BME:ALM
BME:ALMPharmaceuticals

Almirall (BME:ALM): Reworked Debt Structure Prompts Fresh Look at Valuation After New 2031 Bond Issue

Almirall (BME:ALM) just reshaped its balance sheet, planning to redeem its €300 million 2.125% notes due 2026 while issuing €250 million in 3.75% senior unsecured notes maturing 2031, representing a meaningful capital structure refresh. See our latest analysis for Almirall. The new bond issue and planned redemption come as Almirall’s €12.84 share price rides strong momentum, with a 90 day share price return of 14.03% and a robust 1 year total shareholder return of 56.95% signaling that...
BME:IDR
BME:IDRIT

Indra Sistemas (BME:IDR): Assessing Valuation After Strong Financial Growth and Strategic Innovation Push

Recent performance and strategic momentum Indra Sistemas (BME:IDR) is back on many investors radar after a run of stronger quarters, with rising sales, higher net income and a clear push into innovation through acquisitions and leadership changes. See our latest analysis for Indra Sistemas. Despite a choppy last month with an 8.66 percent 1 month share price return decline, Indra’s 90 day share price gain of 32.03 percent and 1 year total shareholder return of 176.68 percent indicate that...
BME:ITX
BME:ITXSpecialty Retail

Did Stronger Earnings and a Well‑Covered Dividend Just Shift Industria de Diseño Textil's (BME:ITX) Investment Narrative?

Recent results from Industria de Diseño Textil, S.A. showed higher sales and net income across its global retail and online operations, with dividends supported by a payout ratio of 59.8% and covered by both earnings and cash flow. This combination of earnings strength and a dividend that has grown over the past decade reinforces the perception of a resilient, income-supportive business model. Next, we will examine how this stronger earnings picture and well-covered dividend reshape...
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...
BME:ACX
BME:ACXMetals and Mining

European Market's Hidden Gems: Acerinox Among 3 Stocks Estimated Below Fair Value

In recent weeks, the European market has experienced mixed performances across major indices, with Germany's DAX showing gains while France's CAC 40 and the UK's FTSE 100 faced slight declines. Amidst this fluctuating landscape and potential rate hikes by the European Central Bank, investors are increasingly on the lookout for stocks that may be trading below their intrinsic value, offering opportunities for those seeking to capitalize on undervalued assets in a complex economic environment.
BME:FER
BME:FERConstruction

Ferrovial (BME:FER) Valuation Check as Nasdaq-100 Entry and €800m Buyback Lift Investor Interest

Ferrovial (BME:FER) is suddenly on more watchlists as it prepares to join the Nasdaq 100, while simultaneously launching a fresh €800 million buyback that tightens the share count and sharpens the equity story. See our latest analysis for Ferrovial. Those moves come on top of a steady rerating, with the share price now at $56.36 and a strong year to date share price return of 37.93%. The 5 year total shareholder return of 173.77% suggests momentum has been building for some time. If...
BME:BBVA
BME:BBVABanks

BBVA (BME:BBVA) Valuation Check After Strong Multi-Year Share Price Rally

Banco Bilbao Vizcaya Argentaria (BME:BBVA) has quietly extended its rally, with shares up about 17% over the past 3 months and more than doubling year to date. This performance is putting valuation firmly in focus. See our latest analysis for Banco Bilbao Vizcaya Argentaria. At a share price of $19.205, that 90 day share price return of 17.39% sits on top of a five year total shareholder return of 500.11%. This suggests momentum is still very much on BBVA’s side as investors reassess its...
BME:SAN
BME:SANBanks

Banco Santander (BME:SAN) Valuation Check as UK Mortgage Strategy Shifts Ahead of Expected BoE Rate Cut

Banco Santander (BME:SAN) is shaking up its UK mortgage lineup, pulling some lower LTV options for first time buyers while rolling out fresh fixed rate deals just as markets brace for a Bank of England cut. See our latest analysis for Banco Santander. That mortgage reshuffle comes as sentiment around the stock has turned sharply more upbeat, with a 90 day share price return of 11.87% and a striking 1 year total shareholder return of 110.71% suggesting momentum is still building. If this kind...