Companies

Companies 19th March 2026

Airbus not aiming to become player in MRO sector, but to secure larger share of aftermarket revenue it helps to generate

Deutsche Bank | There has been no significant progress in negotiations with Pratt & Whitney since the publication of Airbus’s (AIR) results. In October/November 2025, Pratt & Whitney began to backtrack on its previous commitment to deliver a certain number of engines to Airbus in 2026. Presumably, this was due to a higher-than-expected level of AOGs (aircraft on the ground). Airbus’s delivery forecast for the 2026 financial year, of around…

Companies 19th March 2026

Almirall has room to run in terms of meeting targets: Overweight, target price up to €14.50/share

Banc Sabadell | The outlook for Almirall (ALM) is positive at an operational level due to the favourable performance of Ebglyss (monoclonal antibody for atopic dermatitis), where we maintain our peak sales estimate of ~€450 million in 2029e, excluding potential additional indications under investigation (chronic rhinosinusitis, allergic rhinitis and the quarterly dosage for atopic dermatitis). Ilumetri also looks promising, where we continue to expect growth, albeit at a slower pace…

Companies, Relevant News Item 19th March 2026

Ferrovial sets price for €500 million bond issue maturing on 18 September 2032

Link Securities | The Spanish construction company informed the National Securities Market Commission (CNMV) that, via a market announcement on 11 March 2026, it had announced the pricing of a €500 million bond issue maturing on 18 September 2032. Further to the previous information, Ferrovial announces that, as of yesterday, the Bonds have been subscribed and paid for by investors. The Bonds have been admitted to trading on the regulated…

Companies 18th March 2026

Blackrock strengthens position in Cellnex after increasing stake to 5.002%, highest level since July last year

Alphavalue/Divacons | Blackrock has strengthened its position in Cellnex (CLNX) after increasing its stake to 5.002%, its highest level since July last year. According to information submitted to the National Securities Market Commission (CNMV), the world’s largest asset manager now controls 4.771% of the voting rights indirectly and an additional 0.231% through financial instruments. Cellnex: Buy, Target Price €21.8 per share.

Companies 18th March 2026

Government reported to have asked SEPI to propose immediate dismissal of Indra chairman Ángel Escribano

Banc Sabadell | The government has reportedly asked the State Company for Industrial Investments (SEPI), which controls 28% of Indra (IDR) and has three directors, to propose, with immediate effect (there is even talk of this very Friday and before the company’s next board meeting on 25 March), the removal of Ángel Escribano as chairman of Indra, according to El Confidencial. Escribano holds a 14.3% stake in Indra and has…

Companies 18th March 2026

Meliã plans to launch hotel investment vehicle with assets valued at between €400 million and €1 billion given difficulty in finding new locations for growth

Bankinter | The hotel chain plans to launch a hotel investment vehicle with financial partners who will contribute capital or assets. To this end, it has engaged EY and made initial approaches to potential interested parties. Analysis team’s view: Good news for Meliã, as this strategy will allow it to continue growing in Spain without weakening its balance sheet. Faced with the increasing difficulty of finding new locations to contãinue…

Companies 18th March 2026

Atlas Air Worldwide becomes largest customer for Airbus A350F freighter with order for up to 40 aircraft of this type

Alphavalue / Divacons | Atlas Air Worldwide Holdings, recognised as the world’s largest operator of Boeing 747 aircraft, announced yesterday its first order for cargo aircraft from Airbus. The airline signed a commitment for up to 40 next-generation freighters, as confirmed by its CEO, Michael Steen. The firm order covers the purchase of 20 Airbus A350F aircraft, with options to buy a further 20 at a later date. Atlas Air…

Companies, Relevant News Item 18th March 2026

Inditex flagship brand Zara announces two-year creative collaboration with designer John Galliano

Link Securities | Zara, the flagship brand of Inditex (ITX), announced on Tuesday a two-year creative collaboration with designer John Galliano, who will reinterpret the brand’s archive across various collections, according to a report in Expansión on Tuesday. With this partnership, Zara continues to advance its strategy of positioning itself as an affordable luxury brand. The chain has other high-profile partnerships, such as with Jo Malone for perfumes, and others…

Companies 18th March 2026

CNMC says Enagás complies with almost all 2022 requirements to strengthen its functional separation as System Operator and transmission operator

Alphavalue/Divacons | The National Commission on Markets and Competition (CNMC) has confirmed that Enagás (ENG) met almost all the 2022 requirements and recommendations to strengthen its functional separation, with the exception of two outstanding issues. Under the chairmanship of Cani Fernández, the CNMC is ensuring that the Enagás Group maintains strict functional separation between its roles as system operator (Enagás GTS) and as a transmission operator (Enagás Transporte). This separation…

Companies 17th March 2026

BBVA rises from fourteenth place in UK project finance market in 2024 to seventh by volume of finance arranged in 2025

Alphavalue / Divacons | The financial institution has climbed the rankings in the UK project finance market, securing seventh place by volume mobilised (£1.36 billion) and eighth by number of transactions. According to Refinitiv data, the bank has made a significant leap forward compared to 2024, when it ranked fourteenth. During 2025, the bank managed to participate in a quarter of the financing deals in this segment in the UK…

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