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Guy Sips ... (+7)
  • Guy Sips
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Mathijs Geerts Danau
  • Thomas Couvreur
  • Wim Hoste
  • Wim Lewi

Morning Notes : AGN NA, AGFB BB, IVA FP, MDXH BB, MELE BB, SOLB BB, DE...

: AGN NA, AGFB BB, IVA FP, MDXH BB, MELE BB, SOLB BB, DEME BB, AUTL US, ZEAL DC, PHVS US

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Ahold Delhaize: Preview 3Q25. Financials: US Regional Banks issue becomes 2nd headache to weather. Proximus: Government would have rejected Xavier Niel's proposal for co control

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

AEGON: 3Q preview. AMG: Divestment of AMG Graphite at supportive multiple. VGP: 280k sqm acquisition in North Rhine Westphalia

Jason Kalamboussis
  • Jason Kalamboussis

AEGON/Sailing to the US/BUY

As AEGON is preparing to change its domiciliation to the US, it may have to take bolder steps at its upcoming CMD. Keeping the current perimeter makes little sense. As such we believe disposals may come: International, where notably AEGON can exit or move its bancassurance JV with Santander to another player (NN Group?), UK, and certainly review its AM operations. In the US, a partial float of WFG would make sense but may not be a priority as much as reinsuring/exiting legacy books. We increase ...

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

AEGON: US Life Brighthouse sale to PE a (slow) trend. Athora: Peer of ASR, NN, 1H25 results. Strong OCG growth, lower Solvency. EVS: Peer Evertz 1Q26 results

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

AEGON & ASR: placing a 6% stake in ASR, happy family. Events Calendar

Cor Kluis ... (+2)
  • Cor Kluis
  • Thomas Zlowodzki
Cor Kluis ... (+2)
  • Cor Kluis
  • Thomas Zlowodzki
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