reports
- Guy Sips
- Jacob Mekhael
- Kristof Samoy
- Wim Lewi
Ageas announces the Ordinary and Extraordinary General Meetings of Sha...
Ageas announces the Ordinary and Extraordinary General Meetings of Shareholders of ageas SA/NV Ageas announces the Ordinary and Extraordinary General Meetings of Shareholders of ageas SA/NV As the quorum required for the Extraordinary General Meeting of Shareholders of Wednesday 22 April 2026 will not be attained, ageas SA/NV is organising the Ordinary and Extraordinary General Meetings of Shareholders (the "Meeting") on Wednesday 20 May 2026 at 10:30am. The Meeting is being held at the Auditorium of AG Insurance, AG Campus, in 1000 Brussels, Rue du Pont Neuf 17. The general conditions ...
Ageas annonce les Assemblées Générales Ordinaire et Extraordinaire des...
Ageas annonce les Assemblées Générales Ordinaire et Extraordinaire des Actionnaires d’ageas SA/NV Ageas annonce les Assemblées Générales Ordinaire et Extraordinaire des Actionnaires d’ageas SA/NV Étant donné que le quorum requis pour l’Assemblée Générale Extraordinaire des Actionnaires du mercredi 22 avril 2026 ne sera pas atteint, ageas SA/NV organisera les Assemblées Générales Ordinaire et Extraordinaire des Actionnaires (« l’Assemblée ») le mercredi 20 mai 2026 à 10h30. L’Assemblée se tiendra à l’Auditorium d’AG Insurance, AG Campus, Rue du Pont Neuf 17 à 1000 Bruxelles. Les modalités...
Ageas kondigt de Gewone en Buitengewone Algemene Vergaderingen van Aan...
Ageas kondigt de Gewone en Buitengewone Algemene Vergaderingen van Aandeelhouders van ageas SA/NV aan Ageas kondigt de Gewone en Buitengewone Algemene Vergaderingen van Aandeelhouders van ageas SA/NV aan Aangezien het vereiste quorum voor de Buitengewone Algemene Vergadering van Aandeelhouders van woensdag 22 april 2026 niet zal worden bereikt, organiseert ageas SA/NV op woensdag 20 mei 2026 om 10u30 de Gewone en Buitengewone Algemene Vergaderingen van Aandeelhouders (de “Vergadering”). De Vergadering zal plaatsvinden in het Auditorium van AG Insurance, AG Campus, Nieuwbrug 17, te 1000 Br...
- Jason Kalamboussis
Ageas/Time to pause/HOLD (previously Buy)
After a strong set of FY25 results, even excluding for the tax one-off in China, this year is likely to bring the integration of its UK acquisitions (ESURE and SAGA), but also the 25% in AG Insurance (Belgian ops) that is bought from BNP PARIBAS (Not Rated, €91.10) in December 2025, and that should close normally in 2Q26. All these changes are likely to carry some execution risk, notably in the UK if the P&C cycle does not turn. While also we try to model as best we can these new earning streams...
- Jakub Krawczyk
- Jakub Krawczyk
- ING Helpdesk
Benelux Morning Notes
Ageas: FY25 results of CTIH. ASR: Management & Supervisory Board changes. MICC: Preview 1Q26. Ontex: 1Q26 preview - markets remain challenging. Randstad: Preliminary preview 1Q26F results due 22 April. Tessenderlo: 2H25 miss, soft 2026F guidance. Unicredit: Injecting capital into its Belgian Bank
- ING Helpdesk
- Hilde Van Boxstael
- Kristof Samoy
- Livio Luyten
- Thibault Leneeuw
- Thomas Couvreur
- Kristof Samoy
Ekopak Sharing is Multiplying but Uncertainty Persists around Large Pr...
Ekopak's FY25 results, while showing tighter cost discipline, were overshadowed by the withdrawal of the EPICO infrastructure fund from the Waterkracht project—creating the risk of significant operational delays or even full project loss. Although a new partnership with an infrastructure fund is intended to finance large WaaS installations through off balance sheet SPVs, the first joint project award is yet to be announced. With Waterkracht removed from our numbers, valuation remains demanding, ...
- Bruno Cavalier
- Maissa Keskes
- Stephane Houri
- Thomas Zlowodzki
LHN HOLCIM AG
FME FRESENIUS MEDICAL CARE AG
FP TOTAL SE
SGO COMPAGNIE DE SAINT-GOBAIN SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
MC LVMH MOET HENNESSY LOUIS VUITTON SE
LI KLEPIERRE SA
COV COVIVIO SA
GFC GECINA SA
NXI NEXITY SA CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
GYC GRAND CITY PROPERTIES SA
MUV2 MUNICH REINSURANCE COMPANY
MERY MERCIALYS SA
AGS AGEAS SA/NV
NOKIA NOKIA OYJ
EL ESSILORLUXOTTICA SA
INEA FONCIERE INEA
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
BRBY BURBERRY GROUP PLC
KOF KAUFMAN & BROAD SA
KER KERING SA
ALTA ALTAREA SCA
VNA VONOVIA SE
ENI ENI S.P.A.
XIOR XIOR STUDENT HOUSING N.V.
ICAD ICADE SA
01913 PRADA S.P.A.
REP REPSOL SA
BYG BIG YELLOW GROUP PLC
UTG UNITE GROUP PLC
COFB COFINIMMO SA
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
AMS AMADEUS IT GROUP SA CLASS A
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
MONC MONCLER SPA
IRES IRISH RESIDENTIAL PROPERTIES REIT PLC
CPINV CARE PROPERTY INVEST SA
YPSN YPSOMED HOLDING AG
SAFE SAFESTORE HOLDINGS PLC
ARG ARGAN SA
VGP VGP NV
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
BP. BP P.L.C.
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
ARGX ARGEN-X SE
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
IGD IMMOBILIARE GRANDE DISTRIBUZIONE SIIQ S.P.A.
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
RMV RIGHTMOVE PLC
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
ALC ALCON INC.
WDP WAREHOUSES DE PAUW SCA
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
ECMPA EUROCOMMERCIAL PROPERTIES NV
ZGN ERMENEGILDO ZEGNA NV
CTPNV CTP NV
SHEL SHELL PLC
SHUR SHURGARD SELF STORAGE LIMITED
CVC CVC CAPITAL PARTNERS PLC
- Bruno Cavalier
- Maissa Keskes
- Stephane Houri
- Thomas Zlowodzki
FME FRESENIUS MEDICAL CARE AG
FP TOTAL SE
SGO COMPAGNIE DE SAINT-GOBAIN SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
MUV2 MUNICH REINSURANCE COMPANY
AGS AGEAS SA/NV
NOKIA NOKIA OYJ
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
ENI ENI S.P.A.
01913 PRADA S.P.A.
REP REPSOL SA
AMS AMADEUS IT GROUP SA CLASS A
MONC MONCLER SPA
YPSN YPSOMED HOLDING AG
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
MERLIN MERLIN PROPERTIES SOCIMI S.A.
BP. BP P.L.C.
ARGX ARGEN-X SE
RMV RIGHTMOVE PLC
ALC ALCON INC.
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
ZGN ERMENEGILDO ZEGNA NV
SHEL SHELL PLC
CVC CVC CAPITAL PARTNERS PLC
- Guy Sips
- Hilde Van Boxstael
- Kristof Samoy
- Michiel Declercq
- Wim Hoste
- Wim Lewi
- Cor Kluis
- Guy Sips
- Hilde Van Boxstael
- Livio Luyten
- Mathijs Geerts Danau
- Michiel Declercq
- Wim Hoste
- Wim Lewi
- Mathijs Geerts Danau
Sequana Medical Reports 5 centres with alfapump implants since launch
Sequana announces progress in the commercial uptake of the alfapump. We estimate at least 8 implants across 5 hospitals since launch in 2H25. The soft-launch target was 70 implants by end of 1Q26. However, we view this target as challenging to reach. We therefore await FY25 results for greater visibility on definitive sales figures and launch metrics. We reiterate our BUY and € 2.7 TP.
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Kristof Samoy
- Livio Luyten
- Mathijs Geerts Danau
- Wim Hoste
- Wim Lewi
- Konrad Zomer
BVI BUREAU VERITAS SA
DGE DIAGEO PLC
SK SEB SA
ADEN ADECCO GROUP AG
AGS AGEAS SA/NV
NESN NESTLE S.A.
WKL WOLTERS KLUWER NV
EOAN E.ON SE
ELE ENDESA S.A.
FRE FRESENIUS SE & CO. KGAA
HEI HEIDELBERGCEMENT AG
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
EDW EDP RENOVAVEIS SA
MONC MONCLER SPA
TIT TELECOM ITALIA S.P.A.
IBE IBERDROLA SA
LDO LEONARDO SPA
ALC ALCON INC.
BEAN BELIMO HOLDING AG
SDZ SANDOZ GROUP AG
AENA AENA S.M.E. SA
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