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:...
CVC Capital Partners (ENXTAM:CVC) just reshuffled its top ranks, creating a new president role for veteran dealmaker Peter Rutland and elevating nearly 220 staff. These moves sharpen the firm’s leadership succession story.
See our latest analysis for CVC Capital Partners.
The leadership shake up arrives after a tough stretch in the market, with a 1 day share price return of 4.26 percent to $14.21 offering a rare bright spot against a year to date share price return of minus 32.53 percent and...
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...
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...
In December 2025, Cleverbridge announced it had expanded its existing integration with Adyen into a broader commercial partnership, combining Cleverbridge’s Merchant of Record platform with Adyen’s global acquiring network to support B2B and B2C clients’ international expansion and compliance needs.
An interesting angle is the partners’ planned focus on “agentic commerce,” aiming to use automation and intelligence to fine-tune every stage of the digital buying journey for joint...
DSM-Firmenich has now completed its previously announced share repurchase program, buying back 12,930,796 shares, equal to 4.89% of its capital, for €1,080 million up to December 1, 2025.
This sizable buyback, which retires a meaningful portion of the share base, underlines management’s confidence in capital allocation and future cash-generation capacity.
We’ll now examine how completing this €1,080 million repurchase, and its impact on the share count, influences DSM-Firmenich’s investment...
IMCD (ENXTAM:IMCD) just laid out its next chapter in finance leadership, nominating long time insider Floris Lagerwerf as CFO from 2027 while keeping its Supervisory Board largely intact to support continuity.
See our latest analysis for IMCD.
Even with this steady handover at the top, IMCD’s share price return has been weak, with a year to date slide that mirrors a three and five year total shareholder return firmly in negative territory. This suggests momentum has clearly faded despite...
Wondering if ASML Holding is still worth buying after its huge run, or if the smart move now is to wait for a better entry point?
The stock has slipped 2.8% over the last week but is still up 3.8% over the past month, with a hefty 34.1% gain year to date and 35.9% over the last year, reinforcing its long term growth story.
Recent headlines have focused on ASML's dominant role in supplying advanced lithography tools for cutting edge chips and the impact of ongoing export restrictions to...
Aegon (ENXTAM:AGN) just ripped up its old playbook, planning to shift its head office and legal base to the US, rebrand as Transamerica, launch a €400 million 2026 buyback, and review its UK arm.
See our latest analysis for Aegon.
The share price has been choppy around the latest announcements, with a 1 day share price return of 2.20% after a weak recent stretch, but the 5 year total shareholder return of 157.92% still points to strong long term momentum.
If these strategic moves have you...
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.
Heineken Holding (ENXTAM:HEIO) has quietly outpaced the broader market over the past year, with the stock up about 7% as earnings and revenue continue to grow despite a mixed consumer backdrop.
See our latest analysis for Heineken Holding.
The latest move in the share price to around $61.25 comes after a steady 90 day share price return of 3.9%. The one year total shareholder return of 6.8% suggests solid but not explosive momentum as investors reassess its growth and defensive qualities.
If...
In recent days, Exosens and Theon International extended their long-term commercial agreement for Image Intensifier Tubes through 2030, while Theon also moved to raise about €150.07 million via a rights offering and reported a record €25 million order for its Harder Digital subsidiary.
Together, the multi‑year supply extension and record backlog expansion underline Theon’s ambition to secure critical night‑vision components amid structurally tight global capacity.
We’ll now examine how...
Heineken N.V. has continued executing its €1.50 billion share buyback programme, repurchasing 178,442 shares between 1 and 5 December 2025 as part of the first €750.00 million tranche, while also announcing past and upcoming marketing and leadership moves including Alex Carreteiro’s appointment as Regional President Americas effective March 2026.
These actions together highlight Heineken’s focus on capital return, premium and alcohol-free brand building, and consumer engagement experiments...
Arcadis (ENXTAM:ARCAD) has kicked off a leadership transition that investors cannot ignore, nominating long serving executive Heather Polinsky as both future CEO and Chair of the Executive Board from March 2026.
See our latest analysis for Arcadis.
Those leadership moves come as Arcadis trades at €35.88, with weak recent momentum reflected in its roughly 39 percent year to date share price return and a one year total shareholder return of about minus 40 percent, alongside a five year total...
Earlier this month, ASM International announced that its Supervisory Board intends to reappoint CEO Hichem M’Saad for a second four-year term, while chair Pauline van der Meer Mohr plans to retire around the 2027 AGM once a suitable successor is in place.
At the same time, Morgan Stanley singled out ASM International as its top European semiconductor equipment name, highlighting the company’s focus on advanced logic and foundry tools used in AI-driven chip production.
We’ll now examine how...
Flow Traders (ENXTAM:FLOW) just deepened its push into digital assets by agreeing to act as strategic market maker for Dinari’s tokenized U.S. equities platform, enabling 24/7 trading with instant settlement and continuous liquidity.
See our latest analysis for Flow Traders.
Despite the recent Dinari deal underscoring Flow Traders’ digital asset ambitions, the share price has been more measured, with a year to date share price return of 7.35 percent and a 1 year total shareholder return of...
Koninklijke Philips (ENXTAM:PHIA) just doubled down on its 2026 outlook while rolling out two headline technologies, LumiGuide and the BlueSeal Horizon 3.0T MRI platform. This combination quietly strengthens its long term healthcare tech story.
See our latest analysis for Koninklijke Philips.
Those product launches and the reaffirmed 2026 outlook arrive after a choppy stretch, with a 30 day share price return of minus 7.99% and a three year total shareholder return of 94.89%. This suggests...
ABN AMRO Bank (ENXTAM:ABN) just struck a major risk transfer deal with Blackstone, shifting first loss exposure on a 2 billion euro corporate loan portfolio. This move directly affects its capital flexibility.
See our latest analysis for ABN AMRO Bank.
The Blackstone deal lands at a time when momentum is clearly building, with ABN AMRO’s 30 day share price return of 9.78 percent feeding into a striking 98.86 percent year to date share price gain and a 118.90 percent one year total shareholder...
ASR Nederland (ENXTAM:ASRNL) has secured regulatory approval to use its Partial Internal Model for a.s.r. Life, a technical but meaningful upgrade in how the insurer measures and manages its capital and risk.
See our latest analysis for ASR Nederland.
The latest Partial Internal Model approval lands on a share price that has already climbed to $58.72, with a strong year to date share price return underpinning a robust 1 year total shareholder return and impressive multi year total shareholder...