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Marine Leleux ... (+3)
  • Marine Leleux
  • Maureen Schuller
  • Suvi Platerink Kosonen

Bank Brunch/HQLA demand for covered bonds, PBB 2Q loss, digitalisation...

Covered bonds lose ground to Govies & SSAs in EU HQLA portfolios. Deutsche Pfandbriefbank earnings swing to a significant loss. ECB explores the effect of digitalisation on deposit outflows.

Marine Leleux ... (+3)
  • Marine Leleux
  • Maureen Schuller
  • Suvi Platerink Kosonen

Bank Brunch/HQLA demand for covered bonds, PBB 2Q loss, digitalisation...

Covered bonds lose ground to Govies & SSAs in EU HQLA portfolios. Deutsche Pfandbriefbank earnings swing to a significant loss. ECB explores the effect of digitalisation on deposit outflows.

Steven Gould
  • Steven Gould
Steven Gould
  • Steven Gould
Aurelien Sivignon ... (+2)
  • Aurelien Sivignon
  • Yan Derocles
Aurelien Sivignon ... (+2)
  • Aurelien Sivignon
  • Yan Derocles
ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

AB InBev: 2Q25 results. Air France-KLM: Nice beat, let's see how FY25 finishes. AMG: Uptrend continues in 2Q25 with 23% EBITDA beat and guidance up to +US$200m. Aperam: Slight 2Q25 EBITDA beat, 3Q25 seen down QoQ. Arcadis: EBITA margin held up well in 2Q25, order intake mixed. Ayvens: 2Q25 results. Azelis: Soft but largely in-line 2Q25 with EMEA offsetting weaker APAC. Bekaert: 1H25 miss and lowered outlook to result in c.5% consensus downside. Corbion: Taking it to the wire. dsm...

 PRESS RELEASE

Exosens launches a share buyback programme

Exosens launches a share buyback programme PRESS RELEASEMÉRIGNAC, FRANCE – 31 JULY 2025 EXOSENS LAUNCHES A SHARE BUYBACK PROGRAMME Exosens (the “Company”) announces the launch of a share buyback programme and has today entered into an agreement with an investment services provider to repurchase a maximum of 240,000 shares. The buyback period will commence on 31 July 2025 and end on 31 October 2025. The shares repurchased under this mandate are intended to be used to cover performance share plans for employees of the Group. This programme is implemented pursuant to the authorisation gran...

 PRESS RELEASE

Exosens : Mise en œuvre d’un programme de rachat d’actions

Exosens : Mise en œuvre d’un programme de rachat d’actions COMMUNIQUÉ DE PRESSEMÉRIGNAC, FRANCE – 31 JUILLET 2025 MISE EN ŒUVRE D’UN PROGRAMME DE RACHAT D’ACTIONS Exosens (la « Société ») a décidé de lancer un programme de rachat d’actions et a confié ce jour à un prestataire de services d’investissement un mandat de rachat d’actions portant sur un maximum de 240 000 actions, sur une période débutant le 31 juillet 2025 et se terminant le 31 octobre 2025. La Société a l’intention d’affecter les actions ainsi rachetées à la couverture des plans d’actions de performance destinés aux collabo...

 PRESS RELEASE

AMG Critical Materials N.V. Announces Interim Dividend

AMG Critical Materials N.V. Announces Interim Dividend Amsterdam, 30 July 2025 (Regulated Information) --- AMG Critical Materials N.V. (“AMG”, EURONEXT AMSTERDAM: “AMG”) declares an interim dividend of €0.20 per ordinary share, unchanged from the interim dividend of €0.20 per ordinary share in the prior year. The interim dividend of €0.20 per ordinary share, in respect of the period from January 1, 2025 to June 30, 2025, is payable on August 15, 2025 to shareholders of record as of August 7, 2025. The ex-dividend date will be August 6, 2025. Dutch withholding tax will be deducted from the ...

 PRESS RELEASE

AMG Reports Strong Second Quarter 2025 Results

AMG Reports Strong Second Quarter 2025 Results Amsterdam, 30 July 2025 (Regulated Information) --- AMG Critical Materials N.V. (“AMG”, EURONEXT AMSTERDAM: “AMG”) reports second quarter 2025 revenue of $439 million, a 20% increase compared to the second quarter 2024 revenue of $364 million. AMG achieved an adjusted EBITDA of $71 million, a 79% increase compared to the second quarter of 2024 adjusted EBITDA of $39 million. The AMG Technologies segment drove this exceptional performance, with an adjusted EBITDA of $53 million compared to $18 million in the second quarter of last year. Dr. Hei...

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