ENXTAM:CVC
ENXTAM:CVCCapital Markets

Should AIG-Backed Secondaries and Credit Mandates Reframe CVC Capital Partners’ (ENXTAM:CVC) Fundraising Expansion Narrative?

American International Group, Inc. and CVC Capital Partners recently announced a long-term partnership that includes up to US$1.50 billion from AIG’s existing private equity portfolio to seed CVC’s new private equity secondaries evergreen platform, alongside plans for up to US$2.00 billion in separately managed credit accounts and funds. This arrangement not only gives CVC immediate scale in secondaries and customized credit mandates, it also positions the firm as a key solutions provider...
ENXTAM:ASM
ENXTAM:ASMSemiconductor

ASM International (ENXTAM:ASM) Is Up 10.1% After AI-Fueled Semiconductor Optimism Lifts Equipment Suppliers

In recent trading, ASM International gained ground after buoyant sentiment in the semiconductor sector, as record results from TSMC highlighted strong demand linked to artificial intelligence. This sector-wide confidence has shone a spotlight on equipment suppliers such as ASM International, whose tools are closely tied to advanced chip and AI-related manufacturing trends. We will now examine how renewed AI-driven confidence in semiconductor equipment demand shapes ASM International's...
ENXTAM:ADYEN
ENXTAM:ADYENDiversified Financial

Adyen (ENXTAM:ADYEN) Valuation Check After Benji Payments Collaboration Draws Fresh Attention

Adyen stock: why Benji Payments puts its platform in focus Adyen (ENXTAM:ADYEN) is in the spotlight after Benji Pays launched Benji Payments on Adyen for Platforms, integrating payment processing, reconciliation automation and merchant onboarding directly into Benji Pays' software. See our latest analysis for Adyen. Adyen's latest share price of €1,392.20 sits against a mixed backdrop, with a 7 day share price return of 4.09% decline and a 1 year total shareholder return of 6.85% decline,...
ENXTAM:PHARM
ENXTAM:PHARMBiotechs

Pharming Group (ENXTAM:PHARM) Valuation After Upgraded 2025 Earnings Guidance And Revenue Outlook

Why Pharming Group’s latest guidance move matters Pharming Group (ENXTAM:PHARM) lifted its 2025 earnings guidance. The company now forecasts around US$376 million in revenue, above its earlier range and tied to RUCONEST and Joenja uptake plus geographic expansion. See our latest analysis for Pharming Group. The raised guidance follows a strong run in Pharming Group’s share price. The company has recorded a 30 day share price return of 15.21% and a 90 day share price return of 33.06%,...
ENXTAM:INGA
ENXTAM:INGABanks

What ING Groep (ENXTAM:INGA)'s One Off €0.172 Special Dividend Means For Shareholders

On 5 January 2026, ING Groep announced a special cash dividend of €0.172 per share, paid on 15 January 2026 as part of a planned up to €1.60 billion shareholder distribution funded by a €500.00 million cash payout across approximately 2,902.00 million ordinary shares. This one-off distribution highlights ING’s current capital-return approach and gives investors extra context for assessing how management allocates excess capital between dividends, buybacks and growth. We’ll now examine how...
ENXTAM:ASM
ENXTAM:ASMSemiconductor

Assessing ASM International’s Valuation After AI Driven Semiconductor Momentum Boost

Why ASM International’s latest jump is on investors’ radar ASM International (ENXTAM:ASM) moved sharply higher after TSMC reported record results tied to artificial intelligence demand. This lifted confidence across semiconductor equipment suppliers and pushed ASM International’s stock up 9.83% at the open. See our latest analysis for ASM International. That early jump comes on top of a strong recent run, with a 30 day share price return of 35.69% and a 90 day gain of 28.95%. The 3 year total...
ENXTAM:ASML
ENXTAM:ASMLSemiconductor

Is ASML Holding (ENXTAM:ASML) Pricing In Its Chip Supply Chain Importance Too Fully?

If you are wondering whether ASML Holding's current share price lines up with its underlying value, you are not alone. This article is designed to help you frame that question clearly. The stock recently closed at €1,149.40, with returns of 13.5% over 7 days, 26.5% over 30 days, 16.5% year to date, 55.7% over 1 year, 100.1% over 3 years and 155.6% over 5 years. This naturally raises questions about how much optimism is already reflected in the price. Recent news coverage has focused on ASML...
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:LIGHT
ENXTAM:LIGHTElectrical

Is Signify’s Shift Toward Connected, Efficient Lighting Reshaping Its Risk Profile (ENXTAM:LIGHT)?

In recent days, Signify N.V. has highlighted ongoing efforts to trim costs, reshape its portfolio, and expand connected lighting and energy-efficiency solutions amid still-soft demand in European construction and cautious corporate spending. This renewed focus on energy transition and smart infrastructure themes is drawing fresh investor attention, despite analysts maintaining a cautious hold view on the shares. We’ll now examine how Signify’s intensified push into connected,...
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:MT
ENXTAM:MTMetals and Mining

Will €7 Billion Ilva Lawsuit and China Probe Change ArcelorMittal's (ENXTAM:MT) Narrative?

Italian administrators have filed a lawsuit in Milan seeking €7.00 billion in damages from ArcelorMittal over alleged mismanagement and environmental harm at the Ilva steelworks, while Chinese regulators are investigating the company for potential anti-monopoly violations. Together, these legal and regulatory actions highlight the rising legal exposure and compliance scrutiny ArcelorMittal faces in two of its important markets. We’ll now examine how the €7.00 billion Ilva lawsuit could...
ENXTAM:AGN
ENXTAM:AGNInsurance

Should Aegon’s Expanded €227 Million Buyback Program Require Action From Aegon (ENXTAM:AGN) Investors?

Aegon recently began a €227 million share buyback program, including €200 million from its previously announced €400 million return of capital and an additional €27 million to cover senior management share-based compensation, with completion targeted by June 30, 2026, subject to conditions. This expanded buyback underlines Aegon’s focus on active capital management, potentially tightening its share count while aligning incentives through equity-based remuneration. We’ll now examine how this...
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:INGA
ENXTAM:INGABanks

A Look At ING Groep (ENXTAM:INGA) Valuation After Special Dividend And Ongoing Share Buyback

ING Groep (ENXTAM:INGA) has drawn fresh attention after confirming a €0.172 per share special dividend and providing an update on its ongoing €1.1b share buyback programme, both focused on direct shareholder distributions. See our latest analysis for ING Groep. At a €24.98 share price, ING Groep has seen firm momentum lately, with a 30-day share price return of 7.67% and a 90-day share price return of 19.09%. The 1-year total shareholder return of 70.85% and 5-year total shareholder return of...
ENXTAM:HEIA
ENXTAM:HEIABeverage

How Heineken’s CEO Succession After EverGreen 2030 And US$3.2b Deal At Heineken (ENXTAM:HEIA) Has Changed Its Investment Story

Heineken N.V. recently announced that CEO and Executive Board Chairman Dolf van den Brink will step down on 31 May 2026 after almost six years in the role, remaining in an advisory capacity for eight months from 1 June 2026 to support the transition. His planned departure comes shortly after Heineken set its EverGreen 2030 strategy and executed a US$3.20 billion acquisition in Central America, meaning new leadership will inherit an already reshaped portfolio and long-term plan. With Dolf van...
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...