Elia Group SANV: 1 director

A director at Elia Group SANV sold 1,000 shares at 108.500EUR and the significance rating of the trade was 51/100. 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 over the last two years clearly...

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 10/10/2025

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 10/10/2025

Elia Group : High voltage growth path back on track

Seeing that the construction of the Belgian energy island is now progressing well, that the new CEO is acting stricter on cost control, that the demand for new bonds of Elia Transmission Belgium and 50Hertz has remained high at attractive yields, that the German regulator is expected to improve the regulatory rates framework for the next regulatory period, and that the investment fits perfectly in Europe’s ambitions to become less dependent on Russia, we today reiterate our Outperform recommenda...

Morning Notes : FAGR BB, IVA FP, SOF BB, ENRGY BB

: FAGR BB, IVA FP, SOF BB, ENRGY BB

Morning Notes : BREB BB, OPTI BB, EXM BB, SOLB BB, WDP BB, DEME BB, JD...

: BREB BB, OPTI BB, EXM BB, SOLB BB, WDP BB, DEME BB, JDEP NA, ENRGY BB

Daimler Truck : Sustainability Weekly 8 - 12 September 2025

Last week, we published a report in which we propose ideas on the theme of sustainable sovereignty. Technip Energies signed an agreement to acquire the Advanced Materials & Catalysts business of Ecovyst Inc, a global leader in specialty catalysts and advanced materials. The IEA is expected to reintroduce its slow transition scenario, ‘Current Policies’, in its next World Energy Outlook, probably under pressure from the Trump administration. German Chancellor Merz has hinted at a slowdown in the ...

Morning Notes : ENRGY BB

: ENRGY BB

Daimler Truck : Sustainability Weekly 8 – 12 septembre 2025

La semaine passée, nous avons publié une étude où nous proposons des idées pour la thématique de la souveraineté durable. Technip a signé un accord en vue d'acquérir l'activité Advanced Materials & Catalysts d'Ecovyst Inc, leader mondial des catalyseurs spéciaux et des matériaux avancés. L'AIE devrait réintroduire son scénario de transition lente « Current Policies » dans son prochain World Energy Outlook, probablement sous la pression de l'administration Trump. Le chancelier allemand Merz a lai...

EnergyVision 1H25 Results: Successful start amid market challenges

EnergyVision's 1H results were in line with our expectations. Overall EBITDA came in at €15.2m, up 47% YoY. This is short of our expected €38m for FY25, but the company confirmed the mid-term outlook of the prospectus. For 2H25, higher valorization of energy flows are expected as the model picks up speed (€2.7m 1H25 vs €0.4m 1H24). The core ABE business' REBITDA was up 70% at €10.8m, on track beating our FY25 €21.1m target. Also note that the radiation was exceptionally low in January-March, and...

EnergyVision - Profitable green energy with a sunny growth outlook

Unique model with stable high marginsStable return by matching production and consumption. EnergyVision has developed a unique model based on green solar energy, where it matches production and consumption to create attractive stable returns. Its long-term contracts with consumers give it good visibility on the prices at which it sells its solar energy. Customers benefit from attractive prices and lower vulnerability to future price hikes.EV chargers bring even better matching. With the launch o...

EnergyVision It's a beautiful day, don't let it slip away

We initiate on EnergyVision 40 days after its successful IPO. We believe that the positive vibe from the stock market entry will reflect in its future business development. Credibility and brand recognition are key for an energy supplier. We also like its focus on the energy transition. This segment recovers from an over-excitement period (2021-22). Today's market is all about AI and Defence, while climate change is becoming more apparent with every wild fire or glacier collapse. Their customer...

Morning Notes : BFITa NA, ELI BB, ALFEN NA, TKWYa NA

: BFITa NA, ELI BB, ALFEN NA, TKWYa NA

Elia Group Raising the bar, but largely discounted in the current shar...

Elia delivered stellar 1H25 results, although driven by some exceptional factors that will be partly compensated in the 2H25 results. Mainly the shift to pro-rata accounting of the GE Capex had a large €40m positive impact. Also capitalising more interest as investments increase, had a positive effect on ETB as well as 50Hz. After the 2.2bn equity issue, Elia recovered sharply from the overhang uncertainty to trade back in line with the BEL-20 index. However, the equity raise at €61.9 per share ...

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 07/25/2025

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 25/07/2025

Elia Group : Germany drives better than expected H1 results

Benelux Morning Notes

Belgian Telecoms: Orange Belgium and Proximus MoU on Fiber deployment and increased access to gigabit networks in Wallonia. Cofinimmo: Bottom line outperforming outlook. Elia: Solid start to the year, but with some help from accounting. Heijmans: Another leg up! Proximus: Better Domestic cannot hide Proximus Global double accident, MoU an incremental negative. Signify: 2Q25 Results, better growth, lower margins. WDP: No surprises, 2025 and 2027 targets reiterated. Events Calendar

Morning Notes : COFBb BB, ES6 BB, MTLS N US, PROXb BB, WPHB BB, PHVS U...

: COFBb BB, ES6 BB, MTLS N US, PROXb BB, WPHB BB, PHVS US

Elia Group 1H25 Results blow-out on German profit recognition items

The 1H25 trading update largely overshot our expectation with 269.3m, a 48.4% increase vs. our 223.8m expectation. This was mainly thanks to much better net profit at the 50Hz division that now benefits from a pro-rata profit recognition (+28.1m), higher capitalized interest (+16.6m) and a pre-financing agreement (+13.4m). ETB also came above our expectation and benefited from a 9.7m one-off compensation. Elia confirmed its FY25 outlook for Net Group Profit to Shareholders between EUR 490m and 5...