reports
- Johanna Jourdain
LUFTHANSA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
EDEN EDENRED SA
IPN IPSEN SA
PEO BANK POLSKA KASA OPIEKI SA
ADP AEROPORTS DE PARIS SA
RMS HERMES INTERNATIONAL SCA
DAI DAIMLER AG
OR L'OREAL SA
HAL HAL TRUST
EOAN E.ON SE
RWE RWE AG
SAF SAFRAN S.A.
CAP CAPGEMINI SE
HM B H&M HENNES & MAURITZ AB CLASS B
MOCORP METSO OUTOTEC OYJ
MAP MAPFRE SA
SIE SIEMENS AG
SHL SIEMENS HEALTHINEERS AG
NLBR NOVA LJUBLJANSKA BANKA DD LJUBLJANA
UN0 UNIPER SE
PLX PLUXEE NV
ULVR UNILEVER PLC
- Johanna Jourdain
LUFTHANSA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
EDEN EDENRED SA
IPN IPSEN SA
PEO BANK POLSKA KASA OPIEKI SA
ADP AEROPORTS DE PARIS SA
RMS HERMES INTERNATIONAL SCA
DAI DAIMLER AG
OR L'OREAL SA
HAL HAL TRUST
EOAN E.ON SE
RWE RWE AG
SAF SAFRAN S.A.
CAP CAPGEMINI SE
HM B H&M HENNES & MAURITZ AB CLASS B
MOCORP METSO OUTOTEC OYJ
MAP MAPFRE SA
SIE SIEMENS AG
SHL SIEMENS HEALTHINEERS AG
NLBR NOVA LJUBLJANSKA BANKA DD LJUBLJANA
UN0 UNIPER SE
PLX PLUXEE NV
ULVR UNILEVER PLC
- Anthony Dick
- Michael Foundoukidis
- Anthony Dick
- Michael Foundoukidis
- Konrad Zomer
LR LEGRAND
REL RELX PLC
FP TOTAL SE
HEIA HEINEKEN NV
IPN IPSEN SA
TKA THYSSENKRUPP AG
UBSN UBS GROUP AG
CBK COMMERZBANK AG
DAI DAIMLER AG
RXL REXEL SA
SCMN SWISSCOM AG
FHZN FLUGHAFEN ZURICH AG
EL ESSILORLUXOTTICA SA
SCHP SCHINDLER HOLDING AG PREF
DTE DEUTSCHE TELEKOM AG
MOCORP METSO OUTOTEC OYJ
STR STRABAG SE
NN NN GROUP N.V.
ABI ANHEUSER-BUSCH INBEV SA/NV
SIE SIEMENS AG
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
ADYEN ADYEN NV
ENR SIEMENS ENERGY AG
DSY DASSAULT SYSTEMES SA
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
DSFIR KONINKLIJKE DSM N.V.
SGSN SGS SA
H2O HIDROELECTRICA S.A.
CVC CVC CAPITAL PARTNERS PLC
TKMS TKMS AG & CO. KGAA
MICC MAGNUM ICE CREAM COMPANY N.V. (THE)
ULVR UNILEVER PLC
- Konrad Zomer
LR LEGRAND
REL RELX PLC
FP TOTAL SE
HEIA HEINEKEN NV
IPN IPSEN SA
TKA THYSSENKRUPP AG
UBSN UBS GROUP AG
CBK COMMERZBANK AG
DAI DAIMLER AG
RXL REXEL SA
SCMN SWISSCOM AG
FHZN FLUGHAFEN ZURICH AG
EL ESSILORLUXOTTICA SA
SCHP SCHINDLER HOLDING AG PREF
DTE DEUTSCHE TELEKOM AG
MOCORP METSO OUTOTEC OYJ
STR STRABAG SE
NN NN GROUP N.V.
ABI ANHEUSER-BUSCH INBEV SA/NV
SIE SIEMENS AG
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
ADYEN ADYEN NV
ENR SIEMENS ENERGY AG
DSY DASSAULT SYSTEMES SA
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
DSFIR KONINKLIJKE DSM N.V.
SGSN SGS SA
H2O HIDROELECTRICA S.A.
CVC CVC CAPITAL PARTNERS PLC
TKMS TKMS AG & CO. KGAA
MICC MAGNUM ICE CREAM COMPANY N.V. (THE)
ULVR UNILEVER PLC
- Anthony Dick
- Michael Foundoukidis
- Anthony Dick
- Michael Foundoukidis
CMB.TECH ANNOUNCES Q4 2025 RESULTS ON 26/02/2026
CMB.TECH ANNOUNCES Q4 2025 RESULTS ON 26/02/2026 Antwerp, Feb. 12, 2026 (GLOBE NEWSWIRE) -- CMB.TECH NV (NYSE: CMBT & Euronext: CMBT) (“CMBT”, “CMB.TECH” or “the Company”) will release its fourth quarter 2025 earnings prior to market opening on Thursday 26 February 2026 and will host a conference call at 8 a.m. EST / 2 p.m. CET to discuss the results for the quarter. The call will be a webcast with an accompanying slideshow. You can find the details of this conference call below and on the of the website. The presentation, recording & transcript will also be available on this page....
- Hilde Van Boxstael
- Kristof Samoy
- Wim Hoste
- Wim Lewi
CMB.TECH FLEET UPDATE
CMB.TECH FLEET UPDATE Antwerp, Feb. 09, 2026 (GLOBE NEWSWIRE) -- CMB.TECH NV (“CMBT”, “CMB.TECH” or “the Company”) (NYSE: CMBT, Euronext Brussels: CMBT and Euronext Oslo Børs: CMBTO) has sold two vessels, generating a capital gain of approximately 98.2 million USD in total. Euronav CMB.TECH has sold two VLCCs: Ingrid (2012, 314,000 dwt) and Ilma (2012, 314,000 dwt). The sale will generate a capital gain of approximately 98.2 million USD in Q2 2026, based on the net sales price and book values. The vessels will be delivered to their new owner in Q2 2026. Announcement Q4 2025 result...
- Nicolas David
- Nicolas Thorez
ODDO : Shift to more favourable cycle to ease AI pressure on sector va...
While we do not deny the uncertainties and risks associated with artificial intelligence (pricing pressures, organisational change, etc.), we remain constructive on this issue, given the significant volume opportunities in prospect for the sector with the integration of agentic AI. Moreover, improving growth momentum in 2026 should reduce pressure on sector valuations (discount >30% vs Stoxx 600 vs a premium of 10% four years ago). On this basis, we have upgraded Bechtle (Outperform vs Neutral),...
ACN ACCENTURE PLC CLASS A
INF INFOTEL SA
ASY ASSYSTEM SA
SWP SWORD GROUP SE
AUB AUBAY SA
ATE ALTEN SA
CAP CAPGEMINI SE
VRNL VERNEUIL PARTICIPATIONS
CTAC CTAC N.V.
COK CANCOM SE
BC8 BECHTLE AG
ADN1 ADESSO AG
ALSN ALSO HOLDING AG
ECONT ECONOCOM GROUP SE CLASS D
REY REPLY S.P.A.
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
NA9 NAGARRO
AROBS AROBS TRANSILVANIA SOFTWARE SA
IOS IONOS GROUP SE
ATO ATOS SE
- Nicolas David
- Nicolas Thorez
ODDO : L’entrée dans un cycle plus favorable devrait réduire la pressi...
Sans nier les incertitudes et risques liés à l’IA (pressions tarifaires, changements organisationnels, etc.), nous restons constructifs sur cette thématique tant les opportunités de volumes autour de l’intégration de l’IA agentique sont importantes pour le secteur. D’autant plus que l’amélioration de la dynamique de croissance en 2026 devrait permettre de réduire la pression sur les valorisations du secteur (décote >30% vs Stoxx 600 contre une prime de 10% il y a 4 ans). Dans ce contexte, nous r...
ACN ACCENTURE PLC CLASS A
INF INFOTEL SA
ASY ASSYSTEM SA
SWP SWORD GROUP SE
AUB AUBAY SA
ATE ALTEN SA
CAP CAPGEMINI SE
VRNL VERNEUIL PARTICIPATIONS
CTAC CTAC N.V.
COK CANCOM SE
BC8 BECHTLE AG
ADN1 ADESSO AG
ALSN ALSO HOLDING AG
ECONT ECONOCOM GROUP SE CLASS D
REY REPLY S.P.A.
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
NA9 NAGARRO
AROBS AROBS TRANSILVANIA SOFTWARE SA
IOS IONOS GROUP SE
ATO ATOS SE
- Christophe-Raphaël Ganet
- Emmanuel Matot
- Thomas Zlowodzki
ACN ACCENTURE PLC CLASS A
INF INFOTEL SA
SCR SCOR SE
ASY ASSYSTEM SA
SWP SWORD GROUP SE
AUB AUBAY SA
VLS VALNEVA SE
ATE ALTEN SA
TPE PVA TEPLA AG
NEX NEXANS SA
CAP CAPGEMINI SE
SOI SOITEC SA
MTELEKOM MAGYAR TELEKOM TELECOMMUNICATIONS
VRNL VERNEUIL PARTICIPATIONS
CTAC CTAC N.V.
COK CANCOM SE
BC8 BECHTLE AG
ADN1 ADESSO AG
AALB AALBERTS N.V.
MELE MELEXIS NV
ALSN ALSO HOLDING AG
ECONT ECONOCOM GROUP SE CLASS D
UNI UNICAJA BANCO S.A.
NKT NKT A/S
REY REPLY S.P.A.
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
TOM2 TOMTOM NV
NA9 NAGARRO
HGEA HGEARS AG
ALVGO VOGO SA
AROBS AROBS TRANSILVANIA SOFTWARE SA
IOS IONOS GROUP SE
ATO ATOS SE
- Christophe-Raphaël Ganet
- Martin Marandon-Carlhian
- Stephane Houri
- Thomas Zlowodzki
PUB PUBLICIS GROUPE SA
EQNR EQUINOR ASA
SOP SOPRA STERIA GROUP SA
KPN ROYAL KPN NV
DBK DEUTSCHE BANK AG
ACN ACCENTURE PLC CLASS A
NOVN NOVARTIS AG
FORTUM FORTUM OYJ
INF INFOTEL SA
SRT3 SARTORIUS AG PREF
ASY ASSYSTEM SA
OMV OMV AG
AMUN AMUNDI SA
SWP SWORD GROUP SE
AUB AUBAY SA
DSV DSV PANALPINA A/S
ATE ALTEN SA
CARL B CARLSBERG A/S CLASS B
CAP CAPGEMINI SE
SPL SANTANDER BANK POLSKA SA
VRNL VERNEUIL PARTICIPATIONS
CTAC CTAC N.V.
HM B H&M HENNES & MAURITZ AB CLASS B
COK CANCOM SE
BC8 BECHTLE AG
ADN1 ADESSO AG
DIM SARTORIUS STEDIM BIOTECH SA
ALSN ALSO HOLDING AG
SNP PETROM S.A.
ECONT ECONOCOM GROUP SE CLASS D
REY REPLY S.P.A.
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
NA9 NAGARRO
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
GSK GSK PLC
AROBS AROBS TRANSILVANIA SOFTWARE SA
IOS IONOS GROUP SE
NOVO B NOVO NORDISK A/S
ATO ATOS SE
MICC MAGNUM ICE CREAM COMPANY N.V. (THE)
- Christophe-Raphaël Ganet
- Emmanuel Matot
- Thomas Zlowodzki
ACN ACCENTURE PLC CLASS A
INF INFOTEL SA
SCR SCOR SE
ASY ASSYSTEM SA
SWP SWORD GROUP SE
AUB AUBAY SA
VLS VALNEVA SE
ATE ALTEN SA
TPE PVA TEPLA AG
NEX NEXANS SA
CAP CAPGEMINI SE
SOI SOITEC SA
MTELEKOM MAGYAR TELEKOM TELECOMMUNICATIONS
VRNL VERNEUIL PARTICIPATIONS
CTAC CTAC N.V.
COK CANCOM SE
BC8 BECHTLE AG
ADN1 ADESSO AG
AALB AALBERTS N.V.
MELE MELEXIS NV
ALSN ALSO HOLDING AG
ECONT ECONOCOM GROUP SE CLASS D
UNI UNICAJA BANCO S.A.
NKT NKT A/S
REY REPLY S.P.A.
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
TOM2 TOMTOM NV
NA9 NAGARRO
HGEA HGEARS AG
ALVGO VOGO SA
AROBS AROBS TRANSILVANIA SOFTWARE SA
IOS IONOS GROUP SE
ATO ATOS SE
- Christophe-Raphaël Ganet
- Martin Marandon-Carlhian
- Stephane Houri
- Thomas Zlowodzki
PUB PUBLICIS GROUPE SA
EQNR EQUINOR ASA
SOP SOPRA STERIA GROUP SA
KPN ROYAL KPN NV
DBK DEUTSCHE BANK AG
ACN ACCENTURE PLC CLASS A
NOVN NOVARTIS AG
FORTUM FORTUM OYJ
INF INFOTEL SA
SRT3 SARTORIUS AG PREF
ASY ASSYSTEM SA
OMV OMV AG
AMUN AMUNDI SA
SWP SWORD GROUP SE
AUB AUBAY SA
DSV DSV PANALPINA A/S
ATE ALTEN SA
CARL B CARLSBERG A/S CLASS B
CAP CAPGEMINI SE
SPL SANTANDER BANK POLSKA SA
VRNL VERNEUIL PARTICIPATIONS
CTAC CTAC N.V.
HM B H&M HENNES & MAURITZ AB CLASS B
COK CANCOM SE
BC8 BECHTLE AG
ADN1 ADESSO AG
DIM SARTORIUS STEDIM BIOTECH SA
ALSN ALSO HOLDING AG
SNP PETROM S.A.
ECONT ECONOCOM GROUP SE CLASS D
REY REPLY S.P.A.
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
NA9 NAGARRO
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
GSK GSK PLC
AROBS AROBS TRANSILVANIA SOFTWARE SA
IOS IONOS GROUP SE
NOVO B NOVO NORDISK A/S
ATO ATOS SE
MICC MAGNUM ICE CREAM COMPANY N.V. (THE)
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
Monitoring for a Pullback We maintain our near-term bullish outlook on the S&P 500 (SPX), Nasdaq 100 (QQQ), and Russell 2000 (IWM), which has remained in place since 4/22/25, aside from one week (11/19/25-11/25/25) when we went to neutral. We will stay near-term bullish as long as crucial support levels of 6824 on SPX, $610 on QQQ, and $257 on IWM (up from $245) continue to hold. We continue to see deterioration in market dynamics, and while we expect a period of consolidation/pullback, the afo...
GBX GREENBRIER COMPANIES INC.
TRN TRINITY INDUSTRIES INC.
TNET TRINET GROUP INC.
RHI ROBERT HALF INTERNATIONAL INC.
NSP INSPERITY INC.
KFY KORN FERRY
EURN EURONAV NV
LPG DORIAN LPG
G2O GOLAR LNG LIMITED
GATX GATX CORPORATION
KELYA KELLY SERVICES INC. CLASS A
KFRC KFORCE INC.
RAIL FREIGHTCAR AMERICA INC.
WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORPORATION
FSTR L.B. FOSTER CO.
ASGN ASGN INC
STNG SCORPIO TANKERS INC.
FRO FRONTLINE PLC
TNK TEEKAY TANKERS LTD.
TBI TBI CORN LTD ORD
- Pierre FerraguÊ
What returns to expect on Cloud AI?
After a string of multi-GW contracts and capex announcements, the attractiveness of cloud AI returns remains a hot question amongst investors. In this report, we build a simple framework to answer that question. We estimate Cloud AI returns from CSP disclosures and what we know about large real-world contracts, and benchmark them against what we know about the economics of traditional cloud.
NOW SERVICENOW INC.
DAI DAIMLER AG
WDC WESTERN DIGITAL CORPORATION
TER TERADYNE INC.
STX SEAGATE TECHNOLOGY PLC
MPWR MONOLITHIC POWER SYSTEMS INC.
GOOGL ALPHABET INC. CLASS A
GLW CORNING INC
FB FACEBOOK INC. CLASS A
EQIX EQUINIX INC.
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION CLASS A
AVT AVNET INC.
ARW ARROW ELECTRONICS INC.
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
ASM PACIFIC TECHNOLOGY LIMITED
6723 RENESAS ELECTRONICS CORPORATION
8035 TOKYO ELECTRON LTD.
MELE MELEXIS NV
KLAC KLA CORPORATION
UMCB UNITED MICROELECTRONICS CORP (ADR)
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
VOW VOLKSWAGEN (VOW GR)
CKP CHECKPOINT SYSTEMS INC
NET CLOUDFLARE INC CLASS A
CADE CADENCE BANK
TEAM ATLASSIAN CORPORATION
CLS CELESTICA INC.
5930 SAMSUNG GROUP
- Bruno Cavalier
- Robert Jan Vos
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
HEIA HEINEKEN NV
BN DANONE SA
RNO RENAULT SA
SLB.N SCHLUMBERGER NV
MC LVMH MOET HENNESSY LOUIS VUITTON SE
VOLV B VOLVO AB CLASS B
EO FAURECIA SA
BAER JULIUS BAER GRUPPE AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
DAI DAIMLER AG
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
POM PLASTIC OMNIUM SE
TYRES NOKIAN RENKAAT OYJ
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
FR VALEO SE
CARL B CARLSBERG A/S CLASS B
VOW3 VOLKSWAGEN AG PREF
RY4C RYANAIR HOLDINGS PLC
01913 PRADA S.P.A.
CIE CIE AUTOMOTIVE S.A.
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
RACE FERRARI NV
ABI ANHEUSER-BUSCH INBEV SA/NV
SAP SAP SE
PIRC PIRELLI & C. S.P.A.
GEST GESTAMP AUTOMOCION S.A.
8TRA TRATON SE
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
STLA STELLANTIS N.V.
DTG DAIMLER TRUCK
IVG IVECO GROUP
ZGN ERMENEGILDO ZEGNA NV
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
ALIV SDB AUTOLIV INC.
BRE BREMBO S.P.A.
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