reports
Glanbia: 1 director
A director at Glanbia sold 3,500 shares at 14.680EUR and the significance rating of the trade was 54/100. 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 ...
- 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
- Fatma Agnès Hamdani
- Fatma Agnès Hamdani
- Emmanuel Matot
UNIQA INSURANCE GROUP AG
ZVTG ZAVAROVALNICA TRIGLAV D.D.
ITP INTERPARFUMS
VLS VALNEVA SE
FR VALEO SE
ISP INTESA SANPAOLO S.P.A.
POS PORR AG
GLB GLANBIA PLC
SOI SOITEC SA
UCG UNICREDIT S.P.A.
EDR EDREAMS ODIGEO SA
PYT POLYTEC HOLDING
CPS CYFROWY POLSAT SA
ANR ANSWEAR.COM
CABKA CABKA N.V.
ZAB ZABKA GROUP
FERGR FERRARI GROUP PUBLIC LIMITED COMPANY
- Emmanuel Matot
UNIQA INSURANCE GROUP AG
ZVTG ZAVAROVALNICA TRIGLAV D.D.
ITP INTERPARFUMS
VLS VALNEVA SE
FR VALEO SE
ISP INTESA SANPAOLO S.P.A.
POS PORR AG
GLB GLANBIA PLC
SOI SOITEC SA
UCG UNICREDIT S.P.A.
EDR EDREAMS ODIGEO SA
PYT POLYTEC HOLDING
CPS CYFROWY POLSAT SA
NFN NFON AG
ANR ANSWEAR.COM
CABKA CABKA N.V.
FERGR FERRARI GROUP PUBLIC LIMITED COMPANY
- Ahmed Ben Salem
- Baptiste Salaville
- Charlotte Vaisse
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
PBB DEUTSCHE PFANDBRIEFBANK AG
GBF BILFINGER SE
GLJ GRENKE AG
BLC BASTIDE LE CONFORT MEDICAL SA
BRBY BURBERRY GROUP PLC
ENI ENI S.P.A.
MBB MBB INDUSTRIES SE
REP REPSOL SA
IDIP INSTITUT DE DEVELOPPEMENT INDUSTRIEL SCA
ROS ROSENBAUER INTERNATIONAL AG
INH INDUS HOLDING AG
SIX2 SIXT SE
MLP MLP SE
NOD NORDIC SEMICONDUCTOR ASA
RENE REDES ENERGETICAS NACIONAIS SA
COL INMOBILIARIA COLONIAL SOCIMI SA
SNG SOCIETATEA NATIONALA DE GAZE NATURALE ROMGAZ SA
BP. BP P.L.C.
DIGI DIGI COMMUNICATIONS NV
JST JOST WERKE AG
TGN SOCIETATEA NATIONALA DE TRANSPORT GAZE NATURALE TRANSGAZ S.A.
M MED LIFE
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
EAT AMREST HOLDINGS SE
CLA CLARANOVA SE
VK VALLOUREC SA
SFQ SAF-HOLLAND SE
WINE PURCARI WINERIES PCL
NA9 NAGARRO
MRX MISTER SPEX SE
NVM NOVEM GROUP SA
SHEL SHELL PLC
AROBS AROBS TRANSILVANIA SOFTWARE SA
TUI TUI AG
ACAG AUSTRIACARD HOLDINGS AG
- Ahmed Ben Salem
- Baptiste Salaville
- Charlotte Vaisse
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
PBB DEUTSCHE PFANDBRIEFBANK AG
GBF BILFINGER SE
GLJ GRENKE AG
BLC BASTIDE LE CONFORT MEDICAL SA
BRBY BURBERRY GROUP PLC
ENI ENI S.P.A.
MBB MBB INDUSTRIES SE
REP REPSOL SA
IDIP INSTITUT DE DEVELOPPEMENT INDUSTRIEL SCA
ROS ROSENBAUER INTERNATIONAL AG
INH INDUS HOLDING AG
SIX2 SIXT SE
MLP MLP SE
NOD NORDIC SEMICONDUCTOR ASA
RENE REDES ENERGETICAS NACIONAIS SA
COL INMOBILIARIA COLONIAL SOCIMI SA
SNG SOCIETATEA NATIONALA DE GAZE NATURALE ROMGAZ SA
BP. BP P.L.C.
DIGI DIGI COMMUNICATIONS NV
JST JOST WERKE AG
TGN SOCIETATEA NATIONALA DE TRANSPORT GAZE NATURALE TRANSGAZ S.A.
M MED LIFE
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
EAT AMREST HOLDINGS SE
CLA CLARANOVA SE
VK VALLOUREC SA
SFQ SAF-HOLLAND SE
WINE PURCARI WINERIES PCL
NA9 NAGARRO
MRX MISTER SPEX SE
NVM NOVEM GROUP SA
SHEL SHELL PLC
AROBS AROBS TRANSILVANIA SOFTWARE SA
TUI TUI AG
ACAG AUSTRIACARD HOLDINGS AG
- Klaus Ringel
- Michael Foundoukidis
- Adrian Pehl
- Marc Lavaud
FII LISI SA
VOE VOESTALPINE AG
SDF K+S AG
INH INDUS HOLDING AG
PAL PALFINGER AG
SEM SEMPERIT HOLDING AG
ADN1 ADESSO AG
PAT PATRIZIA AG
SAX STROEER SE & CO. KGAA
POST OSTERREICHISCHE POST AG
TWEKA TKH GROUP N.V. CERT
CSM CORBION NV
FACC FACC AG
JUN3 JUNGHEINRICH AG PREF
JEN JENOPTIK AG
KTA KNAUS TABBERT
SFQ SAF-HOLLAND SE
VT5 VT5 ACQUISITION COMPANY AG
SPG SPRINGER NATURE AG & CO. KGAA
CAN CANAL+
- Adrian Pehl
- Marc Lavaud
FII LISI SA
VOE VOESTALPINE AG
SDF K+S AG
INH INDUS HOLDING AG
PAL PALFINGER AG
SEM SEMPERIT HOLDING AG
ADN1 ADESSO AG
PAT PATRIZIA AG
SAX STROEER SE & CO. KGAA
POST OSTERREICHISCHE POST AG
TWEKA TKH GROUP N.V. CERT
CSM CORBION NV
FACC FACC AG
JUN3 JUNGHEINRICH AG PREF
JEN JENOPTIK AG
KTA KNAUS TABBERT
SFQ SAF-HOLLAND SE
VT5 VT5 ACQUISITION COMPANY AG
SPG SPRINGER NATURE AG & CO. KGAA
CAN CANAL+
- Klaus Ringel
- Michael Foundoukidis
- Marc Zwartsenburg
- CEFA
- Emira Sagaama
- Hela Zarrouk
- Michael Foundoukidis
- Oliver Metzger
SESGL SES SA FDR (CLASS A)
RNO RENAULT SA
DAI DAIMLER AG
FGA FIGEAC AERO SA
LXS LANXESS AG
KCO KLOECKNER & CO SE
JCQ JACQUET METALS SA
BAMNB KONINKLIJKE BAM GROEP NV
GN GN STORE NORD A/S
SOLB SOLVAY SA
VOW3 VOLKSWAGEN AG PREF
GLB GLANBIA PLC
FIE FIELMANN AG
LNZ LENZING AG
DEZ DEUTZ AG
CFT COMPAGNIE FINANCIERE TRADITION
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
MELE MELEXIS NV
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
VGP VGP NV
11B 11 BIT STUDIOS S.A.
DIC DIC ASSET AG
WLN WORLDLINE SA
FNTN FREENET AG
GLPG GALAPAGOS NV
ATRY ATRYS HEALTH
INS INSTONE REAL ESTATE GROUP AG
S30 SOLUTIONS 30 SE
FSNT FASHIONETTE AG
STLA STELLANTIS N.V.
ANTIN ANTIN INFRASTRUCTURE PARTNERS
HGEA HGEARS AG
CTPNV CTP NV
FI-N GEORG FISCHER AG
VT5 VT5 ACQUISITION COMPANY AG
SHUR SHURGARD SELF STORAGE LIMITED
AF AIR FRANCE - KLM
- Emira Sagaama
- Hela Zarrouk
- Michael Foundoukidis
- Oliver Metzger
FGA FIGEAC AERO SA
LXS LANXESS AG
KCO KLOECKNER & CO SE
JCQ JACQUET METALS SA
BAMNB KONINKLIJKE BAM GROEP NV
GN GN STORE NORD A/S
SOLB SOLVAY SA
GLB GLANBIA PLC
FIE FIELMANN AG
LNZ LENZING AG
DEZ DEUTZ AG
CFT COMPAGNIE FINANCIERE TRADITION
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
MELE MELEXIS NV
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
VGP VGP NV
11B 11 BIT STUDIOS S.A.
DIC DIC ASSET AG
WLN WORLDLINE SA
FNTN FREENET AG
GLPG GALAPAGOS NV
ATRY ATRYS HEALTH
INS INSTONE REAL ESTATE GROUP AG
S30 SOLUTIONS 30 SE
FSNT FASHIONETTE AG
ANTIN ANTIN INFRASTRUCTURE PARTNERS
HGEA HGEARS AG
FI-N GEORG FISCHER AG
VT5 VT5 ACQUISITION COMPANY AG
SHUR SHURGARD SELF STORAGE LIMITED
AF AIR FRANCE - KLM
- Fatma Agnès Hamdani
- Fatma Agnès Hamdani
- Guy Sips
- Kristof Samoy
- Livio Luyten
- Michiel Declercq
- Thibault Leneeuw
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
Dynamic Top Pick List Update November: Removing Xior; Adding Aedifica
The tariff war has eased, but with Trump, uncertainty has become a guarantee. While the macro-economic impact has been limited so far, the prolonged situation could still result in significant and long-lasting economic damage. We are maintaining a defensive stance in our Benelux Dynamic Top Pick List. The Federal Reserve (FED) has started its easing cycle, but the final amount of interest rate cuts is uncertain. The European Central Bank (ECB) has now largely completed its interest rate cutting ...
- Kristof Samoy
Vopak Key Take-Aways Analyst Call
This morning Vopak released its 3Q25 earnings. These confirmed with an in line operating performance (see earlier FRN this morning). Amidst all tariff related uncertainty and unfavourable FX dynamics, the report and maintained FY guidance underlines the defensiveness of the business model. Occupancy is holding up well and in the mean time large investments in Gas/Industrial terminals are being taken and properly executed. This bodes well for 2027 EBITDA growth. The analyst call had limited news ...
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