Corporate Activity

(Louie Martinez.Unsplash)

18 Sept 2026

Japan Reviews Its Corporate Governance Code

Corporate Activity

The Financial Services Agency of Japan and the Tokyo Stock Exchange have announced improvements to the country's Corporate Governance Code. It is expected to focus on companies' effectiveness in allocating capital through investment in fixed assets, R&D, and human capital. The reform is fundamental to reflation.
(Tatiana Balletti, Unsplash)

15 Sept 2026

Shareholder Activism: Ten Trends for 2027

Corporate Activity

An analysis by the law firm Wachtell, Lipton, Rosen & Katz outlines the ten trends that will define the relationship between boards of directors and activist funds in the global corporate landscape.
(redcharlie, Unsplash)

15 Sept 2026

Senior executives suffer financial losses due to climate events, but lack data to define their business strategy

Corporate Activity

Ongoing geopolitical and climatic fluctuations have resulted in substantial financial losses for companies. Sustainability data is a very valuable tool for understanding how to manage these risks. The problem is that overall, the data is insufficient and of questionable quality.
(Radission US, unsplash)

7 Sept 2026

Systematic Merger Arbitrage: Why a Rules-Based Approach Matters

Corporate Activity

The rate of announced M&A deals that do not get completed has fallen, eliminating pressure on profitability and reducing closing times. If outcomes are more predictable, then simultaneous exposure to a large number of transactions may be more valuable than being selective.
(Unsplash)

3 Sept 2026

Corporate decarbonisation in 2025: ambition without execution

Corporate Activity

A detailed analysis of the “Net-Zero Alignment Indicator,” created by Neuberger in 2023, reveals that ambition and long-term targets in corporate decarbonisation remain relatively widespread, but short-term strategy and capital allocation often lag behind.
(Kevin Ku. Unsplash)

1 Sept 2026

Spanish companies halt their AI projects due to governance and regulatory compliance issues

Corporate Activity

98% of Spanish organisations have delayed or cancelled AI projects in the past twelve months due to governance and regulatory compliance challenges, concludes a report by Cloudera, a company specialised in enterprise data management and analytics.
Bolsa de Madrid. (© Consejeros)

31 Aug 2026

Share buybacks set a new record in Europe (£17bn in August and £170bn year to date)

Corporate Activity

Buybacks in Europe reached approximately $17bn in August, the highest August on record (+14% compared to the previous year). Cumulative buybacks in Europe now amount to ~$170bn YTD, a historical high and 12% above the previous record.
(Markus Spiske, Unsplash)

26 Aug 2026

The security gaps arising from AI put CEOs' work to the test

Corporate Activity

An analysis by Boston Consulting Group on the management of cybersecurity risks in the age of AI shows that CEOs have nearly doubled their investments in AI and mostly expect positive returns by 2026, but they also fear that poor management of these risks could jeopardise both their positions and the survival of their companies.
(Zein Zain, Unsplash)

26 Aug 2026

Spain drops a position in the preferences of activist funds - to eighth place - with 3.555 billion dollars invested

Corporate Activity

Sodali has published its report on activist funds for the second quarter of the year, in which Spain moves from 7th to 8th position and in which activist investors reduced more positions than they added. They increased or initiated 798 positions and cut or exited 1,026.
(Igor Omilaev, Unsplash)

31 Jul 2026

Banking demands measurable profitability from AI

Corporate Activity

Bank boards no longer ask which technologies to test, but rather what the exact financial return of each investment is and what structural risks are assumed when scaling it. This is a conclusion from the study "The AI-Powered Banking Shift", prepared by Softtek.
Banco de España. (Juan Domenech, Unsplash)

30 Jul 2026

The Bank of Spain reorganises its departments and its management team

Corporate Activity

The restructuring has occurred following the departure of Galo Nuño, General Director of Institutional Relations, European Affairs and Transparency, who will focus on teaching and research, and of other senior officials, such as Secretary General Francisco Javier Priego and Deputy General Director Jaime Herrero.
(Sasun Bughdaryan, Unsplash)

29 Jul 2026

34 “large insolvencies” - with accumulated billing of €1.481 billion - in Q2 2026, double that of Q2 2025

Corporate Activity

Despite the reduction in the overall volume of insolvencies by June 2026 (2,678, a -13% compared to the first half of 2025), insolvencies of larger companies are registering growth, indicating a more ...
(Conny Schneider, Unsplash)

29 Jul 2026

Spain ranks as the European country with the highest implementation of digital sovereignty policies

Corporate Activity

While many European organisations struggle to translate their awareness of digital risks into concrete policies, 56% of Spanish organisations have active digital sovereignty policies, according to the study «Tech Reality Check 2026», produced by Conclusion.
(Tatiana Balletti, Unsplash)

27 Jul 2026

The underperformance of poor governance

Corporate Activity

By Divacons

Alphavalue has tracked changes in governance aspects over 20 years. When analysing the group with the worst governance metrics in 2019, a time when ESG was fashionable, limited progress in the matter and underperformance in share prices is observed.
8 Jun 2026

The 'Portugal Capital Markets Day' (15th and 16th of June)

Corporate Activity

Portugal has a story worth telling and, more importantly, companies worth investing in. Its 'Capital Markets Day' -15th and 16th of June- brings investors closer to real companies, strategies, and investment opportunities.
27 May 2026

TCI (Cellnex) and Third Point (Indra) turn Spain into the 7th largest market in the world for "activist funds" with positions worth $3.970 billion

Corporate Activity

USA, Canada, Japan, France, UK, Netherlands... And Spain. Activist funds have long been very active in the listed companies of our country, where they hold positions worth almost $4 billion according to the latest Sodali report, which cites the case of Third Point in Indra. Although it has been in a company without a clear majority shareholder, Cellnex, where TCI, with 9.3%, has managed to impose its rules.

Consejeros

Corporate Activity

Japan Reviews Its Corporate Governance Code

Shareholder Activism: Ten Trends for 2027

Senior executives suffer financial losses due to climate events, but lack data to define their business strategy

Systematic Merger Arbitrage: Why a Rules-Based Approach Matters

Corporate decarbonisation in 2025: ambition without execution

Spanish companies halt their AI projects due to governance and regulatory compliance issues

Share buybacks set a new record in Europe (£17bn in August and £170bn year to date)

The security gaps arising from AI put CEOs' work to the test

Spain drops a position in the preferences of activist funds - to eighth place - with 3.555 billion dollars invested

Banking demands measurable profitability from AI

The Bank of Spain reorganises its departments and its management team

34 “large insolvencies” - with accumulated billing of €1.481 billion - in Q2 2026, double that of Q2 2025

Spain ranks as the European country with the highest implementation of digital sovereignty policies

The underperformance of poor governance

The 'Portugal Capital Markets Day' (15th and 16th of June)

TCI (Cellnex) and Third Point (Indra) turn Spain into the 7th largest market in the world for "activist funds" with positions worth $3.970 billion

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