Spanish Market Community

Amadeus IT (AMS.MC): The "AI Fear" Arbitrage Opportunity Current Price: ~€48.84 | Target Range: €62.00 – €75.00 | View: Strong Buy / Accumulate The market has priced Amadeus as a "terminal decline" asset due to fears of AI disintermediation. However, operational reality contradicts this narrative.Read more

Situación financiera sólida : Patrimonio neto > 60% del balance, deuda controlada. Beneficio coyunturalmente bajo : impacto no estructural.Read more

Concrete return plan: management unveiled a strategic plan to distribute €6.3 billion to shareholders between 2025–2027 (cash dividends + buybacks). comunicacion.grupbancsabadell.com • Ordinary dividend guidance: the bank says ordinary cash dividends for 2025, 2026 and 2027 will exceed the 2024 gross dividend of €0.2044 per share (so market should expect >€0.2044 in 2026, per the plan).Read more

Solaria delivered strong audited results for 2025, reporting €303M in revenue, €266M EBITDA and €137M net income. The company also reached 3.1 GW of installed capacity and continues to expand its renewable infrastructure platform.Read more

En el cierre de los nueve primeros meses de 2025, NBI Bearings Europe confirma una recuperación gradual : mejora de márgenes (EBITDA 17,2%) y generación positiva de caja, con una reducción real de deuda (DFN/EBITDA ≈ 4x) y una sólida tesorería de más de 26 M€. Aunque los ingresos acumulados caen un 6,4% interanual, el tercer trimestre muestra reactivación operativa , impulsada por el fuerte crecimiento en India —ya con 90 nuevos clientes y expansión de producción superior al 100%—, mientras la nueva planta de Ahmedabad avanza hacia su apertura en 2026.Read more

Inditex: From Aprons in Galicia to the World’s Most Efficient Fashion Machine In 1963, in the rainy port city of A Coruña in northern Spain, a young man did not dream of runways, Paris fashion weeks, or luxury branding. He was not sketching haute couture.Read more

Air travel demand is bouncing back, and International Airlines Group says it is turning that into stronger profits, more cash, and a return to rewarding shareholders. The bull case also leans on lower fuel costs, improving debt levels, and extra income from maintenance, cargo, and its loyalty program—but the full picture hinges on how long the travel boom lasts.Read more

Merlin Propiertis is a Spanish REIT with 4 lines of business: 1. Bureaux 2.Read more

Key takeaways Surface area growth of 5% per year is expected between 2025 and 2026 Exchange rate risk has increased this year, and in previous years it represented significant losses. The management of rental contracts for premises and logistics centres involves a high percentage of costs, and their management is constant.Read more