reports
- Michiel Declercq
Colruyt 1H25/26 disappoints, outlook reiterated, but with caution
Although Colruyt already flagged during the AGM that the operating result in 1H25/26 would be lower, the -15.8% EBIT decline in 1H25/26 to € 213m came in below our estimates (kbcse: € 230m). While Colruyt still banks on a stable operating result and net profit for FY25/26, the group did highlight that the situation has become more complicated following the ongoing price and promo pressure, increased Sunday openings, abolition of the mandatory closing day and uneven level playing field in labour ...
- Carole Braudeau
- Carole Braudeau
- Anthony Dick
- Marc Lavaud
- Michael Foundoukidis
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BVI BUREAU VERITAS SA
ADP AEROPORTS DE PARIS SA
RNO RENAULT SA
APAML APERAM SA
VOLV B VOLVO AB CLASS B
OUT1V OUTOKUMPU OYJ
EO FAURECIA SA
RI PERNOD RICARD SA
SSAB A SSAB AB CLASS A
DAI DAIMLER AG
POM PLASTIC OMNIUM SE
SZG SALZGITTER AG
TYRES NOKIAN RENKAAT OYJ
KCO KLOECKNER & CO SE
COLR ETABLISSEMENTEN FRANZ COLRUYT N.V.
JCQ JACQUET METALS SA
VOE VOESTALPINE AG
ACX ACERINOX SA
FR VALEO SE
VOW3 VOLKSWAGEN AG PREF
EZJ EASYJET PLC
CIE CIE AUTOMOTIVE S.A.
RACE FERRARI NV
PIRC PIRELLI & C. S.P.A.
STM STMICROELECTRONICS NV
GEST GESTAMP AUTOMOCION S.A.
8TRA TRATON SE
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
STLA STELLANTIS N.V.
DTG DAIMLER TRUCK
IVG IVECO GROUP
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
ALIV SDB AUTOLIV INC.
BRE BREMBO S.P.A.
- Anthony Dick
- Marc Lavaud
- Michael Foundoukidis
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BVI BUREAU VERITAS SA
ADP AEROPORTS DE PARIS SA
RNO RENAULT SA
APAML APERAM SA
VOLV B VOLVO AB CLASS B
OUT1V OUTOKUMPU OYJ
EO FAURECIA SA
RI PERNOD RICARD SA
SSAB A SSAB AB CLASS A
DAI DAIMLER AG
POM PLASTIC OMNIUM SE
SZG SALZGITTER AG
TYRES NOKIAN RENKAAT OYJ
KCO KLOECKNER & CO SE
COLR ETABLISSEMENTEN FRANZ COLRUYT N.V.
JCQ JACQUET METALS SA
VOE VOESTALPINE AG
ACX ACERINOX SA
FR VALEO SE
VOW3 VOLKSWAGEN AG PREF
EZJ EASYJET PLC
CIE CIE AUTOMOTIVE S.A.
RACE FERRARI NV
PIRC PIRELLI & C. S.P.A.
STM STMICROELECTRONICS NV
GEST GESTAMP AUTOMOCION S.A.
8TRA TRATON SE
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
STLA STELLANTIS N.V.
DTG DAIMLER TRUCK
IVG IVECO GROUP
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
ALIV SDB AUTOLIV INC.
BRE BREMBO S.P.A.
- ING Helpdesk
Benelux Morning Notes
Colruyt: Guidance reiterated despite weaker-than-expected 1H25/26. Dutch Pension Buyouts: Regulator DNB's view, c.€7bn so far, insurers at 15% market share now. OCI: Dutch investor association VEB and other shareholders take legal action to block Orascom merger. Proximus: CFO Mark Reid to leave Proximus by end of January 2026. Staffing Sector: US temp volume YoY declined vs October; NFP jobs beat expectations. Var Energy: Boosting production bodes well for years to come. Events Calendar
- Guy Sips
- Michiel Declercq
- Robert Jan Vos
Koninklijke Ahold Delhaize N.V.: 1 director
A director at Koninklijke Ahold Delhaize N.V. sold 58,000 shares at 34.380EUR and the significance rating of the trade was 70/100. 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 t...
Carrefour: 1 director
A director at Carrefour bought 1,267,945 shares at 13.511EUR and the significance rating of the trade was 100/100. 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 clearly...
Casino Group: Quatrim redemption
Casino Group: Quatrim redemption Repayment confirmation to Quatrim secured bondholders Paris, December 15, 2025 Casino Group announces that it has repaid on December 15, 2025, €30.0m of the secured debt carried by its subsidiary Quatrim, including €29.3m of principal and €0.7m of accrued interest (including € 0.3m of PIK interests for the period between April 6, 2025 and October 5, 2025 and € 0.4m of accrued interests for the period between October 6, 2025 and December 14, 2025). Following this transaction, the nominal amount of the Quatrim secured bonds is €169.1m and the accrued PIK in...
Groupe Casino : Remboursement Quatrim
Groupe Casino : Remboursement Quatrim Confirmation d’un remboursement des obligations sécurisées Quatrim Paris, le 15 décembre 2025 Le Groupe Casino annonce qu’il a procédé, le 15 décembre 2025, à un remboursement de 30,0 M€ de la dette sécurisée portée par sa filiale Quatrim, dont 29,3 M€ de capital et 0,7 M€ d’intérêts courus portant sur le capital remboursé (y compris 0,3 M€ d’intérêts PIK pour la période comprise entre le 6 avril 2025 et le 5 octobre 2025 et 0,4 M€ d’intérêts courus pour la période entre le 6 octobre 2025 et le 14 décembre 2025). Après l’opération, le montant nominal...
- ING Helpdesk
- Hilde Van Boxstael
- Jacob Mekhael
- Kristof Samoy
- Livio Luyten
- Mathijs Geerts Danau
- Michiel Declercq
- Thibault Leneeuw
- Wim Lewi
Groupe Casino : nombre total de droits de vote et d’actions au 30-11-2...
Groupe Casino : nombre total de droits de vote et d’actions au 30-11-2025 CASINO, GUICHARD-PERRACHON Société anonyme au capital de 4 009 397,13 €Siège social : 1, Cours Antoine Guichard42000 Saint-Etienne554 501 171 R.C.S. Saint-Etienne Informations relatives au nombre total de droits de voteet d’actions composant le capital socialau 30 novembre 2025 (article 223-16 du Règlement Général de l’Autorité des Marchés Financiers) Nombre d’actions composant le capitalNombre total de droits de voteNombre total de droits de vote exerçables en assemblée générale400 939 713401 184 563400 590 441 * ...
- Ahmed Ben Salem
- Baptiste Salaville
- Oddo Sustainability Team
- Ahmed Ben Salem
- Baptiste Salaville
- Oddo Sustainability Team
- ING Helpdesk
- Robert Jan Vos
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