The tariff war between US and China has eased, but with the Iran conflict and an erratic Trump, uncertainty will continues unabated. Energy prices have gone ballistic, with gas prices doubling in Europe and has hit the cyclical stocks hard. KBC macro-econimists have hiked the inflation expectation for 2026 from 1.9% to 3.3%. While the macro-economic impact has been limited so far, a prolonged uncertain situation will result in economic damage. We continue our defensive stance in our Benelux Dyna...
CTP: Asian financings. KPN: Increases internet prices and discontinues 100Mbit/s fiber optic subscription. Magnum Ice Cream Company: Closing the acquisition of Kwality Wall's in India. SBM Offshore: Mopane 2028? Staffing Sector: Belgium staffing February Temp volume decline moderating on easier comps; stable underlying but blue collar softer. Unilever plc: Morris dancing reaches its climax. Universal Music Group: €500m buyback welcome, management stresses dislocated valuation. WDP:...
Melexis: update on the share buy-back program Press release - Regulated Information Ieper, Belgium – 30 March 2026, 17.45 hrs CET Melexis reports the purchase of 24,000 Melexis shares on Euronext Brussels in the period from 23 March 2026 to 27 March 2026, related to the share buy-back program announced on 10 December 2025. Trade dateTotal shares purchasedAverage price (€)Min price (€)Max price (€)Buyback amount (€)23/3/20265,00050.6748.6451.75253,36524/3/20265,00050.8550.1551.30254,24225/3/20264,50053.4752.4054.50240,60626/3/20264,50052.7351.8553.25237,30127/3/20265,00050.9550.5552.2025...
Melexis: update over het aandeleninkoopprogramma Persbericht - Gereglementeerde informatie Ieper, België – 30 maart 2026, 17.45 uur CET Melexis meldt de aankoop van 24.000 Melexis-aandelen op Euronext Brussel in de periode van 23 maart 2026 tot 27 maart 2026, in het kader van het inkoopprogramma aangekondigd op 10 december 2025. InkoopdatumAantal verworven aandelenGemiddelde prijs (€)Laagste prijs (€)Hoogste prijs (€)Aankoop bedrag (€)23/3/20265.00050,6748,6451,75253.36524/3/20265.00050,8550,1551,30254.24225/3/20264.50053,4752,4054,50240.60626/3/20264.50052,7351,8553,25237.30127/3/20265...
Melexis: update on the share buy-back program Press release - Regulated Information Ieper, Belgium – 23 March 2026, 17.45 hrs CET Melexis reports the purchase of 23,500 Melexis shares on Euronext Brussels in the period from 16 March 2026 to 20 March 2026, related to the share buy-back program announced on 10 December 2025. Trade dateTotal shares purchasedAverage price (€)Min price (€)Max price (€)Buyback amount (€)16/3/20264,50053.5753.2554.00241,06217/3/20264,50052.9452.2553.60238,25218/3/20264,50053.3152.9554.15239,87619/3/20265,00050.8650.5052.20254,29320/3/20265,00050.9250.6051.9025...
Melexis: update over het aandeleninkoopprogramma Persbericht - Gereglementeerde informatie Ieper, België – 23 maart 2026, 17.45 uur CET Melexis meldt de aankoop van 23.500 Melexis-aandelen op Euronext Brussel in de periode van 16 maart 2026 tot 20 maart 2026, in het kader van het inkoopprogramma aangekondigd op 10 december 2025. InkoopdatumAantal verworven aandelenGemiddelde prijs (€)Laagste prijs (€)Hoogste prijs (€)Aankoop bedrag (€)16/3/20264.50053,5753,2554,00241.06217/3/20264.50052,9452,2553,60238.25218/3/20264.50053,3152,9554,15239.87619/3/20265.00050,8650,5052,20254.29320/3/20265...
Geopolitical risk has resurfaced, but the nearterm impact on European listed real estate remains contained. Rising energydriven inflation and rates are driving greater dispersion and sharpening the focus on balancesheet quality, while MIPIM 2026 highlighted a pragmatic investor approach. In this report, we adjust target prices and refresh our top picks, removing CTP and adding Irish Residential REIT. Geopolitics and energy: duration matters more than headlines
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