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Benelux Morning Notes

CTP: Good results, continuation of strong demand dynamics. KBC: 2025 outlook, strong uplift post 2Q. RELX, Wolters Kluwer: Thomson Reuters 2Q25 results. SBM Offshore: Guidance up, one-offs play a role. Xior Student Housing: On track, continued focus on pricing and pipeline

 PRESS RELEASE

SBM Offshore Half Year 2025 Earnings

SBM Offshore Half Year 2025 Earnings Amsterdam, August 7, 2025 Highlights Increase in full year 2025 Directional1 revenue guidance from above US$4.9 billion to above US$5.0 billion Increase in full year 2025 Directional EBITDA guidance from around US$1.55 billion to above US$1.6 billion 26% increase in year-to-date Directional revenue of US$2.3 billion; 10% increase in Directional EBITDA of US$682 millionFirst oil for FPSOs Almirante Tamandaré and Alexandre de GusmãoFPSO ONE GUYANA on charter, preparing for first oilFPSO GranMorgu operations and maintenance contract signed with TotalEnerg...

 PRESS RELEASE

Weekly share repurchase program transaction details

Weekly share repurchase program transaction details Amsterdam, August 6, 2025 SBM Offshore reports the transaction details related to its EUR141 million (c. US$150 million1) share repurchase program for the period July 31, 2025 through August 6, 2025. The repurchases were made under the EUR141 million share repurchase program announced on February 20, 2025 and effective from April 24, 2025. The objective of the program is to reduce share capital and, in addition, to provide shares for regular management and employee share programs. Information regarding the progress of the share repurcha...

 PRESS RELEASE

Monthly information relating to the total number of voting rights and ...

Monthly information relating to the total number of voting rights and shares comprising the share capital VALLOURECFrench limited liability company (société anonyme) with a Board of Directors with share capital of € 4,767,824,28Registered office: 12, rue de la Verrerie – 92190 Meudon, FranceRegistered on the Nanterre Trade and Companies Register under n° 552 142 200 Meudon, August 4th, 2025 Monthly information relating to the total number of voting rightsand shares comprising the share capital Article L. 233-8-II of the French Code de commerce and Article 223-16 of the General Regulation...

 PRESS RELEASE

Information mensuelle relative au nombre total de droits de vote et d’...

Information mensuelle relative au nombre total de droits de vote et d’actions composant le capital social VALLOURECSociété anonyme à Conseil d’Administrationau capital de 4 767 824,28 € Siège social : 12, rue de la Verrerie – 92190 Meudon552 142 200 RCS Nanterre Meudon, le 4 août 2025, Information mensuelle relative au nombre total de droits de voteet d’actions composant le capital social Article L. 233-8-II du Code de commerce et article 223-16 du Règlement Général de l’Autorité des Marchés Financiers DateNombre totald'actions en circulationNombre totalde droits de vote théoriques (1)No...

ABGSC Energy Research ... (+7)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • John Olaisen
  • Lars Trongaard Brattli
  • Njål Kleiven
  • Oliver Dunvold
  • Stian Wibstad
ABGSC Oil & Oil Services Research ... (+3)
  • ABGSC Oil & Oil Services Research
  • Lars Trongaard Brattli
  • Njål Kleiven
Jerôme Bodin ... (+2)
  • Jerôme Bodin
  • Steven Boumans
CEC CECONOMY AG
APAML APERAM SA
LI KLEPIERRE SA
COV COVIVIO SA
OUT1V OUTOKUMPU OYJ
GFC GECINA SA
NXI NEXITY SA CLASS A
FLY SOCIETE FONCIERE LYONNAISE SA
GYC GRAND CITY PROPERTIES SA
F3C SFC ENERGY AG
MERY MERCIALYS SA
DEC JCDECAUX SA
INEA FONCIERE INEA
VIV VIVENDI SE
WHA WERELDHAVE N.V.
SRP SRP GROUPE SA
PSM PROSIEBENSAT.1 MEDIA SE
BLND BRITISH LAND COMPANY PLC
MRN MERSEN SA
KOF KAUFMAN & BROAD SA
ALTA ALTAREA SCA
VNA VONOVIA SE
ACX ACERINOX SA
XIOR XIOR STUDENT HOUSING N.V.
ICAD ICADE SA
BYG BIG YELLOW GROUP PLC
COFB COFINIMMO SA
SOC SUBSEA 7 S.A.
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
COK CANCOM SE
VASTB VASTNED RETAIL BELGIUM NV
DLG DE'LONGHI S.P.A.
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
CPINV CARE PROPERTY INVEST SA
BRNL BRUNEL INTERNATIONAL N.V.
GCO GRUPO CATALANA OCCIDENTE S.A.
SAFE SAFESTORE HOLDINGS PLC
ARG ARGAN SA
VGP VGP NV
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
WLN WORLDLINE SA
MERLIN MERLIN PROPERTIES SOCIMI S.A.
DKG DEUTSCHE KONSUM REIT-AG
TRE TECNICAS REUNIDAS SA
XFAB X-FAB SILICON FOUNDRIES SE
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
UMI UMICORE
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
NEXI NEXI S.P.A.
CLA CLARANOVA SE
WDP WAREHOUSES DE PAUW SCA
TE TECHNIP ENERGIES NV
AERO MONTANA AEROSPACE AG
ECMPA EUROCOMMERCIAL PROPERTIES NV
FUR FUGRO NV
CTPNV CTP NV
ONE ONE UNITED PROPERTIES SA
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
SHUR SHURGARD SELF STORAGE LIMITED
PLNW PLANISWARE
VIRI VIRIDIEN
AMS AMS-OSRAM AG
ABGSC Energy Research ... (+7)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • John Olaisen
  • Lars Trongaard Brattli
  • Njål Kleiven
  • Oliver Dunvold
  • Stian Wibstad
Baptiste Lebacq
  • Baptiste Lebacq
Baptiste Lebacq
  • Baptiste Lebacq
ABGSC Energy Research ... (+7)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • John Olaisen
  • Lars Trongaard Brattli
  • Njål Kleiven
  • Oliver Dunvold
  • Stian Wibstad
ABGSC Oil & Oil Services Research ... (+3)
  • ABGSC Oil & Oil Services Research
  • Lars Trongaard Brattli
  • Njål Kleiven
 PRESS RELEASE

Subsea 7 S.A. Announces Second Quarter and Half Year 2025 Results

Subsea 7 S.A. Announces Second Quarter and Half Year 2025 Results Luxembourg – 31 July 2025 – Subsea 7 S.A. (Oslo Børs: SUBC, ADR: SUBCY, ISIN: LU0075646355, the Company) announced today results of Subsea7 Group (the Group, Subsea7) for the second quarter and first half of 2025 which ended 30 June 2025. Highlights  Second quarter Adjusted EBITDA of $360 million, up 23% on the prior year period, equating to a margin of 21%Strong operational and financial performance from both Subsea and Conventional and Renewables, with Adjusted EBITDA margins of 21% and 17% respectivelyGuidance for fu...

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