Capital Goods Spanish Community
Our community narratives are driven by numbers and valuation.
Capital Goods Spanish Investing Ideas
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
Multi Year Order Book And Cost Savings Will Reshape Long Term Earnings Profile
Catalysts About Obrascón Huarte Lain Obrascón Huarte Lain is an international construction and infrastructure group with core activities in North America, Europe and Latin America. What are the underlying business or industry changes driving this perspective?Read more
ACS: Rising U.S. Construction Exposure Will Face Margin Pressures Ahead
Key Takeaways Demand for digital and social infrastructure is fueling ACS's revenue growth, with strong pipelines and diversification across sectors and geographies supporting future expansion. Strategic investments in recurring assets and technology-driven efficiencies are improving margins, stabilizing earnings, and reducing business risk.Read more
North American Toll Highways And Airports Will Drive A Stronger Long Term Outlook
Catalysts About Ferrovial Ferrovial develops, operates and invests in transport infrastructure, with a focus on toll highways, airports and complex construction projects. What are the underlying business or industry changes driving this perspective?Read more
Data Center Expansion And AI Infrastructure Exposure Will Pressure Margins And Earnings Outlook
Catalysts About ACS Actividades de Construcción y Servicios ACS Actividades de Construcción y Servicios is a global infrastructure, construction and services group focused on large-scale, technically complex projects across digital infrastructure, transportation, energy and concessions. What are the underlying business or industry changes driving this perspective?Read more
ART: Electrification And Renewables Will Limit Pricing But Open Markets
Key Takeaways Lagging R&D investment and slow innovation could cause market share loss, reduced pricing power, and margin compression amid rapid industry digitalization. Rising supply chain, labor, and compliance costs from global risks and regulations threaten profitability and strain resources needed for growth.Read more
Revenue Expansion And Margin Pressure Will Shape Future Sector Fortunes
Key Takeaways Overvalued revenue and asset growth may face headwinds if toll price increases, urban expansion trends, or US infrastructure momentum moderate or reverse. Reliance on green transition projects and an asset-light strategy is exposed to regulatory, funding, and execution risks that could compress future margins and profits.Read more
Backlog Expansion And Rail Demand Trends Will Support A Long-Term Earnings Turnaround
Catalysts About Talgo Talgo designs, manufactures and maintains innovative passenger rolling stock for high speed, intercity and regional rail operators worldwide. What are the underlying business or industry changes driving this perspective?Read more
AI Data Center And Infrastructure Boom Will Drive Powerful Upside For This Construction Leader
Catalysts About ACS Actividades de Construcción y Servicios ACS Actividades de Construcción y Servicios is a global infrastructure and engineering group focused on complex construction, concessions and high value added industrial and digital projects. What are the underlying business or industry changes driving this perspective?Read more
