ENXTBR:WDP
ENXTBR:WDPIndustrial REITs

Warehouses De Pauw (ENXTBR:WDP) High Net Margin Poses Fresh Questions For Bulls

Warehouses De Pauw (ENXTBR:WDP) has wrapped up FY 2025 with fourth quarter revenue of €135.6 million and basic EPS of €0.46. This sits against a trailing 12 month picture that includes €545.8 million of revenue and EPS of €1.54. Over recent periods, revenue has moved from €116.1 million and EPS of €0.57 in Q4 2024 to €135.6 million and EPS of €0.46 in Q4 2025. The trailing 12 month net profit margin is reported at 71.4% for the latest year compared with 61.5% a year earlier, and that margin...
ENXTBR:ABI
ENXTBR:ABIBeverage

Assessing Anheuser-Busch InBev (ENXTBR:ABI) Valuation After Recent Share Price Momentum

What stands out in Anheuser-Busch InBev’s recent performance Anheuser-Busch InBev (ENXTBR:ABI) has drawn fresh attention after a solid run in its shares, with recent returns over the past month and past 3 months prompting closer scrutiny of its fundamentals. For context, the stock shows a 0.7% return over 1 day, 2.0% over 7 days, 9.4% over the past month and 13.6% over the past 3 months. Over longer periods, the company reports a 10.4% year to date return, 27.8% 1 year total return, 13.1% 3...
ENXTBR:094426466
ENXTBR:094426466Metals and Mining

Is SCR-Sibelco (ENXTBR:094426466) Pricing Look Justified After Recent Share Price Slide

If you are wondering whether SCR-Sibelco is attractively priced right now, this article explains what the current market price might be implying about its value. The stock last closed at €4,800.00, with a flat 7 day return, an 11.9% decline over the past 30 days and year to date, and a 3.0% return over the past year, which raises questions about how risk and opportunity are being priced in. Recent attention on SCR-Sibelco has focused on its share price moves and how investors interpret the...
ENXTBR:PROX
ENXTBR:PROXTelecom

How Proximus’ Defence Cybersecurity Deal At Proximus (ENXTBR:PROX) Has Changed Its Investment Story

Proximus NXT has secured a cyber defence partnership with the Belgian Defence, expanding its role in protecting national digital infrastructure through enhanced cybersecurity services. This collaboration highlights how Proximus is building its position in higher-value security solutions, potentially reshaping its profile beyond traditional telecom activities. We will now examine how this deepening push into cybersecurity, particularly through Belgian Defence, may influence Proximus's broader...
ENXTBR:ABI
ENXTBR:ABIBeverage

Is There Still Value In Anheuser-Busch InBev (ENXTBR:ABI) After Its Strong Share Price Run?

If you are wondering whether Anheuser-Busch InBev is still reasonably priced or already fully valued, the recent share performance gives you a good starting point but not the full story. The stock last closed at €59.64, with returns of 0.5% over 7 days, 8.6% over 30 days, 9.6% year to date, 26.4% over 1 year, 12.1% over 3 years and 14.7% over 5 years. This naturally raises questions about how much of this is already reflected in the price. Recent coverage has focused on Anheuser-Busch InBev...
ENXTBR:ARGX
ENXTBR:ARGXBiotechs

Argenx Vyvgart Priority Review Puts Growth Pipeline And Valuation In Focus

Argenx received a priority FDA review for a supplemental Vyvgart application that could broaden its use to more patients. The company is advancing plans to expand Vyvgart into additional autoimmune indications and new delivery approaches. Management is using recent commercial traction to support wider global rollout and deepen the Vyvgart franchise. For investors tracking ENXTBR:ARGX, the focus now is on how this priority review and broader Vyvgart push fit with the share price of €710.0...
ENXTBR:SOLB
ENXTBR:SOLBChemicals

UBS Trim In Solvay Highlights Shifts In Ownership And Valuation

UBS Group AG has fallen below the 3% voting rights threshold in Solvay (ENXTBR:SOLB), according to recent Belgian transparency notifications. The change reflects an adjustment in UBS Group AG's shareholding that may matter for investors tracking Solvay's ownership profile. Solvay, a Belgium based chemicals group, operates in specialty materials, energy transition themes and a wide range of industrial end markets. For you as an investor, shifts in the register involving large institutions...
ENXTBR:ENRGY
ENXTBR:ENRGYElectrical

European Growth Stocks Insiders Are Betting On In January 2026

As Europe navigates renewed trade tensions and geopolitical uncertainties, the pan-European STOXX Europe 600 Index has seen a decline, reflecting broader market challenges. Despite this backdrop, business activity in the eurozone remains positive with heightened optimism in the business outlook, offering potential opportunities for growth-focused investors. In such an environment, companies with strong insider ownership can be particularly appealing as they often indicate confidence from...
ENXTBR:BAR
ENXTBR:BARElectronic

Could Barco’s weConnect Push Clarify Its Long-Term EdTech Strategy for Investors (ENXTBR:BAR)?

Barco recently launched weConnect, a cloud-based collaborative learning platform for higher education that supports device connectivity, remote participation, and teacher moderation through a simple web app. The move highlights how Barco is targeting digitally enabled, student-centric learning environments, positioning its technology more directly within the evolving education-technology ecosystem. We will now explore how the higher-education focus of weConnect could shape Barco’s broader...
ENXTBR:WDP
ENXTBR:WDPIndustrial REITs

Assessing Warehouses De Pauw (ENXTBR:WDP) Valuation After Reaffirmed Guidance And Near Full Occupancy

Why Warehouses De Pauw just caught investors' attention Warehouses De Pauw (ENXTBR:WDP) reaffirmed its guidance for like-for-like rental growth and reported occupancy that remains close to fully let, which keeps the focus firmly on the resilience of its logistics portfolio. See our latest analysis for Warehouses De Pauw. With the share price at €22.98, Warehouses De Pauw has seen a 6.19% 1 month share price return and a 4.26% year to date share price return, while the 1 year total shareholder...
ENXTBR:VGP
ENXTBR:VGPReal Estate

VGP’s Targeted Green Bond Buyback: A Subtle Shift In Capital Strategy For VGP (ENXTBR:VGP)?

VGP NV recently reported the past completion of its capped tender offer for its outstanding €500,000,000 1.625% green bonds due January 2027, accepting €100,000,000 of the €320,100,000 then outstanding and confirming that the New Issue Condition was met. This move highlights VGP’s active approach to managing its green bond liabilities and refining its capital structure through selective early repayment. Next, we will explore how this targeted €100,000,000 green bond buyback shapes VGP’s...
ENXTBR:094426466
ENXTBR:094426466Metals and Mining

Assessing SCR-Sibelco (ENXTBR:094426466) Valuation After Recent Share Weakness And Premium P/E Ratio

SCR-Sibelco: recent share performance and business scale SCR-Sibelco (ENXTBR:094426466) has drawn investor attention after recent share moves, with the stock showing a month return of 12.73% decline and a past 3 months return of 2.04% decline. The company last closed at €4,800.00, with reported revenue of €2.3b and net income of €63.378m. This indicates a sizeable global industrial minerals business headquartered in Antwerp and operating across multiple regions. See our latest analysis for...
ENXTBR:FLOB
ENXTBR:FLOBFood

Floridienne And 2 Other European Gems With Strong Fundamentals

In recent weeks, the European market has experienced a downturn, with the pan-European STOXX Europe 600 Index declining by 0.98% amid ongoing trade and geopolitical uncertainties. Despite this backdrop, business activity in the eurozone shows modest expansion and increased optimism, presenting opportunities for discerning investors to identify stocks with robust fundamentals that can weather such volatility. When evaluating potential investments in this environment, it is crucial to focus on...
ENXTBR:UCB
ENXTBR:UCBPharmaceuticals

How Investors May Respond To UCB (ENXTBR:UCB) UK-Backed £500m R&D Expansion At Windlesham Hub

UCB previously announced that it would receive capital support from the UK government’s Life Sciences Innovative Manufacturing Fund as part of a joint investment of around £500 million to expand its R&D activities at the Windlesham, Surrey research hub. This funding underscores how the UK’s research infrastructure has become integral to UCB’s discovery engine, with several of its treatments originating from UK-based laboratories. We will now consider how this UK government-backed R&D...
ENXTBR:ABI
ENXTBR:ABIBeverage

AB InBev Live Nation Tie Up Links UK Festivals To Share Story

AB InBev has secured an exclusive beer and cider partnership with Live Nation in the UK. The agreement connects AB InBev brands to major music festivals and venues, targeting millions of attendees. The partnership focuses on immersive on site experiences and expanded visibility for the brewer's portfolio. For investors watching Anheuser-Busch InBev, ticker ENXTBR:ABI, this Live Nation deal links a global brewer with one of the UK's largest live entertainment platforms. With the current...
ENXTBR:ARGX
ENXTBR:ARGXBiotechs

Assessing Argenx (ENXTBR:ARGX) Valuation After FDA Priority Review Acceptance For VYVGART In Seronegative gMG

Argenx (ENXTBR:ARGX) is back in focus after the U.S. Food and Drug Administration accepted a priority review for a supplemental Biologics License Application for VYVGART in seronegative generalized myasthenia gravis. See our latest analysis for argenx. The FDA priority review has arrived after a year where argenx’s share price has been relatively muted in the short term, with a 30 day share price return of 2.45% decline and year to date share price return of 3.15% decline. However, the 1 year...
ENXTBR:DEME
ENXTBR:DEMEConstruction

Should DEME Group's New Norse Energi Vessel Shift How Investors View Its Offshore Edge (ENXTBR:DEME)?

DEME has taken delivery of its second new wind turbine installation vessel, Norse Energi, from CIMC Raffles Shipyard, a purpose-built ship designed to handle the next generation of large-scale offshore wind turbines with advanced lifting, loading, and sustainability features. By pairing Norse Energi with its sister vessel Norse Wind, DEME is expanding a specialized fleet that could enhance its role in complex offshore wind installation projects worldwide. We will now examine how this...
ENXTBR:AGS
ENXTBR:AGSInsurance

The Bull Case For ageas (ENXTBR:AGS) Could Change Following China Tax Windfall And Guidance Upgrade

Earlier in 2026, Belgium-based insurer Ageas raised its full-year guidance after China Taiping Insurance Holding’s updated tax treatment under IFRS 17/9 implied a positive one-off impact via their Taiping Life joint venture. This combination of stronger guidance and a tax-related uplift in China underscores management’s confidence in both core insurance operations and cross-border partnerships. We’ll now explore how the upgraded guidance, underpinned by the one-off tax benefit in China,...