reports
- Benoit Valleaux
- Steven Gould
- Thomas Zlowodzki
BRE MBANK SA
FP TOTAL SE
EQNR EQUINOR ASA
MT ARCELORMITTAL SA
DBK DEUTSCHE BANK AG
RI PERNOD RICARD SA
DEMANT DEMANT A/S
KOMB KOMERCNI BANKA A.S.
ORSTED ORSTED
RAA RATIONAL AG
SPSN SWISS PRIME SITE AG
ASSA B ASSA ABLOY AB CLASS B
INGA ING GROEP NV
AD KONINKLIJKE AHOLD DELHAIZE N.V.
AZN ASTRAZENECA PLC
SHL SIEMENS HEALTHINEERS AG
VWS VESTAS WIND SYSTEMS
ARM ARM HOLDINGS PLC
- Carole Braudeau
Credit Morning 02/06/2025
EP Global Commerce intends to take Metro private; EUR 5.33 offer per share|Acqua e Sapone: acquisition of consortium members in Tuscany and Umbria and trading update|Annual targets for 2024/25 revised downwards and weak outlook for the following financial year|Loxam has launched the offering of a new € 500m bond maturing in 2030|
- Benoit Valleaux
- Steven Gould
- Thomas Zlowodzki
BRE MBANK SA
FP TOTAL SE
EQNR EQUINOR ASA
MT ARCELORMITTAL SA
DBK DEUTSCHE BANK AG
RI PERNOD RICARD SA
DEMANT DEMANT A/S
KOMB KOMERCNI BANKA A.S.
ORSTED ORSTED
RAA RATIONAL AG
SPSN SWISS PRIME SITE AG
ASSA B ASSA ABLOY AB CLASS B
INGA ING GROEP NV
AD KONINKLIJKE AHOLD DELHAIZE N.V.
AZN ASTRAZENECA PLC
SHL SIEMENS HEALTHINEERS AG
VWS VESTAS WIND SYSTEMS
ARM ARM HOLDINGS PLC
- Emmanuel Matot
- Thomas Zlowodzki
- Carole Braudeau
- Emmanuel Matot
- Thomas Zlowodzki
- Cor Kluis
- ING Helpdesk
Benelux Morning Notes
ArcelorMittal: 4Q24 EBITDA beats by 8%, strong year-end CF, dividend +10%. Ayvens: Still in neutral. BAM: Preview - non-res UK and possible share buyback. IBA: Signs first P1 system order in the South Asian region with AIG in Hyderabad, India. Kinepolis: Reasonable start to 2025 for US/Canada and France box office, attendance. Lotus Bakeries: Another strong year for Biscoff. Ontex: Post Christmas Turkey
- Guy Sips
- Hilde Van Boxstael
- Kristof Samoy
- Michiel Declercq
- Thomas Couvreur
- Wim Lewi
- Guy Sips
Lotus Bakeries FIRST LOOK – FY24 Results : Bake Baby Bake
In 2024, Lotus Bakeries achieved significant double-digit growth of almost 15.9% (KBCSe 17.2%) to € 1,232m (KBCSe 1,245.8 million). Lotus Bakeries indicated that the organic growth in FY24 is driven almost exclusively by record volume growth. Price increases have, combined with FX impact, a limited contribution of less than 2% The significant volume increase in 2024 demonstrates continued momentum and robust demand across the entire product range and across the different geographies. All thre...
- Guy Sips
- Jacob Mekhael
- Kristof Samoy
- Lynn Hautekeete
- Michiel Declercq
- Sharad Kumar S.P
- Thibault Leneeuw
- Thomas Couvreur
- Thomas Vranken
- Wim Hoste
- Wim Lewi
Dynamic Top Pick List We stick to our selection : No changes in this F...
We stick to our selection : No changes in this February update of our Dynamic Top Pick List. The 13 names are : ABN Amro, Ackermans & van Haaren, Bekaert, D'Ieteren, EVS Broadcast Equipment, Fagron, Fugro, Gimv, Melexis, Shurgard, Sofina, Warehouses De Pauw and Xior. So we continue with 7 cyclical and 6 defensive stocks in our Dynamic Top Pick List with a focus on value stocks that have been left behind. Defensive segment like holdings are overweight, as well as Real-estate that should benefit ...
- Thijs Berkelder
IBA signs Proteus®ONE system contract with AIG in Hyderabad, India
IBA signs Proteus®ONE system contract with AIG in Hyderabad, India Louvain-La-Neuve, Belgium, February 06, 2025 – (Ion Beam Applications S.A., EURONEXT), the world leader in particle accelerator technology and the world’s leading provider of proton therapy solutions for the treatment of cancer, today announces it has signed a binding agreement with the Asian Institute of Gastroenterology (AIG) for the supply of a Proteus®ONE1 compact proton therapy system to be located at the new Oncology Centre within AIG Hospitals’ Gachibowli campus in Hyderabad, India. The first payment has been recei...
IBA signe un contrat pour un système Proteus®ONE avec AIG à Hyderabad,...
IBA signe un contrat pour un système Proteus®ONE avec AIG à Hyderabad, en Inde Louvain-la-Neuve, Belgique, le 6 février 2025 - IBA (Ion Beam Applications S.A., EURONEXT) le leader mondial des technologies d’accélération de particules et le premier fournisseur mondial de solutions de protonthérapie pour le traitement du cancer, annonce aujourd'hui qu'elle a signé un accord contraignant avec l'Asian Institute of Gastroenterology (AIG) pour la fourniture d'un système de protonthérapie compact Proteus®ONE1 qui sera installé dans le nouveau centre d'oncologie du campus Gachibowli d'AIG Hospita...
ING posts full-year 2024 net profit of €6,392 million and outstanding ...
ING posts full-year 2024 net profit of €6,392 million and outstanding commercial growth ING posts full-year 2024 net profit of €6,392 million and outstanding commercial growth Full-year profit before tax of €9,300 million, supported by growing customer base and increase in lending and deposits • Mobile primary customer base rises by 1.1 million in 2024 to 14.4 million • Net core lending growth of €28 billion, or 4%, and net core deposits growth of €47 billion (7%) • Total income...
- Ian Wong
- Jayanth Kandalam
- Peter Low
- Si Yong Ng
- Tanvi Arora
Ontex reaches binding agreement to sell its Turkish subsidiary to Dile...
Ontex reaches binding agreement to sell its Turkish subsidiary to Dilek Grup Aalst, Belgium, February 5, 2025 – Ontex Group NV [EURONEXT: ONTEX], a leading international developer and producer of personal care solutions, announces that it has entered into a binding agreement to sell its Turkish subsidiary to Dilek Grup. The transaction includes Ontex’s business in Türkiye and related export business, as well as its plant in Istanbul. Ontex’s Turkish subsidiary develops, manufactures, commercializes and distributes predominantly branded personal hygiene products with leading positions in T...
Ontex bereikt bindende overeenkomst om Turkse dochteronderneming te ve...
Ontex bereikt bindende overeenkomst om Turkse dochteronderneming te verkopen aan Dilek Grup Aalst, België, 5 februari 2025 – Ontex Group NV, een toonaangevende ontwikkelaar en producent van persoonlijke verzorgingsproducten, kondigt aan dat het een bindende overeenkomst heeft gesloten om zijn Turkse dochteronderneming te verkopen aan Dilek Grup. De transactie omvat de activiteiten van Ontex in Turkije en de bijbehorende exportactiviteiten, evenals de fabriek in Istanbul. De Turkse dochteronderneming van Ontex ontwikkelt, produceert, commercialiseert en distribueert voornamelijk merkproduct...
- Markus Remis
- Martin Marandon-Carlhian
- Stephane Houri
FP TOTAL SE
PUB PUBLICIS GROUPE SA
TKA THYSSENKRUPP AG
EQNR EQUINOR ASA
MT ARCELORMITTAL SA
BEKB BEKAERT SA
DGE DIAGEO PLC
AAL ANGLO AMERICAN PLC
BNP BNP PARIBAS SA CLASS A
APAML APERAM SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
DEMANT DEMANT A/S
SZG SALZGITTER AG
EL ESSILORLUXOTTICA SA
AMUN AMUNDI SA
BRBY BURBERRY GROUP PLC
KER KERING SA
VOE VOESTALPINE AG
ACX ACERINOX SA
ISP INTESA SANPAOLO S.P.A.
FRE FRESENIUS SE & CO. KGAA
ERA ERAMET SA
SPL SANTANDER BANK POLSKA SA
01913 PRADA S.P.A.
NDA AURUBIS AG
BC8 BECHTLE AG
ELI ELIA GROUP SA/NV
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
MONC MONCLER SPA
ASSA B ASSA ABLOY AB CLASS B
PRY PRYSMIAN S.P.A.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
RACE FERRARI NV
RIO RIO TINTO PLC
BHP BHP GROUP LTD
DHER DELIVERY HERO SE
DSY DASSAULT SYSTEMES SA
GSK GSK PLC
NOVO B NOVO NORDISK A/S
- Markus Remis
- Martin Marandon-Carlhian
- Stephane Houri
FP TOTAL SE
PUB PUBLICIS GROUPE SA
TKA THYSSENKRUPP AG
EQNR EQUINOR ASA
MT ARCELORMITTAL SA
BEKB BEKAERT SA
DGE DIAGEO PLC
AAL ANGLO AMERICAN PLC
BNP BNP PARIBAS SA CLASS A
APAML APERAM SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
DEMANT DEMANT A/S
SZG SALZGITTER AG
EL ESSILORLUXOTTICA SA
AMUN AMUNDI SA
BRBY BURBERRY GROUP PLC
KER KERING SA
VOE VOESTALPINE AG
ACX ACERINOX SA
ISP INTESA SANPAOLO S.P.A.
FRE FRESENIUS SE & CO. KGAA
ERA ERAMET SA
SPL SANTANDER BANK POLSKA SA
01913 PRADA S.P.A.
NDA AURUBIS AG
BC8 BECHTLE AG
ELI ELIA GROUP SA/NV
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
MONC MONCLER SPA
ASSA B ASSA ABLOY AB CLASS B
PRY PRYSMIAN S.P.A.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
RACE FERRARI NV
RIO RIO TINTO PLC
BHP BHP GROUP LTD
DHER DELIVERY HERO SE
DSY DASSAULT SYSTEMES SA
GSK GSK PLC
NOVO B NOVO NORDISK A/S
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