Global Equity Strategy: Constructive Outlook Intact, Bottoming Process Continues
We remain constructive overall and continue to believe that global equities (MSCI ACWI) are going through a bottoming process. Opportunities exist...
740 Views
Semiconductor Wafer Fab Equipment Sector Review, Outlook Q2 2018
The semiconductor WFE segment experienced a record year in 2017, one which finally saw it eclipse the $48 billion spending achieved seventeen years...
864 Views
A Brief Analysis of Semiconductor Wafer Fab Equipment's Current Growth Cycle
The latest Wafer Fab Equipment (WFE) from SEMI, details here, reported that worldwide sales of new semiconductor manufacturing equipment are...
555 Views
Alfen Beheer BV - What's New(s) in Amsterdam
In this edition: • ABN Amro | 4Q25 falls short of market expectations • Ahold Delhaize | solid finish of the year in a challenging...
112 Views
What's News in Amsterdam - 28 January (AkzoNobel | ASML | KPN | Dutch politics)
In this edition: • AkzoNobel | PPG’s 4Q25 performance rather uninspiring • ASML | much stronger than expected order intake; new EUR 12bn share...
152 Views