reports
Pierre FerraguÊ
- Pierre FerraguÊ
Bible 4Q24 – Industrials: expect a rebound in 2025
Today, we are publishing the Industrials section of our 26th Tech Infrastructure Quarterly Bible on industrials. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. The industrial semi downcycle continued this quarter, driven by the ongoing inventory correction. However, more companies now expect sequential growth to return this year, as we've calle...
Jan Frederik Slijkerman ... (+5)
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Jesse Norcross
- Nadège Tillier
- Timothy Rahill
Pierre FerraguÊ
- Pierre FerraguÊ
INFINEON
INFINEON TECHNOLOGIES AG
PANW PALO ALTO NETWORKS INC.
AMAT APPLIED MATERIALS INC.
BSI BE SEMICONDUCTOR INDUSTRIES N.V.
9984 SOFTBANK GROUP CORP.
CSCO CISCO SYSTEMS INC.
MBLY MOBILEYE NV
BESI LYFT
IFX UBER TECHNOLOGIES INC.
LYFT 10X GENOMICS INC CLASS A
UBER 1933 INDUSTRIES
TXG BE SEMICONDUCTOR (SWISS)
TGIF 1895 BANCORP OF WISCONSIN INC
PANW PALO ALTO NETWORKS INC.
AMAT APPLIED MATERIALS INC.
BSI BE SEMICONDUCTOR INDUSTRIES N.V.
9984 SOFTBANK GROUP CORP.
CSCO CISCO SYSTEMS INC.
MBLY MOBILEYE NV
BESI LYFT
IFX UBER TECHNOLOGIES INC.
LYFT 10X GENOMICS INC CLASS A
UBER 1933 INDUSTRIES
TXG BE SEMICONDUCTOR (SWISS)
TGIF 1895 BANCORP OF WISCONSIN INC
Baptiste Salaville ... (+4)
- Baptiste Salaville
- Charlotte Vaisse
- Olfa Taamallah
- Yan Derocles
INFINEON
INFINEON TECHNOLOGIES AG
RR. ROLLS-ROYCE HOLDINGS PLC
DG VINCI SA
MT ARCELORMITTAL SA
MTX MTU AERO ENGINES AG
HO THALES SA
HNR1 HANNOVER RUECK SE
FGA FIGEAC AERO SA
GLE SOCIETE GENERALE S.A. CLASS A
RHM RHEINMETALL AG
CPG COMPASS GROUP PLC
FII LISI SA
OR L'OREAL SA
KER KERING SA
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
ORSTED ORSTED
SAF SAFRAN S.A.
AIR AIRBUS SE
CAP CAPGEMINI SE
BA. BAE SYSTEMS PLC
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
KGX KION GROUP AG
WAF SILTRONIC AG
MELE MELEXIS NV
SMHN SUESS MICROTEC AG
INGA ING GROEP NV
SAN BANCO SANTANDER S.A.
VACN VAT GROUP AG
LDO LEONARDO SPA
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ALKAL KALRAY SA
JEN JENOPTIK AG
HAG HENSOLDT AG
AERO MONTANA AEROSPACE AG
AM DASSAULT AVIATION
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
LIN LINDE PUBLIC LIMITED COMPANY
LAT LATECOERE
ARM ARM HOLDINGS PLC
R3NK RENK GROUP AG
AMS AMS-OSRAM AG
RR. ROLLS-ROYCE HOLDINGS PLC
DG VINCI SA
MT ARCELORMITTAL SA
MTX MTU AERO ENGINES AG
HO THALES SA
HNR1 HANNOVER RUECK SE
FGA FIGEAC AERO SA
GLE SOCIETE GENERALE S.A. CLASS A
RHM RHEINMETALL AG
CPG COMPASS GROUP PLC
FII LISI SA
OR L'OREAL SA
KER KERING SA
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
ORSTED ORSTED
SAF SAFRAN S.A.
AIR AIRBUS SE
CAP CAPGEMINI SE
BA. BAE SYSTEMS PLC
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
KGX KION GROUP AG
WAF SILTRONIC AG
MELE MELEXIS NV
SMHN SUESS MICROTEC AG
INGA ING GROEP NV
SAN BANCO SANTANDER S.A.
VACN VAT GROUP AG
LDO LEONARDO SPA
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ALKAL KALRAY SA
JEN JENOPTIK AG
HAG HENSOLDT AG
AERO MONTANA AEROSPACE AG
AM DASSAULT AVIATION
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
LIN LINDE PUBLIC LIMITED COMPANY
LAT LATECOERE
ARM ARM HOLDINGS PLC
R3NK RENK GROUP AG
AMS AMS-OSRAM AG
Baptiste Salaville ... (+4)
- Baptiste Salaville
- Charlotte Vaisse
- Olfa Taamallah
- Yan Derocles
INFINEON
INFINEON TECHNOLOGIES AG
RR. ROLLS-ROYCE HOLDINGS PLC
ALLIX WALLIX GROUP SA
APAML APERAM SA
MTX MTU AERO ENGINES AG
HO THALES SA
FGA FIGEAC AERO SA
RHM RHEINMETALL AG
NRG NRJ GROUP SA
FII LISI SA
LNA LNA SANTE SA
GBT GUERBET SA
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
SAF SAFRAN S.A.
AIR AIRBUS SE
NANO NANOBIOTIX SA
BA. BAE SYSTEMS PLC
SAVE SAVENCIA SA
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
LOG COMPANIA DE DISTRIBUCION INTEGRAL LOGISTA HOLDINGS S.A.
WAF SILTRONIC AG
MELE MELEXIS NV
SMHN SUESS MICROTEC AG
VACN VAT GROUP AG
LDO LEONARDO SPA
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
OBEL ORANGE BELGIUM SA
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ALKAL KALRAY SA
JEN JENOPTIK AG
HAG HENSOLDT AG
AERO MONTANA AEROSPACE AG
AM DASSAULT AVIATION
NVM NOVEM GROUP SA
AZE AZELIS GROUP NV
IVG IVECO GROUP
LAT LATECOERE
ARM ARM HOLDINGS PLC
R3NK RENK GROUP AG
ORP ORPEA
AMS AMS-OSRAM AG
RR. ROLLS-ROYCE HOLDINGS PLC
ALLIX WALLIX GROUP SA
APAML APERAM SA
MTX MTU AERO ENGINES AG
HO THALES SA
FGA FIGEAC AERO SA
RHM RHEINMETALL AG
NRG NRJ GROUP SA
FII LISI SA
LNA LNA SANTE SA
GBT GUERBET SA
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
SAF SAFRAN S.A.
AIR AIRBUS SE
NANO NANOBIOTIX SA
BA. BAE SYSTEMS PLC
SAVE SAVENCIA SA
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
LOG COMPANIA DE DISTRIBUCION INTEGRAL LOGISTA HOLDINGS S.A.
WAF SILTRONIC AG
MELE MELEXIS NV
SMHN SUESS MICROTEC AG
VACN VAT GROUP AG
LDO LEONARDO SPA
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
OBEL ORANGE BELGIUM SA
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ALKAL KALRAY SA
JEN JENOPTIK AG
HAG HENSOLDT AG
AERO MONTANA AEROSPACE AG
AM DASSAULT AVIATION
NVM NOVEM GROUP SA
AZE AZELIS GROUP NV
IVG IVECO GROUP
LAT LATECOERE
ARM ARM HOLDINGS PLC
R3NK RENK GROUP AG
ORP ORPEA
AMS AMS-OSRAM AG
Baptiste Salaville ... (+4)
- Baptiste Salaville
- Charlotte Vaisse
- Olfa Taamallah
- Yan Derocles
INFINEON
INFINEON TECHNOLOGIES AG
RR. ROLLS-ROYCE HOLDINGS PLC
ALLIX WALLIX GROUP SA
APAML APERAM SA
MTX MTU AERO ENGINES AG
HO THALES SA
FGA FIGEAC AERO SA
RHM RHEINMETALL AG
NRG NRJ GROUP SA
FII LISI SA
LNA LNA SANTE SA
GBT GUERBET SA
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
SAF SAFRAN S.A.
AIR AIRBUS SE
NANO NANOBIOTIX SA
BA. BAE SYSTEMS PLC
SAVE SAVENCIA SA
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
LOG COMPANIA DE DISTRIBUCION INTEGRAL LOGISTA HOLDINGS S.A.
WAF SILTRONIC AG
MELE MELEXIS NV
SMHN SUESS MICROTEC AG
VACN VAT GROUP AG
LDO LEONARDO SPA
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
OBEL ORANGE BELGIUM SA
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ALKAL KALRAY SA
JEN JENOPTIK AG
HAG HENSOLDT AG
AERO MONTANA AEROSPACE AG
AM DASSAULT AVIATION
NVM NOVEM GROUP SA
AZE AZELIS GROUP NV
IVG IVECO GROUP
LAT LATECOERE
ARM ARM HOLDINGS PLC
R3NK RENK GROUP AG
ORP ORPEA
AMS AMS-OSRAM AG
RR. ROLLS-ROYCE HOLDINGS PLC
ALLIX WALLIX GROUP SA
APAML APERAM SA
MTX MTU AERO ENGINES AG
HO THALES SA
FGA FIGEAC AERO SA
RHM RHEINMETALL AG
NRG NRJ GROUP SA
FII LISI SA
LNA LNA SANTE SA
GBT GUERBET SA
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
SAF SAFRAN S.A.
AIR AIRBUS SE
NANO NANOBIOTIX SA
BA. BAE SYSTEMS PLC
SAVE SAVENCIA SA
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
LOG COMPANIA DE DISTRIBUCION INTEGRAL LOGISTA HOLDINGS S.A.
WAF SILTRONIC AG
MELE MELEXIS NV
SMHN SUESS MICROTEC AG
VACN VAT GROUP AG
LDO LEONARDO SPA
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
OBEL ORANGE BELGIUM SA
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ALKAL KALRAY SA
JEN JENOPTIK AG
HAG HENSOLDT AG
AERO MONTANA AEROSPACE AG
AM DASSAULT AVIATION
NVM NOVEM GROUP SA
AZE AZELIS GROUP NV
IVG IVECO GROUP
LAT LATECOERE
ARM ARM HOLDINGS PLC
R3NK RENK GROUP AG
ORP ORPEA
AMS AMS-OSRAM AG
Baptiste Salaville ... (+4)
- Baptiste Salaville
- Charlotte Vaisse
- Olfa Taamallah
- Yan Derocles
INFINEON
INFINEON TECHNOLOGIES AG
RR. ROLLS-ROYCE HOLDINGS PLC
DG VINCI SA
MT ARCELORMITTAL SA
MTX MTU AERO ENGINES AG
HO THALES SA
HNR1 HANNOVER RUECK SE
FGA FIGEAC AERO SA
GLE SOCIETE GENERALE S.A. CLASS A
RHM RHEINMETALL AG
CPG COMPASS GROUP PLC
FII LISI SA
OR L'OREAL SA
KER KERING SA
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
ORSTED ORSTED
SAF SAFRAN S.A.
AIR AIRBUS SE
CAP CAPGEMINI SE
BA. BAE SYSTEMS PLC
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
KGX KION GROUP AG
WAF SILTRONIC AG
MELE MELEXIS NV
SMHN SUESS MICROTEC AG
INGA ING GROEP NV
SAN BANCO SANTANDER S.A.
VACN VAT GROUP AG
LDO LEONARDO SPA
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ALKAL KALRAY SA
JEN JENOPTIK AG
HAG HENSOLDT AG
AERO MONTANA AEROSPACE AG
AM DASSAULT AVIATION
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
LIN LINDE PUBLIC LIMITED COMPANY
LAT LATECOERE
ARM ARM HOLDINGS PLC
R3NK RENK GROUP AG
AMS AMS-OSRAM AG
RR. ROLLS-ROYCE HOLDINGS PLC
DG VINCI SA
MT ARCELORMITTAL SA
MTX MTU AERO ENGINES AG
HO THALES SA
HNR1 HANNOVER RUECK SE
FGA FIGEAC AERO SA
GLE SOCIETE GENERALE S.A. CLASS A
RHM RHEINMETALL AG
CPG COMPASS GROUP PLC
FII LISI SA
OR L'OREAL SA
KER KERING SA
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
ORSTED ORSTED
SAF SAFRAN S.A.
AIR AIRBUS SE
CAP CAPGEMINI SE
BA. BAE SYSTEMS PLC
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
KGX KION GROUP AG
WAF SILTRONIC AG
MELE MELEXIS NV
SMHN SUESS MICROTEC AG
INGA ING GROEP NV
SAN BANCO SANTANDER S.A.
VACN VAT GROUP AG
LDO LEONARDO SPA
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ALKAL KALRAY SA
JEN JENOPTIK AG
HAG HENSOLDT AG
AERO MONTANA AEROSPACE AG
AM DASSAULT AVIATION
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
LIN LINDE PUBLIC LIMITED COMPANY
LAT LATECOERE
ARM ARM HOLDINGS PLC
R3NK RENK GROUP AG
AMS AMS-OSRAM AG
Martin Marandon-Carlhian ... (+2)
- Martin Marandon-Carlhian
- Stephane Houri
INFINEON
INFINEON TECHNOLOGIES AG
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
WAF SILTRONIC AG
MELE MELEXIS NV
SMHN SUESS MICROTEC AG
VACN VAT GROUP AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ALKAL KALRAY SA
JEN JENOPTIK AG
ARM ARM HOLDINGS PLC
AMS AMS-OSRAM AG
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
WAF SILTRONIC AG
MELE MELEXIS NV
SMHN SUESS MICROTEC AG
VACN VAT GROUP AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ALKAL KALRAY SA
JEN JENOPTIK AG
ARM ARM HOLDINGS PLC
AMS AMS-OSRAM AG
Martin Marandon-Carlhian ... (+2)
- Martin Marandon-Carlhian
- Stephane Houri
INFINEON
INFINEON TECHNOLOGIES AG
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
WAF SILTRONIC AG
MELE MELEXIS NV
SMHN SUESS MICROTEC AG
VACN VAT GROUP AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ALKAL KALRAY SA
JEN JENOPTIK AG
ARM ARM HOLDINGS PLC
AMS AMS-OSRAM AG
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
WAF SILTRONIC AG
MELE MELEXIS NV
SMHN SUESS MICROTEC AG
VACN VAT GROUP AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ALKAL KALRAY SA
JEN JENOPTIK AG
ARM ARM HOLDINGS PLC
AMS AMS-OSRAM AG
Pierre FerraguÊ
- Pierre FerraguÊ
Infineon: The loaded gun has shot the first bullet. Top Pick.
Infineon confirmed yesterday that the inventory correction in auto and industrials is peaking in 1Q25. This aligns with our view, based on close tracking of inventories across the value chain, and will drive strong sequential momentum for all, including Infineon, which remains a top pick.
Markus Remis ... (+3)
- Markus Remis
- Martin Marandon-Carlhian
- Stephane Houri
INFINEON
INFINEON TECHNOLOGIES AG
FP TOTAL SE
PUB PUBLICIS GROUPE SA
TKA THYSSENKRUPP AG
EQNR EQUINOR ASA
MT ARCELORMITTAL SA
BEKB BEKAERT SA
DGE DIAGEO PLC
AAL ANGLO AMERICAN PLC
BNP BNP PARIBAS SA CLASS A
APAML APERAM SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
DEMANT DEMANT A/S
SZG SALZGITTER AG
EL ESSILORLUXOTTICA SA
AMUN AMUNDI SA
BRBY BURBERRY GROUP PLC
KER KERING SA
VOE VOESTALPINE AG
ACX ACERINOX SA
ISP INTESA SANPAOLO S.P.A.
FRE FRESENIUS SE & CO. KGAA
ERA ERAMET SA
SPL SANTANDER BANK POLSKA SA
01913 PRADA S.P.A.
NDA AURUBIS AG
BC8 BECHTLE AG
ELI ELIA GROUP SA/NV
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
MONC MONCLER SPA
ASSA B ASSA ABLOY AB CLASS B
PRY PRYSMIAN S.P.A.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
RACE FERRARI NV
RIO RIO TINTO PLC
BHP BHP GROUP LTD
DHER DELIVERY HERO SE
DSY DASSAULT SYSTEMES SA
GSK GSK PLC
NOVO B NOVO NORDISK A/S
FP TOTAL SE
PUB PUBLICIS GROUPE SA
TKA THYSSENKRUPP AG
EQNR EQUINOR ASA
MT ARCELORMITTAL SA
BEKB BEKAERT SA
DGE DIAGEO PLC
AAL ANGLO AMERICAN PLC
BNP BNP PARIBAS SA CLASS A
APAML APERAM SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
DEMANT DEMANT A/S
SZG SALZGITTER AG
EL ESSILORLUXOTTICA SA
AMUN AMUNDI SA
BRBY BURBERRY GROUP PLC
KER KERING SA
VOE VOESTALPINE AG
ACX ACERINOX SA
ISP INTESA SANPAOLO S.P.A.
FRE FRESENIUS SE & CO. KGAA
ERA ERAMET SA
SPL SANTANDER BANK POLSKA SA
01913 PRADA S.P.A.
NDA AURUBIS AG
BC8 BECHTLE AG
ELI ELIA GROUP SA/NV
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
MONC MONCLER SPA
ASSA B ASSA ABLOY AB CLASS B
PRY PRYSMIAN S.P.A.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
RACE FERRARI NV
RIO RIO TINTO PLC
BHP BHP GROUP LTD
DHER DELIVERY HERO SE
DSY DASSAULT SYSTEMES SA
GSK GSK PLC
NOVO B NOVO NORDISK A/S
Markus Remis ... (+3)
- Markus Remis
- Martin Marandon-Carlhian
- Stephane Houri
INFINEON
INFINEON TECHNOLOGIES AG
FP TOTAL SE
PUB PUBLICIS GROUPE SA
TKA THYSSENKRUPP AG
EQNR EQUINOR ASA
MT ARCELORMITTAL SA
BEKB BEKAERT SA
DGE DIAGEO PLC
AAL ANGLO AMERICAN PLC
BNP BNP PARIBAS SA CLASS A
APAML APERAM SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
DEMANT DEMANT A/S
SZG SALZGITTER AG
EL ESSILORLUXOTTICA SA
AMUN AMUNDI SA
BRBY BURBERRY GROUP PLC
KER KERING SA
VOE VOESTALPINE AG
ACX ACERINOX SA
ISP INTESA SANPAOLO S.P.A.
FRE FRESENIUS SE & CO. KGAA
ERA ERAMET SA
SPL SANTANDER BANK POLSKA SA
01913 PRADA S.P.A.
NDA AURUBIS AG
BC8 BECHTLE AG
ELI ELIA GROUP SA/NV
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
MONC MONCLER SPA
ASSA B ASSA ABLOY AB CLASS B
PRY PRYSMIAN S.P.A.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
RACE FERRARI NV
RIO RIO TINTO PLC
BHP BHP GROUP LTD
DHER DELIVERY HERO SE
DSY DASSAULT SYSTEMES SA
GSK GSK PLC
NOVO B NOVO NORDISK A/S
FP TOTAL SE
PUB PUBLICIS GROUPE SA
TKA THYSSENKRUPP AG
EQNR EQUINOR ASA
MT ARCELORMITTAL SA
BEKB BEKAERT SA
DGE DIAGEO PLC
AAL ANGLO AMERICAN PLC
BNP BNP PARIBAS SA CLASS A
APAML APERAM SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
DEMANT DEMANT A/S
SZG SALZGITTER AG
EL ESSILORLUXOTTICA SA
AMUN AMUNDI SA
BRBY BURBERRY GROUP PLC
KER KERING SA
VOE VOESTALPINE AG
ACX ACERINOX SA
ISP INTESA SANPAOLO S.P.A.
FRE FRESENIUS SE & CO. KGAA
ERA ERAMET SA
SPL SANTANDER BANK POLSKA SA
01913 PRADA S.P.A.
NDA AURUBIS AG
BC8 BECHTLE AG
ELI ELIA GROUP SA/NV
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
MONC MONCLER SPA
ASSA B ASSA ABLOY AB CLASS B
PRY PRYSMIAN S.P.A.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
RACE FERRARI NV
RIO RIO TINTO PLC
BHP BHP GROUP LTD
DHER DELIVERY HERO SE
DSY DASSAULT SYSTEMES SA
GSK GSK PLC
NOVO B NOVO NORDISK A/S
Pierre FerraguÊ
- Pierre FerraguÊ
Martin Marandon-Carlhian ... (+2)
- Martin Marandon-Carlhian
- Stephane Houri
Martin Marandon-Carlhian ... (+2)
- Martin Marandon-Carlhian
- Stephane Houri
Marc Lavaud ... (+3)
- Marc Lavaud
- Martin Marandon-Carlhian
- Stephane Houri
Marc Lavaud ... (+3)
- Marc Lavaud
- Martin Marandon-Carlhian
- Stephane Houri
Jan Frederik Slijkerman ... (+5)
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Jesse Norcross
- Nadège Tillier
- Timothy Rahill
Martin Marandon-Carlhian ... (+2)
- Martin Marandon-Carlhian
- Stephane Houri
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