reports
- Oliver Metzger
- Wim Gille
- Oliver Metzger
- Wim Gille
STMicroelectronics présente le premier microcontrôleur automobile avec...
STMicroelectronics présente le premier microcontrôleur automobile avec un accélérateur d’IA pour l’intelligence embarquée STMicroelectronics présente le premier microcontrôleur automobile avec un accélérateur d’IA pour l’intelligence embarquée Le microcontrôleur pour automobile Stellar P3E permet des applications d’IA embarquées en temps réel, ce qui améliore considérablement l’intelligence du véhicule.Il simplifie l’intégration multifonctionnelle pour les unités de contrôle électronique X-in-1. Le Stellar P3E offre des performances flexibles et en temps réel pour des applications sûres et...
STMicroelectronics introduces the first automotive microcontroller wit...
STMicroelectronics introduces the first automotive microcontroller with AI acceleration for edge intelligence STMicroelectronics introduces the first automotive microcontroller with AI acceleration for edge intelligence Stellar P3E automotive microcontroller (MCU) enables real-time AI applications at the edge significantly enhancing vehicle intelligenceSimplifies multi-function integration for X-in-1 Electronic Control Units Delivers flexible, real-time performance for safe, responsive applications from hybrid/EV systems to body zonal architectures Geneva, February 10, 2026 -- STMicroelec...
- Martin Marandon-Carlhian
- Stephane Houri
- Martin Marandon-Carlhian
- Stephane Houri
- Reg Watson
- CFA
AB InBev/Hold my Beer/HOLD (previously Buy)
AB InBev is due to report its full year results on 12 February. We have adjusted our forecasts for the fourth quarter to account for weaker than previously expected volumes in North America, Brazil and China. We have also increased our 12-month target price from €56.18 to €66.20 but change our recommendation from Buy to HOLD.
STMicroelectronics expands strategic engagement with Amazon Web Servic...
STMicroelectronics expands strategic engagement with Amazon Web Services to enable new high performance compute infrastructure for cloud and AI data centers PR N°C3385C STMicroelectronics expands strategic engagement with Amazon Web Services to enable new high performance compute infrastructure for cloud and AI data centers Geneva, February 9, 2026 – STMicroelectronics (NYSE: STM), a global semiconductor leader serving customers across the spectrum of electronics applications, today announced an expanded strategic collaboration with Amazon Web Services (AWS) through a multi-year, multi-bi...
STMicroelectronics élargit son engagement stratégique avec Amazon Web ...
STMicroelectronics élargit son engagement stratégique avec Amazon Web Services pour une nouvelle infrastructure de calcul haute performance dans les data centers pour le cloud et l’IA PR N° C3385C STMicroelectronics élargit son engagement stratégique avec Amazon Web Services pour une nouvelle infrastructure de calcul haute performance dans les data centers pour le cloud et l’IA Genève, le 9 février 2026 – STMicroelectronics (NYSE : STM), un leader mondial des semiconducteurs dont les clients couvrent toute la gamme des applications électroniques, annonce aujourd’hui une collaboration stra...
- 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 February 2026: Removing ASMi; Adding UCB
After today's changes (ASMi out, UCB in), we maintain a balanced approach in our Dynamic Top Pick List, with a particular emphasis on value stocks that have been overlooked. Our defensive holdings are overweight, including real estate, which stands to benefit from lower interest rates. We remove ASMi from our Dynamic Top Pick List as the recent share price performance has driven the valuation meaningfully ahead of fundamentals. Since early December, FY27 diluted EPS expectations have risen by a...
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
STMicroelectronics expands sensors capabilities with closing of acquis...
STMicroelectronics expands sensors capabilities with closing of acquisition of NXP’s MEMS business PR n°C3384C STMicroelectronics expands sensors capabilities with closing of acquisition of NXP’s MEMS business Acquisition boosts ST’s position in automotive safety and expands leadership in sensors across automotive and industrial end markets Geneva, February 2, 2026 – STMicroelectronics (NYSE: STM), a global semiconductor leader serving customers across the spectrum of electronics applications, today completed the acquisition of NXP Semiconductors’ (NASDAQ: NXPI) MEMS sensors business. An...
STMicroelectronics étend son positionnement dans les capteurs avec la ...
STMicroelectronics étend son positionnement dans les capteurs avec la finalisation de l’acquisition de l’activité MEMS de NXP PR No : C3384C STMicroelectronics étend son positionnement dans les capteurs avec la finalisation de l’acquisition de l’activité MEMS de NXP L’acquisition renforce la position de ST dans la sécurité automobile et étend son leadership dans les capteurs pour les marchés finaux de l’automobile et de l’industriel Genève, le 2 février 2026 – STMicroelectronics (NYSE : STM), un leader mondial des semiconducteurs dont les clients couvrent toute la gamme des applications ...
- Maissa Keskes
- Stephane Houri
FP TOTAL SE
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
DGE DIAGEO PLC
ADS ADIDAS AG
RI PERNOD RICARD SA
FGR EIFFAGE SA
UHR SWATCH GROUP LTD. BEARER
ABB ABB LTD.
NOKIA NOKIA OYJ
ENI ENI S.P.A.
REP REPSOL SA
KGX KION GROUP AG
SAP SAP SE
BP. BP P.L.C.
STM STMICROELECTRONICS NV
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
SHEL SHELL PLC
- Maissa Keskes
- Stephane Houri
FP TOTAL SE
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
DGE DIAGEO PLC
ADS ADIDAS AG
RI PERNOD RICARD SA
FGR EIFFAGE SA
UHR SWATCH GROUP LTD. BEARER
ABB ABB LTD.
NOKIA NOKIA OYJ
ENI ENI S.P.A.
REP REPSOL SA
KGX KION GROUP AG
SAP SAP SE
BP. BP P.L.C.
STM STMICROELECTRONICS NV
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
SHEL SHELL PLC
- Martin Marandon-Carlhian
- Stephane Houri
- Martin Marandon-Carlhian
- Stephane Houri
- Stefano Toffano
ENGI ENGIE SA.
SU SCHNEIDER ELECTRIC SE
KNEBV KONE OYJ CLASS B
MC LVMH MOET HENNESSY LOUIS VUITTON SE
ROG ROCHE HOLDING LTD
VOLV B VOLVO AB CLASS B
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
ABB ABB LTD.
GIVN GIVAUDAN SA
SAND SANDVIK AB
RXL REXEL SA
NOKIA NOKIA OYJ
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
ALO ALSTOM SA
SCHP SCHINDLER HOLDING AG PREF
SAN SANOFI
EZJ EASYJET PLC
01913 PRADA S.P.A.
NEM NEMETSCHEK SE
HM B H&M HENNES & MAURITZ AB CLASS B
DOKA DORMAKABA HOLDING AG
LPP LPP S.A.
MOCORP METSO OUTOTEC OYJ
MONC MONCLER SPA
ASSA B ASSA ABLOY AB CLASS B
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
INGA ING GROEP NV
LDO BANCO SANTANDER S.A.
SAP LEONARDO SPA
SIE SAP SE
ASML SIEMENS AG
STM ASML HOLDING NV
VOS STMICROELECTRONICS NV
CAF VOSSLOH AG
KBX CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
SRAIL KNORR-BREMSE AG
ENR STADLER RAIL AG
ERF SIEMENS ENERGY AG
EPI A EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
ZGN EPIROC AB
ATCO A ERMENEGILDO ZEGNA NV
ATLAS COPCO AB
- Stefano Toffano
ENGI ENGIE SA.
SU SCHNEIDER ELECTRIC SE
KNEBV KONE OYJ CLASS B
MC LVMH MOET HENNESSY LOUIS VUITTON SE
ROG ROCHE HOLDING LTD
VOLV B VOLVO AB CLASS B
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
ABB ABB LTD.
GIVN GIVAUDAN SA
SAND SANDVIK AB
RXL REXEL SA
NOKIA NOKIA OYJ
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
ALO ALSTOM SA
SCHP SCHINDLER HOLDING AG PREF
SAN SANOFI
EZJ EASYJET PLC
01913 PRADA S.P.A.
NEM NEMETSCHEK SE
HM B H&M HENNES & MAURITZ AB CLASS B
DOKA DORMAKABA HOLDING AG
LPP LPP S.A.
MOCORP METSO OUTOTEC OYJ
MONC MONCLER SPA
ASSA B ASSA ABLOY AB CLASS B
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
INGA ING GROEP NV
LDO BANCO SANTANDER S.A.
SAP LEONARDO SPA
SIE SAP SE
ASML SIEMENS AG
STM ASML HOLDING NV
VOS STMICROELECTRONICS NV
CAF VOSSLOH AG
KBX CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
SRAIL KNORR-BREMSE AG
ENR STADLER RAIL AG
ERF SIEMENS ENERGY AG
EPI A EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
ZGN EPIROC AB
ATCO A ERMENEGILDO ZEGNA NV
ATLAS COPCO AB
- Martin Marandon-Carlhian
- Stephane Houri
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