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Guy Sips ... (+8)
  • Guy Sips
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Kristof Samoy
  • Livio Luyten
  • Michiel Declercq
  • Thibault Leneeuw
  • Wim Lewi

Morning Notes : BAR BB, COFB BB, FAGR BB, GLPG NA, IBAB BB, DEME BB, N...

: BAR BB, COFB BB, FAGR BB, GLPG NA, IBAB BB, DEME BB, NXFIL NA, ENRGY BB

 PRESS RELEASE

DEME secures two marine works contracts in Italy and Spain

DEME secures two marine works contracts in Italy and Spain DEME’s Dredging & Infra segment has secured two marine works contracts in Southern Europe, highlighting its expertise in environmental remediation and coastal protection. In Italy, DEME will deliver marine works for the prestigious 38th America’s Cup sailing competition in Naples, including offshore breakwaters and seabed remediation at the Bagnoli-Coroglio site. Meanwhile, in Spain, DEME will restore three beaches along the Valencian coastline through a large-scale nourishment project, to combat erosion and safeguard the shoreline ...

 PRESS RELEASE

DEME haalt twee contracten binnen voor maritieme werken in Italië en S...

DEME haalt twee contracten binnen voor maritieme werken in Italië en Spanje DEME’s Dredging & Infra-segment heeft twee contracten voor maritieme werken binnengehaald in Zuid-Europa, die de expertise op het gebied van milieusanering en kustbescherming in de verf zetten. In Italië zal DEME maritieme werken uitvoeren voor de prestigieuze 38ste America’s Cup-zeilwedstrijd in Napels, waaronder golfbrekers en sanering van de zeebodem op de site Bagnoli-Coroglio. In Spanje zal DEME drie stranden langs de Valenciaanse kustlijn herstellen via een grootschalig ophogingsproject, om erosie tegen te gaa...

Carole Braudeau
  • Carole Braudeau

Credit Morning 12/18/2025

Moody’s downgrades SES rating from Baa3/negative to Ba1/stable|ams OSRAM launches a € 300m tender offer on the 2027 convertible bonds|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 18/12/2025

Moody’s dégrade le rating de SES de Baa3/négative à Ba1/stable|ams OSRAM lance une offre d’achat de 300 m EUR sur les obligations convertibles 2027|

Guy Sips ... (+2)
  • Guy Sips
  • Kristof Samoy
 PRESS RELEASE

DEME wins contract to help restore water quality in the central Nether...

DEME wins contract to help restore water quality in the central Netherlands DEME has won a contract to implement WFD (Water Framework Directive) measures in Central Netherlands. WFD measures are projects aimed at improving water quality in the Netherlands, which are carried out by Rijkswaterstaat. In collaboration with its partner Beens Dredging B.V. (part of Beens Groep B.V.), DEME will execute Lot D at the locations Eemmeer, Ketelmeer, and Zwarte Meer. These works will start in April 2026 and are expected to be completed by December 2027. Attachment ...

 PRESS RELEASE

DEME wint contract voor herstel van waterkwaliteit in Midden-Nederland

DEME wint contract voor herstel van waterkwaliteit in Midden-Nederland DEME heeft een contract getekend voor de uitvoering van KRW-maatregelen in Midden-Nederland. KRW-maatregelen (Kaderrichtlijn Water) zijn projecten die gericht zijn op het verbeteren van de waterkwaliteit in Nederland, uitgevoerd door Rijkswaterstaat. In samenwerking met partner Beens Dredging B.V. (onderdeel van Beens Groep B.V.) zal DEME Perceel D uitvoeren op de locaties Eemmeer, Ketelmeer en Zwarte Meer. De werkzaamheden starten in april 2026 en de voltooiing wordt verwacht in december 2027. Bijlage ...

Research Team
  • Research Team

WOOD Daily: CCC PW; JMT PL; ALE PW; INPST NA; MBR PW; KTY PW; PCO PW; ...

HEADLINES: • CCC: shareholders ask for 2m share buyback POSITIVE • Jeronimo Martins: court approves PLN 160m fine from Antimonopoly Office NEGATIVE • Allegro/InPost: EU to introduce EUR 3 payment for all packages coming from outside the community NEUTRAL • Mo-BRUK: PLN 19m 2017 waste-fee case closed NEUTRAL • Kety: 4Q25E preliminary results preview – flat yoy EBITDA in a tough environment (due on 17 December) • Pepco Group: 2H25E preview – EBITDA decline of 5% yoy expected (due on 17 December) N...

AT & S Austria Technologie & Systemtechnik AG: 1 director

A director at AT & S Austria Technologie & Systemtechnik AG bought 945 shares at 30.750EUR and the significance rating of the trade was 53/100. 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 ov...

Guy Sips ... (+9)
  • Guy Sips
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Kristof Samoy
  • Livio Luyten
  • Mathijs Geerts Danau
  • Michiel Declercq
  • Wim Hoste
  • Wim Lewi

Morning Notes : ACKB BB, AKZA NA, IBAB BB, ONTEX BB, SEQUA BB, XIOR BB...

: ACKB BB, AKZA NA, IBAB BB, ONTEX BB, SEQUA BB, XIOR BB, DEME BB, ARG FP, ZEAL DC

Research Team
  • Research Team

WOOD Morning (11 December 2025)

HEADLINES: • Eurocash: key takeaways from the strategy presentation NEGATIVE • Allegro/InPost: Allegro launches C2X locker service NEGATIVE • Budimex: PLN 2.6bn bid from BDX's consortium selected in PKP PLK tender NEUTRAL • Theon International: signs its largest ever contract, worth EUR 1bn, with OCCAR POSITIVE • Mavi: strong beat in 3Q25 results POSITIVE • Al Arabia Outdoor Advertising: wins 10-year contract to operate advertising at Prince Mohammad bin Abdulaziz Airport (PMIA) in Madinah POSIT...

 PRESS RELEASE

DEME secures foundation and cable installation contracts for BC-Wind o...

DEME secures foundation and cable installation contracts for BC-Wind offshore wind farm in Poland DEME has been awarded three contracts for the installation of monopile foundations, inter-array cables, and the export cable at the BC-Wind offshore wind farm in Poland. These new contracts position DEME as a key contributor to Poland’s renewable energy build-out, supporting the country’s energy transition. Attachment

 PRESS RELEASE

DEME wint contracten voor funderings- en kabelinstallatie voor BC-Wind...

DEME wint contracten voor funderings- en kabelinstallatie voor BC-Wind offshore windpark in Polen DEME heeft drie contracten gewonnen voor de installatie van monopile funderingen, inter-arraykabels en de exportkabel voor het BC-Wind offshore windpark in Polen. Deze nieuwe contracten positioneren DEME als een belangrijke speler in de uitbouw van hernieuwbare energie in Polen en ondersteunen de energietransitie van het land. Bijlage

 PRESS RELEASE

OSE Immunotherapeutics Unveils 2026–2028 Strategic Plan With Four Oppo...

OSE Immunotherapeutics Unveils 2026–2028 Strategic Plan With Four Opportunities for Value Creation OSE Immunotherapeutics Unveils 2026–2028 Strategic Plan With Four Opportunities for Value Creation Completion of Tedopi’s phase 3 in Non-Small Cell Lung Cancer One or two new rare/specialty indications for LusvertikimabSubcutaneous formulation and combination strategies for Lusvertikimab in UCManagement webcast on Wednesday, December 10th at 6pm CET Nantes, France, December 9, 2025 – 7:30am CET - OSE Immunotherapeutics SA (ISIN: FR0012127173; Mnemo: OSE), today announced its new three-year s...

 PRESS RELEASE

OSE Immunotherapeutics dévoile son plan stratégique 2026 - 2028 axé s...

OSE Immunotherapeutics dévoile son plan stratégique 2026 - 2028 axé sur quatre leviers de création de valeur OSE Immunotherapeutics dévoile son plan stratégique 2026 - 2028 axé sur quatre leviers de création de valeur Finalisation de la phase 3 de Tedopi® dans le cancer du poumon non à petites cellulesUne ou deux nouvelles indications de maladies rares/spécialisées pour LusvertikimabFormulation sous-cutanée et stratégie de combinaison pour Lusvertikimab dans la rectocolite hémorragiqueWebinaire avec le Management : mercredi 10 décembre à 18 heures Nantes, le 9 décembre 2025, 7 heures 30 ...

 PRESS RELEASE

OSE Immunotherapeutics Announces Strategic Amendment to AbbVie’s Partn...

OSE Immunotherapeutics Announces Strategic Amendment to AbbVie’s Partnership on ABBV-230 Development OSE Immunotherapeutics Announces Strategic Amendment to AbbVie’s Partnership on ABBV-230 Development Strategic Amendment Enhances OSE Immunotherapeutics’ Role in ABBV-230 Development While Preserving AbbVie’s Long-Term Commitment NANTES, France, December 8th, 2025 – 7:30am CET - OSE Immunotherapeutics SA (ISIN: FR0012127173; Mnemo: OSE) today announced an amendment to its partnership agreement with AbbVie regarding ABBV-230, a monoclonal antibody designed to resolve chronic and severe inf...

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