Teun Verhagen
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teunverhagen.bsky.social
Teun Verhagen
@teunverhagen.bsky.social
56 followers 34 following 150 posts
Aandelen analist bij http://IEX.nl | Gek van aandelen en financieel nieuws | Media monitoring & Content expert | Reizen | Untappd-fan |
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Governments face budget strain, shifting priorities and rising #defence spending. That makes the outlook for #renewables highly uncertain. Ørsted is a reminder that attractive valuations can mask fragile fundamentals.
🪫 #Ørsted, once a frontrunner in the energy transition, has lost its shine. Delays, impairments and now a massive rights issue underline the harsh reality of renewables: policy risk and uncertainty remain key.
#Boeing shows signs of recovery with a $619bn backlog and healthier capital structure, but valuation is running far ahead of fundamentals. Even vs. defense peers, the stock trades at a steep premium.

#stocks #aerospace #defense #finance #NYSE
#Airbus $AIR faces renewed delivery setbacks due to engine supply issues, yet remains confident in hitting its 2025 targets. Strong momentum in Defence & Space and Helicopters helps offset aviation headwinds. One number tells the real story.
With Ontex trading below 6x PE (FY26), valuation looks overly pessimistic – especially vs peers at ~18x. An opportunistic takeover bid or taking it private can’t be ruled out. Read my full analysis here 👇

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Outlook Ontex niet langer haalbaar
Ontex ziet zich na een dramatisch tweede kwartaal gedwongen de verwachtingen voor 2025 stevig te verlagen. Klanten bouwen voorraden af en grote concurrenten stunten met prijzen, wat fors inhakt op de ...
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#Ontex issues a painful profit warning after a disastrous Q2. Supply chain issues, inventory cuts, and aggressive promo activity by peers hit margins hard. Vulnerability remains high, despite some recovery expected later this year. #stocks #BEL20 #finance
With the energy transition stalling and intense EPC competition, can EnergyVision justify its valuation? Trading at ~27x EBITDA (24), it’s anything but cheap. Are energy-as-a-service expectations already priced in? #stocks #cleanenergy
🚀 After nearly four years without an IPO, #Euronext Brussels welcomes #EnergyVision this Wednesday. Shares in the Belgian clean energy company debut at price of €9.50, raising >€45m with valuation of just under €600m. #IPO #EnergyTransition
💰Op de beurs noteert #Theon vandaag ex-dividend. Het #dividend over boekjaar 2024 bedraagt EUR 0,34 per #aandeel (FY23: EUR 0,20 pa).

$THEON #beurs #aandelen #beleggen #beursnieuws #investeren #passiefinkomen #AEX
The offshore wind market is already struggling.
1️⃣higher costs for materials, components, vessels, personnel and financing (+40-60%)
2️⃣an electricity price that does not keep up with this growth
3️⃣delayed electrification and thus lagging demand for clean electricity
Europe will have at least 10 (!) factories for XXL monopiles for offshore wind turbines by 2027. As a result, Dutch Sif Holding $SIFG not only loses its competitive edge, but #overcapacity also threatens the market.
Op de beurs noteert #DEME vandaag ex-dividend. Het #dividend over boekjaar 2024 bedraagt EUR 3,80 per #aandeel (FY23: EUR 2,10 pa).

$DEME #beurs #aandelen #beleggen #beursnieuws #investeren #passiefinkomen #Bel20