European Stock Picks

Value investing focused on European Stocks

[European Stock Picks @manumhp]

$AMG $AMG.AS AMG Critical Materials N.V. completes issuance of $700 Million new credit facilities.

The new credit facilities will extend its term loan maturity from 2028 to 2033 and its revolving credit facility’s maturity from 2028 to 2031.

https://t.co/eOSoY7md3d

[European Stock Picks @manumhp]

$TMV $TMV.DE TeamViewer and ServiceNow Launch Strategic Partnership to Accelerate Autonomous IT Operations.

ServiceNow AI Platform will integrate TeamViewer’s endpoint capabilities to enable end-to-end agentic IT workflows.

https://t.co/R2z2EjY0FG

[European Stock Picks @manumhp]

$OHL $OHL.MC OHLA: Spanish firm CMID Intermoney expects A 27% increase in EBITDA to €107m for H1 2026 for OHLA thanks to a better performance from the industrial division.

Also they expect a net income of €17m vs €-30m in H1 2025.

[European Stock Picks @manumhp]

$OHL $OHL.MC The Amodio Brothers increase their stake on OHLA to 28.8% after acquiring a 7.22% stake from mexican businessman Julián Holzer at €0.43946 per share (10.2% discount vs yesterday's closing price.

[European Stock Picks @manumhp]

$CRI $CRI.PA Compagnie Chargeurs Invest: ODDO BHF keeps the outperforming rating and the €13 target price on the stock.

https://t.co/8l9or9dGc9

[European Stock Picks @manumhp]

$CRI $CRI.PA Chargeurs injects a massive £30.1m in cash into Swaine, the reference brand of its luxury division.

Chargeurs is going "all in" on its luxury division after the disposal of Novacel accelerating the shift from industrial to culture/luxury.

https://t.co/oRh3WRTdkS

[European Stock Picks @manumhp]

$CRI https://t.co/NRHqB6inI2 Compagnie Chargeurs Invest announces a Share Buyback Offer at €14 per share (+89.1% vs yesterday close price).

The €36.25m transaction targets more than 10% of total capital (around 30% of free float) and will take place in Q1 2027 at the latest.

[European Stock Picks @manumhp]

Aire Ancient Baths invest €21.5m to its new luxury spa center in Galería Canalejas, onwed by OHLA $OHL $OHL.MC.

Great addition regarding a potential sale of the asset in the near future.

https://t.co/UdPL5FLdCz

[European Stock Picks @manumhp]

$OHL $OHL.MC OHLA: London-based fund Legal & General declares a 3.14% stake in OHLA.

https://t.co/pMLSJkxBXq

[European Stock Picks @manumhp]

$OHL $OHL.MC OHLA confirms 2026 guidance on the general meeting presentation:

- Sales over €4.1B
- Gross margin improvement
- Overhead costs reduction
- EBITDA over €215m
- Order intake around €4.4B

https://t.co/Md7uRbzBN0

[European Stock Picks @manumhp]

$CAF $CAF.MC Construcciones y Auxiliar de Ferrocarriles announcces a gross dividend of €1.52 (1.23 net) payable on the 7th of July (ex dividend date July 3rd).

[European Stock Picks @manumhp]

$CRI https://t.co/NRHqB6inI2 Compagnie Chargeurs Invest announces the acquisition of Harwanne Capital Management and the creation of a "Premium Capital" Division within the group.

https://t.co/aBBRN1vPas

[European Stock Picks @manumhp]

@aporia9n Spot on. Barrio Salamanca now is a mix of rich Venezuelans and Mexicans who are pricing out traditional rich spanish families of the area. Sol used to be quite "cutre", now 5-star hotels are opening left and right. Average restaurant now is over €50 for trendy sub-par food.

[European Stock Picks @manumhp]

$OHLA $OHLA.MC OHLA reinforces its presence in Chile adding its eleventh contract in the Santiago Metro for €70m to build six stations.

https://t.co/hXzaiI3bYk

[European Stock Picks @manumhp]

My OHLA investment thesis won the Best Idea award for the week on Capital Employed.

Go check it out!

[Capital Employed @capitalemployed]

Best Stock Pitches newsletter just published.

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https://t.co/pNxfQ3Wo2F

[European Stock Picks @manumhp]

@mikepumpeo88 Thanks for the feedback.

I think that after the hotel split the Canalejas mall will be much easier to sell; the right buyer could pay that amount.

Management recently estated that they want to get at least €200m so they must know something.

https://t.co/178lhTqNtb

[European Stock Picks @manumhp]

New post on Substack: Obrascón Huarte Laín S.A. (OHLA) $OHLA $OHLA.MC

https://t.co/dmALdP4278

[AMG Critical Materials N.V. @amg_criticalmat]

Today, AMG officially opened its new chrome metal production facility in New Castle, PA.

With this $15 million investment and an annual production capacity of 6,500 tons, AMG becomes the only major producer of chrome metal in the US – re-establishing domestic production.

[European Stock Picks @manumhp]

$AMG $AMG.AS AMG Critical Materials announces the opening of its new Chrome metal production facility in Pennsylvania.

$15m investment, 6,500 tons annual capacity, it becomes the sole producer of Chrome metal in the US.

https://t.co/nmVzBBzCUJ

[European Stock Picks @manumhp]

$CAF $CAF.MC Construcciones y Auxiliar de Ferrocarriles raises the annual dividend 14% to €1.52 (35.27% payout ratio).