View 
FILTERS (0)
* Not connected to ResearchPool

MORE FILTERS

  
reports
ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

CVC Capital Partners: Moment of realisations. Retail Estates: Results in line. SBM Offshore: Main topics of 3Q25 conference call

Hilde Van Boxstael ... (+4)
  • Hilde Van Boxstael
  • Lynn Hautekeete
  • Mathijs Geerts Danau
  • Wim Lewi
Wim Lewi
  • Wim Lewi

Retail Estates 1H25/26 Results, no big acquisition, but managing the b...

RET reported its 1H25/26 results (September end) slightly below our estimates. EPRA EPS amounted to €3.06 vs. our expectation of €3.10. NRI grew 2.95% to €72.7m vs. 74.0m expected. Despite many bankruptcies, occupancy remained relatively stable at 97.4% vs. 97.6% over 1H24/25. Out of 19 outlets in restructuring, RET has relet 2 and is in exclusive talks on 10. The difference with our expectations results largely from lower net investments of €5.1m vs. €40.0m expected. The debt ratio increased 0....

 PRESS RELEASE

Syensqo exercises the first call option to redeem €500 million hybrid ...

Syensqo exercises the first call option to redeem €500 million hybrid Bonds Communiqué de presse Persbericht Regulated Syensqo exercises the first call option to redeem €500 million hybrid Bonds Brussels, November 14, 2025 - 8:30am CET Syensqo SA (the “Issuer”) today announces its decision to exercise its first call option on the €500 million Undated Deeply Subordinated Fixed-to-Reset Rate Perpetual NC5.5 Bonds (ISIN: BE6324000858), following notification to the Agent, the National Bank of Belgium, and the Luxembourg Stock Exchange, where the bonds are listed. This perpetual deepl...

Heineken N.V.: Update to credit analysis

Our credit view of Heineken N.V. reflects its diversified geographical footprint and strong product portfolio, offset by its structurally lower profitability.

 PRESS RELEASE

Syensqo - Acquisition of own shares

Syensqo - Acquisition of own shares Regulated information Acquisition of own shares  Brussels, November 10, 2025 - 17:45 CET In accordance with article 7:215 of the Belgian Code of Companies and Associations, Syensqo SA (“Syensqo” or the “Company”) pursues its Share Buyback Program (or the “Program”) announced on September 30, 2024, covering up to €300 million. The fourth tranche began on July 31, 2025 and will cover a maximum amount of up to €50 million (of the €300 million Program). The Company intends to cancel all shares acquired through this tranche.  In the framework of t...

 PRESS RELEASE

Heineken N.V. reports the progress of transactions under its current s...

Heineken N.V. reports the progress of transactions under its current share buyback programme Heineken N.V. reports the progress of transactions under its current share buyback programme Amsterdam, 10 November 2025 - Heineken N.V. (EURONEXT: HEIA; OTCQX: HEINY) hereby reports transaction details related to the first €750 million tranche of its €1.5 billion share buyback programme as communicated on 12 February 2025. From 3 November 2025 up to and including 7 November 2025 a total of 106,800 shares were repurchased on exchange at an average price of € 68.41. During the same period, 97,519 ...

ING Helpdesk
  • 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 ...

Stefano Toffano
  • Stefano Toffano
Guy Sips ... (+8)
  • Guy Sips
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Lynn Hautekeete
  • Thibault Leneeuw
  • Thomas Couvreur
  • Wim Hoste
  • Wim Lewi

Morning Notes : AED BB, COFB BB, GLPG NA, JEN BB, SOLB BB, VGP BB, SHU...

: AED BB, COFB BB, GLPG NA, JEN BB, SOLB BB, VGP BB, SHUR BB, CTPNV NA, IMCD NA, SYENS BB

Stefano Toffano
  • Stefano Toffano
Wim Hoste
  • Wim Hoste

Syensqo FIRST LOOK: 3Q uEBITDA -10% organically, FY guidance slightly ...

3Q underlying EBITDA declined by 10% organically to € 326m, which was 3% below our forecast but 7% above consensus. Syensqo lowered FY25 underlying EBITDA guidance from c. 1.3bn to c. € 1.25bn, which is slightly higher than the current consensus figure of € 1.22bn albeit below our € 1.31bn forecast. Despite the weak current earnings momentum, we believe that cost efficiency measures and portfolio streamlining should eventually be positive for the investment case. We continue to believe valuation...

 PRESS RELEASE

Syensqo third quarter 2025 results

Syensqo third quarter 2025 results Syensqo third quarter 2025 results Underlying EBITDA of €326 million, resilient margin performance; Strong cash generation with FCF of €250 million in Q3; Agreement to divest Oil & Gas, advancing pure play specialty strategy Brussels, November 6, 2025, 7.00am CET Q3 2025 Highlights Net sales of €1.52 billion impacted by unfavourable year-on-year foreign exchange movements (-5%), lower volumes (-1%); Strong year-on-year growth in Technology Solutions; Gross profit of €484 million decreased by 15% year-on-year, primarily driven by lower volumes and u...

 PRESS RELEASE

IMCD reports EBITA of EUR 394 million in the first nine months of 2025

IMCD reports EBITA of EUR 394 million in the first nine months of 2025 Rotterdam, The Netherlands (6 November 2025) - IMCD N.V. ("IMCD" or "Company"), a global leading partner for the distribution and formulation of speciality chemicals and ingredients, today announces its first nine months 2025 results. HIGHLIGHTS Gross profit up by 2% to EUR 927 million (+5% on a constant currency basis)Operating EBITA down by 2% to EUR 394 million (+1% on a constant currency basis)Free cash flow of EUR 284 million (first nine months 2024: EUR 299 million)Cash earnings per share at EUR 4.16 (first nine ...

 PRESS RELEASE

Heineken N.V. successfully places €1.3 billion of Notes

Heineken N.V. successfully places €1.3 billion of Notes Heineken N.V. successfully places €1.3 billion of Notes Amsterdam, 3 November 2025 - Heineken N.V. (EURONEXT: HEIA; OTCQX: HEINY) announced that it has successfully placed €1.3 billion of Notes across two tranches today. €550 million 5.7-year Notes with a coupon of 2.990%, and€750 million 20-year Notes with a coupon of 4.242%. The Notes will be issued under the Company's Euro Medium Term Note Programme and will be listed on the Luxembourg Stock Exchange. The proceeds from the Notes issuance will be used for gene...

 PRESS RELEASE

Syensqo - Acquisition of own shares

Syensqo - Acquisition of own shares Regulated information Acquisition of own shares  Brussels, November 03, 2025 - 17:45 CET In accordance with article 7:215 of the Belgian Code of Companies and Associations, Syensqo SA (“Syensqo” or the “Company”) pursues its Share Buyback Program (or the “Program”) announced on September 30, 2024, covering up to €300 million. The fourth tranche began on July 31, 2025 and will cover a maximum amount of up to €50 million (of the €300 million Program). The Company intends to cancel all shares acquired through this tranche.  In the framework of th...

 PRESS RELEASE

Heineken N.V. reports the progress of transactions under its current s...

Heineken N.V. reports the progress of transactions under its current share buyback programme Heineken N.V. reports the progress of transactions under its current share buyback programme Amsterdam, 3 November 2025 - Heineken N.V. (EURONEXT: HEIA; OTCQX: HEINY) hereby reports transaction details related to the first €750 million tranche of its €1.5 billion share buyback programme as communicated on 12 February 2025. From 27 October 2025 up to and including 31 October 2025 a total of 127,178 shares were repurchased on exchange at an average price of € 68.17. During the same period, 123,701 ...

Ahmed Ben Salem ... (+4)
  • Ahmed Ben Salem
  • Bruno Cavalier
  • Steven Boumans
  • Thomas Zlowodzki
FP TOTAL SE
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
ALLIX WALLIX GROUP SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
LI KLEPIERRE SA
COV COVIVIO SA
GFC GECINA SA
GTT GAZTRANSPORT & TECHNIGAZ SA
NXI NEXITY SA CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
SCR SCOR SE
EL ESSILORLUXOTTICA SA
INEA FONCIERE INEA
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
BRBY BURBERRY GROUP PLC
KOF KAUFMAN & BROAD SA
KER KERING SA
ALTA ALTAREA SCA
VNA VONOVIA SE
ENI ENI S.P.A.
PNL POSTNL NV
XIOR XIOR STUDENT HOUSING N.V.
ICAD ICADE SA
01913 PRADA S.P.A.
REP REPSOL SA
BYG BIG YELLOW GROUP PLC
COFB COFINIMMO SA
TUB TUBACEX S.A.
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
CFT COMPAGNIE FINANCIERE TRADITION
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
MONC MONCLER SPA
CPINV CARE PROPERTY INVEST SA
GCO GRUPO CATALANA OCCIDENTE S.A.
SAFE SAFESTORE HOLDINGS PLC
ARG ARGAN SA
VGP VGP NV
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
PSG PROSEGUR COMPANIA DE SEGURIDAD SA
UNI UNICAJA BANCO S.A.
BP. BP P.L.C.
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
WDP WAREHOUSES DE PAUW SCA
FPE3 FUCHS PETROLUB SE
ECMPA EUROCOMMERCIAL PROPERTIES NV
FUR FUGRO NV
ALLFG ALLFUNDS (UK) LTD
ZGN ERMENEGILDO ZEGNA NV
CTPNV CTP NV
SHEL SHELL PLC
SHUR SHURGARD SELF STORAGE LIMITED
Loading...
New interest

Save your current filters as a new Interest

Please enter a name for this interest

Email alerts

Would you like to receive real-time email alerts when a new report is published under this interest?

Save This Search

These search results will show up under 'Saved searches' in the left panel

Please enter a name for this saved search

ResearchPool Subscriptions

Get the most out of your insights

Get in touch