KPN NV -0,165 Eur/acc -68,2% Confirmed 6,66% 10.671 Telecommunications Muenchener… -2,8% 04-feb-14 Muenchener Rueckversich 4,578 Eur/acc -5,4% Confirmed -2,81% 27.914 Insurance Neste Oil OYJ 2,9% 04-feb-14 Neste Oil OYJ 0,304 Eur/acc 120,0% 08:00 Confirmed 2,92% 3.792 Oil&Gas Orion OYJ -0,5% 04-feb-14 Orion OYJ 0,317 Eur/acc -7,2% Confirmed -0,54% 2.871 Pharmaceuticals Swatch Group …-3,3% 04-feb-14 Swatch Group AG/The n.d. 5,7% Estimated -3,31% 29.785 Retail UBS AG 6,3% 04-feb-14 UBS AG 0,217 Eur/acc -3,3% Confirmed 6,32% 69.067 Banks Unibail-… -0,8% 04-feb-14 Unibail-Rodamco SE n.d. 5,4% Aft-mkt Confirmed -0,81% 17.965 REITS GlaxoSmithKlin… -0,2% 05-feb-14 GlaxoSmithKline PLC 0,318 Eur/acc 0,4% Confirmed -0,19% 78.089 Pharmaceuticals Hargreaves… 8% 05-feb-14 Hargreaves Lansdown PL n.d. 17,0% Confirmed 8,12% 6.944 Diversified Finan Serv Konecranes OYJ 1,2% 05-feb-14 Konecranes OYJ 0,511 Eur/acc -14,9% Confirmed 1,24% 1.656 Hand/Machine Tools Stora Enso OYJ 2,1% 05-feb-14 Stora Enso OYJ 0,058 Eur/acc -35,0% Confirmed 2,06% 5.870 Forest Products&Paper Syngenta AG 2,0% 05-feb-14 Syngenta AG n.d. -10,6% Confirmed 1,97% 33.730 Chemicals Akzo Nobel NV -2,5% 06-feb-14 Akzo Nobel NV 0,278 Eur/acc -16,1% Confirmed -2,52% 13.297 Chemicals APERAM -2,3% 06-feb-14 APERAM -0,220 Eur/acc 43,0% Aft-mkt Confirmed -2,27% 1.024 Iron/Steel AstraZeneca PLC -0,8% 06-feb-14 AstraZeneca PLC 1,201 Eur/acc -20,9% Confirmed -0,76% 44.598 Pharmaceuticals Credit Suisse … 6,0% 06-feb-14 Credit Suisse Group AG 0,450 Eur/acc -2,7% Confirmed 5,98% 46.108 Banks Daimler AG -1,0% 06-feb-14 Daimler AG 1,383 Eur/acc -3,5% Confirmed -1,03% 66.572 Auto Manufacturers Bankinter Análisis http://broker.bankinter.com/ Ramón Forcada Jesús Amador Pilar Aranda Ana Achau (Asesoramiento) http://www.bankinter.com/ Eva del Barrio Ana de Castro Rebeca Delgado Rafael Alonso Avda. Bruselas, 12 Todos los informes se encuentran aquí: https://broker.bankinter.com/www/es-es/cgi/broker+asesoramiento 28108 Alcobendas, Madrid Por favor, consulte importantes advertencias legales en: http://broker.bankinter.com/www/es-es/cgi/broker+binarios?secc=NRAP&subs=NRAP&nombre=disclaimer.pdf * Si desea acceder directamente al disclaimer seleccione sobre el link la opción "open weblink in Browser" con el botón derecho de su ratón. Análisis Rdos. empresariales: 8 enero Resultados principales compañías europeas Variación mensual Fecha Compañía BPAe BPA % a/a Publicación % mes Capitalizac. G. Industrial -10% -5% 0% 5% 10% 06-feb-14 Huhtamaki OYJ 0,256 Eur/acc -8,6% Confirmed -2,09% 1.965 Packaging&Containers Huhtamaki OYJ -2,1% 06-feb-14 Mapfre SA n.d. 34,5% Estimated 6,33% 10.193 Insurance Mapfre SA 6,3% 06-feb-14 Metso OYJ 0,605 Eur/acc -21,5% Confirmed 0,29% 3.592 Machinery-Diversified Metso OYJ 0,3% 06-feb-14 Pohjola Bank PLC 0,268 Eur/acc -37,5% 07:00 Confirmed 2,12% 4.783 Banks Pohjola Bank PLC 2,1% 06-feb-14 Sanofi 1,361 Eur/acc -18,0% Confirmed -1,65% 100.915 Pharmaceuticals Sanofi -1,6% 06-feb-14 SBM Offshore NV n.d.