reports
- Jerôme Bodin
KNEBV KONE OYJ CLASS B
SLB.N SCHLUMBERGER NV
MC LVMH MOET HENNESSY LOUIS VUITTON SE
COV COVIVIO SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
KBC KBC GROUP N.V.
EL ESSILORLUXOTTICA SA
VIV VIVENDI SE
BRBY BURBERRY GROUP PLC
KER KERING SA
SCHP SCHINDLER HOLDING AG PREF
DTE DEUTSCHE TELEKOM AG
BOL BOLLORE SA
RY4C RYANAIR HOLDINGS PLC
01913 PRADA S.P.A.
ELI ELIA GROUP SA/NV
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
RIO RIO TINTO PLC
BHP BHP GROUP LTD
STLA STELLANTIS N.V.
ATCO A ATLAS COPCO AB
ALIV SDB AUTOLIV INC.
- Jerôme Bodin
KNEBV KONE OYJ CLASS B
SLB.N SCHLUMBERGER NV
MC LVMH MOET HENNESSY LOUIS VUITTON SE
COV COVIVIO SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
KBC KBC GROUP N.V.
EL ESSILORLUXOTTICA SA
VIV VIVENDI SE
BRBY BURBERRY GROUP PLC
KER KERING SA
SCHP SCHINDLER HOLDING AG PREF
DTE DEUTSCHE TELEKOM AG
BOL BOLLORE SA
RY4C RYANAIR HOLDINGS PLC
01913 PRADA S.P.A.
ELI ELIA GROUP SA/NV
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
RIO RIO TINTO PLC
BHP BHP GROUP LTD
STLA STELLANTIS N.V.
ATCO A ATLAS COPCO AB
ALIV SDB AUTOLIV INC.
- Jerôme Bodin
- Marc Zwartsenburg
- CEFA
ING Benelux Favourites/Weekly performance and valuation update
We update the performance of our ING Benelux Favourites list as well as all valuation and ranking tables for our coverage universe. Performance on the front page is dated from the 27 January 2025, while historical performance is included on the second page. The methodology for our favourites selection is based on a bottom-up approach with a focus on absolute performance with clear near-term triggers. It is a rolling list, ie, stocks can enter/exit whenever we think opportune. The ING Benelux Fav...
- Jerôme Bodin
- Konrad Zomer
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
REL RELX PLC
HEIA HEINEKEN NV
PUB PUBLICIS GROUPE SA
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
DGE DIAGEO PLC
APAML APERAM SA
VOLV B VOLVO AB CLASS B
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
NOVN NOVARTIS AG
ABB ABB LTD.
LSEG LONDON STOCK EXCHANGE GROUP PLC
SZG SALZGITTER AG
AMUN AMUNDI SA
WKL WOLTERS KLUWER NV
VOE VOESTALPINE AG
ACX ACERINOX SA
ERA ERAMET SA
EZJ EASYJET PLC
NDA AURUBIS AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
ASSA B ASSA ABLOY AB CLASS B
YPSN YPSOMED HOLDING AG
CFR COMPAGNIE FINANCIERE RICHEMONT SA
RIO RIO TINTO PLC
BHP BHP GROUP LTD
ASML ASML HOLDING NV
AMAG AMAG AUSTRIA METALL AG
VUL VULCAN ENERGY RESOURCES
FER FERROVIAL SA
PUIG PUIG BRANDS
AAL ANGLO AMERICAN PLC
- Konrad Zomer
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
REL RELX PLC
HEIA HEINEKEN NV
PUB PUBLICIS GROUPE SA
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
DGE DIAGEO PLC
APAML APERAM SA
VOLV B VOLVO AB CLASS B
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
NOVN NOVARTIS AG
ABB ABB LTD.
LSEG LONDON STOCK EXCHANGE GROUP PLC
SZG SALZGITTER AG
AMUN AMUNDI SA
WKL WOLTERS KLUWER NV
VOE VOESTALPINE AG
ACX ACERINOX SA
ERA ERAMET SA
EZJ EASYJET PLC
NDA AURUBIS AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
ASSA B ASSA ABLOY AB CLASS B
YPSN YPSOMED HOLDING AG
CFR COMPAGNIE FINANCIERE RICHEMONT SA
RIO RIO TINTO PLC
BHP BHP GROUP LTD
ASML ASML HOLDING NV
AMAG AMAG AUSTRIA METALL AG
VUL VULCAN ENERGY RESOURCES
FER FERROVIAL SA
PUIG PUIG BRANDS
AAL ANGLO AMERICAN PLC
- Martial Descoutures
- Martial Descoutures
- ING Helpdesk
Benelux Morning Notes
Aalberts: First hydronic flow control takeover in US; Ahold Delhaize: Preview 2Q25; EVS: Wins 2026 world cup contract Big Event Rental; Exor: A tad more Philips; Via Transportation reviving IPO plans; Heijmans: 1H25 preview; looks to be on track; KPN: 2Q25 preview; Montea: €24m acquisition in Dutch logistics hotspot; Ontex: Peer Essity 2Q25 results; RELX: 1H25 preview; Sligro: Weak 1H25 calls for 7.5% downgrade to consensus at EBITDA level; Events Calendar
Aalberts N.V.: Aalberts enhances hydronic flow control position in Nor...
Aalberts N.V.: Aalberts enhances hydronic flow control position in North America Utrecht, 17 July 2025 Aalberts N.V. has reached an agreement to acquire 100% of the shares of Geo-Flo Corporation (Geo-Flo), based in Indiana (USA), generating an annual revenue of approximately USD 15 million with over 25 employees. Geo-Flo designs and manufactures pumping systems and components for hydronic-based HVAC systems, including geothermal and water source heat pump applications. As market leader in its segment, Geo-Flo is known for its design expertise and production capabilities. In line with our...
Aalberts reports the progress of its share buyback programme 07 July ...
Aalberts reports the progress of its share buyback programme 07 July – 11 July 2025 Aalberts today reports that it has repurchased 2,500 of its own shares in the period from 07 July 2025, up to and including 11 July 2025, for an amount of EUR 78,823.16, so at an average share price of EUR 31.53. 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...
Ageas reports on the progress of share buy-back programme
Ageas reports on the progress of share buy-back programme Further to the initiation of the share buy-back programme announced on 28 August 2024, Ageas reports the purchase of 72,835 Ageas shares in the period from 07-07-2025 until 11-07-2025. DateNumber ofSharesTotal amount(EUR)Average price(EUR)Lowest price(EUR)Highest price(EUR)07-07-202514,394818,44456.8656.6557.1008-07-202518,4171,040,90456.5256.1557.1009-07-202519,4131,099,53456.6456.3056.8510-07-202514,424815,63256.5556.3056.9511-07-20256,187348,73056.3756.2056.55Total72,8354,123,24456.6156.1557.10 Since the start of the share buy-b...
Rapport d’Ageas sur le programme de rachat d’actions
Rapport d’Ageas sur le programme de rachat d’actions Dans le cadre du programme de rachat d’actions annoncé le 28 août 2024, Ageas indique que 72.835 actions Ageas ont été achetées durant la période du 07-07-2025 au 11-07-2025. DateNombred’actionsMontant total(EUR)Cours moyen(EUR)Cours le plus bas (EUR)Cours le plus élevé (EUR)07-07-202514.394818.44456,8656,6557,1008-07-202518.4171.040.90456,5256,1557,1009-07-202519.4131.099.53456,6456,3056,8510-07-202514.424815.63256,5556,3056,9511-07-20256.187348.73056,3756,2056,55Total72.8354.123.24456,6156,1557,10 Depuis le lancement du programme de rac...
Ageas rapporteert over de inkoop van eigen aandelen
Ageas rapporteert over de inkoop van eigen aandelen Naar aanleiding van het aandelen-inkoopprogramma dat op 28 augustus 2024 aangekondigd werd, maakt Ageas bekend dat er 72.835 eigen aandelen ingekocht werden tussen 07-07-2025 en 11-07-2025. DatumAantalaandelenTotaal Bedrag(EUR)Gemiddelde koers(EUR)Laagste koers(EUR)Hoogste koers(EUR)07-07-202514.394818.44456,8656,6557,1008-07-202518.4171.040.90456,5256,1557,1009-07-202519.4131.099.53456,6456,3056,8510-07-202514.424815.63256,5556,3056,9511-07-20256.187348.73056,3756,2056,55Totaal72.8354.123.24456,6156,1557,10 Vanaf de start van het aandelen...
- Jerôme Bodin
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
PSM PROSIEBENSAT.1 MEDIA SE
BRBY BURBERRY GROUP PLC
KER KERING SA
ENI ENI S.P.A.
01913 PRADA S.P.A.
REP REPSOL SA
SUN SULZER AG
AALB AALBERTS N.V.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
BRAV BRAVIDA HOLDING AB
BP. BP P.L.C.
THEP THERMADOR HOLDING SA
SHEL SHELL PLC
- Jerôme Bodin
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
PSM PROSIEBENSAT.1 MEDIA SE
BRBY BURBERRY GROUP PLC
KER KERING SA
ENI ENI S.P.A.
01913 PRADA S.P.A.
REP REPSOL SA
SUN SULZER AG
AALB AALBERTS N.V.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
BRAV BRAVIDA HOLDING AB
BP. BP P.L.C.
THEP THERMADOR HOLDING SA
SHEL SHELL PLC
- Martijn Den Drijver
- Wim Hoste
Aalberts Proposed acquisition of GVT for c. € 213m
The proposed acquisition of Grand Venture Technology will strengthen Aalberts position in APAC. Despite current challenges in key end markets (Automotive, Construction and Machine Building), Aalberts continues to execute on operational improvements, which lay the groundwork for a robust earnings leverage upon revenue recovery. We maintain our Accumulate rating on valuation grounds.
- ING Helpdesk
Benelux Morning Notes
Aalberts: Acquisition of Asian semiconductor player. ASML: Preview 2Q25; building backlog for 2026. BAM: 1H25 preview - YoY improvement from UK. Barco: Preview 1H25F; significant headwinds. Econocom: Acquires four specialist AV companies under ‘One Econocom' strategic plan. Flow Traders: Preview 2Q25. Staffing: Page Group 2Q25 trading update; soft 2Q25 especially in perm; outlook in line. WDP: €41m sale-and-lease back in France
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