The Corner, Author at The Corner

Articles by The Corner

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.

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…

Companies 9th April 2026

Indra and Telefónica explore creation of cybersecurity consortium to bid for major defence contracts in Spain

Norbolsa | Both companies are considering a potential strategic alliance in cybersecurity, cyber defence and artificial intelligence to bid for major defence contracts in Spain, following the example of Tess Defence. This would enable them to bid jointly for future contracts worth over €1 billion. The model would consist of a consortium open to further partners and backed by the government, and would seek to create a sovereign technology platform…

Solar power in Spain to get investments of €70 bn

In Spain 9th April 2026

Renewables arbitration awards threaten Spain at World Cup

The legal battle arising from the withdrawal of renewable energy subsidies is crossing paths with the Spanish national team’s journey to the next FIFA World Cup. Several investors holding favorable arbitration awards have set their sights on the competition—to be held this coming June and July across the United States, Mexico, and Canada—to ramp up pressure on Spain and seek payment of their respective compensations. Creditors have conducted a meticulous…

Companies 9th April 2026

CIE Automotive to propose supplementary dividend of €0.47 gross per share

Link Securities | CIE Automotive (CIE) has informed the National Securities Market Commission (CNMV) that, in relation to the proposed dividend distribution, having paid on 7 January 2026 an interim dividend on the results for the 2025 financial year amounting to €0.47 gross per share entitled to receive dividends, CIE has agreed to propose, as a supplementary dividend, the payment to each of the company’s outstanding ordinary shares (excluding, therefore,…

Companies 9th April 2026

Merlin Properties’ data centres, with valuation potential of over €14 billion, set to drive 24% annual increase in profits between 2025 and 2030

Bankinter | Data centres represent a significant growth opportunity, in terms of earnings, dividends and asset valuation. We estimate an annual EPS growth of 24% between 2025 and 2030, with a dividend yield that could reach 7% from 2030 onwards (against the current 3%). We value the data centres at €10,703 million as of December 2026, significantly below their potential, which exceeds even €14,000 million, as they are still in…

Companies 9th April 2026

Neinor set to more than double key figures and will be in position to pay out over €500 million in dividends

Renta 4 | Yesterday, Neinor Homes (HOME) held its Annual General Meeting, at which it specified and reiterated its guidance to the market for the 2026–2027 financial years, with positive prospects despite global geopolitical uncertainty. In this regard, concerning the threat of rising construction costs stemming from the conflict in the Middle East, the company notes that, for deliveries scheduled for 2026, the necessary construction materials have already been received,…

Companies 9th April 2026

OHLA to participate in renovation of Prague-Kladno railway link, with €350 million investment

Alphavalue/Divacons | Through its subsidiary OHLA ZS, the company will participate in the renovation of the railway line linking Prague and Kladno. The contract, signed in early April, covers the modernisation of a 15-kilometre section between the district of Ruzyne and the city of Kladno. The project involves an investment of €350 million and will be carried out by a consortium led by Subterra, in which OHLA ZS acts as…

« 1 … 4 5 6 7 8 … 1,232 »

Articles by The Corner

About the Author