Dutch Semiconductors Stock News

ENXTAM:CCEP
ENXTAM:CCEPBeverage

Coca-Cola Europacific Partners (ENXTAM:CCEP) Valuation Check After Monster Juiced Viking Berry Expansion

Monster Juiced Viking Berry launch and what it means for CCEP shareholders Coca-Cola Europacific Partners (ENXTAM:CCEP) is expanding its Monster Juiced Range with the new Viking Berry flavour. This move is aimed at attracting additional energy drink consumers and building on existing category momentum. See our latest analysis for Coca-Cola Europacific Partners. CCEP’s new Viking Berry launch sits alongside other recent moves, such as its Premier League “Guess the Goals” promotion and...
ENXTAM:THEON
ENXTAM:THEONAerospace & Defense

Assessing Theon International’s Valuation After New Defense Technology Partnerships

Why Theon International’s recent defense partnerships matter for investors Theon International (ENXTAM:THEON) has moved into focus after two defense technology collaborations: one with Kopin on DarkWAVE AR night vision and another with Team Wendy Ceradyne on a next generation soldier headborne system. See our latest analysis for Theon International. The recent Kopin and Team Wendy Ceradyne agreements come as Theon International’s share price, now at €30.50, has seen a 10.9% 1 month share...
ENXTAM:CVC
ENXTAM:CVCCapital Markets

A Look At CVC Capital Partners (ENXTAM:CVC) Valuation After New AIG Insurance Capital Alliance

Why the new AIG alliance matters for CVC Capital Partners CVC Capital Partners (ENXTAM:CVC) shares are in focus after the firm agreed a partnership with American International Group, involving up to $3.5 billion of insurance capital for credit strategies and a new private equity secondaries evergreen platform. See our latest analysis for CVC Capital Partners. The AIG agreement comes as CVC Capital Partners trades at €14.64, with a 7 day share price return of 1.88% and year to date share price...
ENXTAM:SBMO
ENXTAM:SBMOEnergy Services

SBM Offshore (ENXTAM:SBMO) Valuation Check After Barclays Upgrade And Growing Sector Optimism

Analyst upgrade puts SBM Offshore in focus A recent Barclays upgrade has pushed SBM Offshore (ENXTAM:SBMO) into the spotlight, with the bank citing expectations of positive company specific news and a more supportive backdrop for European energy services. See our latest analysis for SBM Offshore. The recent upgrade comes on the back of strong momentum, with a 20.8% 30 day share price return and a 32.3% 90 day share price return, while the 1 year total shareholder return of 72.0% points to...
ENXTAM:HEIO
ENXTAM:HEIOBeverage

Heineken Holding (ENXTAM:HEIO) Valuation Check As Share Buyback Programme Continues

Heineken Holding share buyback programme update Heineken Holding (ENXTAM:HEIO) has continued executing the first tranche of its share buyback programme, repurchasing shares on exchange as part of a planned capital return of up to approximately €750 million. See our latest analysis for Heineken Holding. The ongoing buyback comes during a softer patch for the shares, with a 7 day share price return of 2.5% and a year to date share price return of 2.6%. The 1 year total shareholder return of...
ENXTAM:AD
ENXTAM:ADConsumer Retailing

Is Ahold Delhaize (ENXTAM:AD) Offering Value After Recent Share Price Softness?

If you are wondering whether Koninklijke Ahold Delhaize is offering good value at its current share price, you are not alone. Many investors look at this stock as a potential core holding in their portfolio. The shares most recently closed at €34.15, with total returns of 1.2% over the last 7 days, a 1.5% decline over 30 days, a 2.1% decline year to date, and gains of 5.9% over 1 year, 36.7% over 3 years, and 71.8% over 5 years. Recent news coverage around Koninklijke Ahold Delhaize has...
ENXTAM:FUR
ENXTAM:FURConstruction

A Look At Fugro’s (ENXTAM:FUR) Valuation As Its Offshore Digital Services Shift Attracts Fresh Investor Interest

Why Fugro’s business shift is drawing fresh investor attention Fugro (ENXTAM:FUR) is attracting interest after shifting from traditional surveying to integrated digital services for offshore wind and infrastructure, with a stronger focus on remote operations and recurring asset monitoring. See our latest analysis for Fugro. Recent trading has picked up, with a 7 day share price return of 7.74% and a 30 day gain of 13.61%. However, the 1 year total shareholder return shows a 39.33% decline and...
ENXTAM:MICC
ENXTAM:MICCFood

Assessing Magnum Ice Cream (ENXTAM:MICC) Valuation After Governance Dispute With Ben & Jerry’s Directors

Magnum Ice Cream (ENXTAM:MICC) is back in focus after independent directors at Ben & Jerry’s filed a legal complaint, alleging that Magnum blocked the appointment of a new director following earlier board changes. See our latest analysis for Magnum Ice Cream. The governance dispute has arrived at a time when Magnum’s 1 day share price return of 4.91% and 7 day share price return of 6.10% contrast with a 30 day share price return decline of 2.81%, hinting at short term momentum that sits...
ENXTAM:DSFIR
ENXTAM:DSFIRChemicals

Does DSM-Firmenich’s (ENXTAM:DSFIR) HR Leadership Transition Reinforce Its Culture-First Investment Narrative?

DSM-Firmenich AG has appointed long-time executive Nikeisha van Sleeuwen as Chief Human Resources Officer, effective April 1, 2026, succeeding retiring CHRO Mieke Van de Capelle after her decade of leading major organizational transformation and integration efforts. The internal promotion of van Sleeuwen, with her long tenure and experience in talent, culture, and rewards, signals continuity in DSM-Firmenich’s people-focused approach and may influence how the group sustains its integration,...
ENXTAM:MICC
ENXTAM:MICCFood

What Magnum Ice Cream (ENXTAM:MICC)'s AI-Powered IT Overhaul with HCLTech Means For Shareholders

HCLTech has announced a multi-year partnership to design, build and manage AI-powered, zero-touch IT infrastructure for The Magnum Ice Cream Company, aiming to embed automation across its digital operations. This move highlights how a traditional consumer brand is leaning on advanced technology to support its growth vision and large-scale digital transformation. Next, we’ll explore how Magnum Ice Cream’s AI-enabled IT overhaul with HCLTech could shape the company’s longer-term investment...
ENXTAM:BESI
ENXTAM:BESISemiconductor

A Look At BE Semiconductor Industries (ENXTAM:BESI) Valuation After Q4 Order Surge On AI And Packaging Demand

BE Semiconductor Industries (ENXTAM:BESI) is back in focus after reporting a sharp rise in fourth quarter orders, driven by Asian subcontractors for data center chips as well as renewed demand from photonics and hybrid bonding customers. See our latest analysis for BE Semiconductor Industries. The fourth quarter order surge has coincided with a strong price move. The latest share price is €162.15 after a 1 day share price return of 7.31%, adding to a 30 day share price return of 22.75% and a...
ENXTAM:ALLFG
ENXTAM:ALLFGCapital Markets

Assessing Allfunds Group (ENXTAM:ALLFG) Valuation After New Apex Partnership Expands Offshore Access

Apex Fintech Solutions has agreed to integrate Allfunds Group (ENXTAM:ALLFG) into its AscendOS platform, giving U.S. offshore and international firms easier access to offshore mutual funds, ETFs, and alternative investments. See our latest analysis for Allfunds Group. The Apex announcement comes after a period where momentum has picked up, with a 90 day share price return of 22.49% and a 1 year total shareholder return of 71.37%, even though the year to date share price return is slightly...
ENXTAM:WKL
ENXTAM:WKLProfessional Services

Is Wolters Kluwer (ENXTAM:WKL) Fairly Priced After Last Year’s 43.9% Share Price Drop

If you are wondering whether Wolters Kluwer is priced fairly today or if the current share price leaves room for opportunity, you are in the right place. The stock last closed at €90.20, with returns of 2.5% year to date, a 1.5% gain over 30 days, a 2.0% decline over 7 days, and a 43.9% decline over the past year, which may suggest that market sentiment and risk perceptions have shifted over different timeframes. Recent coverage has focused on Wolters Kluwer's position as a key information...
ENXTAM:AGN
ENXTAM:AGNInsurance

A Look At Aegon (ENXTAM:AGN) Valuation After Launching A €227 Million Share Buyback Program

Why Aegon’s new share buyback matters for shareholders Aegon (ENXTAM:AGN) has launched a €227 million share buyback, combining €200 million of its previously announced €400 million program with an extra €27 million for senior management share-based compensation. The company plans to complete this tranche by June 30, 2026. This puts a clear timetable around how and when this capital returns to the market and how it may affect existing shareholders’ ownership stakes. See our latest analysis for...