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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.

Companies 13th April 2026

Demand remains strong despite uncertainty, Airbus’s net orders for 2026 stand at 398 aircraft

Banc Sabadell | Airbus (AIR) reported that it delivered 60 aircraft during March (compared to 35 in February 2026 and 71 in March 2025), bringing the total deliveries for 2026 to 114 (compared to 136 in 2025, down 16%). Furthermore, a total of 331 new orders and 10 cancellations were recorded during the month. Consequently, net orders in 2026 stand at 398 aircraft (against 204 in 2025; up 95%). Assessment:…

Companies 13th April 2026

Supreme Court agrees to hear Ferrovial’s appeal regarding insufficient compensation awarded for unfinished M-203 motorway

Link Securities | The company will continue its battle with the Madrid Regional Government over the M-203, a motorway between Vallecas and Alcalá de Henares that Ferrovial was awarded in 2005 but was never able to complete. The Supreme Court (TS) has accepted for consideration the appeal lodged by the infrastructure group against the ruling issued by the High Court of Justice of Madrid (TSJM) in February 2025. In that…

Companies, Relevant News Item 13th April 2026

Escribano family seeking to smooth way for Indra’s merger by finding potential buyers for their 14.3% stake

Link Securities | The Escribano brothers are taking steps to bridge the gap with the Government. The family has commissioned JP Morgan to seek potential buyers for its 14.3% stake in Indra, according to sources familiar with the matter speaking to Vozpopuli.com. Among the options on the table are both a potential partial and total sale of this stake, against a backdrop marked by the government’s demands to revive the…

Spanish economy 13th April 2026

Pedro Sánchez visits Xi Jinping once again

For the fourth time, the Spanish Prime Minister is travelling to Beijing amidst the ongoing clash with the U.S. over the war in Iran. The goal of the trip is to open the Chinese market to new sectors, attract investment to Spain, and mitigate a €40-billion trade deficit. The work agenda, which begins today and runs through Wednesday, includes meetings with the Chinese government, business leaders, and investors. “China is…

In Spain 10th April 2026

Spanish households’ net wealth rises by 11% in 2025 and debt-to-GDP ratio falls to its lowest level since 1999

CdM | Household net financial wealth stood at €2.645 trillion (156.8% of GDP) at the end of 2025, representing an 11% year-on-year increase, according to the ‘Financial Accounts of the Spanish Economy’ published by the Bank of Spain. Meanwhile, household debt rose to €723 billion, up from €696 billion in 2024. However, in relative terms to GDP, it fell to 42.8%, the lowest level since the end of 1999. As…

In the World 10th April 2026

US economy growing at slower-than-expected rate, PCE moderates by 0.1 percentage points, as expected

Bankinter | The US economy is growing at a slower-than-expected rate and the PCE has moderated by 0.1 percentage points, as expected. US GDP for Q4 2025 was revised downwards to 0.5% quarter-on-quarter annualised, below the expected 0.7% and the initial estimate, with private consumption slowing to 1.9% versus the expected 2% and investment falling to 2.3% versus the expected 3.3%. In year-on-year terms, growth remains at 2.0% year-on-year, in…

Companies, Relevant News Item 10th April 2026

Ferrovial set to continue growing in US, plans €1 billion dividend payout and converts its SE into an NV

Link Securities | Ferrovial (FER) announced at its Annual General Meeting held on Thursday in Amsterdam that it will continue to grow in the United States, thanks to a record-breaking portfolio, expects to pay out €1 billion in dividends annually (€626 million in 2025) and will focus on the rotation of mature assets to finance future growth opportunities, according to a report in the newspaper Expansión on Friday. Ferrovial also…

Companies 10th April 2026

Initiation of coverage on Amadeus: Overweight, long-term appeal outweighs short-term uncertainties

Morgan Stanley | George Webb (analyst) initiates coverage of Amadeus with an Overweight (OW) rating, as he believes long-term appeal outweighs short-term uncertainties. In his scenario, the conflict in the Middle East (and the associated dynamics of energy prices) will weigh on Amadeus’s growth until the end of the year, implying a moderate cut to FY26 guidance as the base case. He acknowledges the long-term structural debates surrounding disintermediation via…

Companies 10th April 2026

Colonial sells assets in Madrid and Málaga for €44 million

Bankinter | Inmobiliaria Colonial (COL) is selling assets in Madrid and Málaga for €44 million. We reiterate our Buy recommendation. The company has agreed to sell the Tucumán office building, in the Campo de las Naciones area of Madrid, for €24 million and a residential complex in Málaga for €20 million. Bankinter research team’s view: Good news. The company continues to make progress with its asset rotation plan and has…

Companies 9th April 2026

ACS wins contract through Australian subsidiary to develop large data centre in Malaysia

Link Securities | Cimic, the Australian subsidiary of ACS, has been awarded a contract to develop a large-scale data centre project in Malaysia, further consolidating its presence in the Asian region. Its subsidiary Leighton Asia will be responsible for the comprehensive execution of the campus works, drawing on its regional expertise and strong partnerships with suppliers. Preliminary works and preparatory activities have enabled a smooth transition to the execution of…

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