reports
- Wim Hoste
Solvay Model update following lowered FY25 underlying EBITDA guidance
Solvay has cut its FY25 underlying EBITDA guidance from a € 1.0-1.05bn range to € 880-930m (c. -12% at midpoint), citing soft demand in a context of tariff and geopolitical uncertainty. Solvay maintains FCF guidance of c. € 300m (on the back of more prudent capex spending) which however means that almost all FCF is absorbed to pay the high and committed dividend of € 2.43 per share. On the attractive valuation and dividend yield (of c. 8%), we maintain our Accumulate rating whilst lowering our t...
- Hilde Van Boxstael
- Michiel Declercq
- Thibault Leneeuw
- Wim Hoste
- ING Helpdesk
Solvay revises its 2025 underlying EBITDA outlook and confirms its Fre...
Solvay revises its 2025 underlying EBITDA outlook and confirms its Free cash flow guidance Regulated and inside information Brussels, July 14, 2025 - 7.15pm CEST In the second quarter, Solvay experienced a continuation of the soft market environment, impacted by ongoing global tariff discussions and heightened geopolitical tensions. This led to a progressive reduction of demand, and a slowdown in order books, particularly in certain soda ash end-markets and in the Coatis business unit. Visibility remains low and market conditions are expected to remain challenging throughout the second h...
Solvay revoit ses perspectives d’EBITDA sous-jacent pour 2025 et confi...
Solvay revoit ses perspectives d’EBITDA sous-jacent pour 2025 et confirme sa prévision de free cash flow Informations réglementées et privilégiées Bruxelles, le 14 juillet 2025 - 19h15 CEST Au deuxième trimestre, Solvay a continué à subir les effets d'un environnement de marché morose, impacté par les discussions tarifaires en cours et des tensions géopolitiques accrues. Cela a entraîné une réduction progressive de la demande et un ralentissement des carnets de commandes, en particulier sur certains marchés finaux du carbonate de soude et dans la business unit Coatis. La visibilité reste ...
Solvay herziet haar onderliggende EBITDA vooruitzichten voor 2025 en b...
Solvay herziet haar onderliggende EBITDA vooruitzichten voor 2025 en bevestigt de Vrije kasstroom prognose Gereglementeerde informatie en voorwetenschap Brussel, 14 juli 2025 - 19u15 CEST In het tweede kwartaal kreeg Solvay te maken met een aanhoudend zwakke marktomgeving, beïnvloed door de aanhoudende wereldwijde tariefbesprekingen en de toegenomen geopolitieke spanningen. Dit leidde tot een geleidelijke vermindering van de vraag en een vertraging van de orderboeken, met name in bepaalde eindmarkten voor natriumcarbonaat en in de business unit Coatis. De zichtbaarheid blijft beperkt en d...
- Roy Külter
- Thomas Zlowodzki
DGE DIAGEO PLC
G1A GEA GROUP AG
LI KLEPIERRE SA
COV COVIVIO SA
RI PERNOD RICARD SA
GFC GECINA SA
NXI NEXITY SA CLASS A
RCO REMY COINTREAU SA
FLY SOCIETE FONCIERE LYONNAISE SA
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
INEA FONCIERE INEA
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
KOF KAUFMAN & BROAD SA
ALTA ALTAREA SCA
VNA VONOVIA SE
XIOR XIOR STUDENT HOUSING N.V.
ICAD ICADE SA
REP REPSOL SA
BYG BIG YELLOW GROUP PLC
COFB COFINIMMO SA
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
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
ASRNL ASR NEDERLAND NV
CPINV CARE PROPERTY INVEST SA
SAFE SAFESTORE HOLDINGS PLC
ARG ARGAN SA
VGP VGP NV
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
DKG DEUTSCHE KONSUM REIT-AG
AD KONINKLIJKE AHOLD DELHAIZE N.V.
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
CPR DAVIDE CAMPARI-MILANO N.V.
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
DTG DAIMLER TRUCK
CTPNV CTP NV
ONE ONE UNITED PROPERTIES SA
SHUR SHURGARD SELF STORAGE LIMITED
- Roy Külter
- Thomas Zlowodzki
DGE DIAGEO PLC
G1A GEA GROUP AG
LI KLEPIERRE SA
COV COVIVIO SA
RI PERNOD RICARD SA
GFC GECINA SA
NXI NEXITY SA CLASS A
RCO REMY COINTREAU SA
FLY SOCIETE FONCIERE LYONNAISE SA
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
INEA FONCIERE INEA
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
KOF KAUFMAN & BROAD SA
ALTA ALTAREA SCA
VNA VONOVIA SE
XIOR XIOR STUDENT HOUSING N.V.
ICAD ICADE SA
REP REPSOL SA
BYG BIG YELLOW GROUP PLC
COFB COFINIMMO SA
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
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
ASRNL ASR NEDERLAND NV
CPINV CARE PROPERTY INVEST SA
SAFE SAFESTORE HOLDINGS PLC
ARG ARGAN SA
VGP VGP NV
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
DKG DEUTSCHE KONSUM REIT-AG
AD KONINKLIJKE AHOLD DELHAIZE N.V.
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
CPR DAVIDE CAMPARI-MILANO N.V.
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
DTG DAIMLER TRUCK
CTPNV CTP NV
ONE ONE UNITED PROPERTIES SA
SHUR SHURGARD SELF STORAGE LIMITED
- Cor Kluis
Participation notification by Morgan Stanley
Participation notification by Morgan Stanley Press release Regulated information Brussels, July 3, 2025, 18:00 CEST In line with Belgian transparency legislation (Law of May 2, 2007), Morgan Stanley recently sent to Solvay the following transparency notification indicating that they crossed the threshold of 3%. Here is a summary of the notification: Date on which the threshold was crossed Voting rights after the transaction Equivalent financial instruments after the transaction Total June 25, ...
Notification de participation par Morgan Stanley
Notification de participation par Morgan Stanley Communiqué de presse Information réglementée Bruxelles, le 3 juillet 2025 - 18h CEST Conformément à la législation et réglementation en matière de transparence financière (loi du 2 mai 2007), Morgan Stanley a envoyé récemment à Solvay la notification de transparence suivante indiquant avoir franchi le seuil de 3%. Voici un résumé de la notification: Date à laquelle le seuil a été franchi Droits de vote après la transaction Instruments financiers équivalents après la tra...
Participatiemelding van Morgan Stanley
Participatiemelding van Morgan Stanley Persbericht Gereglementeerde informatie Brussel, 3 juli 2025 - 18u CEST In overeenstemming met de Belgische transparantiewetgeving (Wet van 2 mei 2007) heeft Morgan Stanley onlangs de volgende transparantiekennisgeving naar Solvay gestuurd om aan te geven dat ze de drempel van 3% heeft overschreden. Hier is een samenvatting van de beweging: Datum van drempeloverschrijding Stemrechten na de transactie Aan stemrechten gelijkgestelde financiële instrumenten na de transactie Tota...
- Adrien Frachette
NDX1 NORDEX SE
SCHP SECHE ENVIRONNEMENT
CVVTF COVESTRO AG
WCH WACKER CHEMIE AG
SOP SOPRA STERIA GROUP SA
APAML APERAM SA
BFIT BASIC-FIT NV
GIVN GIVAUDAN SA
SBMO SBM OFFSHORE NV
LXS LANXESS AG
VIRP VIRBAC SA
FII LISI SA
SDF K+S AG
BAS BASF SE
SOLB SOLVAY SA
ELIS ELIS SA
SY1 SYMRISE AG
GLB GLANBIA PLC
FDR FLUIDRA S.A.
EVK EVONIK INDUSTRIES AG
ENG ENAGAS SA
ANDR ANDRITZ AG
BNR BRENNTAG SE
INX IMCD N.V.
MAU ETABLISSEMENTS MAUREL & PROM SA
RUI RUBIS SCA
SANT S&T AG
AKZA AKZO NOBEL N.V.
TOM2 TOMTOM NV
ALHGR HOFFMANN GREEN CEMENT TECHNOLOGIES SA
FPE3 FUCHS PETROLUB SE
AZE AZELIS GROUP NV
ACLN ACCELLERON INDUSTRIES LTD
DSFIR KONINKLIJKE DSM N.V.
SYENS SYENSQO
PLX PLUXEE NV
ARYN ARYZTA AG
- Adrien Frachette
- Christophe-Raphaël Ganet
- Emmanuel Matot
SCHP SECHE ENVIRONNEMENT
CVVTF COVESTRO AG
WCH WACKER CHEMIE AG
SOP SOPRA STERIA GROUP SA
PUM PUMA SE
ORA ORANGE SA
GIVN GIVAUDAN SA
SBMO SBM OFFSHORE NV
LXS LANXESS AG
TEP TELEPERFORMANCE SE
VIRP VIRBAC SA
FII LISI SA
EOAN E.ON SE
SDF K+S AG
BAS BASF SE
SOLB SOLVAY SA
ELIS ELIS SA
SY1 SYMRISE AG
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
FDR FLUIDRA S.A.
EVK EVONIK INDUSTRIES AG
ENG ENAGAS SA
ANDR ANDRITZ AG
BNR BRENNTAG SE
INX IMCD N.V.
RUI RUBIS SCA
SANT S&T AG
ADYEN ADYEN NV
AKZA AKZO NOBEL N.V.
MRNA MODERNA INC.
FPE3 FUCHS PETROLUB SE
AZE AZELIS GROUP NV
ACLN ACCELLERON INDUSTRIES LTD
DSFIR KONINKLIJKE DSM N.V.
SYENS SYENSQO
- Adrien Frachette
NDX1 NORDEX SE
SCHP SECHE ENVIRONNEMENT
CVVTF COVESTRO AG
TKA THYSSENKRUPP AG
WCH WACKER CHEMIE AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
SOP SOPRA STERIA GROUP SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
BFIT BASIC-FIT NV
SSAB A SSAB AB CLASS A
GIVN GIVAUDAN SA
SBMO SBM OFFSHORE NV
ARYN ARYZTA AG
SZG SALZGITTER AG
LXS LANXESS AG
VIRP VIRBAC SA
FII LISI SA
VOE VOESTALPINE AG
SDF K+S AG
ACX ACERINOX SA
BAS BASF SE
SOLB SOLVAY SA
ERA ERAMET SA
ELIS ELIS SA
SY1 SYMRISE AG
GLB GLANBIA PLC
NDA AURUBIS AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
FDR FLUIDRA S.A.
EVK EVONIK INDUSTRIES AG
ENG ENAGAS SA
ANDR ANDRITZ AG
BNR BRENNTAG SE
INX IMCD N.V.
RIO RIO TINTO PLC
MAU ETABLISSEMENTS MAUREL & PROM SA
BHP BHP GROUP LTD
RUI RUBIS SCA
AMAG AMAG AUSTRIA METALL AG
SANT S&T AG
AKZA AKZO NOBEL N.V.
TOM2 TOMTOM NV
ALHGR HOFFMANN GREEN CEMENT TECHNOLOGIES SA
VUL VULCAN ENERGY RESOURCES
FPE3 FUCHS PETROLUB SE
AZE AZELIS GROUP NV
ACLN ACCELLERON INDUSTRIES LTD
DSFIR KONINKLIJKE DSM N.V.
SYENS SYENSQO
PLX PLUXEE NV
AAL ANGLO AMERICAN PLC
- Adrien Frachette
- Christophe-Raphaël Ganet
- Emmanuel Matot
SCHP SECHE ENVIRONNEMENT
CVVTF COVESTRO AG
TKA THYSSENKRUPP AG
WCH WACKER CHEMIE AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
SOP SOPRA STERIA GROUP SA
APAML APERAM SA
PUM PUMA SE
OUT1V OUTOKUMPU OYJ
ORA ORANGE SA
SSAB A SSAB AB CLASS A
GIVN GIVAUDAN SA
SBMO SBM OFFSHORE NV
SZG SALZGITTER AG
LXS LANXESS AG
TEP TELEPERFORMANCE SE
VIRP VIRBAC SA
FII LISI SA
VOE VOESTALPINE AG
EOAN E.ON SE
SDF K+S AG
ACX ACERINOX SA
BAS BASF SE
SOLB SOLVAY SA
ERA ERAMET SA
ELIS ELIS SA
SY1 SYMRISE AG
NDA AURUBIS AG
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
FDR FLUIDRA S.A.
EVK EVONIK INDUSTRIES AG
ENG ENAGAS SA
ANDR ANDRITZ AG
BNR BRENNTAG SE
INX IMCD N.V.
RIO RIO TINTO PLC
BHP BHP GROUP LTD
RUI RUBIS SCA
AMAG AMAG AUSTRIA METALL AG
SANT S&T AG
ADYEN ADYEN NV
AKZA AKZO NOBEL N.V.
MRNA MODERNA INC.
VUL VULCAN ENERGY RESOURCES
FPE3 FUCHS PETROLUB SE
AZE AZELIS GROUP NV
ACLN ACCELLERON INDUSTRIES LTD
DSFIR KONINKLIJKE DSM N.V.
SYENS SYENSQO
AAL ANGLO AMERICAN PLC
- Michael B. Schäfer
Tessenderlo Group: 1 director
A director at Tessenderlo Group bought 626,596 shares at 25.140EUR and the significance rating of the trade was 67/100. 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 cl...
Participatiemelding van The Goldman Sachs Group
Participatiemelding van The Goldman Sachs Group Persbericht Gereglementeerde informatie Brussel, 30 juni 2025 - 18u CEST In overeenstemming met de Belgische transparantiewetgeving (Wet van 2 mei 2007) heeft The Goldman Sachs Group, Inc onlangs de volgende transparantiekennisgeving naar Solvay gestuurd om aan te geven dat ze de drempel van 5% heeft overschreden. Hier is een samenvatting van de beweging: Datum van drempeloverschrijding Stemrechten na de transactie Aan stemrechten gelijkgestelde financiële ins...
IBA – Transparency Notification - Denominator
IBA – Transparency Notification - Denominator June 30th, 2025 Publication made under article 15 of the law of May 2, 2007 relating to the disclosure of major holdings in issuers whose shares are admitted to trading on a regulated market and containing various provisions (Belgian Gazette 12.VI.2007) (hereinafter, the “Law”). Under this provision: « [...] the issuer publishes the total capital, the total number of securities conferring the right to vote and voting rights, as...
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