ENXTAM:ASM
ENXTAM:ASMSemiconductor

Does ASM International’s (ENXTAM:ASM) AI Tool Spotlight Reveal Durable Moat or Cyclical Tailwind?

In recent days, ASM International has been highlighted as a key supplier of advanced atomic layer deposition and epitaxy tools used in manufacturing cutting-edge AI and high-performance computing chips for leading global fabs. This renewed focus on its role in enabling the most advanced logic nodes and high-bandwidth memory underscores how central ASM International has become to next-generation semiconductor production ecosystems. We’ll now examine how ASM International’s heightened...
ENXTAM:ASML
ENXTAM:ASMLSemiconductor

Assessing ASML After a 30% Rally and Conflicting Cash Flow and Earnings Signals

If you are wondering whether ASML Holding is still worth buying after its huge run, or if you have missed the boat on this chip equipment giant, you are in the right place to unpack what the current price is really telling us. Despite a recent dip of 2.6% over the last week, ASML is still up 1.7% over the past month, 30.7% year to date, and 32.7% over the last year, which keeps expectations and risk perceptions running high. Those moves are happening against a backdrop of ongoing demand for...
ENXTAM:HEIO
ENXTAM:HEIOBeverage

Heineken (ENXTAM:HEIO) Valuation Check After Recent Outperformance in European Consumer Staples Sector

Heineken Holding (ENXTAM:HEIO) has quietly outperformed the broader European consumer staples space over the past month, and that strength is starting to catch investors attention as they reassess its longer term track record. See our latest analysis for Heineken Holding. Zooming out, Heineken Holding’s roughly 6 percent year to date share price return and double digit 1 year total shareholder return suggest momentum is gradually rebuilding as investors warm to its earnings recovery story. If...
ENXTAM:INGA
ENXTAM:INGABanks

How Investors May Respond To ING Groep (ENXTAM:INGA) Accelerating Its €1.10 Billion Capital-Reducing Share Buyback

ING Groep recently reported that, as part of its previously announced €1.10 billion share buyback programme, it repurchased 2,017,765 shares between 8 and 12 December 2025, bringing total repurchases to 13,399,920 shares, or about 27.13% of the programme’s maximum value. The buyback, aimed at reducing ING’s share capital, highlights the bank’s ongoing focus on returning excess capital to shareholders alongside its broader digital and sustainable finance initiatives. We’ll now examine how...
ENXTAM:GLPG
ENXTAM:GLPGBiotechs

Did Strong GLPG5101 CAR T Data and Decentralized Manufacturing Just Shift Galapagos' (ENXTAM:GLPG) Investment Narrative?

Earlier in December 2025, Galapagos NV reported updated Phase 2 results from its ATALANTA-1 trial of CD19 CAR T-cell therapy GLPG5101 in heavily pretreated mantle cell lymphoma, showing very high response rates, durable outcomes at nine months, and an encouraging safety profile presented at the ASH Annual Meeting. Beyond efficacy, the trial also highlighted the feasibility of decentralized manufacturing, with most patients receiving a fresh GLPG5101 product within seven days of apheresis,...
ENXTAM:HEIO
ENXTAM:HEIOBeverage

Heineken Holding Valuation After Recent Share Price Rebound in 2025

If you are wondering whether Heineken Holding is still worth a spot in your portfolio at today’s price, you are not alone. This article is going to unpack exactly what you are paying for. The shares are up 4.5% over the last week and 7.5% year to date, but that strength comes after a tougher few years, with the stock still down 6.9% over three years and 8.5% over five. Recent price moves sit against a backdrop of Heineken continuing to push its premiumisation strategy and expand its global...
ENXTAM:WKL
ENXTAM:WKLProfessional Services

Wolters Kluwer (ENXTAM:WKL): Evaluating Valuation as Expert AI Powers New CCH Axcess Advisor Launch

Wolters Kluwer (ENXTAM:WKL) just put its Expert AI front and center with the upcoming launch of CCH Axcess Advisor, a platform built to nudge accounting firms toward recurring advisory relationships. See our latest analysis for Wolters Kluwer. These Expert AI launches come as Wolters Kluwer’s share price, now around $90.5, shows pressure, with a year to date share price return of minus 43.9 percent and a five year total shareholder return still positive at about 42.4 percent. This suggests...
ENXTAM:ARCAD
ENXTAM:ARCADProfessional Services

Is Arcadis’ Planned CEO Succession Elevating Its Sustainability-Led Strategy For Arcadis (ENXTAM:ARCAD)?

Arcadis has announced that Heather Polinsky, currently Global President for Resilience and Mobility, has been nominated to become CEO and Chair of the Executive Board from 1 March 2026, following a structured succession process that includes shareholder approval at the May 2026 AGM. Her long tenure at Arcadis, deep experience in resilience-focused engineering and M&A, and high-profile climate and water advocacy suggest continuity in the company’s sustainability and transformation agenda at...