The current context heralds a new period of uncertainty, but this will not undermine the growth cycle for utilities, marked by price normalisation, accelerating demand and the increasing complexity of the electricity system, due to the intermittency of renewables, congestion and the need for flexibility. In this context, selectivity is key, between players seeking profitable growth internationally and those waiting on their domestic market. We maintain our sector hierarchy in favour of earnings ...
Le contexte actuel ouvre une nouvelle période d’incertitude mais qui ne remettra pas en cause le cycle de croissance des Utilities, marqué par la normalisation des prix, l’accélération de la demande et la complexification accrue du système électrique, en raison de l’intermittence des renouvelables, des congestions et du besoin de flexibilité. Dans ce contexte, la sélectivité est déterminante, entre les acteurs qui cherchent la croissance rentable à l’international et ceux qui patientent sur leur...
KBC Group: Publication of transparancy notification(s) received by KBC Group NV (Art. 14, 1st section of the Act of 2 May 2007 concerning the disclosure of significant participations) Summary of the notification(s) KBC Group NV has received an updated transparency notification on 27 February 2026, which states that Fidelity Management & Research Company LLC has a stake of 3.00% in KBC Group (total voting rights and equivalent financial instruments). Consequently, the total stake of FMR LLC (group) in KBC Group now amounts to 4.66%. Content of the notification(s) The notification(s) c...
KBC Groep: Openbaarmaking van transparantiekennisgeving(en) ontvangen door KBC Group NV (Artikel 14, eerste lid van de wet van 2 mei 2007 op de openbaarmaking van belangrijke deelnemingen) Samenvatting van de kennisgeving(en) KBC Groep NV ontving op 27 februari 2026 een geactualiseerde transparantiekennisgeving, waaruit blijkt dat Fidelity Management & Research Company LLC een aandeel in KBC Groep NV heeft van 3,00% (‘totaal stemrechten en equivalente instrumenten’). Hierdoor komt het totale aandeel van FMR LLC (groep) in KBC Groep NV op 4.66%. Inhoud van de kennisgeving(en) Die kenni...
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