Our Top Picks blend Iberia’s resilient inner demand and tourism engines with defensive cash yield and regulated exposure. The macro overview remains a “low-drama, high-uncertainty” expansion: eurozone growth is steady with disinflation near 2%, an ECB on a prolonged plateau, and benign financial conditions. Positioning favours quality consumer/services (Inditex, AENA and Cirsa), transition/regulated cash flows (EDP), and high cash O&G (Repsol), with yield support (Navigator).
Celanese: CFR downgraded by S&P, with the outlook still negative|Eroski announces refinancing plan including new offering of 2031 notes|Altice International: exclusive talks for the sale of Hot Mobile for NIS 2.1bn (€ 561m)|Crédit Agricole S.A. unveils its strategic plan ACT 2028|
Celanese: CFR downgraded by S&P, with the outlook still negative|Eroski annonce un plan de refinancement comportant une nouvelle émission obligataire 2031|Altice International : négociations exclusives pour la vente de Hot Mobile pour 2,1 mds NIS (561 m EUR)|Crédit Agricole présente ce matin son nouveau plan stratégique 2028|
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.