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Pierre FerraguÊ
  • Pierre FerraguÊ

Auto semi: Our cyclical thesis is playing out across the board

The auto and industrial semi markets are recovering following an inventory correction. In this one-slider, we analyze how the recovery is playing out across companies.

 PRESS RELEASE

ASM share buyback update May 5 – 9, 2025

ASM share buyback update May 5 – 9, 2025 Almere, The NetherlandsMay 12, 2025, 5:45 p.m. CET ASM International N.V. (Euronext Amsterdam: ASM) reports the following transactions, conducted under ASM's current share buyback program. Date Repurchased shares Average price Repurchased value May 5, 2025 3,824 € 440.73 € 1,685,336 May 6, 2025 4,694 € 431.58 € 2,025,845 May 7, 2025 4,502 € 435.59 € 1,961,005 May 8, 2025 1,758 € 453.75 € 797,695 May 9, 2025 2,802 € 452.48 € 1,267,854 Total 17,580 € 440.14 € 7,737,735 These repurchases were made as part of the €150 millio...

Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
Jan Frederik Slijkerman ... (+5)
  • Jan Frederik Slijkerman
  • Jeroen van den Broek
  • Jesse Norcross
  • Nadège Tillier
  • Timothy Rahill

Coffee, Croissants & Credit/Italgas, Infineon, Swisscom and Telecom It...

Utilities - Italgas: good 1Q25 results and 2i Rete Gas acquisition completed

Pierre FerraguÊ
  • Pierre FerraguÊ

Infineon 2FQ25: Recovery on track, despite tariff uncertainty. Top pic...

Infineon reported 2FQ25 this morning. See below for our take on the print.

 PRESS RELEASE

ASM share buyback update April 30 – May 2, 2025

ASM share buyback update April 30 – May 2, 2025 Almere, The NetherlandsMay 5, 2025, 5:45 p.m. CET ASM International N.V. (Euronext Amsterdam: ASM) reports the following transactions, conducted under ASM's current share buyback program. Date Repurchased shares Average price Repurchased value April 30, 2025 4,177 € 423.50 € 1,768,960 May 2, 2025 3,754 € 442.03 € 1,659,386 Total 7,931 € 432.27 € 3,428,346 These repurchases were made as part of the €150 million share buyback program which started on April 30, 2025. Of the total program, 2.3% has...

Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
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