Dutch Retail REITs Stock News

ENXTAM:PHARM
ENXTAM:PHARMBiotechs

Why Pharming Group (ENXTAM:PHARM) Is Down 16.3% After FDA Rejects Joenja Pediatric Expansion Plan

In early February 2026, Pharming Group reported that the U.S. FDA issued a Complete Response Letter for its supplemental New Drug Application seeking to extend Joenja’s use to children aged 4 to 11 years with APDS, requesting more pediatric pharmacokinetic data and clarification on a batch-testing analytical method. An important angle for investors is that Joenja’s existing U.S. approval for patients aged 12 and older remains intact, while younger pediatric access now hinges on resolving...
ENXTAM:AMG
ENXTAM:AMGMetals and Mining

Is AMG (ENXTAM:AMG) Quietly Reframing Its Energy Storage Edge With Aramco’s AI Hybrid Pilot?

AMG Critical Materials N.V. announced that its subsidiary AMG LIVA previously installed its Hybrid Energy Storage System, combining Lithium-Ion and Vanadium Redox Flow batteries with AI-based controls, at Aramco's solar-powered Bulk Plant in Tabuk, Saudi Arabia. This installation links advanced battery storage with Saudi Arabia's Vision 2030 and the planned IK Supercenter, highlighting a fully integrated, lower-carbon vanadium value chain within the Kingdom. We’ll now examine how AMG LIVA’s...
ENXTAM:VLK
ENXTAM:VLKCapital Markets

Assessing Van Lanschot Kempen’s (ENXTAM:VLK) Valuation After Winning Holcim Pension Mandate

Van Lanschot Kempen (ENXTAM:VLK) has been appointed to manage £2.5b in assets for two Holcim pension schemes, a win that underscores its institutional fiduciary offering and highlights additional recurring fee potential. See our latest analysis for Van Lanschot Kempen. The Holcim pension win lands at a time when Van Lanschot Kempen’s share price has eased back, with a 30 day share price return of a 3.76% decline and a year to date share price return of a 3.76% decline. However, the 1 year...
ENXTAM:KPN
ENXTAM:KPNTelecom

Does KPN’s (ENXTAM:KPN) 2026 Buyback and Revenue Guidance Recast Its Capital Allocation Priorities?

In late January 2026, Koninklijke KPN N.V. initiated a €250 million share buyback program and issued 2026 guidance targeting 2% to 2.5% service revenue growth. Together, the capital return plan and explicit service revenue outlook offer fresh insight into how KPN’s management is positioning the business for the year ahead. With KPN’s new share buyback underway, we’ll examine how this capital return focus shapes the company’s broader investment narrative. Uncover the next big thing with...
ENXTAM:INGA
ENXTAM:INGABanks

Assessing ING Groep (ENXTAM:INGA) Valuation After Stronger Q4 Results, Higher Dividend And Upgraded 2027 Income Targets

ING Groep (ENXTAM:INGA) has attracted fresh attention after reporting Q4 2025 results, outlining higher total and fee income targets for 2026 and 2027, and proposing a larger final 2024 cash dividend. See our latest analysis for ING Groep. The recent earnings beat, higher income guidance through 2027 and the proposed uplift in the 2024 dividend appear to have supported solid momentum, with a 90 day share price return of 15.07% and a 1 year total shareholder return of 71.45%. If this kind of...
ENXTAM:LIGHT
ENXTAM:LIGHTElectrical

Signify (ENXTAM:LIGHT) Is Down 14.6% After Cost-Cutting Plan And Dividend Proposal – Has The Bull Case Changed?

In January 2026, Signify N.V. reported 2025 full-year results showing sales of €5,765 million and net income of €254 million, alongside a proposed cash dividend of €1.57 per share over 2025 and a €180 million cost-reduction program affecting about 900 jobs worldwide. While earnings and revenues declined year-on-year, Signify generated free cash flow equal to 7.6% of sales and surpassed its greenhouse gas reduction targets, underscoring a strong focus on cash generation and sustainability...
ENXTAM:AGN
ENXTAM:AGNInsurance

Does Aegon (ENXTAM:AGN) Offer Value After Strong Multi‑Year Share Price Gains?

If you are wondering whether Aegon shares are offering good value right now, looking past the headline share price and into how the market is pricing the business can be very revealing. The stock has a recent 7 day return of 0.8%, with a 30 day return of a 0.9% decline and a year to date return of a 0.9% decline, while the 1 year, 3 year and 5 year returns sit at 10.9%, 54.9% and 133.8% respectively. Recent news coverage has focused on Aegon within broader discussions of European insurers...
ENXTAM:PRX
ENXTAM:PRXMultiline Retail

Prosus (ENXTAM:PRX) Valuation Check As Special Call Draws Fresh Investor Attention

Why Prosus’ special call is drawing fresh attention Prosus (ENXTAM:PRX) has called a special call on 21 January 2026, a format usually reserved for significant corporate updates or shifts in focus that can reshape how investors look at the stock. This extra slot on the calendar, separate from a standard earnings schedule, often prompts investors to reassess expectations around Prosus’ internet platforms, cash flows and capital allocation plans, especially given the group’s broad exposure...
ENXTAM:CSG
ENXTAM:CSGAerospace & Defense

CSG’s Greek Ammunition Venture Deepens European Defence Supply Chain Role

CSG (ENXTAM:CSG) has formed a joint venture with Greek state owned Hellenic Defence Systems to restore and expand large calibre ammunition and explosives production in Greece. The new entity, Hellenic Ammunition S.A., will focus on modernizing and expanding capacity at the Lavrio site, including production of TNT and advanced propellants. The project includes plans to increase employment and deepen CSG's industrial footprint and vertical integration in the European defence sector. For you...
ENXTAM:ASML
ENXTAM:ASMLSemiconductor

Assessing ASML (ENXTAM:ASML) Valuation After Record Orders, Strong Backlog And New Buyback Program

What the latest orders and buyback tell you about ASML today ASML Holding (ENXTAM:ASML) just reported record fourth quarter orders and a large year end backlog, paired with optimistic 2026 guidance and a fresh share buyback plan that has clearly lifted investor attention. See our latest analysis for ASML Holding. The recent guidance upgrade, new €12b buyback and dividend affirmation come on top of a sharp share price rally, with a 30 day share price return of 23.25% and a 1 year total...
ENXTAM:LIGHT
ENXTAM:LIGHTElectrical

Signify (ENXTAM:LIGHT) Margin Compression To 4.4% Revives Bearish Profitability Narratives

How Signify's FY 2025 Results Line Up With The Market Narrative Signify (ENXTAM:LIGHT) has wrapped up FY 2025 with fourth quarter revenue of €1.5b and basic EPS of €0.48, alongside full year trailing twelve month revenue of €5.8b and EPS of €2.06, setting a clear earnings season benchmark for investors watching the stock at around €17.91. Over recent periods, the company has seen quarterly revenue move from €1.66b and EPS of €0.92 in Q4 2024 to €1.49b and €0.48 in Q4 2025. Intermediate...
ENXTAM:PHIA
ENXTAM:PHIAMedical Equipment

The Bull Case For Koninklijke Philips (ENXTAM:PHIA) Could Change Following Digital Pathology Leadership Award Recognition

Frost & Sullivan has awarded Koninklijke Philips the 2025 Global Enabling Technology Leadership Recognition in digital pathology–healthcare informatics, citing its broad global adoption and clinically validated platform used by more than 3,500 pathologists across 40 countries. This recognition underscores Philips’ scale in digital pathology, with over 38 million slides scanned, highlighting its influence in shaping clinical informatics workflows worldwide. We’ll now assess how this...
ENXTAM:MT
ENXTAM:MTMetals and Mining

ArcelorMittal (ENXTAM:MT) Valuation Check After Strong Momentum And New India Renewable Projects

How ArcelorMittal’s recent performance sets the stage ArcelorMittal (ENXTAM:MT) has caught investor attention after a one-month return of 15.35% and a three-month move of 39.25%, with the share last closing at €45.98. See our latest analysis for ArcelorMittal. Those shorter term share price returns of 15.35% over the past month and 39.25% over the past three months sit alongside a 1 year total shareholder return of 92.97%. This points to strong recent momentum that may reflect shifting...
ENXTAM:INGA
ENXTAM:INGABanks

ING Groep (ENXTAM:INGA) Net Margin Improvement Reinforces Bullish Community Narratives

ING Groep (ENXTAM:INGA) has wrapped up FY 2025 with fourth quarter revenue of €5.4b and basic EPS of €0.48, while trailing twelve month figures sit at €21.7b of revenue and EPS of €2.12. Over the past few quarters, revenue has ranged from €5.3b to €6.5b and quarterly EPS has moved between €0.47 and €0.82. This gives investors a clear set of numbers to weigh against the bank’s reported 29.1% net profit margin for the year. See our full analysis for ING Groep. With the headline results on the...
ENXTAM:HEIA
ENXTAM:HEIABeverage

Heineken (ENXTAM:HEIA) Valuation Check After Mixed Short And Long Term Shareholder Returns

Why Heineken (ENXTAM:HEIA) is on investors’ radar today Heineken (ENXTAM:HEIA) is back in focus after recent performance data highlighted mixed short term returns. The share price has been roughly flat over the past month but has shown gains over the past 3 months. For investors tracking longer horizons, the stock’s roughly 6% total return over the past year sits alongside weaker 3 year and 5 year total returns. This contrast may prompt closer attention to the current valuation and...
ENXTAM:CVC
ENXTAM:CVCCapital Markets

Did CVC’s AIG Partnership and Evergreen Secondaries Platform Just Redefine CVC Capital Partners' (ENXTAM:CVC) Insurance Play?

In January 2026, American International Group, Inc. and CVC Capital Partners announced a partnership involving large-scale separately managed accounts across CVC's credit strategies and the launch of a private equity secondaries evergreen platform, with AIG contributing up to US$1.50 billion from its existing private equity portfolio and planning to allocate up to US$2.00 billion to CVC-managed mandates. This collaboration not only helps AIG reshape its legacy private equity exposures but...
ENXTAM:LIGHT
ENXTAM:LIGHTElectrical

Assessing Signify (ENXTAM:LIGHT) Valuation After Cost Cuts Weaker Earnings And Paused Buybacks

What triggered fresh interest in Signify shares? Signify (ENXTAM:LIGHT) is back in focus after weaker 2025 earnings, a €180 million cost reduction program affecting 900 roles, a pause in share buybacks, and a full strategy and portfolio review. See our latest analysis for Signify. The sharp 1 day share price return of 17.16% and 7 day share price return of 16.23% around the €17.91 level suggest investors are rapidly reassessing Signify after weaker 2025 results, the €180 million cost program...
ENXTAM:PRX
ENXTAM:PRXMultiline Retail

Does Prosus’ Special Investor Call Signal a Shift in Its Capital Allocation Playbook (ENXTAM:PRX)?

Prosus N.V. recently held a Special Call, drawing attention as the company flagged that it would share important corporate updates with investors. The Special Call stands out because such events can signal meaningful shifts in a company’s priorities, capital allocation approach, or portfolio decisions. We will now examine how Prosus’s Special Call, and the expectations it creates around potential corporate updates, shapes its investment narrative. Trump's oil boom is here - pipelines are...
ENXTAM:NSI
ENXTAM:NSIOffice REITs

NSI (ENXTAM:NSI) FY 2025 Loss Challenges Bullish Earnings Turnaround Narratives

NSI (ENXTAM:NSI) has just posted its FY 2025 numbers, with fourth quarter revenue of €31.9 million and basic EPS of €2.14 loss, while the trailing twelve months show revenue of €87.7 million and basic EPS of €0.51 loss. Over recent quarters the company has seen revenue move between €11.6 million and €31.9 million per quarter, with basic EPS ranging from a €1.93 profit to a €2.14 loss. This sets up a mixed backdrop for how you read this latest release. With margins still under pressure, the...
ENXTAM:FLOW
ENXTAM:FLOWCapital Markets

Is Flow Traders (ENXTAM:FLOW) Quietly Recasting Its Crypto Edge Through Sodot’s Security Bet?

Sodot recently launched its Exchange API Vault, a security tool for institutional cryptocurrency traders, with Flow Traders among the first institutional clients to deploy the solution. The endorsement by Flow Traders’ Head of Digital Assets Technology positions the firm as an early adopter of infrastructure aimed at strengthening trust in digital asset markets. We’ll now examine how this early adoption of Sodot’s security technology shapes Flow Traders’ investment narrative around...
ENXTAM:ADYEN
ENXTAM:ADYENDiversified Financial

Is Adyen (ENXTAM:ADYEN) Now Fairly Priced After The Recent Share Price Slide

If you are wondering whether Adyen's current share price reflects its true worth, you are not alone. Many investors are asking the same question right now. Over the last week Adyen's share price has recorded an 11.2% decline, contributing to returns of 7.9% decline over 30 days, 9.1% decline year to date, 18.7% decline over 1 year and 21.8% decline over 3 years, with a 33.2% decline over 5 years from the latest close of €1,270.60. Recent coverage around Adyen has focused on its position as a...