NBI Bearings Europe shows signs it is getting back on its feet, with stronger day-to-day performance and cash coming in while it works down debt. A fast-growing push in India and a new factory on the way could be the next big test of whether the turnaround can stick.Read more

Stellantis takes a hard hit in the first half of the year, but it still has a big cash cushion and keeps paying shareholders while it works through recalls, tariffs, and a slump in North America. A new CEO, a wave of upcoming model launches, and a plan to get back to healthier cash generation could be the turning point—or the next results could show the problems are deeper.Read more

Amadeus IT (AMS.MC): The "AI Fear" Arbitrage Opportunity Current Price: ~€48.84 | Target Range: €62.00 – €75.00 | View: Strong Buy / Accumulate The market has priced Amadeus as a "terminal decline" asset due to fears of AI disintermediation. However, operational reality contradicts this narrative.Read more

Situación financiera sólida : Patrimonio neto > 60% del balance, deuda controlada. Beneficio coyunturalmente bajo : impacto no estructural.Read more

Solaria delivered strong audited results for 2025, reporting €303M in revenue, €266M EBITDA and €137M net income. The company also reached 3.1 GW of installed capacity and continues to expand its renewable infrastructure platform.Read more