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ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Ascencio: Stable update CFE: Preview; margin over volume CVC Capital Partners: Moments of Realisation D'Ieteren: Belron North American peer Boyd points to positive 3Q25 inflection point in like for like growth Fastned: 1H25 results; disappointing charging volumes, cost pressure continues Greenyard: Results of second acceptance period concerning takeover bid and launching squeeze-out

Hilde Van Boxstael ... (+8)
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Kristof Samoy
  • Livio Luyten
  • Lynn Hautekeete
  • Michiel Declercq
  • Thomas Couvreur
  • Wim Lewi

Morning Notes : ADYEN NA, CMBT BB, FUR NA, NEXTA BB, SIP BB, SHUR BB, ...

: ADYEN NA, CMBT BB, FUR NA, NEXTA BB, SIP BB, SHUR BB, FAST NA, ZEAL DC

 PRESS RELEASE

CMB.TECH Business update Q2 2025 results

CMB.TECH Business update Q2 2025 results Antwerp, Aug. 14, 2025 (GLOBE NEWSWIRE) -- CMB.TECH NV (NYSE: CMBT & Euronext: CMBT) (“CMBT”, “CMB.TECH” or “the Company”) will release its second quarter 2025 earnings prior to market opening on Thursday 28 August 2025 and will host a conference call at 8 a.m. EST / 2 p.m. CET to discuss the results for the quarter. Due to the proximity of the expected closing date of the contemplated stock-for-stock merger between CMB.TECH and Golden Ocean Group Limited (“Golden Ocean”), CMB.TECH already provides preliminary figures related to the Q2 2025 results...

 PRESS RELEASE

Inventiva to Participate in Fireside Chat at the Canaccord Genuity 45t...

Inventiva to Participate in Fireside Chat at the Canaccord Genuity 45th Annual Growth Conference Daix (France), New York City (New York, United States), August 11, 2025 – (Euronext Paris and NASDAQ: ) (“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 that Jason Campagna, MD, PhD, President of R&D and Chief Medical Officer, and David Nikodem, PhD, Vice President of US Operations will participate in a fireside chat at the Canacc...

 PRESS RELEASE

Inventiva Participera à la « Canaccord Genuity 45th Annual Growth Conf...

Inventiva Participera à la « Canaccord Genuity 45th Annual Growth Conference » Daix (France), New York City (New York, Etats-Unis), le 11 aout 2025 – (Euronext Paris et Nasdaq : ) (« 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 »), a annoncé aujourd'hui que Jason Campagna, MD, PhD, Président de la R&D et Directeur Médical, et David Nikodem, PhD, Vice-Président des opérations aux États-Unis, participeront à un « fireside chat » lors d...

 PRESS RELEASE

CMB.TECH's update on the Golden Ocean merger process

CMB.TECH's update on the Golden Ocean merger process Antwerp, Aug. 11, 2025 (GLOBE NEWSWIRE) -- CMB.TECH NV (NYSE: CMBT & Euronext Brussels: CMBT) (“CMB.TECH”) provides an additional market update on the progress of the contemplated stock-for-stock merger between CMB.TECH and Golden Ocean Group Limited (NASDAQ: GOGL & Euronext Oslo Børs: GOGL) ("Golden Ocean"). The transaction is structured as a stock-for-stock merger, with Golden Ocean merging with and into CMB.TECH Bermuda Ltd. ("CMB.TECH Bermuda”), a wholly-owned subsidiary of CMB.TECH, with CMB.TECH Bermuda as the surviving company ...

 PRESS RELEASE

IBA Notice of Half Year 2025 Results and Conference Call

IBA Notice of Half Year 2025 Results and Conference Call HY25 results webcast to take place on Thursday, 28 August 2025 at 3pm CEST Louvain-la-Neuve, Belgium, 07 August 2025 - IBA (Ion Beam Applications S.A., EURONEXT), the world leader in particle accelerator technology, announces today that it will publish its consolidated results for the half year 2025 on Thursday, 28 August 2025 at 7am CEST. Conference Call Information IBA’s management team will host team will host a conference call and webcast conducted in English to present the half year results, followed by a Q&A session. The con...

 PRESS RELEASE

IBA : Publication des résultats du premier semestre 2025 et conférence...

IBA : Publication des résultats du premier semestre 2025 et conférence web La conférence sur les résultats des six premiers mois de 2025 aura lieu le jeudi 28 août 2025 à 15h00, heure de Bruxelles Louvain-la-Neuve, Belgique, le 7 août 2025 - IBA (Ion Beam Applications S.A le leader mondial des technologies d’accélération de particules, annonce qu’elle publiera ses résultats financiers consolidés du premier semestre le jeudi 28 août 2025 à 7h00, heure de Bruxelles. Informations relatives à la conférence La direction du Groupe IBA présentera les résultats des six premiers mois de l’année ...

 PRESS RELEASE

ONWARD Medical gibt Ernennung von Lucas Buchanan als Vorstandsmitglied...

ONWARD Medical gibt Ernennung von Lucas Buchanan als Vorstandsmitglied bekannt Buchanan ist ehemaliger CFO und COO von Silk Road Medical, wo er erfolgreich ein Medizintechnikunternehmen in der Wachstumsphase skalierte, das schließlich von Boston Scientific übernommen wurde.Buchanan, früher Risikokapitalgeber bei der Vertical Group, ist außerdem aktiver Investor, Berater und Vorstandsmitglied mehrerer innovativer Medizintechnikunternehmen und Gesundheitsinvestitionsfonds. EINDHOVEN, Niederlande, Aug. 06, 2025 (GLOBE NEWSWIRE) -- ONWARD Medical N.V. (Euronext: ONWD und US OTCQX: ONWRY), da...

 PRESS RELEASE

ONWARD Medical annonce la nomination de Lucas Buchanan à son conseil d...

ONWARD Medical annonce la nomination de Lucas Buchanan à son conseil d’administration M. Buchanan est l’ancien directeur financier et directeur des opérations de Silk Road Medical, où il a développé avec succès une entreprise de dispositifs médicaux en phase de croissance, aboutissant à son acquisition par Boston Scientific.Ancien investisseur en capital-risque chez Vertical Group, M. Buchanan est également un investisseur actif, conseiller et membre du conseil d’administration de plusieurs entreprises innovantes dans le domaine des dispositifs médicaux et de fonds d’investissement dans le ...

Michiel Declercq
  • Michiel Declercq

Ahold Delhaize 2Q25: Solid results with price investments paying off, ...

Ahold Delhaize reported a solid set of 2Q25 results, with comparable sales growth of 3.4% in the US (css: +3.1%) and +4.9% in the EU (css: +3.8%) exceeding expectations. While group margins contracted by 20bps to 4.0%, this was well anticipated on the back of ongoing price investments in the US and the dilutive impact from the consolidation of Profi in the EU. As such, the underlying group EBIT of € 917m came in slightly ahead of expectations (css: € 908m, css: € 905m). Following the solid 2Q25,...

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

ABN AMRO: Better bottom line, mixed underlying, strong capital, SBB €250m. Ahold Delhaize: 2Q25 profitability beat thanks to insurance results. Coca-Cola Europacific Partners PLC: Fizzing along nicely. Kinepolis: July 2025 box office in US/Canada and France down, on strong comps. Vonovia: Good results, 5.6% guidance increase. UCB: Evenity continues to surprise to the upside. Zabka: Another miss on Adj. Net Income in 2Q25

Jacob Mekhael ... (+5)
  • Jacob Mekhael
  • Lynn Hautekeete
  • Mathijs Geerts Danau
  • Michiel Declercq
  • Thomas Couvreur

Morning Notes : ABN NA, AD NA, HOMI BB, MDXH BB, NN NA, SEQUA BB, ONWD...

: ABN NA, AD NA, HOMI BB, MDXH BB, NN NA, SEQUA BB, ONWD BB, MRUS US

Arancha Pineiro
  • Arancha Pineiro

AHOLD DELHAIZE: RDOS. 2T’25 (ANÁLISIS BANCO SABADELL)

Rdos. 2T'25 vs 2T'24: Ventas: 23.092 M euros (+3,3% vs +2,8% BS(e) y +2,7% consenso); EBIT: 917,0 M euros (-1,7% vs -2,9% BS(e) y -2,7% consenso); BDI: 548,0 M euros (+9,8% vs +14,4% BS(e) y +14,2% consenso). Rdos. 1S'25 vs 1S'24: Ventas: 46.368 M euros (+5,2% vs +4,9% BS(e) y +4,9% consenso); EBIT: 1.807 M euros (+0,7% vs +0,1% BS(e) y +0,2% consenso);

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