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:PHIA
ENXTAM:PHIAMedical Equipment

Koninklijke Philips (ENXTAM:PHIA) Valuation Check After Recent Share Price Weakness

Koninklijke Philips (ENXTAM:PHIA) has been under quiet pressure lately, with the stock slipping over the past month and past 3 months, even as earnings and revenue continue to grow. See our latest analysis for Koninklijke Philips. At around $22.79, the recent 1 month and year to date share price declines suggest momentum has cooled, even though the 3 year total shareholder return near 90% still points to a solid longer term recovery story. If Philips has you thinking about where healthcare...
ENXTAM:THEON
ENXTAM:THEONAerospace & Defense

Theon International (ENXTAM:THEON) Valuation Check After Strong 1-Year Rally and Recent Share Price Pullback

Theon International (ENXTAM:THEON) has quietly delivered strong gains over the past year, even as recent weeks turned choppy. That mix of momentum and pullback is exactly what makes the stock interesting now. See our latest analysis for Theon International. At a latest share price of $27.45, Theon International has cooled off from its sharp run, with a 7 day share price return of minus 9.11 percent and a 1 year total shareholder return of 131 percent. This still points to strong underlying...
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:EXO
ENXTAM:EXODiversified Financial

Is Exor’s Share Price Slide Creating an Opportunity for Long Term Investors?

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...
ENXTAM:APAM
ENXTAM:APAMMetals and Mining

Is Aperam’s (ENXTAM:APAM) New 316A Alloy Quietly Recasting Its Margin And Innovation Story?

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...
ENXTAM:CTPNV
ENXTAM:CTPNVReal Estate

Is TAS Logistyka’s CTPark Warsaw Expansion Reshaping CTP’s Client-Led Growth Story (ENXTAM:CTPNV)?

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...
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...
ENXTAM:EXO
ENXTAM:EXODiversified Financial

Exor (ENXTAM:EXO) Valuation Check After Recent Share Price Pullback

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...
ENXTAM:ASML
ENXTAM:ASMLSemiconductor

ASML (ENXTAM:ASML) Valuation Check After China Export Scrutiny and Ongoing AI-Driven Optimism

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...
ENXTAM:CCEP
ENXTAM:CCEPBeverage

Does CCEP’s €1 Billion Supply Chain And Buyback Push Change The Bull Case For Coca-Cola Europacific Partners (ENXTAM:CCEP)?

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...