reports
- Dave Nicoski
- Ross LaDuke
Vermilion Short Shots: Technically Vulnerable Stocks
Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.
MAN MANPOWERGROUP
LII LENNOX INTERNATIONAL INC.
ITW ILLINOIS TOOL WORKS INC.
LNG CHENIERE ENERGY INC.
ABM ABM INDUSTRIES INCORPORATED
VRSK VERISK ANALYTICS INC
TYL TYLER TECHNOLOGIES INC.
TXN TEXAS INSTRUMENTS INCORPORATED
TNET TRINET GROUP INC.
RHI ROBERT HALF INTERNATIONAL INC.
KMB KIMBERLY-CLARK CORPORATION
FFIV F5 NETWORKS INC.
FDS FACTSET RESEARCH SYSTEMS INC.
FAST FASTENAL COMPANY
EXPO EXPONENT INC.
EEFT EURONET WORLDWIDE INC.
DECK DECKERS OUTDOOR CORPORATION
CLX CLOROX COMPANY
CL COLGATE-PALMOLIVE COMPANY
BAH BOOZ ALLEN HAMILTON HOLDING CORPORATION CLASS A
APOG APOGEE ENTERPRISES INC.
ALSN ALLISON TRANSMISSION HOLDINGS INC.
ADP AUTOMATIC DATA PROCESSING INC.
WFT. WEST FRASER TIMBER CO. LTD.
LZB LAZBOY INCORPORATED
WM WALLBRIDGE MINING CO. LTD.
CWST CASELLA WASTE SYSTEMS INC. CLASS A
HNI HNI CORPORATION
RSG REPUBLIC SERVICES INC.
TREX TREX COMPANY INC.
AOS A. O. SMITH CORPORATION
GGG GIAIPHONG MOTOR JSC
LI LI AUTO INC. SPONSORED ADR CLASS A
HPK HIGHPEAK ENERGY INC (A)
UFPI UFP INDUSTRIES INC.
GFL GFL ENVIRONMENTAL INC
FOUR SHIFT4 PAYMENTS
ONON ON HLDNG AG
2VZ LEONARDO DRS INC.
KNF KNIFE RIVER CORPORATION
BIRK BIRKENSTOCK HOLDING PLC
CPAY CORPAY INC.
Robert Half Inc: 1 director
A director at Robert Half Inc sold 6,505 shares at 28.872USD 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 ...
- ING Helpdesk
Benelux Morning Notes
Arcadis: Feedback from conference call 3Q25. Belgian telcos: Telenet positive net adds in broadband, near ECM decision. CTP: 34k sqm lease signed in Poland. Eurocommercial Properties: Organic momentum is getting stronger. Fugro: Reasonable 3Q, challenging 4Q and beyond. Heijmans: Order book quality improves further. KPN: VodafoneZiggo guidance maintained, ECM decision near. Proximus: CPaaS peer Twilio reports strong 3Q25 results. Retail Estates: Jysk new tenant of 5 Leen Bakker B...
- Jonathan Moreland
TCBI TEXAS CAPITAL BANCSHARES INC.
RHI ROBERT HALF INTERNATIONAL INC.
EVEREST RE GROUP LTD.
FMNB FARMERS NATIONAL BANC CORP.
CINF CINCINNATI FINANCIAL CORPORATION
BAH BOOZ ALLEN HAMILTON HOLDING CORPORATION CLASS A
ASA ASA
GAM GENERAL AMERICAN INVESTORS CO. INC.
INBK FIRST INTERNET BANCORP
GCBC GREENE COUNTY BANCORP INC.
ITGR INTEGER HOLDINGS CORPORATION
WDFC WD-40 COMPANY
CHMG CHEMUNG FINANCIAL CORP.
CGEM CULLINAN ONCOLOGY INC
CLS CELESTICA INC.
GF THE NEW GERMANY FUND
ECF INC.
STBA ELLSWORTH FUND LTD
S&T BANCORP
INC.
- ING Helpdesk
Benelux Morning Notes
Adyen: 3Q25 results – solid net revenue, FY25 guidance reiterated. Aedifica: Guidance raised, positive tenant trends and good portfolio valuation. Ageas: China Taiping Life 3Q25 Solvency much lower, remains solid. Allfunds Group PLC: Strong flows. ASM International: 3Q25 results - disappointing orders, much better margins. Corbion: Iron wills and nerves of steel. Lotus Bakeries: peer Mondelez 3Q25 results. Melexis: 3Q25 results, ongoing gross margin pressure. Staffing: Dutch figs...
- Hybridan Team
Hybridan Small Cap Feast: 23 October 2025
23rd October 2025 @HybridanLLP * A corporate client of Hybridan LLP. ** Potential means Intention to Float (ITF) or similar announcement has been made. ***Arranged by type of listing and date of announcement. ****Alphabetically arranged and priced on Share Price and Market Capitalisation during the time of writing on the day of Publication. Dish of the day Admissions: None Delistings: None What’s baking in the oven? Potential** Initial ...
- Chaima Ferrandon
- Sven Edelfelt
HEIA HEINEKEN NV
EDEN EDENRED SA
IPN IPSEN SA
ENGI ENGIE SA.
BNP BNP PARIBAS SA CLASS A
ADS ADIDAS AG
FGR EIFFAGE SA
ULVR UNILEVER PLC
GLE SOCIETE GENERALE S.A. CLASS A
KBC KBC GROUP N.V.
OR L'OREAL SA
RAND RANDSTAD NV
GRF GRIFOLS S.A. CLASS A
ANA ACCIONA SA
GRF.P GRIFOLS S.A. PREF CLASS B
AKZA AKZO NOBEL N.V.
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
- Chaima Ferrandon
- Sven Edelfelt
HEIA HEINEKEN NV
EDEN EDENRED SA
IPN IPSEN SA
ENGI ENGIE SA.
BNP BNP PARIBAS SA CLASS A
ADS ADIDAS AG
FGR EIFFAGE SA
ULVR UNILEVER PLC
GLE SOCIETE GENERALE S.A. CLASS A
KBC KBC GROUP N.V.
OR L'OREAL SA
RAND RANDSTAD NV
GRF GRIFOLS S.A. CLASS A
ANA ACCIONA SA
GRF.P GRIFOLS S.A. PREF CLASS B
AKZA AKZO NOBEL N.V.
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
- ING Helpdesk
Benelux Morning Notes
AkzoNobel: 3Q25 in-line, FY guidance trimmed, €300m provision for Ichthys court case. Gimv: ImCheck Therapeutics checked out. Heineken: 3Q25 trading update; outlook FY25 slightly lowered. KPN: Ziggo 2Gbits internet roll out for c.7m homes by end 2025, full Netherlands by 2026. Randstad: 3Q25 result beats 5%; outlook 4Q25 also beats; strong OPEX performance
- Guy Sips
- Livio Luyten
- Thomas Couvreur
- Wim Hoste
- Konrad Zomer
- Thomas Couvreur
Randstad Strong cost control compensates for weak top-line
Randstad has managed to maintain a solid bottom-line thanks to again very strong cost control. The top-line is still struggling, with a gross margin of 18.4% being the lowest level since 2016. Outlook isn't seeing volume improvements in October, with costs expected to increase in 4Q. We lowered our FY25-FY28 estimates, resulting in a new TP of €40.5. We reiterate our Accumulate rating.
- Hybridan Team
- Jon Levinson
Friday Take Away: 17 October 2025
Friday Takeaway from UK Small Caps This will delve a little deeper on individual companies and focus on non-house stocks under £200m market capitalisation to raise awareness 17th October 2025 Alphabetically arranged Share prices and market capitalisations taken from Alpha Terminal from the current price on the day of publication. Top three shareholders are taken from the websites of the companies that we are writing about, unless there is a more up to date TR-1 noti...
- ING Helpdesk
Benelux Morning Notes
ABN AMRO: 3Q may still support shares to CMD. Aedifica: €13m investment in the Netherlands. Basic-Fit: Strong 3Q25 results; beat on membership ingrowth, on track to reiterated FY25. BE Semiconductor Industries: 3Q25 Preview, order intake is key. IMCD: Acquisition of Dong Yang FT. RELX: Preview 9M25. Signify: 3Q25 preview, more back-end loaded. Staffing: Manpower 3Q25 in line on better revenue trend, 4Q25 outlook cautious. WDP: Results in line, guidance reconfirmed
- Julian Dobrovolschi
PUB PUBLICIS GROUPE SA
GIVN GIVAUDAN SA
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
ADEN ADECCO GROUP AG
LSEG LONDON STOCK EXCHANGE GROUP PLC
FHZN FLUGHAFEN ZURICH AG
RAND RANDSTAD NV
ZAL ZALANDO SE
RIO RIO TINTO PLC
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
AGN AEGON N.V.
- Julian Dobrovolschi
PUB PUBLICIS GROUPE SA
GIVN GIVAUDAN SA
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
ADEN ADECCO GROUP AG
LSEG LONDON STOCK EXCHANGE GROUP PLC
FHZN FLUGHAFEN ZURICH AG
RAND RANDSTAD NV
ZAL ZALANDO SE
RIO RIO TINTO PLC
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
AGN AEGON N.V.
- Konrad Zomer
- ING Helpdesk
Benelux Morning Notes
Ahold Delhaize: 3Q25 preview - USD headwind to take centre stage. Basic-Fit: 3Q25 results preview, new consensus, we expect strong membership ingrowth. Fagron: 3Q25 growth hiccup in N America, strong organic performance in EMEA, Latam. Lotus Bakeries: UK VAT conflict for Näkd negatively impacts 2024 profitability. Ontex: 3Q25 preview: consensus implies a second profit warning for FY25F. Randstad: Preview 3Q25F results due 22 October; consensus released. Staffing: French revenue impro...
- ING Helpdesk
Benelux Morning Notes
Aedifica: €21m investment in the development of 3 care homes in Finland. CTP: Highlights from 2-day CMD in Germany. dsm-firmenich: Softly does it. Prosus: Expanding the ecosystem. Randstad: Preliminary preview 3Q25F results due 22 October. TKH Group: Change is coming. UCB: Renewed tariff threat on US branded pharma unlikely to affect UCB
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