reports
- Robert Jan Vos
- Usama Tariq
- Carole Braudeau
- Roy Külter
- Steven Boumans
OUT1V OUTOKUMPU OYJ
TYRES NOKIAN RENKAAT OYJ
FAGR FAGRON SA
LSS LECTRA SA
ERA ERAMET SA
KWS KWS SAAT SE & CO KGAA
TIETO TIETOEVRY OYJ
DOC DO & CO AKTIENGESELLSCHAFT
COK CANCOM SE
MONT MONTEA SCA
KENDR KENDRION NV
ONTEX ONTEX GROUP N.V.
FLU FLUGHAFEN WIEN AG
ECONT ECONOCOM GROUP SE CLASS D
BFSA BEFESA SA
PWG PRODWAYS GROUP SA
CLA CLARANOVA SE
AERO MONTANA AEROSPACE AG
VT5 VT5 ACQUISITION COMPANY AG
FLOW FLOW TRADERS LTD
- Roy Külter
- Steven Boumans
OUT1V OUTOKUMPU OYJ
TYRES NOKIAN RENKAAT OYJ
FAGR FAGRON SA
LSS LECTRA SA
ERA ERAMET SA
KWS KWS SAAT SE & CO KGAA
TIETO TIETOEVRY OYJ
DOC DO & CO AKTIENGESELLSCHAFT
COK CANCOM SE
MONT MONTEA SCA
KENDR KENDRION NV
ONTEX ONTEX GROUP N.V.
FLU FLUGHAFEN WIEN AG
ECONT ECONOCOM GROUP SE CLASS D
BFSA BEFESA SA
PWG PRODWAYS GROUP SA
CLA CLARANOVA SE
AERO MONTANA AEROSPACE AG
VT5 VT5 ACQUISITION COMPANY AG
FLOW FLOW TRADERS LTD
- Carole Braudeau
- ING Helpdesk
Benelux Morning Notes
Company comments AB InBev: Little to disappoint Adyen: 2H25 results – mixed results, soft guidance CVC Capital Partners: Executing well dsm-firmenich: Messy results Fagron: Beat on all lines, confident FY26 outlook to drive c.5% consensus EBITDA upgrade Flow Traders: EMEA saves the day KBC: Good results, opening up “jaws” further to 2028 Kinepolis: Canadian peer Cineplex 4Q25 results below consensus, January 2026 box office revenue up MICC: FX headwind leads to a 50bp margin miss in FY25 Montea:...
ULVR UNILEVER PLC
KBC KBC GROUP N.V.
FAGR FAGRON SA
MONT MONTEA SCA
ONTEX ONTEX GROUP N.V.
KIN KINEPOLIS GROUP NV
NN NN GROUP N.V.
ABI ANHEUSER-BUSCH INBEV SA/NV
ADYEN ADYEN NV
WDP WAREHOUSES DE PAUW SCA
FLOW FLOW TRADERS LTD
DSFIR KONINKLIJKE DSM N.V.
CVC CVC CAPITAL PARTNERS PLC
MICC MAGNUM ICE CREAM COMPANY N.V. (THE)
- Hilde Van Boxstael
- Kristof Samoy
- Lynn Hautekeete
- Michiel Declercq
- Thibault Leneeuw
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
- Thibault Leneeuw
Fagron Solid FY25 Performance with Broad Based Momentum
Fagron delivered a solid FY25 performance, with revenue coming in 1% above CSS expectations, mainly supported by betterthanexpected growth in North America. REBITDA reached €193m, coming in 1.6% above CSS expectations, as all regions reported slightly higher margins than anticipated. Regionally, EMEA posted the strongest overall growth, driven by acquisitions, while North America and LatAm delivered DD organic growth at CER. For FY26, Fagron expects M to HSD organic growth at CER and a modest im...
Fagron continues its outstanding performance in FY 2025 with 9.2% topl...
Fagron continues its outstanding performance in FY 2025 with 9.2% topline growth and 10.9% increase in REBITDA Regulated informationNazareth (Belgium)/Rotterdam (The Netherlands), 12 February 2026 – 7AM CET Fagron continues its outstanding performance in FY 2025 with 9.2% topline growth and 10.9% increase in REBITDA Fagron, the leading global player in pharmaceutical compounding, today publishes its full year results for the period ending 31 December 2025. Key Highlights Strong revenue growth with 9.2% reported growth (12.9% at CER1) to reach €952.2 million, ahead of guidance and supp...
Fagron behoudt uitstekende prestaties in boekjaar 2025 met 9,2% omzetg...
Fagron behoudt uitstekende prestaties in boekjaar 2025 met 9,2% omzetgroei en een stijging van de REBITDA met 10,9% Gereglementeerde informatie Nazareth (België)/Rotterdam (Nederland), 12 februari 2026 – 7:00 AM CET Fagron behoudt uitstekende prestaties in boekjaar 2025 met 9,2% omzetgroei en een stijging van de REBITDA met 10,9% Fagron, de toonaangevende wereldwijde speler in farmaceutische bereidingen, publiceert vandaag haar jaarresultaten voor de periode eindigend op 31 december 2025. Belangrijkste hoogtepunten Sterke omzetgroei met een gerapporteerde stijging van 9,2% (12,9% tege...
- ING Helpdesk
Benelux Morning Notes
ABN Amro: Miss but strong capital, good set of results / Ahold Delhaize: Strong 4Q25 but no major surprise on FY26 adj. EPS guidance / Alfen: No recovery yet and another transitional year / BAM Group: Preview: 2026 outlook the key item / Econocom: Better REBITA, net debt, but EBIT below, much lower net profit, dividend halved, 2026-28 guidance postponed to “medium term” / Exor: Ferrari 4Q25 and 2026 guidance beat / Gecina: Results and guidance in line, DPS set to grow over 2026-30 / Heineken: No...
- Stijn Demeester
Fagron/Compounding organic growth and accretive M&A/BUY
We raise our target price for Fagron from €25.5 to €27.0 ahead of its FY25 results on 12 February. We reiterate our BUY recommendation as the shares continue to offer a compelling combination of organic growth (2018-25F CAGR 8%, 2025-30F target HSD% to LDD%) and active and accretive M&A, in our view.
- Hilde Van Boxstael
- Jacob Mekhael
- Kristof Samoy
- Mathijs Geerts Danau
- Wim Lewi
Fagron obtains regulatory clearance for the acquisition of Vepakum in ...
Fagron obtains regulatory clearance for the acquisition of Vepakum in Brazil and completes the acquisition of Magilab in Hungary Regulated information - inside informationNazareth (Belgium)/Rotterdam (The Netherlands), 5 February 2026 Fagron obtains regulatory clearance for the acquisition of Vepakum in Brazil and completes the acquisition of Magilab in Hungary Additionally, the completion of Vepakum is expected to take place shortly. Following these milestones, Injeplast and Amber remain subject to closing, together with Vepakum. Vepakum Vepakum operates two facilities in São Paulo, ...
Fagron verkrijgt goedkeuring van lokale autoriteiten voor de overname ...
Fagron verkrijgt goedkeuring van lokale autoriteiten voor de overname van Vepakum in Brazilië en rondt de overname van Magilab in Hongarije af Gereglementeerde informatie - voorwetenschapNazareth (België)/Rotterdam (Nederland), 5 februari 2026 – 7:00 AM CET Fagron verkrijgt goedkeuring van lokale autoriteiten voor de overname van Vepakum in Brazilië en rondt de overname van Magilab in Hongarije af Daarnaast wordt verwacht dat de overname van Vepakum op korte termijn zal worden afgerond. Na deze mijlpalen blijven Injeplast en Amber, samen met Vepakum, onderhevig aan afronding. Vepakum V...
Tirage de 90 Obligations Convertibles en Actions Nouvelles et/ou Exist...
Tirage de 90 Obligations Convertibles en Actions Nouvelles et/ou Existantes (OCEANE) dans le cadre du financement obligataire d’un montant nominal maximal de 4,8 millions d’euros Vitry-le-François, France – 2 février 2026 à 18h00 (CET) Avertissement :Haffner Energy a mis en place ce financement sous forme d’OCEANE avec BSA attachés, le cas échéant, avec la société Hanover Square Investments 1 (« HSI 1 »), société du groupe Alpha Blue Ocean. HSI 1, après avoir reçu les actions issues de la conversion ou de l’exercice des OCEANE-BSA, n’a pas vocation à rester actionnaire de la Société.Les ac...
Fnac Darty: Number of shares and voting rights as of January, 31 2026
Fnac Darty: Number of shares and voting rights as of January, 31 2026 Ivry-sur-Seine – France, February 2, 2026 Regulated information INFORMATION ON THE TOTAL NUMBER OF SHARES AND VOTING RIGHTS Statement in compliance with article L. 233-8 II of the French commercial code and article 223- 16 of the General Regulation of the French Financial Markets Authority (AMF – Autorité des marchés financiers) Stock MarketEuronext ParisISIN CodeFR0011476928Date Total number of shares composing the share capital of the companyTotal number of gross voting rights Total number of net voting rights (*)Ja...
Fnac Darty : Nombre d'actions et droits de vote au 31 janvier 2026
Fnac Darty : Nombre d'actions et droits de vote au 31 janvier 2026 Ivry-sur-Seine, le 2 février 2026 Information réglementée PUBLICATION DU NOMBRE TOTAL D’ACTIONSET DE DROITS DE VOTE COMPOSANT LE CAPITAL Publication prévue par l’article L. 233-8 II du code de commerce et l’article 223-16 du règlement général de l’Autorité des marchés financiers Place de cotationEuronext ParisCode ISINFR0011476928 Date d’arrêt desInformations Nombre total d’actionsComposant le capital Nombre total de droits de vote brut Nombre total de droits de vote net (*)31/01/202629 682 14629 682 14629 107 842 (*) Net...
- Bruno Cavalier
- Jean-François Granjon
- Martial Descoutures
IPN IPSEN SA
CRI CHARGEURS SA
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
KORI KORIAN SA
MERY MERCIALYS SA
EL ESSILORLUXOTTICA SA
INEA FONCIERE INEA
BLC BASTIDE LE CONFORT MEDICAL SA
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
BRBY BURBERRY GROUP PLC
VIRP VIRBAC SA
VETO VETOQUINOL SA
VLS VALNEVA SE
LNA LNA SANTE SA
KOF KAUFMAN & BROAD SA
GBT GUERBET SA
KER KERING SA
ALTA ALTAREA SCA
VNA VONOVIA SE
XIOR XIOR STUDENT HOUSING N.V.
BAMNB KONINKLIJKE BAM GROEP NV
ERA ERAMET SA
ICAD ICADE SA
01913 PRADA S.P.A.
BYG BIG YELLOW GROUP PLC
UTG UNITE GROUP PLC
COFB COFINIMMO SA
TIETO TIETOEVRY OYJ
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
CCC CCC SA
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
FDR FLUIDRA S.A.
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
MONC MONCLER SPA
IRES IRISH RESIDENTIAL PROPERTIES REIT PLC
CPINV CARE PROPERTY INVEST SA
SSO SCATEC ASA
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.
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
BIM BIOMERIEUX SA
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
WDP WAREHOUSES DE PAUW SCA
MRX MISTER SPEX SE
ECMPA EUROCOMMERCIAL PROPERTIES NV
ZGN ERMENEGILDO ZEGNA NV
CTPNV CTP NV
EAPI EUROAPI
SHUR SHURGARD SELF STORAGE LIMITED
ORP ORPEA
- Bruno Cavalier
- Jean-François Granjon
- Martial Descoutures
IPN IPSEN SA
CRI CHARGEURS SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
KORI KORIAN SA
EL ESSILORLUXOTTICA SA
BLC BASTIDE LE CONFORT MEDICAL SA
BRBY BURBERRY GROUP PLC
VIRP VIRBAC SA
VETO VETOQUINOL SA
VLS VALNEVA SE
LNA LNA SANTE SA
GBT GUERBET SA
KER KERING SA
BAMNB KONINKLIJKE BAM GROEP NV
ERA ERAMET SA
01913 PRADA S.P.A.
TIETO TIETOEVRY OYJ
CCC CCC SA
FDR FLUIDRA S.A.
MONC MONCLER SPA
SSO SCATEC ASA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
BIM BIOMERIEUX SA
MRX MISTER SPEX SE
ZGN ERMENEGILDO ZEGNA NV
EAPI EUROAPI
ORP ORPEA
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