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x¿Es Logista una trampa de valor o una oportunidad de dividendo? 📉💰 Logista acaba de presentar los resultados del 1T 2026 y nos encontramos ante una "Gran Divergencia": Los ingresos tocan máximos históricos (+3,3%), pero el Beneficio Neto se desploma un 8,4%.
En este análisis a fondo (sin el sesgo optimista de la empresa) destripamos la letra pequeña del informe para entender por qué el negocio real de mover mercancía está cayendo y cómo la bajada de tipos de interés amenaza con acabar con el "viento de cola" financiero de los últimos años.
En este vídeo descubrirás: ✅ Por qué Francia se ha convertido en un "agujero negro" para el tabaco. ✅ El "truco" contable del inventario que maquilla el resultado operativo. ✅ La sostenibilidad real del Dividendo del 6,2% con un Payout del 99%. ✅ Si la caída actual es una oportunidad de compra o una señal de alerta.
Si buscas un análisis financiero riguroso, pedagógico y sin filtros, este es tu vídeo.
Logista Integral, S.A. (LOG.MC) is a leading European logistics operator and distributor operating in Spain, France, Italy, Portugal, and Poland, with a market cap of over €4.1 billion
. It has an asset-light model, strong free cash flow, and a high dividend payout policy, though it has slightly underperformed the Spanish market recently.
Key Financial and Operational Details (Logista - LOG.MC):
Performance: The stock (LOG.MC) has a P/E ratio of approximately 15.7-15.8.
Business Model: Operates as a distributor and logistics operator (asset-light).
There is significant volatility beneath the surface of the US equity market. So what’s driving these moves – and where are the opportunities for investors now?
Shawn Tuteja, who oversees ETF and custom baskets volatility trading within Goldman Sachs Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading floor.
Recorded on February 9, 2026.
In this video I reveal how you can generate passive income for every month of the year by investing in just three UK FTSE 100 companies.
The information shown in this video should enable you to select a small portfolio of your choice in order to receive a payment every month of the year. It can be very motivating to receive regular dividends.
For over a decade I have been investing in mainly UK large cap companies which have strong balance sheets and who pay reliable streams of passive income in the form of dividends. By utilising a simple long term strategy I hope to achieve financial independence and have the option of retiring early.
