BME:BKT
BME:BKTBanks

Assessing Bankinter (BME:BKT) Valuation After Strong Multi‑Year Shareholder Returns

Assessing Bankinter after recent share performance Bankinter (BME:BKT) has drawn fresh attention after recent share price moves, prompting investors to reassess how its current valuation lines up with reported profitability and the bank’s role across Spain and selected European markets. See our latest analysis for Bankinter. At a share price of €14.21, Bankinter’s recent share price return has been mixed in the short term, with a slight 1-day decline set against an 8.93% 90-day gain. Its...
BME:BBVA
BME:BBVABanks

Is It Too Late To Look At BBVA (BME:BBVA) After Its 112% One-Year Surge?

This article considers whether Banco Bilbao Vizcaya Argentaria's recent share price performance still leaves room for value, by exploring what the current market price may be implying about the stock. Over the last week the share price return was 4.2%, the 30 day return was 8.3%, year to date it was 2.6%, over 1 year it was 112.0% and over 3 years it was 287.3%, while the 5 year return figure is very large. These moves sit against an ongoing flow of sector and macro headlines that can...
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...