reports
- Baptiste Salaville
- Julian Dobrovolschi
INFINEON INFINEON TECHNOLOGIES AG
IPS IPSOS
SCHP SECHE ENVIRONNEMENT
LOGI LOGITECH INTERNATIONAL S.A.
FP TOTAL SE
ENX EURONEXT NV
VIE VEOLIA ENVIRONNEMENT SA
EDEN EDENRED SA
EQNR EQUINOR ASA
ETL EUTELSAT COMMUNICATIONS SA
ENGI ENGIE SA.
EDP EDP-ENERGIAS DE PORTUGAL SA
SESGL SES SA FDR (CLASS A)
GALP GALP ENERGIA SGPS SA CLASS B
BN DANONE SA
RNO RENAULT SA
CBK COMMERZBANK AG
LISN CHOCOLADEFABRIKEN LINDT & SPRUENGLI AG
FORTUM FORTUM OYJ
TFI TELEVISION FRANCAISE 1 SA
DBG DERICHEBOURG SA
FHZN FLUGHAFEN ZURICH AG
ELG ELMOS SEMICONDUCTOR SE
EOAN E.ON SE
REE RED ELECTRICA CORP. SA
ENI ENI S.P.A.
ELE ENDESA S.A.
ORSTED ORSTED
RWE RWE AG
VER VERBUND AG CLASS A
VOW3 VOLKSWAGEN AG PREF
HEN3 HENKEL AG & CO. KGAA PREF
ENEL ENEL SPA
WPP WPP PLC
REP REPSOL SA
SOI SOITEC SA
ERG ERG S.P.A.
AIXA AIXTRON SE
GAS NATURGY ENERGY GROUP S.A.
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
ELI ELIA GROUP SA/NV
SESL SES-IMAGOTAG SA
PGHN PARTNERS GROUP HOLDING AG
EDW EDP RENOVAVEIS SA
SAX STROEER SE & CO. KGAA
SSO SCATEC ASA
MELE MELEXIS NV
ENG ENAGAS SA
TIT TELECOM ITALIA S.P.A.
RENE REDES ENERGETICAS NACIONAIS SA
IBE IBERDROLA SA
VLTSA VOLTALIA
FNTN FREENET AG
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
IDR INDRA SISTEMAS S.A. CLASS A
ASML ASML HOLDING NV
BP. BP P.L.C.
BFSA BEFESA SA
REY REPLY S.P.A.
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
WAVE WAVESTONE SA
GRE GRENERGY RENOVABLES
PHNX PHOENIX GROUP HOLDINGS PLC
NEXI NEXI S.P.A.
DSC1 DUTCH STAR C SHAR
BAR BARCO NV
AG1 AUTO1 GROUP
NA9 NAGARRO
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
DSY DASSAULT SYSTEMES SA
OVH OVH GROUPE
SHEL SHELL PLC
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
ARM ARM HOLDINGS PLC
UN0 UNIPER SE
EXENS EXOSENS
AMS AMS-OSRAM AG
ALHG LOUIS HACHETTE GROUP
- Baptiste Salaville
- Julian Dobrovolschi
IPS IPSOS
SCHP SECHE ENVIRONNEMENT
LOGI LOGITECH INTERNATIONAL S.A.
FP TOTAL SE
ENX EURONEXT NV
VIE VEOLIA ENVIRONNEMENT SA
EDEN EDENRED SA
EQNR EQUINOR ASA
ETL EUTELSAT COMMUNICATIONS SA
ENGI ENGIE SA.
EDP EDP-ENERGIAS DE PORTUGAL SA
SESGL SES SA FDR (CLASS A)
GALP GALP ENERGIA SGPS SA CLASS B
FORTUM FORTUM OYJ
TFI TELEVISION FRANCAISE 1 SA
DBG DERICHEBOURG SA
ELG ELMOS SEMICONDUCTOR SE
EOAN E.ON SE
BOSS HUGO BOSS AG
REE RED ELECTRICA CORP. SA
ENI ENI S.P.A.
ELE ENDESA S.A.
ORSTED ORSTED
RWE RWE AG
VER VERBUND AG CLASS A
ENEL ENEL SPA
WPP WPP PLC
REP REPSOL SA
SOI SOITEC SA
ERG ERG S.P.A.
AIXA AIXTRON SE
GAS NATURGY ENERGY GROUP S.A.
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
KOMN KOMAX HOLDING AG
ELI ELIA GROUP SA/NV
SESL SES-IMAGOTAG SA
EDW EDP RENOVAVEIS SA
SAX STROEER SE & CO. KGAA
SSO SCATEC ASA
MELE MELEXIS NV
ENG ENAGAS SA
TIT TELECOM ITALIA S.P.A.
TWEKA TKH GROUP N.V. CERT
RENE REDES ENERGETICAS NACIONAIS SA
IBE IBERDROLA SA
VLTSA VOLTALIA
MOB MOBILEZONE HOLDING AG
FNTN FREENET AG
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
IDR INDRA SISTEMAS S.A. CLASS A
COPN COSMO PHARMACEUTICALS NV
BP. BP P.L.C.
BFSA BEFESA SA
REY REPLY S.P.A.
STM STMICROELECTRONICS NV
DMP DERMAPHARM HOLDING SE
M MED LIFE
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
WAVE WAVESTONE SA
GRE GRENERGY RENOVABLES
NEXI NEXI S.P.A.
DSC1 DUTCH STAR C SHAR
BAR BARCO NV
AG1 AUTO1 GROUP
NA9 NAGARRO
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
DSY DASSAULT SYSTEMES SA
OVH OVH GROUPE
SHEL SHELL PLC
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
ARM ARM HOLDINGS PLC
UN0 UNIPER SE
EXENS EXOSENS
AMS AMS-OSRAM AG
SPG SPRINGER NATURE AG & CO. KGAA
ALHG LOUIS HACHETTE GROUP
- Baptiste Salaville
- Julian Dobrovolschi
IPS IPSOS
SCHP SECHE ENVIRONNEMENT
LOGI LOGITECH INTERNATIONAL S.A.
FP TOTAL SE
ENX EURONEXT NV
VIE VEOLIA ENVIRONNEMENT SA
EDEN EDENRED SA
EQNR EQUINOR ASA
ETL EUTELSAT COMMUNICATIONS SA
ENGI ENGIE SA.
EDP EDP-ENERGIAS DE PORTUGAL SA
SESGL SES SA FDR (CLASS A)
GALP GALP ENERGIA SGPS SA CLASS B
FORTUM FORTUM OYJ
TFI TELEVISION FRANCAISE 1 SA
DBG DERICHEBOURG SA
ELG ELMOS SEMICONDUCTOR SE
EOAN E.ON SE
BOSS HUGO BOSS AG
REE RED ELECTRICA CORP. SA
ENI ENI S.P.A.
ELE ENDESA S.A.
ORSTED ORSTED
RWE RWE AG
VER VERBUND AG CLASS A
ENEL ENEL SPA
WPP WPP PLC
REP REPSOL SA
SOI SOITEC SA
ERG ERG S.P.A.
AIXA AIXTRON SE
GAS NATURGY ENERGY GROUP S.A.
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
KOMN KOMAX HOLDING AG
ELI ELIA GROUP SA/NV
SESL SES-IMAGOTAG SA
EDW EDP RENOVAVEIS SA
SAX STROEER SE & CO. KGAA
SSO SCATEC ASA
MELE MELEXIS NV
ENG ENAGAS SA
TIT TELECOM ITALIA S.P.A.
TWEKA TKH GROUP N.V. CERT
RENE REDES ENERGETICAS NACIONAIS SA
IBE IBERDROLA SA
VLTSA VOLTALIA
MOB MOBILEZONE HOLDING AG
FNTN FREENET AG
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
IDR INDRA SISTEMAS S.A. CLASS A
COPN COSMO PHARMACEUTICALS NV
BP. BP P.L.C.
BFSA BEFESA SA
REY REPLY S.P.A.
STM STMICROELECTRONICS NV
DMP DERMAPHARM HOLDING SE
M MED LIFE
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
WAVE WAVESTONE SA
GRE GRENERGY RENOVABLES
NEXI NEXI S.P.A.
DSC1 DUTCH STAR C SHAR
BAR BARCO NV
AG1 AUTO1 GROUP
NA9 NAGARRO
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
DSY DASSAULT SYSTEMES SA
OVH OVH GROUPE
SHEL SHELL PLC
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
ARM ARM HOLDINGS PLC
UN0 UNIPER SE
EXENS EXOSENS
AMS AMS-OSRAM AG
SPG SPRINGER NATURE AG & CO. KGAA
ALHG LOUIS HACHETTE GROUP
- Baptiste Salaville
- Julian Dobrovolschi
INFINEON INFINEON TECHNOLOGIES AG
IPS IPSOS
SCHP SECHE ENVIRONNEMENT
LOGI LOGITECH INTERNATIONAL S.A.
FP TOTAL SE
ENX EURONEXT NV
VIE VEOLIA ENVIRONNEMENT SA
EDEN EDENRED SA
EQNR EQUINOR ASA
ETL EUTELSAT COMMUNICATIONS SA
ENGI ENGIE SA.
EDP EDP-ENERGIAS DE PORTUGAL SA
SESGL SES SA FDR (CLASS A)
GALP GALP ENERGIA SGPS SA CLASS B
BN DANONE SA
RNO RENAULT SA
CBK COMMERZBANK AG
LISN CHOCOLADEFABRIKEN LINDT & SPRUENGLI AG
FORTUM FORTUM OYJ
TFI TELEVISION FRANCAISE 1 SA
DBG DERICHEBOURG SA
FHZN FLUGHAFEN ZURICH AG
ELG ELMOS SEMICONDUCTOR SE
EOAN E.ON SE
REE RED ELECTRICA CORP. SA
ENI ENI S.P.A.
ELE ENDESA S.A.
ORSTED ORSTED
RWE RWE AG
VER VERBUND AG CLASS A
VOW3 VOLKSWAGEN AG PREF
HEN3 HENKEL AG & CO. KGAA PREF
ENEL ENEL SPA
WPP WPP PLC
REP REPSOL SA
SOI SOITEC SA
ERG ERG S.P.A.
AIXA AIXTRON SE
GAS NATURGY ENERGY GROUP S.A.
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
ELI ELIA GROUP SA/NV
SESL SES-IMAGOTAG SA
PGHN PARTNERS GROUP HOLDING AG
EDW EDP RENOVAVEIS SA
SAX STROEER SE & CO. KGAA
SSO SCATEC ASA
MELE MELEXIS NV
ENG ENAGAS SA
TIT TELECOM ITALIA S.P.A.
RENE REDES ENERGETICAS NACIONAIS SA
IBE IBERDROLA SA
VLTSA VOLTALIA
FNTN FREENET AG
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
IDR INDRA SISTEMAS S.A. CLASS A
ASML ASML HOLDING NV
BP. BP P.L.C.
BFSA BEFESA SA
REY REPLY S.P.A.
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
WAVE WAVESTONE SA
GRE GRENERGY RENOVABLES
PHNX PHOENIX GROUP HOLDINGS PLC
NEXI NEXI S.P.A.
DSC1 DUTCH STAR C SHAR
BAR BARCO NV
AG1 AUTO1 GROUP
NA9 NAGARRO
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
DSY DASSAULT SYSTEMES SA
OVH OVH GROUPE
SHEL SHELL PLC
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
ARM ARM HOLDINGS PLC
UN0 UNIPER SE
EXENS EXOSENS
AMS AMS-OSRAM AG
ALHG LOUIS HACHETTE GROUP
- ING Helpdesk
Benelux Morning Notes
Aedifica and Cofinimmo: Exchange offer complete and new board members appointed. D'Ieteren: Change in CEO at Moleskine, preview FY25. Euronext: Positive volume momentum continues. Retail Estates: €27m retail park development. Staffing: French January trend softer on tough comps, February outlook better
- Guy Sips
- Michiel Declercq
- Wim Lewi
- Wim Lewi
Elia Group FY26 outlook powered by German unit 50Hz, model update
Elia initiated a strong FY26 outlook for Net Group Profit between EUR 690m and 740m vs. our new estimate of 699m. The outlook is now based on a 10y OLO of 3.2% vs. 3.1% previously and a 10y bund of 2.8% vs. 2.5%. In Germany (50Hz), the outlook is particularly strong thanks to high Capex remuneration and Interest capitalisation. We expect Elia shares to consolidate its strong performance as it has been a good hiding place in the current market uncertainty. Grids have become part of the Datacente...
Montea NV: 1 director
A director at Montea NV bought 2,000 shares at 70.100EUR and the significance rating of the trade was 64/100. 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 show...
- Louis Boujard
- CFA
- Philippe Ourpatian
ODDO : 2026 scenario: things were going well, until now
The current context heralds a new period of uncertainty, but this will not undermine the growth cycle for utilities, marked by price normalisation, accelerating demand and the increasing complexity of the electricity system, due to the intermittency of renewables, congestion and the need for flexibility. In this context, selectivity is key, between players seeking profitable growth internationally and those waiting on their domestic market. We maintain our sector hierarchy in favour of earnings ...
VIE VEOLIA ENVIRONNEMENT SA
ENGI ENGIE SA.
EDP EDP-ENERGIAS DE PORTUGAL SA
FORTUM FORTUM OYJ
DBG DERICHEBOURG SA
EOAN E.ON SE
REE RED ELECTRICA CORP. SA
ELE ENDESA S.A.
ORSTED ORSTED
RWE RWE AG
VER VERBUND AG CLASS A
ENEL ENEL SPA
ERG ERG S.P.A.
GAS NATURGY ENERGY GROUP S.A.
ELI ELIA GROUP SA/NV
EDW EDP RENOVAVEIS SA
SSO SCATEC ASA
ENG ENAGAS SA
RENE REDES ENERGETICAS NACIONAIS SA
IBE IBERDROLA SA
VLTSA VOLTALIA
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
BFSA BEFESA SA
GRE GRENERGY RENOVABLES
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
UN0 UNIPER SE
- Louis Boujard
- CFA
- Philippe Ourpatian
ODDO : Scénario 2026 : jusqu’ici tout allait bien
Le contexte actuel ouvre une nouvelle période d’incertitude mais qui ne remettra pas en cause le cycle de croissance des Utilities, marqué par la normalisation des prix, l’accélération de la demande et la complexification accrue du système électrique, en raison de l’intermittence des renouvelables, des congestions et du besoin de flexibilité. Dans ce contexte, la sélectivité est déterminante, entre les acteurs qui cherchent la croissance rentable à l’international et ceux qui patientent sur leur...
VIE VEOLIA ENVIRONNEMENT SA
ENGI ENGIE SA.
EDP EDP-ENERGIAS DE PORTUGAL SA
FORTUM FORTUM OYJ
DBG DERICHEBOURG SA
EOAN E.ON SE
REE RED ELECTRICA CORP. SA
ELE ENDESA S.A.
ORSTED ORSTED
RWE RWE AG
VER VERBUND AG CLASS A
ENEL ENEL SPA
ERG ERG S.P.A.
GAS NATURGY ENERGY GROUP S.A.
ELI ELIA GROUP SA/NV
EDW EDP RENOVAVEIS SA
SSO SCATEC ASA
ENG ENAGAS SA
RENE REDES ENERGETICAS NACIONAIS SA
IBE IBERDROLA SA
VLTSA VOLTALIA
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
BFSA BEFESA SA
GRE GRENERGY RENOVABLES
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
UN0 UNIPER SE
- BC-bc user
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Livio Luyten
- Lynn Hautekeete
- Michiel Declercq
- Wim Lewi
- Olfa Taamallah
- Thomas Zlowodzki
- Yan Derocles
CON CONTINENTAL AKTIENGESELLSCHAFT
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
RNO RENAULT SA
ADS ADIDAS AG
VOLV B VOLVO AB CLASS B
EO FAURECIA SA
DAI DAIMLER AG
EN BOUYGUES SA
ADEN ADECCO GROUP AG
POM PLASTIC OMNIUM SE
TYRES NOKIAN RENKAAT OYJ
MRK MERCK KGAA
HAL HAL TRUST
RAND RANDSTAD NV
FR VALEO SE
FRE FRESENIUS SE & CO. KGAA
VOW3 VOLKSWAGEN AG PREF
AMP AMPLIFON S.P.A.
ELI ELIA GROUP SA/NV
CIE CIE AUTOMOTIVE S.A.
LEG LEG IMMOBILIEN AG
ANDR ANDRITZ AG
RACE FERRARI NV
PIRC PIRELLI & C. S.P.A.
GEST GESTAMP AUTOMOCION S.A.
NEXI NEXI S.P.A.
8TRA TRATON SE
CPR DAVIDE CAMPARI-MILANO N.V.
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
STLA STELLANTIS N.V.
AM DASSAULT AVIATION
DTG DAIMLER TRUCK
IVG IVECO GROUP
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
ALIV SDB AUTOLIV INC.
BRE BREMBO S.P.A.
CSG CSG N.V.
- Olfa Taamallah
- Thomas Zlowodzki
- Yan Derocles
CON CONTINENTAL AKTIENGESELLSCHAFT
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
RNO RENAULT SA
ADS ADIDAS AG
VOLV B VOLVO AB CLASS B
EO FAURECIA SA
DAI DAIMLER AG
EN BOUYGUES SA
ADEN ADECCO GROUP AG
POM PLASTIC OMNIUM SE
TYRES NOKIAN RENKAAT OYJ
MRK MERCK KGAA
HAL HAL TRUST
RAND RANDSTAD NV
FR VALEO SE
FRE FRESENIUS SE & CO. KGAA
VOW3 VOLKSWAGEN AG PREF
AMP AMPLIFON S.P.A.
ELI ELIA GROUP SA/NV
CIE CIE AUTOMOTIVE S.A.
LEG LEG IMMOBILIEN AG
ANDR ANDRITZ AG
RACE FERRARI NV
PIRC PIRELLI & C. S.P.A.
GEST GESTAMP AUTOMOCION S.A.
NEXI NEXI S.P.A.
8TRA TRATON SE
CPR DAVIDE CAMPARI-MILANO N.V.
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
STLA STELLANTIS N.V.
AM DASSAULT AVIATION
DTG DAIMLER TRUCK
IVG IVECO GROUP
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
ALIV SDB AUTOLIV INC.
BRE BREMBO S.P.A.
CSG CSG N.V.
- ING Helpdesk
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Jesse Norcross
- Nadège Tillier
- Timothy Rahill
- Guy Sips
- Hilde Van Boxstael
- Kristof Samoy
- Livio Luyten
- Lynn Hautekeete
- Thibault Leneeuw
- Wim Hoste
- Wim Lewi
- Wim Lewi
Elia Group FY25 underlying result in line, but strong German outlook F...
The FY25 group net profit stood at 556.6m, a 32.1% increase yoy vs. our 525.9m expectation. This was mainly thanks to tax compensations in Germany and at the holding level. Net profit grew 58% at the 50Hz division to 388m vs. 368m expected that benefited from a higher 10y bund. ETB came in line with our expectation at 272m vs. 274m. The non-regulated division however realised a net profit of 5.3m vs. a net loss of 12.8m expected thanks to 44m tax compensation. Elia initiated a strong FY26 outloo...
- Thijs Berkelder
- Guy Sips
- Jacob Mekhael
- Kristof Samoy
- Livio Luyten
- Lynn Hautekeete
- Michiel Declercq
- Thibault Leneeuw
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
Dynamic Top Pick List Update March 2026: Removing Aedifica – Adding Pr...
The tariff war between US and China has eased, but with the Iran conflict and an erratic Trump, uncertainty will continue into 2027. Energy prices have gone ballistic, with gas prices doubling in Europe and has hit the cyclical stocks hard. The highly anticipated AI productivity gains also will have to transpire sooner or later or a US market correction becomes unavoidable. While the macro-economic impact has been limited so far, a prolonged uncertain situation will result in economic damage. We...
WKL WOLTERS KLUWER NV
EVS EVS BROADCAST EQUIPMENT SA
UCB UCB S.A.
DIE D'IETEREN SA
SOF SOFINA SA
IBAB ION BEAM APPLICATIONS SA
ROYAL VOPAK NV
AED AEDIFICA SA
CSM CORBION NV
ABI ANHEUSER-BUSCH INBEV SA/NV
ARGX ARGEN-X SE
WDP WAREHOUSES DE PAUW SCA
AZE AZELIS GROUP NV
DEME DEME GROUP NV
SHUR SHURGARD SELF STORAGE LIMITED
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