reports
- Stefano Toffano
- Thomas Zlowodzki
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
DGE DIAGEO PLC
AAL ANGLO AMERICAN PLC
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
RI PERNOD RICARD SA
SSAB A SSAB AB CLASS A
RCO REMY COINTREAU SA
CEN GROUPE CRIT SA
IDL ID LOGISTICS GROUP
SDG SYNERGIE SA
SBS STRATEC SE
GYC GRAND CITY PROPERTIES SA
POM PLASTIC OMNIUM SE
SCR SCOR SE
SZG SALZGITTER AG
ITP INTERPARFUMS
AUB AUBAY SA
FNAC FNAC DARTY SA
VNA VONOVIA SE
VOE VOESTALPINE AG
ACX ACERINOX SA
MBB MBB INDUSTRIES SE
BB SOCIETE BIC SA
ERA ERAMET SA
ROS ROSENBAUER INTERNATIONAL AG
VRNL VERNEUIL PARTICIPATIONS
CTAC CTAC N.V.
NDA AURUBIS AG
TPS ORANGE POLSKA S.A.
TEG TAG IMMOBILIEN AG
SESL SES-IMAGOTAG SA
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
LEG LEG IMMOBILIEN AG
PYT POLYTEC HOLDING
CSM CORBION NV
WLN WORLDLINE SA
COFA COFACE SA
GLPG GALAPAGOS NV
RIO RIO TINTO PLC
XFAB X-FAB SILICON FOUNDRIES SE
BHP BHP GROUP LTD
AMAG AMAG AUSTRIA METALL AG
VOS VOSSLOH AG
VRLA VERALLIA SAS
CPR DAVIDE CAMPARI-MILANO N.V.
FUR FUGRO NV
AZE AZELIS GROUP NV
SPM SAIPEM S.P.A.
FLOW FLOW TRADERS LTD
- Carole Braudeau
GET GETLINK SE
BVI BUREAU VERITAS SA
AAL ANGLO AMERICAN PLC
BNP BNP PARIBAS SA CLASS A
ORA ORANGE SA
FNAC FNAC DARTY SA
KER KERING SA
BAYN BAYER AG
ERA ERAMET SA
WLN WORLDLINE SA
DHER DELIVERY HERO SE
VRLA VERALLIA SAS
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
AZE AZELIS GROUP NV
SPM SAIPEM S.P.A.
- Stefano Toffano
- Thomas Zlowodzki
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
DGE DIAGEO PLC
AAL ANGLO AMERICAN PLC
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
RI PERNOD RICARD SA
SSAB A SSAB AB CLASS A
RCO REMY COINTREAU SA
CEN GROUPE CRIT SA
IDL ID LOGISTICS GROUP
SDG SYNERGIE SA
SBS STRATEC SE
GYC GRAND CITY PROPERTIES SA
POM PLASTIC OMNIUM SE
SCR SCOR SE
SZG SALZGITTER AG
ITP INTERPARFUMS
AUB AUBAY SA
FNAC FNAC DARTY SA
VNA VONOVIA SE
VOE VOESTALPINE AG
ACX ACERINOX SA
MBB MBB INDUSTRIES SE
BB SOCIETE BIC SA
ERA ERAMET SA
ROS ROSENBAUER INTERNATIONAL AG
VRNL VERNEUIL PARTICIPATIONS
CTAC CTAC N.V.
NDA AURUBIS AG
TPS ORANGE POLSKA S.A.
TEG TAG IMMOBILIEN AG
SESL SES-IMAGOTAG SA
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
LEG LEG IMMOBILIEN AG
PYT POLYTEC HOLDING
CSM CORBION NV
WLN WORLDLINE SA
COFA COFACE SA
GLPG GALAPAGOS NV
RIO RIO TINTO PLC
XFAB X-FAB SILICON FOUNDRIES SE
BHP BHP GROUP LTD
AMAG AMAG AUSTRIA METALL AG
VOS VOSSLOH AG
VRLA VERALLIA SAS
CPR DAVIDE CAMPARI-MILANO N.V.
FUR FUGRO NV
AZE AZELIS GROUP NV
SPM SAIPEM S.P.A.
FLOW FLOW TRADERS LTD
- Carole Braudeau
GET GETLINK SE
BVI BUREAU VERITAS SA
AAL ANGLO AMERICAN PLC
BNP BNP PARIBAS SA CLASS A
ORA ORANGE SA
FNAC FNAC DARTY SA
KER KERING SA
BAYN BAYER AG
ERA ERAMET SA
WLN WORLDLINE SA
DHER DELIVERY HERO SE
VRLA VERALLIA SAS
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
AZE AZELIS GROUP NV
SPM SAIPEM S.P.A.
- Stefano Toffano
Share Buyback Transaction Details April 17 – April 23, 2025
Share Buyback Transaction Details April 17 – April 23, 2025 PRESS RELEASE Share Buyback Transaction Details April 17 – April 23, 2025 Alphen aan den Rijn – April 24, 2025 - Wolters Kluwer (Euronext: WKL), a global leader in professional information, software solutions, and services, today reports that it has repurchased 71,382 of its own ordinary shares in the period from April 17, 2025, up to and including April 23, 2025, for €10.7 million and at an average share price of €149.95. These repurchases are part of the share buyback program announced o...
- ING Helpdesk
Benelux Morning Notes
Allfunds Group plc: 1Q25 Preview. Azelis: 1Q25 EBITA miss on tariff uncertainty, €20m self-help to support margins. Exor: Announces oversubscribed €1bn SBB tender offer, strike at VWAP +2%. Flow Traders: Mike drop. Fugro: 1Q25 as expected but outlook a question mark. IMCD: Breaking with tradition: CEO gone within 15 months. Kinepolis: Weak 1Q25, offset by a strong 2Q25 start. KPN: Small 1Q25 EBITDAal beat, guidance reiterated. Randstad: Capital Markets Event. RELX: 1Q25 trading...
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Kristof Samoy
- Livio Luyten
- Michiel Declercq
- Thibault Leneeuw
- Thomas Couvreur
- Thomas Vranken
- Wim Lewi
- Marc Hesselink
- CFA
- Thymen Rundberg
ASM International/Staying the course/BUY
ASM will report its 1Q25 results on Tuesday, 29 April after the market close. We believe that results will remain strong despite the sector wide uncertainty. ASM's key driver is the shift to GAA, which we expect to remain strong. We expect that ASM will continue to strongly outperform the sector. We reiterate our BUY rating but lower our target price to €750 per share (from €800). ASM International is on the ING Benelux Favourites list.
- Kristof Samoy
Vopak Key take-aways 1Q25 analyst call
Vopak reported 1Q25 which were in line with proportional EBITDA of €300m vs consensus of €292m. So far company foresees only limited impact in the short term linked to trade tariff uncertainty. EBITDA outlook maintained even when discounting less favourable FX rates. Indian AVTL on track for IPO in 1H25 following conditional approval by regulator. Occupancy rates holding up well at 92% vs. 93% last quarter. The Q&A in the analyst call further comforted our scenario. We reiterate Buy rating and €...
Resolutions passed by Vopak’s Annual General Meeting
Resolutions passed by Vopak’s Annual General Meeting Resolutions passed by Vopak’s Annual General MeetingRotterdam, the Netherlands, 23 April 2025 The Annual General Meeting of Koninklijke Vopak N.V. (Royal Vopak) held on 23 April 2025 passed the following resolutions: Positive advisory vote implementation remuneration policy for the 2024 financial year. Adoption of the financial statements for the 2024 financial year. Approval of the proposed dividend. A dividend of EUR 1.60 per ordinary share with a nominal value of EUR 0.50 will be distributed wholly in cash on 2 May 2025. As fro...
- Delphine Brault
TEMN TEMENOS AG
SU SCHNEIDER ELECTRIC SE
KNEBV KONE OYJ CLASS B
ABB ABB LTD.
RXL REXEL SA
POM PLASTIC OMNIUM SE
ARYN ARYZTA AG
ALO ALSTOM SA
SCHP SCHINDLER HOLDING AG PREF
FAE FAES FARMA S.A.
SUN SULZER AG
ROYAL VOPAK NV
DOKA DORMAKABA HOLDING AG
ASSA B ASSA ABLOY AB CLASS B
ANDR ANDRITZ AG
CSM CORBION NV
SIE SIEMENS AG
TKWY JUST EAT TAKEAWAY.COM N.V.
VOS VOSSLOH AG
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
KBX KNORR-BREMSE AG
SRAIL STADLER RAIL AG
ENR SIEMENS ENERGY AG
ATCO A ATLAS COPCO AB
- Delphine Brault
TEMN TEMENOS AG
SU SCHNEIDER ELECTRIC SE
KNEBV KONE OYJ CLASS B
ABB ABB LTD.
RXL REXEL SA
POM PLASTIC OMNIUM SE
ARYN ARYZTA AG
ALO ALSTOM SA
SCHP SCHINDLER HOLDING AG PREF
FAE FAES FARMA S.A.
SUN SULZER AG
ROYAL VOPAK NV
DOKA DORMAKABA HOLDING AG
ASSA B ASSA ABLOY AB CLASS B
ANDR ANDRITZ AG
CSM CORBION NV
SIE SIEMENS AG
TKWY JUST EAT TAKEAWAY.COM N.V.
VOS VOSSLOH AG
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
KBX KNORR-BREMSE AG
SRAIL STADLER RAIL AG
ENR SIEMENS ENERGY AG
ATCO A ATLAS COPCO AB
- Thijs Berkelder
- ING Helpdesk
Benelux Morning Notes
AkzoNobel: 3% beat on 1Q25 Adj. EBITDA, FY25 guidance maintained at +€1.55bn. BE Semiconductor Industries: 1Q25 results - extending the downcycle. Corbion: Apogee. Just Eat Takeaway.com: 1Q25 Trading Update - no impact on the bid. Kinepolis: 1Q25 preview. KPN: 1Q25 preview. Randstad: Strong 9% high quality beat on 1Q25, 2Q25 outlook looks a touch below. Vår Energi: Fine start of the year, more to come. Vopak: Reasonable start, cashflow developing nicely.
- Kristof Samoy
- Michiel Declercq
- Thibault Leneeuw
- Thomas Couvreur
- Wim Hoste
Vopak reports strong Q1 2025 results, commissioning capacity in existi...
Vopak reports strong Q1 2025 results, commissioning capacity in existing locations The Netherlands, 23 April 2025Vopak reports strong Q1 2025 results, commissioning capacity in existing locations Key highlights Q1 2025 Improve Net profit -including exceptional items- Q1 2025 of EUR 100 million and EPS of EUR 0.85 Proportional EBITDA -excluding exceptional items1- increased in Q1 2025 by EUR 23 million to EUR 300 million Agreements were signed for a new debt issuance of around EUR 560 million equivalent, improving Vopak's debt maturity profile and financial flexibility Grow Expandi...
JDE Peet’s share buyback periodic update April 22, 2025
JDE Peet’s share buyback periodic update April 22, 2025 PRESS RELEASE Amsterdam, April 22, 2025 JDE Peet’s (EURONEXT: JDEP), the world’s leading pure-play coffee and tea company, today announced that it has repurchased 40,000 shares in the period from April 14, 2025 up to and including April 17, 2025. The shares were repurchased at an average price of EUR 20.40 per share for a total consideration of EUR 0.8 million. These repurchases were made as part of the EUR 250 million share buyback programme . The total number of shares repurchased under this programme to date is 3,521,614 ordina...
- Guy Sips
- Jacob Mekhael
- Kristof Samoy
- Michiel Declercq
- Wim Lewi
- Michiel Declercq
IBA Ambitious plans, but short-term profitability in focus
Following the CMD on April 4th and new reporting structure from 2025 onwards, we have revisited our estimates accordingly. Overall, we believe IBA left a good impression during the CMD. While the numerous new initiatives and growth areas might look overwhelming, we believe they reconfirm the potential of IBA's technology. More importantly, the PanTera deal already showcased that new opportunities can create significant value with limited upfront investments. While the impact from tariffs on shor...
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