ENXTAM:ABN
ENXTAM:ABNBanks

The Bull Case For ABN AMRO Bank (ENXTAM:ABN) Could Change Following Jefferies’ Capital-Strength-Focused Hold Initiation

Jefferies recently initiated coverage on ABN AMRO Bank with a “hold” rating, highlighting the lender’s capital position, earnings outlook, and Dutch mortgage exposure while noting that its dividend yield is supported by capital buffers and capital ratios above regulatory requirements. The broker’s view that both ABN AMRO and ING are positioned to return capital to shareholders underscores how robust regulatory capital levels can underpin income-focused investment cases. We’ll now examine how...
ENXTAM:ASML
ENXTAM:ASMLSemiconductor

Is ASML Holding (ENXTAM:ASML) Pricing In Recent 90% One-Year Surge Too Optimistically?

If you are wondering whether ASML Holding's current share price reflects its true worth, you are not alone. This article is designed to help you frame that question clearly. The stock last closed at €1,217.60, with returns of 6.8% over 7 days, 35.4% over 30 days, 23.5% year to date, 90.1% over 1 year, 107.7% over 3 years and 178.5% over 5 years. These figures naturally raise questions for you about what is already priced in. Recent attention around ASML has centered on its role in the...
ENXTAM:ADYEN
ENXTAM:ADYENDiversified Financial

Adyen (ENXTAM:ADYEN) Valuation Check After New SNAP EBT And Platform Payment Partnerships

Adyen (ENXTAM:ADYEN) has been in focus after announcing a collaboration with Forage to enable SNAP EBT payments for its U.S. merchants, expanding its reach in food, beverage, and grocery payments. See our latest analysis for Adyen. These new partnerships in food, grocery, and platform payments come as Adyen’s share price sits at €1,393.60, with a 7 day share price return of 1.65% but a 1 year total shareholder return of 7.32% decline, suggesting recent momentum has been modest while longer...
ENXTAM:PHIA
ENXTAM:PHIAMedical Equipment

Is Philips (ENXTAM:PHIA) Pricing Look Attractive After Recent Share Price Rebound?

If you are wondering whether Koninklijke Philips shares are offering fair value at around €24.76, the key is to understand how that price compares with different measures of worth. Over the last month the stock has returned 8.9%, with a 7.1% return year to date, while the 1 year return of a 0.5% decline and the 5 year return of a 36.8% decline sit alongside a very large 3 year gain of 67.3%. Recent coverage around Philips has focused on ongoing business developments and risk considerations,...
ENXTAM:PHARM
ENXTAM:PHARMBiotechs

European Penny Stocks To Watch In January 2026

The European markets have recently faced a downturn, with the pan-European STOXX Europe 600 Index and major national indices like France’s CAC 40 and Germany’s DAX experiencing declines amid renewed trade and geopolitical uncertainties. Despite these challenges, investors continue to explore opportunities beyond the well-known names, turning their attention to penny stocks. While often associated with smaller or newer companies, penny stocks can still provide significant value when backed by...
ENXTAM:PHARM
ENXTAM:PHARMBiotechs

Pharming Group (ENXTAM:PHARM) Valuation After 27% Revenue Beat And Joenja Growth Outlook

Why Pharming Group’s latest revenue update is getting attention Pharming Group (ENXTAM:PHARM) has drawn fresh investor interest after reporting preliminary 2025 revenues about 27% above its own guidance, alongside a 2026 sales outlook tied to Joenja and upcoming clinical trial read outs. See our latest analysis for Pharming Group. The preliminary 2025 revenue update appears to have come on the back of building momentum in the share price, with a 30 day share price return of 18.82% and a 90...
ENXTAM:ASM
ENXTAM:ASMSemiconductor

Should ASM’s Brighter Q1 2026 Outlook and Forecast Upgrade Require Action From ASM International (ENXTAM:ASM) Investors?

Earlier this month, ASM International reported an upbeat early Q4 2025 update, indicating that Q1 2026 revenue at constant currencies should rise healthily, supported by demand from leading-edge foundry and logic customers. Berenberg responded by upgrading its medium-term forecasts for ASM International’s sales, EBIT, and EPS, highlighting the importance of steadier capital spending signals from major customers such as TSMC and Intel for the company’s order outlook. We will now examine how...
ENXTAM:AMG
ENXTAM:AMGMetals and Mining

AMG Critical Materials (ENXTAM:AMG) Is Up 8.8% After Aramco Hybrid ESS Deal - Has The Bull Case Changed?

AMG Critical Materials N.V. recently announced that its subsidiary AMG LIVA will install a Hybrid Energy Storage System, combining lithium‑ion and vanadium redox flow batteries with AI-driven controls, at Aramco’s solar-integrated Bulk Plant in Tabuk, Saudi Arabia. This project, linked to the planned IK Supercenter recycling hub and local vanadium electrolyte production, underlines AMG’s role in building a fully integrated, lower‑carbon battery materials value chain inside the Kingdom. We’ll...
ENXTAM:UMG
ENXTAM:UMGEntertainment

How Universal’s Expanded NetEase AI Licensing Pact At Universal Music Group (ENXTAM:UMG) Has Changed Its Investment Story

Universal Music Group recently renewed a multi‑year licensing agreement with NetEase Cloud Music, extending access to UMG’s global catalog in China and adding joint marketing, product innovation, and artist‑centric AI protections. The deal underlines how control over premium content and the rules for using artificial intelligence are becoming central to power in global music streaming. Next, we’ll examine how this expanded NetEase partnership, especially its artist‑centric AI terms,...
ENXTAM:MT
ENXTAM:MTMetals and Mining

ArcelorMittal (ENXTAM:MT) Is Up 9.2% After Pivot Toward Higher-Margin, Lower-Carbon Steel Products

In mid-January 2026, ArcelorMittal drew fresh attention as investors reacted to its emphasis on higher-margin, lower-carbon steel products and portfolio optimization, against a backdrop of supportive trade policies and resilient demand outside China. What stands out is how the company’s shift toward cleaner, higher-value steel and divestment of weaker assets is reshaping how analysts and investors view its longer-term prospects. We’ll now examine how this focus on higher-margin, lower-carbon...
ENXTAM:KPN
ENXTAM:KPNTelecom

A Look At KPN (ENXTAM:KPN) Valuation As Traders Position For January 2026 Earnings

Why KPN’s upcoming earnings are drawing fresh attention Koninklijke KPN (ENXTAM:KPN) is back in focus as traders position ahead of its 28 January 2026 earnings announcement, with attention on revenue trends, contract growth, guidance and potential implications for future dividends. See our latest analysis for Koninklijke KPN. At a share price of €3.888, KPN has experienced short term share price pressure, with a 90 day share price return showing a decline of 4.96%, even as the 1 year total...
ENXTAM:ASML
ENXTAM:ASMLSemiconductor

Assessing ASML Holding (ENXTAM:ASML) Valuation After TSMC’s Expanded 2026 Capex And AI Demand Optimism

Market sentiment around ASML Holding (ENXTAM:ASML) has brightened after Taiwan Semiconductor Manufacturing Company outlined a sizable 2026 capital spending plan focused on advanced process technologies, where ASML’s EUV tools play a central role. See our latest analysis for ASML Holding. ASML’s recent momentum has picked up meaningfully, with a 31.1% 1 month share price return contributing to a 69.8% 1 year total shareholder return. This suggests sentiment has improved as chipmakers commit...
ENXTAM:CSG
ENXTAM:CSGAerospace & Defense

Assessing CSG (ENXTAM:CSG) Valuation After Its Strong Euronext Amsterdam IPO Debut

CSG (ENXTAM:CSG) grabbed investor attention after its Euronext Amsterdam IPO, with the offering raising about €3.3b and the share price jumping sharply from the €25 issue level on debut. See our latest analysis for CSG. The first day 31.4% share price return from the €25 IPO level to around €32.85 points to strong early momentum, helped by heightened interest in defence contractors and reinforced by the board appointment of Lynn Fordham, which may be seen as adding governance depth. If CSG’s...
ENXTAM:PHARM
ENXTAM:PHARMBiotechs

How Investors Are Reacting To Pharming Group (ENXTAM:PHARM) Beating Guidance And Easing Market Share Fears

Pharming Group recently reported preliminary 2025 revenues that were around 27% higher than the prior year, slightly above its own guidance and easing fears about market share erosion to a rival therapy. The company also highlighted a strong outlook for Joenja/leniolisib and upcoming clinical trial read-outs, suggesting its rare disease portfolio could be an increasingly important growth engine. Next, we’ll examine how this better‑than‑expected revenue performance and confidence around...
ENXTAM:INGA
ENXTAM:INGABanks

Assessing ING Groep (ENXTAM:INGA) Valuation As Buyback Progresses And Supervisory Board Change Looms

Why ING Groep Is Back on Investors’ Radar ING Groep (ENXTAM:INGA) is attracting fresh attention after two developments: the ongoing €1.1b share buyback, which has already retired over 21 million shares, and an upcoming change on its Supervisory Board. See our latest analysis for ING Groep. Those capital returns and governance changes come after a mixed stretch in the market, with a 16.9% 90 day share price return contrasting with modest year to date weakness, while one year and multi year...
ENXTAM:IMCD
ENXTAM:IMCDTrade Distributors

Assessing IMCD (ENXTAM:IMCD) Valuation After New Lab Openings In Brea And Jakarta

Why IMCD’s new labs matter for shareholders IMCD (ENXTAM:IMCD) has opened new laboratories in Brea, California, and Jakarta, Indonesia. This expands its global technical center network in beauty, personal care, coatings, and construction, enabling closer collaboration with customers. See our latest analysis for IMCD. IMCD’s recent lab openings and the upcoming 2025 results announcement arrive after a mixed stretch. The share price is at €77.96, with a modest 30 day share price return of 1.38%...
ENXTAM:KPN
ENXTAM:KPNTelecom

How Post‑Earnings Trading Around Broadband and IT Shapes KPN’s (ENXTAM:KPN) Investment Narrative

Koninklijke KPN has seen a surge in recent trading activity as investors reacted to the now-past 28 January 2026 earnings announcement, which was expected to shed light on broadband and IT services revenue trends. The heightened focus on these specific business lines underlines how crucial KPN’s broadband and IT services mix has become to investor expectations around the group’s performance. We’ll now examine how this increased attention on KPN’s broadband and IT services outlook shapes the...
ENXTAM:UMG
ENXTAM:UMGEntertainment

Universal Music Group’s NetEase Cloud Music Deal And What It Might Mean For Valuation

Universal Music Group (ENXTAM:UMG) has signed a multi year licensing agreement with NetEase Cloud Music in China, expanding access to UMG’s global catalog and setting artist centric rules on artificial intelligence use. See our latest analysis for Universal Music Group. That China deal comes at a time when Universal Music Group’s share price stands at €21.08, with a 90 day share price return of an 11.54% decline and a 1 year total shareholder return of an 11.22% decline. This suggests recent...
ENXTAM:HEIA
ENXTAM:HEIABeverage

Heineken (ENXTAM:HEIA) Valuation Reappraised After Profit Warning And CEO Succession News

Heineken CEO exit and profit warning set the stage for a closer look at the shares Heineken (ENXTAM:HEIA) has rattled investors with a profit warning tied to weaker beer sales, while CEO Dolf van den Brink plans to step down in 2026, putting leadership and strategy under closer scrutiny. See our latest analysis for Heineken. Heineken's profit warning and CEO succession plan arrive after a period of muted share price momentum, with the share price around €67.76 and a modest 1 year total...
ENXTAM:VLK
ENXTAM:VLKCapital Markets

Did Winning SPW’s €15 Billion Mandate Just Shift Van Lanschot Kempen’s (ENXTAM:VLK) Investment Narrative?

Earlier in January 2026, Stichting Pensioenfonds voor de Woningcorporaties appointed Van Lanschot Kempen as fiduciary manager for its €15.00 billion pension fund serving over 80,000 participants. This win, taking over from APG after more than a decade, underscores Van Lanschot Kempen’s role in large-scale Dutch pension asset management. Next, we’ll examine how securing this sizeable fiduciary mandate shapes Van Lanschot Kempen’s investment narrative and future business profile. Explore 23...