reports
Dirk Verbiesen ... (+7)
- Dirk Verbiesen
- Marc Hesselink
- CFA
- Marc Zwartsenburg
- CEFA
- Quirijn Mulder
- Stijn Demeester
Middle East - Iran turmoil/Impact assessment
In this ING equities impact assessment of the situation in the Middle East report, we focus on a selection of 11 companies which we cover and we expect to be impacted by the current situation in the Middle East following the war in Iran, which started on 28 February and has since spread further into the region. We found that every company in this report faces its own challenges in the short term, while we also discuss the longer-term strategic implications.
Bruno Cavalier ... (+4)
- Bruno Cavalier
- Klaus Ringel
- Oliver Metzger
- Stephan Wulf
TKA
THYSSENKRUPP AG
MT ARCELORMITTAL SA
APAML APERAM SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
STF STEF
GLJ GRENKE AG
SZG SALZGITTER AG
EL ESSILORLUXOTTICA SA
KCO KLOECKNER & CO SE
BRBY BURBERRY GROUP PLC
JCQ JACQUET METALS SA
KER KERING SA
VOE VOESTALPINE AG
ACX ACERINOX SA
01913 PRADA S.P.A.
INRN INTERROLL HOLDING AG
PAL PALFINGER AG
AOF ATOSS SOFTWARE AG
TECN TECAN GROUP AG
DLG DE'LONGHI S.P.A.
KARN KARDEX HOLDING AG
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
ZGN ERMENEGILDO ZEGNA NV
BANB BACHEM HOLDING AG
MT ARCELORMITTAL SA
APAML APERAM SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
STF STEF
GLJ GRENKE AG
SZG SALZGITTER AG
EL ESSILORLUXOTTICA SA
KCO KLOECKNER & CO SE
BRBY BURBERRY GROUP PLC
JCQ JACQUET METALS SA
KER KERING SA
VOE VOESTALPINE AG
ACX ACERINOX SA
01913 PRADA S.P.A.
INRN INTERROLL HOLDING AG
PAL PALFINGER AG
AOF ATOSS SOFTWARE AG
TECN TECAN GROUP AG
DLG DE'LONGHI S.P.A.
KARN KARDEX HOLDING AG
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
ZGN ERMENEGILDO ZEGNA NV
BANB BACHEM HOLDING AG
Bruno Cavalier ... (+4)
- Bruno Cavalier
- Klaus Ringel
- Oliver Metzger
- Stephan Wulf
TKA
THYSSENKRUPP AG
MT ARCELORMITTAL SA
APAML APERAM SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
STF STEF
GLJ GRENKE AG
SZG SALZGITTER AG
EL ESSILORLUXOTTICA SA
KCO KLOECKNER & CO SE
BRBY BURBERRY GROUP PLC
JCQ JACQUET METALS SA
KER KERING SA
VOE VOESTALPINE AG
ACX ACERINOX SA
01913 PRADA S.P.A.
INRN INTERROLL HOLDING AG
PAL PALFINGER AG
AOF ATOSS SOFTWARE AG
TECN TECAN GROUP AG
DLG DE'LONGHI S.P.A.
KARN KARDEX HOLDING AG
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
ZGN ERMENEGILDO ZEGNA NV
BANB BACHEM HOLDING AG
MT ARCELORMITTAL SA
APAML APERAM SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
STF STEF
GLJ GRENKE AG
SZG SALZGITTER AG
EL ESSILORLUXOTTICA SA
KCO KLOECKNER & CO SE
BRBY BURBERRY GROUP PLC
JCQ JACQUET METALS SA
KER KERING SA
VOE VOESTALPINE AG
ACX ACERINOX SA
01913 PRADA S.P.A.
INRN INTERROLL HOLDING AG
PAL PALFINGER AG
AOF ATOSS SOFTWARE AG
TECN TECAN GROUP AG
DLG DE'LONGHI S.P.A.
KARN KARDEX HOLDING AG
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
ZGN ERMENEGILDO ZEGNA NV
BANB BACHEM HOLDING AG
Bruno Cavalier ... (+2)
- Bruno Cavalier
- Jean Danjou
TKA
THYSSENKRUPP AG
MT ARCELORMITTAL SA
APAML APERAM SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
SZG SALZGITTER AG
EL ESSILORLUXOTTICA SA
KCO KLOECKNER & CO SE
BRBY BURBERRY GROUP PLC
JCQ JACQUET METALS SA
KER KERING SA
VOE VOESTALPINE AG
ACX ACERINOX SA
01913 PRADA S.P.A.
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
SPIE SPIE SA
RACE FERRARI NV
STM STMICROELECTRONICS NV
ZGN ERMENEGILDO ZEGNA NV
ACLN ACCELLERON INDUSTRIES LTD
MT ARCELORMITTAL SA
APAML APERAM SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
SZG SALZGITTER AG
EL ESSILORLUXOTTICA SA
KCO KLOECKNER & CO SE
BRBY BURBERRY GROUP PLC
JCQ JACQUET METALS SA
KER KERING SA
VOE VOESTALPINE AG
ACX ACERINOX SA
01913 PRADA S.P.A.
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
SPIE SPIE SA
RACE FERRARI NV
STM STMICROELECTRONICS NV
ZGN ERMENEGILDO ZEGNA NV
ACLN ACCELLERON INDUSTRIES LTD
Bruno Cavalier ... (+2)
- Bruno Cavalier
- Jean Danjou
TKA
THYSSENKRUPP AG
MT ARCELORMITTAL SA
APAML APERAM SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
SZG SALZGITTER AG
EL ESSILORLUXOTTICA SA
KCO KLOECKNER & CO SE
BRBY BURBERRY GROUP PLC
JCQ JACQUET METALS SA
KER KERING SA
VOE VOESTALPINE AG
ACX ACERINOX SA
01913 PRADA S.P.A.
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
SPIE SPIE SA
RACE FERRARI NV
STM STMICROELECTRONICS NV
ZGN ERMENEGILDO ZEGNA NV
ACLN ACCELLERON INDUSTRIES LTD
MT ARCELORMITTAL SA
APAML APERAM SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
SZG SALZGITTER AG
EL ESSILORLUXOTTICA SA
KCO KLOECKNER & CO SE
BRBY BURBERRY GROUP PLC
JCQ JACQUET METALS SA
KER KERING SA
VOE VOESTALPINE AG
ACX ACERINOX SA
01913 PRADA S.P.A.
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
SPIE SPIE SA
RACE FERRARI NV
STM STMICROELECTRONICS NV
ZGN ERMENEGILDO ZEGNA NV
ACLN ACCELLERON INDUSTRIES LTD
Klaus Ringel ... (+2)
- Klaus Ringel
- Maxime Kogge
Klaus Ringel ... (+2)
- Klaus Ringel
- Maxime Kogge
Baptiste Lebacq ... (+3)
- Baptiste Lebacq
- Jean-François Granjon
- Luis de Toledo Heras
SLB.N
SCHLUMBERGER NV
GTT GAZTRANSPORT & TECHNIGAZ SA
SBMO SBM OFFSHORE NV
P2F PETROFAC LIMITED
TUB TUBACEX S.A.
SOC SUBSEA 7 S.A.
ROYAL VOPAK NV
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
TRE TECNICAS REUNIDAS SA
TEC TECHNIPFMC PLC
VK VALLOUREC SA
TE TECHNIP ENERGIES NV
DEME DEME GROUP NV
SPM SAIPEM S.P.A.
TEN TENARIS S.A.
VIRI VIRIDIEN
GTT GAZTRANSPORT & TECHNIGAZ SA
SBMO SBM OFFSHORE NV
P2F PETROFAC LIMITED
TUB TUBACEX S.A.
SOC SUBSEA 7 S.A.
ROYAL VOPAK NV
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
TRE TECNICAS REUNIDAS SA
TEC TECHNIPFMC PLC
VK VALLOUREC SA
TE TECHNIP ENERGIES NV
DEME DEME GROUP NV
SPM SAIPEM S.P.A.
TEN TENARIS S.A.
VIRI VIRIDIEN
Baptiste Lebacq ... (+3)
- Baptiste Lebacq
- Jean-François Granjon
- Luis de Toledo Heras
SLB.N
SCHLUMBERGER NV
GTT GAZTRANSPORT & TECHNIGAZ SA
SBMO SBM OFFSHORE NV
P2F PETROFAC LIMITED
TUB TUBACEX S.A.
SOC SUBSEA 7 S.A.
ROYAL VOPAK NV
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
TRE TECNICAS REUNIDAS SA
TEC TECHNIPFMC PLC
VK VALLOUREC SA
TE TECHNIP ENERGIES NV
DEME DEME GROUP NV
SPM SAIPEM S.P.A.
TEN TENARIS S.A.
VIRI VIRIDIEN
GTT GAZTRANSPORT & TECHNIGAZ SA
SBMO SBM OFFSHORE NV
P2F PETROFAC LIMITED
TUB TUBACEX S.A.
SOC SUBSEA 7 S.A.
ROYAL VOPAK NV
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
TRE TECNICAS REUNIDAS SA
TEC TECHNIPFMC PLC
VK VALLOUREC SA
TE TECHNIP ENERGIES NV
DEME DEME GROUP NV
SPM SAIPEM S.P.A.
TEN TENARIS S.A.
VIRI VIRIDIEN
Bruno Cavalier ... (+2)
- Bruno Cavalier
- Jerôme Bodin
IPS
IPSOS
LOGN LOGITECH INTERNATIONAL S.A.
FP TOTAL SE
ENX EURONEXT NV
EQNR EQUINOR ASA
ETL EUTELSAT COMMUNICATIONS SA
GALP GALP ENERGIA SGPS SA CLASS B
SLB.N SCHLUMBERGER NV
MC LVMH MOET HENNESSY LOUIS VUITTON SE
BFIT BASIC-FIT NV
GTT GAZTRANSPORT & TECHNIGAZ SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
SBMO SBM OFFSHORE NV
TFI TELEVISION FRANCAISE 1 SA
ZVTG ZAVAROVALNICA TRIGLAV D.D.
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
ELG ELMOS SEMICONDUCTOR SE
ENI ENI S.P.A.
COTN COMET HOLDING AG
CICN CICOREL HOLDING S.A.
WPP WPP PLC
P2F PETROFAC LIMITED
01913 PRADA S.P.A.
REP REPSOL SA
SAVE SAVENCIA SA
TUB TUBACEX S.A.
SOC SUBSEA 7 S.A.
AIXA AIXTRON SE
ROYAL VOPAK NV
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
SESL SES-IMAGOTAG SA
SAX STROEER SE & CO. KGAA
MONC MONCLER SPA
BCHN BURCKHARDT COMPRESSION HOLDING AG
TWEKA TKH GROUP N.V. CERT
POSR POZAVAROVALNICA SAVA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
BOSN BOSSARD HOLDING AG
SFSN SFS GROUP AG
TRE TECNICAS REUNIDAS SA
COPN COSMO PHARMACEUTICALS NV
TEC TECHNIPFMC PLC
BP. BP P.L.C.
NKT NKT A/S
STM STMICROELECTRONICS NV
NEXI NEXI S.P.A.
DSC1 DUTCH STAR C SHAR
VK VALLOUREC SA
TE TECHNIP ENERGIES NV
ZGN ERMENEGILDO ZEGNA NV
SHEL SHELL PLC
DEME DEME GROUP NV
SPM SAIPEM S.P.A.
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
TEN TENARIS S.A.
VIRI VIRIDIEN
AMS AMS-OSRAM AG
ATO ATOS SE
LOGN LOGITECH INTERNATIONAL S.A.
FP TOTAL SE
ENX EURONEXT NV
EQNR EQUINOR ASA
ETL EUTELSAT COMMUNICATIONS SA
GALP GALP ENERGIA SGPS SA CLASS B
SLB.N SCHLUMBERGER NV
MC LVMH MOET HENNESSY LOUIS VUITTON SE
BFIT BASIC-FIT NV
GTT GAZTRANSPORT & TECHNIGAZ SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
SBMO SBM OFFSHORE NV
TFI TELEVISION FRANCAISE 1 SA
ZVTG ZAVAROVALNICA TRIGLAV D.D.
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
ELG ELMOS SEMICONDUCTOR SE
ENI ENI S.P.A.
COTN COMET HOLDING AG
CICN CICOREL HOLDING S.A.
WPP WPP PLC
P2F PETROFAC LIMITED
01913 PRADA S.P.A.
REP REPSOL SA
SAVE SAVENCIA SA
TUB TUBACEX S.A.
SOC SUBSEA 7 S.A.
AIXA AIXTRON SE
ROYAL VOPAK NV
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
SESL SES-IMAGOTAG SA
SAX STROEER SE & CO. KGAA
MONC MONCLER SPA
BCHN BURCKHARDT COMPRESSION HOLDING AG
TWEKA TKH GROUP N.V. CERT
POSR POZAVAROVALNICA SAVA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
BOSN BOSSARD HOLDING AG
SFSN SFS GROUP AG
TRE TECNICAS REUNIDAS SA
COPN COSMO PHARMACEUTICALS NV
TEC TECHNIPFMC PLC
BP. BP P.L.C.
NKT NKT A/S
STM STMICROELECTRONICS NV
NEXI NEXI S.P.A.
DSC1 DUTCH STAR C SHAR
VK VALLOUREC SA
TE TECHNIP ENERGIES NV
ZGN ERMENEGILDO ZEGNA NV
SHEL SHELL PLC
DEME DEME GROUP NV
SPM SAIPEM S.P.A.
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
TEN TENARIS S.A.
VIRI VIRIDIEN
AMS AMS-OSRAM AG
ATO ATOS SE
Bruno Cavalier ... (+2)
- Bruno Cavalier
- Jerôme Bodin
IPS
IPSOS
LOGN LOGITECH INTERNATIONAL S.A.
FP TOTAL SE
ENX EURONEXT NV
SGO COMPAGNIE DE SAINT-GOBAIN SA
EQNR EQUINOR ASA
ETL EUTELSAT COMMUNICATIONS SA
GALP GALP ENERGIA SGPS SA CLASS B
DGE DIAGEO PLC
G1A GEA GROUP AG
SLB.N SCHLUMBERGER NV
MC LVMH MOET HENNESSY LOUIS VUITTON SE
RI PERNOD RICARD SA
HO THALES SA
GTT GAZTRANSPORT & TECHNIGAZ SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
RCO REMY COINTREAU SA
SBMO SBM OFFSHORE NV
TFI TELEVISION FRANCAISE 1 SA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
MRK MERCK KGAA
KER KERING SA
ELG ELMOS SEMICONDUCTOR SE
ENI ENI S.P.A.
WPP WPP PLC
P2F PETROFAC LIMITED
01913 PRADA S.P.A.
REP REPSOL SA
TUB TUBACEX S.A.
SOC SUBSEA 7 S.A.
AIXA AIXTRON SE
ROYAL VOPAK NV
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
SESL SES-IMAGOTAG SA
SAX STROEER SE & CO. KGAA
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
TRE TECNICAS REUNIDAS SA
TEC TECHNIPFMC PLC
BP. BP P.L.C.
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
NEXI NEXI S.P.A.
DSC1 DUTCH STAR C SHAR
CPR DAVIDE CAMPARI-MILANO N.V.
VK VALLOUREC SA
TE TECHNIP ENERGIES NV
ZGN ERMENEGILDO ZEGNA NV
SHEL SHELL PLC
DEME DEME GROUP NV
SPM SAIPEM S.P.A.
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
TEN TENARIS S.A.
VIRI VIRIDIEN
AMS AMS-OSRAM AG
LOGN LOGITECH INTERNATIONAL S.A.
FP TOTAL SE
ENX EURONEXT NV
SGO COMPAGNIE DE SAINT-GOBAIN SA
EQNR EQUINOR ASA
ETL EUTELSAT COMMUNICATIONS SA
GALP GALP ENERGIA SGPS SA CLASS B
DGE DIAGEO PLC
G1A GEA GROUP AG
SLB.N SCHLUMBERGER NV
MC LVMH MOET HENNESSY LOUIS VUITTON SE
RI PERNOD RICARD SA
HO THALES SA
GTT GAZTRANSPORT & TECHNIGAZ SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
RCO REMY COINTREAU SA
SBMO SBM OFFSHORE NV
TFI TELEVISION FRANCAISE 1 SA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
MRK MERCK KGAA
KER KERING SA
ELG ELMOS SEMICONDUCTOR SE
ENI ENI S.P.A.
WPP WPP PLC
P2F PETROFAC LIMITED
01913 PRADA S.P.A.
REP REPSOL SA
TUB TUBACEX S.A.
SOC SUBSEA 7 S.A.
AIXA AIXTRON SE
ROYAL VOPAK NV
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
SESL SES-IMAGOTAG SA
SAX STROEER SE & CO. KGAA
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
TRE TECNICAS REUNIDAS SA
TEC TECHNIPFMC PLC
BP. BP P.L.C.
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
NEXI NEXI S.P.A.
DSC1 DUTCH STAR C SHAR
CPR DAVIDE CAMPARI-MILANO N.V.
VK VALLOUREC SA
TE TECHNIP ENERGIES NV
ZGN ERMENEGILDO ZEGNA NV
SHEL SHELL PLC
DEME DEME GROUP NV
SPM SAIPEM S.P.A.
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
TEN TENARIS S.A.
VIRI VIRIDIEN
AMS AMS-OSRAM AG
Bruno Cavalier ... (+2)
- Bruno Cavalier
- Jerôme Bodin
IPS
IPSOS
LOGN LOGITECH INTERNATIONAL S.A.
FP TOTAL SE
ENX EURONEXT NV
EQNR EQUINOR ASA
ETL EUTELSAT COMMUNICATIONS SA
GALP GALP ENERGIA SGPS SA CLASS B
SLB.N SCHLUMBERGER NV
MC LVMH MOET HENNESSY LOUIS VUITTON SE
BFIT BASIC-FIT NV
GTT GAZTRANSPORT & TECHNIGAZ SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
SBMO SBM OFFSHORE NV
TFI TELEVISION FRANCAISE 1 SA
ZVTG ZAVAROVALNICA TRIGLAV D.D.
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
ELG ELMOS SEMICONDUCTOR SE
ENI ENI S.P.A.
COTN COMET HOLDING AG
CICN CICOREL HOLDING S.A.
WPP WPP PLC
P2F PETROFAC LIMITED
01913 PRADA S.P.A.
REP REPSOL SA
SAVE SAVENCIA SA
TUB TUBACEX S.A.
SOC SUBSEA 7 S.A.
AIXA AIXTRON SE
ROYAL VOPAK NV
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
SESL SES-IMAGOTAG SA
SAX STROEER SE & CO. KGAA
MONC MONCLER SPA
BCHN BURCKHARDT COMPRESSION HOLDING AG
TWEKA TKH GROUP N.V. CERT
POSR POZAVAROVALNICA SAVA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
BOSN BOSSARD HOLDING AG
SFSN SFS GROUP AG
TRE TECNICAS REUNIDAS SA
COPN COSMO PHARMACEUTICALS NV
TEC TECHNIPFMC PLC
BP. BP P.L.C.
NKT NKT A/S
STM STMICROELECTRONICS NV
NEXI NEXI S.P.A.
DSC1 DUTCH STAR C SHAR
VK VALLOUREC SA
TE TECHNIP ENERGIES NV
ZGN ERMENEGILDO ZEGNA NV
SHEL SHELL PLC
DEME DEME GROUP NV
SPM SAIPEM S.P.A.
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
TEN TENARIS S.A.
VIRI VIRIDIEN
AMS AMS-OSRAM AG
ATO ATOS SE
LOGN LOGITECH INTERNATIONAL S.A.
FP TOTAL SE
ENX EURONEXT NV
EQNR EQUINOR ASA
ETL EUTELSAT COMMUNICATIONS SA
GALP GALP ENERGIA SGPS SA CLASS B
SLB.N SCHLUMBERGER NV
MC LVMH MOET HENNESSY LOUIS VUITTON SE
BFIT BASIC-FIT NV
GTT GAZTRANSPORT & TECHNIGAZ SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
SBMO SBM OFFSHORE NV
TFI TELEVISION FRANCAISE 1 SA
ZVTG ZAVAROVALNICA TRIGLAV D.D.
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
ELG ELMOS SEMICONDUCTOR SE
ENI ENI S.P.A.
COTN COMET HOLDING AG
CICN CICOREL HOLDING S.A.
WPP WPP PLC
P2F PETROFAC LIMITED
01913 PRADA S.P.A.
REP REPSOL SA
SAVE SAVENCIA SA
TUB TUBACEX S.A.
SOC SUBSEA 7 S.A.
AIXA AIXTRON SE
ROYAL VOPAK NV
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
SESL SES-IMAGOTAG SA
SAX STROEER SE & CO. KGAA
MONC MONCLER SPA
BCHN BURCKHARDT COMPRESSION HOLDING AG
TWEKA TKH GROUP N.V. CERT
POSR POZAVAROVALNICA SAVA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
BOSN BOSSARD HOLDING AG
SFSN SFS GROUP AG
TRE TECNICAS REUNIDAS SA
COPN COSMO PHARMACEUTICALS NV
TEC TECHNIPFMC PLC
BP. BP P.L.C.
NKT NKT A/S
STM STMICROELECTRONICS NV
NEXI NEXI S.P.A.
DSC1 DUTCH STAR C SHAR
VK VALLOUREC SA
TE TECHNIP ENERGIES NV
ZGN ERMENEGILDO ZEGNA NV
SHEL SHELL PLC
DEME DEME GROUP NV
SPM SAIPEM S.P.A.
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
TEN TENARIS S.A.
VIRI VIRIDIEN
AMS AMS-OSRAM AG
ATO ATOS SE
Bruno Cavalier ... (+2)
- Bruno Cavalier
- Jerôme Bodin
IPS
IPSOS
LOGN LOGITECH INTERNATIONAL S.A.
FP TOTAL SE
ENX EURONEXT NV
SGO COMPAGNIE DE SAINT-GOBAIN SA
EQNR EQUINOR ASA
ETL EUTELSAT COMMUNICATIONS SA
GALP GALP ENERGIA SGPS SA CLASS B
DGE DIAGEO PLC
G1A GEA GROUP AG
SLB.N SCHLUMBERGER NV
MC LVMH MOET HENNESSY LOUIS VUITTON SE
RI PERNOD RICARD SA
HO THALES SA
GTT GAZTRANSPORT & TECHNIGAZ SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
RCO REMY COINTREAU SA
SBMO SBM OFFSHORE NV
TFI TELEVISION FRANCAISE 1 SA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
MRK MERCK KGAA
KER KERING SA
ELG ELMOS SEMICONDUCTOR SE
ENI ENI S.P.A.
WPP WPP PLC
P2F PETROFAC LIMITED
01913 PRADA S.P.A.
REP REPSOL SA
TUB TUBACEX S.A.
SOC SUBSEA 7 S.A.
AIXA AIXTRON SE
ROYAL VOPAK NV
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
SESL SES-IMAGOTAG SA
SAX STROEER SE & CO. KGAA
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
TRE TECNICAS REUNIDAS SA
TEC TECHNIPFMC PLC
BP. BP P.L.C.
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
NEXI NEXI S.P.A.
DSC1 DUTCH STAR C SHAR
CPR DAVIDE CAMPARI-MILANO N.V.
VK VALLOUREC SA
TE TECHNIP ENERGIES NV
ZGN ERMENEGILDO ZEGNA NV
SHEL SHELL PLC
DEME DEME GROUP NV
SPM SAIPEM S.P.A.
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
TEN TENARIS S.A.
VIRI VIRIDIEN
AMS AMS-OSRAM AG
LOGN LOGITECH INTERNATIONAL S.A.
FP TOTAL SE
ENX EURONEXT NV
SGO COMPAGNIE DE SAINT-GOBAIN SA
EQNR EQUINOR ASA
ETL EUTELSAT COMMUNICATIONS SA
GALP GALP ENERGIA SGPS SA CLASS B
DGE DIAGEO PLC
G1A GEA GROUP AG
SLB.N SCHLUMBERGER NV
MC LVMH MOET HENNESSY LOUIS VUITTON SE
RI PERNOD RICARD SA
HO THALES SA
GTT GAZTRANSPORT & TECHNIGAZ SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
RCO REMY COINTREAU SA
SBMO SBM OFFSHORE NV
TFI TELEVISION FRANCAISE 1 SA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
MRK MERCK KGAA
KER KERING SA
ELG ELMOS SEMICONDUCTOR SE
ENI ENI S.P.A.
WPP WPP PLC
P2F PETROFAC LIMITED
01913 PRADA S.P.A.
REP REPSOL SA
TUB TUBACEX S.A.
SOC SUBSEA 7 S.A.
AIXA AIXTRON SE
ROYAL VOPAK NV
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
SESL SES-IMAGOTAG SA
SAX STROEER SE & CO. KGAA
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
TRE TECNICAS REUNIDAS SA
TEC TECHNIPFMC PLC
BP. BP P.L.C.
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
NEXI NEXI S.P.A.
DSC1 DUTCH STAR C SHAR
CPR DAVIDE CAMPARI-MILANO N.V.
VK VALLOUREC SA
TE TECHNIP ENERGIES NV
ZGN ERMENEGILDO ZEGNA NV
SHEL SHELL PLC
DEME DEME GROUP NV
SPM SAIPEM S.P.A.
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
TEN TENARIS S.A.
VIRI VIRIDIEN
AMS AMS-OSRAM AG
INFINEON
INFINEON TECHNOLOGIES AG
FP TOTAL SE
EDEN EDENRED SA
EQNR EQUINOR ASA
SESGL SES SA FDR (CLASS A)
GALP GALP ENERGIA SGPS SA CLASS B
PBB DEUTSCHE PFANDBRIEFBANK AG
LXS LANXESS AG
ENI ENI S.P.A.
COTN COMET HOLDING AG
REP REPSOL SA
SAVE SAVENCIA SA
SOI SOITEC SA
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
SLIGR SLIGRO FOOD GROUP N.V.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
SAX STROEER SE & CO. KGAA
BPOST BPOST SA
MELE MELEXIS NV
TIT TELECOM ITALIA S.P.A.
RENE REDES ENERGETICAS NACIONAIS SA
SFSN SFS GROUP AG
MOB MOBILEZONE HOLDING AG
FNTN FREENET AG
IDR INDRA SISTEMAS S.A. CLASS A
SAE SHOP APOTHEKE EUROPE NV
BP. BP P.L.C.
DUE DURR AG
REY REPLY S.P.A.
VOS VOSSLOH AG
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
WAVE WAVESTONE SA
GRP GREENCOAT RENEWABLES
AG1 AUTO1 GROUP
NA9 NAGARRO
DSY DASSAULT SYSTEMES SA
ECMPA EUROCOMMERCIAL PROPERTIES NV
FUR FUGRO NV
OVH OVH GROUPE
SHEL SHELL PLC
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
ARM ARM HOLDINGS PLC
R3NK RENK GROUP AG
EXENS EXOSENS
4X0 STEYR MOTORS AG
ALHG LOUIS HACHETTE GROUP
FP TOTAL SE
EDEN EDENRED SA
EQNR EQUINOR ASA
SESGL SES SA FDR (CLASS A)
GALP GALP ENERGIA SGPS SA CLASS B
PBB DEUTSCHE PFANDBRIEFBANK AG
LXS LANXESS AG
ENI ENI S.P.A.
COTN COMET HOLDING AG
REP REPSOL SA
SAVE SAVENCIA SA
SOI SOITEC SA
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
SLIGR SLIGRO FOOD GROUP N.V.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
SAX STROEER SE & CO. KGAA
BPOST BPOST SA
MELE MELEXIS NV
TIT TELECOM ITALIA S.P.A.
RENE REDES ENERGETICAS NACIONAIS SA
SFSN SFS GROUP AG
MOB MOBILEZONE HOLDING AG
FNTN FREENET AG
IDR INDRA SISTEMAS S.A. CLASS A
SAE SHOP APOTHEKE EUROPE NV
BP. BP P.L.C.
DUE DURR AG
REY REPLY S.P.A.
VOS VOSSLOH AG
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
WAVE WAVESTONE SA
GRP GREENCOAT RENEWABLES
AG1 AUTO1 GROUP
NA9 NAGARRO
DSY DASSAULT SYSTEMES SA
ECMPA EUROCOMMERCIAL PROPERTIES NV
FUR FUGRO NV
OVH OVH GROUPE
SHEL SHELL PLC
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
ARM ARM HOLDINGS PLC
R3NK RENK GROUP AG
EXENS EXOSENS
4X0 STEYR MOTORS AG
ALHG LOUIS HACHETTE GROUP
INFINEON
INFINEON TECHNOLOGIES AG
FP TOTAL SE
EDEN EDENRED SA
EQNR EQUINOR ASA
SESGL SES SA FDR (CLASS A)
GALP GALP ENERGIA SGPS SA CLASS B
PBB DEUTSCHE PFANDBRIEFBANK AG
LXS LANXESS AG
ENI ENI S.P.A.
COTN COMET HOLDING AG
REP REPSOL SA
SAVE SAVENCIA SA
SOI SOITEC SA
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
SLIGR SLIGRO FOOD GROUP N.V.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
SAX STROEER SE & CO. KGAA
BPOST BPOST SA
MELE MELEXIS NV
TIT TELECOM ITALIA S.P.A.
SFSN SFS GROUP AG
MOB MOBILEZONE HOLDING AG
FNTN FREENET AG
IDR INDRA SISTEMAS S.A. CLASS A
SAE SHOP APOTHEKE EUROPE NV
BP. BP P.L.C.
DUE DURR AG
REY REPLY S.P.A.
VOS VOSSLOH AG
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
WAVE WAVESTONE SA
GRP GREENCOAT RENEWABLES
AG1 AUTO1 GROUP
NA9 NAGARRO
DSY DASSAULT SYSTEMES SA
ECMPA EUROCOMMERCIAL PROPERTIES NV
FUR FUGRO NV
OVH OVH GROUPE
SHEL SHELL PLC
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
ARM ARM HOLDINGS PLC
R3NK RENK GROUP AG
EXENS EXOSENS
4X0 STEYR MOTORS AG
ALHG LOUIS HACHETTE GROUP
FP TOTAL SE
EDEN EDENRED SA
EQNR EQUINOR ASA
SESGL SES SA FDR (CLASS A)
GALP GALP ENERGIA SGPS SA CLASS B
PBB DEUTSCHE PFANDBRIEFBANK AG
LXS LANXESS AG
ENI ENI S.P.A.
COTN COMET HOLDING AG
REP REPSOL SA
SAVE SAVENCIA SA
SOI SOITEC SA
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
SLIGR SLIGRO FOOD GROUP N.V.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
SAX STROEER SE & CO. KGAA
BPOST BPOST SA
MELE MELEXIS NV
TIT TELECOM ITALIA S.P.A.
SFSN SFS GROUP AG
MOB MOBILEZONE HOLDING AG
FNTN FREENET AG
IDR INDRA SISTEMAS S.A. CLASS A
SAE SHOP APOTHEKE EUROPE NV
BP. BP P.L.C.
DUE DURR AG
REY REPLY S.P.A.
VOS VOSSLOH AG
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
WAVE WAVESTONE SA
GRP GREENCOAT RENEWABLES
AG1 AUTO1 GROUP
NA9 NAGARRO
DSY DASSAULT SYSTEMES SA
ECMPA EUROCOMMERCIAL PROPERTIES NV
FUR FUGRO NV
OVH OVH GROUPE
SHEL SHELL PLC
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
ARM ARM HOLDINGS PLC
R3NK RENK GROUP AG
EXENS EXOSENS
4X0 STEYR MOTORS AG
ALHG LOUIS HACHETTE GROUP
ING Helpdesk
- ING Helpdesk
Benelux Morning Notes
Ahold Delhaize: Peer Kroger 4Q25 results. bpost: 4Q25/FY25 result in line, no dividend, FY26 outlook in line, assumptions optimistic. Eurocommercial Properties: Cautious guidance despite Swedish acquisition. Sligro: Feedback from group CMD. Universal Music Group: In line clean EBITDA, FCF below, US listing shelved
Robert Jan Vos
- Robert Jan Vos
Guy Sips ... (+10)
- Guy Sips
- Jacob Mekhael
- Kristof Samoy
- Livio Luyten
- Lynn Hautekeete
- Michiel Declercq
- Thibault Leneeuw
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
Dynamic Top Pick List Update March 2026: Removing Aedifica – Adding Pr...
The tariff war between US and China has eased, but with the Iran conflict and an erratic Trump, uncertainty will continue into 2027. Energy prices have gone ballistic, with gas prices doubling in Europe and has hit the cyclical stocks hard. The highly anticipated AI productivity gains also will have to transpire sooner or later or a US market correction becomes unavoidable. While the macro-economic impact has been limited so far, a prolonged uncertain situation will result in economic damage. We...
PROX
PROXIMUS SA DE DROIT PUBLIC
WKL WOLTERS KLUWER NV
EVS EVS BROADCAST EQUIPMENT SA
UCB UCB S.A.
DIE D'IETEREN SA
SOF SOFINA SA
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
WKL WOLTERS KLUWER NV
EVS EVS BROADCAST EQUIPMENT SA
UCB UCB S.A.
DIE D'IETEREN SA
SOF SOFINA SA
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
Delphine Brault ... (+6)
- Delphine Brault
- Emira Sagaama
- Juan Ros-Padilla
- Luis de Toledo Heras
- Marc Lavaud
- Nathan Mietlicki
LR
LEGRAND
EDP EDP-ENERGIAS DE PORTUGAL SA
MT ARCELORMITTAL SA
GALP GALP ENERGIA SGPS SA CLASS B
BVI BUREAU VERITAS SA
BEKB BEKAERT SA
SU SCHNEIDER ELECTRIC SE
BKW BKW AG
KNEBV KONE OYJ CLASS B
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
HO THALES SA
SSAB A SSAB AB CLASS A
ABB ABB LTD.
SAND SANDVIK AB
KNIN KUEHNE & NAGEL INTERNATIONAL AG
RXL REXEL SA
SZG SALZGITTER AG
BEI BEIERSDORF AG
ITRK INTERTEK GROUP PLC
VOE VOESTALPINE AG
ACX ACERINOX SA
G ASSICURAZIONI GENERALI S.P.A.
ALO ALSTOM SA
SCHP SCHINDLER HOLDING AG PREF
AIR AIRBUS SE
ERA ERAMET SA
REP REPSOL SA
NDA AURUBIS AG
DOKA DORMAKABA HOLDING AG
MOCORP METSO OUTOTEC OYJ
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
ASRNL ASR NEDERLAND NV
ITX INDUSTRIA DE DISENO TEXTIL S.A.
ASSA B ASSA ABLOY AB CLASS B
NVG NAVIGATOR COMPANY SA
YPSN YPSOMED HOLDING AG
SPIE SPIE SA
VACN VAT GROUP AG
RIO RIO TINTO PLC
SIE SIEMENS AG
BHP BHP GROUP LTD
DHER DELIVERY HERO SE
AMAG AMAG AUSTRIA METALL AG
VOS VOSSLOH AG
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
SIGN SIG COMBIBLOC GROUP LTD
KBX KNORR-BREMSE AG
SRAIL STADLER RAIL AG
ENR SIEMENS ENERGY AG
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
VUL VULCAN ENERGY RESOURCES
EPI A EPIROC AB
ATCO A ATLAS COPCO AB
SGSN SGS SA
AAL ANGLO AMERICAN PLC
AENA AENA S.M.E. SA
CIRSA CIRSA ENTERPRISES S.A.
EDP EDP-ENERGIAS DE PORTUGAL SA
MT ARCELORMITTAL SA
GALP GALP ENERGIA SGPS SA CLASS B
BVI BUREAU VERITAS SA
BEKB BEKAERT SA
SU SCHNEIDER ELECTRIC SE
BKW BKW AG
KNEBV KONE OYJ CLASS B
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
HO THALES SA
SSAB A SSAB AB CLASS A
ABB ABB LTD.
SAND SANDVIK AB
KNIN KUEHNE & NAGEL INTERNATIONAL AG
RXL REXEL SA
SZG SALZGITTER AG
BEI BEIERSDORF AG
ITRK INTERTEK GROUP PLC
VOE VOESTALPINE AG
ACX ACERINOX SA
G ASSICURAZIONI GENERALI S.P.A.
ALO ALSTOM SA
SCHP SCHINDLER HOLDING AG PREF
AIR AIRBUS SE
ERA ERAMET SA
REP REPSOL SA
NDA AURUBIS AG
DOKA DORMAKABA HOLDING AG
MOCORP METSO OUTOTEC OYJ
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
ASRNL ASR NEDERLAND NV
ITX INDUSTRIA DE DISENO TEXTIL S.A.
ASSA B ASSA ABLOY AB CLASS B
NVG NAVIGATOR COMPANY SA
YPSN YPSOMED HOLDING AG
SPIE SPIE SA
VACN VAT GROUP AG
RIO RIO TINTO PLC
SIE SIEMENS AG
BHP BHP GROUP LTD
DHER DELIVERY HERO SE
AMAG AMAG AUSTRIA METALL AG
VOS VOSSLOH AG
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
SIGN SIG COMBIBLOC GROUP LTD
KBX KNORR-BREMSE AG
SRAIL STADLER RAIL AG
ENR SIEMENS ENERGY AG
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
VUL VULCAN ENERGY RESOURCES
EPI A EPIROC AB
ATCO A ATLAS COPCO AB
SGSN SGS SA
AAL ANGLO AMERICAN PLC
AENA AENA S.M.E. SA
CIRSA CIRSA ENTERPRISES S.A.
Delphine Brault ... (+4)
- Delphine Brault
- Juan Ros-Padilla
- Luis de Toledo Heras
- Nathan Mietlicki
LR
LEGRAND
EDP EDP-ENERGIAS DE PORTUGAL SA
MT ARCELORMITTAL SA
BVI BUREAU VERITAS SA
BEKB BEKAERT SA
SU SCHNEIDER ELECTRIC SE
KNEBV KONE OYJ CLASS B
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
OSE OSE IMMUNOTHERAPEUTICS SA
SSAB A SSAB AB CLASS A
ABB ABB LTD.
SAND SANDVIK AB
RXL REXEL SA
SZG SALZGITTER AG
ITRK INTERTEK GROUP PLC
VOE VOESTALPINE AG
ACX ACERINOX SA
ALO ALSTOM SA
SCHP SCHINDLER HOLDING AG PREF
ERA ERAMET SA
REP REPSOL SA
NDA AURUBIS AG
DOKA DORMAKABA HOLDING AG
MOCORP METSO OUTOTEC OYJ
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
CPINV CARE PROPERTY INVEST SA
ITX INDUSTRIA DE DISENO TEXTIL S.A.
ASSA B ASSA ABLOY AB CLASS B
NVG NAVIGATOR COMPANY SA
RIO RIO TINTO PLC
SIE SIEMENS AG
BHP BHP GROUP LTD
AMAG AMAG AUSTRIA METALL AG
VOS VOSSLOH AG
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
S92 SMA SOLAR TECHNOLOGY AG
KBX KNORR-BREMSE AG
THEP THERMADOR HOLDING SA
SRAIL STADLER RAIL AG
ENR SIEMENS ENERGY AG
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
VUL VULCAN ENERGY RESOURCES
AG1 AUTO1 GROUP
OVH OVH GROUPE
EPI A EPIROC AB
ALLFG ALLFUNDS (UK) LTD
ATCO A ATLAS COPCO AB
SGSN SGS SA
AAL ANGLO AMERICAN PLC
AENA AENA S.M.E. SA
SHA SCHAEFFLER AG
CIRSA CIRSA ENTERPRISES S.A.
EDP EDP-ENERGIAS DE PORTUGAL SA
MT ARCELORMITTAL SA
BVI BUREAU VERITAS SA
BEKB BEKAERT SA
SU SCHNEIDER ELECTRIC SE
KNEBV KONE OYJ CLASS B
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
OSE OSE IMMUNOTHERAPEUTICS SA
SSAB A SSAB AB CLASS A
ABB ABB LTD.
SAND SANDVIK AB
RXL REXEL SA
SZG SALZGITTER AG
ITRK INTERTEK GROUP PLC
VOE VOESTALPINE AG
ACX ACERINOX SA
ALO ALSTOM SA
SCHP SCHINDLER HOLDING AG PREF
ERA ERAMET SA
REP REPSOL SA
NDA AURUBIS AG
DOKA DORMAKABA HOLDING AG
MOCORP METSO OUTOTEC OYJ
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
CPINV CARE PROPERTY INVEST SA
ITX INDUSTRIA DE DISENO TEXTIL S.A.
ASSA B ASSA ABLOY AB CLASS B
NVG NAVIGATOR COMPANY SA
RIO RIO TINTO PLC
SIE SIEMENS AG
BHP BHP GROUP LTD
AMAG AMAG AUSTRIA METALL AG
VOS VOSSLOH AG
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
S92 SMA SOLAR TECHNOLOGY AG
KBX KNORR-BREMSE AG
THEP THERMADOR HOLDING SA
SRAIL STADLER RAIL AG
ENR SIEMENS ENERGY AG
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
VUL VULCAN ENERGY RESOURCES
AG1 AUTO1 GROUP
OVH OVH GROUPE
EPI A EPIROC AB
ALLFG ALLFUNDS (UK) LTD
ATCO A ATLAS COPCO AB
SGSN SGS SA
AAL ANGLO AMERICAN PLC
AENA AENA S.M.E. SA
SHA SCHAEFFLER AG
CIRSA CIRSA ENTERPRISES S.A.
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