Borsa Italiana Session Overview: Key Highlights from September 18, 2025

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Italian Markets End Day wiht Gains as Luxury Stocks Shine

Milan, Italy – September 18, 2025 – Italian stock markets closed positively today, with the FTSE Mib gaining 0.84% to reach 42,308 points after fluctuating between a low of 42,021 and a high of 42,315. The broader FTSE Italia All Share rose 0.83%, mirroring gains seen in the FTSE Italia Mid Cap (+0.78%) and FTSE Italia Star (+0.87%).

Analysts point to positive sentiment in the banking sector as a contributing factor, with Mediobanca and Monte dei Paschi di Siena seeing modest gains of 0.09% and 0.48% respectively, closing at €21.28 and €8.091. BancoBPM also performed well, climbing 1.35% to €12.78.

However, the standout performers of the day were luxury goods companies. Prysmian surged 2.5% to €81.28 after JP Morgan raised its target price to €87 (previously €86) with an ‘Overweight’ rating. Brunello Cucinelli and Moncler also saw significant gains, rising 4.04% to €105.6 and 2.44% to €50.74 respectively. Salvatore Ferragamo lead the pack with a considerable jump of 6.01%, closing at €5.15.

STM also performed strongly, gaining 4.74% to €24, boosted by positive momentum from technology stocks on Wall Street.

Meanwhile, Bitcoin dipped below $117,500 (approximately €99,500). The spread between BTPs and Bunds stabilised at 80 basis points, with the ten-year BTP yield reaching 3.55%. The Euro weakened slightly,trading below $1.18.

Key Takeaways:

* FTSE Mib: +0.84% to 42,308 points
* Prysmian: +2.5% to €81.28
* Brunello cucinelli: +4.04%
* Salvatore Ferragamo: +6.01%
* STM: +4.74%
* Bitcoin: Below $117,500
* BTP-Bund Spread: 80 basis points

What factors contributed to the FTSE MIB’s 0.87% gain on September 18, 2025?

FTSE MIB Performance & Market Movers

Today, September 18, 2025, the FTSE MIB closed at 32,850.75, a gain of 0.87% from yesterday’s close. This positive momentum was largely driven by strong performance in the banking and energy sectors. Trading volume reached €6.2 billion, indicating healthy investor interest in the Italian stock market.

Here’s a breakdown of key movers:

* Intesa Sanpaolo: Up 2.15% to €2.85 – Benefitted from positive analyst reports citing strong Q3 earnings projections.

* Enel: Rose 1.7% to €7.42 – Supported by renewed government focus on renewable energy infrastructure projects.

* Leonardo: Increased 1.2% to €18.90 – Gained on the back of a new defence contract declaration with a European partner.

* Ferrari: Remained relatively stable at €275.50 – Despite broader market gains, Ferrari saw limited movement, possibly due to profit-taking after recent strong performance.

* UniCredit: Up 1.5% to €2.50 – Positive sentiment following prosperous stress test results.

Sector Analysis: Banking & Energy Lead the Charge

The banking sector proved to be the strongest performer today. investor confidence in Italian banks continues to grow, fueled by improving economic indicators and reduced concerns about non-performing loans (NPLs).The European Central Bank’s (ECB) recent policy statements regarding interest rates also contributed to the positive sentiment.

The energy sector also experienced significant gains. Rising oil prices and increased demand for natural gas, notably as winter approaches, boosted the valuations of companies like Enel and Saipem. Energy stocks are currently viewed as a safe haven amidst global economic uncertainty.

Here’s a swift sector snapshot:

1. Banking: +1.4%
2. Energy: +1.2%
3. Industrial: +0.7%
4. Consumer Goods: +0.3%
5. Utilities: -0.1% (dragged down by Hera)

Mid-Cap & Small-Cap Highlights

Beyond the FTSE MIB, the mid-cap and small-cap segments of the Borsa italiana also showed resilience.

* Alkemy: (Mid-Cap) – Surged 4.5% following the announcement of a major contract win in the digital conversion space. this highlights the growing demand for IT services in Italy.

* Buzzi Unicem: (Mid-Cap) – increased 2.8% due to strong cement demand from infrastructure projects.

* Giglio Group: (Small-Cap) – Experienced a volatile session, ultimately closing up 1.0% after initial concerns regarding supply chain disruptions.

Bond Market & Sovereign Debt

Italian government bonds (BTPs) experienced a slight rally today, with the 10-year yield falling to 4.15%. this was driven by a combination of factors, including the ECB’s continued asset purchase programme and a decrease in global risk aversion. The spread between Italian and german bonds remained relatively stable at 180 basis points. Monitoring Italian bond yields is crucial for assessing the overall health of the Italian economy.

Currency Movements & Impact on Exports

The euro/Dollar exchange rate remained relatively stable at 1.10 EUR/USD. This stability is beneficial for Italian exporters, providing a predictable environment for international trade. A weaker Euro would typically boost Italian exports, but the current rate provides a reasonable balance. Companies focused on export markets will be closely watching currency fluctuations.

Regulatory Updates & Market Sentiment

The CONSOB (Commissione nazionale per le Società e la Borsa), Italy’s market regulator, announced today that it is reviewing regulations regarding short selling. This announcement caused some initial nervousness among investors, but the overall impact on market sentiment was limited. Market regulation is a key factor influencing investor behavior.

practical tips for Investors

* Diversification: Don’t put all your eggs in one basket. Diversify your portfolio across different sectors and asset classes.

* Long-Term Perspective: Focus on long-term investment goals rather than short-term market fluctuations.

* stay Informed: Keep up-to-date with the latest market news and economic developments.

* Risk Management: Understand your risk tolerance and adjust your investment strategy accordingly.

* Consider ETFs: Exchange Traded Funds (ETFs) offer a cost-effective way to gain exposure to the Italian stock market.

Real-World Example: The Impact of Infrastructure Spending

The recent government announcement of increased infrastructure spending is having a tangible impact on companies like Buzzi Unicem. The demand for cement and othre building materials is rising, leading to increased revenues and profits. This demonstrates the positive correlation between government policy and corporate performance on the Borsa Italiana.