Companies

Telefonica central

Telefónica to be first company to offer 5G and IoT capabilities to industrial sector through collaboration with Siemens Xcelerator initiative

Link Securities | The company becomes Siemens’ (SIE-DE) first partner to provide 5G and IoT technology to industry through its Siemens Xcelerator initiative, a technology solutions platform that offers the world’s most advanced ecosystem of products, solutions and services for the industrial sector, with a special focus on infrastructure and logistics transport, according to the digital portal Bolsamania.com. Siemens Xcelerator is a technology platform that facilitates collaboration and drives open…


ArcelorMittal renove

ArcelorMittal Q4 25 results preview: profit of $473 million, with focus on regulatory changes on imports in Europe

Renta 4 | The company will publish its Q4 2025 results on Thursday, 5 February, before the market opens, and will hold a conference at 3:30 p.m. P.O. We expect shipments to increase by 1% compared to Q3 2025 (North America down 1% , Brazil up 2% and Europe down 4%) and prices to fall by 6% compared to Q3 2025 (North America down 13%, Brazil down 2% and Europe…


Neinor nuevo

Acceptance period for Neinor’s Aedas takeover bid begins, at €24 per share

Banc Sabadell | The National Securities Market Commission (CNMV) board has approved Neinor Homes’ (HOME) mandatory takeover bid for Aedas Homes (AEDAS) (‘the second takeover bid’). It considers the price to be fair. We note that Neinor is offering €24.00 per share in cash in an offer for the 20.80% of Aedas shares it does not already own. The acceptance period will run from 30 January to 27 February, inclusive….


cellnex renueva

Cellnex: share price performance to depend on sector consolidation

Deutsche Bank | Our sector outlook recognises that the share price performance of Cellnex (and Italy’s INWIT) will depend on thematic consolidation in telecommunications in general. Although we remain confident in the short-term strength of MSAs, the market continues to seek reassurance despite examples in Spain and the UK of strengthened contracts. The slowdown in the company’s revenue growth has been a setback, but this is due to a high…


Global Dominion

Mahindra sells 4.16% stake in Dominion to company’s main shareholders and executives

Renta 4 | Mahindra, a shareholder in the company prior to its IPO, given that it was a long-standing shareholder in CIE Automotive, has sold its stake in the company (6.3 million shares representing 4.16% of the capital). The divestment, which was carried out in a block trade at a price of €3.4 per share, was expected and comes shortly after the Indian company reduced its stake in CIE Automotive…


Acciona Energía bonica

Acciona closes first sustainable financing deal with China’s export credit agency for €206 million

Alphavalue/Divacons | The Spanish alternative energy company has closed a €206 million deal, marking the first sustainable financing based on purchases from suppliers (shopping line) covered by Sinosure (China Export & Credit Insurance Corporation), China’s export credit agency. According to a statement issued by the company, the transaction was underwritten by BBVA (Buy, Target Price €6.24/share), which led the process as lead arranger and coordinator for Sinosure through its Hong…


Amadeus

Amadeus reaches maximum number of shares provided for in Employee, Executive and Executive Director Share Buyback Programme

Link Securities | With regard to the share buyback programme for the purpose of complying with the share allocation programmes for employees, executives and the Executive Director of Amadeus (AMS) (excluding Amadeus sas and its wholly-owned subsidiary Amadeus Software Labs India Private Limited) for the financial years 2026, 2027 and 2028, Amadeus announced that, with the repurchase transactions carried out, it has reached the maximum number of shares provided for…


DIA

DIA confirms success of proximity strategy and reports 10% increase in sales in Spain in Q4 2025, sales in Argentina fall 26% due to currency effects

Renta 4 | The supermarket chain has published its preliminary sales figures for Q4 2025, in line with our estimates and those of the consensus, reporting a 6% year-on-year drop in net sales, showing strength in Spain, with a reported 10% year-on-year increase, while in Argentina it reached 26% year-on-year due to the strong impact of the currency. The results in Spain continue the positive trend seen throughout the rest…


Santander logo

Fitch Ratings confirms Banco Santander’s long-term issuer rating at “A” with “stable” outlook

Link Securities | Credit rating agency Fitch Ratings has confirmed Banco Santander’s (SAN) long-term issuer rating at “A” with a “stable” outlook thanks to its ‘stable, balanced and geographically diversified universal banking operations, with strong franchises in several key markets and a leading consumer finance business in Europe,’ according to the Bolsamanía website. The agency also highlighted that its business profile and ‘effective’ risk management support ‘solid profitability’, offsetting lower…


CAF, manufacturer for railway systems

Helsinki metro operators award €60 million contract to CAF to modernise signalling

Link Securities | Metropolitan Area Transport Ltd, Helsinki City Transport and Länsimetro Ltd, the entities that own, manage and operate the Helsinki metro, have confirmed the award to CAF (CAF) of the contract for the modernisation of signalling throughout the infrastructure with the CBTC (Communications-Based Train Control) system developed by CAF, called OPTIO. As a result, the agreement also includes the supply of the control centre and the modernisation of…