reports
- ING Helpdesk
Benelux Morning Notes
AkzoNobel: 1Q26 beat and FY guidance maintained. ASM International: 1Q26 results, great start to the year. Basic-Fit: Highlights of Capital Markets Day 2026. BE Semiconductor Industries: 1Q26 Preview - building strength. Cofinimmo: Earnings beat, muted investments; Armonea agreement reached. Corbion: Not so sweet. MICC: Peer Danone 1Q26 results. Randstad: Slight beat on 1Q26, trends improving; 2Q26 guidance at least in line. Recticel: 1Q26 in line, sharp pick-up expected in 2Q. ...
- Kristof Samoy
- Lynn Hautekeete
- Thibault Leneeuw
- Thomas Couvreur
- Wim Hoste
- Wim Hoste
Recticel FIRST LOOK: 1Q sales +6%, good start of 2Q supported by pre-b...
1Q26 revenue increased by 6.1%, which was in line with our and consensus forecasts and driven by recent acquisitions. Recticel mentions a clear acceleration in volumes and order books, although this seems partly driven by customers that are pre-buying in the light of significant price increases on the back of the situation in the Middle East. Recticel does not provide a FY guidance at this stage. We believe Recticel still has significant firepower for additional acquisitions and we would expect ...
Aalberts reports the progress of its share buyback programme 13 April ...
Aalberts reports the progress of its share buyback programme 13 April – 17 April 2026 Utrecht, 21 April 2026 Aalberts today reports that it has repurchased none of its own shares in the period from 13 April 2026, up and including 17 April 2026. This is part of the share buyback programme as announced on 26 February 2026, for a total amount of EUR 75 million. The repurchase of shares commenced on 27 February 2026 and will be completed no later than 9 October 2026. It is intended that the shares will be cancelled following repurchase. Up to and including 17 April 2026, a cumulative total o...
Aalberts reports the progress of its share buyback programme 6 April –...
Aalberts reports the progress of its share buyback programme 6 April – 10 April 2026 Utrecht, 14 April 2026Aalberts today reports that it has repurchased 23,595 of its own shares in the period from 6 April 2026, up and including 10 April 2026, for an amount of EUR 705,549.56, so at an average share price of EUR 29.90. This is part of the share buyback programme as announced on 26 February 2026, for a total amount of EUR 75 million. The repurchase of shares commenced on 27 February 2026 and will be completed no later than 9 October 2026. It is intended that the shares will be cancelled foll...
- Tijs Hollestelle
DEME Group/Mind the 2028 gap/HOLD (previously Buy)
We downgrade the stock from Buy to HOLD and lower our target price from €195.00 to €182.25 expecting earnings momentum to turn negative in 2027-28F. DEME reported better-than-expected 2H25 results and provided a 2026 outlook that exceeded our expectations. This coincided with EU politicians stepping up their commitments to install more MW offshore wind energy towards 2029-30. Looking at the supply chain, we see early cyclical offshore wind players struggling with low order intake and low activit...
- ING Helpdesk
Benelux Morning Notes
Aalberts: Preview - market conditions remain volatile in 1Q26. Air France-KLM: Pre earnings call; focus on fuel. Belfius: Fast developments, new plan to 2030. Kinepolis: March reassures, US box office revenue up 68% YoY, France visitors up 1% YoY. Shell: 1Q26 update: better than expected. Universal Music Group: Pershing presentation, UMG confirms unsolicited proposal
Aalberts reports the progress of its share buyback programme 30 March ...
Aalberts reports the progress of its share buyback programme 30 March – 03 April 2026 Utrecht, 7 April 2026 Aalberts today reports that it has repurchased 153,719 of its own shares in the period from 30 March 2026, up and including 03 April 2026, for an amount of EUR 4,566,785.28, so at an average share price of EUR 29.71. This is part of the share buyback programme as announced on 26 February 2026, for a total amount of EUR 75 million. The repurchase of shares commenced on 27 February 2026 and will be completed no later than 9 October 2026. It is intended that the shares will be cancelle...
- Guy Sips
- Jacob Mekhael
- Kristof Samoy
- Livio Luyten
- Michiel Declercq
- Thibault Leneeuw
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
Dynamic Top Pick List Update April 2026: Adding Fagron
The tariff war between US and China has eased, but with the Iran conflict and an erratic Trump, uncertainty will continues unabated. Energy prices have gone ballistic, with gas prices doubling in Europe and has hit the cyclical stocks hard. KBC macro-econimists have hiked the inflation expectation for 2026 from 1.9% to 3.3%. While the macro-economic impact has been limited so far, a prolonged uncertain situation will result in economic damage. We continue our defensive stance in our Benelux Dyna...
FAGR FAGRON SA
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
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
DEME announces start of new share buyback program
DEME announces start of new share buyback program Based on the shareholder authorization granted by the Extraordinary General Meeting of May 21, 2025, the Board of Directors of DEME Group NV has decided to launch a new share buyback program. Attachment
DEME kondigt start nieuw inkoopprogramma eigen aandelen aan
DEME kondigt start nieuw inkoopprogramma eigen aandelen aan Op basis van de door de Buitengewone Algemene Vergadering van 21 mei 2025 verleende machtiging van de aandeelhouders, heeft de Raad van Bestuur van DEME Group NV besloten een nieuw inkoopprogramma van eigen aandelen op te starten. Bijlage
Aalberts reports the progress of its share buyback programme 23 – 27 M...
Aalberts reports the progress of its share buyback programme 23 – 27 March 2026 Utrecht, 31 March 2026Aalberts today reports that it has repurchased 214,849 of its own shares in the period from 23 March 2026, up and including 27 March 2026, for an amount of EUR 6,446,494.52, so at an average share price of EUR 30.00.This is part of the share buyback programme as announced on 26 February 2026, for a total amount of EUR 75 million. The repurchase of shares commenced on 27 February 2026 and will be completed no later than 9 October 2026. It is intended that the shares will be cancelled followi...
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Livio Luyten
- Michiel Declercq
- Wim Lewi
GSR signs Memorandum of Understanding with Japan’s DORD to conduct joi...
GSR signs Memorandum of Understanding with Japan’s DORD to conduct joint demonstration test in the Clarion-Clipperton Zone Global Sea Mineral Resources (GSR), the deep‑sea exploratory subsidiary of DEME, has signed a Memorandum of Understanding (MOU) with Deep Ocean Resources Development Co., Ltd. (DORD) of Japan to conduct a joint demonstration test aimed at the potential co-development of polymetallic nodule resources within DORD’s exploration license area in Clarion‑Clipperton Zone (CCZ). Under the MOU, GSR will provide its technical knowledge and operational expertise to support DORD’s ...
GSR ondertekent Memorandum of Understanding met het Japanse DORD voor ...
GSR ondertekent Memorandum of Understanding met het Japanse DORD voor gezamenlijke demonstratietest in de Clarion‑Clipperton Zone Global Sea Mineral Resources (GSR), de diepzee‑exploratiedochter van DEME, heeft een Memorandum of Understanding (MoU) ondertekend met het Japanse Deep Ocean Resources Development Co., Ltd. (DORD) voor de uitvoering van een gezamenlijke demonstratietest. Deze test is gericht op de mogelijke gezamenlijke ontwikkeling van polymetaalknollen binnen het exploratievergunningsgebied van DORD in de Clarion‑Clipperton Zone (CCZ). In het kader van het MoU zal GSR zijn tech...
DEME: publication of the Annual Report 2025
DEME: publication of the Annual Report 2025 DEME today released its Annual Report 2025, which provides a comprehensive overview of the group’s strategy, operational performance, ESG progress, and financial results. It is the fourth such report since the company's stock listing in 2022. As announced at the end of February 2026, last year proved to be yet another record year for DEME, with all-time high profitability, building on the strong momentum of previous years. 2026 is also shaping up to be a milestone year as DEME is celebrating its 150th anniversary. Attachment ...
DEME: publicatie van het Jaarverslag 2025
DEME: publicatie van het Jaarverslag 2025 DEME heeft vandaag zijn Jaarverslag 2025 gepubliceerd, dat een uitgebreid overzicht biedt van de strategie van de groep, de operationele prestaties, de ESG‑vooruitgang en de financiële resultaten. Het is het vierde verslag sinds de beursnotering van het bedrijf in 2022. Zoals eind februari 2026 al werd aangekondigd, was vorig jaar opnieuw een recordjaar voor DEME, met een historisch hoge winstgevendheid die voortbouwt op het sterke momentum van de afgelopen jaren. 2026 belooft bovendien een sleuteljaar te worden, aangezien DEME zijn 150‑jarig bestaa...
- Amira Manai
- Andreas Riemann
A1XEH4 CROSSJECT SA
SBS STRATEC SE
LXS LANXESS AG
HCO HIGHCO SA
IPH INNATE PHARMA SA CLASS A
NTG NETGEM SA
NRG NRJ GROUP SA
LNA LNA SANTE SA
TRI TRIGANO SA
QDT QUADIENT SA
POS PORR AG
FFP FFP
DEZ DEUTZ AG
WIE WIENERBERGER AG
AALB AALBERTS N.V.
FACC FACC AG
SANT S&T AG
RBO ROCHE BOBOIS INTERNATIONAL SAS
JEN JENOPTIK AG
CLA CLARANOVA SE
ALHGR HOFFMANN GREEN CEMENT TECHNOLOGIES SA
MRX MISTER SPEX SE
ARVEN ARVERNE GROUP SA
- Amira Manai
- Andreas Riemann
A1XEH4 CROSSJECT SA
SBS STRATEC SE
LXS LANXESS AG
HCO HIGHCO SA
IPH INNATE PHARMA SA CLASS A
NTG NETGEM SA
NRG NRJ GROUP SA
LNA LNA SANTE SA
TRI TRIGANO SA
QDT QUADIENT SA
POS PORR AG
FFP FFP
DEZ DEUTZ AG
WIE WIENERBERGER AG
AALB AALBERTS N.V.
FACC FACC AG
SANT S&T AG
RBO ROCHE BOBOIS INTERNATIONAL SAS
JEN JENOPTIK AG
CLA CLARANOVA SE
ALHGR HOFFMANN GREEN CEMENT TECHNOLOGIES SA
MRX MISTER SPEX SE
ARVEN ARVERNE GROUP SA
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