reports
- 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
- Livio Luyten
Hal Trust Top tier investment firm with a fading appeal
HAL Trust, a prestige investment firm, has delivered over 100x returns to shareholders since 1977 with a small, talented team. Its portfolio stands out with maritime assets like Boskalis (33% of NAV), Vopak (14.3%), SBM Offshore (5%), and well-known names like Coolblue and Siltronic. Despite this, HAL's share price is down 20% from its peak in 2016 and the stock is trading at a 24% discount to book value. Apart from sluggish portfolio performance, we see four reasons for fading investor interes...
Fagron receives Brazilian antitrust clearance for Purifarma and Injepl...
Fagron receives Brazilian antitrust clearance for Purifarma and Injeplast acquisitions Regulated information - inside informationNazareth (Belgium)/Rotterdam (The Netherlands), 6 October 2025 – 7:00 AM CET Fagron receives Brazilian antitrust clearance for Purifarma and Injeplast acquisitions Fagron, the leading global player in pharmaceutical compounding, announces that the Brazilian competition authority, CADE, has granted clearance for the previously announced acquisitions of Purifarma and Injeplast in Brazil. The clearances represent an important step forward in executing Fagron’s di...
Fagron verkrijgt goedkeuring door de mededingingsautoriteit in Brazili...
Fagron verkrijgt goedkeuring door de mededingingsautoriteit in Brazilië voor de overnames Purifarma and Injeplast Gereglementeerde informatie - voorkennisNazareth (België)/Rotterdam (Nederland), 6 October 2025 – 07.00 uur CET Fagron verkrijgt goedkeuring door de mededingingsautoriteit in Brazilië voor de overnames Purifarma and Injeplast Fagron, de toonaangevende wereldwijde speler in farmaceutische bereidingen, kondigt aan dat de Braziliaanse mededingingsautoriteit, CADE, goedkeuring heeft verleend voor de eerder aangekondigde acquisities Purifarma and Injeplast in Brazilië. De goedke...
- 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
- 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
- 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...
Fagron increases share capital through exercise subscription rights
Fagron increases share capital through exercise subscription rights Regulated informationNazareth (Belgium)/Rotterdam (The Netherlands), 29 September 2025 – 7PM CET Fagron increases share capital through exercise subscription rights Fagron announces that as a result of the exercise of subscription rights, 355,000 new shares have been issued on 29 September 2025. In accordance with the Belgian transparency legislation, Fagron notes that its total share capital currently amounts to € 506,745,841.93. The total number of shares with voting rights after the issue amounts to 73,668,904 which ...
Fagron verhoogt kapitaal door uitoefening van inschrijvingsrechten
Fagron verhoogt kapitaal door uitoefening van inschrijvingsrechten Gereglementeerde informatieNazareth (België)/Rotterdam (Nederland), 29 september 2025 – 19:00u. CET Fagron verhoogt kapitaal door uitoefening van inschrijvingsrechten Fagron maakt bekend dat er op 29 september 2025 355.000 nieuwe aandelen zijn uitgegeven als gevolg van de uitoefening van inschrijvingsrechten. Overeenkomstig de Belgische transparantiewetgeving deelt Fagron mee dat haar maatschappelijk kapitaal na de uitgifte € 506.745.841,93 bedraagt. Het totaal aantal stemrechtverlenende effecten na de uitgifte bedraagt ...
- Maxime Kogge
PEO BANK POLSKA KASA OPIEKI SA
SDG SYNERGIE SA
INF INFOTEL SA
BEN BENETEAU SA
PKO PKO BANK POLSKI S.A.
FAGR FAGRON SA
VRAP VRANKEN-POMMERY MONOPOLE SA
GBT GUERBET SA
TRI TRIGANO SA
A1XA4J CARBIOS SA
ERA ERAMET SA
QDT QUADIENT SA
SPL SANTANDER BANK POLSKA SA
MIL BANK MILLENNIUM SA
TWEKA TKH GROUP N.V. CERT
ALR ALIOR BANK SA
RIO RIO TINTO PLC
BHP BHP GROUP LTD
VK VALLOUREC SA
ALVGO VOGO SA
ARVEN ARVERNE GROUP SA
MFEA MEDIASET NV
FERGR FERRARI GROUP PUBLIC LIMITED COMPANY
AAL ANGLO AMERICAN PLC
- Maxime Kogge
INF INFOTEL SA
BEN BENETEAU SA
FAGR FAGRON SA
VRAP VRANKEN-POMMERY MONOPOLE SA
GBT GUERBET SA
TRI TRIGANO SA
A1XA4J CARBIOS SA
ERA ERAMET SA
QDT QUADIENT SA
TWEKA TKH GROUP N.V. CERT
RIO RIO TINTO PLC
BHP BHP GROUP LTD
VK VALLOUREC SA
ALVGO VOGO SA
ARVEN ARVERNE GROUP SA
MFEA MEDIASET NV
FERGR FERRARI GROUP PUBLIC LIMITED COMPANY
AAL ANGLO AMERICAN PLC
- ING Helpdesk
Benelux Morning Notes
Belgian telecoms: Telenet increases its fixed internet speed at unchanged price Colruyt: FY25/26F profitability guidance maintained despite market share loss Corbion: Keep Calm and Carry On Fagron: Acquires UCP, adding to its 503A health and wellness offering in California GBL: Planning ahead to deliver on its promise OCI: Limited details on Orascom merger, sales process for Nitrogen Europe ongoing TKH Group: Mixed emotions Wolters Kluwer: Launches UpToDate Expert AI
- Robert Jan Vos
- Usama Tariq
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Livio Luyten
- Mathijs Geerts Danau
- Michiel Declercq
- Thibault Leneeuw
- Wim Hoste
Fagron announces the acquisition of UCP in North America and FDA inspe...
Fagron announces the acquisition of UCP in North America and FDA inspection update Regulated information - inside informationNazareth (Belgium)/Rotterdam (The Netherlands), 25 September 2025 – 7:00 AM CET Fagron announces the acquisition of UCP in North America and FDA inspection update Fagron, the leading global player in pharmaceutical compounding, is pleased to announce a strategic acquisition that will significantly reinforce its presence in North America. The company has signed the acquisition of University Compounding Pharmacy (UCP), a 503A pharmaceutical compounder specializing in...
Fagron kondigt de overname van UCP in Noord-Amerika aan en een update ...
Fagron kondigt de overname van UCP in Noord-Amerika aan en een update over de FDA-inspectie Gereglementeerde informatie - voorkennisNazareth (België)/Rotterdam (Nederland), 25 september 2025 – 07.00 uur CET Fagron kondigt de overname van UCP in Noord-Amerika aan en een update over de FDA-inspectie Fagron, de toonaangevende wereldwijde speler in farmaceutische bereidingen, kondigt met genoegen een strategische overname aan, die de positie van het bedrijf in Noord-Amerika aanzienlijk zal verstevigen. Het bedrijf heeft voor de overname van University Compounding Pharmacy (UCP), een farmaceut...
- Bruno Cavalier
- Ghada Ben Sedrine
- Nicolas David
MC LVMH MOET HENNESSY LOUIS VUITTON SE
ACN ACCENTURE PLC CLASS A
SSAB A SSAB AB CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
FLY SOCIETE FONCIERE LYONNAISE SA
INF INFOTEL SA
ASY ASSYSTEM SA
EL ESSILORLUXOTTICA SA
FAGR FAGRON SA
SWP SWORD GROUP SE
BRBY BURBERRY GROUP PLC
AUB AUBAY SA
KER KERING SA
ATE ALTEN SA
CAP CAPGEMINI SE
01913 PRADA S.P.A.
SAVE SAVENCIA SA
VRNL VERNEUIL PARTICIPATIONS
CTAC CTAC N.V.
TIETO TIETOEVRY OYJ
COK CANCOM SE
BC8 BECHTLE AG
ADN1 ADESSO AG
GNFT GENFIT SA
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
IDR INDRA SISTEMAS S.A. CLASS A
ECONT ECONOCOM GROUP SE CLASS D
REY REPLY S.P.A.
AGR AGRANA BETEILIGUNGS-AG
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
NA9 NAGARRO
FUR FUGRO NV
HDF HYDROGENE DE FRANCE
ZGN ERMENEGILDO ZEGNA NV
STM STABILUS SE
IOS IONOS GROUP SE
ATO ATOS SE
TRIO TRIODOS BANK N.V.
- Bruno Cavalier
- Ghada Ben Sedrine
- Nicolas David
MC LVMH MOET HENNESSY LOUIS VUITTON SE
ACN ACCENTURE PLC CLASS A
SSAB A SSAB AB CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
FLY SOCIETE FONCIERE LYONNAISE SA
INF INFOTEL SA
ASY ASSYSTEM SA
EL ESSILORLUXOTTICA SA
FAGR FAGRON SA
SWP SWORD GROUP SE
BRBY BURBERRY GROUP PLC
AUB AUBAY SA
KER KERING SA
ATE ALTEN SA
CAP CAPGEMINI SE
01913 PRADA S.P.A.
SAVE SAVENCIA SA
VRNL VERNEUIL PARTICIPATIONS
CTAC CTAC N.V.
TIETO TIETOEVRY OYJ
COK CANCOM SE
BC8 BECHTLE AG
ADN1 ADESSO AG
GNFT GENFIT SA
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
IDR INDRA SISTEMAS S.A. CLASS A
ECONT ECONOCOM GROUP SE CLASS D
REY REPLY S.P.A.
AGR AGRANA BETEILIGUNGS-AG
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
NA9 NAGARRO
FUR FUGRO NV
HDF HYDROGENE DE FRANCE
ZGN ERMENEGILDO ZEGNA NV
STM STABILUS SE
IOS IONOS GROUP SE
ATO ATOS SE
TRIO TRIODOS BANK N.V.
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