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 PRESS RELEASE

Participation notification by Morgan Stanley

Participation notification by Morgan Stanley Press release                                                                  Regulated information Brussels, October 21, 2025, 17:45 CEST In line with Belgian transparency legislation (Law of May 2, 2007), Morgan Stanley recently sent to Solvay the following transparency notification indicating that they crossed the threshold of 3%.  Here is a summary of the notification: Date on which the threshold was crossed Voting rights after the transaction Equivalent financial instruments after the transaction Total October 14, 2025 0...

 PRESS RELEASE

Notification de participation par Morgan Stanley

Notification de participation par Morgan Stanley Communiqué de presse                                                                 Information réglementée Bruxelles, le 21 octobre 2025 - 17h45 CEST Conformément à la législation et réglementation en matière de transparence financière (loi du 2 mai 2007), Morgan Stanley a envoyé récemment à Solvay la notification de transparence suivante, indiquant avoir franchi le seuil de 3%.  Voici un résumé de la notification: Date à laquelle le seuil a été franchi Droits de vote après la transaction Instruments financiers équivale...

 PRESS RELEASE

Participatiemelding van Morgan Stanley

Participatiemelding van Morgan Stanley Persbericht                                                                 Gereglementeerde informatie Brussel, 21 oktober 2025 - 17u45 CEST In overeenstemming met de Belgische transparantiewetgeving (Wet van 2 mei 2007) heeft Morgan Stanley onlangs de volgende transparantiekennisgeving naar Solvay gestuurd om aan te geven dat ze de drempel van 3% heeft overschreden.  Hier is een samenvatting van de beweging: Datum van drempeloverschrijding Stemrechten na de transactie Aan stemrechten gelijkgestelde financiële instrumenten na de transactie ...

Pierre FerraguÊ
  • Pierre FerraguÊ

Semicon West: 2026 outlook? Does AI drive growth? DRAM architectures? ...

Last week we attended the 2025 edition of the Semicon West conference, the key event for investors focused on the semiconductor equipment market. Over two days we hosted more than a dozen meetings with companies across the semiconductor value chain. Here are our key takeaways.

Jacob Mekhael ... (+3)
  • Jacob Mekhael
  • Thibault Leneeuw
  • Wim Lewi
Thibault Leneeuw
  • Thibault Leneeuw

ASM International Even the donkey says A.I., why we prefer ASMi

In this note, we revisit the key dynamics discussed during ASMi's CMD. We also outline why ASMi remains our preferred pick within the semiconductor sector and provide additional context on the risks related to China. In our view, current WFE market estimates remain elevated, largely driven by optimism surrounding hyperscalers CapEx. However, our analysis of the recent announcements confirms that AI related investments have a meaningful impact on WFE demand, yet this impact should not be overesti...

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

ODDO : Mémoire : Et si nous étions à l’aube d’un ‘supercycle’ ?

Les prix de la mémoire ont progressé de 15% sur un mois et de ~30% YTD. Cela reflète une forte tension sur l’offre alors que la demande IA est plus élevée qu’attendu. Les stocks de mémoires sont, par ailleurs, au plus bas, ouvrant la voie en 2026 à un supercycle, tiré par l’IA mais aussi par l’intégration de l’Edge AI dans les smartphones/PC. Un marché des semis à ~+15/20% en 2026 est crédible dans ce contexte. Dans notre couverture, cela devrait d’abord bénéficier à ASML, VAT, Siltronic, ASMi e...

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

ODDO : Memory: What if we were on the eve of a super cycle?

Memory prices have risen by 15% m-o-m and by ~30% since the start of 2025. This reflects a tight supply situation, with demand for AI stronger than expected. Memory inventories are also at an all-time low, paving the way for a super cycle in 2026, driven by AI but also by the integration of Edge AI in smartphones/PCs. A semis market at ~+15-20% in 2026 is a credible scenario in this context. In our coverage, this should first benefit ASML, VAT, Siltronic, ASMi and SUSS (Outperform vs Neutral), f...

 PRESS RELEASE

Participation notifications by Morgan Stanley

Participation notifications by Morgan Stanley Press release                                                                  Regulated information Brussels, September 26, 2025, 17:45 CEST In line with Belgian transparency legislation (Law of May 2, 2007), Morgan Stanley recently sent to Solvay the following transparency notifications indicating that they crossed the threshold of 3%.  Here is a summary of the notifications: Date on which the threshold was crossed Voting rights after the transaction Equivalent financial instruments after the transaction Total September 18, 2025 0.00%...

 PRESS RELEASE

Notifications de participation par Morgan Stanley

Notifications de participation par Morgan Stanley Communiqué de presse                                                                 Information réglementée Bruxelles, le 26 septembre 2025 - 17h45 CEST Conformément à la législation et réglementation en matière de transparence financière (loi du 2 mai 2007), Morgan Stanley a envoyé récemment à Solvay les notifications de transparence suivantes indiquant avoir franchi le seuil de 3%.  Voici un résumé des notification: Date à laquelle le seuil a été franchi Droits de vote après la transaction Instruments financiers équivalent...

 PRESS RELEASE

Participatiemeldingen van Morgan Stanley

Participatiemeldingen van Morgan Stanley Persbericht                                                                 Gereglementeerde informatie Brussel, 26 september 2025 - 17u45 CEST  In overeenstemming met de Belgische transparantiewetgeving (Wet van 2 mei 2007) heeft Morgan Stanley onlangs de volgende transparantiekennisgevingen naar Solvay gestuurd om aan te geven dat ze de drempel van 3% heeft overschreden.  Hier is een samenvatting van de bewegingen: Datum van drempeloverschrijding Stemrechten na de transactie Aan stemrechten gelijkgestelde financiële instrumenten na ...

Javier Esteban
  • Javier Esteban

INFORME SECTORIAL BANCOS ESPAÑA/EUROPA: EL MERCADO YA DESCUENTA RÉCORD...

El mercado ya descuenta récord de beneficios 2026. En los últimos seis meses el sector ha subido +17% (vs +9% IBEX y +4% ES 50) con una revisión de estimaciones a medio plazo de +11%.

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

ASM International: Supportive Investor Day despite short-term setback; Sofina: Collecting cash for a purpose

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