reports
- Jeremy Garnier
- Thomas Zlowodzki
EN BOUYGUES SA
FAE FAES FARMA S.A.
SUN SULZER AG
VIS VISCOFAN S.A.
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
ALBFR SIDETRADE SA
OREGE OREGE SA
VOS VOSSLOH AG
NSI NSI N.V.
VK VALLOUREC SA
BAR BARCO NV
ONE ONE UNITED PROPERTIES SA
TEN TENARIS S.A.
HAVAS HAVAS N.V
- Jeremy Garnier
- Thomas Zlowodzki
EN BOUYGUES SA
EKI EKINOPS SA
FAE FAES FARMA S.A.
SUN SULZER AG
VIS VISCOFAN S.A.
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
ALBFR SIDETRADE SA
OREGE OREGE SA
VOS VOSSLOH AG
NSI NSI N.V.
VK VALLOUREC SA
BAR BARCO NV
ONE ONE UNITED PROPERTIES SA
TEN TENARIS S.A.
HAVAS HAVAS N.V
- ING Helpdesk
Benelux Morning Notes
ABN AMRO: Pre-close 3Q: HAL inclusion. Ahold Delhaize: Peer Albertsons 2Q25/26 results. AMG: Lithium supply deal with Beijing Easpring. ASML: 3Q25 results supportive. Barco: 3Q25 trading update inline, surprise buyback. Belgian telcos: Start of the market test for cooperation agreement in Flanders. CM.com: Preview 3Q25 trading update. NSI: Vacancy increase as expected, marginal guidance update. Staffing sector: PageGroup 3Q25 trading update. Zabka: 3Q25 Preview - Like-for-Like(...
- Guy Sips
- Jacob Mekhael
- Mathijs Geerts Danau
- Michiel Declercq
- Thibault Leneeuw
- Wim Hoste
- Guy Sips
Barco Strong Entertainment offsets weaker Healthcare and Enterprise in...
3Q saw again mixed dynamics with a strong Entertainment driven by global cinema replacement momentum. Healthcare benefited from Diagnostic Imaging in EMEA, while Surgical & Modality declined due to last year's bulk order comparison. Enterprise orders were affected by slower US infrastructure investment in Control Rooms and cautious Meeting Experience sell-out. Barco reiterated its outlook for FY25 topline and EBITDA margin growth. A new €30m SBB is announced. Hold and € 14 TP reiterated.
- ING Helpdesk
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
- Kristof Samoy
- Wim Hoste
- Hilde Van Boxstael
- Livio Luyten
- Mathijs Geerts Danau
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
- Livio Luyten
Hal Trust Top tier investment firm with a fading appeal
HAL Trust, a prestige investment firm, has delivered over 100x returns to shareholders since 1977 with a small, talented team. Its portfolio stands out with maritime assets like Boskalis (33% of NAV), Vopak (14.3%), SBM Offshore (5%), and well-known names like Coolblue and Siltronic. Despite this, HAL's share price is down 20% from its peak in 2016 and the stock is trading at a 24% discount to book value. Apart from sluggish portfolio performance, we see four reasons for fading investor interes...
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Kristof Samoy
- Michiel Declercq
- Thomas Couvreur
- Wim Lewi
- Guy Sips
- Hilde Van Boxstael
- Livio Luyten
- Michiel Declercq
- Wim Hoste
- Wim Lewi
- ING Helpdesk
Benelux Morning Notes
Azelis: Highlights ING Benelux Conference London. Barco: Highlights ING Benelux Conference London. Kinepolis: Highlights ING Benelux Conference London. Melexis: Highlights ING Benelux Conference London. ABN AMRO: Dutch State reducing stake to 20%. ASML: x Mistral, a bet on A.I.. Kinepolis: Cineplex August 2025 box office revenue at 87% of 2019 level, down 27% YoY
Hal Trust: 1 director
A director at Hal Trust maiden bought 350 shares at 139.880EUR and the significance rating of the trade was 70/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearl...
- Andreas Riemann
- Oliver Metzger
CON CONTINENTAL AKTIENGESELLSCHAFT
NDX1 NORDEX SE
FRA FRAPORT AG
TEMN TEMENOS AG
TKA THYSSENKRUPP AG
WCH WACKER CHEMIE AG
G1A GEA GROUP AG
MTX MTU AERO ENGINES AG
GBF BILFINGER SE
STF STEF
LXS LANXESS AG
GXI GERRESHEIMER AG
BLC BASTIDE LE CONFORT MEDICAL SA
VNA VONOVIA SE
EOAN E.ON SE
BOSS HUGO BOSS AG
HEN3 HENKEL AG & CO. KGAA PREF
DEZ DEUTZ AG
INH INDUS HOLDING AG
KRN KRONES AG
WIE WIENERBERGER AG
GREEN GREENYARD NV
KGX KION GROUP AG
TWEKA TKH GROUP N.V. CERT
VLTSA VOLTALIA
HBH HORNBACH HOLDING AG & CO. KGAA
JUN3 JUNGHEINRICH AG PREF
JST JOST WERKE AG
DMP DERMAPHARM HOLDING SE
VOS VOSSLOH AG
JEN JENOPTIK AG
EAT AMREST HOLDINGS SE
KBX KNORR-BREMSE AG
SFQ SAF-HOLLAND SE
STM STABILUS SE
TUI TUI AG
- Andreas Riemann
- Oliver Metzger
CON CONTINENTAL AKTIENGESELLSCHAFT
NDX1 NORDEX SE
FRA FRAPORT AG
TEMN TEMENOS AG
TKA THYSSENKRUPP AG
WCH WACKER CHEMIE AG
G1A GEA GROUP AG
MTX MTU AERO ENGINES AG
GBF BILFINGER SE
STF STEF
LXS LANXESS AG
GXI GERRESHEIMER AG
BLC BASTIDE LE CONFORT MEDICAL SA
VNA VONOVIA SE
EOAN E.ON SE
BOSS HUGO BOSS AG
HEN3 HENKEL AG & CO. KGAA PREF
DEZ DEUTZ AG
INH INDUS HOLDING AG
KRN KRONES AG
WIE WIENERBERGER AG
GREEN GREENYARD NV
KGX KION GROUP AG
TWEKA TKH GROUP N.V. CERT
VLTSA VOLTALIA
HBH HORNBACH HOLDING AG & CO. KGAA
JUN3 JUNGHEINRICH AG PREF
JST JOST WERKE AG
DMP DERMAPHARM HOLDING SE
VOS VOSSLOH AG
JEN JENOPTIK AG
EAT AMREST HOLDINGS SE
KBX KNORR-BREMSE AG
SFQ SAF-HOLLAND SE
STM STABILUS SE
TUI TUI AG
- Hilde Van Boxstael
- Kristof Samoy
- Livio Luyten
- Lynn Hautekeete
- Michiel Declercq
- Robert Jan Vos
- Stephane Beyazian
ETL EUTELSAT COMMUNICATIONS SA
BT.A BT GROUP PLC
SESGL SES SA FDR (CLASS A)
PROX PROXIMUS SA DE DROIT PUBLIC
KPN ROYAL KPN NV
ORA ORANGE SA
TKA TELEKOM AUSTRIA AG
EN BOUYGUES SA
SCMN SWISSCOM AG
UTDI UNITED INTERNET AG
GAMA GAMMA COMMUNICATIONS
HAL HAL TRUST
DTE DEUTSCHE TELEKOM AG
ACKB ACKERMANS & VAN HAAREN NV
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
BC BRUNELLO CUCINELLI S.P.A.
MOB MOBILEZONE HOLDING AG
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
DHER DELIVERY HERO SE
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
SUNN SUNRISE
- Stephane Beyazian
ETL EUTELSAT COMMUNICATIONS SA
BT.A BT GROUP PLC
SESGL SES SA FDR (CLASS A)
PROX PROXIMUS SA DE DROIT PUBLIC
KPN ROYAL KPN NV
ORA ORANGE SA
TKA TELEKOM AUSTRIA AG
EN BOUYGUES SA
SCMN SWISSCOM AG
UTDI UNITED INTERNET AG
GAMA GAMMA COMMUNICATIONS
HAL HAL TRUST
DTE DEUTSCHE TELEKOM AG
ACKB ACKERMANS & VAN HAAREN NV
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
BC BRUNELLO CUCINELLI S.P.A.
MOB MOBILEZONE HOLDING AG
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
DHER DELIVERY HERO SE
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
SUNN SUNRISE
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