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- ING Helpdesk
Benelux Morning Notes
ASM: 2Q25 Preview, AI winner BE Semiconductor Industries: 2Q25 Preview, focus on advanced order intake CM.com: Preview 1H25 D'Ieteren: Belron $4.655bn TBL repriced 25bp lower PostNL: Preview 2Q25F; consensus released Wolters Kluwer: To divest Finance, Risk and Regulatory Reporting unit
- Adrian Pehl
- Klaus Ringel
LHA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
RNO RENAULT SA
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
SCMN SWISSCOM AG
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
REE RED ELECTRICA CORP. SA
WIZZ WIZZ AIR HOLDINGS PLC
EZJ EASYJET PLC
RY4C RYANAIR HOLDINGS PLC
PRY PRYSMIAN S.P.A.
MOB MOBILEZONE HOLDING AG
RIO RIO TINTO PLC
ASML ASML HOLDING NV
JDEP JDE PEET'S NV
ACLN ACCELLERON INDUSTRIES LTD
AF AIR FRANCE - KLM
SUNN SUNRISE
- Luis de Toledo Heras
SCR SCOR SE
SCMN SWISSCOM AG
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
BAMNB KONINKLIJKE BAM GROEP NV
WIZZ WIZZ AIR HOLDINGS PLC
EZJ EASYJET PLC
RY4C RYANAIR HOLDINGS PLC
SIX2 SIXT SE
DLG DE'LONGHI S.P.A.
ONTEX ONTEX GROUP N.V.
ENG ENAGAS SA
FLU FLUGHAFEN WIEN AG
MOB MOBILEZONE HOLDING AG
VOS VOSSLOH AG
NSI NSI N.V.
BAR BARCO NV
AF AIR FRANCE - KLM
R3NK RENK GROUP AG
SUNN SUNRISE
- Adrian Pehl
- Klaus Ringel
LHA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
RNO RENAULT SA
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
SCMN SWISSCOM AG
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
REE RED ELECTRICA CORP. SA
WIZZ WIZZ AIR HOLDINGS PLC
EZJ EASYJET PLC
RY4C RYANAIR HOLDINGS PLC
PRY PRYSMIAN S.P.A.
MOB MOBILEZONE HOLDING AG
RIO RIO TINTO PLC
ASML ASML HOLDING NV
JDEP JDE PEET'S NV
ACLN ACCELLERON INDUSTRIES LTD
AF AIR FRANCE - KLM
SUNN SUNRISE
- Luis de Toledo Heras
SCR SCOR SE
SCMN SWISSCOM AG
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
BAMNB KONINKLIJKE BAM GROEP NV
WIZZ WIZZ AIR HOLDINGS PLC
EZJ EASYJET PLC
RY4C RYANAIR HOLDINGS PLC
SIX2 SIXT SE
DLG DE'LONGHI S.P.A.
ONTEX ONTEX GROUP N.V.
ENG ENAGAS SA
FLU FLUGHAFEN WIEN AG
MOB MOBILEZONE HOLDING AG
VOS VOSSLOH AG
NSI NSI N.V.
BAR BARCO NV
AF AIR FRANCE - KLM
R3NK RENK GROUP AG
SUNN SUNRISE
- Olfa Taamallah
- Yan Derocles
- Olfa Taamallah
- Yan Derocles
- Carole Braudeau
- Carole Braudeau
- Hilde Van Boxstael
- Michiel Declercq
- Thibault Leneeuw
- Wim Hoste
- Research Team
WOOD Daily: ASELS TI; RO Macro; WIZZ LN; PEO PW; GPP PW; LAMDA GA; MON...
HEADLINES: • Aselsan: to tap DIRCM market POSITIVE • Romania macro: Government survives vote of no confidence, as expected • Wizz Air: to exit Abu Dhabi by the end of the summer • Bank Pekao: to book PLN 417m of extra provisions related to various legal risks in 2Q25E NEUTRAL • Grupa Pracuj: new job ads on Pracuj.pl at 395,000 in 1H25, flat yoy NEUTRAL • Lamda Development: completes early repayment of EUR 230m retail bond NEUTRAL • MONETA Money Bank: 2Q25E preview (due on 24 July) • Bank Millenn...
- Thibault Leneeuw
Moore's law meets Schrodinger's cat Update on the semiconductor market
In this note we look back at developments within the Semi Industry, such as the shift to accelerated compute, the memory wall and memory developments. Single-thread performance slows due to physical limits marking the end of Moore's Law. But multi-thread performance and parallelism keep Moore's Law alive, shifting innovation toward bandwidth, accelerators, and advanced packaging. Furthermore, we provide an update on the Semi Market. Our analysis shows that End markets weakened not only in EUR bu...
Ageas reports on the progress of share buy-back programme
Ageas reports on the progress of share buy-back programme Further to the initiation of the share buy-back programme announced on 28 August 2024, Ageas reports the purchase of 72,835 Ageas shares in the period from 07-07-2025 until 11-07-2025. DateNumber ofSharesTotal amount(EUR)Average price(EUR)Lowest price(EUR)Highest price(EUR)07-07-202514,394818,44456.8656.6557.1008-07-202518,4171,040,90456.5256.1557.1009-07-202519,4131,099,53456.6456.3056.8510-07-202514,424815,63256.5556.3056.9511-07-20256,187348,73056.3756.2056.55Total72,8354,123,24456.6156.1557.10 Since the start of the share buy-b...
Rapport d’Ageas sur le programme de rachat d’actions
Rapport d’Ageas sur le programme de rachat d’actions Dans le cadre du programme de rachat d’actions annoncé le 28 août 2024, Ageas indique que 72.835 actions Ageas ont été achetées durant la période du 07-07-2025 au 11-07-2025. DateNombred’actionsMontant total(EUR)Cours moyen(EUR)Cours le plus bas (EUR)Cours le plus élevé (EUR)07-07-202514.394818.44456,8656,6557,1008-07-202518.4171.040.90456,5256,1557,1009-07-202519.4131.099.53456,6456,3056,8510-07-202514.424815.63256,5556,3056,9511-07-20256.187348.73056,3756,2056,55Total72.8354.123.24456,6156,1557,10 Depuis le lancement du programme de rac...
Ageas rapporteert over de inkoop van eigen aandelen
Ageas rapporteert over de inkoop van eigen aandelen Naar aanleiding van het aandelen-inkoopprogramma dat op 28 augustus 2024 aangekondigd werd, maakt Ageas bekend dat er 72.835 eigen aandelen ingekocht werden tussen 07-07-2025 en 11-07-2025. DatumAantalaandelenTotaal Bedrag(EUR)Gemiddelde koers(EUR)Laagste koers(EUR)Hoogste koers(EUR)07-07-202514.394818.44456,8656,6557,1008-07-202518.4171.040.90456,5256,1557,1009-07-202519.4131.099.53456,6456,3056,8510-07-202514.424815.63256,5556,3056,9511-07-20256.187348.73056,3756,2056,55Totaal72.8354.123.24456,6156,1557,10 Vanaf de start van het aandelen...
Ageas and BlackRock, Inc.: Transparency notification
Ageas and BlackRock, Inc.: Transparency notification In accordance with the rules on financial transparency*, BlackRock, Inc. has notified Ageas on 3 July 2025 that, on 1 July 2025, its interest has exceeded the legal threshold of 5% of the shares issued by Ageas. Its current shareholding stands at 7,78%. Reason for the notificationAcquisition or disposal of the control of an undertaking that holds a participating interest in an issuer Notification byA parent undertaking or a controlling person Persons subject to the notification requirementSee annex 1a Date on which the threshold is cr...
Ageas et BlackRock, Inc : Notification de transparence
Ageas et BlackRock, Inc : Notification de transparence Conformément aux règles de transparence financière*, BlackRock,Inc. a introduit le 3 juillet 2025 une notification annonçant que, le 1er juillet 2025 sa participation a franchi, à la hausse, le seuil légal de 5% des actions émises par Ageas et atteint ainsi 7,78%. Motif de la notificationAcquisition ou cession du contrôle d'une entreprise qui détient une participation dans un émetteur Notification parUne entreprise mère ou une personne détenant le contrôle Personne(s) tenue(s) à notificationVoir annexe 1a. Date de dépassement du seu...
Ageas en BlackRock, Inc.: Transparantiekennisgeving
Ageas en BlackRock, Inc.: Transparantiekennisgeving BlackRock, Inc. informeerde Ageas op 3 juli 2025, overeenkomstig de financiële transparantievereisten*, dat zijn belang op 1 juli 2025 de wettelijke drempel van 5% van de door Ageas uitgegeven aandelen heeft overschreden en nu 7,78% bedraagt. Reden van de kennisgevingVerwerving of overdracht van de controle over een onderneming die een deelneming houdt in een emittent Kennisgeving doorEen moederonderneming of een controlerende persoon Kennisgevingsplichtige perso(o)n(en)Zie bijlage 1a. Datum van drempeloverschrijding1 juli 2025 Oversc...
Ageas reports on the progress of share buy-back programme
Ageas reports on the progress of share buy-back programme Further to the initiation of the share buy-back programme announced on 28 August 2024, Ageas reports the purchase of 83,094 Ageas shares in the period from 30-06-2025 until 04-07-2025. DateNumber ofSharesTotal amount(EUR)Average price(EUR)Lowest price(EUR)Highest price(EUR)30-06-202511,988686,53357.2757.1057.6001-07-202519,3801,108,61757.2056.9557.6002-07-202520,8171,181,19656.7456.5557.4503-07-202516,585939,47756.6556.5056.9004-07-202514,324813,18156.7756.6056.85Total83,0944,729,00356.9156.5057.60 Since the start of the share buy-ba...
Rapport d’Ageas sur le programme de rachat d’actions
Rapport d’Ageas sur le programme de rachat d’actions Dans le cadre du programme de rachat d’actions annoncé le 28 août 2024, Ageas indique que 83.094 actions Ageas ont été achetées durant la période du 30-06-2025 au 04-07-2025. DateNombred’actionsMontant total(EUR)Cours moyen(EUR)Cours le plus bas (EUR)Cours le plus élevé (EUR)30-06-202511.988686.53357,2757,1057,6001-07-202519.3801.108.61757,2056,9557,6002-07-202520.8171.181.19656,7456,5557,4503-07-202516.585939.47756,6556,5056,9004-07-202514.324813.18156,7756,6056,85Total83.0944.729.00356,9156,5057,60 Depuis le lancement du programme de ra...
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