reports
- ABGSC Capital Goods Research
- Anders Idborg
- Karl Bokvist
- Benoit Valleaux
- Steven Gould
- Thomas Zlowodzki
CON CONTINENTAL AKTIENGESELLSCHAFT
ADP AEROPORTS DE PARIS SA
DGE DIAGEO PLC
VOLV B VOLVO AB CLASS B
RI PERNOD RICARD SA
WTB WHITBREAD PLC
ABB ABB LTD.
RCO REMY COINTREAU SA
RXL REXEL SA
EL ESSILORLUXOTTICA SA
NESN NESTLE S.A.
MRK MERCK KGAA
CLNX CELLNEX TELECOM S.A.
VACN VAT GROUP AG
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
CPR DAVIDE CAMPARI-MILANO N.V.
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
FER FERROVIAL SA
- Benoit Valleaux
- Steven Gould
- Thomas Zlowodzki
CON CONTINENTAL AKTIENGESELLSCHAFT
ADP AEROPORTS DE PARIS SA
DGE DIAGEO PLC
VOLV B VOLVO AB CLASS B
RI PERNOD RICARD SA
WTB WHITBREAD PLC
ABB ABB LTD.
RCO REMY COINTREAU SA
RXL REXEL SA
EL ESSILORLUXOTTICA SA
NESN NESTLE S.A.
MRK MERCK KGAA
CLNX CELLNEX TELECOM S.A.
VACN VAT GROUP AG
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
CPR DAVIDE CAMPARI-MILANO N.V.
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
FER FERROVIAL SA
- Delphine Brault
- Nathan Mietlicki
- Delphine Brault
- Nathan Mietlicki
- ABGSC Capital Goods Research
- Anders Idborg
- Ahmed Ben Salem
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
RI PERNOD RICARD SA
WTB WHITBREAD PLC
ABB ABB LTD.
SRT3 SARTORIUS AG PREF
NESN NESTLE S.A.
ENI ENI S.P.A.
REP REPSOL SA
NEM NEMETSCHEK SE
DIM SARTORIUS STEDIM BIOTECH SA
ANDR ANDRITZ AG
VACN VAT GROUP AG
ASML ASML HOLDING NV
BP. BP P.L.C.
FDJ LA FRANCAISE DES JEUX SA
CPR DAVIDE CAMPARI-MILANO N.V.
SHEL SHELL PLC
- Ahmed Ben Salem
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
RI PERNOD RICARD SA
WTB WHITBREAD PLC
ABB ABB LTD.
SRT3 SARTORIUS AG PREF
NESN NESTLE S.A.
ENI ENI S.P.A.
REP REPSOL SA
NEM NEMETSCHEK SE
DIM SARTORIUS STEDIM BIOTECH SA
ANDR ANDRITZ AG
VACN VAT GROUP AG
ASML ASML HOLDING NV
BP. BP P.L.C.
FDJ LA FRANCAISE DES JEUX SA
CPR DAVIDE CAMPARI-MILANO N.V.
SHEL SHELL PLC
- Delphine Brault
- Nathan Mietlicki
- Delphine Brault
- Nathan Mietlicki
- ABGSC Capital Goods Research
- Anders Idborg
- ING Helpdesk
Weekly progress on share repurchase program to cover share plans and r...
Weekly progress on share repurchase program to cover share plans and reduce capital Press Release Weekly progress on share repurchase program to cover share plans and reduce capital Kaiseraugst (Switzerland), Maastricht (Netherlands), October 14, 2025 dsm-firmenich, innovators in nutrition, health, and beauty, announced on February 13, 2025 its intention to repurchase ordinary shares with an aggregate market value of €1 billion and reduce its issued capital, starting with an initial €500 million. On April 1, 2025, the company commenced a program to repurchase ordinary shares for a total ...
ABB to develop next-generation AI data centers with NVIDIA
ABB to develop next-generation AI data centers with NVIDIA Cary, North Carolina, Oct. 13, 2025 (GLOBE NEWSWIRE) -- Collaboration will create new power solutions for future gigawatt-scale data centersGrowing power needs of artificial intelligence (AI) workloads require new, advanced power distribution technologies and architecture ABB’s expertise in cutting-edge direct current (DC) and solid-state electronics will support 800 VDC architecture announced by NVIDIA ABB announced today that it is accelerating the development of gigawatt-scale next-generation data centers in collabora...
- ABGSC Capital Goods Research
- Anders Idborg
STMicroelectronics announces status of common share repurchase program
STMicroelectronics announces status of common share repurchase program STMicroelectronics announces status of common share repurchase program Disclosure of Transactions in Own Shares – Period from October 06, 2025 to October 10, 2025 AMSTERDAM – October 13, 2025 -- STMicroelectronics N.V. (the “Company” or “STMicroelectronics”), a global semiconductor leader serving customers across the spectrum of electronics applications, announces full details of its common share repurchase program (the “Program”) disclosed via a press release dated June 21, 2024. The Program was approved by a shareho...
- Martin Marandon-Carlhian
- Stephane Houri
ODDO : Mémoire : Et si nous étions à l’aube d’un ‘supercycle’ ?
Les prix de la mémoire ont progressé de 15% sur un mois et de ~30% YTD. Cela reflète une forte tension sur l’offre alors que la demande IA est plus élevée qu’attendu. Les stocks de mémoires sont, par ailleurs, au plus bas, ouvrant la voie en 2026 à un supercycle, tiré par l’IA mais aussi par l’intégration de l’Edge AI dans les smartphones/PC. Un marché des semis à ~+15/20% en 2026 est crédible dans ce contexte. Dans notre couverture, cela devrait d’abord bénéficier à ASML, VAT, Siltronic, ASMi e...
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
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
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
- Bruno Cavalier
MC LVMH MOET HENNESSY LOUIS VUITTON SE
HO THALES SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
TEP TELEPERFORMANCE SE
BRBY BURBERRY GROUP PLC
KER KERING SA
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
BAS BASF SE
01913 PRADA S.P.A.
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
MONC MONCLER SPA
WAF SILTRONIC AG
MELE MELEXIS NV
SMHN SUESS MICROTEC AG
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
MERLIN MERLIN PROPERTIES SOCIMI S.A.
RACE FERRARI NV
VACN VAT GROUP AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
BIM BIOMERIEUX SA
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
SIK SIKA AG
JEN JENOPTIK AG
STLA STELLANTIS N.V.
ZGN ERMENEGILDO ZEGNA NV
ARM ARM HOLDINGS PLC
AMS AMS-OSRAM AG
- Bruno Cavalier
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
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
01913 PRADA S.P.A.
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
TIETO TIETOEVRY OYJ
NDA AURUBIS AG
PFV PFEIFFER VACUUM TECHNOLOGY AG
PAL PALFINGER AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
TECN TECAN GROUP AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
MONC MONCLER SPA
WAF SILTRONIC AG
MELE MELEXIS NV
SMHN SUESS MICROTEC AG
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
VACN VAT GROUP AG
FTG111 FLATEXDEGIRO AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
JEN JENOPTIK AG
VUL VULCAN ENERGY RESOURCES
ZGN ERMENEGILDO ZEGNA NV
SHUR SHURGARD SELF STORAGE LIMITED
ARM ARM HOLDINGS PLC
ARVEN ARVERNE GROUP SA
AMS AMS-OSRAM AG
- Bruno Cavalier
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
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
01913 PRADA S.P.A.
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
TIETO TIETOEVRY OYJ
NDA AURUBIS AG
PFV PFEIFFER VACUUM TECHNOLOGY AG
PAL PALFINGER AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
TECN TECAN GROUP AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
MONC MONCLER SPA
WAF SILTRONIC AG
MELE MELEXIS NV
SMHN SUESS MICROTEC AG
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
VACN VAT GROUP AG
FTG111 FLATEXDEGIRO AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
JEN JENOPTIK AG
VUL VULCAN ENERGY RESOURCES
ZGN ERMENEGILDO ZEGNA NV
SHUR SHURGARD SELF STORAGE LIMITED
ARM ARM HOLDINGS PLC
ARVEN ARVERNE GROUP SA
AMS AMS-OSRAM AG
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