reports
- Michiel Declercq
Just Eat Takeaway Prosus launches offer
Following the agreement on February 24th between Prosus and JET to acquire 100% of JET shares at € 20.30ps, Prosus officially launched the all cash offer today, with the offer period starting on May 20th 2025. The offer will be declared unconditional if the acceptance reaches 95%. The 95% threshold will be reduced to 80% if the Post-offer restructuring resolutions are adopted by the AGM on July 8th 2025. These restructuring resolutions imply and asset sale and liquidation event which would resul...
- ING Helpdesk
Benelux Morning Notes
EVS: Weak start to the year, sales guidance maintained excluding FX, EBIT guidance low Just Eat Takeaway.com: Prosus offer launched KBC: CFO meeting – navigating above targets, strong loan growth & NII path NEPI Rockcastle: Robust Q1 results, strong top line Xior Student Housing: Dutch rent freeze not applicable to Xior
- Guy Sips
- Hilde Van Boxstael
- Lynn Hautekeete
- Michiel Declercq
- Wim Lewi
- Guy Sips
Melexis Managing the present and preparing the future
We updated our model (€ 70 Target Price and Buy rating reiterated) after 1Q25 sales were in line with expectations. Amid more volatile market conditions, Melexis remain fully focused on the things within its control, managing the present and preparing the future. Melexis 1H25 outlook is in line with expectations in spite of the recent weakening of the USD. Melexis expect that they will progressively convert the increased number of new products and design wins into sales. Due to the ongoing inve...
- Francesca Ferragina
- Michiel Vereycken
Aedifica and Cofinimmo/Better together
Aedifica has launched an offer for 100% of Cofinimmo shares at a 1.16x ratio (2.9% discount to EPRA NTA). We believe the deal makes strategic sense, as recognised by Cofinimmo's management, which has replied with a counter proposal at 1.21x (1.3% premium to NTA). We think Aedifica's offer is a serious one and Cofinimmo's response, being very close, looks reasonable without substantially altering the economics of the deal. It is often remarked that the first proposal is never the best one and Aed...
2025 Annual General Meeting of Shareholders adopts all resolutions
2025 Annual General Meeting of Shareholders adopts all resolutions PRESS RELEASE Wolters Kluwer 2025 Annual General Meeting of Shareholders adopts all resolutions Alphen aan den Rijn — May 15, 2025 — Wolters Kluwer, a global leader of professional information solutions, software, and services, announces that all resolutions were adopted as proposed at today’s Annual General Meeting of Shareholders (AGM). Composition of Executive Board and Supervisory BoardThe AGM appointed Ms. Stacey Caywood as new member of the Executive Board of Wolters Kluwer. The Supervisory Board intends to appoint ...
Share Buyback Transaction Details May 8 – May 14, 2025
Share Buyback Transaction Details May 8 – May 14, 2025 PRESS RELEASE Share Buyback Transaction Details May 8 – May 14, 2025 Alphen aan den Rijn – May 15, 2025 - Wolters Kluwer (Euronext: WKL), a global leader in professional information, software solutions, and services, today reports that it has repurchased 225,090 of its own ordinary shares in the period from May 8, 2025, up to and including May 14, 2025, for €35.4 million and at an average share price of €157.13. These repurchases are part of the share buyback program announced on February 26, 2...
Melexis Appoints Two New Directors to Its Board of Directors
Melexis Appoints Two New Directors to Its Board of Directors Tessenderlo-Ham, Belgium – May 15, 2025 Melexis NV (Euronext Brussels: MELE), a global supplier of micro-electronic semiconductor solutions, announces the appointment of two new members to the board of directors following the approval by the annual shareholders’ meeting held on May 13, 2025. The announcement of Ms. Ling Qi and Mr. Kazuhiro Takenaka underlines Melexis’ focused ambitions in the Asia-Pacific Region (APAC). Ms. Ling Qi has more than 20 years of international business management experience. Currently, she is CEO of...
Outcome of the 2025 Shareholders’ Meeting
Outcome of the 2025 Shareholders’ Meeting Press release Regulated information Shareholders expressed strong support for all resolutions, with an approval rate of over 90%. Brussels, May 13, 2025 - 5.45pm CEST Solvay held its Ordinary General Shareholders’ Meeting in Brussels, where all resolutions received strong shareholder support, exceeding 90% of votes, and included: The payment of a gross dividend of €2.43 per share for the year 2024. After deducting the interim dividend of €0.97 gross per share, paid on 22 January 202...
Résultats de l’assemblée générale des actionnaires 2025
Résultats de l’assemblée générale des actionnaires 2025 Communiqué de presse Information réglementée Les actionnaires ont exprimé un fort soutien à toutes les résolutions, avec un taux d'approbation de plus de 90 %. Bruxelles, le 13 mai 2025 - 17h45 CEST Solvay a tenu son assemblée générale des actionnaires à Bruxelles, où toutes les résolutions ont reçu un fort soutien des actionnaires, dépassant 90% des voix, et comprenaient: le versement d’un dividende brut de 2,43 € par action pour l’année 2024. Après déduction de l'acompte sur...
Resultaat van de Algemene Vergadering van Aandeelhouders van 2025
Resultaat van de Algemene Vergadering van Aandeelhouders van 2025 Persbericht Gereglementeerde informatie Aandeelhouders spraken hun sterke steun uit voor alle resoluties, met een goedkeuringspercentage van meer dan 90% Brussel, 13 mei 2025 - 17u45 CEST Solvay hield zijn Algemene Vergadering van Aandeelhouders in Brussel en de aandeelhouders steunden nadrukkelijk alle resoluties, met meer dan 90% van de stemmen, waaronder: De uitbetaling van een brutodividend van €2,43 per aandeel voor het jaar 2024. Na aftrek van het interimdivi...
- Jacob Mekhael
- Kristof Samoy
- Thibault Leneeuw
- Thomas Couvreur
- Wim Hoste
- Wim Hoste
Solvay Taking a more prudent earnings scenario, lowering target price
After a weak start of the year with a 6% decline in adjusted EBITDA in 1Q25, Solvay now expects FY25 adjusted EBITDA to land in the lower half of the previously given guidance range of € 1.0-1.1bn and we have set our new forecast close to the bottom end of this range. Weak macro conditions, which is mainly visible in soda ash, are for the moment more than offsetting the good progress with efficiency improvement measures. With current EBITDA generation, almost all FCF is absorbed to pay the high ...
Aedifica NV/SA: Convocation to the Extraordinary General Meeting of 12...
Aedifica NV/SA: Convocation to the Extraordinary General Meeting of 12 June 2025 More information regarding the Extraordinary General Meeting of Thursday 12 June 2025 is available on Aedifica’s website via the link below and can be accessed subject to the usual restrictions.
- ING Helpdesk
Melexis: update on the share buy-back program
Melexis: update on the share buy-back program Press release - Regulated Information Ieper, Belgium – 12 May 2025, 17.45 hrs CET Further to the initiation of the share buy-back program announced on 10 December 2024, Melexis reports the purchase of 47,500 Melexis shares on Euronext Brussels in the period from 2 to 9 May 2025. Trade dateTotal shares purchasedAverage price (€)Min price (€)Max price (€)Buyback amount (€)2/5/20258,50054.5253.2554.95463,4505/5/20259,00054.2954.0555.05488,5866/5/20258,00053.2452.7554.30425,8947/5/20258,00053.4952.9553.70427,9198/5/20257,00054.4853.8055.10381,34...
- Stijn Demeester
Solvay/Model update post 1Q25/BUY
Following Solvay's 1Q25 results we lower our Underlying EBITDA estimates by c.7% and our target price from €35.0 to €33.5. We maintain our BUY on the back of Solvay's attractive dividend yield of c.8% and with the c.10% share price correction following the 1Q25 results seen as overdone.
Melexis: update over het aandeleninkoopprogramma
Melexis: update over het aandeleninkoopprogramma Persbericht - Gereglementeerde informatie Ieper, België – 12 mei 2025, 07.00 uur CET Naar aanleiding van het aandeleninkoopprogramma dat op 10 december 2024 werd aangekondigd, maakt Melexis bekend dat er 47.500 eigen aandelen ingekocht werden op Euronext Brussel tussen 2 en 9 mei 2025. InkoopdatumAantal verworven aandelenGemiddelde prijs (€)Laagste prijs (€)Hoogste prijs (€)Aankoop bedrag (€)2/5/20258.50054,5253,2554,95463.4505/5/20259.00054,2954,0555,05488.5866/5/20258.00053,2452,7554,30425.8947/5/20258.00053,4952,9553,70427.9198/5/20257...
- ING Helpdesk
Benelux Morning Notes
Aedifica, Cofinimmo: Aedifica CMD feedback bpost: 1Q25 results beat strongly, outlook surprises Brunel: 1Q25 results disappoint on perm, weak revenue Cofinimmo, Aedifica: Negative reaction on Aedifica offer Eurocommercial Properties: Good with no surprise Montea: Good results, guidance reconfirmed Proximus: Small 1Q beat, guidance reiterated, soft commercial performance Sif Group: The jury is still out Talabat: Preview 1Q25 Universal Music Group: Peer Warner Music slowdown in streaming and prof...
GBLB GROUPE BRUXELLES LAMBERT SA
PNL POSTNL NV
COFB COFINIMMO SA
MONT MONTEA SCA
AED AEDIFICA SA
AALB AALBERTS N.V.
BPOST BPOST SA
BRNL BRUNEL INTERNATIONAL N.V.
VGP VGP NV
SIFG SIF HOLDING NV
UMG UNIVERSAL MUSIC GROUP NV
ECMPA EUROCOMMERCIAL PROPERTIES NV
CTPNV CTP NV
TALABAT TALABAT HOLDING PLC
- Hilde Van Boxstael
- Jacob Mekhael
- Lynn Hautekeete
- Michiel Declercq
- Thomas Vranken
- Wim Hoste
- Wim Lewi
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