30 may 2021
18:30
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The fund manager of KBC Asset Management is betting on the French Soitec and the Irish Kerry Group.
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Nike | Sportswear
Nike
As a producer of sports clothing, sports shoes and accessories, it can surf on the trend of a healthier lifestyle through exercise and sport. After a nice rally last year, partly due to the popularity of Working Out From Home during the pandemic, the share price has been under some pressure since the beginning of this year. This is mainly due to two events. Since the end of last year, the company has been struggling with deliveries from Asia to the rest of the markets. In addition, Nike was the victim of a boycott in China due to the incident with cotton producers from Xinjiang. These issues are temporary and have no impact on underlying growth. A good entry point.
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Kerry | Food ingredients
One of the largest European companies and market leader in the food industry is Kerry Group
. The company mainly develops ingredients and innovative food applications or ‘flavors’, serving the food and beverage industry as well as the pharmaceutical sector. That segment accounts for 90 percent of Kerry’s profits. The company focuses on lifestyle changes, globalization of tastes and changes in customer needs. The portfolio is expanded through in-house development and innovation, supplemented by strategic acquisitions. The company has a fantastic track record. Kerry is headquartered in Dublin, but the listing is in London.
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Amphenol | technology
There is no doubt that the world is becoming more and more connected, and that is where Amphenol plays a role
a big role in it. The company is the market leader in the development and production of high-speed connectors. It wants to develop top technologies that significantly improve the performance of the end customer’s products, systems and networks. The end markets range from high-speed trains, wind turbines, broadband, self-driving cars to IT Datacom. Amphenol is an American company and has a seat in the S&P500 index. It is listed on the New York Stock Exchange and has a market capitalization of $40 billion.
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Soitec | Wafers
What is so small that we can hardly see it with the naked eye, while we can no longer do without it in daily life? Potato chips. The shortage we have experienced since last year has made it even clearer that chips are everywhere. The French Soitec
is, among other things, a producer of SOI wafers (silicon on insulin), which are processed into chips. They offer faster data processing combined with less power consumption. One of the company’s largest markets is smartphones. In that market, they are one of the key players for developing 5G. Soitec has a market value of 5 billion euros.
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Adobe | Software
The American software company Adobe is best known for its PDF reader, but the company also has a wide range of software aimed at creating and managing digital content, whether or not linked to the cloud. The company’s growth is ensured by the continuous expansion of the range and a broadening of the range of end customers. This concerns, for example, the younger generation, who like to indulge themselves creatively on various channels and who want to use professional tools for this. The pandemic and the acceleration towards online have contributed to more than 30 percent growth in the Document Cloud division.
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