Since the last publication of our Dynamic Top Pick List on 5 June 2025, our selection has seen again a nice outperformance versus the reverence indices (AEX, Bel20 and Eurostoxx50) of on average 3.3%. Our July update brings 3 adjustments to the list : Since being added to the list in December 2024, Fagron's share price has surged +/-22%, driven by strong Q1 2025 results and robust growth across all regions. Fagron reaffirmed its FY25 guidance and unveiled its “Compounding for Growth” strategy, ...
We are revising our rating on Melexis from Buy to Accumulate, while raising our TP to €78 (from €70), reflecting growing confidence that the inventory correction is nearing its end. We still see structural tailwinds over the medium to long term, supported by rising semiconductor content from the modernization of automotive platforms and the increasing adoption of robotics. We welcome the market's shift in focus beyond near-term challenges, with signs that it is beginning to price in the next upc...
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