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Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

AEGON: 2H better, small miss on solvency, strong cash position. Azelis: Uneven organic recovery in 4Q24, strong on profitability. BE Semiconductor Industries: 4Q24 results – 2025 reset. Fagron: Strong organic growth momentum underlined by FY24 results and outlook. Kinepolis: Slight EBITDA, net debt miss 2H24. NN Group: Capital saved by the bell, rest in line. SBM Offshore: Strong outlook. TKH Group: Preview; the elephant in the room. VGP: Strong bottom line performance. Wolters Kluwer: ...

Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
Guy Sips ... (+7)
  • Guy Sips
  • Hilde Van Boxstael
  • Sharad Kumar S.P
  • Thibault Leneeuw
  • Thomas Couvreur
  • Thomas Vranken
  • Wim Lewi

Morning Notes : AGN NA, BESI NA, FAGR BB, GIMB BB, KIN BB, NN NA, VGP ...

: AGN NA, BESI NA, FAGR BB, GIMB BB, KIN BB, NN NA, VGP BB, AZE BB, ZEAL DC

Pierre FerraguÊ
  • Pierre FerraguÊ

Auto cycle & onsemi, Mobileye & Lyft, Semicap weak, and More: Our Week...

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 16 names we followed last week, follow the link below.

Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
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