reports
Bekaert - Update on the Share Buyback Program and Liquidity Agreement
Bekaert - Update on the Share Buyback Program and Liquidity Agreement Update on the Share Buyback Program and the Liquidity Agreement Period from 12 February 2026 to 18 February 2026 Share Buyback ProgramOn , Bekaert announced the start of the next tranche of its share buyback program, for a total maximum consideration of up to € 25 million. As announced previously, the purpose of the Program is to cancel all shares repurchased. Bekaert announces today that during the period from 12 February 2026 to 18 February 2026, Kepler Cheuvreux SA on behalf of Bekaert has bought 60 560 shares. Th...
Bekaert - Update over het Inkoopprogramma van Eigen Aandelen en Liquid...
Bekaert - Update over het Inkoopprogramma van Eigen Aandelen en Liquiditeitsovereenkomst Update over het Inkoopprogramma van Eigen Aandelen en de Liquiditeitsovereenkomst Periode van 12 februari 2026 tot 18 februari 2026 Inkoopprogramma van Eigen AandelenOp , kondigde Bekaert de start aan van de volgende tranche van haar inkoopprogramma, voor een totaalbedrag van maximaal € 25 miljoen. Zoals eerder aangekondigd heeft het inkoopprogramma tot doel alle ingekochte aandelen te vernietigen. Bekaert kondigt vandaag aan dat gedurende de periode van 12 februari 2026 tot 18 februari 2026, Kepler...
Weekly share repurchase program transaction details
Weekly share repurchase program transaction details Amsterdam, February 18, 2026 SBM Offshore reports the transaction details related to its EUR141 million (c. US$150 million1) share repurchase program for the period February 12, 2026 through February 18, 2026. The repurchases were made under the EUR141 million share repurchase program announced on February 20, 2025 and effective from April 24, 2025. The objective of the program is to reduce share capital and, in addition, to provide shares for regular management and employee share programs. Information regarding the progress of the share...
- Guy Sips
- Lynn Hautekeete
- Mathijs Geerts Danau
- Thibault Leneeuw
- Thomas Couvreur
- Wim Hoste
- Lynn Hautekeete
Aedifica Model update FY25 results:
We update our model after the FY25 results. We now factor in a slightly higher debt ratio at similar FY26 EPRA EPS estimates based on the € 300,0m newly guided investments (acquisitions + developments) which are skewed to 2H26. This benefits mostly our FY27-28 rental income. The Armonea (Colisée) negotiations (7,0% combined total rents) are terminated with limited negative rent reversion impact included in the FY26 guidance. This results in a lower risk premium and a higher target price from € 7...
- ING Helpdesk
Benelux Morning Notes
Aedifica: Conference call highlights. Basic-Fit: Belgian VAT increase for culture, sports and takeaway meals postponed. BE Semiconductor Industries: 4Q25 Preview, incremental strength. Kendrion: Preview - Clean into 2026. Magnum Ice Cream Company: Acquisition of Kwality Wall's launched. Retail Estates: Re-letting progress highlights portfolio quality. Semi Equipment: AMAT readthrough strength. Universal Music Group: EU Commission approves UMG's Downtown acquisition, requires full Curve Ro...
- Marc Zwartsenburg
- CEFA
ING Benelux Favourites/Weekly performance and valuation update
We update the performance of our ING Benelux Favourites list as well as all valuation and ranking tables for our coverage universe. Performance on the front page is dated from the 28 January 2026, while historical performance is included on the second page. The methodology for our favourites selection is based on a bottom-up approach with a focus on absolute performance with clear near-term triggers. It is a rolling list, ie, stocks can enter/exit whenever we think opportune. The ING Benelux Fav...
- Lynn Hautekeete
- Hela Zarrouk
- Oliver Metzger
ETL EUTELSAT COMMUNICATIONS SA
TFI TELEVISION FRANCAISE 1 SA
BLC BASTIDE LE CONFORT MEDICAL SA
RBT ROBERTET SA
LSS LECTRA SA
EOAN E.ON SE
RWE RWE AG
FIE FIELMANN AG
HEIJM HEIJMANS N.V. CERT
TIETO
DLG TIETOEVRY OYJ
AED DE'LONGHI S.P.A.
WAF AEDIFICA SA
XIL SILTRONIC AG
JEN XILAM ANIMATION SA
NLBR JENOPTIK AG
DSC1 NOVA LJUBLJANSKA BANKA DD LJUBLJANA
UN0 DUTCH STAR C SHAR
UNIPER SE
- Hela Zarrouk
- Oliver Metzger
ETL EUTELSAT COMMUNICATIONS SA
TFI TELEVISION FRANCAISE 1 SA
BLC BASTIDE LE CONFORT MEDICAL SA
RBT ROBERTET SA
LSS LECTRA SA
EOAN E.ON SE
RWE RWE AG
FIE FIELMANN AG
HEIJM HEIJMANS N.V. CERT
TIETO
DLG TIETOEVRY OYJ
AED DE'LONGHI S.P.A.
WAF AEDIFICA SA
XIL SILTRONIC AG
JEN XILAM ANIMATION SA
DSC1 JENOPTIK AG
UN0 DUTCH STAR C SHAR
UNIPER SE
- ING Helpdesk
Benelux Morning Notes
Aedifica: Results slightly better, guidance for the combined entity to come in Sept. CM.com: 4Q25 results – no turning point yet. D'Ieteren: Allstate reports bumper 4Q25, touts premium cuts, consensus prudent. Heijmans: Construction cool cat. Proximus: CPaaS peer Twilio 4Q25 results better than expected. Talabat: 4Q25 results, doubling down on investments. Theon International: Preview – a busy year it was.
- Guy Sips
- Hilde Van Boxstael
- Lynn Hautekeete
- Thomas Couvreur
- Wim Lewi
- Roy Külter
- Steven Boumans
- Wim Lewi
Montea Good things come to those who wait (for the big boxes)
Yesterday, Montea reported results that had an initial negative market reaction. After the call, the management and chairman Dirk De Pauw were available for a sit-down lunch to give more colour. The Q&A session centered on the pace of the development pipeline. Montea removed its project table as it believes it hurts their negotiating capacity. Now, it just reports an expected GLA of 236k sqm that will be completed over the next 2 years. The reason why it takes longer to develop the landbank is a...
Bekaert - Update on the Share Buyback Program and Liquidity Agreement
Bekaert - Update on the Share Buyback Program and Liquidity Agreement Update on the Share Buyback Program and the Liquidity Agreement Period from 5 February 2026 to 11 February 2026 Share Buyback ProgramOn , Bekaert announced the start of the next tranche of its share buyback program, for a total maximum consideration of up to € 25 million. As announced previously, the purpose of the Program is to cancel all shares repurchased. Bekaert announces today that during the period from 5 February 2026 to 9 February 2026, Kepler Cheuvreux SA on behalf of Bekaert has bought 22 374 shares. The t...
Bekaert - Update over het Inkoopprogramma van Eigen Aandelen en Liquid...
Bekaert - Update over het Inkoopprogramma van Eigen Aandelen en Liquiditeitsovereenkomst Update over het Inkoopprogramma van Eigen Aandelen en de Liquiditeitsovereenkomst Periode van 5 februari 2026 tot 11 februari 2026 Inkoopprogramma van Eigen AandelenOp , kondigde Bekaert de start aan van de volgende tranche van haar inkoopprogramma, voor een totaalbedrag van maximaal € 25 miljoen. Zoals eerder aangekondigd heeft het inkoopprogramma tot doel alle ingekochte aandelen te vernietigen. Bekaert kondigt vandaag aan dat gedurende de periode van 5 februari 2026 tot 9 februari 2026, Kepler Che...
Aedifica NV/SA: 2025 annual results
Aedifica NV/SA: 2025 annual results Please find below a press release from Aedifica (a public regulated real estate company under Belgian law, listed on Euronext Brussels and Euronext Amsterdam), regarding its 2025 annual results. Aedifica’s Exchange Offer on all Cofinimmo shares is now open Cofinimmo shareholders are offered 1.185 new Aedifica shares for each share they tenderThe Initial Acceptance Period will close on 2 March 2026 (16:00 CET)Results of the Initial Acceptance Period are expected to be announced on 6 March, with settlement scheduled on 13 March Robust operational perform...
- Roy Külter
- Steven Boumans
OUT1V OUTOKUMPU OYJ
TYRES NOKIAN RENKAAT OYJ
FAGR FAGRON SA
LSS LECTRA SA
ERA ERAMET SA
KWS KWS SAAT SE & CO KGAA
TIETO TIETOEVRY OYJ
DOC DO & CO AKTIENGESELLSCHAFT
COK CANCOM SE
MONT MONTEA SCA
KENDR KENDRION NV
ONTEX ONTEX GROUP N.V.
FLU FLUGHAFEN WIEN AG
ECONT ECONOCOM GROUP SE CLASS D
BFSA BEFESA SA
PWG PRODWAYS GROUP SA
CLA CLARANOVA SE
AERO MONTANA AEROSPACE AG
VT5 VT5 ACQUISITION COMPANY AG
FLOW FLOW TRADERS LTD
- Roy Külter
- Steven Boumans
OUT1V OUTOKUMPU OYJ
TYRES NOKIAN RENKAAT OYJ
FAGR FAGRON SA
LSS LECTRA SA
ERA ERAMET SA
KWS KWS SAAT SE & CO KGAA
TIETO TIETOEVRY OYJ
DOC DO & CO AKTIENGESELLSCHAFT
COK CANCOM SE
MONT MONTEA SCA
KENDR KENDRION NV
ONTEX ONTEX GROUP N.V.
FLU FLUGHAFEN WIEN AG
ECONT ECONOCOM GROUP SE CLASS D
BFSA BEFESA SA
PWG PRODWAYS GROUP SA
CLA CLARANOVA SE
AERO MONTANA AEROSPACE AG
VT5 VT5 ACQUISITION COMPANY AG
FLOW FLOW TRADERS LTD
- ING Helpdesk
Benelux Morning Notes
Company comments AB InBev: Little to disappoint Adyen: 2H25 results – mixed results, soft guidance CVC Capital Partners: Executing well dsm-firmenich: Messy results Fagron: Beat on all lines, confident FY26 outlook to drive c.5% consensus EBITDA upgrade Flow Traders: EMEA saves the day KBC: Good results, opening up “jaws” further to 2028 Kinepolis: Canadian peer Cineplex 4Q25 results below consensus, January 2026 box office revenue up MICC: FX headwind leads to a 50bp margin miss in FY25 Montea:...
ULVR UNILEVER PLC
KBC KBC GROUP N.V.
FAGR FAGRON SA
MONT MONTEA SCA
ONTEX ONTEX GROUP N.V.
KIN KINEPOLIS GROUP NV
NN NN GROUP N.V.
ABI ANHEUSER-BUSCH INBEV SA/NV
ADYEN ADYEN NV
WDP WAREHOUSES DE PAUW SCA
FLOW FLOW TRADERS LTD
DSFIR KONINKLIJKE DSM N.V.
CVC CVC CAPITAL PARTNERS PLC
MICC MAGNUM ICE CREAM COMPANY N.V. (THE)
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.