“2024 should simply be the year for Besi”

on Friday April 26, 2024

Views: 2,197

In this week’s IEX Investor Podcast, Pieter Kort speaks with Hildo Laman, head of the Investor Desk, and friend-of-the-show Jean-Paul van Oudheusden from Markets Are Everywhere.

What do we cover in this broadcast of the IEX Investor Podcast?

• CVC Capital Partners, a well-known private equity giant, entered the Amsterdam stock exchange this morning. What is the price like?
• No fewer than four Magnificent Seven funds reported figures this week. How did our (sometimes overheated) colleagues at the Investors Desk approach this?
• Alphabet will pay out a dividend, but as an investor don’t expect too much from it… What is interesting has to do with its bigger plans for the future: it will buy back $70 billion worth of its own shares this year.
• Meta is the big winner last week with considerable sales growth, says Jean-Paul. And, like Alphabet, it continues to invest heavily in AI.
• That same Meta once dropped by 80%, is that about to happen again?
• Musk has haters and lovers. On August 8, Tesla will present the robotaxi money maker will be in the coming years?
• The CEO of ASML resigned after a long period of loyal service. The Dutch remain down-to-earth people, as is evident from the reactions to Peter Wennink’s farewell speech.
• The Vivoryon share rose by more than 80% in a week, is that justified according to our desk? The price of the small biotech company seems to be mainly driven by speculation.
• Adyen was punished by investors last week, despite the increased orders and turnover seen in the recently published trading update.
• Allfunds fell sharply after the news that a possible takeover has been canceled.
• Chippers ASMI and Besi provided figures. What does analyst Hildo think about that? Last year they were the winners of the fair, Jean-Paul explains.
• Editor Youri van Heumen wrote an article for IEX Expert about four shares that have good prospects, both fundamentally and technically. Hildo is already giving one prize.
• Listening question from Gijs: “Will stocks related to food products such as supermarkets, etc., be able to replace tech stocks? outperform? Or is tech/AI too big?”
• Next week: Shell, ING, Amazon & Apple.

Curious about the podcast? Click play below or listen on your favorite podcast app!

Disclaimer: This podcast should not be considered professional investment advice.