Piazza Affari closed the first session of the week slightly down, basically in line with the other European exchanges and in tune with the mood on Wall Street, after the gains of the last eighth. On a day without macro data, the attention of the markets remained focused on the earnings season that will see some big names in the industry and tech world, such as Netflix and Johnson & Johnson, in the foreground in the coming days, while the wait for the ECB meeting on Thursday with the usual press conference by President Christine Lagarde. The start of the 2021 dividend season was held today in Piazza Affari with six securities of the Ftse Mib that detached the coupon, influencing the performance of the Milanese leading index. The Ftse Mib closed down 0.21% to 24,692.98 points, after closing last Friday the sixth positive week in the last seven and bringing the top 2021 closer together.
Among the securities of the main basket, strong purchases on Bper which stood out among the best performers of the Ftse Mib with over + 3% in the € 1.95 area. The Bper stock is the second best performer of the Ftse Mib since the beginning of the year with over + 31%, behind only Tenaris (+ 39%). The outgoing CEO, Alessandro Vandelli, gave a long interview to Corriere Economia in which he defends what has been done in recent years, starting with the acquisition of the 600 branches in excess of the Intesa-Ubi group. “We will obtain extraordinary benefits in terms of size, asset quality and strategic positioning – said Vandelli, recalling that in this way Bper goes from 90 billion to 125-130 billion in assets.
Further acceleration in Piazza Affari of the Leonardo stock which closed with + 2.4% at 7.21 euros. Giving momentum to the title is the maxi-agreement announced by Greece and Israel in the defense sector and which includes a $ 1.65 billion contract for the establishment and operation of a training center for the Greek Air Force from part of Israeli defense contractor Elbit Systems for 22 years. The center will also be equipped with 10 Leonardo M-346 training aircraft. According to the estimates of Banca Akros, this contract can be worth more than 300 million for Leonardo.
On the other hand, CNH Industrial fell to the bottom of the Ftse Mib with a thud of 4.5%, after announcing that it will no longer go ahead with the sale of Iveco to the Chinese of Faw. Over the weekend, the industrial group controlled by Exor of the Agnelli family issued a note in which “it confirms that it has finished discussions with Faw Jiefang relating to the company’s on-highway business and that it continues to pursue existing plans in view of the separation of these activities in the first part of 2022 “. According to press sources, the reasons are the distance in the valuations, the difficulty in defining the perimeter of the operation and the golden power risk.
Among other stories, Juventus has flown by almost 18% on the SuperLega project. 12 football teams, including Juventus, have officially announced the signing of an agreement to create a new European football competition, the Super League. Juventus is confident that the Super League will create long-term value for the club and for the entire football movement.