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Wim Hoste
  • Wim Hoste

AB InBev Preview: uninspiring 3Q expected

We lowered our forecasts for 3Q25 and the remainder of the year after signals of weak trading in markets like the US, China and Brazil. ABI's organic volume growth has been negative in 2023 and 2024 and now we also bank on a negative 2025 number. Despite lower growth, we still see ABI as the undisputed leader in the beer space, with leading market shares in many markets, ongoing digitization and premiumization trends allowing to generate healthy free cash flows. We believe the lower top line gr...

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

 PRESS RELEASE

Stellantis to Invest $13 Billion to Grow in the United States

Stellantis to Invest $13 Billion to Grow in the United States Stellantis to Invest $13 Billion to Grow in the United StatesExpands U.S. Production by 50% With Five New Vehicle Launches and 19 Product Actions Over Next Four Years, Adding More Than 5,000 New Jobs at Plants in Illinois, Ohio, Michigan and Indiana  Largest single investment in Company’s 100-year history, which benefits all U.S. assembly plantsBelvidere, Illinois, plant to reopen for production of two new Jeep® vehiclesAll-new midsize truck to be assembled in Toledo, OhioWarren, Michigan, plant to produce all-new range-extended...

 PRESS RELEASE

Progress on share buyback programme

Progress on share buyback programme Progress on share buyback programme ING announced today that, as part of our €2.0 billion share buyback programme announced on 2 May 2025, in total 4,239,000 shares were repurchased during the week of 6 October 2025 up to and including 10 October 2025. The shares were repurchased at an average price of €21.32 for a total amount of €90,367,787.70. For detailed information on the daily repurchased shares, individual share purchase transactions and weekly reports, see the ING website at . In line with the purpose of the programme to reduce the share capi...

Anthony Dick ... (+2)
  • Anthony Dick
  • Michael Foundoukidis
Anthony Dick ... (+2)
  • Anthony Dick
  • Michael Foundoukidis
 PRESS RELEASE

Stellantis Reports Q3 2025 Estimated Consolidated Shipments of 1.3 Mil...

Stellantis Reports Q3 2025 Estimated Consolidated Shipments of 1.3 Million Units, +13% y-o-y Stellantis Reports Q3 2025 Estimated Consolidated Shipments of 1.3 Million Units, +13% y-o-y North America +35%, Enlarged Europe and Middle East & Africa Also Deliver Increases AMSTERDAM, October 10, 2025 – Stellantis N.V. today released its consolidated shipment estimates. The term “shipments” describes the volume of vehicles delivered to dealers, distributors, or directly from the Company to retail and fleet customers, which drives revenue recognition. Consolidated shipments for the three mon...

 PRESS RELEASE

Stellantis to Announce Third Quarter 2025 Shipments and Revenues on Oc...

Stellantis to Announce Third Quarter 2025 Shipments and Revenues on October 30 Stellantis to Announce Third Quarter 2025 Shipments and Revenues on October 30 AMSTERDAM, October 9, 2025 - announced today that its Third Quarter 2025 Shipments and Revenues will be released on Thursday, October 30, 2025. A live webcast and conference call for the Third Quarter Shipments and Revenues will begin at 1:00 p.m. CET / 8:00 a.m. EDT on Thursday, October 30, 2025. The related press release and presentation materials are expected to be posted under the section of the Stellantis corporate website ...

 PRESS RELEASE

Francesco Ciancia Rejoins Stellantis to Lead Global Manufacturing

Francesco Ciancia Rejoins Stellantis to Lead Global Manufacturing Francesco Ciancia Rejoins Stellantis to Lead Global Manufacturing   AMSTERDAM, October 8, 2025 – Stellantis N.V. today announces that Francesco Ciancia will rejoin the Company on November 1 as Global Head of Manufacturing and a member of the Stellantis Leadership Team (SLT). Ciancia has gained over two decades of global leadership experience in manufacturing engineering, plant management and lean production system application. He rejoins Stellantis from Mercedes-Benz, where he has served as Head of Mercedes-Benz Vans Oper...

 PRESS RELEASE

Stellantis Makes New Appointments to the Leadership Team As It Pursues...

Stellantis Makes New Appointments to the Leadership Team As It Pursues Its Path to Recovery Stellantis Makes New Appointments to the Leadership Team As It Pursues Its Path to Recovery   AMSTERDAM, October 8, 2025 – Building on the positive momentum established in recent months and ahead of the upcoming 2026 presentation of its updated strategy, Stellantis N.V. today announces the following new appointments to its Stellantis Leadership Team (SLT). Emanuele Cappellano is appointed Head of Enlarged Europe and European Brands, in addition to his current role leading Stellantis Pro One. Jean-P...

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