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Carole Braudeau
  • Carole Braudeau

Credit Morning 10/21/2025

SoftBank Group plans to issue hybrid bonds in EUR and in USD|Holcim signs an agreement to acquire German company Xella for € 1.85bn|OVHcloud: 2024/25 results in line, the revenue growth target for 2025/26 is disappointing|Convicted of complicity in abuses in Sudan, BNP Paribas will appeal|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 21/10/2025

SoftBank Group compte émettre des obligations hybrides en EUR et en USD|Holcim signe un accord en vue d’acquérir la société allemande Xella pour 1.85 md EUR|OVH : résultats 2024/25 en ligne, l’objectif de croissance du CA en 2025/26 déçoit|Condamnée pour complicité dans des exactions au Soudan, BNP Paribas va faire appel|

Chaima Ferrandon ... (+2)
  • Chaima Ferrandon
  • Sven Edelfelt
Chaima Ferrandon ... (+2)
  • Chaima Ferrandon
  • Sven Edelfelt
ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

ABN AMRO: 3Q may still support shares to CMD. Aedifica: €13m investment in the Netherlands. Basic-Fit: Strong 3Q25 results; beat on membership ingrowth, on track to reiterated FY25. BE Semiconductor Industries: 3Q25 Preview, order intake is key. IMCD: Acquisition of Dong Yang FT. RELX: Preview 9M25. Signify: 3Q25 preview, more back-end loaded. Staffing: Manpower 3Q25 in line on better revenue trend, 4Q25 outlook cautious. WDP: Results in line, guidance reconfirmed

Konrad Zomer
  • Konrad Zomer
ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Ahold Delhaize: 3Q25 preview - USD headwind to take centre stage. Basic-Fit: 3Q25 results preview, new consensus, we expect strong membership ingrowth. Fagron: 3Q25 growth hiccup in N America, strong organic performance in EMEA, Latam. Lotus Bakeries: UK VAT conflict for Näkd negatively impacts 2024 profitability. Ontex: 3Q25 preview: consensus implies a second profit warning for FY25F. Randstad: Preview 3Q25F results due 22 October; consensus released. Staffing: French revenue impro...

Chaima Ferrandon ... (+2)
  • Chaima Ferrandon
  • Sven Edelfelt
Chaima Ferrandon ... (+2)
  • Chaima Ferrandon
  • Sven Edelfelt
Christophe Chaput
  • Christophe Chaput
Christophe Chaput
  • Christophe Chaput
Carole Braudeau
  • Carole Braudeau

Credit Morning 10/06/2025

Seb issues a second major profit warning for this year|Isabel Marant steps back from designing collections|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 06/10/2025

Seb fait un 2e gros profit warning pour cette année|Isabel Marant se met en retrait de la conception des collections|

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