reports
- Pierre FerraguÊ
Deep dive into Chinese Semicap: How much of a headwind for Western pla...
Chinese WFE spending quadrupled in five years to $41bn, driven by aggressive local deployments, while domestic vendors rapidly gained traction, capturing 13% of local spending already, mostly in deposition, etch, and CMP. In this deep dive, we assess the competitiveness of key Chinese vendors, including Naura, AMEC, and SiCarrier. We estimate first the pace (and the scope) at (and on) which they could close the gap with their western peers. On that basis we estimate the share they can gain ov...
Ageas successfully places its inaugural GBP 400 million Senior Notes
Ageas successfully places its inaugural GBP 400 million Senior Notes Today ageas SA/NV successfully placed its inaugural debt securities in the form of GBP 400 million Senior Fixed Rate Notes (the “Notes”) maturing in December 2028 and with a first call date in September 2028. The issuance generated substantial interest from UK institutional investors. The Notes will be issued in denominations of GBP 100,000 at a re-offer price of 99.963 with a fixed coupon rate of 4.75% payable annually, with a first coupon payment scheduled for December 2025. Standard and Poor's assigned an A+ rating an...
Ageas annonce le succès du placement de ses premiers GBP 400 millions ...
Ageas annonce le succès du placement de ses premiers GBP 400 millions de dettes de premier rang Aujourd’hui, ageas SA/NV a réalisé, avec succès, le placement de ses premiers titres de dette sous la forme de GBP 400 millions d’obligations Senior subordonnées à taux fixe (les « titres ») arrivant à échéance en décembre 2028, avec une première date de remboursement en septembre 2028. L’émission a suscité un intérêt considérable des investisseurs institutionnels au Royaume-Uni. Les titres seront émis en coupures de GBP 100.000 à un prix de réémission de 99,963 avec un taux de coupon fixe de...
Ageas plaatst met succes zijn eerste GBP 400 miljoen aan Senior Notes
Ageas plaatst met succes zijn eerste GBP 400 miljoen aan Senior Notes Ageas SA/NV plaatste vandaag met succes zijn eerste schuldeffecten in de vorm van GBP 400 miljoen Senior Fixed Rate Notes (de “Notes”), met vervaldag in december 2028 en eerste call date in september 2028. De uitgifte kon rekenen op veel belangstelling van institutionele investeerders in het Verenigd Koninkrijk. De Notes zullen uitgegeven worden in coupures van GBP 100.000 aan een heruitgifteprijs van 99,963 en met een vaste couponrente van jaarlijks 4,75 %, met een eerste uitbetaling in december 2025. Standard & Poor’...
Moody's Ratings assigns A1 rating to ageas SA/NV's GBP400 million seni...
Louis Nonchez AVP-Analyst Benjamin Serra Senior Vice President Releasing Office : Moody's France SAS 21 Boulevard Haussmann Paris, 75009 France JOURNALISTS : 44 20 7772 5456 Client Service : 44 20 7772 5454 Paris , June 24, 2025 - Moody's Ratings (Moody's) has today assigned an A1 rating to the £...
- Carole Braudeau
- Carole Braudeau
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 82,223 Ageas shares in the period from 16-06-2025 until 20-06-2025. Date Number ofShares Total amount(EUR) Average price(EUR) Lowest price(EUR) Highest price(EUR) 16-06-2025 4,440 250,826 56.49 56.35 56.65 17-06-2025 27,845 1,565,455 56.22 55.90 56.40 18-06-2025 14,450 814,241 56.35 56.10 56.45 19-06-2025 20,800 1,168,272 56.17 56.05 56.35 20-06-2025 14,688 838,003 57.05...
Rapport d’Ageas sur le programme de rachat d’actions
Rapport d’Ageas sur le programme de rachat d’actions COMMUNIQUÉ DE PRESSE Dans le cadre du programme de rachat d’actions annoncé le 28 août 2024, Ageas indique que 82.223 actions Ageas ont été achetées durant la période du 16-06-2025 au 20-06-2025. Date Nombred’actions Montant total(EUR) Cours moyen(EUR) Cours le plus bas (EUR) Cours le plus élevé (EUR) 16-06-2025 4.440 250.826 56,49 56,35 56,65 17-06-2025 27.845 1.565.455 56,22 55,90 56,40 18-06-2025 14.450 814.241 56,35 56,10 56,45 19-06-2025 20.800 1.168.272 56,17 56,05 56,35 20-06-2025 14....
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 82.223 eigen aandelen ingekocht werden tussen 16-06-2025 en 20-06-2025. Datum Aantalaandelen Totaal Bedrag(EUR) Gemiddelde koers(EUR) Laagste koers(EUR) Hoogste koers(EUR) 16-06-2025 4.440 250.826 56,49 56,35 56,65 17-06-2025 27.845 1.565.455 56,22 55,90 56,40 18-06-2025 14.450 814.241 56,35 56,10 56,45 19-06-2025 20.800 1.168.272 56,17 56,05 56,35 20-06-2025 14.688 838.003 57,...
ASML reports transactions under its current share buyback program
ASML reports transactions under its current share buyback program ASML reports transactions under its current share buyback program VELDHOVEN, the Netherlands – ASML Holding N.V. (ASML) reports the following transactions, conducted under ASML's current share buyback program. DateTotal repurchased sharesWeighted average priceTotal repurchased value16-Jun-2518,513€664.13€12,295,06817-Jun-2518,520€663.87€12,294,89818-Jun-2518,468€665.72€12,294,55019-Jun-2518,600€658.31€12,244,62020-Jun-2518,553€662.68€12,294,695 ASML’s current share buyback program was announced on 10 November 2022, and detai...
- Pierre FerraguÊ
The Tech Infrastructure Quarterly Bible 1Q25
We publish today our comprehensive quarterly bible: 237 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.
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
TSLA TESLA INC
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
LRCX LAM RESEARCH CORPORATION
NOKIA NOKIA OYJ
2330 TSMC
SOI SOITEC SA
CSCO CISCO SYSTEMS INC.
ASML ASML HOLDING NV
MBLY MOBILEYE NV
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
TXG 10X GENOMICS INC CLASS A
ERIC-B ERICSSON LM-B SHS
0084207D UBER TECHNOLOGIES INC
ME 23ANDME HLDG CO
GRAB GRAB HLDGS LTD
ARM ARM HOLDINGS PLC
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 56,416 Ageas shares in the period from 09-06-2025 until 13-06-2025. Date Number ofShares Total amount(EUR) Average price(EUR) Lowest price(EUR) Highest price(EUR) 09-06-2025 4,295 251,410 58.54 58.15 59.00 10-06-2025 5,732 330,032 57.58 56.90 58.65 11-06-2025 15,365 879,422 57.24 57.05 57.50 12-06-2025 16,591 939,725 56.64 56.35 57.00 13-06-2025 14,433 814,417 56.43 56....
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 56.416 actions Ageas ont été achetées durant la période du 09-06-2025 au 13-06-2025. Date Nombred’actions Montant total(EUR) Cours moyen(EUR) Cours le plus bas (EUR) Cours le plus élevé (EUR) 09-06-2025 4.295 251.410 58,54 58,15 59,00 10-06-2025 5.732 330.032 57,58 56,90 58,65 11-06-2025 15.365 879.422 57,24 57,05 57,50 12-06-2025 16.591 939.725 56,64 56,35 57,00 13-06-2025 14.433 814.417 56,43 56,30 56,...
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 56.416 eigen aandelen ingekocht werden tussen 09-06-2025 en 13-06-2025. Datum Aantalaandelen Totaal Bedrag(EUR) Gemiddelde koers(EUR) Laagste koers(EUR) Hoogste koers(EUR) 09-06-2025 4.295 251.410 58,54 58,15 59,00 10-06-2025 5.732 330.032 57,58 56,90 58,65 11-06-2025 15.365 879.422 57,24 57,05 57,50 12-06-2025 16.591 939.725 56,64 56,35 57,00 13-06-2025 14.433 814.417 56,43 5...
ASML reports transactions under its current share buyback program
ASML reports transactions under its current share buyback program ASML reports transactions under its current share buyback program VELDHOVEN, the Netherlands – ASML Holding N.V. (ASML) reports the following transactions, conducted under ASML's current share buyback program. DateTotal repurchased sharesWeighted average priceTotal repurchased value09-Jun-2518,419€667.49€12,294,50610-Jun-2519,000€680.71€12,933,45811-Jun-2516,862€691.61€11,661,86012-Jun-2518,113€678.83€12,295,61313-Jun-2518,422€667.44€12,295,650 ASML’s current share buyback program was announced on 10 November 2022, and detai...
- Wim Lewi
Dollar Weakness The impact on our Benelux Coverage
In general, a weaker USD has a negative impact on Benelux stocks, particularly for companies with significant exports to the US. In this note we selected a list of companies with high US export exposure and we examine the potential impact on FY25 earninings. On top of the weak dollar, rising trade tensions or the introduction of tariffs further harm Benelux exporters. As the dollar depreciates against the euro, European goods become costlier for American consumers. At the same time, revenues ear...
EVS EVS BROADCAST EQUIPMENT SA
SOLB SOLVAY SA
UCB UCB S.A.
DIE D'IETEREN SA
SIP SIPEF GROUP
SOF SOFINA SA
ASM ASM INTERNATIONAL N.V.
ARCAD ARCADIS NV
ROYAL VOPAK NV
AALB AALBERTS N.V.
MELE MELEXIS NV
KIN KINEPOLIS GROUP NV
ABI ANHEUSER-BUSCH INBEV SA/NV
AD KONINKLIJKE AHOLD DELHAIZE N.V.
ASML ASML HOLDING NV
ARGX ARGEN-X SE
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ADYEN ADYEN NV
BAR BARCO NV
FUR FUGRO NV
DSFIR KONINKLIJKE DSM N.V.
AGN AEGON N.V.
SYENS SYENSQO
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 72,253 Ageas shares in the period from 02-06-2025 until 06-06-2025. DateNumber ofSharesTotal amount(EUR)Average price(EUR)Lowest price(EUR)Highest price(EUR)02-06-202514,354824,63957.4557.2057.7503-06-202519,3501,113,81757.5657.3557.7504-06-202528,0411,569,48155.9755.6556.2005-06-20256,091343,04556.3256.0056.5506-06-20254,417250,01856.6056.3556.85Total72,2534,...
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 72.253 actions Ageas ont été achetées durant la période du 02-06-2025 au 06-06-2025. DateNombred’actionsMontant total(EUR)Cours moyen(EUR)Cours le plus bas (EUR)Cours le plus élevé (EUR)02-06-202514.354824.63957,4557,2057,7503-06-202519.3501.113.81757,5657,3557,7504-06-202528.0411.569.48155,9755,6556,2005-06-20256.091343.04556,3256,0056,5506-06-20254.417250.01856,6056,3556,85Total72.2534.100.99956...
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 72.253 eigen aandelen ingekocht werden tussen 02-06-2025 en 06-06-2025. Datum Aantalaandelen Totaal Bedrag(EUR) Gemiddelde koers(EUR) Laagste koers(EUR) Hoogste koers(EUR) 02-06-2025 14.354 824.639 57,45 57,20 57,75 03-06-2025 19.350 1.113.817 57,56 57,35 57,75 04-06-2025 28.041 1.569.481 55,97 55,65 56,20 05-06-2025 6.091 343.045 56,32...
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