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aena barajas3CM

Companies, Ibex, Relevant News Item 8th July 2026

Aena to impose restrictions on air traffic at near-capacity Barajas and over-capacity El Prat

Report by Link Securities The airport operator will limit growth at Spain’s two main airports for the first time for the coming summer season. As reported by *Expansión*, Barcelona has already exceeded its theoretical maximum of 55 million passengers, and Madrid is approaching its optimal capacity of 70 million; whilst the expansions planned for the coming decade are underway, measures will be implemented to allow traffic to be managed during…

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Companies, Ibex 7th July 2026

Mexico’s story continues to unfold: Jefferies adds BBVA to its stock selection, target price €27

Analysed by Jefferies BBVA shares have lagged behind so far this year against a backdrop of widespread risk aversion, butthe fundamentals remain solid for the European bank with thehighest RoTE (24%). Given that risks relating to Turkey are already largely priced in, looking ahead we see upside potential of over 50% relative to consensus earnings forecasts, with more than 50% of this coming from Mexico – the main point of…

SpaceX Fabrica

Companies, In the World 7th July 2026

SpaceX joins Nasdaq 100 after 15 days of trading on Nasdaq

International Macroeconomics Reported by Bankinter Elon Musk’s company joins the Nasdaq 100 this Tuesday – the US stock market index comprising the 100 most significant companies in the technology sector – after 15 trading sessions on the Nasdaq. Specifically, it will be included with a weighting of 0.77%. The requirement imposed by the index is that it must trade at a minimum of between three times its free float and…

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Companies 3rd July 2026

ACS regains full control of Australian mining company Thiess, world’s largest services provider in sector

Reported by Consejeros Editorial Team Cimic, a subsidiary of ACS, has completed the repurchase of the 50 per cent stake in the Australian mining company Thiess from the Elliott fund for A$1.191 billion (almost €720 million), payable on 1 September 2026, and has regained full control of the global mining services company. The company has explained that this acquisition follows Cimic’s sale of Thiess to a joint venture in 2020….

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Companies, Markets 3rd July 2026

OpenAI opens door to Trump’s interventionism with proposal to grant government 5% stake in company

Reported by Consejeros Editorial Team OpenAI has begun preliminary talks to grant the US government a 5% stake in the company free of charge, according to a report in the Financial Times. The proposal would form part of a broader initiative spearheaded by the company’s CEO, Sam Altman, to ensure Washington holds a similar stake in leading US artificial intelligence firms such as Anthropic, Google and Meta, although it is…

Grifols

Companies 3rd July 2026

Grifols adopts dual operating model, separating US plasma division from rest of global structure

Reported by Consejeros Editorial Team Grifols is reorganising its operating model to give its subsidiaries greater autonomy, financial independence and the capacity for self-management. The plan aims to transform these subsidiaries into self-sufficient plasma businesses by improving their control, compliance and financial reporting frameworks. The company will adopt a dual operating model, in which plasma sourced from the US will primarily supply the US market, whilst plasma from the rest…

Telefonica novisima

Companies, Relevant News Item 2nd July 2026

BBVA reduces stake in Telefónica from 5% to 1.9%, no longer significant shareholder

Telefónica’s shareholder structure continues to be led by SEPI, CriteriaCaixa and the Saudi telecoms firm STC. By Bankinter BBVA has reduced its stake in Telefónica to 1.965%, down from the 5.007% it previously held, following its departure from the board in March this year. Telefónica’s shareholder structure continues to be led by SEPI, CriteriaCaixa and the Saudi telecoms firm STC, each holding practically 10% of the capital. Bankinter analysis team’s…

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Companies 1st July 2026

Renta 4 anticipates gradual improvement in Acerinox’s margins by 2027, when impact of new protectionist measures in Europe will be fully felt

Analysis by Renta 4 By 2026, the environment in which Acerinox operates has changed substantially due to external factors such as the new trade defence measures in Europe. The entry into force of the Carbon Border Adjustment Mechanism (CBAM) on 1 January and of the new safeguard measures on 1 July has brought about a radical change for the company. Both measures should curb Asian imports, with a consequent positive…

acciona

Companies 1st July 2026

Acciona considering takeover bid for Polish subsidiary Mostostal to avert risk of bankruptcy

Report by Bankinter The precarious financial situation of Mostostal, Acciona’s Polish subsidiary listed on the Warsaw Stock Exchange, has forced its board of directors to seek solutions to avert the risk of bankruptcy for the construction group. Acciona – which controls 62 per cent of the share capital – having undertaken several capital increases and capitalised debt in recent years, has submitted to the board a proposal for a takeover…

Bankinter Castellana 2

Companies, Markets 30th June 2026

Bankinter raises all its index valuations

Analysis by Mari Pinardo “With fewer risks, better earnings prospects, lower inflation and lower interest rates, it makes sense for the stock markets to rise further” – this is how Bankinter’s analysis team summarises its outlook for the remainder of 2026, presented on Tuesday by its director, Ramón Forcada. At his traditional press briefing, Forcada noted that the markets have become accustomed to living with risks and that the environment…