ENXTAM:SBMO
ENXTAM:SBMOEnergy Services

SBM Offshore (ENXTAM:SBMO): Assessing Valuation After Strong Year-to-Date Share Price Gains

SBM Offshore (ENXTAM:SBMO) shares have drawn attention this month, rising alongside steady gains in the energy sector. Investors are taking notice as the company posts healthy returns and shows solid year-to-date performance. See our latest analysis for SBM Offshore. SBM Offshore’s latest surge comes after a steady climb this year, with the share price up 44.8% year-to-date and achieving a robust 49.1% total shareholder return over the past twelve months. Momentum appears strong, building off...
ENXTAM:JDEP
ENXTAM:JDEPFood

JDE Peet's (ENXTAM:JDEP): Assessing Valuation After a Strong Share Price Rally

JDE Peet's (ENXTAM:JDEP) has been quietly gaining attention as investors track its performance over the past few months. The company's recent results and steady market presence make it an interesting case for value-focused portfolios. See our latest analysis for JDE Peet's. JDE Peet's has shown impressive momentum, with its share price climbing 88.87% year-to-date and a robust 20.46% jump over the last 90 days. The 1-year total shareholder return stands at 76.76%, which underscores a strong...
ENXTAM:ADYEN
ENXTAM:ADYENDiversified Financial

Adyen (ENXTAM:ADYEN) Is Up 5.3% After Raising Profit Margin Target and Unveiling New Terminals

Adyen recently unveiled two new payment terminals, the S1E4 Pro and S1F4 Pro, designed for high-demand environments in sectors such as retail, food & beverage, hospitality, and beauty & wellness, with rollouts planned across Europe, North America, and Asia beginning in early 2026. This announcement also coincided with Adyen raising its long-term profit margin target above 55% by 2028 and reaffirming strong revenue growth expectations, highlighting management’s confidence in the company’s...
ENXTAM:INGA
ENXTAM:INGABanks

ING (ENXTAM:INGA): Assessing Valuation Following CEO Appointment for Italian Operations

ING Groep (ENXTAM:INGA) has caught investors’ attention with its decision to appoint Andrea Diamanti as CEO for its Italian operations, effective January 2026. Diamanti will lead both retail and wholesale banking in the country. See our latest analysis for ING Groep. Following the announcement of Andrea Diamanti’s upcoming leadership in Italy, momentum in ING Groep’s shares remains solid. The latest share price sits at €22.39, with a standout year-to-date share price return of 47.4%...
ENXTAM:ASML
ENXTAM:ASMLSemiconductor

ASML (ENXTAM:ASML): How the New South Korea R&D Campus Shapes the Valuation of This Semiconductor Linchpin

ASML Holding (ENXTAM:ASML) has just opened a massive R&D campus in South Korea, designed to boost collaboration with Samsung and SK hynix. This strategic initiative aims to accelerate advanced lithography, especially High-NA EUV tools. See our latest analysis for ASML Holding. ASML’s R&D push in South Korea adds momentum to a year already marked by robust performance and rapid innovation. Despite some choppiness this week, the stock’s 38% share price return over the past 90 days reflects...
ENXTAM:WKL
ENXTAM:WKLProfessional Services

Will Wolters Kluwer's (ENXTAM:WKL) AWS Push Reshape Its Cloud Value Proposition for CFOs?

Wolters Kluwer has launched its AI-powered CCH Tagetik Intelligent Platform on AWS Marketplace as a private offer, enabling enterprise clients to access advanced financial management solutions with customized pricing and streamlined cloud procurement. This initiative allows customers to leverage advanced AI features, flexible licensing, and AWS billing integration, potentially accelerating cloud adoption for CFO offices and enhancing value through financial workflow automation. We'll explore...
ENXTAM:EXO
ENXTAM:EXODiversified Financial

Exor (ENXTAM:EXO): Exploring Valuation After Joining the Euronext 100 Index

Exor (ENXTAM:EXO) has just joined the Euronext 100 Index, a key European equity benchmark. This inclusion puts the company in the spotlight and could attract broader investor attention, influencing trading dynamics in the coming weeks. See our latest analysis for Exor. Exor's inclusion in the Euronext 100 comes just after it settled a €600 million note issuance, reinforcing its profile among investors. While recent momentum has been mixed, with a 1-year total shareholder return of -19.7% and...
ENXTAM:APAM
ENXTAM:APAMMetals and Mining

Aperam (ENXTAM:APAM): Evaluating Valuation After Net Losses and Lower Sales in Recent Results

Aperam (ENXTAM:APAM) just released its third quarter and nine-month earnings, showing a shift to net losses and lower sales compared with last year. Investors are paying close attention to what this means for the steelmaker's outlook. See our latest analysis for Aperam. Despite this swing to losses and lower sales, Aperam's momentum has actually strengthened lately. The 90-day share price return is nearly 21%, and the total shareholder return is 17.8% over the past year. While gains have...
ENXTAM:THEON
ENXTAM:THEONAerospace & Defense

How Theon International’s Upgraded Revenue Guidance Will Impact Theon International (ENXTAM:THEON) Investors

Theon International Plc recently raised its fiscal year 2025 revenue guidance to €435 million–€445 million, up from its previous range of €410 million–€430 million, indicating improved expectations for the period. This upward revision to guidance points toward better operational performance and a more optimistic outlook for the company’s near-term financial results. We’ll explore how Theon International’s revised outlook strengthens the company’s investment narrative and signals growing...
ENXTAM:FUR
ENXTAM:FURConstruction

Fugro (ENXTAM:FUR) Valuation in Focus Following Q3 2025 Sales and Trading Statement Release

Fugro (ENXTAM:FUR) drew market attention following its Q3 2025 sales and trading statement call on October 31. This routine event often provides investors with fresh insights into company performance and outlook. See our latest analysis for Fugro. While Fugro’s Q3 update has stirred fresh interest, the company’s momentum remains challenged, with a year-to-date share price return of -49.27% and a one-year total shareholder return of -42.55%. Despite some short-term upticks, longer-term...
ENXTAM:KPN
ENXTAM:KPNTelecom

Koninklijke KPN (ENXTAM:KPN) — Assessing Valuation as Investors Eye Midpoint Strategy Update

Koninklijke KPN (ENXTAM:KPN) is in focus with investors turning their attention to the company’s upcoming strategy update. This event marks the midpoint of its ‘Connect, Activate & Grow’ initiative and highlights operational progress as well as future priorities. See our latest analysis for Koninklijke KPN. Shares in Koninklijke KPN have shown renewed momentum lately, as investor anticipation around the soon-to-be-revealed strategy update has fueled an 11.8% share price gain year-to-date and...
ENXTAM:BAMNB
ENXTAM:BAMNBConstruction

Does BAM's Euronext 150 Inclusion Change the Bull Case for Koninklijke BAM Groep (ENXTAM:BAMNB)?

Koninklijke BAM Groep nv was added to the Euronext 150 Index on November 3, 2025, expanding its visibility among institutional investors and index-tracking funds across Europe. This inclusion often prompts index fund portfolio adjustments, resulting in elevated trading activity and potentially changing the way the company is perceived by the broader market. We'll examine how BAM's addition to the Euronext 150 Index could influence its investment narrative and outlook for institutional...
ENXTAM:ADYEN
ENXTAM:ADYENDiversified Financial

Adyen (ENXTAM:ADYEN) Valuation in Focus Following Launch of S1E4 Pro and S1F4 Pro Payment Terminals

Adyen (ENXTAM:ADYEN) just unveiled its latest payment terminals, the S1E4 Pro and S1F4 Pro, designed for sectors such as retail, food and beverage, and hospitality. This product launch highlights Adyen’s focus on durable and versatile in-person payment solutions. See our latest analysis for Adyen. Adyen’s launch of advanced payment terminals comes as the company continues to regain momentum, with a 14.3% total shareholder return over the past year signaling renewed confidence after a few...
ENXTAM:PHIA
ENXTAM:PHIAMedical Equipment

Can Steady Profitability Amid Modest Sales Shift Reveal Philips’ Transformation Strategy? (ENXTAM:PHIA)

Earlier this month, Koninklijke Philips reported its third-quarter 2025 earnings, posting sales of €4.30 billion and net income of €184 million, alongside reiterating its full-year guidance for 1%-3% comparable sales growth. An interesting insight is that while sales slipped slightly compared to the prior year, Philips' profitability and earnings per share remained stable, offering consistency during a period of transformation for the company. We’ll now explore how this steady earnings...
ENXTAM:ABN
ENXTAM:ABNBanks

A Look at ABN AMRO (ENXTAM:ABN) Valuation Following Third Quarter Earnings Decline

ABN AMRO Bank (ENXTAM:ABN) has published its third quarter and year-to-date earnings, highlighting declines in both net interest income and net income compared to the previous year. The latest results give investors a new perspective on the bank’s recent performance. See our latest analysis for ABN AMRO Bank. Despite the dip in quarterly profits, ABN AMRO’s resilience has fueled strong investor sentiment, with the share price climbing 85.8% so far this year and a remarkable 97.6% total...
ENXTAM:INGA
ENXTAM:INGABanks

How Will New Leadership and Steady Earnings Shape ING's Strategy (ENXTAM:INGA)?

In recent developments, ING Groep announced several executive appointments, including Ida Lerner as incoming Chief Financial Officer and Andrea Diamanti as the next CEO of ING Italy, alongside the release of its third quarter 2025 earnings report. These leadership transitions coincide with stable quarterly results, reflecting ING’s continued focus on operational continuity and business growth across key European markets. We'll explore how the appointment of Ida Lerner as CFO may influence...
ENXTAM:ASML
ENXTAM:ASMLSemiconductor

Does Surging Demand for High NA EUV Machines Reinforce the ASML (ENXTAM:ASML) Bull Case?

In November 2025, ASML Holding made presentations at key technology conferences in Barcelona and Hong Kong, highlighting advances in its High NA EUV lithography platforms, which underpin leading-edge semiconductor manufacturing for AI chips. This reinforced ASML's position as the sole global provider of advanced EUV technology, a major driver behind recent increases in analyst confidence and interest from institutional investors. Now, we'll explore how the rising demand for High NA EUV...
ENXTAM:FLOW
ENXTAM:FLOWCapital Markets

How Weaker Earnings and New Credit Facilities At Flow Traders (ENXTAM:FLOW) Have Changed Its Investment Story

Flow Traders Ltd. recently reported earnings for the nine months ended September 30, 2025, showing declines in sales to €78.3 million, revenue to €80.5 million, and net income to €10.9 million, compared to the same period last year. Alongside the weaker financial results, the company secured a US$200 million private credit facility and a US$75 million revolving credit facility to support its trading capital needs, highlighting ongoing efforts to strengthen operational capacity. We'll now...
ENXTAM:CTPNV
ENXTAM:CTPNVReal Estate

Strong Earnings and Major Poland Lease Could Be a Game Changer for CTP (ENXTAM:CTPNV)

CTP N.V. reported earnings for the nine months ended September 30, 2025, showing increases in sales to €562 million, revenue to €693.5 million, and net income to €862.8 million versus the same period a year earlier; diluted earnings per share also rose to €1.81. Additionally, CTP signed a lease with a global logistics provider for nearly half of the available developed space at its Sulechow facility in Poland, reflecting the rising importance of Central and Eastern Europe for logistics...