Companies

Companies 13th January 2026

Stability for ArcelorMittal in Q4 despite difficulties and rising figures for 2026/27

Deutsche Bank | The steel giant will report its fourth-quarter results, and we expect stable figures in sequential terms, as more moderate results in North America and Brazil are likely to be offset by stronger contributions from Europe, Mining and Sustainable Solutions. EU spreads have already developed strongly, supported by stricter CBAM regulation, and we reflect the increase in steel prices and iron ore assumptions, raising our EBITDA estimates for…

Companies 13th January 2026

Airbus meets forecasts thanks to delivery of 102 aircraft in December

Deutsche Bank | Christophe Menard: Airbus (AIR) successfully met its revised delivery forecasts for 2025 thanks to an unprecedented rebound of 102 aircraft in the second half of December, demonstrating its resilience and ability to ramp up production ahead of 2026. This strong performance warrants a longer-term valuation assessment, shifting the focus to 2028. Accordingly, we have raised our target price from £222 to £250, reflecting the shift to the…

Companies 12th January 2026

Santander closes sale of Santander Bank Polska to Erste Group Bank for €7 billion, with capital gains of €1.9 billion

Link Securities | Banco Santander (SAN) and Erste Group Bank announced the closing of the sale of Santander Bank Polska, according to Bolsamanía on Friday. Erste has acquired 49% of the share capital of Santander Bank Polska and a 50% stake in the asset management business in Poland (TFI) that Santander Bank Polska did not control, for a total cash amount of approximately €7 billion. The transaction was announced in…

Companies 12th January 2026

Merger of Moeve and Galp’s downstream businesses brings them closer to Repsol in number of service stations and refining capacity

Norbolsa | Moeve and Galp announced last week that they are in negotiations to merge their downstream businesses. The possible creation of two European energy platforms is being evaluated: An industrial platform focused on refining, chemicals, trading, green molecules and low-carbon fuels, aimed at serving B2B customers (IndustrialCo); Moeve’s current shareholders, Mubadala and Carlyle, will control the industrial platform, while Galp will retain a stake of more than 20%. Another…

Companies 12th January 2026

Mapfre CEO confirms growth targets for turnover, channels and customers for 2026 financial year

Alphavalue/Divacons | Mapfre (MAP) Iberia CEO Elena Sanz confirmed the growth targets for turnover, channels and customers for the 2026 financial year, emphasising the importance of the new territorial structure in gaining proximity to users. During the closing ceremony of the annual meeting, the insurer’s chairman, Antonio Huertas, highlighted the fulfilment of the strategic plan and the historic milestone achieved in 2025, when the company exceeded €13 billion in market…

Companies 12th January 2026

ACS and GIP complete 50/50 joint venture for promotion, construction, development and marketing of 1.7 GW of capacity in Data Centres

Link Securities | ACS (ACS) and Global Infrastructure Partners (GIP), a member of BlackRock, have completed the establishment of a 50/50 joint venture between ACS and the aforementioned fund, aimed at the promotion, construction, development, operation and marketing of an initial capacity of 1.7 GW in Data Centres, once the corresponding regulatory authorisations were obtained in December. GIP is thus joining forces with ACS to launch a global data centre…

Companies, Relevant News Item 12th January 2026

Repsol Ready to Triple Production in Venezuela

Repsol CEO Josu Jon Imaz has stated that the company is prepared to “invest heavily in Venezuela” and triple its crude oil production in the Caribbean nation to approximately 135,000 barrels per day. According to the company, this goal can be achieved within two or three years if the necessary conditions are met. The executive attended a meeting at the White House with U.S. President Donald Trump, alongside other high-ranking…

Companies 9th January 2026

Cellnex completes pricing for two bond issues worth €750 million each, maturing in 2031 and 2036

Link Securities | Cellnex Finance, a wholly owned subsidiary of Cellnex, yesterday successfully completed the pricing of two series of euro-denominated bonds, intended for qualified investors, under its Euro Medium Term Note Programme (EMTN Programme) and guaranteed by Cellnex: I. Series A: for a total nominal amount of €750 million, maturing on 19 January 2031, which will accrue a coupon of 3.000% payable annually and will be issued at a…

Companies 9th January 2026

BNP Exane gives Puig Brands potential upside of 22% to €18 per share

Singular Bank | The IBEX 35 closed yesterday at a new high above 17,650 points. The day was marked by the rise of Puig Brands, which rose 5.7% after BNP Exane gave it a potential upside of 22% to €18 per share. In addition, the research firm has decided to upgrade its recommendation on the stock to “overweight” from the previous “neutral”. Also this week, Jefferies analysts maintained their “buy”…

Companies, Relevant News Item 9th January 2026

Iberdrola increases interim dividend for 2025 results by 9.5% to €0.253 per share

Bankinter | The company has announced a 9.5% increase in its ordinary interim dividend for 2025 to €0.253 per share. Today is the last day to buy shares in the group and be eligible for this dividend under the Iberdrola Flexible Remuneration programme. Iberdrola gives its investors the option to choose how they wish to receive their remuneration. The company’s shareholders can choose between receiving the dividend amount in cash,…

« 1 … 12 13 14 15 16 … 142 »