reports
- Pierre FerraguÊ
The Tech Infrastructure Quarterly Bible 1Q24
We publish today our comprehensive quarterly bible: 224 pages of detailed analyses on what happened in the last 3 months, and how we interpret it, in light of our current convictions. The first section acts as a PM summary, outlining our key findings, and latest thoughts on the semi cycle, in 6 slides:
ANET ARISTA NETWORKS INC.
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
TSLA TESLA INC
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
LRCX LAM RESEARCH CORPORATION
INTC INTEL CORPORATION
AMAT APPLIED MATERIALS INC.
NOKIA NOKIA OYJ
BSI BE SEMICONDUCTOR INDUSTRIES N.V.
2330 TSMC
SOI SOITEC SA
9984 SOFTBANK GROUP CORP.
8035 TOKYO ELECTRON LTD.
KLAC KLA CORPORATION
CSCO ASML HOLDING N.V.
ASML CISCO SYSTEMS INC.
MBLY ASML HOLDING NV
AMD MOBILEYE NV
AAPL ADVANCED MICRO DEVICES INC.
MSFT APPLE INC.
AVGO MICROSOFT CORPORATION
SOH1 BROADCOM INC.
BESI SOITEC
UBER UBER TECHNOLOGIES INC.
ERIC.B ERICSSON
ERIC-B ERICSSON LM-B SHS
ERICB EU GRABTAXI HOLDINGS PTE LTD
0967655D UBER TECHNOLOGIES INC
0084207D BE SEMICONDUCTOR (SWISS)
BSIB WOLFSPEED INC
WOLF GRAB HLDGS LTD
GRAB ARM HOLDINGS PLC
ARM ARMEYSKI HLDG AD
- Delphine Brault
- Quentin Borie
- Delphine Brault
- Quentin Borie
- Anthony Dick
- Michael Foundoukidis
Michelin : May volumes show slight growth in replacement, lower sales ...
>Michelin value over volumes focus likely suggests slightly negative volumes in May - Overall, May volumes were slightly up, driven by replacement tyres but mainly led by Asian imports growth in trucks in the US, and despite a weaker OE segment. This nonetheless further underscores the narrative of a (slow) gradual improvement throughout the year (volumes were down 4.1% in Q1). As a reminder, Michelin’s management based its FY financial outlook on a stable market scen...
- Anthony Dick
- Michael Foundoukidis
Michelin : May volumes show slight growth in replacement, lower sales ...
>Michelin value over volumes focus likely suggests slightly negative volumes in May - Overall, May volumes were slightly up, driven by replacement tyres but mainly led by Asian imports growth in trucks in the US, and despite a weaker OE segment. This nonetheless further underscores the narrative of a (slow) gradual improvement throughout the year (volumes were down 4.1% in Q1). As a reminder, Michelin’s management based its FY financial outlook on a stable market scen...
Combined General Meeting of July 23, 2024 - Conditions for Obtaining t...
Combined General Meeting of July 23, 2024 - Conditions for Obtaining the Preparatory Documents COMBINED GENERAL MEETINGOF JULY 23, 2024 CONDITIONS FOR OBTAINING THE PREPARATORY DOCUMENTS Bernin (Grenoble), France, on June 18, 2024 - Soitec (Euronext Paris), a world leader in the design and manufacturing of innovative semiconductor materials, reminds that the Company’s shareholders are invited to attend the Annual General Meeting to be held on Tuesday July 23, 2024 at 1:30 p.m. (Paris time), at the Company's registered office located at Parc Technologique des Fontaines, Chemin des Fr...
- Jean Danjou
- Jean Danjou
- Thijs Berkelder
Ackermans & Van Haaren : Acquiring equity stake in ship manager V.Grou...
>Consortium led by STAR Capital acquires V.Group from Advent International - STAR Capital yesterday announced that its STAR IV Fund has signed an agreement to acquire V.Group, a global provider of mission critical services to the maritime industry. STAR will lead a consortium of investors including Ackermans & van Haaren and others to partner with V.Group’s management team. The transaction is subject to regulatory consents and is expected to complete in early autumn 2...
- ING Helpdesk
- Sharad Kumar S.P
Ackermans & van Haaren Acquisition Of 33.3% Stake In V.Group
AvH has announced that it has acquired 33.3% of V.Group for an equity investment of $150.0m (€140.0m; excl. acquisition debt financing). In this transaction, AvH teamed up with European investment fund manager ‘STAR Capital' and the transaction is expected to be closed during 2H24. V.Group is a market-leading ship management and marine support service provider to ship owners and operators around the world. V.Group is headquartered in London, United Kingdom. The company has a global presence with...
- Hilde Van Boxstael
- Jacob Mekhael
- Sharad Kumar S.P
- Thomas Couvreur
- Thomas Vranken
- Wim Lewi
Ackermans & van Haaren investit dans V.Group, un fournisseur de servi...
Ackermans & van Haaren investit dans V.Group, un fournisseur de services de premier plan pour l'industrie du transport maritime Cher actionnaire, Monsieur, Madame, veuillez trouver ci-joint notre communiqué. Meilleures salutations, Ackermans & van Haaren Pièce jointe
Ackermans & van Haaren investeert in V.Group, een toonaangevende diens...
Ackermans & van Haaren investeert in V.Group, een toonaangevende dienstverlener voor de scheepvaart Geachte aandeelhouder, Geachte mevrouw, geachte heer, gelieve bijgevoegd ons persbericht te vinden. Met vriendelijke groeten, Ackermans & van Haaren Bijlage
- Carole Braudeau
- Carole Braudeau
Soitec extends partnership with UMC to provide leading engineered subs...
Soitec extends partnership with UMC to provide leading engineered substrates for industry’s first 3D IC solution for RF-SOI Soitec extends partnership with UMC to provide leading engineered substrates for industry’s first 3D IC solution for RF-SOI Soitec and UMC have successfully partnered for over 11 years delivering leading RF-SOI solutions The partnership is now being extended to upcoming 3D IC solutions for 5G and future wireless systems operating in millimetre-wave frequencies and beyond Bernin (France), June 13, 2024 — Soitec (Euronext Paris), a world leader in designing and manu...
Soitec étend son partenariat avec UMC afin de fournir des substrats de...
Soitec étend son partenariat avec UMC afin de fournir des substrats de haute technicité pour la toute première solution de circuits intégrés 3D pour RF-SOI Soitec étend son partenariat avec UMC afin de fournir des substrats de haute technicité pour la toute première solution de circuits intégrés 3D pour RF-SOI Soitec et UMC sont partenaires depuis plus de 11 ans dans la fourniture de solutions RF-SOI de premier plan. Le partenariat s'étend désormais aux futures solutions de circuits intégrés 3D pour la 5G et les futurs systèmes de communication sans fil fonctionnant dans les fréquences d'...
- Sharad Kumar S.P
Holdings Report - May 2024 KBCS Holdings Universe Down -0.9% Due To Mu...
1M Performance - Absolute: Over the last 1M period, the KBCS Holdings Universe posted a return of -0.9% which was mainly driven by multi-asset holdings (-1.3%) while single-asset holdings posted a positive return of +0.6%. The 3 top performers during the period were Solvac (+8.0%), Gimv (+5.5%), and Compagnie du Bois Sauvage (+5.3%) while the 3 worst performers were HAL Trust (-6.5%), D'Ieteren Group (-1.8%), and Texaf (-1.1%). YTD Performance - Relative: On a YTD basis, the KBCS Holdings Univ...
GBLB GROUPE BRUXELLES LAMBERT SA
HAL HAL TRUST
DIE D'IETEREN SA
SOF SOFINA SA
SOLV SOLVAC S.A.
GIMB GIMV NV
QFG QUEST FOR GROWTH
ACKB ACKERMANS & VAN HAAREN NV
TUB FINANCIERE DE TUBIZE S.A.
HEIO HEINEKEN HOLDING N.V.
KBCA KBC ANCORA SCA
TEXF TEXAF
BREB BREDERODE S.A.
TINC TINC COMM. VA
ROCK WHITESTONE GROUP
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