3 October 2025
Banco Sabadell Chief Executive Officer Cesar Gonzalez-Bueno discusses the lender's rejection of a takeover bid from rival BBVA. The €17 billion ($20 billion) tender offer will end on Oct. 10 and BBVA has been pulling out all the stops to sway investors.
BBVA is seeking to obtain at least 50% of Sabadell, a threshold which Gonzalez-Bueno says is "unattainable." He talks with Bloomberg's Kriti Gupta. 00:00 BBVA bid: "impossible to get to the 50% acceptance in the first offer"
22 September 2025
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At Almirall, we are fully dedicated to medical dermatology. We are proud of our heritage, our deep understanding of skin diseases, patients, and dermatologists, our focus on science and innovation, and the close partnerships we have with the dermatology community around the world. Our passion for medical dermatology enables us to develop and deliver new and impactful treatments for skin diseases to transform our patients’ world by helping them to realize their hopes and dreams for a healthy life.
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Shareholder - Yahoo Finance . Reuters . Estratagias de Inversion
Analysis en Español
27 Septiembre 2025
5 January 2024
At OHLA we conceive quality as a sign of identity inherent to our technical capacity, to the talent of those who make up the company, to our way of carrying out projects that have a positive impact on the lives of people and the environment in which they are located.
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Shareholder - Yahoo Finance . Reuters . Estrategias de Inversion
Analysis en Español
25 Septiembre 2025
*Aviso legal:* Este vídeo tiene un propósito puramente educativo e informativo. No constituye recomendación de compra o venta ni asesoramiento financiero de ningún tipo. Cada persona es responsable de sus propias decisiones de inversión.
13 Days ago
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Shareholder - Yahoo Finance . Reuters . Estrategias de inversión
Analysis en Español
Streamed 3 Months Ago
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Shareholder - Yahoo . Reuters . Estratagies de Inversion
Analysis en Español
21 Septiembre 2025
5 Months ago
Design and manufacture of glass packaging. Information and sales on glass bottles and jars. Ask for our catalog without any commitment.
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Shareholder - Yahoo . Reuters . Estrategias de Inversion
Analysis en Español
18 Septiembre 2025
*Aviso legal:* Este vídeo tiene un propósito puramente educativo e informativo. No constituye recomendación de compra o venta ni asesoramiento financiero de ningún tipo. Cada persona es responsable de sus propias decisiones de inversión.
July 2025
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Shareholder - Yahoo . Reuters . Estrategias de Inversion
Analysis en Español
16 Septiembre 2025
*Aviso legal:* Este vídeo tiene un propósito puramente educativo e informativo. No constituye recomendación de compra o venta ni asesoramiento financiero de ningún tipo. Cada persona es responsable de sus propias decisiones de inversión.
29 August 2025
Cellnex Telecom, S.A. (CLNX.MC), as Europe's largest independent operator of wireless telecommunications infrastructure, stands at a significant strategic inflection point. After a multi-year period of transformative, debt-fueled acquisitions that established its continental dominance with a portfolio exceeding 130,000 sites, the company has embarked on a new strategic "Chapter." This pivot, necessitated by a shift in the global macroeconomic landscape towards higher interest rates, prioritizes organic growth, operational efficiency, balance sheet deleveraging, and the initiation of shareholder returns.
The company benefits from powerful secular tailwinds, including the pan-European rollout of 5G networks and the exponential growth in mobile data consumption. These trends necessitate denser, more capable network infrastructure, directly fueling demand for Cellnex's core offerings of macro towers, Distributed Antenna Systems (DAS), and Small Cells. Its business model is underpinned by long-term, inflation-indexed contracts with major Mobile Network Operators (MNOs), providing highly predictable and resilient cash flows. However, the investment landscape is not without its challenges.
The European MNO market is undergoing a wave of consolidation, which, while creating financially stronger customers, also introduces the risk of network rationalization and potential site decommissioning.
Concurrently, the higher cost of capital has compressed valuation multiples across the infrastructure sector and fundamentally altered the calculus for growth. In response, Cellnex's management has articulated a clear strategy focused on maximizing the value of its existing assets by increasing co-tenancy, executing on a comprehensive margin enhancement program, and divesting non-core assets to accelerate its path to an investment-grade credit rating.
The initiation of a significant share buyback program and a commitment to a sustainable dividend policy from 2026 onwards mark a clear transition towards a more mature, cash-generative profile. This report provides a comprehensive analysis of Cellnex's position within this evolving industry. It deconstructs the company's business model, evaluates its new strategic direction, analyzes its financial performance and capital allocation policies, and benchmarks its valuation against key peers.
The core investment question is whether the market has appropriately re-rated Cellnex for its new, more mature profile, or if there is long-term value to be found in its unique combination of scale, predictable cash flow streams, and a disciplined approach to value creation in the next phase of Europe's digital transformation.
Shareholder - Yahoo . Reuter`s . Estrategias de Inversion
Analysis en Español
13 Septiembre 2025
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International Consolidated Airlines Group S.A., trading as International Airlines Group and usually shortened to IAG, is a British-Spanish multinational airline holding company with its registered office in Madrid, Spain, and its corporate headquarters in London, England.
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Shareholder - Yahoo . Reuters . Estrategias de Inversíon
Analysis - (en Español)
11 Septiembre 2025
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Naturgy Energy Group, S.A., ticker symbol NTGY.MC, is a Spanish multinational energy company based in Madrid that operates in the electricity and gas sectors. The company is a leader in gas and a benchmark in electricity, providing services across more than 20 markets and focusing on the energy transition through renewables, renewable gas, and energy efficiency
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Shareholder - Yahoo . Reuters . Estrategias de Inversion
Analysis (en Español)
9 Septiembre 2025
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The Company: MERLIN Properties SOCIMI, S.A. is one of the leading real estate companies listed on the Spanish Stock Exchange (IBEX-35), focused on the acquisition and management of commercial assets in the Iberian Peninsula. The Company has elected to become a SOCIMI (Spanish REIT regime).
The principal activity of the Company is the acquisition, active management, operation and selective rotation of commercial real estate assets in the segment of “Core” and “Core Plus”, mainly in Spain and to a lesser extent in Portugal. The Company is focused on the office, retail, logistics and urban hotels markets.
MERLIN Properties benefits from top qualified professionals leading the management of the portfolio, seeking to maximise the operational efficiency and return on assets. The company aims to remunerate the shareholders through a combination of annual dividend distribution and value enhancement of the EPRA NAV of the Company.
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Shareholder - Yahoo . Reuters . Estrategies de Inversión
*Aviso legal:* Este vídeo tiene un propósito puramente educativo e informativo. No constituye recomendación de compra o venta ni asesoramiento financiero de ningún tipo. Cada persona es responsable de sus propias decisiones de inversión.
We are the global technology leader that makes travel work better. Our passionate workforce is building a connected, sustainable and traveler-centric ecosystem, inspiring innovation at scale and powering progress across the travel industry.
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Shareholder - Yahoo . Reuters . Estrategias de Inversión
Analysis - (en Español)
¿El SECRETO de AMADEUS? Análisis a fondo de sus Millonarios Resultados 2025
5 Septiembre 2025
*Aviso legal:* Este vídeo tiene un propósito puramente educativo e informativo. No constituye recomendación de compra o venta ni asesoramiento financiero de ningún tipo. Cada persona es responsable de sus propias decisiones de inversión.
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Shareholder - Yahoo . Reuters . Estrategias de Inversíón
Analysis (en Español)
3 Septiembre 2025
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Shareholder - Yahoo . Reuters . Estrategias de Inversíon
Analysis - en Español
27 Agosto 2025
*Aviso legal:* Este vídeo tiene un propósito puramente educativo e informativo. No constituye recomendación de compra o venta ni asesoramiento financiero de ningún tipo. Cada persona es responsable de sus propias decisiones de inversión.
La estrategia de inversión de Redeia se enfoca en inversiones récord, estimadas en unos 1.000 millones de euros anuales, para avanzar en la transición energética, elevando la inversión contemplada en su plan estratégico. La compañía busca invertir en la modernización y el desarrollo de infraestructuras eléctricas, y su plan estratégico será actualizado pronto para incluir las nuevas estimaciones basadas en los nuevos parámetros regulatorios
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Investor - Yahoo . Reuters . Estrategias de Invesión
Analysis (En Espanol)
25 Agosto 2025
*Aviso legal:* Este vídeo tiene un propósito puramente educativo e informativo. No constituye recomendación de compra o venta ni asesoramiento financiero de ningún tipo. Cada persona es responsable de sus propias decisiones de inversión.
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Investor relations - Yahoo . Reuters . Estrategias de Inversión
Analysis (En Español)
23 August 2025
*Aviso legal:* Este vídeo tiene un propósito puramente educativo e informativo. No constituye recomendación de compra o venta ni asesoramiento financiero de ningún tipo. Cada persona es responsable de sus propias decisiones de inversión.
2 years ago
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Analysis (en Español)
3 October 2025 As US stocks (^DJI, ^IXIC, ^GSPC) see gains amid the government shutdown that coincided with the start of October, this could...
