BME:TEF
BME:TEFTelecom

Is Telefónica (BME:TEF) Quietly Recasting Its Capital Strategy Around Targeted Green Debt Issuance?

In January 2026, Telefónica, S.A. withdrew its April 2023 omnibus shelf registration in the U.S., shortly after issuing €900 million of callable 4.381% green bonds through Telefónica Emisiones, S.A.U. as fixed-rate corporate debt. This sequence suggests Telefónica may be prioritizing targeted sustainable financing over maintaining broad, pre-registered capital-raising flexibility across equity, debt and rights instruments. We will now examine how Telefónica’s recent €900 million green bond...
BME:LDA
BME:LDAInsurance

3 European Stocks That May Be Trading Below Their Estimated Value By Up To 48.8%

The European market has shown resilience, with the STOXX Europe 600 Index rising 0.77% amid positive economic data and earnings reports, while Germany's economy emerged from a two-year recession with modest growth. In this environment of mixed signals and cautious optimism, identifying stocks that may be trading below their estimated value can offer potential opportunities for investors looking to capitalize on undervaluation in the market.
BME:TEF
BME:TEFTelecom

Telefónica (BME:TEF) Valuation Check As €2.65b Green Financing And Upgraded Outlook Take Shape

Telefónica (BME:TEF) has just completed a €2.65b green financing package, pairing new callable bonds with undated subordinated securities, while earnings estimates and 2025 growth guidance have recently been marked higher and reaffirmed. See our latest analysis for Telefónica. Even with the new €2.65b green financing and higher earnings estimates, Telefónica’s recent share price performance has been weak. The 90 day share price return is 28.81% and the year to date share price return is a...
BME:IMC
BME:IMCBasic Materials

Inmocemento And 2 Other Undiscovered Gems In Europe With Strong Fundamentals

As European markets show resilience with the pan-European STOXX Europe 600 Index rising by 0.77%, investors are keenly watching for opportunities amid mixed performances in major stock indexes like Germany’s DAX and France’s CAC 40. In this dynamic environment, identifying stocks with strong fundamentals becomes crucial, as these characteristics can help navigate through economic fluctuations and capitalize on potential growth prospects.
BME:VIS
BME:VISFood

3 Top European Dividend Stocks To Consider

The European market has shown resilience, with the STOXX Europe 600 Index gaining ground amid positive economic data and mixed earnings results across major stock indexes. In this dynamic environment, dividend stocks can offer a steady income stream and potential stability, making them an appealing option for investors seeking to navigate the current market conditions.
BME:IBE
BME:IBEElectric Utilities

Assessing Iberdrola’s (BME:IBE) Valuation After EIB Green Loan For New Portuguese Wind Farms

The European Investment Bank has agreed a €175 million green loan with Iberdrola (BME:IBE) to fund two new wind farms in northern Portugal, drawing fresh attention to the group’s renewables-focused equity story. See our latest analysis for Iberdrola. That green loan arrives as Iberdrola’s €18.57 share price sits on a 90 day share price return of 8.85% and a slightly negative year to date share price return. Longer term total shareholder returns of 44.82% over one year and around 90% over...
BME:ELE
BME:ELEElectric Utilities

Assessing Endesa (BME:ELE) Valuation After EBITDA Gains, Cash Flow Strength And New Buyback

Operational gains and buyback move Endesa into focus Endesa (BME:ELE) is back on investors’ radar after 9‑month EBITDA rose 9% and Funds From Operations climbed 29%, alongside a €500 million share buyback and a customer expansion deal with MasOrange. See our latest analysis for Endesa. At a share price of €30.88, Endesa has seen a 6.01% 3 month share price return, while its 1 year total shareholder return of 51.80% suggests stronger momentum over a longer horizon despite a slightly weaker...
BME:PHM
BME:PHMBiotechs

Surging Zepzelca Royalties and Profitability Could Be A Game Changer For Pharma Mar (BME:PHM)

Pharma Mar recently reported a sharp improvement in profitability, with EBITDA reaching €25.1 million, as high‑margin license payments and rapidly growing global royalties from its cancer drug Zepzelca, including in the US and China, boosted results. Beyond the headline earnings turnaround, the breadth of Zepzelca uptake across major markets underscores how royalty‑driven income is becoming a more central earnings pillar for Pharma Mar. We’ll now examine how the stronger high‑margin royalty...
BME:PUIG
BME:PUIGPersonal Products

Is Saks Global Bankruptcy Exposure Reshaping Credit Risk Perceptions For Puig Brands (BME:PUIG)?

Saks Global’s recent Chapter 11 bankruptcy filing revealed that Puig Brands is an unsecured creditor, with about US$12,000,000 in outstanding receivables tied to the luxury retailer’s restructuring of more than €700,000,000 in debt. This exposure highlights Puig’s credit risk to key distribution partners, raising questions about the timing and extent of any recovery despite Saks securing US$1.75 billion in new financing to keep operations running. Against this backdrop, we’ll explore how...
BME:TEF
BME:TEFTelecom

Is Telefónica (BME:TEF) Share Weakness Creating A Potential Valuation Opportunity?

If you are wondering whether Telefónica's current share price reflects its true worth, you are not alone. This article walks through what the numbers are actually saying about the stock. Telefónica's share price recently closed at €3.34, with returns of a 2.4% decline over 7 days, 4.4% decline over 30 days, 4.1% decline year to date, 10.7% decline over 1 year, 12.0% over 3 years and 25.4% over 5 years. These moves may have shifted how some investors view both its potential and its...
BME:BBVA
BME:BBVABanks

A Look At Banco Bilbao Vizcaya Argentaria (BME:BBVA) Valuation After Recent Share Price Momentum

Recent share performance and business profile With no single headline event driving attention today, Banco Bilbao Vizcaya Argentaria (BME:BBVA) is drawing interest for its recent share performance and sizeable banking footprint across Spain, Mexico, Turkey and multiple other regions. The stock’s recent returns, including moves over the past week, month and past 3 months, are prompting some investors to reassess how BBVA’s current share price relates to its earnings profile and wider...
BME:TRE
BME:TREEnergy Services

Assessing Técnicas Reunidas (BME:TRE) Valuation After Coastal Bend LNG FEED Win

Coastal Bend LNG’s decision to select Técnicas Reunidas (BME:TRE) alongside KBR for front end engineering and design of a Texas Gulf Coast LNG project puts fresh attention on the company’s role in large scale liquefaction facilities. See our latest analysis for Técnicas Reunidas. The Coastal Bend LNG announcement comes at a time when momentum in Técnicas Reunidas’ shares has been picking up, with a 1 month share price return of 15.45% and a year to date share price return of 9.48%. Over a 1...
BME:CABK
BME:CABKBanks

A Look At CaixaBank (BME:CABK) Valuation After €30 Million Anti Money Laundering Fines

CaixaBank (BME:CABK) is under scrutiny after Spanish authorities imposed more than €30 million in fines for anti money laundering failures tied to a 2016 real estate deal. The bank is actively appealing the case. See our latest analysis for CaixaBank. Despite the regulatory overhang, CaixaBank’s €10.705 share price sits against a strong recent run, with a 90 day share price return of 23.27% and a very large 5 year total shareholder return of 561.99%. This suggests momentum that investors are...