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...
Wondering whether Exor at around €72 a share is quietly turning into a bargain, or if the market is seeing something you do not? Let us walk through what the price is really telling us about value.
Over the last week the stock has inched up about 0.4%, but that comes after a tougher stretch with the shares down roughly 3.1% over 30 days and about 18.5% over the past year, even though the 3 year return is still positive at around 7.5%.
Those moves are happening against a backdrop of ongoing...
Aperam recently launched grade 316A, a newly certified and patented austenitic stainless steel designed as a direct substitute for 316L, matching its corrosion and mechanical performance while cutting the molybdenum-driven alloy surcharge by up to 25% and requiring no process changes for users.
By delivering a lower-cost, lower-molybdenum alternative that still meets demanding industrial and decarbonisation requirements, the 316A launch underscores Aperam’s push to enhance its product mix...
Earlier in December 2025, CTP announced that TAS Logistyka expanded its lease at CTPark Warsaw South in Poland by almost 15,500 sqm, bringing its total space at the park to about 42,000 sqm since first signing in 2023.
This rapid expansion by an existing tenant highlights CTP’s focus on deepening client relationships and capturing demand for modern Polish logistics space across its growing park network.
We’ll examine how TAS Logistyka’s rapid expansion within CTPark Warsaw South influences...
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...
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...
Exor (ENXTAM:EXO) has quietly slid over the past 3 months, leaving the stock down almost 19% this year even as its diversified portfolio spans autos, agriculture, luxury brands, media and sports.
See our latest analysis for Exor.
The latest slide leaves Exor trading at around $71.9, and while the year to date share price return of negative 19 percent points to fading momentum, the positive three year total shareholder return of about 5 percent suggests longer term holders have still come out...
ASML Holding (ENXTAM:ASML) is back in the spotlight after Dutch media reports alleged sales of equipment to Chinese entities linked to SMIC and the military, putting export controls and geopolitical risk firmly on investors' radar.
See our latest analysis for ASML Holding.
The headlines have added some short term noise, with a recent pullback contributing to a 7 day share price return of minus 3.3 percent, but the 90 day share price return of 27 percent and five year total shareholder return...
Earlier in 2025, Coca-Cola Europacific Partners committed about €1.00 billion to expand manufacturing capacity, upgrade its supply chain, accelerate digital innovation, and advance sustainability, while also running an ongoing share buyback program of up to €1.00 billion with shares repurchased for cancellation.
Alongside these investments, continued buybacks and share acquisitions by senior managers via dividend reinvestment plans highlight management’s confidence and tighter alignment with...
CVC Capital Partners has recently promoted long-time dealmaker Peter Rutland to the newly created role of president and appointed Søren Vestergaard-Poulsen as chief investment officer of its private equity business, as part of its largest global promotion round involving almost 220 employees across 23 countries.
These sweeping leadership changes and broad-based promotions highlight CVC’s focus on succession planning and reinforcing its management bench as it scales post-IPO.
We’ll now...
Aperam (ENXTAM:APAM) just rolled out its new patented 316A stainless steel grade, and that is what has traders leaning in. The stock’s recent climb raises a simple question: how much of this innovation is already priced in?
See our latest analysis for Aperam.
Investors seem to be warming up to that story, with a 90 day share price return of roughly 26 percent and a 1 year total shareholder return close to 39 percent, suggesting momentum is building rather than fading.
If this stainless steel...
IMCD N.V. has announced that its Supervisory Board nominated long-time internal executive Floris Lagerwerf to become Chief Financial Officer in January 2027, succeeding retiring CFO Hans Kooijmans after a year-long transition period starting in 2026.
This early and internally focused succession plan, alongside proposed Supervisory Board reappointments, underscores IMCD’s emphasis on continuity in financial oversight and governance.
Next, we’ll explore how appointing an internal successor as...
In recent days, Prosus benefited from Tencent’s gains in Hong Kong and the successful listing of Indian e-commerce firm Meesho, where it holds sizeable stakes.
These portfolio moves highlight how Prosus’s value is closely tied to the market performance and listing outcomes of its underlying technology holdings.
We’ll now explore how Meesho’s listing, in particular, feeds into Prosus’s broader investment narrative and future portfolio monetisation.
This technology could replace computers:...
CVC Capital Partners (ENXTAM:CVC) just reshuffled its top ranks, creating a new president role for veteran dealmaker Peter Rutland and elevating nearly 220 staff. These moves sharpen the firm’s leadership succession story.
See our latest analysis for CVC Capital Partners.
The leadership shake up arrives after a tough stretch in the market, with a 1 day share price return of 4.26 percent to $14.21 offering a rare bright spot against a year to date share price return of minus 32.53 percent and...
Wondering if Wolters Kluwer is quietly turning into a value opportunity after a rough stretch? You are not alone. This is exactly what we are going to unpack here.
The stock has slipped recently, down 1.6% over the last week, 5.0% over the past month, and about 44.9% year to date, even though it still sits about 39.3% higher than it was five years ago.
Behind those moves, investors have been reacting to Wolters Kluwer's ongoing push into higher margin, software driven information solutions...
In recent days, Dinari announced that Flow Traders will serve as its key market maker for 24/7 trading of tokenized U.S. equities across the Dinari Financial Network and centralized exchanges, aiming to offer deep liquidity, instant settlement, and access to more than 200 tokenized stocks from Q1 2026.
This move highlights Flow Traders’ push into always-on digital asset infrastructure, positioning the firm at the intersection of traditional equity markets and blockchain-based...
In December 2025, Cleverbridge announced it had expanded its existing integration with Adyen into a broader commercial partnership, combining Cleverbridge’s Merchant of Record platform with Adyen’s global acquiring network to support B2B and B2C clients’ international expansion and compliance needs.
An interesting angle is the partners’ planned focus on “agentic commerce,” aiming to use automation and intelligence to fine-tune every stage of the digital buying journey for joint...
DSM-Firmenich has now completed its previously announced share repurchase program, buying back 12,930,796 shares, equal to 4.89% of its capital, for €1,080 million up to December 1, 2025.
This sizable buyback, which retires a meaningful portion of the share base, underlines management’s confidence in capital allocation and future cash-generation capacity.
We’ll now examine how completing this €1,080 million repurchase, and its impact on the share count, influences DSM-Firmenich’s investment...