reports
- ING Helpdesk
- ING Helpdesk
- Guy Sips
- Jacob Mekhael
- Kristof Samoy
- Livio Luyten
- Lynn Hautekeete
- Mathijs Geerts Danau
- Michiel Declercq
- Thibault Leneeuw
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
Dynamic Top Pick List How to start 2026?
How to start 2026? We have selected for the KBC Securities Dynamic Top Pick List 12 large-cap companies — AB InBev, Aedifica, Argenx, ASMi, Azelis, DEME, D'Ieteren, Shurgard, Sofina, Vopak, WDP, and Wolters Kluwer — along with 3 small and mid-cap names (under €1.5bn in market capitalization): Corbion, EVS, and IBA. So, going into 2026, we maintain a balanced approach in our Dynamic Top Pick List, featuring 8 cyclical and 6 defensive stocks, with a particular emphasis on value stocks that have b...
EVS EVS BROADCAST EQUIPMENT SA
DIE D'IETEREN SA
SOF SOFINA SA
ASM ASM INTERNATIONAL N.V.
IBAB ION BEAM APPLICATIONS SA
ROYAL VOPAK NV
AED AEDIFICA SA
CSM CORBION NV
ABI ANHEUSER-BUSCH INBEV SA/NV
ARGX ARGEN-X SE
WDP WAREHOUSES DE PAUW SCA
AZE AZELIS GROUP NV
DEME DEME GROUP NV
SHUR SHURGARD SELF STORAGE LIMITED
- Guy Sips
- Michiel Declercq
- Wim Hoste
Local Champions Mid Cap Conference Book 11.12.2025
This conference book is your guide to our annual Local Champions Mid Cap Conference set to take place on Thursday, 11 December 2025 at our historic building at Grand Place in Brussels. This event offers the possibility to have one-on-one meetings and/or attend small group sessions with the top management and/or IR of the following companies: BARCO | BEKAERT | DECEUNINCK | DEME | EVS | IBA | JENSEN GROUP | MATERIALISE | ONTEX | PROXIMUS | RECTICEL | XFAB
- ING Helpdesk
Benelux Morning Notes
Colruyt: Only 5 stores left to divest in France. EVS: Lower end of the range becomes the base case, on longer lead times. Fagron: Two EMEA acquisitions and California license for FSS. Kinepolis: “Wicked” achieves solid box office. OCI: Divesting Rotterdam ammonia terminal for €290m. Prosus: 1HFY26 results – on track
- ING Helpdesk
Benelux Morning Notes
Arcadis: US peer Aecom sets a new standard for EBITDA margin potential. Belgian telecoms: Orange Belgium price increases from January. CFE: Keeps outlook, materially lower QoQ net debt. Flow Traders: Market volumes improve in October. IMCD: Awaiting a recovery. Kinepolis: Launches retail bond issuance for €100-150m. NEPI Rockcastle: Sound operational performance continues. Universal Music Group: EU to warn on Downtown deal
- Guy Sips
- Jacob Mekhael
- Kristof Samoy
- Wim Hoste
- Guy Sips
- Hilde Van Boxstael
- Thibault Leneeuw
- Thomas Couvreur
- Wim Lewi
- ING Helpdesk
Benelux Morning Notes
Adyen: Preview Investor Day Aperam: In line 3Q25 EBITDA, soft 4Q25 guidance balanced by optimism on EU trade action and FCF beat Brunel: 3Q25 beats; outlook FY25 in line but trend NL and cash position weaker CM.com: Rejects Bird's offer Euronext: Records, beats, buybacks and upgrades GBL: 3Q25 a bit light Kinepolis: Canadian peer Cineplex 3Q25 Results and October 2025 Box office revenue NEPI Rockcastle: COO appointed as new CEO Proximus: Major cut to Global 2026 EBITDA, in line 3Q, 2025 FCF guid...
- ING Helpdesk
Benelux Morning Notes
Adecco: 3Q25 strong beat; outlook 4Q25 seems in line. Air France-KLM: Bit light but outlook unchanged. ArcelorMittal: In line 3Q25, supportive medium-term outlook. AMG: 3Q25 EBITDA beats by 5%, ‘only' modest FY guidance increase might disappoint. BAM Group: Maintains outlook as expected. CTP: Guidance at the lower end due to a missed deal in Romania. Strong operational trends continued. IMCD: 3Q showed pressure on gross margin. Kinepolis: US peer AMC; better revenues and EBITDA in ...
MT ARCELORMITTAL SA
RAND RANDSTAD NV
BAMNB KONINKLIJKE BAM GROEP NV
SOLB SOLVAY SA
AF AIR FRANCE-KLM SA
SOF SOFINA SA
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
MELE MELEXIS NV
VGP VGP NV
KIN KINEPOLIS GROUP NV
INX IMCD N.V.
CTPNV CTP NV
SYENS SYENSQO
TALABAT TALABAT HOLDING PLC
- Guy Sips
- Kristof Samoy
- Livio Luyten
- Michiel Declercq
- Thibault Leneeuw
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
Dynamic Top Pick List Update November: Removing Xior; Adding Aedifica
The tariff war has eased, but with Trump, uncertainty has become a guarantee. While the macro-economic impact has been limited so far, the prolonged situation could still result in significant and long-lasting economic damage. We are maintaining a defensive stance in our Benelux Dynamic Top Pick List. The Federal Reserve (FED) has started its easing cycle, but the final amount of interest rate cuts is uncertain. The European Central Bank (ECB) has now largely completed its interest rate cutting ...
- Guy Sips
Kinepolis Group Acquiring the operations of US movie theatre chain Ema...
Kinepolis will acquire the operations of the US movie theatre chain Emagine Entertainment. Kinepolis will add 14 cinemas to its portfolio, representing 177 screens and 18,000 seats, located in Michigan, Illinois, Indiana, and Wisconsin. Kinepolis expects to complete the acquisition by the end of the year. The agreement represents a transaction value of $105m (€ 91m) for 100% of Emagine's business. An additional earn-out amount of up to $15m (€ 13m) is linked to the growth of the US Box Office du...
- Guy Sips
- Jacob Mekhael
- Wim Hoste
- ING Helpdesk
Benelux Morning Notes
Azelis: Appointment of Boris Cambon-Lalanne as group CFO. Belgian Telecoms: Price increase on most of the non-commercialised products and Scarlet trio. D'Ieteren: Belgian October car registrations down 7%, VW down 20%. Kendrion: Results preview; launching share buyback programme. Kinepolis: Acquires US movie theatre chain Emagine Entertainment for US$105m. Kinepolis: October box office in US/Canada and France attendance drop again. Ontex: Branded activity now fully divested. Philip...
Kinepolis signs agreement to acquire the operations of US movie theatr...
Kinepolis signs agreement to acquire the operations of US movie theatre chain Emagine Entertainment Kinepolis signs agreement to acquire the operations of US movie theatre chain Emagine Entertainment Regulatory release - Inside information 4 November 2025, 7:00 AM CET Kinepolis (Euronext: KIN) has reached an agreement to acquire the operations of the US movie theatre chain Emagine Entertainment. Kinepolis expects to complete the acquisition by the end of the year. As a result of this agreement, Kinepolis will add 14 cinemas to its portfolio, representing 177 screens and 18,000 seats, ...
Kinepolis signe un accord pour l'acquisition des activités de la chaîn...
Kinepolis signe un accord pour l'acquisition des activités de la chaîne de cinémas américaine Emagine Entertainment Kinepolis signe un accord pour l'acquisition des activités de la chaîne de cinémas américaine Emagine Entertainment Information réglementée et privilégiée 4 novembre 2025, 7:00 AM CET Kinepolis (Euronext : KIN) a conclu un accord pour l'acquisition des activités de la chaîne de cinémas américaine Emagine Entertainment. Kinepolis prévoit de finaliser l'acquisition d'ici la fin de l'année. Suite à cet accord, Kinepolis ajoutera 14 cinémas à son portefeuille, représentant 1...
Kinepolis sluit overeenkomst tot overname van de activiteiten van de A...
Kinepolis sluit overeenkomst tot overname van de activiteiten van de Amerikaanse bioscoopketen Emagine Entertainment Kinepolis sluit overeenkomst tot overname van de activiteiten van de Amerikaanse bioscoopketen Emagine Entertainment Gereglementeerd bericht - Voorwetenschap 4 november 2025, 7:00 AM CET Kinepolis (Euronext: KIN) heeft een overeenkomst bereikt tot overname van de activiteiten van de Amerikaanse bioscoopketen Emagine Entertainment. Kinepolis verwacht de overname af te ronden tegen het einde van het jaar. Met deze overeenkomst zal Kinepolis 14 bioscopen toevoegen aan haar...
- Hilde Van Boxstael
- Jacob Mekhael
- Livio Luyten
- Michiel Declercq
- Thibault Leneeuw
- Wim Lewi
- Anis Zgaya
- Louis Boujard
- CFA
- Thomas Zlowodzki
TFI TELEVISION FRANCAISE 1 SA
SBS STRATEC SE
LSS LECTRA SA
ERA ERAMET SA
NANO NANOBIOTIX SA
ELIS ELIS SA
HEIJM HEIJMANS N.V. CERT
KOMN
CON KOMAX HOLDING AG
SSO CONZZETA AG
ROVI SCATEC ASA
DIC LABORATORIOS FARMACEUTICOS ROVI S.A.
MEL DIC ASSET AG
IBG MELIA HOTELS INTERNATIONAL S.A.
IDR IBERPAPEL GESTION S.A.
XFAB INDRA SISTEMAS S.A. CLASS A
DUFN X-FAB SILICON FOUNDRIES SE
CASH DUFRY AG
ALD PROSEGUR CASH SA
VOS ALD SA
2CRSI VOSSLOH AG
WAVE 2CRSI SA
GRP WAVESTONE SA
ZEL GREENCOAT RENEWABLES
TCH PHARMA MAR SA
TE TECHNICOLOR SA
ECMPA TECHNIP ENERGIES NV
FUR EUROCOMMERCIAL PROPERTIES NV
FLOW FUGRO NV
IOS FLOW TRADERS LTD
PLX IONOS GROUP SE
CO PLUXEE NV
VIRI CASINO GUICHARD-PERRACHON
VIRIDIEN
- Anis Zgaya
- Louis Boujard
- CFA
- Thomas Zlowodzki
TFI TELEVISION FRANCAISE 1 SA
SBS STRATEC SE
LSS LECTRA SA
ERA ERAMET SA
NANO NANOBIOTIX SA
ELIS ELIS SA
KOMN KOMAX HOLDING AG
CON CONZZETA AG
SSO SCATEC ASA
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
DIC DIC ASSET AG
MEL MELIA HOTELS INTERNATIONAL S.A.
IBG IBERPAPEL GESTION S.A.
IDR INDRA SISTEMAS S.A. CLASS A
XFAB X-FAB SILICON FOUNDRIES SE
DUFN DUFRY AG
CASH PROSEGUR CASH SA
ALD ALD SA
VOS VOSSLOH AG
2CRSI 2CRSI SA
WAVE WAVESTONE SA
GRP GREENCOAT RENEWABLES
ZEL PHARMA MAR SA
TCH TECHNICOLOR SA
TE TECHNIP ENERGIES NV
ECMPA EUROCOMMERCIAL PROPERTIES NV
FUR FUGRO NV
FLOW FLOW TRADERS LTD
IOS IONOS GROUP SE
PLX PLUXEE NV
CO CASINO GUICHARD-PERRACHON
VIRI VIRIDIEN
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