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Carole Braudeau
  • Carole Braudeau

Morning Crédit 17/02/2026

Rating corporate relevé à B1 par Moody’s|

Carole Braudeau
  • Carole Braudeau

Credit Morning 02/16/2026

Maxeda: bondholders who have joined the framework agreement represent 95% of the 2026 SSN|Bank participating notes (TP) are subject to a change in the law|PBB released weaker-than-anticipated 2025 results and issued warning for 2026-27|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 16/02/2026

Maxeda : les porteurs ayant rejoint l’accord de recapitalisation représentent 95% de l’obligation|Les titres participatifs (TP) bancaires font l’objet d’une modification de loi|PBB a publié 2 semaines en avance des résultats inférieurs aux attentes et un warning pour 2026/27|

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Aedifica: Conference call highlights. Basic-Fit: Belgian VAT increase for culture, sports and takeaway meals postponed. BE Semiconductor Industries: 4Q25 Preview, incremental strength. Kendrion: Preview - Clean into 2026. Magnum Ice Cream Company: Acquisition of Kwality Wall's launched. Retail Estates: Re-letting progress highlights portfolio quality. Semi Equipment: AMAT readthrough strength. Universal Music Group: EU Commission approves UMG's Downtown acquisition, requires full Curve Ro...

Marc Zwartsenburg ... (+2)
  • Marc Zwartsenburg
  • CEFA

ING Benelux Favourites/Weekly performance and valuation update

We update the performance of our ING Benelux Favourites list as well as all valuation and ranking tables for our coverage universe. Performance on the front page is dated from the 28 January 2026, while historical performance is included on the second page. The methodology for our favourites selection is based on a bottom-up approach with a focus on absolute performance with clear near-term triggers. It is a rolling list, ie, stocks can enter/exit whenever we think opportune. The ING Benelux Fav...

Carole Braudeau
  • Carole Braudeau

Credit Morning 02/11/2026

Imerys: French State is investing in the Emili Lithium Project|Downgrade from BB-/negative CW to B/negative outlook by Fitch|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 11/02/2026

Imerys : l’Etat entre au capital du projet EMILI (lithium)|Downgrade de la note de 'BB-' CW négatif à B/outlook négatif par Fitch|

Andreas Riemann
  • Andreas Riemann
Carole Braudeau
  • Carole Braudeau

Credit Morning 02/10/2026

NIH: SNCF ordered to pay € 270m in compensation in the Gare du Nord case|Clarifications from Eramet on the temporary exemption of duty of its CFO|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 10/02/2026

NIH : la SNCF condamnée à verser une indemnité de 270 m EUR dans le dossier de la Gare du Nord|Clarifications d’Eramet sur la dispense d’activité temporaire de son CFO|

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