Dutch Beverage Stock News

ENXTAM:AGN
ENXTAM:AGNInsurance

Is Aegon (ENXTAM:AGN) Pricing Reflect Its Strong Multi Year Share Return Performance

If you are wondering whether Aegon is still offering value at around €6.61 per share, you are not alone. Many investors are asking if the current price properly reflects the business behind the ticker. Over the past year Aegon shares returned 8.7%, and over 3 and 5 years the stock returned 61.5% and 110.6% respectively. This can change how the market thinks about its risk and return profile, even though the 7 day, 30 day and year to date moves have been close to flat. Recent coverage around...
ENXTAM:WKL
ENXTAM:WKLProfessional Services

Wolters Kluwer Expands Libra AI In Europe Raising Fresh Valuation Questions

Wolters Kluwer (ENXTAM:WKL) has expanded its Libra legal AI workspace across Europe, with a new launch in Italy. The rollout builds on its acquisition of Libra Technology and aims to combine advanced AI tools with authoritative legal content for European legal professionals. The Italian launch is part of an ongoing pan European expansion that targets law firms, in house teams, and other legal users. For you as an investor, this move sits squarely in Wolters Kluwer’s core information and...
ENXTAM:BESI
ENXTAM:BESISemiconductor

Assessing BE Semiconductor Industries (ENXTAM:BESI) Valuation After Mixed Q4 2025 Earnings Results

Q4 2025 earnings trigger mixed reaction BE Semiconductor Industries (ENXTAM:BESI) just reported fourth quarter 2025 results with sales of €166.35 million and net income of €42.81 million, alongside lower earnings per share than a year earlier. See our latest analysis for BE Semiconductor Industries. The Q4 2025 release, with higher sales but lower net income and earnings per share than a year ago, comes alongside strong momentum, with a 90 day share price return of 43.79% and a 5 year total...
ENXTAM:BFIT
ENXTAM:BFITHospitality

3 European Stocks That May Be Priced Below Their Estimated Value

As European markets navigate through volatility, with the pan-European STOXX Europe 600 Index recently hitting a new high but ending broadly unchanged, investors are keenly observing how AI disruption concerns and better-than-expected U.S. jobs data influence sentiment across the continent. In this environment, identifying stocks that may be priced below their estimated value can offer potential opportunities for those looking to capitalize on market inefficiencies.
ENXTAM:ASML
ENXTAM:ASMLSemiconductor

How Investors May Respond To ASML Holding (ENXTAM:ASML) Record Q4 Bookings And Higher 2026 Sales Outlook

ASML Holding recently reported its fiscal Q4 2025 results, delivering record sales, order intake, and free cash flow, with quarterly bookings reaching €13.20 billion and management raising its 2026 net sales outlook to a range of €34.00 billion to €39.00 billion. The earnings update highlighted how accelerating AI infrastructure demand is feeding directly into ASML’s order book, reinforcing the central role of its EUV lithography tools in enabling advanced chip production. With ASML’s record...
ENXTAM:CCEP
ENXTAM:CCEPBeverage

Coca Cola Europacific Partners (ENXTAM:CCEP) Margin Gain Reinforces Bullish Profitability Narrative

Coca Cola Europacific Partners (ENXTAM:CCEP) has opened FY 2025 with first half revenue of €10.3b and basic EPS of €1.99, against a backdrop of trailing twelve month revenue of €20.9b and EPS of €4.26 as the market weighs what these headline numbers mean at a share price of €88.8. Over the past few reporting periods, the company has seen revenue move from €10.6b with EPS of €1.35 in the second half of 2024 to €9.8b with EPS of €1.73 in the first half of 2024, giving investors a clearer sense...
ENXTAM:ADYEN
ENXTAM:ADYENDiversified Financial

Adyen Partnerships Signal Growing Enterprise Use While Shares Trade Below Targets

Adyen announced a series of new partnerships in the past week with Mesh Payments, Medius, Uber, and Gargash Group. The Mesh Payments collaboration focuses on scalable card issuance and FX free expense management across Europe. Through Medius, Adyen will support integrated corporate expense cards and rewards for business clients. Adyen is working with Uber on a new payment kiosk for international travelers at a major U.S. airport. The partnership with Gargash Group targets modernization of...
ENXTAM:DSFIR
ENXTAM:DSFIRChemicals

A Look At DSM Firmenich (ENXTAM:DSFIR) Valuation After €1.5b Dual Tranche Bond Issuance

DSM-Firmenich (ENXTAM:DSFIR) has drawn fresh attention after launching a €1.5b dual tranche bond, earmarked for refinancing existing maturities, alongside recent earnings, dividend news and active engagement with analysts and shareholders. See our latest analysis for DSM-Firmenich. The recent €1.5b bond issuance, together with the full year 2025 results, analyst and shareholder calls, and the proposed €2.50 dividend, comes against a weak share price backdrop, with a 1 year total shareholder...
ENXTAM:MT
ENXTAM:MTMetals and Mining

ArcelorMittal (ENXTAM:MT) Valuation Check As Profitability Returns And Dividend And Growth Plans Advance

ArcelorMittal (ENXTAM:MT) is back in focus after confirming a €1.3b electric arc furnace project in Dunkirk, alongside a proposed quarterly dividend increase and guidance that points to higher 2026 steel production and shipments. See our latest analysis for ArcelorMittal. The recent Dunkirk EAF commitment, dividend proposal and 2026 production guidance sit against a strong run in the stock, with a 30 day share price return of 26.44% and a 1 year total shareholder return of 94.15%. This...
ENXTAM:ASML
ENXTAM:ASMLSemiconductor

ASML Bookings Jump As AI Data Center Demand Shapes 2026 Outlook

ASML Holding (ENXTAM:ASML) reports a 48% annual rise in net bookings, reflecting stronger demand for its lithography tools. Management highlights increased global orders linked to accelerated AI data center build outs by large tech companies. The company points to rising interest across its extreme ultraviolet (EUV) systems and is planning for additional capacity. These trends are being discussed in the context of expected semiconductor supply needs in 2026 and 2027. ASML Holding, listed as...
ENXTAM:PHARM
ENXTAM:PHARMBiotechs

Assessing Pharming Group (ENXTAM:PHARM) Valuation After 2026 Revenue Guidance For Joenja And RUCONEST

2026 revenue guidance puts Joenja and RUCONEST in focus Pharming Group (ENXTAM:PHARM) has issued earnings guidance for 2026, projecting total revenues between US$405 million and US$425 million. This outlook is framed around growth in Joenja and continued contributions from RUCONEST. See our latest analysis for Pharming Group. The 2026 revenue guidance comes after a mixed few months for the stock, with a 16.71% 1 month share price return decline and a 9.02% year to date share price return...
ENXTAM:ADYEN
ENXTAM:ADYENDiversified Financial

Why Adyen (ENXTAM:ADYEN) Is Down 20.9% After Soft 2026 Outlook Tempers Strong 2025 Results

In February 2026, Adyen reported second-half 2025 results showing 21% constant-currency net revenue growth and 23% EBITDA growth with a 55% margin, while also expanding partnerships with brands like Starbucks, Uber, and accesso and launching its AI-driven Personalize checkout service. Despite these product advances and client wins, Adyen’s cautious 2026 outlook and softer-than-expected guidance for net revenue and margins raised questions about how currency headwinds, regional slowdowns, and...
ENXTAM:AD
ENXTAM:ADConsumer Retailing

Ahold Delhaize Q4 Update Highlights Online Growth And European Expansion

Ahold Delhaize (ENXTAM:AD) reports strong Q4 results, with online sales gaining momentum. The company confirms upgraded shareholder returns alongside its quarterly update. Delfood and Profi acquisitions are completed, adding scale to Ahold Delhaize's European footprint. Ahold Delhaize, the food retail group behind banners such as Albert Heijn and Food Lion, is leaning into its mix of supermarkets and online grocery to serve shoppers across Europe and the US. Recent Q4 results put a...
ENXTAM:KPN
ENXTAM:KPNTelecom

KPN Reshapes Capital Structure With Debt Tender Offers And Share Buyback

Koninklijke KPN (ENXTAM:KPN) has launched tender offers to repurchase outstanding notes maturing in 2026 and 2029 as part of a broad debt management effort. The company expects settlement of these offers soon, aligning near term liabilities with its current funding plans. KPN has also started executing a substantial share buyback program, returning capital to shareholders alongside its balance sheet actions. KPN, a major telecom operator in the Netherlands, is a core provider of fixed and...
ENXTAM:MICC
ENXTAM:MICCFood

Magnum Ice Cream (ENXTAM:MICC) Margin Compression Challenges Bullish Earnings Growth Narratives

Magnum Ice Cream (ENXTAM:MICC) has wrapped up FY 2025 with second half revenue of €3.4b and a net loss of €161m, following first half revenue of €4.5b and net income of €454m, alongside prior second half 2024 revenue of €3.6b and net income of €127m. Over the last 12 months, total revenue has sat in a tight band between €7.6b and €8.1b, while net income has ranged from €293m to €581m. This gives investors a clear view of how earnings power and profitability have shifted through the year. With...
ENXTAM:HEIO
ENXTAM:HEIOBeverage

Is It Time To Reassess Heineken Holding (ENXTAM:HEIO) After Recent Share Price Strength

For investors considering whether Heineken Holding shares offer good value at around €70.85, this article explores what the current price might be implying about the business. The stock has returned 6.7% over the past week, 14.3% over the last 30 days and 14.2% year to date, while the 1 year return sits at 5.4% and the 3 year return at a 2.3% decline. Recent attention on the stock has been driven by ongoing interest in global consumer staples and how large beverage brands are positioned, as...
ENXTAM:HEIA
ENXTAM:HEIABeverage

Is Heineken (ENXTAM:HEIA) Pricing Look Interesting After Recent Share Price Strength

If you are wondering whether Heineken at around €78 a share still offers value, the key question is how its current price compares with what the business might reasonably be worth. The stock has recently been firm, with returns of 6.0% over the last 7 days, 14.4% over the last 30 days, 13.2% year to date, and 0.8% over the last year. However, the 3 year and 5 year returns of negative 12.9% and negative 1.0% show a much flatter longer term picture. Recent news around Heineken has focused on...
ENXTAM:PRX
ENXTAM:PRXMultiline Retail

Is Prosus (ENXTAM:PRX) Starting To Look Attractive After Recent Share Price Slide?

If you are wondering whether Prosus is starting to look like value or a value trap at around €42.76 per share, you are not alone. That is exactly what this article will unpack. The stock has seen a 5.9% decline over the last 7 days, a 22.9% decline over the last 30 days and a 20.5% decline year to date, even though the 1 year return is 4.4% and the 3 year return is 25.6%, while the 5 year return sits at a 12.9% decline. Recent news flow around Prosus has focused on its broad portfolio of...