Dynamic Top Pick List Update March 2026: Removing Aedifica – Adding Proximus

The tariff war between US and China has eased, but with the Iran conflict and an erratic Trump, uncertainty will continue into 2027. Energy prices have gone ballistic, with gas prices doubling in Europe and has hit the cyclical stocks hard. The highly anticipated AI productivity gains also will have to transpire sooner or later or a US market correction becomes unavoidable. While the macro-economic impact has been limited so far, a prolonged uncertain situation will result in economic damage. We continue our defensive stance in our Benelux Dynamic Top Pick List. The Federal Reserve (FED) will ...

Azelis Group NV : Review of capacity additions and potential tailwinds in 2026

After a difficult year 2025, a significant rebound in chemical performance in 2026 is not very likely as weak end-market demand continues, while significant capacity additions in key feedstock like ethylene will limit the increase in utilization rates. However, some positive news, especially for European chemical producers, have come up including changes in the asphyxiating regulatory and environmental framework. Other measures, including potential anti-dumping duties and government support are also on the books and could help boost the performance of European chemical performance. That said, ...

Azelis Group NV : Review of capacity additions and potential tailwinds in 2026

After a difficult year 2025, a significant rebound in chemical performance in 2026 is not very likely as weak end-market demand continues, while significant capacity additions in key feedstock like ethylene will limit the increase in utilization rates. However, some positive news, especially for European chemical producers, have come up including changes in the asphyxiating regulatory and environmental framework. Other measures, including potential anti-dumping duties and government support are also on the books and could help boost the performance of European chemical performance. That said, ...

Fibercop (Optics) : Focus Emission

FiberCop plans to issue benchmark 5NCL secured notes. Net proceeds will be used for general corporate purposes. We estimate a fair yield of c. 5.0% for the new secured notes.

Fibercop (Optics) : Issuance Focus

FiberCop plans to issue benchmark 5NCL secured notes. Net proceeds will be used for general corporate purposes. We estimate a fair yield of c. 5.0% for the new secured notes.

IDI : ANR à fin 2025 en croissance de 8% - Dividende proposé de 2.9 €