Inditex

AI CAPEX, AN ACCIDENT WAITING TO HAPPEN BUT NOT JUST YET

09/10/25 -"Lately, the hype around the AI trade has reached a new peak. Even central bankers have coalesced to call it a bubble. It is one of course but the FOMO fun is only beginning as corporates themselves ..."

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Pages
51
Language
English
Published on
09/10/25
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EXECUTIVE SUMMARY

Updates Pension Risks
Target & Opinion Governance & Management
Business & Trends Graphics : Momentum
Money Making Graphics : MACD & Volumes
Debt Graphics : Sensitivities
Valuation Sector: Performance
DCF Sector: Key data
NAV/SOTP Sector: Ratios & Valorisation
Worth knowing Sector: Peers
Financials Sector: Analysis

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