reports
- Felix Fischer
- Felix Fischer
- Haidje Rustau
- Jayanth Kandalam
- Peter Low
- Si Yong Ng
- Pierre FerraguÊ
Bible 3Q25 – Industrials: cyclical recovery well underway
Today, we are publishing the final section of our 29th Tech Infrastructure Quarterly Bible on industrials. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. Industrial semiconductor momentum is accelerating, with revenue growth up to 18% YoY. Industry commentary points to further growth in 4Q and into 2026, reinforcing our expectation of continued...
Melexis: update on the share buy-back program
Melexis: update on the share buy-back program Press release - Regulated Information Ieper, Belgium – 15 December 2025, 17.45 hrs CET Melexis reports the purchase of 33,000 Melexis shares on Euronext Brussels in the period from 8 to 12 December 2025, related to the share buy-back program announced on 10 December 2024 which ended on 10 December 2025, and to the share buy-back program announced on 10 December 2025 which started on 11 December 2025. Trade dateTotal shares purchasedAverage price (€)Min price (€)Max price (€)Buyback amount (€)8/12/20259,00059.3059.0060.70533,7289/12/20258,0...
Melexis: update over het aandeleninkoopprogramma
Melexis: update over het aandeleninkoopprogramma Persbericht - Gereglementeerde informatie Ieper, België – 15 december 2025, 17.45 uur CET Melexis meldt de aankoop van 33.000 Melexis-aandelen op Euronext Brussel in de periode van 8 tot 12 december 2025, in het kader van het inkoopprogramma aangekondigd op 10 december 2024 dat eindigde op 10 december 2025, en van het inkoopprogramma aangekondigd op 10 december 2025. InkoopdatumAantal verworven aandelenGemiddelde prijs (€)Laagste prijs (€)Hoogste prijs (€)Aankoop bedrag (€)8/12/20259.00059,3059,0060,70533.7289/12/20258.00059,0058,5559,304...
ASML reports transactions under its current share buyback program
ASML reports transactions under its current share buyback program ASML reports transactions under its current share buyback program VELDHOVEN, the Netherlands – ASML Holding N.V. (ASML) reports the following transactions, conducted under ASML's current share buyback program. DateTotal repurchased sharesWeighted average priceTotal repurchased value08-Dec-25 37,576 €962.62 €36,171,308 09-Dec-25 37,838 €955.96 €36,171,562 10-Dec-25 37,860 €955.40 €36,171,421 11-Dec-25 38,288 €944.71 €36,170,938 12-Dec-25 38,329 €943.72 €36,171,668 ASML’s current share buyback program was announced ...
Elmos Semiconductor SE: 1 director
A director at Elmos Semiconductor SE sold 400 shares at 102.050EUR and the significance rating of the trade was 53/100. 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 last two years cl...
- Guy Sips
- Kristof Samoy
- Thomas Couvreur
- Wim Lewi
Melexis: Launch of a new share buy-back program
Melexis: Launch of a new share buy-back program Press release - Regulated Information Ieper, Belgium – 10 December 2025, 07.00 hrs CET - Melexis NV (Euronext Brussels: MELE) (“Melexis”) announces a new share buy-back program. The share buy-back program initiated by Melexis NV on 11 December 2024 will expire today 10 December 2025. Melexis’ Board of Directors has decided to initiate a new share buy-back program of its outstanding common stock for up to an additional 850,000 shares for an amount of up to EUR 50 million. This follows the shareholders’ authorization granted in November 202...
Melexis: Start nieuw aandeleninkoopprogramma
Melexis: Start nieuw aandeleninkoopprogramma Persbericht - Gereglementeerde informatie Ieper, België – 10 december 2025, 07.00 uur CET - Melexis NV (Euronext Brussels: MELE) (“Melexis”) kondigt een nieuw inkoopprogramma van eigen aandelen aan. Het inkoopprogramma eigen aandelen gestart door Melexis NV op 11 december 2024 zal aflopen vandaag 10 december 2025. De Raad van Bestuur van Melexis heeft beslist om een nieuw inkoopprogramma van uitstaande eigen aandelen te starten voor maximaal 850.000 aandelen voor een bedrag van maximaal EUR 50 miljoen. Dit gebeurt in uitvoering van de machti...
- Jacob Mekhael
- Thibault Leneeuw
ASM nominates CEO and SB member for reappointment, SB chair to retire ...
ASM nominates CEO and SB member for reappointment, SB chair to retire in 2027 Almere, The Netherlands December 8, 2025, 6:00 p.m. CET The Supervisory Board (SB) of ASM International N.V. (Euronext Amsterdam: ASM) announced today that it intends to reappoint Mr. Hichem M’Saad for a second term, for four years, as member of the Management Board and as CEO. It also intends to reappoint Supervisory Board Member Mr. Marc de Jong for a new term of two years. Supervisory Board Chair Ms. Pauline van der Meer Mohr has expressed her intention to retire as per the Annual General Meeting (AGM) 2027, w...
Melexis: update on the share buy-back program
Melexis: update on the share buy-back program Press release - Regulated Information Ieper, Belgium – 8 December 2025, 17.45 hrs CET Further to the initiation of the share buy-back program announced on 10 December 2024, Melexis reports the purchase of 46,000 Melexis shares on Euronext Brussels in the period from 1 to 5 December 2025. Trade dateTotal shares purchasedAverage price (€)Min price (€)Max price (€)Buyback amount (€)1/12/202510,00053.2852.4053.55532,8352/12/202510,00053.4753.1553.85534,7203/12/202510,00055.5854.5556.00555,7774/12/20258,00060.4356.9061.40483,4385/12/20258,00062.2...
Melexis: update over het aandeleninkoopprogramma
Melexis: update over het aandeleninkoopprogramma Persbericht - Gereglementeerde informatie Ieper, België – 8 december 2025, 17.45 uur CET Naar aanleiding van het aandeleninkoopprogramma dat op 10 december 2024 werd aangekondigd, maakt Melexis bekend dat er 46.000 eigen aandelen ingekocht werden op Euronext Brussel tussen 1 en 5 december 2025. InkoopdatumAantal verworven aandelenGemiddelde prijs (€)Laagste prijs (€)Hoogste prijs (€)Aankoop bedrag (€)1/12/202510.00053,2852,4053,55532.8352/12/202510.00053,4753,1553,85534.7203/12/202510.00055,5854,5556,00555.7774/12/20258.00060,4356,9061,40...
- Pierre FerraguÊ
Bible 3Q25 – Autos: Limited near-term visibility, but our cycle thesis...
Today, we are publishing the Automotive section of our 29th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. We will publish sections on Hyperscale & Cloud, Telecom Equipment, Industrials, PCs, Enterprise IT, and Foundry later this week. Auto demand came in above expectations, with limited signs of an air-pock...
ASML reports transactions under its current share buyback program
ASML reports transactions under its current share buyback program ASML reports transactions under its current share buyback program VELDHOVEN, the Netherlands – ASML Holding N.V. (ASML) reports the following transactions, conducted under ASML's current share buyback program. DateTotal repurchased sharesWeighted average priceTotal repurchased value01-Dec-25 39,527 €915.08 €36,170,185 02-Dec-25 38,518 €939.05 €36,170,216 03-Dec-25 37,709 €959.19 €36,169,986 04-Dec-25 37,502 €964.47 €36,169,723 05-Dec-25 37,625 €961.33 €36,170,019 ASML’s current share buyback program was announced on 10 Nove...
ASML Holding N.V.: 1 director
A director at ASML Holding N.V. sold 700 shares at 975.000EUR and the significance rating of the trade was 68/100. 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 last two years clearly...
- Pierre FerraguÊ
Bible 3Q25 – Semicap: Cautious on 2026; not the right AI play.
Today, we are publishing the Semicap Equipment section of our 29th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on Automotive, Hyperscale & Cloud, Telecom Equipment, Industrials, PCs, Enterprise IT, and Foundry. 3Q25 semicap revenues were flat QoQ, with China up...
- Guy Sips
- Jacob Mekhael
- Kristof Samoy
- Livio Luyten
- Lynn Hautekeete
- Mathijs Geerts Danau
- Michiel Declercq
- Thibault Leneeuw
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
Dynamic Top Pick List How to start 2026?
How to start 2026? We have selected for the KBC Securities Dynamic Top Pick List 12 large-cap companies — AB InBev, Aedifica, Argenx, ASMi, Azelis, DEME, D'Ieteren, Shurgard, Sofina, Vopak, WDP, and Wolters Kluwer — along with 3 small and mid-cap names (under €1.5bn in market capitalization): Corbion, EVS, and IBA. So, going into 2026, we maintain a balanced approach in our Dynamic Top Pick List, featuring 8 cyclical and 6 defensive stocks, with a particular emphasis on value stocks that have b...
EVS EVS BROADCAST EQUIPMENT SA
DIE D'IETEREN SA
SOF SOFINA SA
ASM ASM INTERNATIONAL N.V.
IBAB ION BEAM APPLICATIONS SA
ROYAL VOPAK NV
AED AEDIFICA SA
CSM CORBION NV
ABI ANHEUSER-BUSCH INBEV SA/NV
ARGX ARGEN-X SE
WDP WAREHOUSES DE PAUW SCA
AZE AZELIS GROUP NV
DEME DEME GROUP NV
SHUR SHURGARD SELF STORAGE LIMITED
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