reports
- Felix Fischer
- Filipe Botelho
- Haidje Rustau
- Peter Low
- Si Yong Ng
- Tanvi Arora
- Haidje Rustau
- Jayanth Kandalam
- Peter Low
- Si Yong Ng
- 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
Materialise Nv: 1 director
A director at Materialise Nv sold 590,000 shares at 6.020USD and the significance rating of the trade was 100/100. 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 clearly...
Materialise NV Announces Results of 2025 Extraordinary Shareholders’ M...
Materialise NV Announces Results of 2025 Extraordinary Shareholders’ Meeting Leuven, Belgium, Nov. 14, 2025 (GLOBE NEWSWIRE) -- Materialise NV (NASDAQ: MTLS), a leading provider of additive manufacturing software and of sophisticated 3D printing solutions, today announced the results of the votes cast at its Extraordinary Shareholders’ Meeting, where all the proposed resolutions were approved. For additional information, please visit: About Materialise NV Materialise NV incorporates more than three decades of 3D printing experience into a range of software solutions and 3D printing...
- Jan Frederik Slijkerman
3Q25 results: Telenet, VodafoneZiggo, Virgin Media O2/Better than fear...
VodafoneZiggo, Telenet and Virgin Media O2 presented mixed results over 3Q25. Fortunately, KPIs are improving somewhat. Given the competitive end markets, our conviction to buy or sell the notes of any of the three companies remains low. Leverage remained stable QoQ. Nevertheless, we still see upside to the VMED and ZIGGO notes if either Vodafone or Telefonica were to acquire full ownership of their joint ventures or if the businesses where to IPO.
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Kristof Samoy
- Livio Luyten
- Lynn Hautekeete
- Thomas Couvreur
- Wim Hoste
- Guy Sips
Materialise to Hold Extraordinary Shareholders’ Meeting on November 14...
Materialise to Hold Extraordinary Shareholders’ Meeting on November 14, 2025 LEUVEN, Belgium, Oct. 30, 2025 (GLOBE NEWSWIRE) -- Materialise NV (NASDAQ:MTLS), a leading provider of additive manufacturing software and sophisticated 3D printing solutions, today announced that it will host an Extraordinary Shareholders’ Meeting on Friday, November 14, 2025, at 17:00 CET. The Extraordinary Shareholders’ Meeting will take place on November 14, 2025 at 17:00 CET at the registered office of the Company (Technologielaan 15, 3001 Leuven). The deed will be digitally executed by notary Stijn Raes...
- Guy Sips
Materialise Medical offsetting headwind in Manufacturing segment
In addition to the positive net result and strong cash flow in 3Q25, we were pleased to note that Materialise's Medical Segment achieved a record quarterly revenue, growing over 10% y/y. This performance stands out against a backdrop of ongoing macroeconomic headwinds, which continued to weigh on its overall revenues—particularly within Manufacturing. Materialise highlighted it further implemented targeted cost control measures designed to protect its operational profitability without compromisi...
- Guy Sips
- Lynn Hautekeete
- Thibault Leneeuw
- Thomas Couvreur
- Wim Hoste
- Felix Fischer
- Haidje Rustau
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Jesse Norcross
- Nadège Tillier
- Timothy Rahill
- Jan Frederik Slijkerman
Benelux TMT Credits: How's it going? Where's the value?
These are exciting times in the Benelux TMT markets. In this new Benelux Credit TMT report we discuss the most attractive corporate bonds in the Benelux and wider TMT space and provide insights into the key developments driving the Dutch broadband market. We also discuss recent developments of the names under our coverage: ASML, SES, KPN, Proximus, VodafoneZiggo, Telenet, Wolters Kluwer and RELX. The latter section comes from previously published Flash Notes and have been updated where needed.
- Jan Frederik Slijkerman
2Q25 Results: Telenet, VodafoneZiggo, Virgin Media O2/A strategic pivo...
The 2Q25 earnings of VodafoneZiggo, Telenet and Virgin Media O2[de] continue to look soft. Interestingly, a network carve-out in the UK now seems off the table, while Liberty Global is working to unlock the intrinsic value of its separate businesses through divestitures, as they have done with Sunrise. Nevertheless, 2Q25 performance was underwhelming and our conviction to buy or sell the notes is low. Despite stable QoQ leverage, we see limited value in current spreads. Nevertheless, there is st...
- ING Helpdesk
Benelux Morning Notes
Belgian telcos: Telenet small positive net adds, good financials, guidance up. Kinepolis: US Cinemark strong, 5% growth in US tickets, consumption per visitor. KPN: VodafoneZiggo 2Q25 very weak, guidance maintained. PostNL: 2Q25 beats underlying slightly; FY25 guidance reiterated, EU court appeal
- Guy Sips
Materialise Macro-economic uncertainty impacting business climate for ...
Although its Medical segment was demonstrating its resilience (nearly +17% y/y in 2Q25), Materialise's overall 2Q25 revenue decreased -5.8% y/y to € 64.8m impacted by increasing geo-political uncertainty and sustained macro-economic headwinds negatively impacted revenues in its Manufacturing and Software segments. Despite revenue pressure, Materialise was able to materially improve its operational profitability in 2Q25 q/q/ through structural and targeted cost control. Unfavourable FX-effects ...
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Lynn Hautekeete
- Michiel Declercq
- Thomas Couvreur
- Wim Lewi
- Felix Fischer
Europe HY Trade Book - May 2025 - Lucror Analytics
The Europe HY Trade Book for May 2025 includes current trade recommendations drawn from our European HY coverage universe, along with relative-value scatter plots and tables by industry. We also discuss the US tariff situation and key related impacts.
SCHP SECHE ENVIRONNEMENT
PFD PREMIER FOODS PLC
AMS AMS AG
CO CASINO GUICHARD-PERRACHON SA
VK VALLOUREC SA
TLW TULLOW OIL PLC
EO FAURECIA SA
105I SAPPI LIMITED
TEVA.N TEVA PHARMACEUTICAL INDUSTRIES LIMITED SPONSORED ADR
LBTYA LIBERTY GLOBAL PLC CLASS A
CSTM CONSTELLIUM SE CLASS A
CCK CROWN HOLDINGS INC.
RXL REXEL SA
DBG DERICHEBOURG SA
725180 STADA ARZNEIMITTEL AG
NOKIA NOKIA OYJ
TNET TELENET GROUP HOLDING NV
TUI1 TUI AG
NEX NEXANS SA
VED VEDANTA RESOURCES PLC
VCP VICTORIA PLC
AF AIR FRANCE-KLM SA
BBD.B BOMBARDIER INC. CLASS B
SYNT SYNTHOMER PLC
INTRUM INTRUM AB
888 888 HOLDINGS PLC
IPF INTERNATIONAL PERSONAL FINANCE PLC
ENQ ENQUEST PLC
EDR EDREAMS ODIGEO SA
TC1 TELE COLUMBUS AG
9984 SOFTBANK GROUP CORP.
103M SASOL LIMITED
TIT TELECOM ITALIA S.P.A.
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
TGS TGS-NOPEC GEOPHYSICAL COMPANY ASA
TALK TALKTALK TELECOM GROUP PLC
TATAMOTORS TATA MOTORS LIMITED
PL8 PLAYTECH PLC
ARW ARROW GLOBAL GROUP PLC
NEMAKA NEMAK S.A.B. DE C.V.
SPIE SPIE SA
CEXA CEMEX SAB DE CV (ADR)
ARD ARDAGH GROUP S.A. CLASS A
PFL PFLEIDERER GROUP SA
DIGI DIGI COMMUNICATIONS NV
CDR CODERE S.A.
GAME GAMENET GROUP SPA
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS PLC
AXA AXACTOR SE
BORR SECURITAS DIRECT AB CL B
BORR DRILLING LTD
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.