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Benelux Morning Notes
Ahold Delhaize: Peer Walmart 4Q25/26 results. Arcadis: Main topics 4Q25/FY25 conference call. ASM: 4Q25 preview, FY26 should be strong. Brunel: 4Q25 result beats and trends stabilise; DACH back to growth in 1Q26; additional cost savings announced and special dividend. Cofinimmo: Beat on bottom line, strong investment outlook for 2026. IMCD: Another step in EMEA. Magnum Ice Cream Company: Peer Danone 4Q25 results. Recticel: Peer Kingspan FY25 results. Software sector: Cheaper code...
ForFarmers 2025 results - Record year: 10.6 million tonnes of feed and...
ForFarmers 2025 results - Record year: 10.6 million tonnes of feed and more than 50% net profit increase Lochem, 19 February 2026 ForFarmers 2025 resultsRecord year: 10.6 million tonnes of feed and more than 50% net profit increase Pieter Wolleswinkel, CEO van ForFarmers: “With an increase in volumes to 10.6 million tonnes and an increase in net profit of 52.5%, 2025 has been a record year for ForFarmers. A result of which I am extremely proud, achieved through the exceptional motivation and commitment of our people. All clusters have done well, driven by a customer-centric approach. We a...
Resultaten ForFarmers over 2025 - Recordjaar: 10,6 miljoen ton voer en...
Resultaten ForFarmers over 2025 - Recordjaar: 10,6 miljoen ton voer en ruim 50% nettowinststijging Lochem, 19 februari 2026 Resultaten ForFarmers over 2025Recordjaar: 10,6 miljoen ton voer en ruim 50% nettowinststijging Pieter Wolleswinkel, CEO van ForFarmers: “Met een stijging van de volumes naar 10,6 miljoen ton en een stijging van de nettowinst van 52,5% is 2025 een recordjaar geweest voor ForFarmers. Een resultaat waar ik ontzettend trots op ben, waarbij het verschil werd gemaakt door de enorme motivatie en inzet van onze mensen. Alle clusters hebben het goed gedaan, gedreven door een...
Participation notifications by The Goldman Sachs Group
Participation notifications by The Goldman Sachs Group Press release Regulated information Brussels, February 17, 2026, 17:45 CET In line with Belgian transparency legislation (Law of May 2, 2007), The Goldman Sachs Group, Inc recently sent to Solvay the following transparency notifications. Here is a summary of the notifications: Date on which the threshold is crossedVoting rights after the transactionEquivalent financial instruments after the transactionTotalFebruary 6, 20260.23%7.59%7.83%February 11, 20260.28%7.34%7.62...
Notifications de participation par The Goldman Sachs Group
Notifications de participation par The Goldman Sachs Group Communiqué de presse Information réglementée Bruxelles, le 17 février 2026 - 17h45 CET Conformément à la législation et réglementation en matière de transparence financière (loi du 2 mai 2007), The Goldman Sachs Group, Inc a envoyé récemment à Solvay les notifications de transparence suivantes. Voici un résumé des notifications: Date de dépassement de seuil Droits de vote Instruments financiers équivalents Total 6 février 2026 ...
Participatiemeldingen van The Goldman Sachs Group
Participatiemeldingen van The Goldman Sachs Group Persbericht Gereglementeerde informatie Brussel, 17 februari 2026 - 17u45 CET In overeenstemming met de Belgische transparantiewetgeving (Wet van 2 mei 2007) heeft The Goldman Sachs Group, Inc onlangs de volgende transparantiekennisgevingen naar Solvay gestuurd. Hier is een samenvatting van de bewegingen: Datum waarop de drempel werd overschreden Stemrechten Aan stemrechten gelijkgestelde financiële instrumenten Totaal 6 februari 2026 ...
- Luis de Toledo Heras
VCT VICAT-CIMENTS VICAT SA
DKSH DKSH HOLDING AG
INEA FONCIERE INEA
NOEJ NORMA GROUP SE
ISP INTESA SANPAOLO S.P.A.
BON BONDUELLE SCA
SOLB SOLVAY SA
HEIJM HEIJMANS N.V. CERT
NDA
UCG AURUBIS AG
CON UNICREDIT S.P.A.
ENG CONZZETA AG
ALSN ENAGAS SA
TLV ALSO HOLDING AG
SANT BANCA TRANSILVANIA S.A.
ALFEN S&T AG
ALFEN NV
- Luis de Toledo Heras
DKSH DKSH HOLDING AG
INEA FONCIERE INEA
NOEJ NORMA GROUP SE
ISP INTESA SANPAOLO S.P.A.
BON BONDUELLE SCA
SOLB SOLVAY SA
HEIJM HEIJMANS N.V. CERT
NDA
UCG AURUBIS AG
CON UNICREDIT S.P.A.
ENG CONZZETA AG
ALSN ENAGAS SA
TLV ALSO HOLDING AG
SANT BANCA TRANSILVANIA S.A.
ALFEN S&T AG
ALFEN NV
- ING Helpdesk
Benelux Morning Notes
Aedifica: Conference call highlights. Basic-Fit: Belgian VAT increase for culture, sports and takeaway meals postponed. BE Semiconductor Industries: 4Q25 Preview, incremental strength. Kendrion: Preview - Clean into 2026. Magnum Ice Cream Company: Acquisition of Kwality Wall's launched. Retail Estates: Re-letting progress highlights portfolio quality. Semi Equipment: AMAT readthrough strength. Universal Music Group: EU Commission approves UMG's Downtown acquisition, requires full Curve Ro...
- Marc Zwartsenburg
- CEFA
ING Benelux Favourites/Weekly performance and valuation update
We update the performance of our ING Benelux Favourites list as well as all valuation and ranking tables for our coverage universe. Performance on the front page is dated from the 28 January 2026, while historical performance is included on the second page. The methodology for our favourites selection is based on a bottom-up approach with a focus on absolute performance with clear near-term triggers. It is a rolling list, ie, stocks can enter/exit whenever we think opportune. The ING Benelux Fav...
Participation notifications by The Goldman Sachs Group
Participation notifications by The Goldman Sachs Group Press release Regulated information Brussels, February 12, 2026, 17:45 CET In line with Belgian transparency legislation (Law of May 2, 2007), The Goldman Sachs Group, Inc recently sent to Solvay the following transparency notifications. The Goldman Sachs Group, Inc was already above the 5% threshold since June 2025, with a total of 5.54%, of which 5.51% equivalent financial instruments. Here is a summary of the notifications: Date on which the threshold is crossed V...
Notifications de participation par The Goldman Sachs Group
Notifications de participation par The Goldman Sachs Group Communiqué de presse Information réglementée Bruxelles, le 12 février 2026 - 17h45 CET Conformément à la législation et réglementation en matière de transparence financière (loi du 2 mai 2007), The Goldman Sachs Group, Inc a envoyé récemment à Solvay les notifications de transparence suivantes. The Goldman Sachs Group, Inc était déjà au-dessus du seuil de 5% depuis juin 2025, avec un total de 5,54%, dont 5,51% en instruments financiers équivalents. Voici...
Participatiemeldingen van The Goldman Sachs Group
Participatiemeldingen van The Goldman Sachs Group Persbericht Gereglementeerde informatie Brussel, 12 februari 2026 - 17u45 CET In overeenstemming met de Belgische transparantiewetgeving (Wet van 2 mei 2007) heeft The Goldman Sachs Group, Inc onlangs de volgende transparantiekennisgevingen naar Solvay gestuurd. The Goldman Sachs Group, Inc had de drempel van 5% al overschreden in juni 2025 met een totaal van 5,54%, waarvan 5,51% aan stemrechten gelijkgestelde financiële instrumenten. Hier is een samenvatting van...
ForFarmers strengthens position in Polish market through value chain i...
ForFarmers strengthens position in Polish market through value chain integration Lochem, 12 February 2026 ForFarmers strengthens position in Polish market through value chain integration ForFarmers strengthens position in the growing poultry market in Poland in a joint venture with KPS Food Group (KPS), a leading, innovative player in poultry production, slaughtering and food processing. Both ForFarmers’ current joint venture in Poland (Tasomix) and the activities of KPS will be merged into a new joint venture ForFarmers Polska.ForFarmers will have a controlling (50.5%) stake and will f...
ForFarmers versterkt positie in Poolse markt door ketenintegratie
ForFarmers versterkt positie in Poolse markt door ketenintegratie Lochem, 12 februari 2026 ForFarmers versterkt positie in Poolse markt door ketenintegratie ForFarmers versterkt positie in groeiende pluimveemarkt in Polen in een joint venture met KPS Food Group (KPS), een toonaangevende, innovatieve speler in de keten van productie, slacht en verwerking van pluimvee.Zowel de huidige joint venture van ForFarmers in Polen (Tasomix) als de activiteiten van KPS worden ondergebracht in een nieuwe joint venture ForFarmers Polska.ForFarmers krijgt een meerderheidsbelang (50,5%) en zal de joint...
- Felix Fischer
- Filipe Botelho
- Haidje Rustau
- Peter Low
- Si Yong Ng
- Tanvi Arora
- Haidje Rustau
- Jayanth Kandalam
- Peter Low
- Si Yong Ng
- Pierre FerraguÊ
Participation notifications by UBS Group AG
Participation notifications by UBS Group AG Press release Regulated information Brussels, January 29, 2026, 17:45 CET In line with Belgian transparency legislation (Law of May 2, 2007), UBS Group AG recently sent to Solvay the following transparency notifications indicating that they crossed the threshold of 3%. Here is a summary of the notifications: Date on which the threshold is crossed Voting rights after the transaction Equivalent financial instruments after the transaction Total 21 January 2026 0.00% 0.00% 0.00% 23 ...
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