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...
A director at Straumann Holding AG sold 98,000 shares at 103.651CHF and the significance rating of the trade was 100/100. 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 ...
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