reports
- Wim Lewi
Dollar Weakness The impact on our Benelux Coverage
In general, a weaker USD has a negative impact on Benelux stocks, particularly for companies with significant exports to the US. In this note we selected a list of companies with high US export exposure and we examine the potential impact on FY25 earninings. On top of the weak dollar, rising trade tensions or the introduction of tariffs further harm Benelux exporters. As the dollar depreciates against the euro, European goods become costlier for American consumers. At the same time, revenues ear...
EVS EVS BROADCAST EQUIPMENT SA
SOLB SOLVAY SA
UCB UCB S.A.
DIE D'IETEREN SA
SIP SIPEF GROUP
SOF SOFINA SA
ASM ASM INTERNATIONAL N.V.
ARCAD ARCADIS NV
ROYAL VOPAK NV
AALB AALBERTS N.V.
MELE MELEXIS NV
KIN KINEPOLIS GROUP NV
ABI ANHEUSER-BUSCH INBEV SA/NV
AD KONINKLIJKE AHOLD DELHAIZE N.V.
ASML ASML HOLDING NV
ARGX ARGEN-X SE
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ADYEN ADYEN NV
BAR BARCO NV
FUR FUGRO NV
DSFIR KONINKLIJKE DSM N.V.
AGN AEGON N.V.
SYENS SYENSQO
DBG DERICHEBOURG SA
INF INFOTEL SA
ASY ASSYSTEM SA
AUB AUBAY SA
MRN MERSEN SA
FII LISI SA
LSS LECTRA SA
GOE GROUPE GORGE SA
FNAC FNAC DARTY SA
CDA COMPAGNIE DES ALPES SA
DEZ DEUTZ AG
MTELEKOM MAGYAR TELEKOM TELECOMMUNICATIONS
TUB TUBACEX S.A.
ALBFR SIDETRADE SA
DGM DIAGNOSTIC MEDICAL SYSTEMS
WAVE WAVESTONE SA
THEP THERMADOR HOLDING SA
ANR ANSWEAR.COM
DBG DERICHEBOURG SA
INF INFOTEL SA
ASY ASSYSTEM SA
AUB AUBAY SA
MRN MERSEN SA
FII LISI SA
LSS LECTRA SA
GOE GROUPE GORGE SA
FNAC FNAC DARTY SA
CDA COMPAGNIE DES ALPES SA
DEZ DEUTZ AG
MTELEKOM MAGYAR TELEKOM TELECOMMUNICATIONS
TUB TUBACEX S.A.
ALBFR SIDETRADE SA
DGM DIAGNOSTIC MEDICAL SYSTEMS
WAVE WAVESTONE SA
THEP THERMADOR HOLDING SA
ANR ANSWEAR.COM
- Jeremy Garnier
DBG DERICHEBOURG SA
INF INFOTEL SA
ASY ASSYSTEM SA
AUB AUBAY SA
MRN MERSEN SA
FII LISI SA
LSS LECTRA SA
GOE GROUPE GORGE SA
CDA COMPAGNIE DES ALPES SA
DEZ DEUTZ AG
TUB TUBACEX S.A.
LPP LPP S.A.
ITX INDUSTRIA DE DISENO TEXTIL S.A.
ALBFR SIDETRADE SA
WAVE WAVESTONE SA
THEP THERMADOR HOLDING SA
- Jeremy Garnier
ODDO : ODDO BHF Nextcap Forum: Feedback from day one
Our 14th edition of the ODDO BHF Nextcap Forum takes place on June 11 in Paris, and on June 12 virtually. Following the first day, which took place yesterday at our Paris office with 18 companies in attendance, we publish hereafter feedback for 15 of the companies present.
Aalberts N.V.: Aalberts successfully issues US Private Placement of US...
Aalberts N.V.: Aalberts successfully issues US Private Placement of USD 600 million Utrecht, 12 June 2025 Aalberts announces the successful signing and closing of Note Purchase Agreements for its inaugural debt issuance in the US Private Placement (USPP) market, securing a total equivalent amount of approximately USD 600 million. The transaction comprises approximately USD 500 million and EUR 100 million in Senior Notes, with maturities ranging from 5 to 12 years. Funding has been completed early June. This landmark issuance earmarks a significant milestone in the further optimisation o...
Aalberts reports the progress of its share buyback programme 02 June ...
Aalberts reports the progress of its share buyback programme 02 June - 06 June 2025 Aalberts today reports that it has repurchased 2,500 of its own shares in the period from 02 June 2025, up to and including 06 June 2025, for an amount of EUR 77,778.34, so at an average share price of EUR 31.11. This is part of the share buyback programme as announced on 27 February 2025, for a total amount of EUR 75 million. The repurchase of shares commenced on 28 February 2025 and will be completed no later than 24 October 2025. It is intended that the shares will be cancelled following repurchase. Up...
Aalberts reports the progress of its share buyback programme 26 May –...
Aalberts reports the progress of its share buyback programme 26 May – 30 May 2025 Utrecht, 3 June 2025 Aalberts today reports that it has repurchased 2,500 of its own shares in the period from 26 May 2025, up to and including 30 May 2025, for an amount of EUR 77,389, so at an average share price of EUR 30.96. This is part of the share buyback programme as announced on 27 February 2025, for a total amount of EUR 75 million. The repurchase of shares commenced on 28 February 2025 and will be completed no later than 24 October 2025. It is intended that the shares will be cancelled following ...
Aalberts reports the progress of its share buyback programme 19 May - ...
Aalberts reports the progress of its share buyback programme 19 May - 23 May 2025 Aalberts today reports that it has repurchased 39,141 of its own shares in the period from 19 May 2025, up to and including 23 May 2025, for an amount of EUR 1,152,277.52, so at an average share price of EUR 29.44. This is part of the share buyback programme as announced on 27 February 2025, for a total amount of EUR 75 million. The repurchase of shares commenced on 28 February 2025 and will be completed no later than 24 October 2025. It is intended that the shares will be cancelled following repurchase. Up ...
Melia Hotels International S.A.: 1 director
A director at Melia Hotels International S.A. bought 902,256 shares at 6.650EUR and the significance rating of the trade was 67/100. 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...
- Charlotte Vaisse
- Markus Remis
- Oddo Sustainability Team
BT.A BT GROUP PLC
DGE DIAGEO PLC
EL ESSILORLUXOTTICA SA
BLND BRITISH LAND COMPANY PLC
ITRK INTERTEK GROUP PLC
ALO ALSTOM SA
EZJ EASYJET PLC
ACKB ACKERMANS & VAN HAAREN NV
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
STR STRABAG SE
SAP SAP SE
EVD CTS EVENTIM AG & CO. KGAA
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
ALG ALLEGRO.EU SA
- Charlotte Vaisse
- Markus Remis
- Oddo Sustainability Team
BT.A BT GROUP PLC
DGE DIAGEO PLC
EL ESSILORLUXOTTICA SA
BLND BRITISH LAND COMPANY PLC
ITRK INTERTEK GROUP PLC
ALO ALSTOM SA
EZJ EASYJET PLC
ACKB ACKERMANS & VAN HAAREN NV
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
STR STRABAG SE
SAP SAP SE
EVD CTS EVENTIM AG & CO. KGAA
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
ALG ALLEGRO.EU SA
- Charlotte Vaisse
- Fehmi Ben Naamane
- Oddo Sustainability Team
ELIOR ELIOR GROUP SA
CLN CLARIANT AG
WTB WHITBREAD PLC
ZVTG ZAVAROVALNICA TRIGLAV D.D.
GLJ GRENKE AG
RBT ROBERTET SA
POS PORR AG
CAI CA IMMOBILIEN ANLAGEN AG
WIE WIENERBERGER AG
ROYAL VOPAK NV
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
SHOT SCANDIC HOTELS GROUP
HBH HORNBACH HOLDING AG & CO. KGAA
FNTN FREENET AG
MEL MELIA HOTELS INTERNATIONAL S.A.
NHH NH HOTEL GROUP SA
2CRSI 2CRSI SA
GRE GRENERGY RENOVABLES
IHG INTERCONTINENTAL HOTELS GROUP PLC
MFEA MEDIASET NV
DSPW DOOSAN SKODA POWER A.S.
LOUP SOCIETE L.D.C.
- Charlotte Vaisse
- Fehmi Ben Naamane
- Oddo Sustainability Team
ELIOR ELIOR GROUP SA
CLN CLARIANT AG
WTB WHITBREAD PLC
ZVTG ZAVAROVALNICA TRIGLAV D.D.
GLJ GRENKE AG
RBT ROBERTET SA
POS PORR AG
CAI CA IMMOBILIEN ANLAGEN AG
WIE WIENERBERGER AG
ROYAL VOPAK NV
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
SHOT SCANDIC HOTELS GROUP
HBH HORNBACH HOLDING AG & CO. KGAA
FNTN FREENET AG
MEL MELIA HOTELS INTERNATIONAL S.A.
NHH NH HOTEL GROUP SA
2CRSI 2CRSI SA
GRE GRENERGY RENOVABLES
IHG INTERCONTINENTAL HOTELS GROUP PLC
MFEA MEDIASET NV
DSPW DOOSAN SKODA POWER A.S.
LOUP SOCIETE L.D.C.
- Fehmi Ben Naamane
- Johanna Jourdain
- Fehmi Ben Naamane
- Johanna Jourdain
- Fehmi Ben Naamane
- Johanna Jourdain
- Fehmi Ben Naamane
- Johanna Jourdain
- Jakub Krawczyk
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