reports
- Guy Sips
- Jacob Mekhael
- Kristof Samoy
- Livio Luyten
- Michiel Declercq
- Thibault Leneeuw
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
Dynamic Top Pick List Update April 2026: Adding Fagron
The tariff war between US and China has eased, but with the Iran conflict and an erratic Trump, uncertainty will continues unabated. Energy prices have gone ballistic, with gas prices doubling in Europe and has hit the cyclical stocks hard. KBC macro-econimists have hiked the inflation expectation for 2026 from 1.9% to 3.3%. While the macro-economic impact has been limited so far, a prolonged uncertain situation will result in economic damage. We continue our defensive stance in our Benelux Dyna...
FAGR FAGRON SA
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
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
DEME announces start of new share buyback program
DEME announces start of new share buyback program Based on the shareholder authorization granted by the Extraordinary General Meeting of May 21, 2025, the Board of Directors of DEME Group NV has decided to launch a new share buyback program. Attachment
DEME kondigt start nieuw inkoopprogramma eigen aandelen aan
DEME kondigt start nieuw inkoopprogramma eigen aandelen aan Op basis van de door de Buitengewone Algemene Vergadering van 21 mei 2025 verleende machtiging van de aandeelhouders, heeft de Raad van Bestuur van DEME Group NV besloten een nieuw inkoopprogramma van eigen aandelen op te starten. Bijlage
- Pierre FerraguÊ
The Tech Infrastructure Quarterly Bible 4Q25
We publish today our comprehensive quarterly bible: 243 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:
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.
IFX INFINEON TECHNOLOGIES AG
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
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 value23-Mar-2621,354€1,158.03€24,728,59024-Mar-2621,289€1,187.10€25,272,22525-Mar-2620,631€1,211.90€25,002,78726-Mar-2621,335€1,171.66€24,997,34327-Mar-2621,829€1,145.28€25,000,356 ASML’s current share buyback program was announced on 28 January 2026, ...
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Livio Luyten
- Michiel Declercq
- Wim Lewi
GSR signs Memorandum of Understanding with Japan’s DORD to conduct joi...
GSR signs Memorandum of Understanding with Japan’s DORD to conduct joint demonstration test in the Clarion-Clipperton Zone Global Sea Mineral Resources (GSR), the deep‑sea exploratory subsidiary of DEME, has signed a Memorandum of Understanding (MOU) with Deep Ocean Resources Development Co., Ltd. (DORD) of Japan to conduct a joint demonstration test aimed at the potential co-development of polymetallic nodule resources within DORD’s exploration license area in Clarion‑Clipperton Zone (CCZ). Under the MOU, GSR will provide its technical knowledge and operational expertise to support DORD’s ...
GSR ondertekent Memorandum of Understanding met het Japanse DORD voor ...
GSR ondertekent Memorandum of Understanding met het Japanse DORD voor gezamenlijke demonstratietest in de Clarion‑Clipperton Zone Global Sea Mineral Resources (GSR), de diepzee‑exploratiedochter van DEME, heeft een Memorandum of Understanding (MoU) ondertekend met het Japanse Deep Ocean Resources Development Co., Ltd. (DORD) voor de uitvoering van een gezamenlijke demonstratietest. Deze test is gericht op de mogelijke gezamenlijke ontwikkeling van polymetaalknollen binnen het exploratievergunningsgebied van DORD in de Clarion‑Clipperton Zone (CCZ). In het kader van het MoU zal GSR zijn tech...
DEME: publication of the Annual Report 2025
DEME: publication of the Annual Report 2025 DEME today released its Annual Report 2025, which provides a comprehensive overview of the group’s strategy, operational performance, ESG progress, and financial results. It is the fourth such report since the company's stock listing in 2022. As announced at the end of February 2026, last year proved to be yet another record year for DEME, with all-time high profitability, building on the strong momentum of previous years. 2026 is also shaping up to be a milestone year as DEME is celebrating its 150th anniversary. Attachment ...
DEME: publicatie van het Jaarverslag 2025
DEME: publicatie van het Jaarverslag 2025 DEME heeft vandaag zijn Jaarverslag 2025 gepubliceerd, dat een uitgebreid overzicht biedt van de strategie van de groep, de operationele prestaties, de ESG‑vooruitgang en de financiële resultaten. Het is het vierde verslag sinds de beursnotering van het bedrijf in 2022. Zoals eind februari 2026 al werd aangekondigd, was vorig jaar opnieuw een recordjaar voor DEME, met een historisch hoge winstgevendheid die voortbouwt op het sterke momentum van de afgelopen jaren. 2026 belooft bovendien een sleuteljaar te worden, aangezien DEME zijn 150‑jarig bestaa...
- Luuk Van Beek
(Sponsored) Fastned - About to drive up operating leverage
High revenue growth continues, cost increases slowing downFastned's 2025 annual report confirmed its high revenue growth, driven by an expanding network of charging stations, growing visitor numbers and rising charging speeds. Even more important is the sharp slowdown in the increase of operating costs per charger with FY25 (EUR 23k/charger) only modestly above H1-25 (22.2k/charger), with management indicating a stabilisation in 2026. Network expansion costs will still double in 2026 as Fas...
DEME celebrates the naming of its next‑generation wind turbine install...
DEME celebrates the naming of its next‑generation wind turbine installation vessel, Norse Wind DEME today celebrated another important milestone with the official naming of its new offshore wind turbine installation vessel, Norse Wind. This marks a significant addition to DEME’s offshore installation fleet. Equipped with a powerful 3,200-ton crane, Norse Wind will transport and install the next generation of wind turbines and XXL monopiles in water depths of up to 70 meters. The ceremony, which was held at the Port of Oslo, brought together guests from Belgium and Norway to celebrate the la...
DEME doopt nieuwe generatie installatieschip voor windturbines, Norse ...
DEME doopt nieuwe generatie installatieschip voor windturbines, Norse Wind DEME vierde vandaag opnieuw een belangrijke mijlpaal met de officiële doop van zijn nieuwe offshore installatieschip voor windturbines, Norse Wind. Dit schip betekent een aanzienlijke versterking van DEME’s offshore‑installatievloot. Uitgerust met een krachtige kraan van 3.200 ton zal Norse Wind de volgende generatie windturbines en XXL‑monopiles transporteren en installeren, in waterdieptes tot 70 meter. De ceremonie vond plaats in de haven van Oslo en bracht gasten uit België en Noorwegen samen om de nieuwe aanwins...
- ING Helpdesk
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-Mar-2620,926€1,194.73€25,000,94717-Mar-2620,958€1,192.83€24,999,40018-Mar-2620,808€1,201.49€25,000,59819-Mar-2621,525€1,161.45€25,000,23920-Mar-2621,422€1,166.92€24,997,816 ASML’s current share buyback program was announced on 28 January 2026, ...
LOGN LOGITECH INTERNATIONAL S.A.
ALLIX WALLIX GROUP SA
ALTR ALTRI SGPS SA
MRN MERSEN SA
ALCLS CELLECTIS SA
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
COTN COMET HOLDING AG
CICN CICOREL HOLDING S.A.
SAVE SAVENCIA SA
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
SEM SEMPERIT HOLDING AG
CFT COMPAGNIE FINANCIERE TRADITION
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
WAF SILTRONIC AG
MELE MELEXIS NV
NOD NORDIC SEMICONDUCTOR ASA
SMHN SUESS MICROTEC AG
VACN VAT GROUP AG
IDR INDRA SISTEMAS S.A. CLASS A
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
VOS VOSSLOH AG
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
JEN JENOPTIK AG
FPE3 FUCHS PETROLUB SE
HDF HYDROGENE DE FRANCE
IOS IONOS GROUP SE
ARM ARM HOLDINGS PLC
AMS AMS-OSRAM AG
SPG SPRINGER NATURE AG & CO. KGAA
DSPW DOOSAN SKODA POWER A.S.
IFCN INFICON HOLDING AG
YOUNI YOUNITED FINANCIAL S.A.
LOGN LOGITECH INTERNATIONAL S.A.
AC ACCOR SA
JMT JERONIMO MARTINS SGPS S.A.
ACN ACCENTURE PLC CLASS A
RMS HERMES INTERNATIONAL SCA
CDR CD PROJEKT S.A.
OMV OMV AG
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
ENI ENI S.P.A.
COTN COMET HOLDING AG
CICN CICOREL HOLDING S.A.
BAYN BAYER AG
ENEL ENEL SPA
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
NEM NEMETSCHEK SE
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
RAA RATIONAL AG
MONC MONCLER SPA
WAF SILTRONIC AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
MELE MELEXIS NV
NOD NORDIC SEMICONDUCTOR ASA
SMHN SUESS MICROTEC AG
VACN VAT GROUP AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
JEN JENOPTIK AG
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
ARM ARM HOLDINGS PLC
GALD GALDERMA GROUP AG
ZAB ZABKA GROUP
AMS AMS-OSRAM AG
IFCN INFICON HOLDING AG
LOGN LOGITECH INTERNATIONAL S.A.
ALLIX WALLIX GROUP SA
ALTR ALTRI SGPS SA
MRN MERSEN SA
ALCLS CELLECTIS SA
ELG ELMOS SEMICONDUCTOR SE
ACX ACERINOX SA
TPE PVA TEPLA AG
COTN COMET HOLDING AG
CICN CICOREL HOLDING S.A.
SAVE SAVENCIA SA
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
SEM SEMPERIT HOLDING AG
CFT COMPAGNIE FINANCIERE TRADITION
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
WAF SILTRONIC AG
MELE MELEXIS NV
NOD NORDIC SEMICONDUCTOR ASA
SMHN SUESS MICROTEC AG
VACN VAT GROUP AG
IDR INDRA SISTEMAS S.A. CLASS A
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
VOS VOSSLOH AG
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
JEN JENOPTIK AG
FPE3 FUCHS PETROLUB SE
HDF HYDROGENE DE FRANCE
IOS IONOS GROUP SE
ARM ARM HOLDINGS PLC
AMS AMS-OSRAM AG
SPG SPRINGER NATURE AG & CO. KGAA
DSPW DOOSAN SKODA POWER A.S.
IFCN INFICON HOLDING AG
YOUNI YOUNITED FINANCIAL S.A.
- Martin Marandon-Carlhian
- Stephane Houri
LOGN LOGITECH INTERNATIONAL S.A.
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
COTN COMET HOLDING AG
CICN CICOREL HOLDING S.A.
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
WAF SILTRONIC AG
MELE MELEXIS NV
NOD NORDIC SEMICONDUCTOR ASA
SMHN SUESS MICROTEC AG
VACN VAT GROUP AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
JEN JENOPTIK AG
ARM ARM HOLDINGS PLC
AMS AMS-OSRAM AG
IFCN INFICON HOLDING AG
LOGN LOGITECH INTERNATIONAL S.A.
AC ACCOR SA
JMT JERONIMO MARTINS SGPS S.A.
ACN ACCENTURE PLC CLASS A
RMS HERMES INTERNATIONAL SCA
CDR CD PROJEKT S.A.
OMV OMV AG
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
ENI ENI S.P.A.
COTN COMET HOLDING AG
CICN CICOREL HOLDING S.A.
BAYN BAYER AG
ENEL ENEL SPA
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
NEM NEMETSCHEK SE
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
RAA RATIONAL AG
MONC MONCLER SPA
WAF SILTRONIC AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
MELE MELEXIS NV
NOD NORDIC SEMICONDUCTOR ASA
SMHN SUESS MICROTEC AG
VACN VAT GROUP AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
JEN JENOPTIK AG
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
ARM ARM HOLDINGS PLC
GALD GALDERMA GROUP AG
ZAB ZABKA GROUP
AMS AMS-OSRAM AG
IFCN INFICON HOLDING AG
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