OBEL Orange Belgium SA

CONVOCATION A L’ASSEMBLEE GENERALE DES ACTIONNAIRES

CONVOCATION A L’ASSEMBLEE GENERALE DES ACTIONNAIRES

Orange Belgium

Pièce jointe

EN
03/04/2020

Underlying

OBELOrange Belgium SA

To request access to management, click here to engage with our
partner Phoenix-IR's CorporateAccessNetwork.com

Reports on Orange Belgium SA

Russell Waller
  • Russell Waller
EUR 8397.00
OBEL Orange Belgium ...

Orange Belgium (Neutral, TP: €21.6, +12%) H2 25 results: Numbers beat...

OBEL has reported a good set of numbers, with EBITDAaL c+3% ahead of consensus and 2026 EBITDAaL guidance is better than consensus expectations. There is evidence of a Digi impact in MSR and ARPU, but KPIs are OK, suggesting that OBEL is protecting share over ARPU - OBEL has c30% of revs from mobile only, which are vulnerable to Digi in our view.

OBEL ORANGE BELGIUM SA
02/06/26 February 6, 2026 1 EN
Aurelien Sivignon ... (+2)
  • Aurelien Sivignon
  • Thomas Zlowodzki
LUFTHANSA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
BEKB BEKAERT SA
ALLIX WALLIX GROUP SA
APAML APERAM SA
PHA PHARMAGEST INTERACTIVE SA
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
NRG NRJ GROUP SA
LNA LNA SANTE SA
GBT GUERBET SA
WIZZ WIZZ AIR HOLDINGS PLC
EZJ EASYJET PLC
RY4C RYANAIR HOLDINGS PLC
SAVE SAVENCIA SA
LIGHT SIGNIFY NV
XFAB X-FAB SILICON FOUNDRIES SE
DUFN DUFRY AG
ALD ALD SA
OBEL ORANGE BELGIUM SA
NVM NOVEM GROUP SA
AF AIR FRANCE - KLM
02/06/26 February 6, 2026 1 EN
Aurelien Sivignon ... (+2)
  • Aurelien Sivignon
  • Thomas Zlowodzki
LUFTHANSA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
BEKB BEKAERT SA
ALLIX WALLIX GROUP SA
APAML APERAM SA
PHA PHARMAGEST INTERACTIVE SA
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
NRG NRJ GROUP SA
LNA LNA SANTE SA
GBT GUERBET SA
WIZZ WIZZ AIR HOLDINGS PLC
EZJ EASYJET PLC
RY4C RYANAIR HOLDINGS PLC
SAVE SAVENCIA SA
LIGHT SIGNIFY NV
XFAB X-FAB SILICON FOUNDRIES SE
DUFN DUFRY AG
ALD ALD SA
OBEL ORANGE BELGIUM SA
NVM NOVEM GROUP SA
AF AIR FRANCE - KLM
02/06/26 February 6, 2026 1 FR
ING Helpdesk
  • ING Helpdesk
REL RELX PLC
PROX Proximus SA de ... ... (+10)

Benelux Morning Notes

Adyen: Preview 2H25. Aperam: In-line 4Q25, upbeat medium-term outlook balances short-term consensus risk. Ayvens: Fast Car (UCS normalisation). Barco: 4Q25 preview, mixed performance. Lotus Bakeries: Another beat on every line. Orange Belgium: 2H25 EBITDAal beat on lower sales, much better 2026 guidance. Philips: CMD & 4Q25 preview, execution is key. RELX: FY25 preview. Universal Music Group: Peer Warner Music 4% revenue and 11% OIBDA beat

REL RELX PLC
PROX PROXIMUS SA DE DROIT PUBLIC
APAML APERAM SA
PHIA KONINKLIJKE PHILIPS N.V.
LOTB LOTUS BAKERIES NV
ALD ALD SA
OBEL ORANGE BELGIUM SA
ADYEN ADYEN NV
BAR BARCO NV
UMG UNIVERSAL MUSIC GROUP NV
02/06/26 February 6, 2026 1 EN
Konrad Zomer
  • Konrad Zomer
OBEL ORANGE BELGIUM SA
02/06/26 February 6, 2026 1 EN

ResearchPool Subscriptions

Get the most out of your insights

Get in touch