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Nyrstar Blijft Aan Kop in Binck Beleggers Top 200 NYRSTAR BLIJFT AAN KOP IN BINCK BELEGGERS TOP 200 AHOLD DELHAIZE WEER VASTE WAARDE, X-FAB HOOGSTE BINNENKOMER Nyrstar is in 2017 onveranderd het populairste aandeel onder de Belgische particuliere beleggers, gevolgd door Ageas en Euronav. Ahold Delhaize maakt ook een mooie sprong en mag zich stilaan weer een vaste waarde binnen de aandelenportefeuille beschouwen. Daarbij laat het andere aandelen als Bekaert, AB Inbev, KBC en Solvay ver achter zich. Dat blijkt uit de nieuwe editie van de jaarlijkse Binck Beleggers Top 200, die is samengesteld op basis van data-onderzoek van ruim 42.000 effectenportefeuilles van particuliere beleggers bij Binck België. Hoge nieuwkomers zijn onder meer de beursdebutant X-Fab en Brunel, terwijl ook internationale aandelen als Carrefour, Alibaba, Fugro en Amazon een forse sprong in de ranglijst maken. Contact: Fadwa Lahssini, Data & Trends BinckBank 0489/186.354 [email protected] DE BINCK BELEGGERS TOP 200 Welke aandelen en andere effecten bezit beleggend België? Voor de ranglijst van de Binck Beleggers Top 200 is gekeken naar het aantal actieve beleggers bij Binck dat medio december bepaalde effecten in portefeuille had. Langs deze weg werden op de 200 ‘populairste’ effecten meer dan 180.000 ‘stemmen’ uitgebracht. Daarbij is niet alleen naar Belgische en internationale aandelen gekeken, maar ook naar beleggingen in populaire beleggingsfondsen, obligaties en ETF’s. De volledige Top 200 vindt u als bijlage bij dit document. Hieronder alvast de Top 25. Nyrstar en Ageas zijn opnieuw nummer 1 en 2. Ahold Delhaize maakt een indrukwekkende opmars. Ook AB Inbev, MDxHealth en Galapagos stijgen mooi in de ranglijst (aandeel vetgedrukt bij meer dan 5 plaatsen omhoog). De 25 populairste effecten zijn allemaal aandelen die op Euronext noteren. Er zijn 12 aandelen die in de BEL20 noteren, enkel ArcelorMittal en Royal Dutch Shell hebben geen (extra) notering op Brussel. Het hoogst genoteerde Amerikaanse aandeel is Apple op plaats 24. Voor Frankfurt is het Volkswagen op de 64e plaats en voor Londen GlaxoSmithKline op de 75e plaats. De hoogste ETF is VanEck Vectors Gold Miners. Top 25 2017 2016 Index 1 1 Nyrstar Euronext Brussel 2 2 Ageas BEL 20 3 3 Euronav Euronext Brussel 4 14 Ahold Delhaize Euronext Brussel/Amsterdam 5 5 ThromboGenics NV Euronext Brussel 6 10 Bekaert BEL 20 7 4 Ablynx NV Euronext Brussel 8 6 ArcelorMittal Euronext Parijs/Amsterdam 9 15 AB Inbev BEL 20 10 8 Engie BEL 20 11 7 KBC Group BEL 20 12 17 TiGenix Euronext Brussel 13 11 Agfa-Gevaert Euronext Brussel 14 12 Royal Dutch Shell -A- Euronext Amsterdam 15 9 Solvay BEL 20 16 20 GBL BEL 20 17 23 Umicore BEL 20 18 13 ING Groep BEL 20 19 19 Gimv Euronext Brussel 20 28 MDxHealth Euronext Brussel 21 30 Galapagos BEL 20 22 16 Ackermans & Van Haaren BEL 20 23 18 Proximus BEL 20 24 22 Exmar NV. Euronext Brussel 25 21 EVS Broadcast Equipment Euronext Brussel Bron: Binck.be Bron BEL20 : tijd.be TRENDS Ook per categorie is er in 2017 sprake van kleine verschuivingen. Wanneer we kijken naar de verschillende categorieën en markten valt het toegenomen aantal Amerikaanse en Canadese aandelen op. Het aantal beleggingsfondsen in de lijst neemt daarentegen af, terwijl de populairder wordende ETF’s licht groeien. Aantal noteringen in Top 200 volgens categorie 2017 2016 BEL20 20 20 Euronext Brussel 60 62 Euronext Parijs/Amsterdam 43 42 Andere Europese aandelen 22 23 Aandelen VS/Canada 45 42 (Totaal aandelen) (190) (189) Beleggingsfondsen 3 5 ETF’s 7 6 TOTAAL 200 200 Bron: Binck.be STERKSTE NIEUWKOMER X-FAB NOG MAAR NET OP DE BEURS Debutant X-Fab, die in april naar de beurs trok, maakt een prominente entree. Ook de IPO van Balta is niet onopgemerkt voorbijgegaan aan de Belgische particuliere beleggers. 10 hoogste nieuwkomers in 2017 (positie in Top 200) 63 X-Fab Silicon Foundries SE Euronext Parijs 82 Brunel International Euronext Amsterdam 133 Balta Group Euronext Brussel 135 Wereldhave Euronext Amsterdam 140 Altice NV -A- Euronext Amsterdam 153 iShares Core MSCI World UCITS ETF ETF 165 SSR Mining Inc Aandelen VS/Canada 166 ASML Euronext Amsterdam 170 Global X MSCI Colombia ETF ETF 174 Asian Bamboo AG Frankfurt Bron: Binck.be SNELLE STIJGERS Opvallend in de lijst van sterkste stijgers is de prominente positie van Carrefour, dat maar liefst 95 plaatsen klom in de lijst. Alibaba is met een sprong van 90 plaatsen goed voor de 2de plaats. 10 sterkste stijgers in 2017 2017 2016 Verschil 50 145 Carrefour Euronext Parijs + 95 71 161 Alibaba Group Holding Ltd -ADR- Aandelen + 90 VS/Canada 36 110 Fugro Euronext + 74 Amsterdam 102 174 Amazon.com Inc Aandelen + 72 VS/Canada 74 141 Econocom Group Euronext Brussel + 67 123 184 Global X Uranium ETF Aandelen + 61 VS/Canada 142 200 Roularta Media Group Euronext Brussel + 58 106 154 Teva Pharmaceutical Industries Ltd - Aandelen + 48 ADR- VS/Canada 53 98 NN Group NV Euronext + 45 Amsterdam 151 196 Exxon Mobil Corp Aandelen + 45 VS/Canada Bron: Binck.be Andere bekende klimmers zijn dit jaar Fugro (plus 74 plaatsen), het internetbedrijf Amazon (plus 72 plaatsen) en Econocom (plus 67 plaatsen). De grootste dalers zijn dan weer Airfrance- KLM (min 85 plaatsen) en Heineken (min 79 plaatsen). VERDWENEN Naast nieuwkomers zijn er ook een aantal effecten uit de ranglijst verdwenen zoals het door verzekeraar NN aangekochte Delta Lloyd (47). Verder is het opmerkelijk dat enkele Franse aandelen minder populair zijn geworden onder Binck-beleggers: Peugeot (vorig jaar nummer 150), Air France-KLM (vorig jaar nummer 167), LafargeHolcim (vorig jaar nummer 175), Renault (vorig jaar nummer 182) en Vinci (vorig jaar nummer 189) vallen allemaal uit de Top 200 maar horen nog wel tot de Top 250. DE BEL20 VERSUS DE BINCK TOP 20 VAN BELGISCHE AANDELEN Hoewel de vergelijking vanwege de verschillende gehanteerde criteria niet helemaal opgaat, is het toch interessant om te kijken in hoeverre de bij Binck-beleggers populairste aandelen eind 2017 afwijken van de officiële BEL20. Hieronder de 2 lijstjes van 20 hoogst scorende effecten, die in de lijst van Binck- beleggers voor 55% uit andere aandelen zou bestaan. Minder populair zijn aandelen Sofina, Cofinimmo, Aperam en Ontex Group die zich tussen plaats 40 en 70 situeren. Telenet Group haalt met moeite net de Top 40. Huidige BEL20 Binck Top 20 AB Inbev Nyrstar Ackermans & van Ageas Haaren Ageas Euronav Aperam Ahold Delhaize Bekaert ThromboGenics NV Bpost Bekaert Cofinimmo Ablynx NV Colruyt ArcelorMittal Engie AB Inbev Galapagos Engie GBL KBC Group ING Group TiGenix KBC Group Agfa-Gevaert Ontex Royal Dutch Shell -A- Proximus Solvay Sofina GBL Solvay Umicore Telenet Group ING Group UCB Gimv Umicore MDxHealth Bron: Binck.be Bron BEL20 : tijd.be (vetgedrukte aandelen komen in beide lijsten voor) BIJLAGE: DE VOLLEDIGE BINCK BELEGGERS TOP 200 2017 BEL 20 Euronext Brussel Euronext Parijs/Amsterdam Andere aandelen EU Aandelen VS/Canada ETF Fonds 2017 2016 Verschil Security Positions Beurs 1 1 0 Nyrstar Euronext Brussel 2 2 0 Ageas BEL 20 3 3 0 Euronav Euronext Brussel Euronext 4 14 10 Ahold Delhaize Amsterdam 5 5 0 ThromboGenics NV Euronext Brussel 6 10 4 Bekaert BEL 20 7 4 -3 Ablynx NV Euronext Brussel Euronext 8 6 -2 ArcelorMittal Amsterdam 9 15 6 AB Inbev BEL 20 10 8 -2 Engie BEL 20 11 7 -4 KBC Group BEL 20 12 17 5 TiGenix Euronext Brussel 13 11 -2 Agfa-Gevaert Euronext Brussel Euronext 14 12 -2 Royal Dutch Shell -A- Amsterdam 15 9 -6 Solvay BEL 20 16 20 4 GBL BEL 20 17 23 6 Umicore BEL 20 18 13 -5 ING Groep BEL 20 19 19 0 Gimv Euronext Brussel 20 28 8 MDxHealth Euronext Brussel 21 30 9 Galapagos BEL 20 22 16 -6 Ackermans & Van Haaren BEL 20 23 18 -5 Proximus BEL 20 24 22 -2 Exmar NV. Euronext Brussel 25 21 -4 EVS Broadcast Equipment Euronext Brussel 26 24 -2 BPost SA BEL 20 27 37 10 Biocartis NV Euronext Brussel 28 31 3 Colruyt BEL 20 29 26 -3 Fagron Euronext Brussel 30 29 -1 Option NV Euronext Brussel 31 38 7 UCB BEL 20 32 33 1 Melexis Euronext Brussel Euronext 33 35 2 BinckBank Amsterdam Aandelen 34 27 -7 Apple Inc VS/Canada 35 32 -3 KBC Ancora CVA Euronext Brussel Euronext 36 110 74 Fugro Amsterdam 37 34 -3 Dexia Euronext Brussel 38 36 -2 Recticel Euronext Brussel 39 51 12 Total SA Euronext Parijs 40 25 -15 Telenet Group Holding BEL 20 41 43 2 Sofina SA BEL 20 42 40 -2 Tessenderlo Group Euronext Brussel 43 44 1 Elia System Operator SA Euronext Brussel 44 57 13 Ion Beam Applications Euronext Brussel 45 50 5 SIPEF Euronext Brussel 46 39 -7 Cofinimmo BEL 20 47 55 8 Van de Velde Euronext Brussel Euronext 48 45 -3 AEGON NV Amsterdam 49 52 3 Befimmo-Sicafi Euronext Brussel 50 145 95 Carrefour Euronext Parijs Euronext 51 87 36 Boskalis Amsterdam 52 60 8 Orange Belgium Euronext Brussel Euronext 53 98 45 NN Group NV Amsterdam Euronext 54 63 9 BAM Amsterdam 55 41 -14 Barco N.V. Euronext Brussel Euronext 56 42 -14 TomTom Amsterdam 57 79 22 VanEck Vectors Gold Miners -ETF- ETF 58 48 -10 Sanofi Euronext Parijs 59 53 -6 Quest For Growth Euronext Brussel 60 61 1 Aperam BEL 20 61 78 17 Mithra Pharmaceuticals SA Euronext Brussel 62 54 -8 Realdolmen Euronext Brussel 63 o nieuw X-Fab Silicon Foundries SE Euronext Parijs 64 56 -8 Volkswagen AG -Pref- Frankfurt 65 49 -16 Deceuninck Euronext Brussel 66 75 9 Celyad Euronext Brussel 67 81 14 Ontex Group NV BEL 20 Euronext 68 58 -10 SBM Offshore Amsterdam 69 68 -1 Resilux Euronext Brussel 70 46 -24 CFE Groupe SA Euronext Brussel Aandelen 71 161 90 Alibaba Group Holding Ltd -ADR- VS/Canada 72 92 20 BMW AG Frankfurt 73 77 4 Sioen Industries Euronext Brussel 74 141 67 Econocom Group Euronext Brussel 75 66 -9 GlaxoSmithKline PLC London 76 65 -11 Financiere de Tubize Euronext Brussel 77 67 -10 Nokia Oyj Euronext Parijs Aandelen 78 64 -14 Tesla Inc VS/Canada 79 62 -17 Greenyard NV Euronext Brussel Aandelen 80 80 0 General Electric Co VS/Canada Aandelen 81 91 10 Facebook Inc -A- VS/Canada Euronext 82 o nieuw Brunel International Amsterdam 83 59 -24 K+S AG Frankfurt 84 96 12 Aedifica Euronext Brussel Euronext 85 100 15 PostNL Amsterdam 86 69 -17 AXA SA Euronext Parijs 87 70 -17 Accentis Euronext Brussel 88 109 21 D'ieteren SA Euronext Brussel 89 76 -13 VanEck Vectors Junior Gold Miners ETF ETF 90 72 -18 Daimler AG Frankfurt Aandelen 91 97 6 Alphabet Inc -A- VS/Canada 92 95 3 Lotus Bakeries S.A.
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