Nextensa: Convocation à l'assemblée générale ordinaire des actionnaires du 19 mai 2025 COMMUNIQUÉ DE PRESSE INFORMATIONS RÉGLEMENTÉES Bruxelles, 16 avril 2025, 7h30 Convocation à l’assemblée générale ordinaire des actionnaires du 19 mai 2025 Le conseil d’administration de Nextensa invite les actionnaires à participer à l’assemblée générale ordinaire qui se tiendra le lundi 19 mai 2025 à la Maison de la Poste à Rue Picard 5 boîte 7, 1000 Bru...
Nextensa: Oproeping tot de gewone algemene vergadering van aandeelhouders van 19 mei 2025 PERSBERICHT GEREGLEMENTEERDE INFORMATIE Brussel, 16 April 2025, 7u30 Oproeping tot de gewone algemene vergadering van aandeelhouders van 19 mei 2025 De raad van bestuur van Nextensa nodigt de aandeel...
Albeit for a service company like Arcadis the direct tariffs have a modest impact on the current business, we believe that the indirect impact is significant, also on top of already mounting troubles for the sector. Arcadis is not immune, we think. Decelerating growth for its net revenues, filtering through via operational leverage leads to material lower earnings estimates for FY25 with a recovery in FY26, but from a lower point. Also, given the slowdown, we think Arcadis' FY26 margin target wi...
BESI will reports its 1Q25 results on Wednesday, 23 April. After the recent tariff turmoil, we again push-out our cyclical recovery. We now expect a relatively moderate cyclical recovery in 2026. We continue to be very positive on the long-term hybrid bonding opportunity. We believe that eventually we will see an aggressive adoption in chiplet architecture which will drive a jump in hybrid bonding demand. Given the industry-wide push for chiplets and BESI's leading HB portfolio, we see a very hi...
In this sector note we take a close look at the semiconductor universe and go over end market dynamics, semi manufacturing trends and the impact on the WFE market. We provide detailed overviews of historical market trends and short term adjustments. We show that lower demand from China is a real risk for the WFE market, as we don't expect the non-China WFE revenues will increase with 28% y/y in 2025, which CSS implies. Our analysis shows a clear 10% risk on WFE estimates based on fundamentals, e...
Publication annual report 2024, convening notice for the General Meeting and proposal new directors Publication annual report 2024, convening notice for the General Meeting and proposal new directors Regulated information 11 April 2025, 8 am CET Kinepolis Group NV presents its integrated annual report 2024, with a comprehensive overview of the Group's strategic, financial, operational and ESG performance for the year 2024. The report is available in English and Dutch and can be accessed . Kinepolis' annual report 2024 is the first report prepared in accordance with the guidelines of th...
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