reports
- ING Helpdesk
Benelux Morning Notes
Ageas: Reinsurance partnership with TRIGLAV, taking QS on Italian motor direct insurance Belgian Telecoms: Digi introduces a new mobile subscription at €3. Kinepolis: Box office in US/Canada up 76% YoY while France visitors were down 25%. NN Group & ASR: Dutch coalition collapse not affecting Dutch Pension Reform. SBM Offshore: Farewell Aseng after 13.5 years of service. Events Calendar
PROX PROXIMUS SA DE DROIT PUBLIC
SBMO SBM OFFSHORE NV
AGS AGEAS SA/NV
PHIA KONINKLIJKE PHILIPS N.V.
WKL WOLTERS KLUWER NV
ASM ASM INTERNATIONAL N.V.
ASRNL ASR NEDERLAND NV
LIGHT SIGNIFY NV
MELE MELEXIS NV
KIN KINEPOLIS GROUP NV
NN NN GROUP N.V.
ASML ASML HOLDING NV
TKWY JUST EAT TAKEAWAY.COM N.V.
OBEL ORANGE BELGIUM SA
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
TOM2 TOMTOM NV
PRX PROSUS N.V. CLASS N
DSC1 DUTCH STAR C SHAR
BAR BARCO NV
FAST FASTNED
- Marc Hesselink
- CFA
- Thymen Rundberg
Benelux Tech update/Our favourites: ASM, Barco, BESI, RELX
We refresh our Benelux Tech coverage following the 1Q25 reporting season. In this note we downgrade Just Eat Takeaway from Buy to HOLD as we believe the takeover offer is fair. Most companies reported largely in line results and, across the board we make relatively modest changes to our estimates. Our highest conviction longs in the Benelux Tech universe are ASM International, Barco, BE Semiconductor Industries and RELX. Our biggest increase in target price is for Prosus which saw strong perfor...
PHIA KONINKLIJKE PHILIPS N.V.
WKL WOLTERS KLUWER NV
ASM ASM INTERNATIONAL N.V.
LIGHT SIGNIFY NV
MELE MELEXIS NV
ASML ASML HOLDING NV
TKWY JUST EAT TAKEAWAY.COM N.V.
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
TOM2 TOMTOM NV
PRX PROSUS N.V. CLASS N
DSC1 DUTCH STAR C SHAR
BAR BARCO NV
FAST FASTNED
ASM share buyback update May 26 – 30, 2025
ASM share buyback update May 26 – 30, 2025 Almere, The NetherlandsJune 2, 2025, 5:45 p.m. CET ASM International N.V. (Euronext Amsterdam: ASM) reports the following transactions, conducted under ASM's current share buyback program. Date Repurchased shares Average price Repurchased value May 26, 2025 3,733 € 479.40 € 1,789,611 May 27, 2025 307 € 484.96 € 148,884 May 28, 2025 530 € 484.85 € 256,969 May 29, 2025 1,709 € 500.26 € 854,950 May 30, 2025 2,300 € 484.55 € 1,114,464 ...
- Cedric Rossi
- Clement Genelot
- Loic Morvan
Suspension of Coverage
From 2nd of June we are suspending coverage of companies below due to a reallocation of resources. Our prior estimates should no longer be used as an indicator for the company moving forward.ADIDASBEIERSDORFCARREFOURDELIVERY HEROESSILORLUXOTTICAHELLOFRESHHermès InternationalHUGO BOSSINTERPARFUMSJUS
ADS ADIDAS AG
RMS HERMES INTERNATIONAL SCA
ITP INTERPARFUMS
OR L'OREAL SA
KER KERING SA
ZAL ZALANDO SE
SFL SAFILO GROUP S.P.A.
MONC MONCLER SPA
SFER SALVATORE FERRAGAMO S.P.A.
TKWY JUST EAT TAKEAWAY.COM N.V.
CFR RICHEMONT
BEI BEIERSDORF
BOSS HUGO BOSS
DHER DELIVERY HERO
HFG HELLOFRESH SE
RBO ROCHE BOBOIS INTERNATIONAL SAS
EF ESSILORLUXOTTICA
UHR THE SWATCH GROUP
MC LVMH
ASM share buyback update May 19 – 23, 2025
ASM share buyback update May 19 – 23, 2025 Almere, The NetherlandsMay 26, 2025, 5:45 p.m. CET ASM International N.V. (Euronext Amsterdam: ASM) reports the following transactions, conducted under ASM's current share buyback program. Date Repurchased shares Average price Repurchased value May 19, 2025 6,036 € 475.75 € 2,871,620 May 20, 2025 6,197 € 476.27 € 2,951,441 May 21, 2025 2,690 € 480.57 € 1,292,736 May 22, 2025 2,689 € 479.98 € 1,290,660 May 23, 2025 6,142 € 470.38 € 2,889,089 Total 23,754 € 475.52 € 11,295,546 These repurchases were made as part of the €...
GTT : Notice regarding availability of explanatory documentation relat...
GTT : Notice regarding availability of explanatory documentation related to the combined shareholders' meeting to be held on June 11, 2025 Terms of availability of preparatory documents for the combined general meeting of shareholders on June 11, 2025 Saint-Rémy-lès-Chevreuse – May 20, 2025. GTT (Gaztransport et Technigaz) informs its shareholders that the combined (ordinary and extraordinary) general meeting of shareholders will be held on Wednesday June 11, 2025 at 3:00 pm. The notice of meeting, including the agenda and the draft resolutions as well as the conditions and modalities of ...
GTT : Modalités de mise à disposition des documents préparatoires à l'...
GTT : Modalités de mise à disposition des documents préparatoires à l'assemblée générale mixte des actionnaires du 11 juin 2025 Modalités de mise à disposition des documents préparatoires à l’assemblée générale mixte des actionnaires du 11 juin 2025 Saint-Rémy-lès-Chevreuse – Le 20 mai 2025. GTT (Gaztransport et Technigaz) informe ses actionnaires que l’assemblée générale mixte (ordinaire et extraordinaire) des actionnaires se tiendra le mercredi 11 juin 2025 à 15 heures. L’avis de réunion, comportant l’ordre du jour et les projets de résolutions ainsi que les conditions et modalités de p...
- Olfa Taamallah
- Yan Derocles
- Roy Külter
- Steven Boumans
- Roy Külter
- Steven Boumans
- Olfa Taamallah
- Yan Derocles
ASM share buyback update May 12 – 16, 2025
ASM share buyback update May 12 – 16, 2025 Almere, The NetherlandsMay 19, 2025, 5:45 p.m. CET ASM International N.V. (Euronext Amsterdam: ASM) reports the following transactions, conducted under ASM's current share buyback program. Date Repurchased shares Average price Repurchased value May 12, 2025 2,126 € 481.32 € 1,023,285 May 14, 2025 816 € 492.00 € 401,473 May 15, 2025 3,777 € 489.70 € 1,849,592 May 16, 2025 3,246 € 491.05 € 1,593,937 Total ...
- Adrian Pehl
GBF BILFINGER SE
GYC GRAND CITY PROPERTIES SA
BEN BENETEAU SA
TPE PVA TEPLA AG
TRI TRIGANO SA
MBB MBB INDUSTRIES SE
MTELEKOM MAGYAR TELEKOM TELECOMMUNICATIONS
ROS ROSENBAUER INTERNATIONAL AG
INH INDUS HOLDING AG
SIX2 SIXT SE
CWC CEWE STIFTUNG & CO KGAA
SEM SEMPERIT HOLDING AG
DLG DE'LONGHI S.P.A.
PAT PATRIZIA AG
JEN JENOPTIK AG
CLA CLARANOVA SE
KTA KNAUS TABBERT
DEME DEME GROUP NV
TUI TUI AG
SHUR SHURGARD SELF STORAGE LIMITED
R3NK RENK GROUP AG
HBX HBX GROUP INTERNATIONAL PLC
- Adrian Pehl
GBF BILFINGER SE
GYC GRAND CITY PROPERTIES SA
BEN BENETEAU SA
TPE PVA TEPLA AG
TRI TRIGANO SA
MBB MBB INDUSTRIES SE
MTELEKOM MAGYAR TELEKOM TELECOMMUNICATIONS
ROS ROSENBAUER INTERNATIONAL AG
INH INDUS HOLDING AG
SIX2 SIXT SE
CWC CEWE STIFTUNG & CO KGAA
SEM SEMPERIT HOLDING AG
DLG DE'LONGHI S.P.A.
PAT PATRIZIA AG
JEN JENOPTIK AG
CLA CLARANOVA SE
KTA KNAUS TABBERT
DEME DEME GROUP NV
TUI TUI AG
SHUR SHURGARD SELF STORAGE LIMITED
R3NK RENK GROUP AG
HBX HBX GROUP INTERNATIONAL PLC
- Christophe Chaput
- Christophe Chaput
ASM share buyback update May 5 – 9, 2025
ASM share buyback update May 5 – 9, 2025 Almere, The NetherlandsMay 12, 2025, 5:45 p.m. CET ASM International N.V. (Euronext Amsterdam: ASM) reports the following transactions, conducted under ASM's current share buyback program. Date Repurchased shares Average price Repurchased value May 5, 2025 3,824 € 440.73 € 1,685,336 May 6, 2025 4,694 € 431.58 € 2,025,845 May 7, 2025 4,502 € 435.59 € 1,961,005 May 8, 2025 1,758 € 453.75 € 797,695 May 9, 2025 2,802 € 452.48 € 1,267,854 Total 17,580 € 440.14 € 7,737,735 These repurchases were made as part of the €150 millio...
- Bruno Cavalier
- Oliver Metzger
- Wim Gille
PUM PUMA SE
CBK COMMERZBANK AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
PHIA KONINKLIJKE PHILIPS N.V.
BRBY BURBERRY GROUP PLC
KER KERING SA
NXT NEXT PLC
01913 PRADA S.P.A.
ASM ASM INTERNATIONAL N.V.
EVK EVONIK INDUSTRIES AG
MONC MONCLER SPA
POST OSTERREICHISCHE POST AG
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
ABI ANHEUSER-BUSCH INBEV SA/NV
- Bruno Cavalier
- Oliver Metzger
- Wim Gille
PUM PUMA SE
CBK COMMERZBANK AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
PHIA KONINKLIJKE PHILIPS N.V.
BRBY BURBERRY GROUP PLC
KER KERING SA
NXT NEXT PLC
01913 PRADA S.P.A.
ASM ASM INTERNATIONAL N.V.
EVK EVONIK INDUSTRIES AG
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
ABI ANHEUSER-BUSCH INBEV SA/NV
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.