BME:TEF
BME:TEFTelecom

Telefónica (BME:TEF) Valuation Check as Major Spanish Layoffs Reshape Its Five-Year Strategy

Telefónica (BME:TEF) is back in the spotlight after agreeing a voluntary layoff plan of up to 5,500 employees in Spain, a sweeping move tied directly to its new five year restructuring strategy. See our latest analysis for Telefónica. Those restructuring headlines come on top of Telefónica’s recent quantum computing partnership and renewed value focus. Yet the share price return is still down double digits year to date, while longer term total shareholder returns remain positive. This...
BME:IBE
BME:IBEElectric Utilities

Is It Too Late to Consider Iberdrola After Its Strong Multi Year Share Price Rally?

Wondering if Iberdrola is still good value after its strong run, or if you might be late to the party? You are not alone. This is exactly what we are going to unpack. The stock has barely moved over the last week, dipping about 0.2%, but zoom out and it is up 0.8% over 30 days, 33.1% year to date, 43.0% over 1 year, and an impressive 85.1% over 3 years and 84.0% over 5 years. Those gains have been underpinned by Iberdrola leaning into the global push for renewables, with ongoing investment...
BME:IMC
BME:IMCBasic Materials

Undiscovered Gems in Europe with Strong Fundamentals December 2025

In December 2025, the European market has shown resilience with the pan-European STOXX Europe 600 Index rising by 1.60%, buoyed by steady economic growth and favorable monetary policy conditions. As investors navigate this landscape, identifying stocks with strong fundamentals becomes crucial for capitalizing on these positive trends.
BME:ACS
BME:ACSConstruction

European Stocks Priced Below Estimated Value For Savvy Investors

As European markets continue to show signs of steady economic growth, with the pan-European STOXX Europe 600 Index rising by 1.60%, investors are increasingly on the lookout for opportunities that may be undervalued amidst looser monetary policies. In such a climate, identifying stocks priced below their estimated value can offer potential benefits, particularly when economic indicators suggest stability and potential growth in key indices.
BME:ART
BME:ARTElectrical

Undiscovered Gems in Europe for December 2025

As European markets continue to show signs of steady economic growth and benefit from looser monetary policy, the pan-European STOXX Europe 600 Index has climbed by 1.60%, reflecting a positive sentiment across major stock indexes like Italy’s FTSE MIB and the UK’s FTSE 100. In this environment, identifying undiscovered gems involves looking for stocks that not only thrive under current economic conditions but also possess strong fundamentals and potential for long-term growth amidst evolving...
BME:SAN
BME:SANBanks

Assessing Banco Santander’s (BME:SAN) Valuation After a Strong Multi-Year Share Price Rally

Banco Santander (BME:SAN) has quietly turned into one of the stronger stories in European banking, with the share price climbing about 13% over the past month and roughly 16% in the past 3 months. See our latest analysis for Banco Santander. Zooming out, the latest move builds on hefty momentum, with a year to date share price return of more than 120% and a three year total shareholder return nearing 300%. This suggests investors are steadily re-rating Santander’s growth and risk profile. If...
BME:TEF
BME:TEFTelecom

Is Telefónica (BME:TEF) Refocusing Its Capital Market Strategy With The NYSE Delisting Move?

Telefónica has already moved to voluntarily delist its American Depositary Shares from the New York Stock Exchange, shifting them to a Level 1 over-the-counter program while also relocating several series of its fixed rate senior notes from the NYSE to Euronext Dublin. This U.S. delisting step, combined with AM Best reaffirming an Excellent rating for Telefónica’s captive insurer Nova Casiopea Re, highlights a sharpened focus on cost-efficient risk management and a more concentrated presence...