reports
- ING Helpdesk
- ING Helpdesk
- Markus Schmitt
IHO / Schaeffler : Complexity has not reduced, but IHO’s relative valu...
1/ Automotive and industrial headwinds (even before Liberation Day), to be addressed by Schaeffler and Conti via self-help measures. The current developments are very dynamic and there is a great degree of uncertainty over the next 12-18 months and if finally a recession will be seen or not. 2/ Remaining rating risk and that the IHO PIK toggle notes become B+ at S&P. 3/ The IHO bonds lost attractiveness in the last months, following a recovery after the March 2025 sell-off. Schaeffler bonds were...
- Markus Schmitt
IHO / Schaeffler : Complexity has not reduced, but IHO’s relative valu...
1/ Automotive and industrial headwinds (even before Liberation Day), to be addressed by Schaeffler and Conti via self-help measures. The current developments are very dynamic and there is a great degree of uncertainty over the next 12-18 months and if finally a recession will be seen or not. 2/ Remaining rating risk and that the IHO PIK toggle notes become B+ at S&P. 3/ The IHO bonds lost attractiveness in the last months, following a recovery after the March 2025 sell-off. Schaeffler bonds were...
- ING Helpdesk
KBC Group: Publication of transparency notification(s) received by KBC...
KBC Group: Publication of transparency notification(s) received by KBC Group NV (art. 14, 1st section of the Act of 2 May 2007 concerning the disclosure of significant participations) Summary of the notification(s) KBC Group NV has received an updated transparency notification on 27 May 2025, which states that FMR has a stake of 3.29% in KBC Group (total voting rights and equivalent financial instruments). The reason for the update is a crossing of the 3%- reporting threshold. Content of the notification(s) The notification(s) contain(s) following information: Reason for the notific...
KBC Groep: Openbaarmaking van transparantiekennis-geving(en) ontvangen...
KBC Groep: Openbaarmaking van transparantiekennis-geving(en) ontvangen door KBC Groep NV (artikel 14, eerste lid van de wet van 2 mei 2007 op de openbaarmaking van belangrijke deelnemingen) Samenvatting van de kennisgeving(en) KBC Groep NV ontving op 27 mei 2025 een geactualiseerde transparantiekennisgeving, waaruit blijkt dat FMR een aandeel in KBC Groep NV heeft van 3,29% (‘totaal stemrechten en equivalente instrumenten’). De reden van de actualisatie is het overschrijden van de 3%-rapporteringsdrempel. Inhoud van de kennisgeving(en) Die kennisgeving(en) bevat(ten) de volgende info...
- ING Helpdesk
- Guy Sips
- Hilde Van Boxstael
- Kristof Samoy
- Livio Luyten
- Michiel Declercq
- Thibault Leneeuw
- Thomas Couvreur
- Wim Hoste
Benelux Local Champions 27 May 2025
This conference book is your guide to our annual Benelux Local Champions Conference set to take place on Tuesday, 27 May 2025 at our historic building at Grand Place in Brussels. This event offers the possibility to have one-on-one meetings and/or small group meetings with the following Benelux companies and their top management & IR. ACKERMANS & VAN HAAREN | AGEAS | AHOLD DELHAIZE | AKZONOBEL | ARCADIS | AZELIS | CORBION | GBL | KBC GROUP | LOTUS BAKERIES | MELEXIS | PROXIMUS | SOFINA | UMIC...
GBLB GROUPE BRUXELLES LAMBERT SA
AGS AGEAS SA/NV
KBC KBC GROUP N.V.
LOTB LOTUS BAKERIES NV
SOF SOFINA SA
ACKB ACKERMANS & VAN HAAREN NV
ARCAD ARCADIS NV
MELE MELEXIS NV
CSM CORBION NV
AD KONINKLIJKE AHOLD DELHAIZE N.V.
UMI UMICORE
AKZA AKZO NOBEL N.V.
AZE AZELIS GROUP NV
- ING Helpdesk
Benelux Morning Notes
ABN AMRO: NFLI reaching c.30% level in its ABN stake reduction. ABN AMRO: Relaunch of Belgium private banking using MeesPierson brand. Elia: FY25 profit outlook unchanged, minor reduction in capex. Greenyard: Disappointing 2H24/25, guidance lowered. NN Group, ASR: Parliament votes against amendment to Dutch Pension Reform
- Marine Leleux
- Maureen Schuller
- Suvi Platerink Kosonen
Bank Brunch/KBC and BAMIIM AT1 deals, UBS capital, Credit Agricole soc...
AT1 markets remain active with KBC and BANCO BPM active today; UBS may indeed be looking at higher capital requirements; Credit Agricole in the market with a social senior bail-in bond; The position of Germany's new chancellor on the sustainable Omnibus
- Ahmed Ben Salem
- Ahmed Ben Salem
- Guy Sips
- Jacob Mekhael
- Kristof Samoy
- Thomas Couvreur
- Thomas Vranken
- Wim Hoste
- Cor Kluis
- ING Helpdesk
Benelux Morning Notes
EVS: Weak start to the year, sales guidance maintained excluding FX, EBIT guidance low Just Eat Takeaway.com: Prosus offer launched KBC: CFO meeting – navigating above targets, strong loan growth & NII path NEPI Rockcastle: Robust Q1 results, strong top line Xior Student Housing: Dutch rent freeze not applicable to Xior
- Ahmed Ben Salem
EQNR EQUINOR ASA
ENGI ENGIE SA.
GALP GALP ENERGIA SGPS SA CLASS B
GFC GECINA SA
ALV ALLIANZ SE
ITRK INTERTEK GROUP PLC
ENI ENI S.P.A.
RWE RWE AG
DTE DEUTSCHE TELEKOM AG
TLX TALANX AG
REP REPSOL SA
SPSN SWISS PRIME SITE AG
SIE SIEMENS AG
BP. BP P.L.C.
DNP DINO POLSKA S.A.
LAND LAND SECURITIES GROUP PLC
SHEL SHELL PLC
NOVO B NOVO NORDISK A/S
AGN AEGON N.V.
- Ahmed Ben Salem
EQNR EQUINOR ASA
ENGI ENGIE SA.
GALP GALP ENERGIA SGPS SA CLASS B
GFC GECINA SA
ALV ALLIANZ SE
ITRK INTERTEK GROUP PLC
ENI ENI S.P.A.
RWE RWE AG
DTE DEUTSCHE TELEKOM AG
TLX TALANX AG
REP REPSOL SA
SPSN SWISS PRIME SITE AG
SIE SIEMENS AG
BP. BP P.L.C.
DNP DINO POLSKA S.A.
LAND LAND SECURITIES GROUP PLC
SHEL SHELL PLC
NOVO B NOVO NORDISK A/S
AGN AEGON N.V.
KBC Groupe NV: 1 director
A director at KBC Groupe NV sold 379 shares at 86.560EUR and the significance rating of the trade was 52/100. 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 show...
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