BME:REP
BME:REPOil and Gas

Why Repsol (BME:REP) Is Up 8.8% After Pioneering Renewable Methanol Deal With Norwegian Cruise Line

Norwegian Cruise Line Holdings Ltd. and Repsol recently announced a landmark 8-year partnership to supply renewable marine fuels, including biofuels and, from 2029, renewable methanol, to cruise vessels at the Port of Barcelona under ISCC EU certification standards. This agreement marks the cruise industry's first offtake for renewable methanol from Repsol's Ecoplanta in Tarragona, positioning both companies at the forefront of maritime decarbonization and the circular economy. We'll explore...
BME:IBE
BME:IBEElectric Utilities

Assessing Iberdrola's (BME:IBE) Valuation Following Recent Share Price Momentum

Iberdrola (BME:IBE) shares have recently settled after some mild price movement this week. Investors are now weighing Iberdrola’s longer-term performance trends and recent returns as they look for potential value in the stock. See our latest analysis for Iberdrola. Iberdrola’s share price has steadily built momentum in recent months, climbing more than 26% year-to-date and delivering a 25.9% total shareholder return over the past year. While some mild fluctuations have occurred, the upward...
BME:LDA
BME:LDAInsurance

Línea Directa (BME:LDA) Margin Surge Challenges Cautious Dividend Narrative in Latest Earnings

Línea Directa Aseguradora (BME:LDA) delivered a sharp turnaround in profitability, with net profit margins jumping to 7.6% from 3.5% a year ago and earnings surging 128.6% year-over-year after years of decline. Revenue and earnings are forecast to grow at 6.3% and 10.9% per year, both outstripping the broader Spanish market's expected pace. Despite the upbeat numbers, a premium P/E ratio and flagged risks around dividend sustainability put the spotlight on whether these improvements are fully...
BME:ITX
BME:ITXSpecialty Retail

Assessing Inditex After 10% Jump and International Growth News in 2025

If you’ve recently checked your portfolio and wondered what to do next with Industria de Diseño Textil, you’re not alone. Whether you’re contemplating holding on, taking profits, or buying in, the stock’s recent movements have caught the attention of both long-time shareholders and new investors alike. After a strong bounce back over the past month, with a gain of nearly 10% in just 30 days, the stock is showing some renewed energy. This short-term upswing follows a slight 3% climb in the...
BME:BKT
BME:BKTBanks

Bankinter (BME:BKT): Revenue Growth Beats Market, Margin Dip Challenges Bullish Narratives

Bankinter (BME:BKT) posted revenue growth forecasts of 6.6% per year, handily outpacing the broader Spanish market’s 4.7% estimate. Earnings are projected to rise at an annual rate of 5%, but that is just shy of the Spanish market’s 5.2% pace. Current net profit margins sit at 37%, a dip from last year’s 38.8%, while the bank’s longer-term earnings growth averaged an impressive 29.6% annually over the past five years. With shares trading at €12.69, the stock sits below the estimated fair...
BME:BBVA
BME:BBVABanks

BBVA (BME:BBVA) Valuation in Focus After Analyst Upgrades and Sector Optimism

Recent analyst moves have brought Banco Bilbao Vizcaya Argentaria (BME:BBVA) into the spotlight. Firms like Morgan Stanley and Bank of America Securities have revisited their views on the Spanish lender following favorable sector commentary from Barclays. See our latest analysis for Banco Bilbao Vizcaya Argentaria. Momentum is clearly with Banco Bilbao Vizcaya Argentaria lately, as the share price has climbed nearly 30% over the past three months. The company has also delivered an outstanding...
BME:VIS
BME:VISFood

Viscofan (BME:VIS) Net Profit Margin Rises to 12.8%, Reinforcing Bullish Community Narrative

Viscofan (BME:VIS) posted net profit margins of 12.8%, up from 12.2% a year ago, showing a clear improvement in profitability. With annual earnings expected to grow 7.09%, outperforming both the Spanish market’s 5.2% growth rate and Viscofan's own 5.1% five-year average, investors are watching the pace of profit acceleration closely as momentum builds into this earnings season. See our full analysis for Viscofan. Next, we’ll see how the newest numbers compare to the dominant narratives around...
BME:DOM
BME:DOMIT

Global Dominion Access (BME:DOM) Margin Decline Reinforces Concerns Despite Strong Growth Forecasts

Global Dominion Access (BME:DOM) delivered 5.3% average annual earnings growth over the past five years, but just posted a drop in net profit margin to 2.3% from last year’s 4%. The company also experienced negative earnings growth over the past year. With current revenue forecast to rise at just 2% per year, which lags the Spanish market’s 4.6%, attention is now on a projected turnaround as earnings are expected to accelerate at a strong 22.8% per year, well beyond the industry average. See...
BME:YVIV
BME:YVIVResidential REITs

Vivenio Residencial SOCIMI (BME:YVIV): One-Off Gain Masks Margin Weakness, Challenging Value Narrative

Vivenio Residencial SOCIMI (BME:YVIV) posted 6.9% earnings growth for the most recent year, a slowdown compared to its 13.9% compound annual rate over the past five years. Reported profits were partly boosted by a one-off gain of €87.7 million for the twelve months ending June 30, 2025, while net profit margins slipped from last year. The stock trades at a Price-To-Earnings Ratio of 12.5x, which is sharply below both the peer average of 31x and the global residential REITs industry average of...