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Pierre FerraguÊ
  • Pierre FerraguÊ
PREMIUM
LITE Lumentum Holdin...
TSLA TESLA INC ... (+14)

CoreWeave profitability; DeepSeek’s ASIC try; Semicap; PC pull-forward...

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 9 names we followed last week, follow the link below.

LITE LUMENTUM HOLDINGS INC.
TSLA TESLA INC
NVDA NVIDIA CORPORATION
COHR COHERENT INC.
AMAT APPLIED MATERIALS INC.
2330 TSMC
00992 LENOVO GROUP LIMITED
3661 ALCHIP TECHNOLOGIES INC.
00700 TENCENT HOLDINGS LTD.
CSCO ASML HOLDING N.V.
ASML CISCO SYSTEMS INC.
40978Z ASML HOLDING NV
2357 TT HUAWEI TECHNOLOGIES CO
ASUSTEK COMPUTER
08/18/25 August 18, 2025 1 EN
Free Trial
NEM NEMETSCHEK SE

Nemetschek Ag: 2 directors

Two Directors at Nemetschek Ag bought 1,549 shares at between 122.700EUR and 124.130EUR. The significance rating of the trade was 61/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the...

08/15/25 August 15, 2025 1 EN
Pierre FerraguÊ
  • Pierre FerraguÊ
PREMIUM
INFINEON INFINEON TECHNO...
ANET Arista Networks... ... (+9)

AMD GPUs, Cyber HW refresh, Arista, Auto cycle and more.

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 34 names we followed last week, follow the link below.

INFINEON INFINEON TECHNOLOGIES AG
ANET ARISTA NETWORKS INC.
TSLA TESLA INC
NVDA NVIDIA CORPORATION
ALV AUTOLIV INC.
2330 TSMC
ASML ASML HOLDING N.V.
AAPL ASML HOLDING NV
ALIV SDB APPLE INC.
08/11/25 August 11, 2025 1 EN
Oliver Metzger
  • Oliver Metzger
FME FRESENIUS MEDICAL CARE AG
DGE DIAGEO PLC
ZURN ZURICH INSURANCE GROUP LTD
RI PERNOD RICARD SA
RCO REMY COINTREAU SA
ALV ALLIANZ SE
WPP WPP PLC
BC8 BECHTLE AG
POST OSTERREICHISCHE POST AG
NN NN GROUP N.V.
SIE SIEMENS AG
MOL MOL HUNGARIAN OIL & GAS PLC CLASS A
NLBR NOVA LJUBLJANSKA BANKA DD LJUBLJANA
CPR DAVIDE CAMPARI-MILANO N.V.
UN0 UNIPER SE
08/08/25 August 8, 2025 1 EN
Oliver Metzger
  • Oliver Metzger
FME FRESENIUS MEDICAL CARE AG
DGE DIAGEO PLC
ZURN ZURICH INSURANCE GROUP LTD
RI PERNOD RICARD SA
RCO REMY COINTREAU SA
ALV ALLIANZ SE
WPP WPP PLC
BC8 BECHTLE AG
NN NN GROUP N.V.
SIE SIEMENS AG
MOL MOL HUNGARIAN OIL & GAS PLC CLASS A
NLBR NOVA LJUBLJANSKA BANKA DD LJUBLJANA
CPR DAVIDE CAMPARI-MILANO N.V.
UN0 UNIPER SE
08/08/25 August 8, 2025 1 FR
Arnaud Autier ... (+2)
  • Arnaud Autier
  • Pierre Tegner
DGE DIAGEO PLC
RI PERNOD RICARD SA
RCO REMY COINTREAU SA
CPR DAVIDE CAMPARI-MILANO N.V.
08/08/25 August 8, 2025 1 FR
Arnaud Autier ... (+2)
  • Arnaud Autier
  • Pierre Tegner
DGE DIAGEO PLC
RI PERNOD RICARD SA
RCO REMY COINTREAU SA
CPR DAVIDE CAMPARI-MILANO N.V.
08/08/25 August 8, 2025 1 EN
Marc Hesselink ... (+3)
  • Marc Hesselink
  • CFA
  • Thymen Rundberg
PREMIUM
ASM ASM Internation...

ASM International/High visibility, high reward/BUY

ASM International is mostly exposed to secular technological shifts, which makes it relatively resilient to the ongoing downcycle. In our view, its key drivers are the shift to GAA, shrinkage and the use of new materials. We expect all of these to remain strong and, as such, ASM should continue to strongly outperform the sector. We reiterate our BUY rating but lower our target price to €650 (from €750) following lower near-term estimates. ASM International is on the ING Benelux Favourites list.

ASM ASM INTERNATIONAL N.V.
08/07/25 August 7, 2025 1 EN
Marc Hesselink ... (+3)
  • Marc Hesselink
  • CFA
  • Thymen Rundberg
PREMIUM
ASML ASML HOLDING NV

ASML/Slower 2026, long-term intact/BUY

Despite a slower growth outlook for 2026 we remain positive on the ASML investment case. We believe that the long-term outlook for semiconductor capex remains strong. On top of that, we expect continued increases in litho intensity resulting in above-industry growth. The current valuation close to previous lows, the risk-reward is attractive in our view. We reiterate our BUY rating but slightly lower our target price from €825 to €800 per share.

08/07/25 August 7, 2025 1 EN
Benoit Valleaux ... (+2)
  • Benoit Valleaux
  • Steven Gould
ACA CREDIT AGRICOLE SA
SN. SMITH & NEPHEW PLC
CON CONTINENTAL AKTIENGESELLSCHAFT
INFINEON INFINEON TECHNOLOGIES AG
EBS ERSTE GROUP BANK AG
BEI BEIERSDORF AG
VNA VONOVIA SE
ZAL ZALANDO SE
FRE FRESENIUS SE & CO. KGAA
BAYN BAYER AG
RAA RATIONAL AG
TIT TELECOM ITALIA S.P.A.
AD KONINKLIJKE AHOLD DELHAIZE N.V.
BP. BP P.L.C.
CCEP COCA-COLA EUROPEAN PARTNERS PLC
ENR SIEMENS ENERGY AG
NOVO B NOVO NORDISK A/S
QGEN QIAGEN N.V.
08/06/25 August 6, 2025 1 FR
Benoit Valleaux ... (+2)
  • Benoit Valleaux
  • Steven Gould
ACA CREDIT AGRICOLE SA
SN. SMITH & NEPHEW PLC
CON CONTINENTAL AKTIENGESELLSCHAFT
INFINEON INFINEON TECHNOLOGIES AG
EBS ERSTE GROUP BANK AG
BEI BEIERSDORF AG
VNA VONOVIA SE
ZAL ZALANDO SE
FRE FRESENIUS SE & CO. KGAA
BAYN BAYER AG
RAA RATIONAL AG
TIT TELECOM ITALIA S.P.A.
AD KONINKLIJKE AHOLD DELHAIZE N.V.
BP. BP P.L.C.
CCEP COCA-COLA EUROPEAN PARTNERS PLC
ENR SIEMENS ENERGY AG
NOVO B NOVO NORDISK A/S
QGEN QIAGEN N.V.
08/06/25 August 6, 2025 1 EN
Hela Zarrouk
  • Hela Zarrouk
08/06/25 August 6, 2025 1 EN
Hela Zarrouk
  • Hela Zarrouk
08/06/25 August 6, 2025 1 FR
Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
SN. SMITH & NEPHEW PLC
DHL DHL GROUP
INFINEON INFINEON TECHNOLOGIES AG
FME FRESENIUS MEDICAL CARE AG
DGE DIAGEO PLC
RI PERNOD RICARD SA
RCO REMY COINTREAU SA
ADEN ADECCO GROUP AG
CEZ CEZ AS
RAA RATIONAL AG
OTP OTP BANK NYRT
ABI ANHEUSER-BUSCH INBEV SA/NV
BP. BP P.L.C.
BNTX BIONTECH SE
CPR DAVIDE CAMPARI-MILANO N.V.
08/05/25 August 5, 2025 1 EN
Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
SN. SMITH & NEPHEW PLC
DHL DHL GROUP
INFINEON INFINEON TECHNOLOGIES AG
FME FRESENIUS MEDICAL CARE AG
DGE DIAGEO PLC
RI PERNOD RICARD SA
RCO REMY COINTREAU SA
ADEN ADECCO GROUP AG
CEZ CEZ AS
RAA RATIONAL AG
OTP OTP BANK NYRT
ABI ANHEUSER-BUSCH INBEV SA/NV
BP. BP P.L.C.
BNTX BIONTECH SE
CPR DAVIDE CAMPARI-MILANO N.V.
08/05/25 August 5, 2025 1 FR
Hela Zarrouk
  • Hela Zarrouk
08/05/25 August 5, 2025 1 EN
Hela Zarrouk
  • Hela Zarrouk
08/05/25 August 5, 2025 1 FR
Arnaud Autier ... (+2)
  • Arnaud Autier
  • Pierre Tegner
DGE DIAGEO PLC
RI PERNOD RICARD SA
RCO REMY COINTREAU SA
CPR DAVIDE CAMPARI-MILANO N.V.
08/05/25 August 5, 2025 1 EN
Arnaud Autier ... (+2)
  • Arnaud Autier
  • Pierre Tegner
DGE DIAGEO PLC
RI PERNOD RICARD SA
RCO REMY COINTREAU SA
CPR DAVIDE CAMPARI-MILANO N.V.
08/05/25 August 5, 2025 1 FR
Pierre FerraguÊ
  • Pierre FerraguÊ
PREMIUM
LRCX Lam Research Co...
8035 Tokyo Electron ... ... (+12)

AI capex & replatforming; semicap into 2026; Apple, Arm & more.

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 34 names we followed last week, follow the link below.

LRCX LAM RESEARCH CORPORATION
8035 TOKYO ELECTRON LTD.
KLAC KLA CORPORATION
ASML ASML HOLDING N.V.
AAPL ASML HOLDING NV
MSFT ASML
GRAB APPLE INC.
ARM MICROSOFT CORPORATION
ARMH GRAB HLDGS LTD
AAPL US ARM HOLDINGS PLC
ARMEYSKI HLDG AD
APPLE INC
08/04/25 August 4, 2025 1 EN
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