BME:SAN
BME:SANBanks

A Look At Banco Santander (BME:SAN) Valuation After Strong Recent Share Price Returns

What recent returns say about Banco Santander With no single headline event driving attention to Banco Santander (BME:SAN) today, recent performance may be what has caught your eye, especially after a 6.7% move over the past month and 23.8% over the past 3 months. See our latest analysis for Banco Santander. That recent momentum sits within a broader upswing, with the share price near €10.65 and a 90 day share price return of 23.78% alongside a very large 1 year total shareholder return of...
BME:AMS
BME:AMSHospitality

How AI Partnership With Microsoft And Profit Gains At Amadeus IT Group (BME:AMS) Has Changed Its Investment Story

In the first nine months of 2025, Amadeus IT Group reported revenue growth of 8% and a 9% increase in Adjusted EBIT, while accelerating the rollout of “Agentic AI” and generative AI tools through a partnership with Microsoft to reshape airline retailing and hotel management. This combination of financial progress and AI-driven innovation highlights how Amadeus is using advanced technology partnerships to reinforce its role at the core of global travel infrastructure. With recent share price...
BME:ENG
BME:ENGGas Utilities

Should Enagás’ Pivot to Green Hydrogen and Lower Leverage Require Action From Enagás (BME:ENG) Investors?

Enagás has announced a shift from its traditional role as a gas transmission system operator toward becoming a European leader in green hydrogen infrastructure, supported by a recently strengthened balance sheet through lower net debt. This combination of a hydrogen-focused infrastructure roadmap and reduced leverage signals a material repositioning of Enagás within Europe’s long-term energy transition framework. Next, we will examine how Enagás’s move toward green hydrogen infrastructure...
BME:TRE
BME:TREEnergy Services

Did Coastal Bend LNG’s Lower-Emissions Project Selection Just Shift Técnicas Reunidas’ (BME:TRE) Investment Narrative?

In January 2026, Coastal Bend LNG announced it had selected KBR and Técnicas Reunidas to perform front-end engineering and design for its planned natural gas liquefaction and export facility on the Texas Gulf Coast, with potential progression to the engineering, procurement and construction phase after a final investment decision. The project’s use of ConocoPhillips’ Optimized Cascade Process to aim for cost-competitive LNG while limiting greenhouse gas emissions positions Técnicas Reunidas...
BME:IDR
BME:IDRIT

Why Indra Sistemas (BME:IDR) Is Down 5.3% After Winning TfL’s £845 Million Ticketing Deal – And What's Next

In January 2026, Transport for London awarded Indra Group a long-term contract worth up to £845 million (about €975 million) to operate, maintain and upgrade the entire ticketing and access control system across London’s extensive public transport network through at least 2034, with options to 2039. The deal makes Indra the sole ticketing systems provider for one of the world’s most complex and high-usage urban networks, deepening its role in advanced fare technology such as Account Based...
BME:REP
BME:REPOil and Gas

Reassessing Repsol (BME:REP) Valuation After International Arbitration Setback In LNG Dispute

The recent ruling by the International Court of Arbitration against Repsol (BME:REP) in its liquefied natural gas supply dispute with Venture Global has put the company’s contract exposure and LNG positioning under closer investor scrutiny. See our latest analysis for Repsol. Repsol’s LNG setback comes as the share price sits at €15.8, with modest short term share price returns and a much stronger 1 year total shareholder return of 47.09%, which signals momentum has been building over a...
BME:IBE
BME:IBEElectric Utilities

Iberdrola Balances Energy Transition Role With Rich Valuation Concerns

Iberdrola has been recognized as the only energy company worldwide to receive the Top Employer Enterprise seal for three consecutive years. The company plays a leading role in the Iberian Industry and Energy Transition Initiative launched at the World Economic Forum in Davos. The initiative aims to support clean and affordable energy, industrial competitiveness, and regional job creation across Europe. Iberdrola (BME:IBE) is currently trading at around €18.36, with the share price...
BME:SAN
BME:SANBanks

Banco Santander Fine Puts Openbank Controls And Investor Risk Focus Front And Center

Banco Santander (BME:SAN) has been fined over €40 million by the Spanish anti money laundering authority. The penalty relates to control shortcomings at its digital banking unit, Openbank. The bank is challenging the review and has reiterated its commitment to compliance. Banco Santander, one of Spain's largest banking groups, uses Openbank as its digital platform, which operates at the intersection of retail banking and online financial services. For investors, a fine of this size is...
BME:ALM
BME:ALMPharmaceuticals

Assessing Almirall (BME:ALM) Valuation After Dermatology Pipeline Updates And 2025 Guidance Reaffirmation

Almirall (BME:ALM) has drawn fresh investor attention after updating its medical dermatology pipeline at the J.P. Morgan Healthcare Conference and confirming 2025 sales guidance, alongside announcing a planned phase III Lebrikizumab study in nummular eczema. See our latest analysis for Almirall. Those R&D and guidance updates come after a year where Almirall’s share price showed modest short term momentum, including a 2.39% 1 day share price return. Longer term total shareholder returns of...
BME:SLR
BME:SLRRenewable Energy

Solaria’s Pivot To Data Centers And Storage Might Change The Case For Investing In (BME:SLR)

Solaria Energía y Medio Ambiente recently outlined its evolution from a pure-play solar generator into a broader energy player, adding data centers and battery storage to its existing solar portfolio and aiming to use its current grid connections and land bank more intensively. This shift signals a move toward an infrastructure-style model where renewable generation, on-site storage and data center demand can be combined on the same assets to potentially enhance operational flexibility and...
BME:LOG
BME:LOGLogistics

How Investors Are Reacting To Logista Integral (BME:LOG) Dividend Hike Amid Pharma Growth And Profit Drop

Logista Integral recently proposed a €2.09 per-share dividend for fiscal 2025 while its Pharma division lifted economic sales by 10% through new agreements and warehouse expansions, even as net profit fell 9% amid higher costs and restructuring. This combination of resilient shareholder payouts and growth in Pharma highlights how Logista Integral is using diversification to offset pressure in its traditional tobacco-related activities. Next, we’ll look at how Logista Integral’s expanding...
BME:MAP
BME:MAPInsurance

Assessing Mapfre (BME:MAP) Valuation After UBS Sell Call And Peer Buy Rating

UBS recently issued a sell rating on Mapfre (BME:MAP), while assigning a buy recommendation to peer insurer Linea Directa. This split view has drawn attention even as Mapfre shares rose during a softer Spanish session. See our latest analysis for Mapfre. At a share price of €3.826, Mapfre has recently faced a 10.94% 1 month share price decline and a 10.10% share price fall year to date. Its 1 year total shareholder return of 54.01% and 5 year total shareholder return of 231.98% indicate much...
BME:REP
BME:REPOil and Gas

Repsol’s Venezuelan Crude Deal Puts Contract Resilience In Spotlight

Repsol (BME:REP) has received its first Venezuelan crude oil cargo under a new international supply arrangement brokered by Trafigura. The shipment marks an adjustment in European crude sourcing following recent political developments affecting Venezuelan exports. Separately, Repsol is awaiting an arbitration ruling related to LNG deliveries from Venture Global under existing supply contracts. The arbitration outcome is expected to influence how Repsol manages contractual risk and LNG...
BME:IBE
BME:IBEElectric Utilities

Is Iberdrola (BME:IBE) Still Attractive After A 44% One-Year Share Price Surge

If you are wondering whether Iberdrola is still attractively priced after a strong run, you are not alone. This article walks through what the current share price might be implying about value. The stock last closed at €18.42, with returns of 0.7% over 7 days, 1.0% over 30 days, a 1.2% decline year to date, 44.0% over 1 year, 88.8% over 3 years and 91.7% over 5 years. Recent coverage around Iberdrola has focused on its position as a large European utility and its ongoing role in power...
BME:SAN
BME:SANBanks

How New 2031 Eurobonds At Banco Santander (BME:SAN) Have Changed Its Investment Story

Earlier in January 2026, Banco Santander, S.A. completed two Eurobond issues totaling A$1.00 billion, including 5.218% fixed‑rate senior notes and floating‑rate senior unsecured notes, both maturing in 2031 at par. These twin fixed‑ and floating‑rate offerings highlight Santander’s diversified funding approach as investors weigh geopolitical tariff risks and the upcoming FY2025 earnings and Investor Day. Against this backdrop of fresh Eurobond issuance, we’ll examine how tariff uncertainty...
BME:BKT
BME:BKTBanks

Is Bankinter’s Q4 2025 Profit Jump Altering The Investment Case For Bankinter (BME:BKT)?

Bankinter, S.A. has reported past fourth-quarter 2025 results, with net income of €278.47 million compared with €221.92 million a year earlier. The sharp year-on-year increase in quarterly net income highlights how Bankinter’s underlying profitability evolved through the end of 2025. Next, we will examine how Bankinter’s stronger fourth-quarter net income shapes the company’s broader investment narrative for investors. Find companies with promising cash flow potential yet trading below their...
BME:BBVA
BME:BBVABanks

BBVA Buyback Highlights Capital Return Focus And Shareholder Trade Offs

Banco Bilbao Vizcaya Argentaria (BME:BBVA) has launched a new share buyback program. The buyback is part of the bank's broader capital management approach, focusing on returning excess capital to shareholders. The program is intended to reduce the number of shares in circulation and adjust BBVA's capital structure. BBVA is a large banking group with a presence across retail, corporate, and investment banking, as well as payment and digital services. For investors, a new buyback program can...
BME:REP
BME:REPOil and Gas

Should Arbitration Win Over LNG Contract Terms Require Action From Repsol (BME:REP) Investors?

An arbitration panel ruled in favor of Venture Global’s Calcasieu Pass unit in its past dispute with Repsol over the timing of LNG commercial operations and awarded fees to the US exporter, while Repsol reviews the decision. This outcome raises questions for Repsol’s long-term LNG contracting framework, as it clarifies how “Reasonable and Prudent Operator” standards are interpreted in arbitration. We’ll now examine how this arbitration outcome, and the clarification around LNG delivery...