BME:AMS
BME:AMSHospitality

Did Lufthansa’s Nevio Rollout Just Elevate Amadeus IT Group's (BME:AMS) Role in Airline Digital Transformation?

Lufthansa Group has already announced plans to roll out Amadeus’ AI-native Nevio modular platform across nine airlines, including Lufthansa, Swiss, Austrian Airlines and Brussels Airlines, to modernize retailing, ordering and distribution. This move signals a major endorsement of Amadeus’ next-generation core airline technology, underlining its role as a key enabler of airline digital transformation. Next, we’ll examine how Lufthansa’s adoption of Amadeus’ AI-native Nevio platform could...
BME:BBVA
BME:BBVABanks

A Look At Banco Bilbao Vizcaya Argentaria’s Valuation As Stabilisation Around New Securities Is Considered

Stabilisation activity around BBVA securities Banco Bilbao Vizcaya Argentaria (BME:BBVA) has come into focus after HSBC, as Stabilisation Coordinator, signalled that Stabilisation Managers may intervene around a new securities offer, potentially influencing short term trading conditions. See our latest analysis for Banco Bilbao Vizcaya Argentaria. Those stabilisation plans come after a strong run in the share price, with a 90 day share price return of 27.11% at a latest share price of €20.07...
BME:REP
BME:REPOil and Gas

Assessing Repsol (BME:REP) Valuation As Venezuela Exposure Draws Fresh Investor Attention

Repsol (BME:REP) is back in focus as investors weigh its sizeable oil reserves and production exposure in Venezuela in light of shifting expectations for the country’s economic reconstruction and the potential impact of future US policy decisions. See our latest analysis for Repsol. The latest €16.36 share price reflects a 12.9% 90 day share price return, while the 1 year total shareholder return of 44.8% suggests strong momentum recently, even though year to date share price performance is...
BME:IDR
BME:IDRIT

Why Indra Sistemas (BME:IDR) Is Up 17.7% After Winning a Role in U.S. ATC Overhaul

The U.S. government has awarded contracts to RTX Corp and Spain’s Indra Sistemas to supply new radars as part of a US$12.50 billion modernization of the country’s aging air traffic control system, which aims to replace 612 radars by June 2028 after years of congestion and technology problems. This contract highlights Indra’s role as an international provider of critical air traffic management technology, potentially reinforcing its position in aerospace and defense technology projects beyond...
BME:ENO
BME:ENOConstruction

A Look At Elecnor (BME:ENO) Valuation After Recent Share Price Weakness

Elecnor (BME:ENO) has drawn fresh attention after recent share price moves, with the stock down about 17% over the past month and 5% over the past 3 months. See our latest analysis for Elecnor. Zooming out, the recent 17.2% 30 day share price decline comes after a quieter 3 month period and contrasts with Elecnor’s strong 1 year and multi year total shareholder returns. This suggests that momentum has cooled after a strong run. If Elecnor’s swings have you rethinking your watchlist, this...
BME:SAN
BME:SANBanks

Will Santander’s UK Mortgage Repricing Toward Higher LTVs Change Banco Santander's (BME:SAN) Narrative

In recent weeks, Banco Santander withdrew certain 60% loan-to-value UK mortgage products for first-time buyers borrowing under £250,000, as part of a broader repricing after the Bank of England held rates and markets signalled limited further mortgage rate falls. The shift highlights how Santander is prioritizing higher loan-to-value segments, offering first-time buyers 85% and above LTV deals starting around 4.06% for two-year fixes and 4.19% for five-year terms, which may reshape its UK...
BME:IBE
BME:IBEElectric Utilities

Could Iberdrola’s 2025 Dividend Uplift Reframe Its Capital Allocation Story (BME:IBE)?

Iberdrola has announced in the past that it plans to raise its 2025 dividend to €0.253 per share, signaling a higher cash distribution to investors. This planned dividend uplift highlights management’s emphasis on returning cash to shareholders alongside its large-scale energy infrastructure investment program. Next, we’ll examine how the planned 2025 dividend increase interacts with Iberdrola’s long-term grid and clean energy investment narrative. Rare earth metals are the new gold rush...
BME:IDR
BME:IDRIT

Assessing Whether Indra Sistemas (BME:IDR) Shares Reflect The US Air Traffic Radar Contract Win

US radar contract puts Indra Sistemas in focus The United States awarding Indra Sistemas (BME:IDR) a role in supplying new air traffic control radars, alongside RTX Corp, immediately puts the stock on many investors’ watchlists. The radar awards sit within a broader US$12.5b modernization program targeting replacement of 612 radars by June 2028, which highlights the scale of potential project activity tied to Indra Sistemas’ air traffic segment. See our latest analysis for Indra Sistemas. The...
BME:GSJ
BME:GSJConstruction

Grupo Empresarial San José And 2 Other Undiscovered Gems in Europe

As the pan-European STOXX Europe 600 Index reaches new heights, buoyed by an improving economic backdrop, investors are increasingly looking beyond the major indices to uncover potential opportunities within Europe's small-cap landscape. In this environment of robust market performance, identifying stocks with strong fundamentals and growth potential can be key to capitalizing on emerging trends.
BME:REP
BME:REPOil and Gas

Is Venezuela’s US$6 Billion Gas Debt Reshaping the Investment Case for Repsol (BME:REP)?

In recent days, Eni and Repsol have been working to recover about US$6.00 billion owed by Venezuela for gas supply, amid tighter US restrictions that complicate payments and operations in the country. This matters because Venezuela holds a large share of Repsol’s global reserves and production, so any change in repayment or operating conditions there could significantly affect how the company manages its assets and future cash flows. Next, we’ll examine how Repsol’s efforts to recover...
BME:FCC
BME:FCCCommercial Services

How Investors Are Reacting To Fomento de Construcciones y Contratas (BME:FCC) Securing A 10-Year Tías Contract

Fomento de Construcciones y Contratas (FCC) recently won a 10-year public tender to provide street cleaning and beach services in the municipality of Tías, committing about €8 million to new vehicles, machinery, and equipment in return for roughly €4 million in annual payments from the local authority. This long-term contract deepens FCC’s presence in municipal environmental services and highlights how investment in modern cleaning technology can underpin more stable, recurring revenue...
BME:BBVA
BME:BBVABanks

How BBVA’s New Share Buyback Plan At Banco Bilbao Vizcaya Argentaria (BME:BBVA) Has Changed Its Investment Story

In recent days, BBVA announced a new share buyback program, signaling how it intends to deploy excess capital and refine its capital structure. This move highlights management’s confidence in the bank’s financial position and raises questions about how capital returns may shape BBVA’s longer-term outlook. We’ll now assess how BBVA’s latest share buyback plan could influence its investment narrative, particularly around capital efficiency and returns. Find companies with promising cash flow...
BME:TEF
BME:TEFTelecom

Telefónica’s Quantum Computing Move With CESGA Could Be A Game Changer For Telefónica (BME:TEF)

In December 2025, IQM Quantum Computers announced a purchase agreement with Telefónica and the Galician Supercomputing Center (CESGA) to install Spain’s first IQM full-stack quantum systems, a 54-qubit Radiance for high-performance computing and a 5-qubit Spark for education, scheduled for delivery by June 2026. This project places Telefónica at the heart of integrating quantum computing with artificial intelligence and high-performance computing in Europe’s research infrastructure,...