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Alvaro del Pozo
  • Alvaro del Pozo

ASML HOLDING NV: LA DEMANDA ESTÁ “AHÍ” (ANÁLISIS BANCO SABADELL)

El empuje sostenible de la demanda da mayor visibilidad al negocio de los próximos años. SOBREPONDERAR La fortaleza histórica de los pedidos mostrada en los Rdos. 4T’25 y los comentarios contundentes de la compañía sobre el feedback de sus clientes, aportan nueva visibilidad sobre el negocio en próximos años, que se beneficia, entre otros factores, del nuevo ciclo de inserción de las herramientas High NA más avanzadas. Elevamos P.O. a 1.450 euros/acc. (+54% vs anterior y +20% potencial) tras rev...

Research Department
  • Research Department

INFORME DIARIO 12 FEBRERO + RDOS. ESPAÑA Y EUROPA 4T’25. IDEAS DESTACA...

COMPAÑÍAS QUE APARECEN EN EL INFORME: EUROPA: AB INBEV, AHOLD DELHAIZE, ASML, DEUTSCHE TELEKOM, ESSILORLUXOTTICA, MERCEDES BENZ GROUP, SANOFI. Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 4T’25 que se publicarán en España y Europa en los próximos días. El dato de empleo en EE.UU. agita los mercados Jornada de más a menos en las bolsas europeas, que ...

 PRESS RELEASE

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 value2-Feb-2620,957€1,192.95€25,000,6673-Feb-2620,544€1,216.94€25,000,7334-Feb-2621,230€1,177.57€24,999,7155-Feb-2621,795€1,145.40€24,964,0646-Feb-2621,504€1,164.26€25,036,165 ASML’s current share buyback program was announced on 28 January 2026, and d...

Martijn Den Drijver
  • Martijn Den Drijver
Research Department
  • Research Department

INFORME DIARIO 05 FEBRERO + RDOS. ESPAÑA Y EUROPA 4T’25. PREVIEWS (ANÁ...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ARCELORMITTAL, IAG, INDRA, SANTANDER, SECTOR AUTOPISTAS. EUROPA: ASML, BNP. Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 4T’25 que se publicarán en España y Europa en los próximos días. Estabilización de los mercados El Ibex no tiene techo Jornada positiva en las bolsas europeas de la mano de los resultad...

Pierre FerraguÊ
  • Pierre FerraguÊ

Capex revisions, Replatforming, Memory Pricing, Semicap, Tesla, Apple....

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 27 names we followed last week, follow the link.

 PRESS RELEASE

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 value29-Jan-2621,500€1221.13€26,254,24130-Jan-2619,686€1206.22€23,745,621 ASML’s current share buyback program was announced on 28 January 2026, and details are available on our website at This regular update of the transactions conducted under the b...

Bruno Cavalier ... (+3)
  • Bruno Cavalier
  • Jean-François Granjon
  • Martial Descoutures
SCHP SECHE ENVIRONNEMENT
IPN IPSEN SA
CRI CHARGEURS SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
LI KLEPIERRE SA
COV COVIVIO SA
GFC GECINA SA
NXI NEXITY SA CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
GYC GRAND CITY PROPERTIES SA
KORI KORIAN SA
MERY MERCIALYS SA
EL ESSILORLUXOTTICA SA
INEA FONCIERE INEA
BLC BASTIDE LE CONFORT MEDICAL SA
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
BRBY BURBERRY GROUP PLC
VIRP VIRBAC SA
VETO VETOQUINOL SA
VLS VALNEVA SE
LNA LNA SANTE SA
KOF KAUFMAN & BROAD SA
GBT GUERBET SA
KER KERING SA
ALTA ALTAREA SCA
VNA VONOVIA SE
XIOR XIOR STUDENT HOUSING N.V.
BAMNB KONINKLIJKE BAM GROEP NV
ERA ERAMET SA
ICAD ICADE SA
01913 PRADA S.P.A.
BYG BIG YELLOW GROUP PLC
UTG UNITE GROUP PLC
COFB COFINIMMO SA
TIETO TIETOEVRY OYJ
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
CCC CCC SA
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
FDR FLUIDRA S.A.
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
MONC MONCLER SPA
IRES IRISH RESIDENTIAL PROPERTIES REIT PLC
CPINV CARE PROPERTY INVEST SA
SSO SCATEC ASA
SAFE SAFESTORE HOLDINGS PLC
ARG ARGAN SA
VGP VGP NV
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
BIM BIOMERIEUX SA
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
WDP WAREHOUSES DE PAUW SCA
MRX MISTER SPEX SE
ECMPA EUROCOMMERCIAL PROPERTIES NV
ZGN ERMENEGILDO ZEGNA NV
CTPNV CTP NV
EAPI EUROAPI
SHUR SHURGARD SELF STORAGE LIMITED
ORP ORPEA
Bruno Cavalier ... (+3)
  • Bruno Cavalier
  • Roy Külter
  • Steven Boumans
IPN IPSEN SA
BNP BNP PARIBAS SA CLASS A
MC LVMH MOET HENNESSY LOUIS VUITTON SE
LI KLEPIERRE SA
COV COVIVIO SA
GFC GECINA SA
NXI NEXITY SA CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
GYC GRAND CITY PROPERTIES SA
KORI KORIAN SA
MERY MERCIALYS SA
RBI RAIFFEISEN BANK INTERNATIONAL AG
EL ESSILORLUXOTTICA SA
INEA FONCIERE INEA
BLC BASTIDE LE CONFORT MEDICAL SA
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
BRBY BURBERRY GROUP PLC
VIRP VIRBAC SA
VETO VETOQUINOL SA
VLS VALNEVA SE
LNA LNA SANTE SA
KOF KAUFMAN & BROAD SA
GBT GUERBET SA
KER KERING SA
ALTA ALTAREA SCA
VNA VONOVIA SE
XIOR XIOR STUDENT HOUSING N.V.
SAN SANOFI
FRE FRESENIUS SE & CO. KGAA
CAP CAPGEMINI SE
ICAD ICADE SA
01913 PRADA S.P.A.
BYG BIG YELLOW GROUP PLC
UTG UNITE GROUP PLC
COFB COFINIMMO SA
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
MONC MONCLER SPA
IRES IRISH RESIDENTIAL PROPERTIES REIT PLC
CPINV CARE PROPERTY INVEST SA
SAFE SAFESTORE HOLDINGS PLC
ARG ARGAN SA
CABK CAIXABANK SA
VGP VGP NV
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
INGA ING GROEP NV
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
BIM BIOMERIEUX SA
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
DWS DWS GROUP GMBH & CO. KGAA
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
ZGN ERMENEGILDO ZEGNA NV
CTPNV CTP NV
EAPI EUROAPI
SHUR SHURGARD SELF STORAGE LIMITED
ORP ORPEA
ALIV SDB AUTOLIV INC.

ASML Holding NV: 3 directors

Three Directors at ASML Holding NV sold 3,700 shares at between 1,225.000EUR and 1,300.000EUR. The significance rating of the trade was 79/100. 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 ov...

Marc Hesselink ... (+3)
  • Marc Hesselink
  • CFA
  • Thymen Rundberg

ASML/Early innings of AI investment wave/BUY

ASML reported exceptionally strong order intake in 4Q25. On top of that we have seen significant incremental positive newsflow, especially around AI for both logic and memory underpinning robust semiconductor equipment demand in the coming years. We reiterate our BUY rating and raise our target price to €1,500 (up from €1,350).

 PRESS RELEASE

VGP NV: Voting Rights and Denominator

VGP NV: Voting Rights and Denominator Press ReleaseRegulated InformationAntwerp, 2 February 2026 – 07.00 a.m. CET In application of Article 15 of the Law of May 2, 2007 on the disclosure of major shareholdings in issuers whose shares are admitted for trading on a regulated market, VGP publishes, by means of a press release and on its website, the total share capital, the total number of securities with voting rights and the total number of voting rights at the latest at the end of each month in which any of these numbers has changed.  Situation as at 31 January 2026: Total share capital:€...

 PRESS RELEASE

VGP NV: Stemrechten en Noemer

VGP NV: Stemrechten en Noemer PersberichtGereglementeerde informatieAntwerpen, 2 februari 2026, 07:00 CET In toepassing van artikel 15 van de wet van 2 mei 2007 op de openbaarmaking van belangrijke deelnemingen in emittenten waarvan aandelen zijn toegelaten tot de verhandeling op een gereglementeerde markt, publiceert VGP door middel van een persbericht en op haar website het totaal kapitaal, het totaal aantal stemrechtverlenende effecten en het totale aantal stemrechten uiterlijk op het einde van elke maand waarin één van deze aantallen is gewijzigd. Situatie op 31 Januari 2026: Totaal k...

 PRESS RELEASE

VGP Announces Webcast to Review FY 2025 Financial Results on the 19th ...

VGP Announces Webcast to Review FY 2025 Financial Results on the 19th of February 2026 30 January 2026, Antwerp, Belgium: VGP NV (‘VGP’ or ‘the Group’), a European provider of high-quality logistics and semi-industrial real estate, announces the details for the webcast to review its financial results for the year ended 31 December 2025:  Thursday, 19 February 2026 at 10.30 a.m. (CET)Webcast link:   The link above will allow you to register for the event. The presentation can be attended from your laptop, tablet or mobile device. The video will stream through your selected device. Plea...

 PRESS RELEASE

VGP Kondigt Webcast aan voor Presentatie van de Resultaten over Boekja...

VGP Kondigt Webcast aan voor Presentatie van de Resultaten over Boekjaar 2025 op 19 Februari 2026 30 Januari 2026, Antwerpen, België: VGP NV (‘VGP’ of ‘de Groep’), een pan-Europese aanbieder van hoogwaardig logistiek en semi-industrieel vastgoed, kondigt de details aan voor een webcast ter bespreking van de resultaten voor het boekjaar eindigend op 31 december 2025:  Donderdag 19 februari 2026, om 10.30 a.m. (CET)Webcast link: Via bovenstaande link kunt u zich registreren voor het evenement. De presentatie kan worden bijgewoond vanaf uw laptop, tablet of mobiele telefoon. De video wordt...

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