{"id":9476,"date":"2023-10-09T10:51:42","date_gmt":"2023-10-09T10:51:42","guid":{"rendered":"https:\/\/52.148.200.181\/portal-interno\/?p=9476"},"modified":"2023-10-09T10:51:42","modified_gmt":"2023-10-09T10:51:42","slug":"quince-empresas-europeas-para-anadir-salsa-a-las-carteras","status":"publish","type":"post","link":"https:\/\/www.atlcapital.es\/portal-interno\/quince-empresas-europeas-para-anadir-salsa-a-las-carteras\/","title":{"rendered":"Quince empresas europeas para a\u00f1adir salsa a las carteras"},"content":{"rendered":"<p><strong>Ignacio Cantos- Figuerola<\/strong>, socio de atl Capital, recomienda en Expansi\u00f3n cinco valores europeos con expectativas de revalorizaci\u00f3n<\/p>\n<p>Para atl Capital, dos buenas ideas son\u00a0<strong>Michelin<\/strong>\u00a0e\u00a0<strong>Intesa Sanpaolo<\/strong>. La compa\u00f1\u00eda francesa del sector de los OEM (Fabricante de Equipo Original), barato en general, est\u00e1 m\u00e1s protegida que otros fabricantes frente al crecimiento del veh\u00edculo el\u00e9ctrico, esgrime Cantos. Tambi\u00e9n, considera que\u00a0<strong>el sector financiero sigue teniendo un importante potencial<\/strong>\u00a0ya que los m\u00e1rgenes mejoran con un entorno de tipos altos con el coste del cr\u00e9dito controlado. A esto se une la situaci\u00f3n de Italia, con un gobierno m\u00e1s estable que los anteriores que se refleja en una mejor prima de riesgo frente a Alemania, que beneficia a los diferenciales de los bonos y, por ello, a la banca.<\/p>\n<p>Cantos se inclina por el grupo qu\u00edmico-farmac\u00e9utico alem\u00e1n\u00a0<strong>Bayer<\/strong>. En atl Capital piensan que est\u00e1 sufriendo un castigo excesivo. \u00abEl valor est\u00e1 barato, con un PER (precio\/beneficio) estimado por debajo de 8 veces, y presenta una interesante rentabilidad por dividendo cercana al 5%. Tras los problemas por la compra de Monsanto, ya resueltos, creemos que\u00a0<strong>tiene un importante potencial de revalorizaci\u00f3n<\/strong>\u00a0para los pr\u00f3ximos 18 meses, y cuenta con una buena calificaci\u00f3n ESG\u00bb.<\/p>\n<p>Tambi\u00e9n Ignacio Cantos recomienda ASM, \u00abEn un mundo globalizado <strong>tener una posici\u00f3n pr\u00e1cticamente monopol\u00edstica con una tecnolog\u00eda exclusiva es un plus<\/strong>. El valor ha corregido desde los 700 euros y aunque no cotiza barato, en nuestra opini\u00f3n, presenta un potencial razonable de revalorizaci\u00f3n\u00bb<\/p>\n<p><a href=\"https:\/\/www.expansion.com\/ahorro\/2023\/10\/07\/65206637e5fdea927d8b461f.html\">Lee aqu\u00ed el art\u00edculo completo en Expansi\u00f3n<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Ignacio Cantos- Figuerola, socio de atl Capital, recomienda en Expansi\u00f3n cinco valores europeos con expectativas de revalorizaci\u00f3n Para atl Capital, dos buenas ideas son\u00a0Michelin\u00a0e\u00a0Intesa Sanpaolo. La compa\u00f1\u00eda francesa del sector de los OEM (Fabricante de Equipo Original), barato en general, est\u00e1 m\u00e1s protegida que otros fabricantes frente al crecimiento del veh\u00edculo el\u00e9ctrico, esgrime Cantos. Tambi\u00e9n, [&hellip;]<\/p>\n","protected":false},"author":6,"featured_media":9477,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[27],"tags":[],"class_list":["post-9476","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-medios"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.8 - 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