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Carole Braudeau
  • Carole Braudeau

Credit Morning 12/10/2025

Nexans reassures investors over the GSI project amid freeze rumors|Casino redeems € 30m on Quatrim bond|Asmodee has successfully priced its new senior secured notes|Ageas issues a 5.875% RT1 PNC34 to strengthen its solvency following the 2025 transactions|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 10/12/2025

Nexans reassures investors over the GSI project amid freeze rumors|Casino rembourse 30 m EUR sur l’obligation Quatrim|Asmodee a placé avec succès son nouvel emprunt obligataire|Ageas émet un RT1 PNC34 à 5.875%, pour renforcer sa solvabilité après les opérations 2025|

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Aegon: CMD: UK up for sale (+) US legacy transaction (+), its cost (- -), targets in line (=). Kinepolis: Poor November box office in US/Canada and France attendance. MICC: Golden ice.

Guy Sips ... (+4)
  • Guy Sips
  • Kristof Samoy
  • Thomas Couvreur
  • Wim Lewi
ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Ageas: CEO interview in local press. Ageas at ING conference in New York. ASR: Solvency gets +10 to +12% uplift, as expected but brings ASR to above 210% Sol 2 ratio. OCI: Exchange terms set for OCI/Orascom merger. Events Calendar

Pierre FerraguÊ
  • Pierre FerraguÊ

Bible 3Q25 – Autos: Limited near-term visibility, but our cycle thesis...

Today, we are publishing the Automotive section of our 29th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. We will publish sections on Hyperscale & Cloud, Telecom Equipment, Industrials, PCs, Enterprise IT, and Foundry later this week. Auto demand came in above expectations, with limited signs of an air-pock...

 PRESS RELEASE

STMicroelectronics : Lorenzo Grandi, Président et Directeur financier ...

STMicroelectronics : Lorenzo Grandi, Président et Directeur financier de STMicroelectronics interviendra lors de la conférence investisseurs de Barclays Lorenzo Grandi, Président et Directeur financier de STMicroelectronics interviendra lors de la conférence investisseurs de Barclays  Genève, le 4 décembre 2025 – Lorenzo Grandi, Président et Directeur financier de STMicroelectronics N.V. (« ST ») (NYSE : STM), interviendra lors de la 23ème conférence annuelle mondiale sur la technologie organisée par Barclays qui se tiendra à San Francisco, le jeudi 11 décembre 2025 à 19h25 (heure de Paris...

 PRESS RELEASE

Lorenzo Grandi, STMicroelectronics’ President and CFO to speak at Barc...

Lorenzo Grandi, STMicroelectronics’ President and CFO to speak at Barclays investor conference Lorenzo Grandi, STMicroelectronics’ President and CFO to speak at Barclays investor conference Geneva, December 4, 2025 - STMicroelectronics N.V. (“ST”) (NYSE: STM) President and Chief Financial Officer Lorenzo Grandi will speak at the Barclays 23rd Annual Global Technology Conference in San Francisco on Thursday, December 11, 2025 at 7.25pm CET / 10.25am U.S. Pacific Time. A live webcast (listen-only mode) of the conference will be accessible at ST’s website, , and will be available for replay...

Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
 PRESS RELEASE

STMicroelectronics announces status of common share repurchase program

STMicroelectronics announces status of common share repurchase program STMicroelectronics announces status of common share repurchase program Disclosure of Transactions in Own Shares – Period from November 24, 2025 to November 25, 2025 AMSTERDAM – December 01, 2025 -- STMicroelectronics N.V. (the “Company” or “STMicroelectronics”), a global semiconductor leader serving customers across the spectrum of electronics applications, announces full details of its common share repurchase program (the “Program”) disclosed via a press release dated June 21, 2024. The Program was approved by a share...

 PRESS RELEASE

Novo Nordisk phase 2 trial with amycretin reports significant weight l...

Novo Nordisk phase 2 trial with amycretin reports significant weight loss and HbA1c reduction in type 2 diabetes Amycretin showed statistically significant weight loss of up to 14.5% at 36 weeksAmycretin demonstrated statistically significant reductions in HbA1c with up to 89.1% achieving HbA1c levels below 7%Amycretin appeared to have a safe and well-tolerated profile consistent with incretin and amylin-based therapies Bagsværd, Denmark, 25 November 2025 – Novo Nordisk today announced positive headline results from a phase 2 clinical trial with amycretin in people with type 2 diabetes. Th...

 PRESS RELEASE

STMicroelectronics streamlines smart-home device integration with indu...

STMicroelectronics streamlines smart-home device integration with industry-first Matter NFC chip STMicroelectronics streamlines smart-home device integrationwith industry-first Matter NFC chip Matter 1.5 enhances the consumer experience at home with right-first-time NFC onboarding of multiple devices as fast and easy as paying by phoneMarket-first secure chip supporting new Matter 1.5 smart-home networking specification is ready for integration into smart-home devices Geneva, November 25, 2025 – STMicroelectronics (NYSE: STM), a global semiconductor leader serving customers across the spe...

 PRESS RELEASE

STMicroelectronics simplifie l’intégration des appareils pour la maiso...

STMicroelectronics simplifie l’intégration des appareils pour la maison intelligente avec la première puce de l’industrie NFC Matter  STMicroelectronics simplifie l’intégration des appareils pour la maison intelligente avec la première puce de l’industrie NFC Matter  Matter 1.5 améliore l’expérience utilisateur à la maison grâce à un appairage NFC réussi du premier coup pour plusieurs appareils, aussi rapide et simple que de payer avec son téléphone.Première puce sécurisée sur le marché qui prend en charge la nouvelle spécification réseau Matter 1.5 pour la maison intelligente, prête à êtr...

Martial Descoutures
  • Martial Descoutures
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