reports
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
Monitoring for a Pullback We maintain our near-term bullish outlook on the S&P 500 (SPX), Nasdaq 100 (QQQ), and Russell 2000 (IWM), which has remained in place since 4/22/25, aside from one week (11/19/25-11/25/25) when we went to neutral. We will stay near-term bullish as long as crucial support levels of 6824 on SPX, $610 on QQQ, and $257 on IWM (up from $245) continue to hold. We continue to see deterioration in market dynamics, and while we expect a period of consolidation/pullback, the afo...
GBX GREENBRIER COMPANIES INC.
TRN TRINITY INDUSTRIES INC.
TNET TRINET GROUP INC.
RHI ROBERT HALF INTERNATIONAL INC.
NSP INSPERITY INC.
KFY KORN FERRY
EURN EURONAV NV
LPG DORIAN LPG
G2O GOLAR LNG LIMITED
GATX GATX CORPORATION
KELYA KELLY SERVICES INC. CLASS A
KFRC KFORCE INC.
RAIL FREIGHTCAR AMERICA INC.
WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORPORATION
FSTR L.B. FOSTER CO.
ASGN ASGN INC
STNG SCORPIO TANKERS INC.
FRO FRONTLINE PLC
TNK TEEKAY TANKERS LTD.
TBI TBI CORN LTD ORD
- ABGSC Healthcare Research
- Morten Larsen
- ABGSC Healthcare Research
- Morten Larsen
Coloplast A/S - Q1 2025/26 Earnings Release - Invitation for conferenc...
Coloplast A/S - Q1 2025/26 Earnings Release - Invitation for conference call on 6 Feb 2026 at 11.00am CET Friday, 6 February 2026 at 11:00-12:00am CETIn connection with the publication of Coloplast’s interim financial results for Q1 2025/26, to be released same day around 07.30am CET, Coloplast will host a conference call to present the financial results and answer questions from investors and financial analysts. A presentation will be available on Coloplast’s website approximately 1 hour before the conference call.The webcast of the conference call will be available during and after the e...
- ABGSC Healthcare Research
- Morten Larsen
- ABGSC Financials Research
- Patrik Brattelius
- ABGSC Financials Research
- Patrik Brattelius
- ABGSC Healthcare Research
- Morten Larsen
- ABGSC Financials Research
- Patrik Brattelius
- Guy Sips
- Hilde Van Boxstael
- Kristof Samoy
- Thomas Couvreur
- Wim Lewi
- Kristof Samoy
CMB.Tech Intelligent asset disposal showcasing skill to time the cycle
CMBT struck the iron while it was hot and in line with its fleet rejuvenation strategy has been offloading 6 older VLCCs and two Capesizes. We estimate the aggregate disposal value at $500m. We expect the block sale to have occurred at firm prices absent discount -perhaps even exceeding our and Clarksons fair market values- considering the booming VLCC rates witnessed in 4Q25. Market rates in this segment were well above $100.000/day at numerous times past months. Half of the capital gain of $26...
CMB.TECH FLEET UPDATE
CMB.TECH FLEET UPDATE Antwerp, Jan. 07, 2026 (GLOBE NEWSWIRE) -- CMB.TECH NV (“CMBT”, “CMB.TECH” or “the Company”) (NYSE: CMBT, Euronext Brussels: CMBT and Euronext Oslo Børs: CMBTO) has sold eight vessels, generating a capital gain of approximately 269.2 million USD in total. EuronavCMB.TECH has sold six VLCCs: Daishan (2007, 306,005 dwt), Hirado (2011, 302,550 dwt), Hojo (2013, 302,965 dwt), Dia (2015, 299,999 dwt), Antigone (2015, 299,421 dwt), and Aegean (2016, 299,999 dwt). The sale will generate a capital gain of approximately 261.1 million USD in Q1 2026, based on the net sale...
Coloplast annoncerer ændringer i ledelsesteamet
Coloplast annoncerer ændringer i ledelsesteamet Coloplast offentliggør i dag ændringer til ledelsesteamet (ELT). Ændringerne omhandler Coloplasts urologiforretning og virksomhedens globale funktion for People & Culture. Leder af People & Culture, Dorthe Rønnau, har besluttet at forlade Coloplast for at starte et nyt kapitel i sin karriere. Dorthe Rønnau har haft forskellige roller på tværs af Coloplast-koncernen i næsten tre årtier. ”Coloplast har haft stor glæde af Dorthes værdier, integritet og stærke lederevner i hendes roller i Global Operations, Atos og People & Culture, og den øvers...
Coloplast announces changes to Executive Leadership Team
Coloplast announces changes to Executive Leadership Team Today, Coloplast is announcing changes to the company’s Executive Leadership Team (ELT). The changes relate to the company’s Interventional Urology business as well as the global People & Culture function. Executive Vice President of People & Culture, Dorthe Rønnau, has decided to leave Coloplast to pursue the next chapter in her career. She has spent close to three decades in different roles across the Coloplast Group. “Dorthe’s values, integrity and strong leadership skills have benefitted the company across her roles in Global Op...
- Guy Sips
- Kristof Samoy
- Kristof Samoy
CMB.Tech Investment in Chinese ammonia supply
CMB.TECH is investing in the Chinese ammonia supply chain and signed an off-take agreement for green ammonia produced by CEEC in the Jilin Province and will own a minority share in privately owned Andefu, one of China's largest ammonia supply chain companies. While CMB.TECH did not disclose any financials on the deal we estimate linked financials are relatively small. CMB.TECH has a sensible but disciplined investment approach towards decarbonisation. Through the offtake agreement and terminal o...
CMB.TECH INVESTS IN CHINESE AMMONIA SUPPLY
CMB.TECH INVESTS IN CHINESE AMMONIA SUPPLY Antwerp, Dec. 16, 2025 (GLOBE NEWSWIRE) -- CMB.TECH NV (NYSE: CMBT, Euronext Brussels: CMBT and Euronext Oslo Børs: CMBTO) (“CMBT”, “CMB.TECH” or “the Company”) is pleased to announce the company is investing in the Chinese ammonia supply chain. CMB.TECH has signed an off-take agreement for green ammonia produced by CEEC Hydrogen Energy (“CEEC”) in Jilin Province and will own a minority share in privately owned Jiangsu Andefu Energy Technology Co., Ltd. (“Andefu”) one of China's largest ammonia supply chain companies. Green ammonia produced...
Coloplast A/S - Beslutninger på den ordinære Generalforsamling 2025
Coloplast A/S - Beslutninger på den ordinære Generalforsamling 2025 I dag, den 4. december 2025, afholdt Coloplast A/S sin ordinære generalforsamling, hvor følgende beslutninger blev vedtaget: Årsrapporten for regnskabsåret 2024/25 blev godkendt.Forslag om udbetaling af udbytte for året på 18,00 kr. pr. aktie à nominelt 1 kr. blev godkendt. I tillæg til de 5,00 kr. pr. aktie à nominelt 1 kr., der blev udbetalt i forbindelse med Coloplast A/S’ halvårsresultat, bliver det samlede udbytte for regnskabsåret 2024/25 således 23,00 kr. pr. aktie à nominelt 1 kr.Vederlagsrapporten for regnskabsåre...
Coloplast A/S - Decisions at the Annual General Meeting 2025
Coloplast A/S - Decisions at the Annual General Meeting 2025 Today, 4 December 2025, Coloplast A/S held its Annual General Meeting, at which the following resolutions were adopted: The annual report for the financial year 2024/25 was approved.Distribution of year-end dividend of DKK 18.00 per share of nominally DKK 1 was approved. In addition to the interim dividend of DKK 5.00 per share of nominally DKK 1 paid out in connection with Coloplast A/S’ half- year result, this brings the total dividend paid for the financial year 2024/25 to DKK 23.00 per share of nominally DKK 1.The remuneratio...
- ING Helpdesk
Benelux Morning Notes
Adecco: Introduces the agility advantage to grow, adapt and lead in the intelligent era. Belgian telcos: DAZN announces immediatele end for Belgian football broadcasting. CMB.TECH: Good 3Q thanks to its tankers. D'Ieteren: CFO buys more shares, State Farm seeks 6% California Auto Rate cut. Staffing: Belgium October Temp volume stable at -3.4% YoY despite tougher comps.
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