reports
- Hilde Van Boxstael
- Lynn Hautekeete
- Mathijs Geerts Danau
- Wim Lewi
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 6 November 2025 to 12 November 2025 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 6 November 2025 to 12 November 2025, Kepler Cheuvreux SA on behalf of Bekaert has bought 43 200 shares. The ...
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 6 november 2025 tot 12 november 2025 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 6 november 2025 tot 12 november 2025, Kepler C...
NEXTENSA ACHIEVES SOLID RESULTS IN Q3
NEXTENSA ACHIEVES SOLID RESULTS IN Q3 REGULATED INFORMATIONBrussels, 13 November 2025, 5:55 PM RESULTS ON Q3 2025 HIGHLIGHTS NEXTENSA ACHIEVES SOLID RESULTS IN Q3 In the third quarter of 2025 Nextensa maintained its strong momentum and achieved a clear increase in profitability. Net profit increased significantly, driven by a higher contribution of development activities, lower financing costs and a further strengthening of the balance sheet. Three significant transactions were completed in Q3 2025: Sale of Retail Estates. On August 28,2025, Nextensa has sold its entire 8.99% sta...
NEXTENSA RÉALISE DES RÉSULTATS SOLIDES EN Q3
NEXTENSA RÉALISE DES RÉSULTATS SOLIDES EN Q3 INFORMATION RÉGLEMENTÉEBruxelles, 13 novembre 2025, 17h55 RESULTATS POUR LE Q3 2025 FAITS MARQUANTS NEXTENSA RÉALISE DES RÉSULTATS SOLIDES EN Q3 Au troisième trimestre 2025, Nextensa a poursuivi son élan positif en enregistrant une croissance nette de sa rentabilité. Le bénéfice net a connu une progression significative, soutenu par la contribution accrue des activités de développement, la diminution des coûts de financement et le renforcement continu de son bilan. Trois opérations significative majeures ont été finalisées au Q3 2025. :...
NEXTENSA ZET SOLIDE RESULTATEN NEER IN Q3
NEXTENSA ZET SOLIDE RESULTATEN NEER IN Q3 GEREGLEMENTEERDE INFORMATIEBrussel, 13 november 2025, 17h55 RESULTATEN OVER Q3 2025 HIGHLIGHTS NEXTENSA ZET SOLIDE RESULTATEN NEER IN Q3 In het derde kwartaal van 2025 behield Nextensa zijn sterke momentum en realiseerde het een duidelijke stijging van de rentabiliteit. De nettowinst steeg aanzienlijk dankzij een hogere bijdrage van de ontwikkelingsactiviteiten, lagere financieringskosten en een verdere versterking van de balans. In Q3 van 2025 werden drie significante transacties afgerond: Verkoop van Retail Estates. Op 28 augustus 2025 he...
- ING Helpdesk
Benelux Morning Notes
AEGON: 3Q in line, UK weak, all eyes on CMD in December. DEME Group: Going into 2026 with a stable order book. D'Ieteren: North America Beron peer Boyd confirms positive l/l in 3Q25, further improvement in 4Q25. KBC: 3Q above, increase in FY25 guidance across the board, first SRT is sizeable. Ontex: Peer Essity acquires Edgewell's Feminine Care activity. SBM Offshore: Progression in markets and earnings. Zabka: CVC and PG sell 100m shares via ABB
- David Vagman
- CFA
- Stijn Demeester
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 30 October 2025 to 5 November 2025 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 30 October 2025 to 5 November 2025, Kepler Cheuvreux SA on behalf of Bekaert has bought 42 000 shares. The ta...
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 30 oktober 2025 tot 5 november 2025 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 30 oktober 2025 tot 5 november 2025, Kepler Che...
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Lynn Hautekeete
- Thibault Leneeuw
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
- Guy Sips
- Kristof Samoy
- Livio Luyten
- Michiel Declercq
- Thibault Leneeuw
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
Dynamic Top Pick List Update November: Removing Xior; Adding Aedifica
The tariff war has eased, but with Trump, uncertainty has become a guarantee. While the macro-economic impact has been limited so far, the prolonged situation could still result in significant and long-lasting economic damage. We are maintaining a defensive stance in our Benelux Dynamic Top Pick List. The Federal Reserve (FED) has started its easing cycle, but the final amount of interest rate cuts is uncertain. The European Central Bank (ECB) has now largely completed its interest rate cutting ...
- Guy Sips
Jensen-Group Recent slowdown in order intake but on track to deliver a...
We updated our model (new € 67.5 Target Price (from €62) after Jensen-Group's 3Q25 revenues came in at a very nice € 134.9m compared to € 107.5m in 3Q24, resulting in a 19% y/y higher 9M25 sales of € 398.0m. We maintain our Accumulate rating. We incorporated in our updated model that Jensen-Group highlighted that after very solid results in the first nine months, they remain on track to deliver a record year with an expected FY25 EBIT range € 66m and € 71m (KBCSe from 64.9m to € 69m). On the ...
- ING Helpdesk
Benelux Morning Notes
Ahold Delhaize: Strong beat driven by one-offs Alfen: Bull bear fight continues bpost: 3Q25 results in line with INGF but miss vs consensus, FY25 outlook fine-tuned to top-end CM.com: Takeover offer from Bird Coca-Cola Europacific Partners: Refreshing D'Ieteren: Belron peer Driven Brands 3Q25 talks of lower Q4, choppiness in Collision and Direct Repair Exor: Ferrari reassures with strong 3Q25, improved guidance KPN: Strategy update reassures, largely in line, with solid cash returns expec...
KPN ROYAL KPN NV
WKL WOLTERS KLUWER NV
VNA VONOVIA SE
UCB UCB S.A.
DIE D'IETEREN SA
ROYAL VOPAK NV
MONT MONTEA SCA
BPOST BPOST SA
EXO EXOR N.V.
AD KONINKLIJKE AHOLD DELHAIZE N.V.
CCEP COCA-COLA EUROPEAN PARTNERS PLC
ALFEN ALFEN NV
DSC1 DUTCH STAR C SHAR
UMG UNIVERSAL MUSIC GROUP NV
VAR VAR ENERGI ASA
- Francesca Ferragina
- Michiel Vereycken
Eurocommercial Properties/Strong organic trends – Estimates update/BUY
In a world in which organic trends are slowing down, Eurocommercial Properties' results showed its LFL growth accelerated in 3Q25 thanks to successful remerchandising projects in Woluwe and Carosello - indicating improved performance in terms of footfall, retailer sales and renegotiations. OCR remains light and best-in-class at 10%, leaving room for future rental income growth. On the back of these 9M results, we fine-tune our estimates making limited changes only (2025F EPS up 0.5%). Valuation ...
- ING Helpdesk
Benelux Morning Notes
Azelis: Appointment of Boris Cambon-Lalanne as group CFO. Belgian Telecoms: Price increase on most of the non-commercialised products and Scarlet trio. D'Ieteren: Belgian October car registrations down 7%, VW down 20%. Kendrion: Results preview; launching share buyback programme. Kinepolis: Acquires US movie theatre chain Emagine Entertainment for US$105m. Kinepolis: October box office in US/Canada and France attendance drop again. Ontex: Branded activity now fully divested. Philip...
- David Vagman
- CFA
D'Ieteren/A leap of faith for 2H25, concerns for 2026/BUY
We cut our 2025-28F EPS by 4-5% and target price by 5% to €223 on weaker TVH, PHE and Belron as well as lower multiples, in particular at TVH. We still expect 13% FCFev CAGR 2025-28F and 14% EPS CAGR, on 7% EBIT CAGR. The stock has underperformed 17% since 1H25 and is flat YTD, trading at >40% discount, 11x P/E 2026F, 7% FCFev yield. We remain believers in the long-term story, self-help potential (Belron price/mix, cash/commercial markets, mobile static recalibration, TVH turnaround) but admit t...
PUBLICATION OF ATRANSPARENCY NOTIFICATION - ACKERMANS & VAN HAAREN
PUBLICATION OF ATRANSPARENCY NOTIFICATION - ACKERMANS & VAN HAAREN PUBLICATION OF ATRANSPARENCY NOTIFICATION - ACKERMANS & VAN HAAREN Pursuant to article 14 of the law of 2 May 2007, Nextensa NV/SA announces that it has received a transparency notification dated 30 October 2025 from Ackermans & van Haaren NV/SA (having its registered offices at Begijnenvest 113, 2000 Antwerp, Belgium). Ackermans & van Haaren has notified that, following an acquisition of additional shares on 28 October 2025, its total number of voting rights in Nextensa increased to 80.31% of the voting rights. Based o...
PUBLICATION D’UNE NOTIFICATION DE TRANSPARENCE – ACKERMANS & VAN HAARE...
PUBLICATION D’UNE NOTIFICATION DE TRANSPARENCE – ACKERMANS & VAN HAAREN PUBLICATION D’UNE NOTIFICATION DE TRANSPARENCE – ACKERMANS & VAN HAAREN Conformément à l'article 14 de la loi du 2 mai 2007, Nextensa SA annonce avoir reçu une déclaration de transparence datée du 30 octobre 2025 d’Ackermans & van Haaren SA (dont le siège social est établi à Begijnenvest 113, 2000 Anvers, Belgique). Ackermans & van Haaren a notifié qu'à la suite d'une acquisition d'actions supplémentaires le 28 octobre 2025, son nombre total de droits de vote dans Nextensa est passé à 80,31 % des droits de vote. Su...
OPENBAARMAKING VAN EEN TRANSPARANTIEKENNISGEVING - ACKERMANS & VAN HAA...
OPENBAARMAKING VAN EEN TRANSPARANTIEKENNISGEVING - ACKERMANS & VAN HAAREN OPENBAARMAKING VAN EEN TRANSPARANTIEKENNISGEVING - ACKERMANS & VAN HAAREN Op grond van artikel 14 van de wet van 2 mei 2007, maakt Nextensa NV bekend dat het een transparantiekennisgeving heeft ontvangen gedateerd op 30 oktober 2025 van Ackermans & van Haaren NV (met zetel te Begijnenvest 113, 2000 Antwerpen, België). Ackermans & van Haaren heeft meegedeeld dat, ten gevolge van een verwerving van bijkomende aandelen, haar totaal aantal stemrechten in Nextensa op 28 oktober 2025 is toegenomen tot 80,31% van de stem...
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