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MutuaValue
PUIG Brands: Reality Check After the IPO Euphoria
Puig, a major player in Spanish luxury, has established itself as a benchmark in the "Prestige" segment. With its "House of Brands" model (Paco Rabanne, Carolina Herrera, Jean Paul Gaultier), the group derives its strength from hyper-specialization. Revenue structure analysis confirms the dominance of the "Fragrance and Fashion" segment, the true profit engine, overshadowing the Makeup and Skincare divisions. Geographically, EMEA remains the group's stronghold (50% of the mi
Dec 8, 2025
Ebro Foods: Seizing Opportunities in Sustainable Food Niches
Ebro Foods, a Spanish leader in the rice and pasta sectors, is known for its adaptability and geographic diversification, with a presence...
Oct 27, 2024
Gestamp: Resilience Amid Automotive Sector Challenges in 2024
Gestamp, a global leader in the design and manufacturing of metal components for the automotive industry, continues to navigate through...
Oct 21, 2024
Telefónica: Modest Growth and the Challenge of Reducing Massive Debt
Telefónica, one of the largest telecommunications companies in the world, operates in key markets across Europe and Latin America. It...
Sep 29, 2024
Amadeus IT: Strong Growth Amid Market Challenges in North America and Europe
Amadeus IT Group SA is a global leader in technology for the travel industry, offering innovative solutions for airlines, hotels, travel...
Aug 30, 2024
BBVA: Growth Driven by Digitalization and Sustainable Finance
BBVA, one of Spain's oldest banks, plays a crucial role in global financial markets. Present in over 30 countries, it has evolved over...
Aug 9, 2024
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