Pioneering pharma CEO The appointment of
the head of consumer
healthcare as the next CEO
of GlaxoSmithKline is a watershed
moment for the sector, with
Emma Walmsley becoming the
first female CEO of a global large
cap pharmaceuticals company.
The sector has scored
Ardevora boosted by takeover of ARM Holdings Ardevora Asset
profited from its long-term
position in ARM Holdings,
after the UK chip maker was
acquired by Japan's SoftBank
for £24.3bn earlier this month.
Jeremy Lang, founder and
partner of Ardevora, says the
team has liked ARM for a long
Fagron NV: Disclosure of received notification On 7 July 2016, Fagron received a notification that the shareholding of Alychlo NV and Marc Coucke, a parent undertaking or a controlling person, had crossed the disclosure threshold of 15% on 7 July 2016 as the result of the acquisition of voting securities or...
Dividend Hal at 6,50 euros On May 18, 2016 the proposal to distribute a dividend of € 6.50 per HAL Trust Share
was approved. This dividend will be paid in HAL Trust shares unless a Shareholder
expressly requested payment in cash by not later than June 13, 2016 (3:00 p.m. CET).
In case of...
Lucas Bols reports substantially higher net profit Lucas Bols’s revenue for the financial year ended 31 March 2016 amounted to € 72.6 million, a
decrease of 6.5% compared to € 77.7 million in the previous financial year. The impact of currencies
was € 0.4 million negative, as the effect of the lower Japanese yen,...
EdenTree: IBM can be active in robot-investing We see a compelling
opportunity in software
robots and robotic process
automation, highlighted by one
study showing 47% of US jobs
could be automated within the
next 10 years. The market leader
is Blue Prism.
The investment case is
that any repetitive task canbe...
Sanlam FOUR: Oracle can repeat Microsoft We continue to have high
conviction in the prospects
for Oracle , as it manages the
migration of customers from
license-based revenue to higher
margin Software AG as a Service
Oracle is a stable company
with a wide economic moat and
T. Rowe Price positive about Tesla The macroeconomic
landscape is challenging at
the moment, which is creating
headwinds for companies to
grow. This puts the impetus on
trying to identify companies able
to generate their own growth.
We see a number of
companies with competitive
IPO ASR targeted between 18 and 22 euros Stichting administratiekantoor beheer
financiële instellingen (NL Financial Investments, “NLFI” or the "Selling Shareholder”), on behalf of
the Dutch State, and ASR Nederland N.V. (“a.s.r.”, the “Company”, and together with its
consolidated subsidiaries, the “Group”),...
Final dividend Royal DSM The DSM Annual General Meeting of Shareholders passed a resolution on 29 April 2016 to declare a dividend for the financial year 2015 of €1.65 per ordinary share of €1.50 nominal value. An interim dividend of €0.55 per ordinary share having been paid in August...
BinckBank buys back 124,414 shares Following the Share Buy Back programme as announced on 19 February 2016 BinckBank announces that it has bought 124,414 shares at an average purchase price of € 6.5130 during the period of 21st March 2016 up to and including 24th March 2016. The definite price will...