The Bestinver Investment Banking Department has revealed its selection of the best investment ideas in the Iberian market, highlighting companies such as Allfunds, Cafelecnor, Endesa, Inditex and Indra in its monthly report.
Allfunds: potential growth and positive reassessment
In the case of Allfunds, its position is highlighted to benefit from the growth of assets under management in the sector, as well as other factors such as the growth of treasury income and improved margins. A positive reevaluation is expected throughout the year, with an objective price of 8.5 euros per share.
CAF: solid and fusion potential projects
To CAF, A solid project portfolio is mentioned, with short -term attainable perspectives. The possibility of a fusion or acquisition that could enhance its presence in key markets, with an objective price range between 45 and 56 euros.
ELECNOR: undervalued and with profit potential
Elecnor stands out for being undervalued despite its financial and potential solidity of profits. Growth is projected in its net box for exercise 2026, with an appeal of revaluation until reaching an objective price between 26.6 and 29.7 euros.
Endesa: Opportunity in the energy sector
Endesa is presented as an attractive option to take advantage of the investment perspectives in networks and the profitability of the marketing business. With an attractive remuneration policy, an objective price between 27 and 28 euros is estimated.
Inditex: Attractive and potential growth assessment
After a correction in the market, Inditex offers an attractive assessment and an interesting entrance opportunity. Accelerated growth is expected that compensates for current challenges, with an objective price of between 52.5 and 57.5 euros.
Indra: positive perspectives in the defense sector
Indra is positioned as one of the future beneficiaries of the investment cycle in defense in Europe, with positive perspectives and a discount with respect to its competitors. Despite its good stock market performance, it is pointed out that there is still a margin of improvement.