reports
- Luis de Toledo Heras
- Thomas Zlowodzki
- Luis de Toledo Heras
- Thomas Zlowodzki
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 9 October 2025 to 15 October 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 9 October 2025 to 15 October 2025, Kepler Cheuvreux SA on behalf of Bekaert has bought 52 655 shares. The tabl...
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 9 oktober 2025 tot 15 oktober 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 9 oktober 2025 tot 15 oktober 2025, Kepler C...
- Robert Jan Vos
- Ahmed Ben Salem
- Baptiste Lebacq
TEMN TEMENOS AG
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
ALFOC FOCUS HOME INTERACTIVE SA
OSE OSE IMMUNOTHERAPEUTICS SA
HCO HIGHCO SA
GLO GL EVENTS SA
ENI ENI S.P.A.
BAMNB KONINKLIJKE BAM GROEP NV
REP REPSOL SA
SIX2 SIXT SE
SLIGR SLIGRO FOOD GROUP N.V.
FDR FLUIDRA S.A.
MAU ETABLISSEMENTS MAUREL & PROM SA
FTG111 FLATEXDEGIRO AG
BP. BP P.L.C.
PWG PRODWAYS GROUP SA
THEP THERMADOR HOLDING SA
FAST FASTNED
ALHRS HYDROGEN REFUELING SOLUTIONS
SHEL SHELL PLC
CAN CANAL+
- Ahmed Ben Salem
- Baptiste Lebacq
TEMN TEMENOS AG
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
ALFOC FOCUS HOME INTERACTIVE SA
OSE OSE IMMUNOTHERAPEUTICS SA
HCO HIGHCO SA
GLO GL EVENTS SA
ENI ENI S.P.A.
BAMNB KONINKLIJKE BAM GROEP NV
REP REPSOL SA
SIX2 SIXT SE
SLIGR SLIGRO FOOD GROUP N.V.
FDR FLUIDRA S.A.
MAU ETABLISSEMENTS MAUREL & PROM SA
FTG111 FLATEXDEGIRO AG
BP. BP P.L.C.
PWG PRODWAYS GROUP SA
THEP THERMADOR HOLDING SA
FAST FASTNED
ALHRS HYDROGEN REFUELING SOLUTIONS
SHEL SHELL PLC
CAN CANAL+
- Robert Jan Vos
- Amira Manai
- Amira Manai
- ING Helpdesk
Benelux Morning Notes
DEME Group: First Havfram vessel ready. Fastned: 3Q25 trading update – new stations boost growth, organic lags BEV penetration. NN Group & ASR: Pension reform on track for 1st tranche move from DB to DC in Jan 26. Sligro: Another weak trading update, but FY25 guidance reiterated. Talabat: Surprise CEO departure
- Maud Servagnat
HighCo: Q3 2025 Gross Profit
HighCo: Q3 2025 Gross Profit Aix-en-Provence, 15 October 2025 (6:00 p.m.) HIGHCO: RETURN TO BUSINESS GROWTH IN Q3 2025 (GROSS PROFIT UP 8.4%); OVER 10% GROWTH FORECAST FOR Q4; 2025 GUIDANCE ADJUSTED WITH SLIGHT GROWTH IN GROSS PROFIT Business growth in Q3 2025 driven by France (up 13.3% LFL) Q3 2025 gross profit1 of €15.63 m, up 8.4% LFL2.Nine-month YTD 2025 gross profit1 of €46.59 m, down 3.2% LFL2.Sustained growth in the Activation division driven by the strong momentum of business in France (Q3 up 7.9% LFL; 9-month YTD up 4.6% LFL), decline in Mobile businesses (Q3 down 3.5% LFL; 9...
HIGHCO : Marge brute T3 2025
HIGHCO : Marge brute T3 2025 Aix-en-Provence, le 15 octobre 2025 (18h) HIGHCO : RETOUR DE LA CROISSANCE D’ACTIVITÉ AU T3 2025 (MB +8,4%) ; CROISSANCE ATTENDUE AU T4 SUPÉRIEURE À +10% ; GUIDANCES 2025 PRÉCISÉES AVEC UNE LÉGÈRE CROISSANCE DE LA MARGE BRUTE Croissance d’activité au T3 2025 portée par la France (+13,3% PCC) Marge Brute (MB) T3 2025(1) de 15,63 M€ en hausse de +8,4% à PCC(2).MB 9 mois 2025(1) de 46,59 M€ en repli de -3,2% à PCC(2).Croissance soutenue du pôle Activation portée par la bonne dynamique d’activité en France (T3 PCC à +7,9% ; 9 mois PCC à +4,6%), repli des activ...
- ING Helpdesk
Benelux Morning Notes
ABN AMRO: Pre-close 3Q: HAL inclusion. Ahold Delhaize: Peer Albertsons 2Q25/26 results. AMG: Lithium supply deal with Beijing Easpring. ASML: 3Q25 results supportive. Barco: 3Q25 trading update inline, surprise buyback. Belgian telcos: Start of the market test for cooperation agreement in Flanders. CM.com: Preview 3Q25 trading update. NSI: Vacancy increase as expected, marginal guidance update. Staffing sector: PageGroup 3Q25 trading update. Zabka: 3Q25 Preview - Like-for-Like(...
- Emmanuel Matot
- Emmanuel Matot
- ING Helpdesk
- Martijn Den Drijver
Bekaert : Failed strategy and competitive pressure set to hit hard
We downgrade our recommendation on Bekaert to Underperform from Neutral with an updated price target of €34.5 per share. Roughly two years after the December 2023 Capital Markets Day, we conclude that very little has come of the outlined strategy (high growth and high EBIT margins from the Growth Platforms) and that is not likely to change in the remainder of 2025 or 2026, while most of the other targets (step up M&A, ROCE) are also out of sight. We lower our estimates for 2025-2027 materially, ...
- Martin Marandon-Carlhian
- Stephane Houri
ODDO : Mémoire : Et si nous étions à l’aube d’un ‘supercycle’ ?
Les prix de la mémoire ont progressé de 15% sur un mois et de ~30% YTD. Cela reflète une forte tension sur l’offre alors que la demande IA est plus élevée qu’attendu. Les stocks de mémoires sont, par ailleurs, au plus bas, ouvrant la voie en 2026 à un supercycle, tiré par l’IA mais aussi par l’intégration de l’Edge AI dans les smartphones/PC. Un marché des semis à ~+15/20% en 2026 est crédible dans ce contexte. Dans notre couverture, cela devrait d’abord bénéficier à ASML, VAT, Siltronic, ASMi e...
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
WAF SILTRONIC AG
MELE MELEXIS NV
SMHN SUESS MICROTEC AG
VACN VAT GROUP AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
JEN JENOPTIK AG
ARM ARM HOLDINGS PLC
AMS AMS-OSRAM AG
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.