reports
- Pierre FerraguÊ
The Tech Infrastructure Quarterly Bible 3Q24
We publish today our comprehensive Quarterly Bible: 238 pages of detailed analyses on what happened in the last 3 months, and how we interpret it, in light of our current convictions. The first section acts as a PM summary, outlining our key findings, and latest thoughts on the semi cycle, in 6 slides.
ANET ARISTA NETWORKS INC.
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
TSLA TESLA INC
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
LRCX LAM RESEARCH CORPORATION
INTC INTEL CORPORATION
AMAT APPLIED MATERIALS INC.
NOKIA NOKIA OYJ
BSI BE SEMICONDUCTOR INDUSTRIES N.V.
2330 TSMC
SOI SOITEC SA
9984 SOFTBANK GROUP CORP.
8035 TOKYO ELECTRON LTD.
KLAC KLA CORPORATION
NOAA NOKIA TRADEGATE EXCHANGE
CSCO ASML HOLDING N.V.
ASML CISCO SYSTEMS INC.
AMD ASML HOLDING NV
AAPL ADVANCED MICRO DEVICES INC.
MSFT APPLE INC.
AVGO MICROSOFT CORPORATION
SOH1 BROADCOM INC.
BESI SOITEC
UBER UBER TECHNOLOGIES INC.
ERIC.B ERICSSON
ERIC-B ERICSSON LM-B SHS
ERICB EU GRABTAXI HOLDINGS PTE LTD
0967655D WOLFSPEED INC
WOLF GRAB HLDGS LTD
GRAB ARM HOLDINGS PLC
- Baptiste Salaville
- Bruno Cavalier
- Martin Marandon-Carlhian
- Sinan Doganli
SGO COMPAGNIE DE SAINT-GOBAIN SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EXE EXEL INDUSTRIES SA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
01913 PRADA S.P.A.
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
DKG DEUTSCHE KONSUM REIT-AG
SAE SHOP APOTHEKE EUROPE NV
AG1 AUTO1 GROUP
ORP ORPEA
HAVAS HAVAS N.V
CAN CANAL+
- Jean Danjou
SGO COMPAGNIE DE SAINT-GOBAIN SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
01913 PRADA S.P.A.
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
EVD CTS EVENTIM AG & CO. KGAA
- Baptiste Salaville
- Bruno Cavalier
- Martin Marandon-Carlhian
- Sinan Doganli
SGO COMPAGNIE DE SAINT-GOBAIN SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EXE EXEL INDUSTRIES SA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
01913 PRADA S.P.A.
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
DKG DEUTSCHE KONSUM REIT-AG
SAE SHOP APOTHEKE EUROPE NV
AG1 AUTO1 GROUP
ORP ORPEA
HAVAS HAVAS N.V
CAN CANAL+
- Emna Ben Bdira
- Maxime Kogge
SGO COMPAGNIE DE SAINT-GOBAIN SA
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
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
BRBY BURBERRY GROUP PLC
KER KERING SA
VOE VOESTALPINE AG
ACX ACERINOX SA
ERA ERAMET SA
01913 PRADA S.P.A.
NDA AURUBIS AG
FTON FEINTOOL INTERNATIONAL HOLDING AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
RIO RIO TINTO PLC
BHP BHP GROUP LTD
EVD CTS EVENTIM AG & CO. KGAA
- Jean Danjou
- Jean Danjou
Pernod-Ricard: 1 director
A director at Pernod-Ricard sold after exercising options/sold 2,581 shares at 114.173EUR 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 ove...
Ageas and The Goldman Sachs Group, Inc: Transparency notification
Ageas and The Goldman Sachs Group, Inc: Transparency notification In accordance with the rules on financial transparency*, The Goldman Sachs Group, Inc has notified Ageas on 13 December 2024 that, on 9 December 2024, its interest has fallen below the legal threshold of 5% of the shares issued by Ageas. On 12 December 2024 it notified Ageas that, on 6 December 2024, its interest has fallen below the statutory threshold of 3% of shares issued by Ageas in box A (Voting rights). Its current shareholding stands at 0.35%. Reason for the notification of 13 December 2024Acquisition or disposal of...
Ageas et The Goldman Sachs Group, Inc: Notification de transparence
Ageas et The Goldman Sachs Group, Inc: Notification de transparence Conformément aux règles de transparence financière*, The Goldman Sachs Group, Inc a introduit le 13 décembre 2024 une notification annonçant que le 9 décembre 2024, sa participation a franchi à la baisse le seuil légal de 5% des actions émises par Ageas. Le 12 décembre 2024, il a introduit une notification annonçant que le 6 décembre 2024, sa participation a franchi à la baisse le seuil statutaire de 3% des actions émises par Ageas dans la case A (Droits de vote). Sa participation actuelle atteint 0,35%. Motif de la notifi...
Ageas en The Goldman Sachs Group Inc: Transparantiekennisgeving
Ageas en The Goldman Sachs Group Inc: Transparantiekennisgeving The Goldman Sachs Group, Inc informeerde Ageas op 13 december 2024, overeenkomstig de financiële transparantievereisten*, dat zijn belang op 9 december 2024 onder de wettelijke drempel van 5% van de door Ageas uitgegeven aandelen is gedaald. Op 12 december 2024 informeerde het Ageas, dat zijn belang op 6 december 2024 onder de statutaire drempel van 3% van de door Ageas uitgegeven aandelen is gedaald in box A (stemrechten). Het huidige belang bedraagt 0,35%. Reden van de kennisgeving van 13 december 2024Verwerving of overdrach...
Ageas reports on the progress of share buy-back programme
Ageas reports on the progress of share buy-back programme Ageas reports on the progress of share buy-back programme Further to the initiation of the share buy-back programme announced on 28 August 2024, Ageas reports the purchase of 147,476 Ageas shares in the period from 09-12-2024 until 13-12-2024. DateNumber ofSharesTotal amount(EUR)Average price(EUR)Lowest price(EUR)Highest price(EUR)09-12-202424,0611,142,40247.4847.3847.7810-12-202444,5002,091,97947.0146.8447.3811-12-202442,4162,001,61947.1946.8047.8212-12-202428,4991,342,16447.1046.8847.3213-12-20248,000380,73347.5947.0047.78Total14...
Rapport d’Ageas sur le programme de rachat d’actions
Rapport d’Ageas sur le programme de rachat d’actions Rapport d’Ageas sur le programme de rachat d’actions Dans le cadre du programme de rachat d’actions annoncé le 28 août 2024, Ageas indique que 147.476 actions Ageas ont été achetées durant la période du 09-12-2024 au 13-12-2024. DateNombred’actionsMontant total(EUR)Cours moyen(EUR)Cours le plus bas (EUR)Cours le plus élevé (EUR)09-12-202424.0611.142.40247,4847,3847,7810-12-202444.5002.091.97947,0146,8447,3811-12-202442.4162.001.61947,1946,8047,8212-12-202428.4991.342.16447,1046,8847,3213-12-20248.000380.73347,5947,0047,78Total147.4766.95...
Ageas rapporteert over de inkoop van eigen aandelen
Ageas rapporteert over de inkoop van eigen aandelen Ageas rapporteert over de inkoop van eigen aandelen Naar aanleiding van het aandelen-inkoopprogramma dat op 28 augustus 2024 aangekondigd werd, maakt Ageas bekend dat er 147.476 eigen aandelen ingekocht werden tussen 09-12-2024 en 13-12-2024. DatumAantalaandelenTotaal Bedrag(EUR)Gemiddelde koers(EUR)Laagste koers(EUR)Hoogste koers(EUR)09-12-202424.0611.142.40247,4847,3847,7810-12-202444.5002.091.97947,0146,8447,3811-12-202442.4162.001.61947,1946,8047,8212-12-202428.4991.342.16447,1046,8847,3213-12-20248.000380.73347,5947,0047,78Totaal147....
- Delphine Brault
- Quentin Borie
- Delphine Brault
- Quentin Borie
Industria De Diseno Textil Sa (Inditex): 1 director
A director at Industria De Diseno Textil Sa (Inditex) bought 1,956 shares at 49.670EUR and the significance rating of the trade was 59/100. 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 t...
- Bruno Cavalier
- Fehmi Ben Naamane
SK SEB SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
01913 PRADA S.P.A.
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
NHH NH HOTEL GROUP SA
NKT NKT A/S
YOU ABOUT YOU HLDG AG
- Carole Braudeau
- Bruno Cavalier
- Delphine Brault
- Quentin Borie
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
VNA VONOVIA SE
01913 PRADA S.P.A.
EVK EVONIK INDUSTRIES AG
MONC MONCLER SPA
ASSA B ASSA ABLOY AB CLASS B
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
ASML ASML HOLDING NV
UMG UNIVERSAL MUSIC GROUP NV
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