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Guy Sips
  • Guy Sips

Materialise Medical offsetting headwind in Manufacturing segment

In addition to the positive net result and strong cash flow in 3Q25, we were pleased to note that Materialise's Medical Segment achieved a record quarterly revenue, growing over 10% y/y. This performance stands out against a backdrop of ongoing macroeconomic headwinds, which continued to weigh on its overall revenues—particularly within Manufacturing. Materialise highlighted it further implemented targeted cost control measures designed to protect its operational profitability without compromisi...

Guy Sips ... (+5)
  • Guy Sips
  • Lynn Hautekeete
  • Thibault Leneeuw
  • Thomas Couvreur
  • Wim Hoste

Morning Notes : ADYEN NA, AED BB, ASM NA, CRBN NA, HEIA NA, INGA NA, M...

: ADYEN NA, AED BB, ASM NA, CRBN NA, HEIA NA, INGA NA, MTLS US, MELE BB

 PRESS RELEASE

Participation notification by Morgan Stanley

Participation notification by Morgan Stanley Press release                                                                  Regulated information Brussels, October 27, 2025, 17:45 CET 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 October 16, 2025 / / / The ...

 PRESS RELEASE

Notification de participation par Morgan Stanley

Notification de participation par Morgan Stanley Communiqué de presse                                                                 Information réglementée Bruxelles, le 27 octobre 2025 - 17h45 CET 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...

 PRESS RELEASE

Participatiemelding van Morgan Stanley

Participatiemelding van Morgan Stanley Persbericht                                                                 Gereglementeerde informatie Brussel, 27 oktober 2025 - 17u45 CET 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 Totaa...

Guy Sips ... (+8)
  • Guy Sips
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Kristof Samoy
  • Lynn Hautekeete
  • Mathijs Geerts Danau
  • Michiel Declercq
  • Thomas Couvreur
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.

 PRESS RELEASE

Participation notification by Morgan Stanley

Participation notification by Morgan Stanley Press release                                                                  Regulated information Brussels, October 21, 2025, 17:45 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 October 14, 2025 0...

 PRESS RELEASE

Notification de participation par Morgan Stanley

Notification de participation par Morgan Stanley Communiqué de presse                                                                 Information réglementée Bruxelles, le 21 octobre 2025 - 17h45 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 équivale...

 PRESS RELEASE

Participatiemelding van Morgan Stanley

Participatiemelding van Morgan Stanley Persbericht                                                                 Gereglementeerde informatie Brussel, 21 oktober 2025 - 17u45 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 ...

Guy Sips ... (+6)
  • Guy Sips
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Kristof Samoy
  • Livio Luyten
  • Thomas Couvreur
ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Ahold Delhaize: Preview 3Q25. Financials: US Regional Banks issue becomes 2nd headache to weather. Proximus: Government would have rejected Xavier Niel's proposal for co control

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

ABN AMRO: Pre-close 3Q: HAL inclusion. Ahold Delhaize: Peer Albertsons 2Q25/26 results. AMG: Lithium supply deal with Beijing Easpring. ASML: 3Q25 results supportive. Barco: 3Q25 trading update inline, surprise buyback. Belgian telcos: Start of the market test for cooperation agreement in Flanders. CM.com: Preview 3Q25 trading update. NSI: Vacancy increase as expected, marginal guidance update. Staffing sector: PageGroup 3Q25 trading update. Zabka: 3Q25 Preview - Like-for-Like(...

Guy Sips ... (+6)
  • Guy Sips
  • Jacob Mekhael
  • Mathijs Geerts Danau
  • Michiel Declercq
  • Thibault Leneeuw
  • Wim Hoste

Morning Notes : ABI BB, ASML NA, BAR BB, OPTI BB, HEIA NA, IVA FP, PRO...

: ABI BB, ASML NA, BAR BB, OPTI BB, HEIA NA, IVA FP, PROX BB, SEQUA BB, MRUS US

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Belgian telecoms: DAZN informs Pro League it has no deal with operators. CTP: €600m senior unsecured green bond at 3.625%. dsm-firmenich: Givaudan 9M25 IMS. TomTom: 3Q25 results – Defying weak auto market

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Ageas: AG Real Estate looking to reduce exposure to Interparking, lower capital charges. Air France-KLM: 3Q25 a bit light? ASML: Preview 3Q25, riding the AI wave. Barco: Preview 3Q25, self-help offsets macro headwind. D'Ieteren: Belron starts to roll out static mobile recalibration. Euronext: September's seasonal recovery. Tessenderlo More focus on capital allocation and returns. TomTom: Preview 3Q25, Cost cutting offsets slow markets. Umicore: Gold inventory sale-and-lease-back

Kristof Samoy ... (+2)
  • Kristof Samoy
  • Wim Hoste
Guy Sips ... (+6)
  • Guy Sips
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Livio Luyten
  • Michiel Declercq
  • Wim Lewi
ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Belgian telcos: Digi launches new mobile offer at €7 per month with 30GB D'Ieteren: Belgium Sept car registration, Febiac cuts 2025 outlook to 405-410k new cars Dutch insurance: Achmea Sixth Steet JV done, new entrant for buyouts for ASR and NN Heijmans: I'm a steamroller baby Prosus: Just Eat Takeaway offer unconditional WDP: €22m investment in Romania

Guy Sips ... (+7)
  • Guy Sips
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Kristof Samoy
  • Michiel Declercq
  • Thomas Couvreur
  • Wim Lewi
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