Companies

Companies 4th February 2026

Solaria’s Q4 figures could reflect 4% year-on-year decline in production and let-up in impact of Genería transaction

Intermoney | Results for December on 26 February; EBITDA up 28% to €258 million (Intermoney estimate); we confirm our estimates. Solaria (Buy, TP €16) will announce its 2025 annual results on Thursday, 26 February, holding a conference call at 6 p.m. The main figures in our estimates are shown in the attached table and should reflect: 1) a year-on-year decline in production of 4%, as the new capacity had a…

Companies 3rd February 2026

SEPI Chairwoman asks Indra’s CEO to halt Escribano purchase, reflecting conflict of interest inherent in transaction

Bankinter | The news comes after Indra’s Board of Directors unanimously agreed to the potential purchase of Escribano Mechanical and Engineering (EM&E) on 11 December. Analysis team’s view: Negative impact, as the request by the State Industrial Holdings Company (SEPI) Chair highlights the conflict of interest inherent in the transaction. We maintain our Neutral recommendation and Target Price of €53.2.

Companies 3rd February 2026

Oryzon obtains grant from Japanese Patent Office for vafidemstat

Link Securities | Oryzon Genomics (ORY) announced on Monday that it has received a Grant Decision from the Japanese Patent Office for its application JP2023-136283, entitled ‘Methods for treating behavioural disorders’, related to vafidemstat, its LSD1 inhibitor in clinical development for the treatment of psychiatric disorders, according to Bolsamania.com. The approved claims cover the use of vafidemstat for the treatment of aggression and social withdrawal, two symptoms associated with various…

Companies 3rd February 2026

eDreams successfully completes share buyback programme after reaching €20-million maximum

Alphavalue/Divacons | The online travel company successfully completed the share buyback programme it began in December after reaching the maximum outlay of €20 million. However, the company was quick to reaffirm its confidence in the value of its shares by simultaneously announcing the launch of a new buyback programme with the same financial limit of another €20 million.

Companies 3rd February 2026

Airtificial signs €6 million contract to design and manufacture automated electric motor assembly line for US supplier

Link Securities | Airtificial Group (AI) has signed a €6 million contract for the design and manufacture of an automated assembly line for electric motor power inverters for a US direct supplier to a US vehicle manufacturer. This strengthens Airtificial’s position as a leading technology partner in the field of electric mobility. The line will be implemented by the Intelligent Robots division of the Spanish industrial technology group. The line…

Companies 3rd February 2026

Telefónica may make €2.3 billion offer for Netomnia, UK’s fourth largest broadband operator

Renta 4 | According to the FT, VMED O2 is preparing a bid alongside private equity fund InfraVía Capital to buy Netomnia, the fourth largest broadband operator in the United Kingdom. The bid is valued at around £2 billion (around €2.3 billion). Netomnia has a fibre network covering three million homes, which would be added to VMED O2’s Nextfibre network, bringing the total to around 21 million homes. This operation…

Companies 2nd February 2026

Banco Santander to close 44 UK branches and provide services from other branches or through “banking hub”

Link Securities | Yesterday morning, the bank announced the closure of 44 branches in the United Kingdom as part of its strategy to adapt its network to demand, which is shifting towards greater use of digital platforms while customer footfall in branches continues to decline. In addition, 291 people will be affected, although some will be offered redeployment in jobs with different profiles. The bank has explained that the closures…

Companies 2nd February 2026

OHLA and Mohari split Centro Canalejas: construction company takes car park, shopping centre and €45 million debt, Israeli fund gets Four Seasons Hotel

Intermoney | The company (Buy, PO €0.7) announced on Friday after the market closed an agreement with Mohari to share the assets and liabilities of the Canalejas Centre. The construction company will retain the car park and shopping centre, along with an associated debt of €45 million, while Mohari, the investment platform of Israeli businessman Mark Scheinberg, will take over the Four Seasons Hotel. The centre as a whole had…

Companies, Relevant News Item 2nd February 2026

US Treasury authorises Repsol and ENI to collect PDVSA’s accumulated debt, estimated at around $6 billion

Alphavalue/Divacons | The new general licence issued by the US Treasury authorises ENI (Reduce, Target Price €18.4/share) and Repsol to collect PDVSA’s accumulated debt, estimated at around $6 billion, through the exchange of Venezuelan heavy crude oil for fuels. After producing gas without receiving direct payments, this measure re-establishes a crucial channel for value recovery, albeit under a stricter US regulatory framework that prohibits the use of Chinese-controlled infrastructure. Given…

Companies 2nd February 2026

Iberia (IAG) plans to increase seating capacity by 7.6% in 2026 on long-haul routes to America

Link Securities | Iberia (IAG) plans to increase seating capacity by 7.6% in 2026 on its long-haul routes to America to take advantage of growing demand and strengthen its leadership in this corridor from Barajas, in contrast to the growth plans of Air Europa and other rivals, according to a report published on Monday by Expansión. In total, there will be 7.68 million seats, compared to 7.13 million in 2025,…

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