De Belegger Aan Tafel - 25 juni 2026

This week on De Belegger Aan Tafel:  00:00 Intro 02:53 The proposition of the week “The dollar is at its highest level against the euro in a year. A rising dollar is good for US stocks.” 10:31 The stock market barometer SK Hynix, a chip manufacturer and the absolute standout performer on the Seoul stock exchange, announces a capital increase. We examine why it is doing so. The French department store chain Carrefour receives a buy recommendation from one brokerage firm, while the exact opposite is from another. What should you make of that as an investor? The Belgian biotech company Argenx took a hit of nearly 5% on Wednesday. What was going on? And we take a brief look at SpaceX, which has lost some of its luster in recent days. 28:24 The tracker of the week This week we present active ETFs with high payouts. 33:56 The Correspondent We are heading to Brazil, which, according to our analyst Marc Brems, is the favorite growth country for the second half of 2026. 41:06 The Outlook We still need to be patient for a little while before the earnings season kicks off again. We look ahead to the quarterly figures of internet holding company Prosus and the first listing of the spun-off Honeywell Aerospace. 44:54 The Closing Bell Join the podcast in wrapping up with a fun fact from Head of Equity Strategy Gert Bakelants. This week is about CEOs and large companies that sometimes miss the mark on the stock market... We look forward to seeing you after the holidays. We will be back on Friday, September 4. More analysis and advice at beslister.be.