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:SAN
BME:SANBanks

Is It Too Late To Consider Santander (BME:SAN) After A 130% One Year Rally?

If you are wondering whether Banco Santander's current share price still offers value after a strong run, this article will walk through what the numbers are actually saying about the stock. The share price is flat over the last 7 days, up 6.8% over the last 30 days, and the 1 year return stands at 129.9%, which can change how investors think about both upside and risk. Recent news coverage has focused on Banco Santander's role as a large European bank and its exposure to global credit...
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: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...