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Emira Sagaama ... (+2)
  • Emira Sagaama
  • Emmanuel Matot
BEKB BEKAERT SA
ZIL2 ELRINGKLINGER AG
ALTR ALTRI SGPS SA
FR VALEO SE
ADVI ADVINI
SOI SOITEC SA
TIETO TIETOEVRY OYJ
DOC DO & CO AKTIENGESELLSCHAFT
GNFT GENFIT SA
KENDR KENDRION NV
11B 11 BIT STUDIOS S.A.
CSM CORBION NV
NKT NKT A/S
R3NK RENK GROUP AG
PFSE PFISTERER HOLDING SE
11/21/25 November 21, 2025 1 EN
Emira Sagaama ... (+2)
  • Emira Sagaama
  • Emmanuel Matot
BEKB BEKAERT SA
ZIL2 ELRINGKLINGER AG
ALTR ALTRI SGPS SA
FR VALEO SE
ADVI ADVINI
SOI SOITEC SA
TIETO TIETOEVRY OYJ
DOC DO & CO AKTIENGESELLSCHAFT
GNFT GENFIT SA
KENDR KENDRION NV
11B 11 BIT STUDIOS S.A.
CSM CORBION NV
NKT NKT A/S
R3NK RENK GROUP AG
PFSE PFISTERER HOLDING SE
11/21/25 November 21, 2025 1 FR
Martijn Den Drijver
  • Martijn Den Drijver
11/21/25 November 21, 2025 1 EN
Martijn Den Drijver
  • Martijn Den Drijver
11/11/25 November 11, 2025 1 EN
ING Helpdesk
  • ING Helpdesk
PREMIUM
RAND RANDSTAD NV
HEIJM Heijmans N.V. C... ... (+6)

Benelux Morning Notes

Adyen: CMD press release; strong growth for the years ahead. Heijmans: Nice bolt-on! Kendrion: Hitting a 15.5% EBITDA margin in 3Q25. Staffing Sector: French staffing: September trend weaker but October outlook slightly better despite tougher comps. TKH Group: Weak 3Q EBITA, keeps FY outlook

RAND RANDSTAD NV
HEIJM HEIJMANS N.V. CERT
KENDR
TWEKA KENDRION NV
ADYEN TKH GROUP N.V. CERT
ADYEN NV
11/11/25 November 11, 2025 1 EN
ING Helpdesk
  • ING Helpdesk
PREMIUM
PROX Proximus SA de ...
WHA WERELDHAVE N.V. ... (+10)

Benelux Morning Notes

Azelis: Appointment of Boris Cambon-Lalanne as group CFO. Belgian Telecoms: Price increase on most of the non-commercialised products and Scarlet trio. D'Ieteren: Belgian October car registrations down 7%, VW down 20%. Kendrion: Results preview; launching share buyback programme. Kinepolis: Acquires US movie theatre chain Emagine Entertainment for US$105m. Kinepolis: October box office in US/Canada and France attendance drop again. Ontex: Branded activity now fully divested. Philip...

PROX PROXIMUS SA DE DROIT PUBLIC
WHA WERELDHAVE N.V.
PHIA KONINKLIJKE PHILIPS N.V.
UCB UCB S.A.
DIE D'IETEREN SA
KENDR KENDRION NV
ONTEX ONTEX GROUP N.V.
KIN KINEPOLIS GROUP NV
OBEL ORANGE BELGIUM SA
AZE AZELIS GROUP NV
11/04/25 November 4, 2025 1 EN
David Vagman ... (+2)
  • David Vagman
  • CFA
PREMIUM
KENDR KENDRION NV

Kinepolis/Low 3Q25 expectations, case hinges on M&A/BUY

After a poor summer 2025, a slightly better September, we cut our 2025F-2026F-2027F visitor estimates by 2%, our EBITDAL by 4%, our EPS by 6-7%, and our target price from €43 to €41. We are 8% below consensus EBITDAL 2025F, 5% below for 2026F and 15% below consensus EPS 2025F, 10% below 2026F. We are more prudent on the box office recovery, with attendance 2025F-2026F-2027F at 63.4%, 66.5% and 66.3% of pre-Covid levels, down from a post-Covid “peak” of 69.5% in 2023 (‘Barbie') and compared to 63...

10/17/25 October 17, 2025 1 EN
Tijs Hollestelle
  • Tijs Hollestelle
PREMIUM
KENDR KENDRION NV

Kendrion/Phoenix/BUY

Kendrion's transformation into a dedicated industrial company with a sound balance sheet is complete. In three major strategic steps Kendrion has removed its exposure to the struggling global automotive industry. This exposure has been a drag on the results and cash flow generating power of the company since 2018. We also believe investors applied a valuation discount to Kendrion to reflect this. The sale of the bulk of the automotive business (US and EU) to Solero Technologies in April 2024, th...

10/06/25 October 6, 2025 1 EN
Baptiste Salaville ... (+3)
  • Baptiste Salaville
  • Bruno Cavalier
  • Jean Danjou
WCH WACKER CHEMIE AG
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
ATE ALTEN SA
BON BONDUELLE SCA
01913 PRADA S.P.A.
KENDR KENDRION NV
MONC MONCLER SPA
TWEKA TKH GROUP N.V. CERT
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
TRP TERAPLAST
AVTX AVANTIUM N.V.
09/29/25 September 29, 2025 1 EN
Baptiste Salaville ... (+3)
  • Baptiste Salaville
  • Bruno Cavalier
  • Jean Danjou
WCH WACKER CHEMIE AG
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
ATE ALTEN SA
BON BONDUELLE SCA
01913 PRADA S.P.A.
KENDR KENDRION NV
MONC MONCLER SPA
TWEKA TKH GROUP N.V. CERT
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
TRP TERAPLAST
AVTX AVANTIUM N.V.
09/29/25 September 29, 2025 1 FR
Martijn Den Drijver
  • Martijn Den Drijver
09/29/25 September 29, 2025 1 EN
ING Helpdesk
  • ING Helpdesk
PREMIUM
UCB UCB S.A.
KENDR KENDRION NV

Benelux Morning Notes

Kendrion: Divests remaining automotive business. UCB: Competitor Sonelokimab fails to impress in HS

UCB UCB S.A.
KENDR KENDRION NV
09/29/25 September 29, 2025 1 EN
Jovan Sikimic
  • Jovan Sikimic
KENDR KENDRION NV
DIC DIC ASSET AG
TLV BANCA TRANSILVANIA S.A.
COPN COSMO PHARMACEUTICALS NV
AT1 AROUNDTOWN SA
SRAIL STADLER RAIL AG
WINE PURCARI WINERIES PCL
NXFIL NX FILTRATION HLDG BV
PFSE PFISTERER HOLDING SE
SHA SCHAEFFLER AG
08/27/25 August 27, 2025 1 FR
Jovan Sikimic
  • Jovan Sikimic
KENDR KENDRION NV
DIC DIC ASSET AG
TLV BANCA TRANSILVANIA S.A.
COPN COSMO PHARMACEUTICALS NV
AT1 AROUNDTOWN SA
SRAIL STADLER RAIL AG
NXFIL NX FILTRATION HLDG BV
PFSE PFISTERER HOLDING SE
SHA SCHAEFFLER AG
08/27/25 August 27, 2025 1 EN
Martijn Den Drijver
  • Martijn Den Drijver
08/27/25 August 27, 2025 1 EN
ING Helpdesk
  • ING Helpdesk
PREMIUM
AGS AGEAS SA/NV
RET Retail Estates ... ... (+4)

Benelux Morning Notes

Ageas: 1H leads to increase in 2025 net result guidance, but also FCF. IMCD: Material acquisition in Italy. Kendrion: Unlocking value, sells Chinese business at high multiple. Retail Estates: Limited impact of Leen Bakker judicial reorganization

AGS AGEAS SA/NV
RET RETAIL ESTATES NV
KENDR KENDRION NV
INX IMCD N.V.
08/27/25 August 27, 2025 1 EN
Roy Külter ... (+2)
  • Roy Külter
  • Steven Boumans
MBB MBB INDUSTRIES SE
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
MONT MONTEA SCA
KENDR KENDRION NV
PFSE PFISTERER HOLDING SE
08/22/25 August 22, 2025 1 EN
Roy Külter ... (+2)
  • Roy Külter
  • Steven Boumans
MBB MBB INDUSTRIES SE
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
MONT MONTEA SCA
KENDR KENDRION NV
08/22/25 August 22, 2025 1 FR
Martijn Den Drijver
  • Martijn Den Drijver
08/22/25 August 22, 2025 1 EN
ING Helpdesk
  • ING Helpdesk
PREMIUM
KENDR KENDRION NV
SIFG SIF HOLDING NV ... (+4)

Benelux Morning Notes

Ahold Delhaize: To divest 87 stores in Romania. DEME Group: Preview – a busy first half year. Kendrion: Preview - 2Q similar to 1Q. Sif Group: Preview - quarterly jump in EBITDA close?

KENDR KENDRION NV
SIFG SIF HOLDING NV
AD KONINKLIJKE AHOLD DELHAIZE N.V.
DEME DEME GROUP NV
08/19/25 August 19, 2025 1 EN
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