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MELE.BR · Melexis NV 66.40 EUR +1.45 (+2.23%) 2026-SEP-18 11:35 EST

My allocationNot heldas of 2026-SEP-03 · allocation page ↗
Research: QT · STK · SA1 mention
2026-JAN-08 · Pieter Slegers · Compounding Quality (Substack) · Neutralmention · read ↗ · source page ↗62.00 EUR

In short: #10 most-picked; +3.8% — the only automotive-cycle name on the list. "Melexis makes small chips used in machines, especially cars… Electric cars need far more chips than traditional cars." Two problems named: "The car industry is having a tough time" and "Melexis faces more competition." The mitigation is diversification — "they are launching more and more products outside the automotive sector." Reported, not rated.

SOD 62.00 EUR

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