reports
- Maxime Kogge
- Ahmed Ben Salem
- Baptiste Lebacq
- Charlotte Vaisse
- Oddo Sustainability Team
DKSH DKSH HOLDING AG
GXI GERRESHEIMER AG
KOF KAUFMAN & BROAD SA
GOE GROUPE GORGE SA
GLO GL EVENTS SA
ISP INTESA SANPAOLO S.P.A.
TIETO TIETOEVRY OYJ
NDA AURUBIS AG
AOF ATOSS SOFTWARE AG
SLIGR SLIGRO FOOD GROUP N.V.
UCG UNICREDIT S.P.A.
CON CONZZETA AG
ALVDM VOYAGEURS DU MONDE SA
BRKN BURKHALTER HOLDING AG
FLU FLUGHAFEN WIEN AG
ALM ALMIRALL SA
MAU ETABLISSEMENTS MAUREL & PROM SA
NSI NSI N.V.
AGR AGRANA BETEILIGUNGS-AG
TOM2 TOMTOM NV
DSC1 DUTCH STAR C SHAR
FAST FASTNED
ECMPA EUROCOMMERCIAL PROPERTIES NV
MFEA MEDIASET NV
PLX PLUXEE NV
PLNW PLANISWARE
- Ahmed Ben Salem
- Baptiste Lebacq
- Charlotte Vaisse
- Oddo Sustainability Team
DKSH DKSH HOLDING AG
GXI GERRESHEIMER AG
KOF KAUFMAN & BROAD SA
GOE GROUPE GORGE SA
GLO GL EVENTS SA
ISP INTESA SANPAOLO S.P.A.
TIETO TIETOEVRY OYJ
NDA AURUBIS AG
AOF ATOSS SOFTWARE AG
SLIGR SLIGRO FOOD GROUP N.V.
UCG UNICREDIT S.P.A.
CON CONZZETA AG
ALVDM VOYAGEURS DU MONDE SA
BRKN BURKHALTER HOLDING AG
FLU FLUGHAFEN WIEN AG
ALM ALMIRALL SA
MAU ETABLISSEMENTS MAUREL & PROM SA
NSI NSI N.V.
AGR AGRANA BETEILIGUNGS-AG
TOM2 TOMTOM NV
DSC1 DUTCH STAR C SHAR
FAST FASTNED
ECMPA EUROCOMMERCIAL PROPERTIES NV
MFEA MEDIASET NV
PLX PLUXEE NV
PLNW PLANISWARE
- ING Helpdesk
Benelux Morning Notes
Basic-Fit: 1Q26 trading update – FY26 outlook raised. CM.com: 1Q26 trading update – encouraging, but early. Fastned: 1Q26 trading update – Soft volume mitigated by better pricing. NSI: Another difficult quarter, as expected. Sligro: Change in ERP accounting expected to weigh on 2026/27F margins. Staffing sector: Hays' 3Q26 trading update a touch better. TomTom: 1Q26 results, profitability a bit better. Vopak: Limited 1Q26 impact, some downside for 2Q26
- Robert Jan Vos
- Ahmed Ben Salem
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
COV COVIVIO SA
GFC GECINA SA
EVT EVOTEC SE
FLY SOCIETE FONCIERE LYONNAISE SA
ENI ENI S.P.A.
QDT QUADIENT SA
ICAD ICADE SA
REP REPSOL SA
ROYAL VOPAK NV
ALBFR SIDETRADE SA
COL INMOBILIARIA COLONIAL SOCIMI SA
FTG111 FLATEXDEGIRO AG
BP. BP P.L.C.
ALCUR ARCURE SA
SHEL SHELL PLC
SHUR SHURGARD SELF STORAGE LIMITED
LOUP SOCIETE L.D.C.
- Ahmed Ben Salem
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
COV COVIVIO SA
GFC GECINA SA
EVT EVOTEC SE
FLY SOCIETE FONCIERE LYONNAISE SA
ENI ENI S.P.A.
QDT QUADIENT SA
ICAD ICADE SA
REP REPSOL SA
ROYAL VOPAK NV
ALBFR SIDETRADE SA
COL INMOBILIARIA COLONIAL SOCIMI SA
FTG111 FLATEXDEGIRO AG
BP. BP P.L.C.
ALCUR ARCURE SA
SHEL SHELL PLC
SHUR SHURGARD SELF STORAGE LIMITED
LOUP SOCIETE L.D.C.
- Thijs Berkelder
Vopak : Better safe than sorry albeit short-term pain might turn into ...
In light of Vopak’s direct and indirect exposure to product flows coming out of the Gulf region (oil, chemicals, gases), we today are lowering our net earnings estimates by 7-11%, our target price by 9% to € 50, and our recommendation to Neutral from Outperform
- Guy Sips
- Jacob Mekhael
- Kristof Samoy
- Livio Luyten
- Michiel Declercq
- Thibault Leneeuw
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
Dynamic Top Pick List Update April 2026: Adding Fagron
The tariff war between US and China has eased, but with the Iran conflict and an erratic Trump, uncertainty will continues unabated. Energy prices have gone ballistic, with gas prices doubling in Europe and has hit the cyclical stocks hard. KBC macro-econimists have hiked the inflation expectation for 2026 from 1.9% to 3.3%. While the macro-economic impact has been limited so far, a prolonged uncertain situation will result in economic damage. We continue our defensive stance in our Benelux Dyna...
FAGR FAGRON SA
WKL WOLTERS KLUWER NV
EVS EVS BROADCAST EQUIPMENT SA
UCB UCB S.A.
DIE D'IETEREN SA
SOF SOFINA SA
IBAB ION BEAM APPLICATIONS SA
ROYAL VOPAK NV
CSM CORBION NV
ABI ANHEUSER-BUSCH INBEV SA/NV
ARGX ARGEN-X SE
WDP WAREHOUSES DE PAUW SCA
AZE AZELIS GROUP NV
DEME DEME GROUP NV
SHUR SHURGARD SELF STORAGE LIMITED
- Fabrice Farigoule
Integrating the FY25 numbers (Crossject)
Integrating the FY25 numbers EPS CHANGE CHANGE IN EPS 2026 : € 0.22 vs 0.21 +0.87% 2027 : € 0.36 vs 0.36 +0.55% We have integrated the FY25 results. As we have repeatedly commented, the numbers as such are of little relevance, since the story of Crossject is based on the future launch of Zeneo combined with the NTEs the group is targeting. So far, the group’s operating income only consists of the payments of BARDA, covering part of the expenses of the group. That said, the larger than expect...
- Jerôme Bodin
APAML APERAM SA
ZIL2 ELRINGKLINGER AG
HCO HIGHCO SA
CGM CEGEDIM SA
PSM PROSIEBENSAT.1 MEDIA SE
VETO VETOQUINOL SA
LNA LNA SANTE SA
CAI CA IMMOBILIEN ANLAGEN AG
CWC CEWE STIFTUNG & CO KGAA
UBS UBM DEVELOPMENT AG
SLIGR SLIGRO FOOD GROUP N.V.
ONTEX ONTEX GROUP N.V.
DGM DIAGNOSTIC MEDICAL SYSTEMS
WPL WIRTUALNA POLSKA HOLDING SA
JUN3 JUNGHEINRICH AG PREF
JST JOST WERKE AG
2CRSI 2CRSI SA
S92 SMA SOLAR TECHNOLOGY AG
MRX MISTER SPEX SE
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
AROBS AROBS TRANSILVANIA SOFTWARE SA
FLOW FLOW TRADERS LTD
IOS IONOS GROUP SE
ARVEN ARVERNE GROUP SA
- Jerôme Bodin
APAML APERAM SA
ZIL2 ELRINGKLINGER AG
HCO HIGHCO SA
CGM CEGEDIM SA
PSM PROSIEBENSAT.1 MEDIA SE
VETO VETOQUINOL SA
LNA LNA SANTE SA
CAI CA IMMOBILIEN ANLAGEN AG
CWC CEWE STIFTUNG & CO KGAA
UBS UBM DEVELOPMENT AG
SLIGR SLIGRO FOOD GROUP N.V.
ONTEX ONTEX GROUP N.V.
DGM DIAGNOSTIC MEDICAL SYSTEMS
WPL WIRTUALNA POLSKA HOLDING SA
JUN3 JUNGHEINRICH AG PREF
JST JOST WERKE AG
2CRSI 2CRSI SA
S92 SMA SOLAR TECHNOLOGY AG
MRX MISTER SPEX SE
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
AROBS AROBS TRANSILVANIA SOFTWARE SA
FLOW FLOW TRADERS LTD
IOS IONOS GROUP SE
ARVEN ARVERNE GROUP SA
- Robert Jan Vos
- Amira Manai
- Andreas Riemann
A1XEH4 CROSSJECT SA
SBS STRATEC SE
LXS LANXESS AG
HCO HIGHCO SA
IPH INNATE PHARMA SA CLASS A
NTG NETGEM SA
NRG NRJ GROUP SA
LNA LNA SANTE SA
TRI TRIGANO SA
QDT QUADIENT SA
POS PORR AG
FFP FFP
DEZ DEUTZ AG
WIE WIENERBERGER AG
AALB AALBERTS N.V.
FACC FACC AG
SANT S&T AG
RBO ROCHE BOBOIS INTERNATIONAL SAS
JEN JENOPTIK AG
CLA CLARANOVA SE
ALHGR HOFFMANN GREEN CEMENT TECHNOLOGIES SA
MRX MISTER SPEX SE
ARVEN ARVERNE GROUP SA
- Amira Manai
- Andreas Riemann
A1XEH4 CROSSJECT SA
SBS STRATEC SE
LXS LANXESS AG
HCO HIGHCO SA
IPH INNATE PHARMA SA CLASS A
NTG NETGEM SA
NRG NRJ GROUP SA
LNA LNA SANTE SA
TRI TRIGANO SA
QDT QUADIENT SA
POS PORR AG
FFP FFP
DEZ DEUTZ AG
WIE WIENERBERGER AG
AALB AALBERTS N.V.
FACC FACC AG
SANT S&T AG
RBO ROCHE BOBOIS INTERNATIONAL SAS
JEN JENOPTIK AG
CLA CLARANOVA SE
ALHGR HOFFMANN GREEN CEMENT TECHNOLOGIES SA
MRX MISTER SPEX SE
ARVEN ARVERNE GROUP SA
- Martial Descoutures
- Oussema Denguir
- Jamila El Bougrini
- Thibaut Voglimacci-Stephanopoli
- Martial Descoutures
- Oussema Denguir
- Jeremy Garnier
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