Link Securities | The Board of Directors of Faes Farma (FAE) has approved the payment of a cash dividend on account of the 2025 results of €0.041 gross per share. The cash dividend will be paid in January 2026 and will amount to approximately €12.8 million. The relevant dates for this operation are as follows: Last trading date for shares with dividend rights: 7 January. Date from which shares will…
Link Securities | FCC (FCC) is in the final race as leader of a consortium to win the contract to design and build the first phase of the Austin light rail system in Texas (United States), according to a report on Monday in the newspaper elEconomista. The value of this tender is estimated at around $3.2 billion (approximately €2.8 billion at the current exchange rate). The cost of the project…
Link Securities | The company has reached an agreement with Technique Solaire, a French renewable energy platform, regarding the sale of a portfolio of 118 megawatts (MW) of onshore wind energy in France for around €100 million, according to several market sources consulted by Expansión. Technique Solaire has won a competitive process launched by Iberdrola to divest 11 onshore wind farms already operating in the country, among which Pays de…
Alphavalue / Divacons | The Spanish alternative energy company injected €40 million into its electric motorcycle subsidiary Silence through a capital increase. This financial contribution seeks to sustain the Catalan company’s growth and strengthen its financial structure, raising Silence’s subscribed capital to a total of €102 million. The motorcycle company had a turnover of €18 million in 2024 and lost almost €37 million.
Link Securities | The energy company has succeeded in getting the National Court to uphold part of its arguments, which has allowed it to avoid paying a large part of a claim of more than €100 million from the Treasury, according to legal sources close to the case, as reported today by the newspaper Cinco Días. Specifically, Repsol opposed a ruling by the Central Economic Administrative Court (TEAC), which dismissed…
Renta 4 | El Economista newspaper publishes an interview with DIA’s Chief Financial Officer, Guillaume Gras, in which he reviews the current situation and business outlook. Among the main messages, we highlight: EBITDA margin target of between 7.5% and 8% in 2029, based on three fundamental pillars: increasing sales density, expanding the franchise model, increasing its weight in the store network from around 65% currently to 75% by the end…
Renta 4 | CAF has been awarded a contract for the comprehensive maintenance of 107 electric trains for the São Paulo rail network. The contract is worth around €500 million and has a duration of 24 years, starting from the beginning of commercial operation, scheduled for July 2026. Assessment: Positive news from a strategic point of view as it strengthens the company’s leading position in rolling stock maintenance in Brazil….
Alphavalue/DIVACONS | On Thursday, the financial institution presented its ambitious financial targets for the period 2025-2028. The institution aims to achieve a cumulative attributable net profit of €48 billion, an average ROTE of 22% and a compound annual growth rate of tangible value per share plus dividends of around 15%. During her participation in JP Morgan’s annual investor conference, Luisa Gómez Bravo, BBVA’s chief financial officer, explained that profitability and…
Renta 4 | Telefónica (TEF) acquires exclusive rights to the Champions League and Europa League for four seasons. Telefónica has been awarded exclusive broadcasting rights for the Champions League, Europa League, Youth League and Conference League for the 2027/28, 2028/29, 2029/30 and 2030/31 seasons. This award is subject to the formalisation of a contract with UEFA, which is expected to be finalised shortly. The price amounts to €1.464 billion or…
CdM | Airbus (AIR) has launched the second phase of its share buyback programme announced on 8 September this year, aimed at supporting future employee share ownership plans and share-based compensation plans, the company reported on Thursday to the Spanish National Securities Market Commission (CNMV). The programme is being executed in several phases, on the open market, during a period ending on 16 January 2026, for a maximum of 4,140,000…