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ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Aedifica, Cofinimmo: Aedifica CMD feedback bpost: 1Q25 results beat strongly, outlook surprises Brunel: 1Q25 results disappoint on perm, weak revenue Cofinimmo, Aedifica: Negative reaction on Aedifica offer Eurocommercial Properties: Good with no surprise Montea: Good results, guidance reconfirmed Proximus: Small 1Q beat, guidance reiterated, soft commercial performance Sif Group: The jury is still out Talabat: Preview 1Q25 Universal Music Group: Peer Warner Music slowdown in streaming and prof...

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Ahold Delhaize: Strong 1Q25 in the US, additional details on FY25 guidance. Arcadis: Mixed start to FY25, US not to blame. PostNL: Highlights of 1Q25 analyst meeting. Sif Group: Preview - EBITDA capacity of new factory is key. Vonovia: Good results, positive message about valuations, new CEO. Wolters Kluwer: 1Q25 trading update – good start to the year

Thijs Berkelder
  • Thijs Berkelder
Oscar Haffen Lamm
  • Oscar Haffen Lamm

Aelis: Full data analysis of AEF117 shows effects in a subpopulation

Following preliminary results on its phase 2b trial evaluating AEF117 in CUD, which as a reminder failed to show statistically significant effects across the binary endpoints, which measured the absolute reduction in cannabis consumption, Aelis published the final analysis of the data set and provi

Thijs Berkelder
  • Thijs Berkelder
ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Avantium: The final reckoning; Exor: Increasing stake in Philips to 18.7%; IBA: 2H24 preview; Sif Group: Lowers FY25 outlook; UCB: Positive data in TK2d presented at MDA 2025; Vonovia: Positive valuation in 2H24 and good guidance - focus on market dynamics going forwards

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

D'Ieteren: 2H24 beat on Auto, 2025 PBT guidance 2-4% below on fin exp, Auto. Sif Group: All eyes on FY25 EBITDA outlook. Staffing: French staffing - Jan better, Feb outlook indicating further improvement

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