reports
Atenor SA: 1 director
A director at Atenor SA bought 251,231 shares at 2.800EUR 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 sh...
- Guy Sips
- Jacob Mekhael
- Kristof Samoy
- Livio Luyten
- Lynn Hautekeete
- Michiel Declercq
- Thibault Leneeuw
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
Dynamic Top Pick List Update February 2026: Removing ASMi; Adding UCB
After today's changes (ASMi out, UCB in), we maintain a balanced approach in our Dynamic Top Pick List, with a particular emphasis on value stocks that have been overlooked. Our defensive holdings are overweight, including real estate, which stands to benefit from lower interest rates. We remove ASMi from our Dynamic Top Pick List as the recent share price performance has driven the valuation meaningfully ahead of fundamentals. Since early December, FY27 diluted EPS expectations have risen by a...
EVS EVS BROADCAST EQUIPMENT SA
UCB UCB S.A.
DIE D'IETEREN SA
SOF SOFINA SA
IBAB ION BEAM APPLICATIONS SA
ROYAL VOPAK NV
AED AEDIFICA SA
CSM CORBION NV
ABI ANHEUSER-BUSCH INBEV SA/NV
ARGX ARGEN-X SE
WDP WAREHOUSES DE PAUW SCA
AZE AZELIS GROUP NV
DEME DEME GROUP NV
SHUR SHURGARD SELF STORAGE LIMITED
ABN AMRO appoints Michiel Lap as Chair and nominates Jean-Pierre Musti...
ABN AMRO appoints Michiel Lap as Chair and nominates Jean-Pierre Mustier as new member of its Supervisory Board ABN AMRO appoints Michiel Lap as Chair and nominates Jean-Pierre Mustier as new member of its Supervisory Board 29 January 2026 Today, ABN AMRO announces that its Supervisory Board will appoint Michiel Lap as Chair of the Supervisory Board of ABN AMRO Bank N.V. with effect from the closure of the Annual General Meeting on 22 April 2026. Michiel Lap will succeed Tom de Swaan, who will retire as Chair after almost eight years. Furthermore, ABN AMRO is pleased to announce the nomin...
ABN AMRO benoemt Michiel Lap als voorzitter en draagt Jean-Pierre Must...
ABN AMRO benoemt Michiel Lap als voorzitter en draagt Jean-Pierre Mustier voor als nieuw lid van de Raad van Commissarissen ABN AMRO benoemt Michiel Lap als voorzitter en draagt Jean-Pierre Mustier voor als nieuw lid van de Raad van Commissarissen 29 januari 2026 Vandaag maakt ABN AMRO bekend dat de Raad van Commissarissen Michiel Lap benoemt als voorzitter van de Raad van Commissarissen van ABN AMRO Bank N.V., met ingang van het einde van de Algemene Vergadering op 22 april 2026. Michiel Lap volgt Tom de Swaan op, die na bijna acht jaar terugtreedt als voorzitter. Daarnaast kondigt ABN A...
- ING Helpdesk
- Guy Sips
- Jacob Mekhael
- Livio Luyten
- Wim Lewi
- ING Helpdesk
Benelux Morning Notes
ABN AMRO: Pre-close 4Q: positive read, but with recent CMD, no surprises on guidance / Ahold Delhaize: New US distribution centre to be leased from Blackstone / Kinepolis: Peer Cineplex December 2025 box office revenue at 89% of 2019 level, up 3% YoY / Randstad: Preview 4Q25F results due 11 February; consensus released / Staffing sector: Hays' 2Q26 trading update; miss vs consensus / Zabka: Peer Biedronka FY25 sales.
- Hilde Van Boxstael
- Jacob Mekhael
- Livio Luyten
- Lynn Hautekeete
- Wim Hoste
- Wim Lewi
- Hilde Van Boxstael
- Jacob Mekhael
- Livio Luyten
- Michiel Declercq
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
- Thomas Couvreur
ABN Amro NIBC, Wealth & Staff reductions drive value; target price inc...
We have reviewed our model on ABN Amro, incorporating the NIBC acquisition, the ambitious growth targets in Wealth Management and the aggressive cost savings targets, mainly driven by FTE reductions. By FY28 we see our income estimates increase by 4.3% and cost estimates decrease by 3.1%. Our new SoTP valuation points to a target price of €29 (vs €25.5), reiterating our Hold recommendation given limited upside.
ABN AMRO announces significant risk transfer transaction with Blacksto...
ABN AMRO announces significant risk transfer transaction with Blackstone ABN AMRO announces significant risk transfer transaction with Blackstone 11 December 2025 Today, ABN AMRO announces a significant risk transfer (SRT) transaction with funds manged by Blackstone. This transaction provides first loss protection on a EUR 2 billion portfolio of large corporate loans. The transaction underscores our commitment to creating more room for further profitable growth by actively managing portfolios. We expect the transaction will reduce the bank's risk-weighted assets by EUR 1.6 billion, while...
ABN AMRO kondigt significante risico-overdrachtstransactie aan met Bla...
ABN AMRO kondigt significante risico-overdrachtstransactie aan met Blackstone ABN AMRO kondigt significante risico-overdrachtstransactie aan met Blackstone 11 december 2025 Vandaag kondigt ABN AMRO een significante risico-overdrachtstransactie (SRT) aan met fondsen beheerd door Blackstone. Deze transactie biedt bescherming tegen eerste verliezen op een portefeuille van EUR 2 miljard aan leningen aan grote bedrijven. De transactie onderstreept onze toewijding om actief onze portefeuilles te beheren en meer ruimte te creëren voor verdere winstgevende groei. We verwachten dat de transactie ...
- Guy Sips
- Jacob Mekhael
- Kristof Samoy
- Livio Luyten
- Lynn Hautekeete
- Mathijs Geerts Danau
- Michiel Declercq
- Thibault Leneeuw
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
Dynamic Top Pick List How to start 2026?
How to start 2026? We have selected for the KBC Securities Dynamic Top Pick List 12 large-cap companies — AB InBev, Aedifica, Argenx, ASMi, Azelis, DEME, D'Ieteren, Shurgard, Sofina, Vopak, WDP, and Wolters Kluwer — along with 3 small and mid-cap names (under €1.5bn in market capitalization): Corbion, EVS, and IBA. So, going into 2026, we maintain a balanced approach in our Dynamic Top Pick List, featuring 8 cyclical and 6 defensive stocks, with a particular emphasis on value stocks that have b...
EVS EVS BROADCAST EQUIPMENT SA
DIE D'IETEREN SA
SOF SOFINA SA
ASM ASM INTERNATIONAL N.V.
IBAB ION BEAM APPLICATIONS SA
ROYAL VOPAK NV
AED AEDIFICA SA
CSM CORBION NV
ABI ANHEUSER-BUSCH INBEV SA/NV
ARGX ARGEN-X SE
WDP WAREHOUSES DE PAUW SCA
AZE AZELIS GROUP NV
DEME DEME GROUP NV
SHUR SHURGARD SELF STORAGE LIMITED
ABN Amro Bank N.V.: 1 director
A director at ABN Amro Bank N.V. bought 5,350 shares at 29.160EUR and the significance rating of the trade was 62/100. 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 cle...
- Marine Leleux
- Maureen Schuller
- Suvi Platerink Kosonen
- Marine Leleux
- Maureen Schuller
- Suvi Platerink Kosonen
Bank Brunch/ABN AMRO new targets
ABN AMRO (ABNANV) outlined new financial targets for 2028 this morning. One of the main angles is the cost base and the substantial expected headcount reductions, following the integration of HAL and eventually NIBC. Regarding capital the new targets would entail at least 235bp headroom to MDA trigger levels. We consider the cost targets as ambitious and that they should support efficiency metrics going forward. That being said, reaching the return on equity target could come eventually with a l...
- ING Helpdesk
Benelux Morning Notes
ABN AMRO: CMD targets at higher end, bold FTE cut to clinch 55% C/I ratio, lower CoRisk. D'Ieteren: Key Belron US glass supplier Fuyao connected to US labour allegations. Elia: Preview 3Q25 update; fine-tuning guidance to upper end of range?. NSI: KPN to leave Glass House, c.7.5% additional vacancy. SBM Offshore: Another step towards SEAP 1+2 FPSO awards. Universal Music Group: Spotify to increase its US subscription prices in 1Q26
- Jacob Mekhael
- Lynn Hautekeete
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
ABN AMRO to sell Alfam to Rabobank
ABN AMRO to sell Alfam to Rabobank ABN AMRO to sell Alfam to RabobankPersonal loans offered via a third-party arrangement25 November 2025Today, ABN AMRO announces that it has reached an agreement on the sale of its fully-owned subsidiary Alfam, ABN AMRO’s personal loan business, to Rabobank. ABN AMRO will continue to offer personal loans to its clients, now via a third-party arrangement with Rabobank.The personal loans market is highly competitive, making scale increasingly important. By joining forces with Rabobank, a well-regarded and reliable partner, clients will continue to receive hig...
ABN AMRO verkoopt Alfam aan Rabobank
ABN AMRO verkoopt Alfam aan Rabobank ABN AMRO verkoopt Alfam aan RabobankPersoonlijke leningen aangeboden via een ‘third-party arrangement’25 november 2025 ABN AMRO maakt vandaag bekend dat zij overeenstemming heeft bereikt over de verkoop van haar volledige dochteronderneming Alfam aan Rabobank. Alfam is het onderdeel van ABN AMRO dat persoonlijke leningen verstrekt. ABN AMRO blijft persoonlijke leningen aanbieden aan haar klanten, nu via een zogenoemde ‘third-party arrangement’ met Rabobank. De concurrentie op de markt voor persoonlijke leningen is zeer groot en schaalgrootte wordt daard...
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