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Michael Roeg

Senior Equity Analyst at Degroof Petercam

Michael Roeg is a Senior Equity Analyst at Banque Degroof Petercam, specializing in the technology sector with coverage of listed Benelux technology companies such as Fastned and Triodos Bank. Since joining Degroof Petercam in 2015, Roeg has produced research reports evidencing substantial stock analysis expertise, including delivering return and valuation insights that have contributed to outperformance for recommended stocks, as highlighted by frequent double-digit annualized earnings and dividend changes for covered companies. He began his equity research career at KBC Securities NV prior to joining Degroof Petercam, building deep regional insight over more than a decade in the field. Roeg is recognized for his technical competence and regional specialization, although specific securities licenses and global ranking metrics are not publicly disclosed.

Michael Roeg's questions to ASML HOLDING (ASML) leadership

Michael Roeg's questions to ASML HOLDING (ASML) leadership • Q4 2024

Question

After deferring a detailed question about an Investor Day slide, Michael Roeg asked if providing a 12-month rolling booking figure could be an alternative to ceasing quarterly booking reporting, as it would smooth out lumpiness.

Answer

CFO Roger Dassen responded that providing the total backlog figure on an annual basis gets 'awfully close' to that concept. He reiterated the company's belief that an annual backlog update, combined with robust sales guidance, is a sufficient and more meaningful data point for investors than a rolling quarterly booking figure.

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Michael Roeg's questions to ASML HOLDING (ASML) leadership • Q4 2024

Question

Michael Roeg asked a detailed question referencing a 2024 Investor Day slide about end markets and the $1 trillion semiconductor sales forecast. He also suggested a 12-month rolling booking figure as an alternative to quarterly reporting.

Answer

CFO Roger Dassen deferred the complex slide-based question to an offline conversation. On the reporting suggestion, he maintained that an annual backlog update, combined with quarterly sales data, is a sufficient data point for investors and that the company would not be providing a rolling booking figure.

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Michael Roeg's questions to Just Eat Takeaway.com (TKAYF) leadership

Michael Roeg's questions to Just Eat Takeaway.com (TKAYF) leadership • Q2 2022

Question

Michael Roeg of Degroof Petercam sought clarification on comments made about Northern Europe's Q2 EBITDA and H2 outlook, and also asked about the impact of wage inflation in H1.

Answer

CFO Brent Wissink clarified that Northern Europe's H1 EBITDA improved compared to H2 2021 and is expected to increase further in H2 2022, driven by efficiency measures. Regarding wage inflation, he noted there is a typical lag in adjustments and nothing out of the ordinary compared to previous years.

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