BME:REP
BME:REPOil and Gas

Repsol’s Q4 Output of 544,000 Barrels Might Change The Case For Investing In Repsol (BME:REP)

Repsol recently reported that its estimated crude oil and gas production for the fourth quarter was 544,000 barrels per day, underscoring the scale of its upstream operations. This production update offers investors a fresh data point on how the company’s traditional hydrocarbon business currently underpins its broader multi-energy transition plans. We’ll now explore how this Q4 production level of 544,000 barrels per day influences Repsol’s investment narrative and future earnings mix. The...
BME:CABK
BME:CABKBanks

European Dividend Stocks To Watch In January 2026

As 2026 begins, European markets are showing signs of optimism, with major indices like the STOXX Europe 600 and Germany's DAX experiencing notable gains amid positive economic indicators and a favorable interest rate environment. In this context, dividend stocks in Europe are attracting attention for their potential to offer stable income streams and resilience against market fluctuations.
BME:TRE
BME:TREEnergy Services

Does Coastal Bend LNG’s Lower Emission Project Pathway Shift Técnicas Reunidas’ Strategic Focus (BME:TRE)?

Coastal Bend LNG recently announced it has selected KBR, Inc. and Técnicas Reunidas to perform front-end engineering and design for its planned natural gas liquefaction and export facility on the Texas Gulf Coast, using ConocoPhillips’ Optimized Cascade® Process. The agreement could open a pathway for Técnicas Reunidas to participate in the later engineering, procurement, and construction phase, deepening its exposure to large-scale LNG infrastructure with an emphasis on lowering greenhouse...
BME:TEF
BME:TEFTelecom

Does Telefónica’s €900m Green Bond Issue Reshape the Bull Case for Telefónica (BME:TEF)?

Telefónica, S.A. recently completed a fixed-income offering, issuing €900 million of 4.381% callable green corporate bonds to fund climate-focused initiatives. This move underscores Telefónica’s use of sustainable financing tools, potentially widening its investor base to include more ESG-oriented fixed-income investors. We’ll explore how this sizeable green bond issuance could influence Telefónica’s investment narrative around funding, sustainability positioning, and capital...
BME:ITX
BME:ITXSpecialty Retail

Should Inditex’s 9% Net Income Rise Reshape How Industria de Diseño Textil (BME:ITX) Is Valued?

In late 2025, Industria de Diseño Textil, parent of Zara and other brands, reported strong sales expansion and a 9% increase in net income for the first nine months of the year, underscoring resilient demand across its portfolio. This performance has intensified focus on whether the company’s premium valuation can be supported by sustained revenue growth, operating efficiency gains and disciplined execution. Now we’ll explore how this strong net income growth interacts with Inditex’s...
BME:SAN
BME:SANBanks

Assessing Banco Santander (BME:SAN) Valuation After Strong Returns And Conflicting Fair Value Signals

With no single headline event driving attention, Banco Santander (BME:SAN) has still caught investor interest after recent share price moves and reported revenue of €50.7b and net income of €12.8b. See our latest analysis for Banco Santander. The recent share price of €10.48 sits alongside a 90 day share price return of 23.59% and a 5 year total shareholder return of around 3.5x. This points to momentum that has been building rather than fading as investors reassess growth prospects and risk...
BME:BBVA
BME:BBVABanks

Will BBVA’s Bad Loan Sale and Buyback Shift Banco Bilbao Vizcaya Argentaria’s (BME:BBVA) Capital Narrative?

Banco Bilbao Vizcaya Argentaria, S.A. (BBVA) recently moved to sell about €380 million of soured mortgages and reported progress on a significant share buyback program, both aimed at cleaning up its balance sheet and refining its capital structure. Together, the non-performing loan sale discussions and renewed share repurchases highlight BBVA’s dual focus on risk reduction and more efficient use of capital. We’ll now explore how BBVA’s expanded share buyback, alongside its non-performing...
BME:ITX
BME:ITXSpecialty Retail

Assessing Inditex (BME:ITX) Valuation After Strong Nine-Month 2025 Sales And Net Income Growth

Industria de Diseño Textil (BME:ITX) is back on investors’ radars after reporting strong sales growth and a 9% rise in net income for the first nine months of 2025, highlighting what the company describes as ongoing operational momentum. See our latest analysis for Industria de Diseño Textil. The latest 9 month results arrive after a strong run in the shares, with a 90 day share price return of 19.06% and a 1 year total shareholder return of 18.72%. These gains add to very large 3 and 5 year...
BME:TEF
BME:TEFTelecom

Assessing Telefónica (BME:TEF) Valuation As Dividend Appeal Meets Ongoing 5G Investment

Recent attention on Telefónica (BME:TEF) has centered on its dividend appeal and ongoing 5G spending, as investors weigh this income profile against recent share price declines and the company’s broad European and Latin American footprint. See our latest analysis for Telefónica. The €3.418 share price has come under pressure recently, with a 30 day share price return of 8% and a 90 day share price return of 21.23%, even as Telefónica progresses 5G spending and considers asset sales such as a...
BME:PUIG
BME:PUIGPersonal Products

Puig Brands (BME:PUIG) Valuation In Focus After BNP Exane Upgrade And Ongoing Jefferies Support

Puig Brands (BME:PUIG) is back in focus after BNP Exane upgraded the stock from neutral to overweight, a shift that coincided with a 5.7% share move and continued support from Jefferies. See our latest analysis for Puig Brands. The recent broker upgrade appears to have acted as a catalyst for Puig Brands, with a 1-day share price return of 2.04% and a 90-day share price return of 20.41% pointing to building momentum, even though the 1-year total shareholder return of 8.29% is still...
BME:IBE
BME:IBEElectric Utilities

Assessing Iberdrola (BME:IBE) Valuation After Signalling A Higher 2025 Dividend

Iberdrola (BME:IBE) has caught investor attention after announcing plans to lift its 2025 dividend to €0.253 per share, which puts the stock’s income profile and underlying cash generation under closer scrutiny. See our latest analysis for Iberdrola. The dividend news lands after a period of steady positive momentum, with Iberdrola’s share price at €18.9 and a 90 day share price return of 14.2%. The 1 year total shareholder return of 46.4% and 3 year total shareholder return of about 2x point...
BME:PHM
BME:PHMBiotechs

The Bull Case For PharmaMar (BME:PHM) Could Change Following FDA Priority Review For Lurbinectedin

PharmaMar and Jazz Pharmaceuticals previously announced that the US Food and Drug Administration granted Priority Review to their lurbinectedin submission for relapsed small-cell lung cancer, alongside a US licensing deal that could be worth up to US$1.00 billion. This combination of accelerated regulatory attention and a high-value commercial partnership highlights how lurbinectedin has become a central asset in PharmaMar’s oncology pipeline. Now we’ll examine how FDA Priority Review for...