AGS Ageas SA/NV

Ageas et BlackRock: Notification de transparence

Ageas et BlackRock: Notification de transparence
EN
09/10/2020

Underlying

AGSAgeas SA/NV

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Reports on Ageas SA/NV

ING Helpdesk
  • ING Helpdesk
AGS AGEAS SA/NV
WKL Wolters Kluwer ... ... (+12)

Benelux Morning Notes

Adyen: 3Q25 results – solid net revenue, FY25 guidance reiterated. Aedifica: Guidance raised, positive tenant trends and good portfolio valuation. Ageas: China Taiping Life 3Q25 Solvency much lower, remains solid. Allfunds Group PLC: Strong flows. ASM International: 3Q25 results - disappointing orders, much better margins. Corbion: Iron wills and nerves of steel. Lotus Bakeries: peer Mondelez 3Q25 results. Melexis: 3Q25 results, ongoing gross margin pressure. Staffing: Dutch figs...

AGS AGEAS SA/NV
WKL WOLTERS KLUWER NV
RAND RANDSTAD NV
LOTB LOTUS BAKERIES NV
ASM ASM INTERNATIONAL N.V.
AED AEDIFICA SA
BRNL BRUNEL INTERNATIONAL N.V.
MELE MELEXIS NV
CSM CORBION NV
ADYEN ADYEN NV
ALLFG ALLFUNDS (UK) LTD
ZAB ZABKA GROUP
10/29/25 October 29, 2025 1 EN
ING Helpdesk
  • ING Helpdesk
ENX EURONEXT NV
AGS AGEAS SA/NV ... (+9)

Benelux Morning Notes

Ageas: AG Real Estate looking to reduce exposure to Interparking, lower capital charges. Air France-KLM: 3Q25 a bit light? ASML: Preview 3Q25, riding the AI wave. Barco: Preview 3Q25, self-help offsets macro headwind. D'Ieteren: Belron starts to roll out static mobile recalibration. Euronext: September's seasonal recovery. Tessenderlo More focus on capital allocation and returns. TomTom: Preview 3Q25, Cost cutting offsets slow markets. Umicore: Gold inventory sale-and-lease-back

ENX EURONEXT NV
AGS AGEAS SA/NV
TESB TESSENDERLO GROUP N.V.
AF AIR FRANCE-KLM SA
DIE D'IETEREN SA
ASML ASML HOLDING NV
UMI UMICORE
TOM2 TOMTOM NV
BAR BARCO NV
10/08/25 October 8, 2025 1 EN
ING Helpdesk
  • ING Helpdesk
BFIT BASIC-FIT NV
SBMO SBM OFFSHORE NV ... (+17)

Benelux Morning Notes

Ageas: Highlights ING Benelux Conference London. Alfen: Highlights from ING Benelux Conference London. Arcadis: Highlights ING Benelux Conference London. ASR: Highlights ING Benelux Conference London. BAM: Highlights ING Benelux Conference London. Basic-Fit: Highlights ING Benelux Conference London. CTP: Highlights from ING Benelux Conference London. DEME Group: Highlights ING Benelux Conference London. Fugro: Highlights ING Benelux Conference London. Heijmans: Highlights ING Bene...

BFIT BASIC-FIT NV
SBMO SBM OFFSHORE NV
AGS AGEAS SA/NV
RAND RANDSTAD NV
PNL POSTNL NV
BAMNB KONINKLIJKE BAM GROEP NV
LOTB LOTUS BAKERIES NV
HEIJM HEIJMANS N.V. CERT
ARCAD
ARCADIS NV
ASRNL ROYAL VOPAK NV
TWEKA ASR NEDERLAND NV
ALFEN TKH GROUP N.V. CERT
FUR ALFEN NV
CTPNV FUGRO NV
DEME CTP NV
DEME GROUP NV
09/08/25 September 8, 2025 1 EN
Jacob Mekhael ... (+3)
  • Jacob Mekhael
  • Livio Luyten
  • Thomas Couvreur
AGS AGEAS SA/NV
GIMB GIMV NV
ACKB ACKERMANS & VAN HAAREN NV
ONWD ONWARD MEDICAL NV
09/02/25 September 2, 2025 1 EN
Thomas Couvreur
  • Thomas Couvreur
AGS AGEAS SA/NV

Ageas 1H25 supports share rally, though valuation now stretched

Next to a few one-off elements that inflated the headline 1H25 numbers, Ageas noted some strong underlying drivers, leading to several guidance upgrades. Incorporating these elements in our SoTP, we land on a new TP of €62. We feel 1H25 results have underpinned the 27% share rally the stock has seen this year, but we find it harder to see further upside potential at this stage. UK market pricing is again a question mark and BNP & Ethias could cause some negative news flow going forward. Given li...

09/02/25 September 2, 2025 1 EN

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