reports
- 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(...
[Communiqué de presse] Bouygues Telecom, Free-Groupe iliad et Orange ...
[Communiqué de presse] Bouygues Telecom, Free-Groupe iliad et Orange remettent une offre conjointe non engageante pour l’acquisition d’une grande partie des activités d’Altice en France Communiqué de presse Paris, le 14 octobre 2025 Bouygues Telecom, Free-Groupe iliad et Orange remettent une offre conjointe non engageante pour l’acquisition d’une grande partie des activités d’Altice en France Bouygues Telecom, Free-Groupe iliad et Orange annoncent la remise d'une offre non engageante en vue de l’acquisition d’une grande partie des activités de télécommunications du groupe Altice en F...
- ING Helpdesk
- ING Helpdesk
Benelux Morning Notes
Belgian telcos: Digi launches new mobile offer at €7 per month with 30GB D'Ieteren: Belgium Sept car registration, Febiac cuts 2025 outlook to 405-410k new cars Dutch insurance: Achmea Sixth Steet JV done, new entrant for buyouts for ASR and NN Heijmans: I'm a steamroller baby Prosus: Just Eat Takeaway offer unconditional WDP: €22m investment in Romania
Public announcement in accordance with article 7:97, § 4/1 of the Belg...
Public announcement in accordance with article 7:97, § 4/1 of the Belgian Code of Companies and Associations ("CCA") concerning the signing of a Pledge Agreement and a Letter of Consent and Release with Enodia Public announcement in accordance with article 7:97, § 4/1 of the Belgian Code of Companies and Associations ("CCA") concerning the signing of a Pledge Agreement and a Letter of Consent and Release with Enodia Signing of a Pledge Agreement and a Letter owf Consent and Release with Enodia in connection with the demerger of VOO On 2 June 2023, within the framework of the acquisition o...
Annonce publique conformément à l'article 7:97, § 4/1 du Code des soci...
Annonce publique conformément à l'article 7:97, § 4/1 du Code des sociétés et des associations (« CSA ») concernant la conclusion d’une Convention de Gage et d’une Lettre de Consentement et Mainlevée avec Enodia Annonce publique conformément à l'article 7:97, § 4/1 du Code des sociétés et des associations (« CSA ») concernant la conclusion d’une Convention de Gage et d’une Lettre de Consentement et Mainlevée avec Enodia Conclusion d’une Convention de Gage et d’une Lettre de Consentement et Mainlevée avec Enodia dans le cadre de la scission de VOO Le 2 juin 2023, dans le cadre de l'acquisi...
Openbare aankondiging in overeenstemming met artikel 7:97, § 4/1 van h...
Openbare aankondiging in overeenstemming met artikel 7:97, § 4/1 van het Wetboek van vennootschappen en verenigingen ('WVV') over het afsluiten van een Pandovereenkomst en een Brief van instemming en opheffing met Enodia Openbare aankondiging in overeenstemming met artikel 7:97, § 4/1 van het Wetboek van vennootschappen en verenigingen ('WVV') over het afsluiten van een Pandovereenkomst en een Brief van instemming en opheffing met Enodia Afsluiting van een Pandovereenkomst en een Brief van instemming en opheffing met Enodia in het kader van de splitsing van VOO In het kader van de overnam...
- Haidje Rustau
- ING Helpdesk
Benelux Morning Notes
Belgian telecoms: Telenet increases its fixed internet speed at unchanged price Colruyt: FY25/26F profitability guidance maintained despite market share loss Corbion: Keep Calm and Carry On Fagron: Acquires UCP, adding to its 503A health and wellness offering in California GBL: Planning ahead to deliver on its promise OCI: Limited details on Orascom merger, sales process for Nitrogen Europe ongoing TKH Group: Mixed emotions Wolters Kluwer: Launches UpToDate Expert AI
- Pierre François Merveille
Iliad : Additional thoughts on potential market consolidation in Franc...
We published a Special Comment on Iliad on 3rd September 2023 in the context of Iliad SA’s issuance of € 600m of new unsecured notes due in January 2032 (long 6Y) at a yield of 4.25%. We touched briefly upon Iliad’s solid H1 2025 earnings, the group’s adequate liquidity, and its current Ba3/BB ratings with a positive outlook. In this report, we are adding some thoughts about the capital structure and the impact of a potential consolidation in France, in the light of a new article published by BF...
- Pierre François Merveille
Iliad : Additional thoughts on potential market consolidation in Franc...
We published a Special Comment on Iliad on 3rd September 2023 in the context of Iliad SA’s issuance of € 600m of new unsecured notes due in January 2032 (long 6Y) at a yield of 4.25%. We touched briefly upon Iliad’s solid H1 2025 earnings, the group’s adequate liquidity, and its current Ba3/BB ratings with a positive outlook. In this report, we are adding some thoughts about the capital structure and the impact of a potential consolidation in France, in the light of a new article published by BF...
- ING Helpdesk
Benelux Morning Notes
B&S: Sarabel launches recommended all cash offer; Belgian Telecoms: Digi confirms possible minority stake disposal in Spain; market test for Flanders cooperation agreement due any time; Exor: Great companies outperforming the benchmark; PostNL: Feedback on Capital Markets Day event 2025 - new strategy and ambitions 2028; UCB: Encouraging P2a data for Galvokimig in Atopic Dermatitis; Wolters Kluwer: Accelerating share buyback programme and good start to 2H25
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Jesse Norcross
- Nadège Tillier
- Timothy Rahill
- Jan Frederik Slijkerman
Benelux TMT Credits: How's it going? Where's the value?
These are exciting times in the Benelux TMT markets. In this new Benelux Credit TMT report we discuss the most attractive corporate bonds in the Benelux and wider TMT space and provide insights into the key developments driving the Dutch broadband market. We also discuss recent developments of the names under our coverage: ASML, SES, KPN, Proximus, VodafoneZiggo, Telenet, Wolters Kluwer and RELX. The latter section comes from previously published Flash Notes and have been updated where needed.
- ING Helpdesk
- ING Helpdesk
Benelux Morning Notes
Belgian telcos: Football rights negotiations between DAZN and Proximus resume. Eurocommercial Properties: CMD Feedback. EVS: Adds another small acquisition to its new ‘media robotics' segment. Kinepolis: Paramount Skydance reportedly to bid for Warner Bros. Discovery. Wolters Kluwer: Two CEOs, one strong AI story
- Pierre François Merveille
- Pierre François Merveille
[Communiqué de presse] iliad SA émet avec succès un emprunt obligatair...
[Communiqué de presse] iliad SA émet avec succès un emprunt obligataire de 600 millions d’euros Communiqué de presse Paris, le 2 septembre 2025 iliad SA émet avec succès un emprunt obligataire de 600 millions d’euros iliad SA a placé ce jour avec succès une émission obligataire de 600 millions d'euros. Cet emprunt présente une maturité supérieure à 6 ans et un coupon annuel de 4,25%. Cette transaction initialement lancée pour un montant de 500 millions d’euros avec une indication de prix initiale de 4,75% de ...
- Stephane Beyazian
ETL EUTELSAT COMMUNICATIONS SA
BT.A BT GROUP PLC
SESGL SES SA FDR (CLASS A)
PROX PROXIMUS SA DE DROIT PUBLIC
KPN ROYAL KPN NV
ORA ORANGE SA
TKA TELEKOM AUSTRIA AG
EN BOUYGUES SA
SCMN SWISSCOM AG
UTDI UNITED INTERNET AG
GAMA GAMMA COMMUNICATIONS
HAL HAL TRUST
DTE DEUTSCHE TELEKOM AG
ACKB ACKERMANS & VAN HAAREN NV
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
BC BRUNELLO CUCINELLI S.P.A.
MOB MOBILEZONE HOLDING AG
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
DHER DELIVERY HERO SE
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
SUNN SUNRISE
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