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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.
solaria operario

Companies 4th February 2026

Solaria’s Q4 figures could reflect 4% year-on-year decline in production and let-up in impact of Genería transaction

Intermoney | Results for December on 26 February; EBITDA up 28% to €258 million (Intermoney estimate); we confirm our estimates. Solaria (Buy, TP €16) will announce its 2025 annual results on Thursday, 26 February, holding a conference call at 6 p.m. The main figures in our estimates are shown in the attached table and should reflect: 1) a year-on-year decline in production of 4%, as the new capacity had a…

bytedance

In Spain 4th February 2026

Spain to also ban social media use for under-16s

The movement began in Australia—where the law came into effect on December 10—and has been quickly supported by several European countries. In France, the ban will begin in September for minors under 15, the same age limit announced by Norway and Denmark. Now Spain joins the list. During the “World Governments Summit” currently being held in Dubai, President Pedro Sánchez announced that Spain will prohibit social media access for minors…

Santander Junta 2025

In Spain, Relevant News Item 3rd February 2026

Santander acquires Webster, becoming 10th Largest U.S. Bank after posting €14.1 billion profit in 2025

“If you are not in the U.S., you cannot aspire to be a global bank,” stated Ana Botín, Executive Chair of Banco Santander, explaining the acquisition of Webster for $12.2 billion—an all-stock transaction. She described the move as a “growth operation” that will “allow us to increase earnings by 7% and positions us to be one of the most competitive banks in the U.S., with the expectation of reaching an…

Indra novedad

Companies 3rd February 2026

SEPI Chairwoman asks Indra’s CEO to halt Escribano purchase, reflecting conflict of interest inherent in transaction

Bankinter | The news comes after Indra’s Board of Directors unanimously agreed to the potential purchase of Escribano Mechanical and Engineering (EM&E) on 11 December. Analysis team’s view: Negative impact, as the request by the State Industrial Holdings Company (SEPI) Chair highlights the conflict of interest inherent in the transaction. We maintain our Neutral recommendation and Target Price of €53.2.

oryzon

Companies 3rd February 2026

Oryzon obtains grant from Japanese Patent Office for vafidemstat

Link Securities | Oryzon Genomics (ORY) announced on Monday that it has received a Grant Decision from the Japanese Patent Office for its application JP2023-136283, entitled ‘Methods for treating behavioural disorders’, related to vafidemstat, its LSD1 inhibitor in clinical development for the treatment of psychiatric disorders, according to Bolsamania.com. The approved claims cover the use of vafidemstat for the treatment of aggression and social withdrawal, two symptoms associated with various…

FedTC

In the World 3rd February 2026

Trump confirms Kevin Warsh as Jerome Powell’s successor at helm of Fed

Renta 4 | We have finally received confirmation from Trump that Kevin Warsh will replace Powell at the helm of the Fed starting next May, something that the market had already been anticipating since Thursday afternoon. For his confirmation, approval by the Senate Banking Committee and then by the Senate itself is required. We recall that Republican Tillis, of the Banking Committee, said he would not approve any candidate until…

edreams

Companies 3rd February 2026

eDreams successfully completes share buyback programme after reaching €20-million maximum

Alphavalue/Divacons | The online travel company successfully completed the share buyback programme it began in December after reaching the maximum outlay of €20 million. However, the company was quick to reaffirm its confidence in the value of its shares by simultaneously announcing the launch of a new buyback programme with the same financial limit of another €20 million.

Airtificial

Companies 3rd February 2026

Airtificial signs €6 million contract to design and manufacture automated electric motor assembly line for US supplier

Link Securities | Airtificial Group (AI) has signed a €6 million contract for the design and manufacture of an automated assembly line for electric motor power inverters for a US direct supplier to a US vehicle manufacturer. This strengthens Airtificial’s position as a leading technology partner in the field of electric mobility. The line will be implemented by the Intelligent Robots division of the Spanish industrial technology group. The line…

Telefonica Plan Estrategico

Companies 3rd February 2026

Telefónica may make €2.3 billion offer for Netomnia, UK’s fourth largest broadband operator

Renta 4 | According to the FT, VMED O2 is preparing a bid alongside private equity fund InfraVía Capital to buy Netomnia, the fourth largest broadband operator in the United Kingdom. The bid is valued at around £2 billion (around €2.3 billion). Netomnia has a fibre network covering three million homes, which would be added to VMED O2’s Nextfibre network, bringing the total to around 21 million homes. This operation…

paro empleo

In Spain 3rd February 2026

Labour market sheds 270,800 jobs in January, worst figure since 2012, while unemployment rises by 30,400

As it does every year, January brought significant job destruction and an increase in unemployment. It was a difficult month for the labour market; following the end of the Christmas season and lacking other sectors to drive hiring, the drop of 270,800 social security affiliates in 2026 is notably high—the largest since 2012. On the other hand, registered unemployment increased by 30,400 people, which is actually a lower figure than…