reports
- Oliver Metzger
- Stephane Houri
MTX MTU AERO ENGINES AG
SBMO SBM OFFSHORE NV
GBF BILFINGER SE
RHM RHEINMETALL AG
EKI EKINOPS SA
G24 SCOUT24 AG
BAMNB KONINKLIJKE BAM GROEP NV
RWE RWE AG
FIE FIELMANN AG
TUB TUBACEX S.A.
SAFE SAFESTORE HOLDINGS PLC
BOSN BOSSARD HOLDING AG
NKT NKT A/S
ALCUR ARCURE SA
FAST FASTNED
DEME DEME GROUP NV
TUI TUI AG
SCHOTT PHARMA AG
- Oliver Metzger
- Stephane Houri
MTX MTU AERO ENGINES AG
SBMO SBM OFFSHORE NV
GBF BILFINGER SE
RHM RHEINMETALL AG
EKI EKINOPS SA
G24 SCOUT24 AG
BAMNB KONINKLIJKE BAM GROEP NV
RWE RWE AG
FIE FIELMANN AG
TUB TUBACEX S.A.
SAFE SAFESTORE HOLDINGS PLC
BOSN BOSSARD HOLDING AG
NKT NKT A/S
ALCUR ARCURE SA
FAST FASTNED
DEME DEME GROUP NV
TUI TUI AG
SCHOTT PHARMA AG
- ING Helpdesk
- Research Team
WOOD Daily: PL Macro; MUR PW; PCO PW; XTB PW; PZU PW; CTPNV NA; WIZZ L...
HEADLINES: • Poland macro: rates unchanged, and some positive news • Murapol: sells 767 and hands over 1,286 units in 4Q25 NEGATIVE • Pepco Group: 1Q26 revenues growth eases to 4% yoy; FY26E guidance maintained NEGATIVE • XTB S.A.: over 250k new clients in 4Q25 in sight NEUTRAL • PZU/Bank Pekao: merger uncertain even by end-4Q27E, according to the Minister of State Assets NEUTRAL • CTP: prices EUR 500m 4Y bond at 3.4%; leases space in Amsterdam to Crisp POSITIVE • Wizz Air: may grow capacity by ...
- Hilde Van Boxstael
- Livio Luyten
- Lynn Hautekeete
- Michiel Declercq
- Wim Lewi
- Lynn Hautekeete
Nextensa Refinancing risks mitigated, cut to hold on SP performance
Nextensa announced the €35.95m disposal of its Gewerbepark Stadlau retail park in Vienna. Since the Bel Tower/Proximus announcement in early 2025, the company has accelerated its disposal program to address upcoming debt maturities (average term 2.6y) and ongoing capex commitments. Refinancing risks now appear largely mitigated. We expect FY25 results to come in ahead of our previous estimates, primarily driven by the strong share price performance of the nowdivested Retail Estates stake. On a r...
- Michiel Declercq
D'Ieteren PHE enters into exclusive negotiations for two acquisitions ...
PHE has entered into exclusive negotiations to acquire a 51% stake in two AD Parts distributors in Spain, Polaris and Regueira. Polaris and Regueira are major players in light vehicle spare parts distribution in Madrid, Galicia, Castile-La Mancha, Castile and León, Cantabria, and Asturias. The two entities generated € 340m in sales in 2025. This compares to PHE's current 12 month trailing revenue of € 2.84bn. Although no financials have been disclosed, the transaction will allow PHE to leverage ...
Keurig Dr Pepper Launches Offer for JDE Peet’s Shares
Keurig Dr Pepper Launches Offer for JDE Peet’s Shares BURLINGTON, Mass., FRISCO, Texas and AMSTERDAM, January 15, 2026 – This is a joint press release by Keurig Dr Pepper Inc., Kodiak BidCo B.V. and JDE Peet’s N.V. pursuant to the provisions of Article 10, paragraph 3 and Article 18, paragraph 3 of the Dutch Decree on public takeover bids (Besluit openbare biedingen Wft) (the “Decree”) in connection with the Offer (as defined below). This announcement does not constitute an offer, or any solicitation of any offer, to buy or subscribe for any securities in JDE Peet’s N.V. Any offer will be mad...
- Francesca Ferragina
- Michiel Vereycken
Real Estate Update/A new normality
European real estate rebounded in 2025, signalling positive momentum after two difficult years. In 2026, we expect investors to adapt to a new, normalised environment with recalibrated profitability that should drive transaction activity. This comes alongside a normalisation of rents (on the back of lower inflation) – a slowdown that will be notable but largely expected. We see a company's ability (and willingness) to pursue EPS-accretive investments and being active in capital recycling opportu...
WHA WERELDHAVE N.V.
VNA VONOVIA SE
XIOR XIOR STUDENT HOUSING N.V.
COFB COFINIMMO SA
RET RETAIL ESTATES NV
VASTB VASTNED RETAIL BELGIUM NV
MONT MONTEA SCA
AED AEDIFICA SA
ASC ASCENCIO SCA
VGP VGP NV
NSI NSI N.V.
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
CTPNV CTP NV
19XX NEPI ROCKCASTLE N.V.
Nextensa sells retail park in Vienna to Union Investment
Nextensa sells retail park in Vienna to Union Investment NON-REGULATED INFORMATIONBrussels, 14 January 2026, 17:55 Nextensa sells retail park in Vienna to Union Investment Nextensa announces the sale of its retail park Gewerbepark Stadlau in Vienna to an open-ended special real estate fund managed by Union Investment. The retail park, located in Donaustadt, Vienna's 22nd district, was originally built in 1996 as a DIY store. In 2016, it underwent extensive restructuring as a retail park and was expanded by around 3,000 m². The asset comprises a lettable area of nearly 11,000 m² and is ...
Nextensa vend centre commercial à Vienne à Union Investment
Nextensa vend centre commercial à Vienne à Union Investment INFORMATION NON-RÉGLEMENTÉEBruxelles, 14 janvier 2026, 17h55 Nextensa vend centre commercial à Vienne à Union Investment Nextensa annonce la vente de son centre commercial Gewerbepark Stadlau à Vienne à un fonds immobilier spécial ouvert géré par Union Investment. Situé dans le 22e arrondissement de Vienne, Donaustadt, ce centre commercial a été construit en 1996 pour accueillir un magasin de bricolage. En 2016, il a fait l'objet d'une restructuration complète pour devenir un parc commercial et a été agrandi d'environ 3 000 m². ...
Nextensa verkoopt retailpark in Wenen aan Union Investment
Nextensa verkoopt retailpark in Wenen aan Union Investment NIET-GEREGLEMENTEERDE INFORMATIEBrussel, 14 januari 2026, 17u55 Nextensa verkoopt retailpark in Wenen aan Union Investment Nextensa kondigt de verkoop aan van zijn retailpark Gewerbepark Stadlau in Wenen aan een open-ended gespecialiseerd vastgoedfonds, beheerd door Union Investment. Het retailpark, gelegen in Donaustadt, het 22e district van Wenen, werd oorspronkelijk in 1996 gebouwd als doe-het-zelfzaak. In 2016 onderging het een ingrijpende omvorming tot retailpark en werd het met ongeveer 3.000 m² uitgebreid. Het pand he...
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Jesse Norcross
- Nadège Tillier
- Timothy Rahill
- ING Helpdesk
Benelux Morning Notes
Basic-Fit: The Gym Group pre-close trading update / Fastned: 4Q25 preview / KPN: Vodafone new unlimited subscriptions with 1Gbps speed / Lotus Bakeries: Peer Lindt & Sprüngli FY25 sales / Ontex: Change in CEO brought forward and launch of a strategic review / Staffing sector: Page Group 4Q25 trading update / Zabka: Another miss on like-for-like growth.
- Jacob Mekhael
- Livio Luyten
- Mathijs Geerts Danau
- Wim Hoste
- Bruno Cavalier
- Stephane Houri
SCHP SECHE ENVIRONNEMENT
ELIOR ELIOR GROUP SA
CLN CLARIANT AG
ADP AEROPORTS DE PARIS SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
STF STEF
INF INFOTEL SA
UNIQA INSURANCE GROUP AG
DEC JCDECAUX SA
ITP INTERPARFUMS
EL ESSILORLUXOTTICA SA
ISS ISS A/S
BLC BASTIDE LE CONFORT MEDICAL SA
TEP TELEPERFORMANCE SE
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
BRBY BURBERRY GROUP PLC
VETO VETOQUINOL SA
MRN MERSEN SA
MTU MANITOU BF SA
LNA LNA SANTE SA
JCQ JACQUET METALS SA
CDA COMPAGNIE DES ALPES SA
MRK MERCK KGAA
KER KERING SA
VNA VONOVIA SE
RAND RANDSTAD NV
EOAN E.ON SE
TRI TRIGANO SA
CICN CICOREL HOLDING S.A.
HEI HEIDELBERGCEMENT AG
ERA ERAMET SA
EZJ EASYJET PLC
ELIS ELIS SA
01913 PRADA S.P.A.
IMPN IMPLENIA AG
SOI SOITEC SA
SUN SULZER AG
ACKB ACKERMANS & VAN HAAREN NV
ELI ELIA GROUP SA/NV
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
AMS AMADEUS IT GROUP SA CLASS A
MONC MONCLER SPA
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
COL INMOBILIARIA COLONIAL SOCIMI SA
CSM CORBION NV
WLN WORLDLINE SA
COPN COSMO PHARMACEUTICALS NV
BIM BIOMERIEUX SA
RBO ROCHE BOBOIS INTERNATIONAL SAS
KBX KNORR-BREMSE AG
FDJ LA FRANCAISE DES JEUX SA
VK VALLOUREC SA
SFQ SAF-HOLLAND SE
BAR BARCO NV
FAST FASTNED
OVH OVH GROUPE
ZGN ERMENEGILDO ZEGNA NV
SHEL SHELL PLC
DEME DEME GROUP NV
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
TUI TUI AG
ORP ORPEA
SUNN SUNRISE
ALHG LOUIS HACHETTE GROUP
LOUP SOCIETE L.D.C.
TKMS TKMS AG & CO. KGAA
- Bruno Cavalier
- Stephane Houri
SCHP SECHE ENVIRONNEMENT
ELIOR ELIOR GROUP SA
CLN CLARIANT AG
ADP AEROPORTS DE PARIS SA
DGE DIAGEO PLC
MC LVMH MOET HENNESSY LOUIS VUITTON SE
LISN CHOCOLADEFABRIKEN LINDT & SPRUENGLI AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
STF STEF
INF INFOTEL SA
UNIQA INSURANCE GROUP AG
DEC JCDECAUX SA
ITP INTERPARFUMS
EL ESSILORLUXOTTICA SA
ISS ISS A/S
BLC BASTIDE LE CONFORT MEDICAL SA
TEP TELEPERFORMANCE SE
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
BRBY BURBERRY GROUP PLC
VETO VETOQUINOL SA
MRN MERSEN SA
MTU MANITOU BF SA
LNA LNA SANTE SA
JCQ JACQUET METALS SA
CDA COMPAGNIE DES ALPES SA
MRK MERCK KGAA
KER KERING SA
VNA VONOVIA SE
RAND RANDSTAD NV
EOAN E.ON SE
TRI TRIGANO SA
CICN CICOREL HOLDING S.A.
HEI HEIDELBERGCEMENT AG
ERA ERAMET SA
EZJ EASYJET PLC
ELIS ELIS SA
01913 PRADA S.P.A.
IMPN IMPLENIA AG
SUN SULZER AG
ACKB ACKERMANS & VAN HAAREN NV
ELI ELIA GROUP SA/NV
AMS AMADEUS IT GROUP SA CLASS A
ASRNL ASR NEDERLAND NV
MONC MONCLER SPA
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
COL INMOBILIARIA COLONIAL SOCIMI SA
CSM CORBION NV
WLN WORLDLINE SA
NN NN GROUP N.V.
BIM BIOMERIEUX SA
ARGX ARGEN-X SE
RBO ROCHE BOBOIS INTERNATIONAL SAS
KBX KNORR-BREMSE AG
FDJ LA FRANCAISE DES JEUX SA
VK VALLOUREC SA
SFQ SAF-HOLLAND SE
BAR BARCO NV
FAST FASTNED
OVH OVH GROUPE
ZGN ERMENEGILDO ZEGNA NV
SHEL SHELL PLC
DEME DEME GROUP NV
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
TUI TUI AG
ORP ORPEA
ALHG LOUIS HACHETTE GROUP
LOUP SOCIETE L.D.C.
TKMS TKMS AG & CO. KGAA
- Bruno Cavalier
- Stephane Houri
SCHP SECHE ENVIRONNEMENT
ELIOR ELIOR GROUP SA
CLN CLARIANT AG
ADP AEROPORTS DE PARIS SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
STF STEF
INF INFOTEL SA
UNIQA INSURANCE GROUP AG
DEC JCDECAUX SA
ITP INTERPARFUMS
EL ESSILORLUXOTTICA SA
ISS ISS A/S
BLC BASTIDE LE CONFORT MEDICAL SA
TEP TELEPERFORMANCE SE
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
BRBY BURBERRY GROUP PLC
VETO VETOQUINOL SA
MRN MERSEN SA
MTU MANITOU BF SA
LNA LNA SANTE SA
JCQ JACQUET METALS SA
CDA COMPAGNIE DES ALPES SA
MRK MERCK KGAA
KER KERING SA
VNA VONOVIA SE
RAND RANDSTAD NV
EOAN E.ON SE
TRI TRIGANO SA
CICN CICOREL HOLDING S.A.
HEI HEIDELBERGCEMENT AG
ERA ERAMET SA
EZJ EASYJET PLC
ELIS ELIS SA
01913 PRADA S.P.A.
IMPN IMPLENIA AG
SOI SOITEC SA
SUN SULZER AG
ACKB ACKERMANS & VAN HAAREN NV
ELI ELIA GROUP SA/NV
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
AMS AMADEUS IT GROUP SA CLASS A
MONC MONCLER SPA
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
COL INMOBILIARIA COLONIAL SOCIMI SA
CSM CORBION NV
WLN WORLDLINE SA
COPN COSMO PHARMACEUTICALS NV
BIM BIOMERIEUX SA
RBO ROCHE BOBOIS INTERNATIONAL SAS
KBX KNORR-BREMSE AG
FDJ LA FRANCAISE DES JEUX SA
VK VALLOUREC SA
SFQ SAF-HOLLAND SE
BAR BARCO NV
FAST FASTNED
OVH OVH GROUPE
ZGN ERMENEGILDO ZEGNA NV
SHEL SHELL PLC
DEME DEME GROUP NV
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
TUI TUI AG
ORP ORPEA
SUNN SUNRISE
ALHG LOUIS HACHETTE GROUP
LOUP SOCIETE L.D.C.
TKMS TKMS AG & CO. KGAA
- Bruno Cavalier
- Stephane Houri
SCHP SECHE ENVIRONNEMENT
ELIOR ELIOR GROUP SA
CLN CLARIANT AG
ADP AEROPORTS DE PARIS SA
DGE DIAGEO PLC
MC LVMH MOET HENNESSY LOUIS VUITTON SE
LISN CHOCOLADEFABRIKEN LINDT & SPRUENGLI AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
STF STEF
INF INFOTEL SA
UNIQA INSURANCE GROUP AG
DEC JCDECAUX SA
ITP INTERPARFUMS
EL ESSILORLUXOTTICA SA
ISS ISS A/S
BLC BASTIDE LE CONFORT MEDICAL SA
TEP TELEPERFORMANCE SE
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
BRBY BURBERRY GROUP PLC
VETO VETOQUINOL SA
MRN MERSEN SA
MTU MANITOU BF SA
LNA LNA SANTE SA
JCQ JACQUET METALS SA
CDA COMPAGNIE DES ALPES SA
MRK MERCK KGAA
KER KERING SA
VNA VONOVIA SE
RAND RANDSTAD NV
EOAN E.ON SE
TRI TRIGANO SA
CICN CICOREL HOLDING S.A.
HEI HEIDELBERGCEMENT AG
ERA ERAMET SA
EZJ EASYJET PLC
ELIS ELIS SA
01913 PRADA S.P.A.
IMPN IMPLENIA AG
SUN SULZER AG
ACKB ACKERMANS & VAN HAAREN NV
ELI ELIA GROUP SA/NV
AMS AMADEUS IT GROUP SA CLASS A
ASRNL ASR NEDERLAND NV
MONC MONCLER SPA
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
COL INMOBILIARIA COLONIAL SOCIMI SA
CSM CORBION NV
WLN WORLDLINE SA
NN NN GROUP N.V.
BIM BIOMERIEUX SA
ARGX ARGEN-X SE
RBO ROCHE BOBOIS INTERNATIONAL SAS
KBX KNORR-BREMSE AG
FDJ LA FRANCAISE DES JEUX SA
VK VALLOUREC SA
SFQ SAF-HOLLAND SE
BAR BARCO NV
FAST FASTNED
OVH OVH GROUPE
ZGN ERMENEGILDO ZEGNA NV
SHEL SHELL PLC
DEME DEME GROUP NV
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
TUI TUI AG
ORP ORPEA
ALHG LOUIS HACHETTE GROUP
LOUP SOCIETE L.D.C.
TKMS TKMS AG & CO. KGAA
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