#Spain #telefónica #ibex35 #bbva - Telefónica, como un cuchillo cayendo: estrategia de trading para quienes estén dentro: Estrategias de inversión

22 Diciembre 2026

El analista Javier Alfayate destaca la fortaleza del Ibex 35, que encadena máximos históricos y lidera el impulso bursátil europeo gracias al apoyo de sus grandes valores. Pero mientras componentes como BBVA mantiene su subida libre y apunta a los 20 euros por acción, Telefónica continúa en caída y se consolida como uno de los peores valores del índice en 2025.

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#Spain #investment #ibex35 - ACS (ACS.MC) News Especial 2025: Grupo ACS

22 Diciembre 2025

ACS, Actividades de Construcción y Servicios, S.A. (ACS.MC) yahoo finance


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ACS.MC
 refers to Actividades de Construcción y Servicios, S.A. (Grupo ACS), a major Spanish construction and services conglomerate listed on the Madrid Stock Exchange (BME: ACS) (Mercado Continuo), while "AI" suggests you're looking for Artificial Intelligence related information or analysis, possibly relating to how AI impacts ACS or a specific AI company, though ACS itself does major infrastructure/tech work (like data centers) and uses AI in analysis. 
Here's a breakdown:
  • ACS.MC: ACS Actividades de Construcción y Servicios, S.A. (ACS.MC) - A large Spanish construction firm involved in highways, railways, data centers, and more, traded on the Madrid Stock Exchange (BME: ACS).

#gold #preciousmetals #investment - Gold Climbs to Record High Amid Geopolitical Tensions: Bloomberg

22 December 2025

Gold rose to an all-time high as escalating geopolitical tensions and bets on further US rate cuts added momentum to the best annual performance in more than four decades. Bloomberg's Martin Ritchie breaks down the situation.

The Opening Trade

GFI - Gold Fields Ltd JSE: GFI 696,57 billion USD (22 December 2025)

SBSW . Sibanye Stillwater Ltd NYSE: SBSW 10,19 billion USD

Top Gold Mining Companies by Market Capitalization (December         2025)These companies are primarily ranked by their market value, reflecting investor confidence and overall scale. 
Rank CompanyCountry of HeadquartersMarket Capitalization (approx.)
1NewmontUnited States$111.26 Billion
2Agnico Eagle MinesCanada$87.46 Billion
3Barrick GoldCanada$76.48 Billion
4Wheaton Precious MetalsCanada$54.41 Billion
5AngloGold AshantiSouth Africa$43.52 Billion
Top Gold Mining Companies by Production (2024 data)
Production volume is another key metric, indicating the physical amount of gold extracted from their mines. 
Rank CompanyCountry of HeadquartersProduction (million ounces)
1NewmontUnited States6.7
2Barrick GoldCanada3.9
3Agnico Eagle MinesCanada3.5
4PolyusRussia3.0
5AngloGold AshantiSouth Africa2.6
Noteworthy Details
  • Royalty and Streaming Companies: Companies like Wheaton Precious Metals and Franco-Nevada operate on a different model, providing upfront capital to miners in exchange for a portion of future production. This model often results in high profit margins and lower operational risk compared to direct mining.
  • Industry Consolidation: The sector has seen significant consolidation through mergers and acquisitions, such as Newmont's acquisition of Newcrest Mining, which helps solidify its position as a global leader.
  • Geographic Diversification: Most major gold mining companies have operations and assets spread across multiple continents to mitigate regional geopolitical and operational risks. 

#spain #investment #CAF - Construcciones y Auxiliar de Ferrocarriles, S.A. (CAF.MC) ...... analysis en español

21 Diciembre 2025

¿Es CAF realmente una empresa de trenes o estamos ante el nacimiento de un gigante de la movilidad eléctrica urbana? 🚄🚌

En este análisis a fondo de los resultados de los 9 meses de 2025, destripamos el balance de CAF (Construcciones y Auxiliar de Ferrocarriles) para entender por qué, a pesar de ganar un 66% más y tener una cartera de pedidos récord de 15.579 M€, el mercado parece no querer ver lo que está pasando en su "unidad secreta": Solaris.

Analizamos si el precio actual de 54,40 € (a 18 de diciembre de 2025) refleja el valor real de una compañía que está mutando su ADN.


Construcciones y Auxiliar de Ferrocarriles, S.A. (CAF.MC) yahoo finance


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The main shareholders of 
Construcciones y Auxiliar de Ferrocarriles, S.A. (CAF.MC) are primarily Spanish entities, with Cartera social, S.A. holding the largest stake. 
The significant shareholders and their total voting rights percentages are:
  • Cartera social, S.A: 24.973%
  • Bilbao Bizkaia Kutxa Fundación Bancaria: 13.231% (indirectly holds 10.231% through Kutxabank, S.A)
  • Kutxabank, S.A: 10.231% (direct participation, but ultimately controlled by Bilbao Bizkaia Kutxa Fundación Bancaria)
  • Fundacio Privada Daniel Bravo Andreu: 5.234% (indirect participation through Danimar 1990, S.L.)
  • Indumenta Pueri, S.L: 5.022% (indirect participation through Global Portfolio Investments, S.L.)
  • Instituto vasco de finanzas: 3.000% (indirect participation through FINKATZE KAPITALA FINKATUZ, S.A.U.) 
CAF shares are listed on the four Spanish stock exchanges and trade on the Continuous Market.

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#usa #investment - Jenny Harrington's top dividend plays for 2026: CNBC Television

23 December 2025 Jenny Harrington, CEO Gilman Hill Asset Management, joins CNBC's "Halftime Report" to share her top dividend ...