BME:TEF
BME:TEFTelecom

Telefónica (BME:TEF) Valuation Check as Major Spanish Layoffs Reshape Its Five-Year Strategy

Telefónica (BME:TEF) is back in the spotlight after agreeing a voluntary layoff plan of up to 5,500 employees in Spain, a sweeping move tied directly to its new five year restructuring strategy. See our latest analysis for Telefónica. Those restructuring headlines come on top of Telefónica’s recent quantum computing partnership and renewed value focus. Yet the share price return is still down double digits year to date, while longer term total shareholder returns remain positive. This...
BME:SAN
BME:SANBanks

Assessing Banco Santander’s (BME:SAN) Valuation After a Strong Multi-Year Share Price Rally

Banco Santander (BME:SAN) has quietly turned into one of the stronger stories in European banking, with the share price climbing about 13% over the past month and roughly 16% in the past 3 months. See our latest analysis for Banco Santander. Zooming out, the latest move builds on hefty momentum, with a year to date share price return of more than 120% and a three year total shareholder return nearing 300%. This suggests investors are steadily re-rating Santander’s growth and risk profile. If...
BME:SAN
BME:SANBanks

Has Santander’s 127% Rally in 2025 Already Priced In Its Improving Returns?

If you are wondering whether Banco Santander still offers good value after such a substantial run, or if you might be late to the party, this breakdown will walk through what the current share price is really implying. The stock has climbed 2.2% over the last week, 13.9% in the last month, and 127.0% year to date, with a 132.8% gain over the past year and 332.8% over five years pointing to a major rerating by the market. Recent headlines have focused on Santander doubling down on its core...
BME:REP
BME:REPOil and Gas

Repsol (BME:REP) Valuation Check After Strong Year-To-Date Rally and Recent Pullback

Repsol (BME:REP) has quietly pulled ahead of many European energy peers this year, with the stock up about 30% year to date even after a weaker past month and past week. See our latest analysis for Repsol. The recent pullback, including a 1 month share price return of minus 8.77%, looks more like a breather within a strong run. Year to date share price gains and a robust 1 year total shareholder return suggest momentum is still broadly positive. If Repsol’s move has you rethinking your energy...
BME:IBE
BME:IBEElectric Utilities

How Iberdrola’s €350 Million Portuguese Wind Farm Investment Will Impact Iberdrola (BME:IBE) Investors

Iberdrola has already begun assembling wind turbines for Portugal’s largest wind farm, a €350 million project that marks a major expansion of its renewable energy footprint in the country. This milestone adds scale to Iberdrola’s clean energy portfolio and may reinforce its role as a key player in Iberian decarbonisation efforts. We’ll now examine how this €350 million Portuguese wind farm investment fits into Iberdrola’s existing growth narrative in regulated networks and...
BME:FER
BME:FERConstruction

Ferrovial’s Forthcoming Inclusion in the Nasdaq-100 Might Change The Case For Investing In Ferrovial (BME:FER)

Ferrovial has announced that it will join the Nasdaq-100 Index on December 22, 2025, following its U.S. listing in May 2024 and years of North American infrastructure activity, including the New Terminal One project at JFK Airport. This index inclusion significantly raises Ferrovial’s profile with U.S. and global investors and could broaden its shareholder base as it pursues further North American expansion. With Ferrovial set to enter the Nasdaq-100, we’ll assess how this added index...