reports
- ING Helpdesk
Benelux Morning Notes
Just Eat Takeaway.com: Preview of 3Q24. Kinepolis: Peer Cineplex September box office revenue at 79% of 2019 level, up 3% YoY. Randstad: Preview of 3Q24F results due 22 October, consensus released. Staffing: Hays' 1Q24/25 trading update; 1Q24/25 growth slightly better on easier comps. TomTom: 3Q24 results - Enterprise partly saves the day. Coverage change
- Julian Dobrovolschi
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 10/10/2024
Thanks to unit revenue that has proven more resilient than anticipated, real discipline on capacity and a decline in the fuel bill, we expect margins to recover, especially for the legacies. IAG remains our top pick. We are upgrading Air France-KLM and Lufthansa to Neutral and downgrading Ryanair to Underperform as well as WizzAir on Neutral. - ...
- Julian Dobrovolschi
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 10/10/2024
Grâce à une recette unitaire qui se tient mieux que prévu, une discipline capacitaire notable et une baisse de la facture carburant, nous anticipons un rebond des marges tout particulièrement pour les majors. IAG reste notre valeur préférée. Nous relevons Air France-KLM et Lufthansa à Neutre et abaissons Ryanair à Sous-performance ainsi que Wizz Air à Neutre. - ...
- Konrad Zomer
Adecco : Heightened risk of a dividend cut and Q3 likely more challeng...
>Staffing markets were marginally more challenging in the last three months - Adecco is set to reports its Q3 results on 5 November. We believe trading conditions in key staffing markets like North America, France and Germany remained very difficult in Q3, and we believe Adecco might have faced a marginally more challenging trading environment in recent months. Easier comps and 1.1 additional working days are likely to be fully offset by margin pressure from weak perm...
- Konrad Zomer
Randstad : As long as downside risk exceeds upside potential….
>Market conditions have remained challenging - Staffing markets in North America, France, the Benelux and in particular Germany have not shown signs of improvement in recent months versus the first half of the year. Recent macro-economic data have not yet recovered and we believe corporates remain reluctant to recruit and candidates remain reluctant to change jobs. Staffing volumes in manufacturing, automotives and logistics are likely to remain under pressure. As a r...
- ING Helpdesk
- ING Helpdesk
- David Vagman
- CFA
- Francesca Ferragina
- Hans D’Haese
- Jason Kalamboussis
- Javier Campos Unda
- Marc Hesselink
- CFA
- Marc Zwartsenburg
- CEFA
- Maxime Stranart
- Quirijn Mulder
- Reg Watson
- CFA
- Stijn Demeester
- Thymen Rundberg
- Tijs Hollestelle
ING Benelux Favourites/ASM, ASR, D'Ieteren, EVS, Fugro, Randstad, SBM ...
We refresh our ING Benelux Favourites list. We still apply a fundamental bottom up approach in which we select stocks that provide the best (relative) upside within our Benelux coverage universe and these stocks need clear catalysts. Besides this, we screen our ING Benelux coverage universe on some key investment themes that are topical and which could affect earnings potential and thus a stock's share price performance: (1) interest rate/refinancing opportunity in a lower rates environment; (2)...
- ING Helpdesk
Moody's Ratings assigns a Baa2 rating to Oracle's proposed senior unse...
Moody's Ratings (Moody's) assigned Baa2 rating to Oracle Corporation's ("Oracle") proposed senior unsecured notes offering. Oracle's existing Baa2 senior unsecured and Prime-2 Commercial Paper ratings and stable outlook are unchanged. We expect the company to primarily use net proceeds from the debt...
- Pierre FerraguÊ
- ING Helpdesk
- ING Helpdesk
Benelux Morning Notes
ING Benelux Conference London: Aalberts, Arcadis, Azelis, Barco, Basic-Fit, Brunel International, DEME Group, Euronext, Fagron, Heijmans, Kinepolis, Lotus Bakeries, Melexis, Ontex, Randstad, Recticel, SBM Offshore, TKH Group, Van Lanschot Kempen Other company stories - OCI: Divestment of Methanol to Methanex for US$2.05bn, Staffing: US August temp volumes marginally better trend; NFP jobs miss
BFIT BASIC-FIT NV
SBMO SBM OFFSHORE NV
FAGR FAGRON SA
RAND RANDSTAD NV
LOTB LOTUS BAKERIES NV
REC RECTICEL SA
HEIJM HEIJMANS N.V. CERT
VLK
ARCAD VAN LANSCHOT KEMPEN NV CERT. OF SHS
AALB ARCADIS NV
OCI AALBERTS N.V.
BRNL OCI NV
ONTEX BRUNEL INTERNATIONAL N.V.
MELE ONTEX GROUP N.V.
TWEKA MELEXIS NV
KIN TKH GROUP N.V. CERT
BAR KINEPOLIS GROUP NV
AZE BARCO NV
DEME AZELIS GROUP NV
DEME GROUP NV
- ING Helpdesk
Oracle Corporation has released the following notice
Oracle Corporation has released the following notice AUSTIN, Texas, Aug. 22, 2024 (GLOBE NEWSWIRE) -- UNITED STATES DISTRICT COURT NORTHERN DISTRICT OF CALIFORNIA SAN JOSE DIVISION In re ORACLE CORPORATION STOCKHOLDER DERIVATIVELITIGATION This Document Relates to:ALL ACTIONS Lead Case No. 5:19-cv-00764-BLFSUMMARY NOTICE OF PENDENCY AND SETTLEMENT OF DERIVATIVE ACTIONRelated Derivative Case:5:19-cv-02448-BLF Judge: Hon. Beth Labson Freeman Date First Action Filed: Feb. 12, 2019 TO: ALL PERSONS AND ENTITIES THAT HELD ORACLE CORPORATION (“ORACLE”) COMMON STOCK AS OF MARCH 22, 2024 AND WHO...
Adecco Group AG: 1 director
A director at Adecco Group AG bought 5,000 shares at 28.749CHF and the significance rating of the trade was 65/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearl...
Moody's Ratings affirms Oracle's Baa2 rating; outlook stable
Moody's Ratings (Moody's) affirmed Oracle Corporation's ("Oracle") Baa2 senior unsecured and Prime-2 Commercial Paper ratings. The outlook for the ratings remains stable. The ratings action reflects Moody's expectations for continued strengthening of Oracle's credit profile driven by strong EBITDA g...
- Martin Marandon-Carlhian
- Stephane Houri
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