reports
- Jacob Mekhael
- Kristof Samoy
- Thomas Couvreur
- Wim Lewi
- ING Helpdesk
Benelux Morning Notes
Acomo: Acquires Manuzzi, expanding footprint in Southern Europe ASR: Ingrid de Swart to succeed Jos Baeten as CEO of ASR in May 2026 Fagron: Antitrust clearance for Brazilian Purifarma and Injeplast deals PostNL: Relaxation USO D+3 brought forward, pre-earnings analyst call 3Q25 Sofina: Over €0.5bn of additional firepower
- Hilde Van Boxstael
- Livio Luyten
- Mathijs Geerts Danau
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
- ING Helpdesk
- ING Helpdesk
Benelux Morning Notes
Belgian telcos: Digi launches new mobile offer at €7 per month with 30GB D'Ieteren: Belgium Sept car registration, Febiac cuts 2025 outlook to 405-410k new cars Dutch insurance: Achmea Sixth Steet JV done, new entrant for buyouts for ASR and NN Heijmans: I'm a steamroller baby Prosus: Just Eat Takeaway offer unconditional WDP: €22m investment in Romania
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Kristof Samoy
- Michiel Declercq
- Thomas Couvreur
- Wim Lewi
- Guy Sips
- Kristof Samoy
- Livio Luyten
- Michiel Declercq
- Thibault Leneeuw
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
Dynamic Top Pick List Update October: Removing VGP – Adding Shurgard a...
In this October update of our Dynamic Top Pick List we are removing VGP while adding Shurgard and Wolters Kluwer. Since its recent inclusion in our Dynamic Top Pick List in July-25, VGPs share rose by 10.6%. While we still believe there is significant upside to the share price, we don't see short term catalysts. In fact, the macro picture remains cloudy with the jury still out on the impact of tariffs and the erratic US policy shifts. Also, we are a bit concerned that competition in Western Eur...
WKL WOLTERS KLUWER NV
EVS EVS BROADCAST EQUIPMENT SA
XIOR XIOR STUDENT HOUSING N.V.
DIE D'IETEREN SA
SOF SOFINA SA
ROYAL VOPAK NV
VGP VGP NV
KIN KINEPOLIS GROUP NV
ABI ANHEUSER-BUSCH INBEV SA/NV
EXO EXOR N.V.
WDP WAREHOUSES DE PAUW SCA
AZE AZELIS GROUP NV
DEME DEME GROUP NV
SHUR SHURGARD SELF STORAGE LIMITED
- ING Helpdesk
Benelux Morning Notes
Aedifica, Cofinimmo: Update on the Belgian Competition Authority. Arcadis: Share buyback programme. ASR: Focus on rural Real Estate – Farmland Fund. Coca-Cola Europacific Partners plc: Disasters strike. Heineken: From green to red. Zabka: Raising medium term store opening guidance
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Livio Luyten
- Wim Lewi
- Jason Kalamboussis
ASR/Carrying the advantage/BUY
With the benefit of an unfolding stronger capital position, ASR is accelerating its buyouts as other players are stepping back. The recent placement of AEGON of 6% of its ASR stake bringing it down to 24% is a positive step that allows ASR to better manage its excess capital expectations. Core messages for us coming out of our ING London conference is the potential ASR has for longevity deals that will lead to further releases of capital in 2026-27, and the integration speed that already incorpo...
IBA – Transparency Notification
IBA – Transparency Notification (Article 14, paragraph 1 of the law of 2 May 2007 on the disclosure of major holdings) Louvain-la-Neuve (Belgium), 22 September 2025, 06:00 PM Summary of the notification IBA (Ion Beam Applications S.A - EURONEXT - Reuters IBAB.BR - Bloomberg IBAB.BB), the world leader in particle accelerator technology, announces that it has to issue a transparency notification, in accordance with Article 14, al. 1 of the Transparency Law of May 2, 2007 on disclosure of major holdings, further to a notification dated Tuesday 16 September 2025 and received on Thursday ...
IBA SA – NOTIFICATION TRANSPARENCE
IBA SA – NOTIFICATION TRANSPARENCE (Article 14, alinéa 1er de la loi du 2 mai 2007 relative à la publicité des participations importantes) Louvain-la-Neuve (Belgique), le 22 septembre 2025, 18h00 Résumé de la notification IBA (Ion Beam Applications S.A. - EURONEXT - Reuters IBAB.BR - Bloomberg IBAB.BB), le leader mondial de la technologie d’accélération de particules, annonce devoir effectuer une notification en matière de transparence conformément à l'article 14, alinéa 1er de la loi du 2 mai 2007 relative à la publicité des participations importantes (« loi transparence »), à la sui...
- ING Helpdesk
Benelux Morning Notes
Belgian telcos: Football rights negotiations between DAZN and Proximus resume. Eurocommercial Properties: CMD Feedback. EVS: Adds another small acquisition to its new ‘media robotics' segment. Kinepolis: Paramount Skydance reportedly to bid for Warner Bros. Discovery. Wolters Kluwer: Two CEOs, one strong AI story
- Guy Sips
- Hilde Van Boxstael
- Kristof Samoy
- Lynn Hautekeete
- Wim Lewi
- Kristof Samoy
CMB.Tech Unique & future proof industrial shipping platform
Late August CMB.TECH completed the merger with Golden Ocean which created one of the world's largest diversified listed maritime groups predominantly exposed to dry bulk (56% of GAV) and crude tankers (26% of GAV). Considering the ageing global tanker & bulker fleet, the group boosts an attractive low average vessel age and -thanks to its ongoing NB programme- still has room for further asset disposals while the future-proof vessels hold interesting optionality for low carbon fuel adoption. The ...
- ING Helpdesk
IBA – TRANSPARENCY NOTIFICATION
IBA – TRANSPARENCY NOTIFICATION (Article 14, paragraph 1 of the law of 2 May 2007 on the disclosure of major holdings) Louvain-la-Neuve, Belgium, September 10, 2025 06:00 PM Summary of the notification IBA (Ion Beam Applications), the world’s leading provider of proton therapy solutions for the treatment of cancer, announces that it has to issue a transparency notification, in accordance with Article 14, al. 1 of the Transparency Law of May 2, 2007 on disclosure of major holdings, further to the notification received on September 3, 2025. In its notification, Marcel Jo Maschmeyer ind...
IBA SA – NOTIFICATION TRANSPARENCE
IBA SA – NOTIFICATION TRANSPARENCE (article 14, alinéa 1er de la loi du 2 mai 2007 relative à la publicité des participations importantes) Louvain-la-Neuve, Belgique, le 10 septembre 2025, 18:00 Résumé de la notification IBA (Ion Beam Applications SA), le premier fournisseur mondial de solutions de protonthérapie pour le traitement du cancer, annonce devoir effectuer une notification en matière de transparence conformément à l'article 14, alinéa 1er de la loi du 2 mai 2007 relative à la publicité des participations importantes (« loi transparence »), à la suite d’une notification reçu...
- Robert Jan Vos
- Usama Tariq
- Robert Jan Vos
- Usama Tariq
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.