We are a financial services provider for several types of professional clients, each with distinct needs.
BUSINESS ACCOUNT
Sign up for a business account to:
-
Access reports individually or via Subscription
-
Receive monthly invoices with payment via CSA or hard dollars
Get access to other exclusive features
-
Analyst access
-
Free Trial Subscriptions
-
Team account with shared subscriptions
-
Advanced analytics to track research consumption and performance
Guy Sips ... (+2)
- Guy Sips
- Michiel Declercq
Guy Sips
- Guy Sips
Amoéba Brazil: an attractive growth market for biocontrol – AXPERA sho...
Amoéba has conducted, in partnership with Koppert, an extensive programme of field trials in Brazil to assess the potential of its AXPERA biofungicide technology on several key crops, such as soya and orange trees, of which Brazil is the world's leading producer. We maintain our Buy and € 1.4 Target Price.
Hilde Van Boxstael ... (+3)
- Hilde Van Boxstael
- Thibault Leneeuw
- Wim Lewi
Thibault Leneeuw
- Thibault Leneeuw
ASML Strong AI momentum, memory cyclicality and market share risks
Over the past months, the strength of the AI cycle has been remarkably strong, reflected in significant increases in hyperscalers' CapEx, which have supported higher revenues for semiconductor manufacturers and driven incremental investments. Memory, in particular, benefitted from the strong increase in demand. We expect a strong year for ASML in 2026, but remain cautious on 2027 and beyond, mainly due to revenue and CapEx cyclicality at memory players and market-share expectations for ASML post...
Hilde Van Boxstael ... (+3)
- Hilde Van Boxstael
- Lynn Hautekeete
- Thomas Couvreur
Alan Vandenberghe ... (+2)
- Alan Vandenberghe
- Thomas Couvreur
RISING INTEREST RATES: FEAR OR PRAISE? Thematic Report
Rising interest rates are becoming a hot topic, triggered by a significant uptick in US 10-year treasury yields through February and March. In this note we revisit this topic from several angles. We dig into the empirical side of what we can reasonably expect from the market as a whole when interest rates start to rise. Secondly we review our coverage, putting forward a number of impacted sectors and stocks.
BFIT
BASIC-FIT NV
SBMO SBM OFFSHORE NV
MTLS MATERIALISE ADS
EURN EURONAV NV
ABN ABN AMRO BANK NV DEPOSITARY RECEIPTS
AKA AKKA TECHNOLOGIES SE
BAR BARCO NV
PNL POSTNL NV
DIE D'IETEREN SA
SOF SOFINA SA
GIMB GIMV NV
AGFB AGFA-GEVAERT NV
ONTEX ONTEX GROUP N.V.
BREB BREDERODE S.A.
INGA ING GROEP NV
ASML ASML HOLDING NV
1PG 1-PAGE LIMITED
ADYEN ADYEN NV
XFAB X FAB SILICON FOUNDRIES SE
SBMO SBM OFFSHORE NV
MTLS MATERIALISE ADS
EURN EURONAV NV
ABN ABN AMRO BANK NV DEPOSITARY RECEIPTS
AKA AKKA TECHNOLOGIES SE
BAR BARCO NV
PNL POSTNL NV
DIE D'IETEREN SA
SOF SOFINA SA
GIMB GIMV NV
AGFB AGFA-GEVAERT NV
ONTEX ONTEX GROUP N.V.
BREB BREDERODE S.A.
INGA ING GROEP NV
ASML ASML HOLDING NV
1PG 1-PAGE LIMITED
ADYEN ADYEN NV
XFAB X FAB SILICON FOUNDRIES SE