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ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Adyen: Preview Investor Day Aperam: In line 3Q25 EBITDA, soft 4Q25 guidance balanced by optimism on EU trade action and FCF beat Brunel: 3Q25 beats; outlook FY25 in line but trend NL and cash position weaker CM.com: Rejects Bird's offer Euronext: Records, beats, buybacks and upgrades GBL: 3Q25 a bit light Kinepolis: Canadian peer Cineplex 3Q25 Results and October 2025 Box office revenue NEPI Rockcastle: COO appointed as new CEO Proximus: Major cut to Global 2026 EBITDA, in line 3Q, 2025 FCF guid...

Hilde Van Boxstael ... (+7)
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Livio Luyten
  • Michiel Declercq
  • Thomas Couvreur
  • Wim Hoste
  • Wim Lewi
 PRESS RELEASE

Information relative au nombre total de droits de vote et d’actions co...

Information relative au nombre total de droits de vote et d’actions composant le capital social au 20 octobre 2025  Article R. 22-10-23 du Code de commerce Place de cotation : Euronext ParisCode ISIN / Mnémo : FR0013233012 / IVASite web :   Date Nombre de titres composant le capital en circulation   Nombre total de droitsde vote bruts(1)   Nombre total de droits de vote nets(2) 20 octobre 2025 145 951 274 158 653 570 158 594 019  (1)   Le nombre de droits de vote bruts (ou droits de vote « théoriques ») sert de base de calcul pour les franchissements de seuil. Conformément...

 PRESS RELEASE

Combined General Meeting of November 27, 2025 - Availability of the pr...

Combined General Meeting of November 27, 2025 - Availability of the preparatory documents Daix (France), New York City (New York, United States), November 6,  2025 – Inventiva (Euronext Paris and Nasdaq : IVA) (“Inventiva” or the “Company”), a clinical-stage biopharmaceutical company focused on the development of oral therapies for the treatment of metabolic dysfunction-associated steatohepatitis (“MASH”), today announced the availability of the preparatory documents for the Combined General Meeting of November 27, 2025. Shareholders are invited to participate in the Combined General Meeti...

 PRESS RELEASE

Assemblée Générale Mixte du 27 novembre 2025 - Modalités de mise à dis...

Assemblée Générale Mixte du 27 novembre 2025 - Modalités de mise à disposition des documents préparatoires Daix (France), New York City (New York, Etats-Unis), le 6 novembre 2025 – Inventiva (Euronext Paris et NASDAQ : IVA) (« Inventiva » ou la « Société »), société biopharmaceutique spécialisée dans le développement de thérapies orales pour le traitement de la stéatohépatite associée à un dysfonctionnement métabolique (« MASH »), annonce aujourd’hui les modalités de mise à disposition des documents préparatoires à l’Assemblée Générale Mixte du 27 novembre 2025. Les actionnaires d'Inventiv...

 PRESS RELEASE

Statement of total voting rights and shares forming the company’s shar...

Statement of total voting rights and shares forming the company’s share capital as October 20, 2025  Article R. 22-10-23 of the French Commercial Code Market : Euronext ParisISIN code / Mnemo : FR0013233012 / IVAWeb site :   Date Number of Shares Outstanding   Total voting rights, gross (1)   Total voting rights, net (2) October 20th, 2025 145 951 274 158 653 570 158 594 019 (1)   The total number of gross (or “theoretical”) voting rights is used as the basis for calculating threshold crossings. In accordance with Article 223-11 of the AMF General Regulations, this number i...

Guy Sips ... (+8)
  • Guy Sips
  • Kristof Samoy
  • Livio Luyten
  • Michiel Declercq
  • Thibault Leneeuw
  • Thomas Couvreur
  • Wim Hoste
  • Wim Lewi

Dynamic Top Pick List Update November: Removing Xior; Adding Aedifica

The tariff war has eased, but with Trump, uncertainty has become a guarantee. While the macro-economic impact has been limited so far, the prolonged situation could still result in significant and long-lasting economic damage. We are maintaining a defensive stance in our Benelux Dynamic Top Pick List. The Federal Reserve (FED) has started its easing cycle, but the final amount of interest rate cuts is uncertain. The European Central Bank (ECB) has now largely completed its interest rate cutting ...

Guy Sips ... (+3)
  • Guy Sips
  • Jacob Mekhael
  • Wim Hoste
Wim Hoste
  • Wim Hoste

Umicore FIRST LOOK: Silicon-anodes JV with HS Hyosung Advance Material...

After more than a decade of R&D efforts on developing silicon carbon composite anode materials for EV batteries, Umicore now believes its technology is ready for industrialization & commercialization and has announced its intention to create a JV with HS Hyosung Advanced Materials. Umicore will retain a minority stake in the JV, which will allow the group to limit expenditure for the roll-out of its anode technology. This approach is very much in sync with the approach taken for the cathode acti...

 PRESS RELEASE

DEME, Aspiravi and Qair realign ownership in ScotWind project

DEME, Aspiravi and Qair realign ownership in ScotWind project DEME announced today that an ownership realignment has taken place among the shareholders in the ScotWind project. As a result, DEME Concessions and Aspiravi International have become joint owners of the Bowdun Offshore Wind Farm. This strategic realignment is designed to streamline operations and leverage the strengths of the partners in their respective areas of expertise. Attachment

 PRESS RELEASE

DEME, Aspiravi en Qair herschikken aandelen in ScotWind-project

DEME, Aspiravi en Qair herschikken aandelen in ScotWind-project DEME maakt vandaag bekend dat er een herschikking van aandelen heeft plaatsgevonden onder de aandeelhouders van het ScotWind-project. Als gevolg hiervan zijn DEME Concessions en Aspiravi International gezamenlijk eigenaars geworden van Bowdun Offshore Wind Farm. Deze strategische herpositionering is bedoeld om de activiteiten te stroomlijnen en optimaal gebruik te maken van de sterktes van de partners binnen hun expertisedomeinen. Bijlage

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

GBL: €1.7bn of GBL Capital assets sold at 9% discount; PostNL: 3Q25 results miss due to more negative mix Parcels; FY25 outlook reiterated but challenging; UCB: Bimzelx's prescription data confusion

Hilde Van Boxstael ... (+6)
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Livio Luyten
  • Michiel Declercq
  • Thibault Leneeuw
  • Wim Lewi
 PRESS RELEASE

Next generation breaks ground for DEME’s new headquarters

Next generation breaks ground for DEME’s new headquarters In a symbolic moment marking the start of construction of DEME’s new headquarters in Beveren-Kruibeke-Zwijndrecht, the groundbreaking ceremony was enthusiastically carried out by children of its employees. Representing the next generation and the future of the company, the youngsters launched the next phase in the transformation of the DEME campus into a modern, sustainable and inspiring workplace. Attachments

 PRESS RELEASE

Volgende generatie steekt eerste spade in de grond voor nieuw hoofdkan...

Volgende generatie steekt eerste spade in de grond voor nieuw hoofdkantoor van DEME In Beveren-Kruibeke-Zwijndrecht is de bouw van het nieuwe hoofdkantoor van DEME van start gegaan. De eerste spadesteek gebeurde door kinderen van medewerkers, een symbolisch moment dat de volgende generatie en de toekomst van het bedrijf in de kijker zet. Daarmee begint een nieuwe fase in de transformatie van de DEME-campus tot een moderne, duurzame en inspirerende werkplek. Bijlages

Inventiva: 1 director

A director at Inventiva bought 24,700 shares at 3.295EUR and the significance rating of the trade was 58/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly show...

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Alfen: Preview - kitchen sinking again? CM.com: New CFO appointed. Cofinimmo: Good results a touch better than forecasts, guidance reconfirmed, DEME Group: Wins strategic position in Brazil. D'Ieteren: State Farm TPA contract details emerge. Signify: 3Q25 results – guidance cut. Xior Student Housing: 5.4% LFL growth and full occupancy – operational trends solid.

Guy Sips ... (+6)
  • Guy Sips
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Lynn Hautekeete
  • Wim Hoste
  • Wim Lewi
 PRESS RELEASE

DEME wins auction for Port of Paranaguá access channel concession in B...

DEME wins auction for Port of Paranaguá access channel concession in Brazil DEME yesterday won Brazil’s first-ever auction for a port access channel concession. The Canal Galheta Dredging Consortium (CCGD), formed by DEME and FTS Participações Societárias S.A. (FTS), secured a 25-year concession contract to operate, maintain, and expand the marine access channel to the Port of Paranaguá - Brazil’s second-largest public port in the state of Paraná. Attachment

 PRESS RELEASE

DEME wint veiling voor concessie toegangskanaal van Haven van Paranagu...

DEME wint veiling voor concessie toegangskanaal van Haven van Paranaguá in Brazilië DEME heeft gisteren de allereerste Braziliaanse veiling voor een concessie van een haventoegangskanaal gewonnen. Het Canal Galheta Dredging Consortium (CCGD), gevormd door DEME en FTS Participações Societárias S.A. (FTS), heeft een 25-jarig concessiecontract binnengehaald voor de exploitatie, onderhoud en uitbreiding van het maritieme toegangskanaal tot de Haven van Paranaguá – de op één na grootste openbare haven van Brazilië, gelegen in de deelstaat Paraná. Bijlage ...

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