reports
Daimler Truck : Sustainability Weekly 8 - 12 September 2025
Last week, we published a report in which we propose ideas on the theme of sustainable sovereignty. Technip Energies signed an agreement to acquire the Advanced Materials & Catalysts business of Ecovyst Inc, a global leader in specialty catalysts and advanced materials. The IEA is expected to reintroduce its slow transition scenario, ‘Current Policies’, in its next World Energy Outlook, probably under pressure from the Trump administration. German Chancellor Merz has hinted at a slowdown in the ...
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
FP TOTAL SE
ENX EURONEXT NV
VIE VEOLIA ENVIRONNEMENT SA
SGO COMPAGNIE DE SAINT-GOBAIN SA
EDEN EDENRED SA
TKA THYSSENKRUPP AG
DG VINCI SA
MT ARCELORMITTAL SA
NK IMERYS SA
BN DANONE SA
SU SCHNEIDER ELECTRIC SE
RNO RENAULT SA
G1A GEA GROUP AG
APAML APERAM SA
HO THALES SA
FGR EIFFAGE SA
DAI DAIMLER AG
LONN LONZA GROUP AG
KOF KAUFMAN & BROAD SA
SDF K+S AG
RWE RWE AG
SOLB SOLVAY SA
NEX NEXANS SA
ERA ERAMET SA
CAP CAPGEMINI SE
ENEL ENEL SPA
WPP WPP PLC
RY4C RYANAIR HOLDINGS PLC
SOI SOITEC SA
ERG ERG S.P.A.
ANA ACCIONA SA
ELI ELIA GROUP SA/NV
IBE IBERDROLA SA
LDO LEONARDO SPA
BHP BHP GROUP LTD
ASML ASML HOLDING NV
STLA STELLANTIS N.V.
TE TECHNIP ENERGIES NV
ALAFY AFYREN
OVH OVH GROUPE
DTG DAIMLER TRUCK
DSFIR KONINKLIJKE DSM N.V.
NOVO B NOVO NORDISK A/S
EXENS EXOSENS
AAL ANGLO AMERICAN PLC
Daimler Truck : Sustainability Weekly 8 – 12 septembre 2025
La semaine passée, nous avons publié une étude où nous proposons des idées pour la thématique de la souveraineté durable. Technip a signé un accord en vue d'acquérir l'activité Advanced Materials & Catalysts d'Ecovyst Inc, leader mondial des catalyseurs spéciaux et des matériaux avancés. L'AIE devrait réintroduire son scénario de transition lente « Current Policies » dans son prochain World Energy Outlook, probablement sous la pression de l'administration Trump. Le chancelier allemand Merz a lai...
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
FP TOTAL SE
ENX EURONEXT NV
VIE VEOLIA ENVIRONNEMENT SA
SGO COMPAGNIE DE SAINT-GOBAIN SA
EDEN EDENRED SA
TKA THYSSENKRUPP AG
DG VINCI SA
MT ARCELORMITTAL SA
NK IMERYS SA
BN DANONE SA
SU SCHNEIDER ELECTRIC SE
RNO RENAULT SA
G1A GEA GROUP AG
APAML APERAM SA
HO THALES SA
FGR EIFFAGE SA
DAI DAIMLER AG
LONN LONZA GROUP AG
KOF KAUFMAN & BROAD SA
SDF K+S AG
RWE RWE AG
SOLB SOLVAY SA
NEX NEXANS SA
ERA ERAMET SA
CAP CAPGEMINI SE
ENEL ENEL SPA
WPP WPP PLC
RY4C RYANAIR HOLDINGS PLC
SOI SOITEC SA
ERG ERG S.P.A.
ANA ACCIONA SA
ELI ELIA GROUP SA/NV
IBE IBERDROLA SA
LDO LEONARDO SPA
BHP BHP GROUP LTD
ASML ASML HOLDING NV
STLA STELLANTIS N.V.
TE TECHNIP ENERGIES NV
ALAFY AFYREN
OVH OVH GROUPE
DTG DAIMLER TRUCK
DSFIR KONINKLIJKE DSM N.V.
NOVO B NOVO NORDISK A/S
EXENS EXOSENS
AAL ANGLO AMERICAN PLC
- ING Helpdesk
Benelux Morning Notes
Azelis: Highlights ING Benelux Conference London. Barco: Highlights ING Benelux Conference London. Kinepolis: Highlights ING Benelux Conference London. Melexis: Highlights ING Benelux Conference London. ABN AMRO: Dutch State reducing stake to 20%. ASML: x Mistral, a bet on A.I.. Kinepolis: Cineplex August 2025 box office revenue at 87% of 2019 level, down 27% YoY
Carbios: 1 director
A director at Carbios sold 5,000 shares at 10.634EUR and the significance rating of the trade was 54/100. 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 showing ...
- Adrian Pehl
- Bruno Cavalier
- Delphine Brault
- Nathan Mietlicki
- Steven Boumans
SU SCHNEIDER ELECTRIC SE
KNEBV KONE OYJ CLASS B
G1A GEA GROUP AG
MC LVMH MOET HENNESSY LOUIS VUITTON SE
LI KLEPIERRE SA
COV COVIVIO SA
GFC GECINA SA
NXI NEXITY SA CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
ABB ABB LTD.
FLY SOCIETE FONCIERE LYONNAISE SA
RXL REXEL SA
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
EL ESSILORLUXOTTICA SA
INEA FONCIERE INEA
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
BRBY BURBERRY GROUP PLC
MRN MERSEN SA
KOF KAUFMAN & BROAD SA
KER KERING SA
ALTA ALTAREA SCA
VNA VONOVIA SE
ALO ALSTOM SA
XIOR XIOR STUDENT HOUSING N.V.
SCHP SCHINDLER HOLDING AG PREF
NEX NEXANS SA
ICAD ICADE SA
01913 PRADA S.P.A.
BYG BIG YELLOW GROUP PLC
COFB COFINIMMO SA
INH INDUS HOLDING AG
KRN KRONES AG
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
DOKA DORMAKABA HOLDING AG
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
KGX KION GROUP AG
MONC MONCLER SPA
CPINV CARE PROPERTY INVEST SA
ASSA B ASSA ABLOY AB CLASS B
ZAG ZUMTOBEL GROUP AG
BCHN BURCKHARDT COMPRESSION HOLDING AG
SAFE SAFESTORE HOLDINGS PLC
PRY PRYSMIAN S.P.A.
ANDR ANDRITZ AG
ARG ARGAN SA
VGP VGP NV
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
DKG DEUTSCHE KONSUM REIT-AG
JUN3 JUNGHEINRICH AG PREF
SAE SHOP APOTHEKE EUROPE NV
SIE SIEMENS AG
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
NKT NKT A/S
DUE DURR AG
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
VOS VOSSLOH AG
SANT S&T AG
NSI NSI N.V.
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
KBX KNORR-BREMSE AG
SRAIL STADLER RAIL AG
ENR SIEMENS ENERGY AG
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
CTPNV CTP NV
ONE ONE UNITED PROPERTIES SA
ATCO A ATLAS COPCO AB
TTS TRANSPORT TRADE SVCS
ACLN ACCELLERON INDUSTRIES LTD
SHUR SHURGARD SELF STORAGE LIMITED
LANV PRIMAVERA CAP ACQUISITION CORP
PFSE PFISTERER HOLDING SE
- Adrian Pehl
- Bruno Cavalier
- Delphine Brault
- Nathan Mietlicki
- Steven Boumans
SU SCHNEIDER ELECTRIC SE
KNEBV KONE OYJ CLASS B
G1A GEA GROUP AG
MC LVMH MOET HENNESSY LOUIS VUITTON SE
LI KLEPIERRE SA
COV COVIVIO SA
RI PERNOD RICARD SA
GFC GECINA SA
NXI NEXITY SA CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
ABB ABB LTD.
FLY SOCIETE FONCIERE LYONNAISE SA
RXL REXEL SA
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
AGS AGEAS SA/NV
EL ESSILORLUXOTTICA SA
INEA FONCIERE INEA
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
BRBY BURBERRY GROUP PLC
MRN MERSEN SA
KOF KAUFMAN & BROAD SA
KER KERING SA
ALTA ALTAREA SCA
VNA VONOVIA SE
ALO ALSTOM SA
XIOR XIOR STUDENT HOUSING N.V.
SCHP SCHINDLER HOLDING AG PREF
NEX NEXANS SA
ICAD ICADE SA
01913 PRADA S.P.A.
BYG BIG YELLOW GROUP PLC
COFB COFINIMMO SA
INH INDUS HOLDING AG
KRN KRONES AG
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
DOKA DORMAKABA HOLDING AG
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
KGX KION GROUP AG
MONC MONCLER SPA
CPINV CARE PROPERTY INVEST SA
ASSA B ASSA ABLOY AB CLASS B
ZAG ZUMTOBEL GROUP AG
BCHN BURCKHARDT COMPRESSION HOLDING AG
SAFE SAFESTORE HOLDINGS PLC
PRY PRYSMIAN S.P.A.
ANDR ANDRITZ AG
ARG ARGAN SA
VGP VGP NV
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
DKG DEUTSCHE KONSUM REIT-AG
JUN3 JUNGHEINRICH AG PREF
SIE SIEMENS AG
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
NKT NKT A/S
DUE DURR AG
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
VOS VOSSLOH AG
SANT S&T AG
NSI NSI N.V.
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
KBX KNORR-BREMSE AG
SRAIL STADLER RAIL AG
ENR SIEMENS ENERGY AG
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
CTPNV CTP NV
ONE ONE UNITED PROPERTIES SA
ATCO A ATLAS COPCO AB
ACLN ACCELLERON INDUSTRIES LTD
SHUR SHURGARD SELF STORAGE LIMITED
PFSE PFISTERER HOLDING SE
- Adrian Pehl
- Bruno Cavalier
- Delphine Brault
- Nathan Mietlicki
- Steven Boumans
SU SCHNEIDER ELECTRIC SE
KNEBV KONE OYJ CLASS B
G1A GEA GROUP AG
MC LVMH MOET HENNESSY LOUIS VUITTON SE
LI KLEPIERRE SA
COV COVIVIO SA
GFC GECINA SA
NXI NEXITY SA CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
ABB ABB LTD.
FLY SOCIETE FONCIERE LYONNAISE SA
RXL REXEL SA
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
EL ESSILORLUXOTTICA SA
INEA FONCIERE INEA
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
BRBY BURBERRY GROUP PLC
MRN MERSEN SA
KOF KAUFMAN & BROAD SA
KER KERING SA
ALTA ALTAREA SCA
VNA VONOVIA SE
ALO ALSTOM SA
XIOR XIOR STUDENT HOUSING N.V.
SCHP SCHINDLER HOLDING AG PREF
NEX NEXANS SA
ICAD ICADE SA
01913 PRADA S.P.A.
BYG BIG YELLOW GROUP PLC
COFB COFINIMMO SA
INH INDUS HOLDING AG
KRN KRONES AG
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
DOKA DORMAKABA HOLDING AG
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
KGX KION GROUP AG
MONC MONCLER SPA
CPINV CARE PROPERTY INVEST SA
ASSA B ASSA ABLOY AB CLASS B
ZAG ZUMTOBEL GROUP AG
BCHN BURCKHARDT COMPRESSION HOLDING AG
SAFE SAFESTORE HOLDINGS PLC
PRY PRYSMIAN S.P.A.
ANDR ANDRITZ AG
ARG ARGAN SA
VGP VGP NV
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
DKG DEUTSCHE KONSUM REIT-AG
JUN3 JUNGHEINRICH AG PREF
SAE SHOP APOTHEKE EUROPE NV
SIE SIEMENS AG
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
NKT NKT A/S
DUE DURR AG
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
VOS VOSSLOH AG
SANT S&T AG
NSI NSI N.V.
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
KBX KNORR-BREMSE AG
SRAIL STADLER RAIL AG
ENR SIEMENS ENERGY AG
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
CTPNV CTP NV
ONE ONE UNITED PROPERTIES SA
ATCO A ATLAS COPCO AB
TTS TRANSPORT TRADE SVCS
ACLN ACCELLERON INDUSTRIES LTD
SHUR SHURGARD SELF STORAGE LIMITED
LANV PRIMAVERA CAP ACQUISITION CORP
PFSE PFISTERER HOLDING SE
- Adrian Pehl
- Bruno Cavalier
- Delphine Brault
- Nathan Mietlicki
- Steven Boumans
SU SCHNEIDER ELECTRIC SE
KNEBV KONE OYJ CLASS B
G1A GEA GROUP AG
MC LVMH MOET HENNESSY LOUIS VUITTON SE
LI KLEPIERRE SA
COV COVIVIO SA
RI PERNOD RICARD SA
GFC GECINA SA
NXI NEXITY SA CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
ABB ABB LTD.
FLY SOCIETE FONCIERE LYONNAISE SA
RXL REXEL SA
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
AGS AGEAS SA/NV
EL ESSILORLUXOTTICA SA
INEA FONCIERE INEA
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
BRBY BURBERRY GROUP PLC
MRN MERSEN SA
KOF KAUFMAN & BROAD SA
KER KERING SA
ALTA ALTAREA SCA
VNA VONOVIA SE
ALO ALSTOM SA
XIOR XIOR STUDENT HOUSING N.V.
SCHP SCHINDLER HOLDING AG PREF
NEX NEXANS SA
ICAD ICADE SA
01913 PRADA S.P.A.
BYG BIG YELLOW GROUP PLC
COFB COFINIMMO SA
INH INDUS HOLDING AG
KRN KRONES AG
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
DOKA DORMAKABA HOLDING AG
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
KGX KION GROUP AG
MONC MONCLER SPA
CPINV CARE PROPERTY INVEST SA
ASSA B ASSA ABLOY AB CLASS B
ZAG ZUMTOBEL GROUP AG
BCHN BURCKHARDT COMPRESSION HOLDING AG
SAFE SAFESTORE HOLDINGS PLC
PRY PRYSMIAN S.P.A.
ANDR ANDRITZ AG
ARG ARGAN SA
VGP VGP NV
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
DKG DEUTSCHE KONSUM REIT-AG
JUN3 JUNGHEINRICH AG PREF
SIE SIEMENS AG
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
NKT NKT A/S
DUE DURR AG
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
VOS VOSSLOH AG
SANT S&T AG
NSI NSI N.V.
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
KBX KNORR-BREMSE AG
SRAIL STADLER RAIL AG
ENR SIEMENS ENERGY AG
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
CTPNV CTP NV
ONE ONE UNITED PROPERTIES SA
ATCO A ATLAS COPCO AB
ACLN ACCELLERON INDUSTRIES LTD
SHUR SHURGARD SELF STORAGE LIMITED
PFSE PFISTERER HOLDING SE
- Florent Laroche-Joubert
- Roy Külter
- Steven Boumans
COV COVIVIO SA
GFC GECINA SA
NXI NEXITY SA CLASS A
FLY SOCIETE FONCIERE LYONNAISE SA
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
INEA FONCIERE INEA
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
KOF KAUFMAN & BROAD SA
ALTA ALTAREA SCA
VNA VONOVIA SE
XIOR XIOR STUDENT HOUSING N.V.
ICAD ICADE SA
BYG BIG YELLOW GROUP PLC
COFB COFINIMMO SA
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
CPINV CARE PROPERTY INVEST SA
SAFE SAFESTORE HOLDINGS PLC
ARG ARGAN SA
VGP VGP NV
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
DKG DEUTSCHE KONSUM REIT-AG
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
CTPNV CTP NV
ONE ONE UNITED PROPERTIES SA
SHUR SHURGARD SELF STORAGE LIMITED
- Wim Lewi
AEX from 25 to 30, place your bets Our candidates for the AEX expansio...
The AEX is set to expand from 25 to 30 constituents starting on 23rd September, announcement on 9th September after close. This marks a significant change since its last expansion in 1994. The new rule book was published on 22/08/25 and leaves some room for interpretation for companies that have another primary listing (WDP). We believe that WDP meets the requirement for “reference market”. The expansion will be based on Free Float Market Capitalization, with a buffer zone to manage transitions....
- Maissa Keskes
- Stephane Houri
EVT EVOTEC SE
GYC GRAND CITY PROPERTIES SA
TPE PVA TEPLA AG
GLB GLANBIA PLC
LNZ LENZING AG
SIX2 SIXT SE
FTON FEINTOOL INTERNATIONAL HOLDING AG
WIE WIENERBERGER AG
SEM SEMPERIT HOLDING AG
PAT PATRIZIA AG
KTCG KAPSCH TRAFFICCOM
FYB FORMYCON AG
JEN JENOPTIK AG
HGEA HGEARS AG
TUI TUI AG
R3NK RENK GROUP AG
AQ AQUILA PART PROD COM
SPG SPRINGER NATURE AG & CO. KGAA
- Maissa Keskes
- Stephane Houri
EVT EVOTEC SE
GYC GRAND CITY PROPERTIES SA
TPE PVA TEPLA AG
GLB GLANBIA PLC
LNZ LENZING AG
SIX2 SIXT SE
FTON FEINTOOL INTERNATIONAL HOLDING AG
WIE WIENERBERGER AG
SEM SEMPERIT HOLDING AG
PAT PATRIZIA AG
KTCG KAPSCH TRAFFICCOM
FYB FORMYCON AG
JEN JENOPTIK AG
HGEA HGEARS AG
TUI TUI AG
R3NK RENK GROUP AG
AQ AQUILA PART PROD COM
SPG SPRINGER NATURE AG & CO. KGAA
- Olfa Taamallah
- Yan Derocles
- Olfa Taamallah
- Yan Derocles
Aalberts reports the completion of its share buyback programme
Aalberts reports the completion of its share buyback programme Utrecht, 12 August 2025, Aalberts today reports the completion 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 completed on 04 August 2025. It is intended that the shares will be cancelled following repurchase. 51,373 of its own shares have been repurchased on 04 August 2025, for an amount of EUR 1,433,068.14, so at an average share price of EUR 27.90 Up to and including 04 August 2025, a cumulative total of 2,54...
- Marc Hesselink
- CFA
- Thymen Rundberg
Barco/Underlying improvement/BUY
We update our model for Barco following a good 1H25 update. In our view the structural underlying improvements should more than offset any short-term tariff impact. We also welcome the changed capital allocation strategy and would not be surprised to see another buyback in the future. We reiterate our BUY rating and slightly increase our target price from €17.0 to €17.5. The planned CMD on 23 October could act as a trigger for the stock.
Aalberts reports the progress of its share buyback programme 28 July ...
Aalberts reports the progress of its share buyback programme 28 July – 01 August 2025 Utrecht, 5 August 2025, Aalberts today reports that it has repurchased 242,722 of its own shares in the period from 28 July 2025, up to and including 02 August 2025, for an amount of EUR 9,756,200, so at an average share price of EUR 28.47. 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 canc...
- Florent Laroche-Joubert
- Roy Külter
- Steven Boumans
COV COVIVIO SA
GFC GECINA SA
NXI NEXITY SA CLASS A
FLY SOCIETE FONCIERE LYONNAISE SA
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
INEA FONCIERE INEA
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
KOF KAUFMAN & BROAD SA
ALTA ALTAREA SCA
VNA VONOVIA SE
XIOR XIOR STUDENT HOUSING N.V.
ICAD ICADE SA
BYG BIG YELLOW GROUP PLC
COFB COFINIMMO SA
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
CPINV CARE PROPERTY INVEST SA
SAFE SAFESTORE HOLDINGS PLC
ARG ARGAN SA
VGP VGP NV
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
DKG DEUTSCHE KONSUM REIT-AG
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
CTPNV CTP NV
ONE ONE UNITED PROPERTIES SA
SHUR SHURGARD SELF STORAGE LIMITED
- Julian Dobrovolschi
- Steven Boumans
V1S ARKEMA
LHN HOLCIM AG
LR LEGRAND
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
AC ACCOR SA
ENX EURONEXT NV
VIE VEOLIA ENVIRONNEMENT SA
SGO COMPAGNIE DE SAINT-GOBAIN SA
ENGI ENGIE SA.
EDP EDP-ENERGIAS DE PORTUGAL SA
DG VINCI SA
SU SCHNEIDER ELECTRIC SE
RNO RENAULT SA
ADS ADIDAS AG
APAML APERAM SA
LI KLEPIERRE SA
COV COVIVIO SA
OUT1V OUTOKUMPU OYJ
GFC GECINA SA
NXI NEXITY SA CLASS A
FLY SOCIETE FONCIERE LYONNAISE SA
EN BOUYGUES SA
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
GLE SOCIETE GENERALE S.A. CLASS A
INEA FONCIERE INEA
WHA WERELDHAVE N.V.
TEP TELEPERFORMANCE SE
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
BLND BRITISH LAND COMPANY PLC
ITRK INTERTEK GROUP PLC
KOF KAUFMAN & BROAD SA
ALTA ALTAREA SCA
VNA VONOVIA SE
ACX ACERINOX SA
XIOR XIOR STUDENT HOUSING N.V.
SAF SAFRAN S.A.
BCP BANCO COMERCIAL PORTUGUES S.A.
HEI HEIDELBERGCEMENT AG
VER VERBUND AG CLASS A
ENEL ENEL SPA
ICAD ICADE SA
BYG BIG YELLOW GROUP PLC
COFB COFINIMMO SA
NEM NEMETSCHEK SE
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
FCC FOMENTO DE CONSTRUCCIONES Y CONTRATAS S.A.
VASTB VASTNED RETAIL BELGIUM NV
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
AMS AMADEUS IT GROUP SA CLASS A
CARM CARMILA SAS
EVK EVONIK INDUSTRIES AG
LEG LEG IMMOBILIEN AG
CPINV CARE PROPERTY INVEST SA
SAFE SAFESTORE HOLDINGS PLC
ANDR ANDRITZ AG
ARG ARGAN SA
VGP VGP NV
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
WLN WORLDLINE SA
MERLIN MERLIN PROPERTIES SOCIMI S.A.
CLNX CELLNEX TELECOM S.A.
RACE FERRARI NV
DKG DEUTSCHE KONSUM REIT-AG
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
PIRC PIRELLI & C. S.P.A.
REY REPLY S.P.A.
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
KBX KNORR-BREMSE AG
NEXI NEXI S.P.A.
CPR DAVIDE CAMPARI-MILANO N.V.
WDP WAREHOUSES DE PAUW SCA
UMG UNIVERSAL MUSIC GROUP NV
ECMPA EUROCOMMERCIAL PROPERTIES NV
DTG DAIMLER TRUCK
CTPNV CTP NV
ONE ONE UNITED PROPERTIES SA
SHUR SHURGARD SELF STORAGE LIMITED
TEN TENARIS S.A.
- Jerôme Bodin
- Steven Boumans
APAML APERAM SA
LI KLEPIERRE SA
COV COVIVIO SA
OUT1V OUTOKUMPU OYJ
GFC GECINA SA
NXI NEXITY SA CLASS A
FLY SOCIETE FONCIERE LYONNAISE SA
GYC GRAND CITY PROPERTIES SA
F3C SFC ENERGY AG
MERY MERCIALYS SA
DEC JCDECAUX SA
INEA FONCIERE INEA
VIV VIVENDI SE
WHA WERELDHAVE N.V.
SRP SRP GROUPE SA
PSM PROSIEBENSAT.1 MEDIA SE
BLND BRITISH LAND COMPANY PLC
MRN MERSEN SA
KOF KAUFMAN & BROAD SA
ALTA ALTAREA SCA
VNA VONOVIA SE
ACX ACERINOX SA
XIOR XIOR STUDENT HOUSING N.V.
ICAD ICADE SA
BYG BIG YELLOW GROUP PLC
COFB COFINIMMO SA
SOC SUBSEA 7 S.A.
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
COK CANCOM SE
VASTB VASTNED RETAIL BELGIUM NV
DLG DE'LONGHI S.P.A.
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
CPINV CARE PROPERTY INVEST SA
BRNL BRUNEL INTERNATIONAL N.V.
GCO GRUPO CATALANA OCCIDENTE S.A.
SAFE SAFESTORE HOLDINGS PLC
ARG ARGAN SA
VGP VGP NV
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
WLN WORLDLINE SA
MERLIN MERLIN PROPERTIES SOCIMI S.A.
DKG DEUTSCHE KONSUM REIT-AG
TRE TECNICAS REUNIDAS SA
XFAB X-FAB SILICON FOUNDRIES SE
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
UMI UMICORE
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
NEXI NEXI S.P.A.
CLA CLARANOVA SE
WDP WAREHOUSES DE PAUW SCA
TE TECHNIP ENERGIES NV
AERO MONTANA AEROSPACE AG
ECMPA EUROCOMMERCIAL PROPERTIES NV
FUR FUGRO NV
CTPNV CTP NV
ONE ONE UNITED PROPERTIES SA
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
SHUR SHURGARD SELF STORAGE LIMITED
PLNW PLANISWARE
VIRI VIRIDIEN
AMS AMS-OSRAM AG
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