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 PRESS RELEASE

SOITEC - INFORMATION RELATING TO THE TOTAL NUMBER OF VOTING RIGHTS AND...

SOITEC - INFORMATION RELATING TO THE TOTAL NUMBER OF VOTING RIGHTS AND SHARES FORMING THE SHARE CAPITAL Bernin, on December 3, 2025 (Article L. 233-8 II of the French Commercial Codeand article 223-16 of the General Regulation of the French financial markets authority (AMF)) Corporate name and address of the company: SOITECParc Technologique des Fontaines - Chemin des Franques 38190 Bernin (FRANCE) Statement dateTotal number of shares forming the share capitalTotal number of voting rights 11/30/2025  35,772,015(1) Number of theoretical (gross) voting rights (2): 45,785,839Number of exerci...

 PRESS RELEASE

SOITEC - INFORMATION RELATIVE AU NOMBRE TOTAL DE DROITS DE VOTE ET D’A...

SOITEC - INFORMATION RELATIVE AU NOMBRE TOTAL DE DROITS DE VOTE ET D’ACTIONS COMPOSANT LE CAPITAL SOCIAL Fait à Bernin, le 3 décembre 2025 (Article L. 233-8 II du Code du commerceet article 223-16 du Règlement Général de l’Autorité des Marchés Financiers) Dénomination sociale et adresse de la société : SOITECParc Technologique des Fontaines - Chemin des Franques 38190 Bernin Date d’arrêté des informationsNombre d’actions composant le capital socialNombre total de droits de vote 30/11/2025  35 772 015(1) Nombre total de droits de vote théoriques (bruts) (2) : 45 785 839Nombre de droits de ...

Pierre FerraguÊ
  • Pierre FerraguÊ

Bible 3Q25 - Smartphones: Still no recovery in sight. 2026 guided to a...

Today, we are publishing the Smartphones 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, Memory, Hyperscale & Cloud, Telecom Equipment, Industrials, PCs, Enterprise IT, Ride sharing & Delivery, Foundry, and Semicap Equipment. Ship...

Martijn Den Drijver
  • Martijn Den Drijver
ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Aalberts: Big step forward in disposal programme. Belfius: No sale of stake to private investors, no sell down of BNP Paribas stake either. CM.com: Bird withdraws takeover proposal. Recticel: Acquisition of a 76% stake in Miclar Group. Theon International: c.€150m rights issue

Kristof Samoy
  • Kristof Samoy

Aalberts Divestment announcements as per strategic plan of last Decemb...

Aalberts updated the market on its divestment programme as announced at last December's CMD. We appreciate the execution of the strategic plan which so far resulted in the July acquisition of the South-Asian semicon player GVT and today's disposals of some European Industrial and Building operations. As the disposal of Metalis (Industry) and equity dilution in KAN (Building) will only result in a modest book profit we estimate the transaction will not trigger a large SBB, especially as the dilut...

Guy Sips ... (+5)
  • Guy Sips
  • Hilde Van Boxstael
  • Kristof Samoy
  • Wim Hoste
  • Wim Lewi
 PRESS RELEASE

Aalberts N.V.: Aalberts reports progress on divestment programme

Aalberts N.V.: Aalberts reports progress on divestment programme Utrecht, 1 December 2025 Aalberts reports three transactions to rebalance its European portfolio for the building and industry segments. Aalberts N.V. has reached an agreement to divest 100% of the shares of Metalis SAS (Metalis), headquartered in France, generating an annual revenue of approximately EUR 158 million with 1,045 employees. The results of Metalis will be deconsolidated as of 1 December 2025. We would like to thank all employees of Metalis for their loyalty and ongoing efforts during the many years of Aalberts’ ...

Soitec: 1 director

A director at Soitec bought 854 shares at 23.475EUR and the significance rating of the trade was 58/100. 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 showing C...

Pierre FerraguÊ
  • Pierre FerraguÊ

AI bubble?, Autos, PC cycle, Nokia CMD, Palo Alto, and more. Our weekl...

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 names we followed last week, follow the link.

Aalberts NV: 1 director

A director at Aalberts NV bought 5,000 shares at 25.960EUR and the significance rating of the trade was 52/100. 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 sh...

Ben Harwood ... (+2)
  • Ben Harwood
  • Pierre FerraguÊ

Soitec 1FH26: No signs of a material recovery. Lower utilization to we...

Soitec reported 1FH26 last night and hosted its conference call this morning.

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