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Companies, Ibex 31st July 2026

Cellnex’s Board appoints Laura Abasolo as shareholder director representing GIC

Reported by Consejeros Editorial Team The Board of Directors of Cellnex has appointed Laura Abasolo as a new non-executive director representing the significant shareholder GIC. Laura Abasolo, who has also been appointed as a member of the Capital Allocation Committee, has an extensive professional career in the financial and telecommunications sectors, and replaces Alexandra Reich, who has held the position of director for the past five years. Óscar Fanjul, Chairman…

banco santander new

Companies, Ibex 31st July 2026

Santander launches offer to acquire remaining 10% as yet not owned of subsidiary in Brazil

The bank offers a 15% premium over the reference price, with a total consideration of up to 1.908 billion euros. It implies applying a 26e PER of 8.2x and a 26e P/BV of 1.1x. Reported by Renta 4Banco Santander has announced its intention to launch an offer to acquire all ordinary shares, preferred shares, units, and American Depositary Shares (ADS) of Santander Brasil that it does not yet own, representing…

Acciona Energía nueva

Companies, Ibex 31st July 2026

Several international funds submit purchase offers for Acciona Energía

Among the interested firms are Brookfield, KKR, EQT, and GIP (owned by Blackrock), all of which have powerful funds specialised in energy. For now, the managers and the company remain silent. Reported by Link SecuritiesThe period for submitting expressions of interest to buy a part or 100% of Acciona Energía, Acciona’s renewable subsidiary, ended last Monday, and among those who have submitted non-binding offers are the managers Brookfield, KKR, EQT,…

BBVA Holvi

Companies, Relevant News Item 30th July 2026

BBVA H1 net profit rises 11% to €6.05 bln

BBVA achieved an attributed net profit of €6,051 million on a cumulative basis at the close of the first half of 2026, representing an 11.1% increase compared to the same period of the previous year, supported by the strong performance of recurring banking revenues, as explained by the company to the National Securities Market Commission (CNMV). Additionally, the company has launched a new share buyback program for an amount of…

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Companies, Markets 29th July 2026

Cobas AM takes profits and reallocates quarter of portfolios towards family holding companies

The asset manager has assets under management of nearly €4.674 million, driven by the progress of its international strategies and profit-taking in the energy sector. Reported by the Consejeros Editorial Team Cobas AM has closed the first half of 2026 by consolidating the positive trend of its funds. The firm has reached assets under management of €4,674 million, underpinned by the solid performance of its main strategies. The International Portfolio…

banco sabadell

Companies, Ibex 29th July 2026

Banco Sabadell reorganises management structure, placing greater emphasis on AI and transformation

Reported by the Consejeros Editorial Team The Catalan financial institution has announced a new organisational structure aimed at accelerating its transformation, simplifying management and strengthening the execution of its business plan. To implement this organisational change, Banco Sabadell has created two new specialised divisions: the Corporate Transformation and Artificial Intelligence division and the Business Transformation division. The former has been established to provide a further boost to the roll-out of…

Caixabank

Companies, Relevant News Item 29th July 2026

CaixaBank posts profit of €3.2 billion in first half of 2026, up 8.5%

The CaixaBank Group posted a net profit of €3.2 billion in the first half of 2026, up 8.5% on the same period a year earlier (€2.95 billion), driven by strong commercial momentum. The Group already serves 20.9 million customers in Spain and Portugal through a single omnichannel distribution platform and a network of more than 4,500 branches, and its total assets now exceed €693 billion.  In Spain, the bank has…

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Companies 29th July 2026

The underperformance caused by poor governance

Alphavalue has been tracking changes in governance aspects over the past 20 years. An analysis of the group with the worst governance metrics in 2019 – a time when ESG was all the rage – reveals limited progress in this area and underperformance in share price. Divacons Report We have carried out a retrospective assessment of governance scores. Although ESG (Environmental, Social and Governance) criteria no longer attract the interest…

Acciona Energía nueva

Companies, Ibex, Relevant News Item 28th July 2026

Acciona sells 361 MW of wind power capacity in Spain to GALP for €432 million

Since 2024, the group has reached agreements to sell more than 3 GW of renewable capacity in Spain, Peru, Costa Rica, South Africa, the United States and Mexico, for a total of €3.7 billion and with an average implied multiple of €1.2 million per MW. Reported by Bankinter The group has announced the sale of 15 wind farms with a capacity of 361 MW in Navarre, Zaragoza, Ciudad Real, Palencia,…

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Companies, Markets 27th July 2026

CXMT rises 472% to become most valuable company on a mainland Chinese stock exchange

The technology group has become China’s most valuable listed company following the largest IPO on the mainland since 2010. By the Consejeros Editorial Team Shares in CXMT, China’s largest manufacturer of memory processors, soared on Monday following its debut on the Shanghai Stock Exchange, in what was the largest initial public offering on the mainland Chinese stock market in recent years. CXMT shares rose by 472 per cent and, in…