Dutch Logistics Stock News

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:ARCAD
ENXTAM:ARCADProfessional Services

Assessing Arcadis (ENXTAM:ARCAD) Valuation After New Multi Year CCI BioEnergy Agreement

Arcadis shares react to new multi-year agreement with CCI BioEnergy Arcadis (ENXTAM:ARCAD) caught investor attention after announcing a multi-year Master Service Agreement with CCI BioEnergy to deliver engineering and detailed design services for Toronto’s Disco Road Organics Processing Facility expansion. See our latest analysis for Arcadis. At a share price of €35.1, Arcadis has seen a 1-day share price return of 2.75%. However, there has been shorter term weakness, with a 7-day share price...
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:HEIJM
ENXTAM:HEIJMConstruction

Koninklijke Heijmans (ENXTAM:HEIJM) Is Up 25.1% After EPS Jumps To €4.73 Has The Bull Case Changed?

Koninklijke Heijmans N.V. recently reported its full-year 2025 results, with sales rising to €2,772 million and net income increasing to €130 million compared with the prior year. The sharp improvement in basic earnings per share from continuing operations, up to €4.73, underlines a step-up in profitability that may reshape how investors view Heijmans’ earnings power. We’ll now examine how Heijmans’ stronger full-year profitability could influence its pre-existing investment narrative around...
ENXTAM:INGA
ENXTAM:INGABanks

Assessing ING Groep (ENXTAM:INGA) Valuation After A Strong Multi‑Year Shareholder Return Run

What ING Groep’s recent performance data tells investors ING Groep (ENXTAM:INGA) has been drawing attention after a mixed run in its share price, with a modest 1 day gain, recent weekly softness, and stronger performance over the past 3 years and 5 years. See our latest analysis for ING Groep. At a share price of €24.475, ING Groep’s recent pattern of a 1 day share price return of 1.14% alongside a 90 day share price return of 13.94%, but a weaker 7 day share price return of 5.26%, suggests...
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:LIGHT
ENXTAM:LIGHTElectrical

Signify (ENXTAM:LIGHT) Valuation Check After Libya Lighting Deal And US Patent Win

Signify (ENXTAM:LIGHT) has been in focus after signing a partnership with Libya’s National Development Agency to supply smart, energy efficient lighting, as well as securing a US legal win that upheld its LED technology patents. See our latest analysis for Signify. The Libya agreement and US patent win come as Signify’s €20.16 share price has seen a 1-day share price return of 1.46% but a year-to-date share price return decline of 6.75%, while the 1-year total shareholder return of 3.49%...
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...
ENXTAM:MICC
ENXTAM:MICCFood

Is It Time To Reconsider Magnum Ice Cream (ENXTAM:MICC) After Recent Share Price Volatility

If you are wondering whether Magnum Ice Cream at €13.77 is a bargain or already fully priced, you are not alone, many investors are asking the same question. The stock has been volatile recently, with a 13.4% decline over the last 7 days, a 4.4% return over 30 days, and a 3.6% return year to date, which can signal shifting views on its potential and risk. Recent coverage around Magnum Ice Cream has focused on keeping investors informed with evergreen analysis, giving context for these moves...
ENXTAM:WKL
ENXTAM:WKLProfessional Services

Is Wolters Kluwer (ENXTAM:WKL) Using Buybacks to Refine Its Capital Allocation Playbook?

In the past week, Wolters Kluwer repurchased 201,855 of its own ordinary shares under its previously announced €200,000,000 buyback program, with the shares held as treasury stock for future cancellation. This ongoing capital return effort not only reduces the company’s share count over time but also highlights management’s confidence and disciplined balance sheet use amid rising compliance complexity in its end-markets. Next, we will examine how this latest buyback activity fits into...