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Carole Braudeau
  • Carole Braudeau

Credit Morning 02/05/2026

European Chemical producers: A dilution of the CO2 emissions scheme in sight?|Sappi: Low visibility leads us to lower our forecasts|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 05/02/2026

European Chemical producers: A dilution of the CO2 emissions scheme in sight?|Sappi : la faible visibilité nous conduit à abaisser nos prévisions|

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

ArcelorMittal: Modest 4Q25 EBITDA beat and upbeat 2026F outlook / KBC Group: BNP Paribas good results in Belgium, increasing outlook, notably reducing C/I ratio / Recticel: Peer Rockwool's 4Q25 results SBM Offshore: Early purchase of ONE Guyana FPSO by Exxon Mobil / Shell: Keeping SBB at $3.5bn / Sligro: FY25 net profit in line with expectations, SBB announced / Universal Music Group: YouTube ads revenue +9% YoY in 4Q25 and Sony Music up by 13% YoY / Wereldhave: Wereldhave Belgium FY25 results a...

 PRESS RELEASE

ArcelorMittal reports fourth quarter 2025 and full year 2025 results

ArcelorMittal reports fourth quarter 2025 and full year 2025 results Luxembourg, February 5, 2026 - ArcelorMittal (referred to as “ArcelorMittal” or the “Company” or the "Group") (MT (New York, Amsterdam, Paris, Luxembourg), MTS (Madrid)), the world’s leading integrated steel and mining company, today announced results1 for the three-month and twelve-month periods ended December 31, 2025 4Q 2025 key highlights: Safety focus is driving improved performance: Protecting employee health and safety is a core Company value. Progress is evident across all key safety KPIs, including a significant...

 PRESS RELEASE

Sodexo - Monthly disclosure on share capital and voting rights on Janu...

Sodexo - Monthly disclosure on share capital and voting rights on January 31, 2026 Regulated Information Issy-les-Moulineaux, Febuary 4, 2026 Sodexo: Monthly disclosure on share capital and voting rights Pursuant to Article L.233-8-II of the French Commercial Code and Article 223-16 of the General Regulation of the Autorité des Marchés Financiers Registered name of the issuer: SODEXO 255, quai de la Bataille de Stalingrad – 92130 ISSY-LES-MOULINEAUX DateTotal number of sharesActual voting rights *Theoretical voting rights **January 31, 2026147,454,887216,445,255218,064,700 * Actual voti...

 PRESS RELEASE

Sodexo - Déclaration mensuelle relative au nombre total de droits de v...

Sodexo - Déclaration mensuelle relative au nombre total de droits de vote et d’actions composant le capital social au 31 janvier 2026 Information réglementée Issy-les-Moulineaux, le 4 février 2026 Sodexo : Déclaration mensuelle relative au nombre total de droits de vote et d’actions composant le capital social Article L.233-8-II du Code de commerce et article 223-16 du Règlement général de l’AMF Dénomination sociale de l’émetteur : SODEXO 255, quai de la Bataille de Stalingrad – 92130 ISSY-LES-MOULINEAUX Date d’arrêtédes informationsNombre total d’actions composant le capital socialNombr...

 PRESS RELEASE

ArcelorMittal announces the publication of its fourth quarter and full...

ArcelorMittal announces the publication of its fourth quarter and full year 2025 sell-side analyst consensus figures 3 February 2026, 14:30 CET ArcelorMittal today announces the publication of its fourth quarter and full year 2025 sell-side analyst consensus figures. The consensus figures are based on analysts’ estimates recorded on an external web-based tool provided and managed by an independent company, Visible Alpha. To arrive at the consensus figures below, Visible Alpha has aggregated the expectations of sell-side analysts who, to the best of our knowledge, cover ArcelorMittal on ...

 PRESS RELEASE

Government of Liberia and ArcelorMittal sign new long-term Mineral Dev...

Government of Liberia and ArcelorMittal sign new long-term Mineral Development Agreement 30 January 2026, 08:30 CET The Government of the Republic of Liberia and ArcelorMittal (“the Company”) have signed an amendment to the existing Mineral Development Agreement (MDA), which was yesterday ratified via the Liberian legislative process, extending the duration of the agreement to 2050, with a right to renew for a further 25 years. The agreement solidifies ArcelorMittal’s long-term mining expansion and commitment to Liberia. It also provides for the Government’s desire to make the Tokadeh to B...

 PRESS RELEASE

Statement re Acciaierie d'Italia

Statement re Acciaierie d'Italia 29 January 2026, 14:00 CET ArcelorMittal S.A. (‘ArcelorMittal’) confirms it has today been served by the Extraordinary Commissioners of Acciaierie d'Italia S.p.A. in Extraordinary Administration (‘ADI’) - the company operating the Italian steel plants owned and formerly managed by Ilva S.p.A. in Extraordinary Administration (‘Ilva’) - with a writ of summons to appear before the Court of Milan. ArcelorMittal sees no factual nor legal basis for this claim and will defend its position vigorously before all the competent venues. ArcelorMittal categorically re...

 PRESS RELEASE

Sodexo - Interim report on liquidity contract as of December 31, 2025

Sodexo - Interim report on liquidity contract as of December 31, 2025 Regulated Information Issy-les-Moulineaux, January 15, 2026 Interim report on liquidity contract as of December 31, 2025 Pursuant to the liquidity contract entrusted by Sodexo to BNP Paribas Arbitrage, the following resources were credited to the liquidity account as of December 31, 2025: 86,907 shares€10,753,152 During the 2nd semester of 2025, the following were traded: Bought: 288,451 shares for €14,326,470 (2,469 transactions)Sold: 286,077 shares for €14,292,860 (2,992 transactions) It is reminded that: 1° -   ...

 PRESS RELEASE

Sodexo - Bilan semestriel du contrat de liquidité au 31 décembre 2025

Sodexo - Bilan semestriel du contrat de liquidité au 31 décembre 2025 Information réglementée Issy-les-Moulineaux, le 15 janvier 2026 Bilan semestriel du contrat de liquidité au 31 décembre 2025 Au titre du contrat de liquidité confié par la société Sodexo à BNP Paribas Arbitrage, les moyens suivants figuraient au crédit du compte de liquidité au 31 décembre 2025 : 86 907 titres10 753 152 euros Au cours du 2ème semestre 2025, il a été négocié un total de : À l'achat : 288 451 titres, pour un montant de 14 326 470 euros (2 469 transactions)À la vente : 286 077 titres, pour un montant de ...

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