Spanish Market Community
Our community narratives are driven by numbers and valuation.
Spanish Investing Ideas
Global Weekly Picks
NBI Bearings Europe Revenue to Surge with 7.38% Growth
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
Reasons to Buy IAG Shares in 2025
International Airlines Group (IAG) currently presents a strong investment opportunity supported by solid operational, financial, and strategic fundamentals. The key reasons include: Sustained Demand Recovery : The group is benefiting from a robust rebound in international travel, with increasing capacity and high load factors, especially on key routes such as North America, Latin America, and Southern Europe.Read more
The future of Merlin lies in the management of data centers.
Merlin Propiertis is a Spanish REIT with 4 lines of business: 1. Bureaux 2.Read more
The future of Rovi is very uncertain, we must wait until the year 2026 to have a clear projection.
Recent Financial Performance In H1 2025, Rovi’s net profit dropped by 10% to €39.7 million. The decline was mainly due to reduced third-party manufacturing, especially COVID-19 vaccine production.Read more
Sacyr will boost its revenue with renewables and digital upgrades in the coming years
1. Perpetual Revenue Growth Rate (~2.5%) Rationale: Catalysts: New Services & Projects: Sacyr’s pipeline includes opportunities in renewables, sustainable infrastructure, and digital upgrades.Read more
Tier 1 doing a great job, but external factors slow it down.
· The company's stock value has declined this week due to economic and political circumstances in Spain and Europe, particularly with the potential exit of France from the Euro. However, the company's strong fundamentals suggest it will continue on an upward trend, albeit at a slower pace.Read more
Undervalued biggest olive oil seller
The biggest seller of olive oil in the world, owner of relevant brands like Bertolli, Carbonell, Koipe Owned by mainly private equity fund who went into the Companys 4 years Ago when it was restructured due to it's unbearable debt. New shares of the Companys where issued, part of the debtors acquired 50% of the Companys and CVC acquired a relevant stake.Read more
Tier1 --> empresa familiar TIC en desarrollo. Comerzzia es la estrella
Pequeña empresa española del sector TIC. Su mejor producto sin lugar a dudas es COMERZZIA, software para Retail de bastante implantación en tiendas Food y Nonfood en España.Read more
The Undervaluation of Clinica Baviera: An Opportunity for Investors?
Clinica Baviera, a company specializing in ophthalmological care, appears to present a compelling undervalued investment opportunity when examining its financial fundamentals. Through a detailed analysis of its free cash flow, return on equity (ROE), and dividend distribution policy, we shed light on why this undervaluation exists and the long-term valuation prospects.Read more
