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The Corner
The Corner has a team of on-the-ground reporters in capital cities ranging from New York to Beijing. Their stories are edited by the teams at the Spanish magazine Consejeros (for members of companies’ boards of directors) and at the stock market news site Consenso Del Mercado (market consensus). They have worked in economics and communication for over 25 years.
Solaris CAF

Companies 29th August 2025

CAF subsidiary Solaris wins contract for 180 electric buses worth €150 million for city of Malmö

Link Securities | As announced yesterday by the company, Nobina Sverige AB, one of Scandinavia’s largest public transport operators, has confirmed a new contract with its subsidiary Solaris for the delivery of 180 zero-emission Urbino electric buses that will operate in the Swedish city of Malmö. The contract is worth around €150 million. CAF notes in its statement that this is one of the largest orders for electric buses in…

Spanish consumer spending TC

In Spain 29th August 2025

Spain leads decline in economic confidence within EU

Economic confidence dropped by 0.3 points in August in the European Union and 0.5 points in the Eurozone due to a feeling of uncertainty that has spread to consumers and businesses, according to a report published yesterday by the European Commission. “Among the main EU economies, the Economic Sentiment Indicator fell considerably in Spain (down 2.6), with more moderate deteriorations in Germany (1) and Italy (1). In contrast, it increased…

Santander EEUU

Companies, Ibex 28th August 2025

Santander’s ROTE could approach 20% if lack of profitability in US retail business addressed

Morgan Stanley | Our analyst Álvaro Serrano reiterates Santander as his Top Pick, raising his target price from €8.30 to €9.50, while analysing what could lead to a ROTE of 20%. With capital stabilised and excess capital redistributed, Serrano believes that Santander’s global platform and the normalisation of profits in Brazil will drive the next phase of growth. He revises his profit estimates upwards by 7-8% for 2026/27, remaining 9%…

iberdrolacocheelectrico

Companies, Ibex 28th August 2025

Iberdrola to install electric vehicle charging points at Alimerka supermarkets in Asturias, Castile and León, and Galicia

Link Securities | Alimerka and the electricity company have reached an agreement to install charging points of different power ratings for electric vehicles in the three autonomous communities where the Asturian distribution group currently has supermarkets (Asturias, Castile and León, and Galicia), according to the newspaper Expansión. According to the joint statement issued by both companies, the agreement provides for the installation of 238 ultra-fast chargers, located in the car…

acciona

Companies 28th August 2025

Acciona considers expanding in Australia with purchase of Fletcher’s New Zealand construction subsidiary for between €175 and €250 million

Banco Sabadell | The company is reportedly analysing the acquisition of the New Zealand construction subsidiary of the listed group Fletcher Building, which has launched the sale process after beginning to consider this divestment last June and having already responded to various approaches, according to Cinco Días. There is talk in the market of interest from France’s Vinci and Malaysia’s Gamuda, among others. The asset’s assessment is between €175 million…

Amper nueva

Companies 28th August 2025

Amper, Zelenza, GeoAI, create “U5-Space” platform for drone traffic management

CdM | Amper, Zelenza and GeoAI have completed the creation of “U5-Space”, a platform based on 5G connectivity and artificial intelligence (AI) that enables drone traffic management and its integration into “U-Space” airspace. The development of this joint project was announced in February 2024 and combines the power of 5G connectivity with AI to control drone traffic in real time, prevent collisions and automatically coordinate a “large volume of flights”…

airbus cartel 1

In Europe 28th August 2025

Airbus preparing Tablada plant in Sevilla for part of assembly and production of Eurodrone fuselage

Link Securities | The company has begun adapting Building D at its facilities in Tablada (Seville) to support the Eurodrone programme, according to a report today in the newspaper elEconomista.es. Airbus had selected its plants in Sevilla and Cádiz for this project, in which Germany, France, Italy and Spain are participating alongside the company itself, Dassault Aviation and Leonardo (LDO-IT), and which plans to build 20 systems with three drones…

japon EEUU

In the World 28th August 2025

US and Japan prepare $550 billion investment agreement linked to tariff cuts, particularly on cars

Norbolsa | The US and Japan are preparing a $550 billion investment agreement linked to tariff cuts, particularly on cars. The plan targets strategic sectors such as chips and rare earths, although differences remain: Washington demands a written agreement and Tokyo prefers a flexible compromise. Trump presents it as a victory for the US, while Japan insists on mutual benefits. Despite the lack of clarity, Prime Minister Ishiba has gained…

industrialización 1

Relevant News Item 28th August 2025

Industrial prices in Spain fall 0.7 percentage points year-on-year in July to 0.3%, compared to 1% in June

Singular Bank | According to data from the INE (National Statistics Institute), in July the year-on-year rate of variation in industrial prices in Spain slowed by 0.7 p.p. to 0.3% (versus 1.0% in June). By item, energy prices slowed their growth to 1.5% year-on-year (versus 4.0% in June), while consumer goods prices fell by 1.3% (versus a drop of 1.7% in the previous month). Meanwhile, in monthly terms, industrial prices…

Mortgage floor clauses

In Spain 28th August 2025

Mortgage Signings Skyrocket by 25% in First Half of Year

In the first half of 2025, a total of 243,257 mortgage loans were signed in Spain to buy homes, a 25% increase over the same period last year and the highest figure since 2011. According to data published yesterday, Wednesday, by the National Institute of Statistics (INE), in June alone, loans exceeded 41,800 signings, a 31.7% annual increase. The average mortgage amount also grew by 15.5%, reaching 168,363 euros, with…