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...
ENXTAM:CVC
ENXTAM:CVCCapital Markets

Will CVC’s Post‑IPO Leadership Shakeup Reshape CVC Capital Partners' (ENXTAM:CVC) Investment Narrative?

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...
ENXTAM:IMCD
ENXTAM:IMCDTrade Distributors

Will IMCD’s Internal CFO Succession Plan Strengthen Management Continuity and Credibility (ENXTAM:IMCD)?

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...
ENXTAM:PRX
ENXTAM:PRXMultiline Retail

Did Tencent Gains and Meesho IPO Just Shift Prosus' (ENXTAM:PRX) Investment Narrative?

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:...
ENXTAM:WKL
ENXTAM:WKLProfessional Services

Assessing Wolters Kluwer’s Valuation After a 44.9% Share Price Slide in 2025

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...
ENXTAM:FLOW
ENXTAM:FLOWCapital Markets

Is Flow Traders' 24/7 Tokenized Equity Market-Making Deal Reshaping Its Investment Case (ENXTAM:FLOW)?

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...
ENXTAM:INGA
ENXTAM:INGABanks

European Dividend Stocks To Enhance Your Portfolio

As the European markets navigate mixed returns, with the pan-European STOXX Europe 600 Index inching higher amid hopes for interest rate cuts in both the U.S. and UK, investors are keenly observing economic indicators like inflation and GDP growth. In this dynamic environment, dividend stocks can offer a compelling opportunity for portfolio enhancement by providing steady income streams and potential capital appreciation.