Spanish Food Stock News

BME:GRF
BME:GRFBiotechs

Assessing Grifols (BME:GRF) Valuation After Recent Mixed Share Performance

Recent share performance and context Grifols (BME:GRF) has been back in focus after recent trading saw the stock close at €10.84, with a 1 day return of about a 2% decline and a mixed pattern over the past month and past 3 months. See our latest analysis for Grifols. Looking beyond the latest move, Grifols’ share price return is slightly negative year to date, while its 1 year total shareholder return of 29.41% contrasts with weaker 3 and 5 year total shareholder returns. This suggests...
BME:SAB
BME:SABBanks

Marc Armengol Takes Banco De Sabadell Helm After Strong Share Run

Banco de Sabadell (BME:SAB) has appointed Marc Armengol as its next CEO, following his leadership role at TSB. Armengol will succeed Cesar Gonzalez-Bueno, whose term included steering the bank through a major takeover attempt. The leadership transition comes with the shares recently trading at around €3.264. For you as an investor, this is a meaningful moment for Banco de Sabadell, ticker BME:SAB. The bank’s shares are around €3.264, with a 1 year return of 45.3% and a 3 year return of...
BME:TEF
BME:TEFTelecom

Telefónica’s Nexfibre Netomnia Deal Expands UK Fibre Reach And Investor Focus

Telefónica, through its Nexfibre joint venture with Liberty Global, is leading the acquisition of UK broadband network Netomnia. The deal is set to expand Virgin Media O2’s broadband footprint across the UK, increasing access to millions of additional premises. The move highlights further consolidation in UK broadband infrastructure and could influence how providers compete for customers. For Telefónica (BME:TEF), this UK broadband push comes with the shares trading around €3.628. The stock...
BME:AMS
BME:AMSHospitality

Assessing Amadeus IT Group (BME:AMS) Valuation As Singapore Airshow 2026 Presentation Nears

Singapore Airshow presentation puts Amadeus IT Group in focus Investor attention around Amadeus IT Group (BME:AMS) is building ahead of its Singapore Airshow 2026 presentation on 5 February, where South East Asia airlines head Sarah Samuel is scheduled to speak. The conference slot draws interest because it may offer fresh clues on how Amadeus approaches airline technology partnerships in a region that is important for travel demand and digital infrastructure investment. See our latest...
BME:REP
BME:REPOil and Gas

Repsol (BME:REP) Valuation Check After Public Dispute Over CNMC Regulatory Penalty

Repsol (BME:REP) is under the spotlight after publicly rejecting a regulatory sanction from Spain’s CNMC. This move puts regulatory risk and potential financial exposure front and center for shareholders. See our latest analysis for Repsol. Repsol’s public pushback against the CNMC sanction comes after a mixed period for its stock, with a 3.35% 7 day share price return alongside a very strong 1 year total shareholder return of 52.65%. This suggests momentum has been positive even as...
BME:LOG
BME:LOGLogistics

Does Logista Integral’s (BME:LOG) Extra Dividend Reveal Its True Capital Allocation Priorities?

Logista Integral, S.A. recently held its AGM, where shareholders approved all proposals, including director appointments, bylaw changes and the continuation of generous dividend payouts, and the company also announced an extraordinary gross dividend of €0.08 per share. This combination of a special cash distribution and confirmed governance and sustainability initiatives underscores management’s emphasis on returning capital while refining the corporate framework. We’ll now examine how the...
BME:ITX
BME:ITXSpecialty Retail

Assessing Inditex (BME:ITX) Valuation After Strong Trading Update And Ahead Of March Earnings

Industria de Diseño Textil (BME:ITX) is back in focus after a strong December trading update and with full year results due on March 11, as investors also track upcoming euro zone inflation data. See our latest analysis for Industria de Diseño Textil. The recent December trading update and focus on March earnings come after steady share price momentum, with a 90 day share price return of 18.66% and a 1 year total shareholder return of 11.60%. The 3 year total shareholder return of 113.29% and...
BME:IBE
BME:IBEElectric Utilities

Should Iberdrola’s (BME:IBE) 1,500 MW Deal With Norges Bank Shift Investors’ Renewables Expectations?

Iberdrola recently announced that its co-investment alliance with Norges Bank Investment Management has reached 1,500 MW of installed renewable capacity, marking a significant scale-up of their joint clean energy portfolio. This milestone underscores how partnering with a large institutional investor can help Iberdrola accelerate capital-intensive renewables build-out while sharing project risk. Next, we will examine how this expanded renewables footprint with Norges Bank Investment...
BME:SAN
BME:SANBanks

Assessing Banco Santander (BME:SAN) Valuation As 2025 Results And UK TSB Integration Draw Closer

ESOP shelf registration puts new Banco Santander shares in focus Banco Santander (BME:SAN) has filed a US$326.5 million shelf registration for up to 25,000,000 American Depositary Receipts, tied to an employee stock ownership plan. This filing puts potential share issuance on investors’ radar. See our latest analysis for Banco Santander. At a share price of €11.048, Banco Santander has enjoyed firm momentum recently, with a 30 day share price return of 7.76% and a 90 day gain of 25.46%. Its 1...
BME:ACS
BME:ACSConstruction

European Stocks That May Be Trading Below Their Estimated Value

As the eurozone economy continues its modest recovery, bolstered by stronger investment and household consumption, the pan-European STOXX Europe 600 Index has shown resilience despite mixed performances among major stock indexes. In this environment of cautious optimism and improving confidence, identifying stocks that may be trading below their estimated value can offer potential opportunities for investors seeking to capitalize on market inefficiencies.
BME:ALM
BME:ALMPharmaceuticals

Is China’s Seysara Approval and Sinomune Deal Altering The Investment Case For Almirall (BME:ALM)?

Almirall has reported that China’s National Medical Products Administration approved Seysara (sarecycline hydrochloride) for treating inflammatory lesions of non-nodular moderate-to-severe acne in patients aged 9 and older, with Sinomune holding exclusive commercialization and distribution rights in China. This marks the first approval in China of a tetracycline-derived oral antibiotic developed specifically for dermatology, expanding Seysara’s reach beyond its earlier US launch and...
BME:R4
BME:R4Capital Markets

3 Undiscovered European Gems with Strong Potential

As the eurozone economy continues its modest recovery, with consumer and business confidence on the rise, European markets present a fertile ground for discovering promising investment opportunities. In this environment of cautious optimism and economic resilience, identifying stocks that demonstrate strong fundamentals and growth potential can be particularly rewarding for investors seeking to capitalize on Europe's evolving market landscape.
BME:SAN
BME:SANBanks

What Banco Santander (BME:SAN)'s UK Branch Closures and Digital Pivot Mean For Shareholders

In recent days, Santander UK confirmed plans to close 44 branches by January 2027, putting 291 jobs at risk as 96% of transactions have shifted online and more services move to digital channels and shared banking hubs. This consolidation of the physical network, paired with the use of “community bankers” and banking hubs, signals a meaningful reset in how Santander balances cost control with maintaining local access to cash and face-to-face support. Next, we’ll examine how this branch...
BME:ALM
BME:ALMPharmaceuticals

Assessing Almirall (BME:ALM) Valuation After China Seysara Approval And Sinomune Licensing Deal

What the Seysara approval in China means for Almirall Almirall (BME:ALM) is back on investors radar after China approved its dermatology focused oral antibiotic Seysara for moderate to severe acne, alongside a new licensing and distribution deal with Sinomune. See our latest analysis for Almirall. The Seysara approval appears to have come at a time when momentum has been mixed, with a recent 1 day share price return of 2.77% contrasting with a 30 day share price return decline of 2.17%, while...
BME:CABK
BME:CABKBanks

CaixaBank (BME:CABK) Valuation Check After Record Profit, Higher Dividend Plan And Potential Buybacks

Why CaixaBank's latest earnings matter for shareholders CaixaBank (BME:CABK) is back in focus after reporting record 2025 net profit of €5.891b, outlining higher medium term return targets, and flagging room for additional share buybacks alongside a larger dividend proposal. See our latest analysis for CaixaBank. The strong full year earnings update, higher dividend proposal and talk of further buybacks have gone hand in hand with a sharp move in CaixaBank’s shares, with a 6.75% 1 day share...
BME:BBVA
BME:BBVABanks

The Bull Case For Banco Bilbao Vizcaya Argentaria (BME:BBVA) Could Change Following Buyback Progress, Downgrade And Asset Sale Plans

Banco Bilbao Vizcaya Argentaria has recently advanced its multi-stage share buyback programme while also facing a downgrade from RBC Capital, which cited valuation concerns despite strong past performance and profitability. At the same time, short interest in BBVA has risen and the bank is exploring a sale of its Garanti Bank Romania unit amid ongoing support from European institutions for SME and sustainable housing financing. With these developments and BBVA’s continuing share buyback in...