reports
- ING Helpdesk
Benelux Morning Notes
ABN AMRO: Pre-close 4Q: positive read, but with recent CMD, no surprises on guidance / Ahold Delhaize: New US distribution centre to be leased from Blackstone / Kinepolis: Peer Cineplex December 2025 box office revenue at 89% of 2019 level, up 3% YoY / Randstad: Preview 4Q25F results due 11 February; consensus released / Staffing sector: Hays' 2Q26 trading update; miss vs consensus / Zabka: Peer Biedronka FY25 sales.
- Guy Sips
- Jacob Mekhael
- Jacob Mekhael
Onward Medical ARX-EX launch broadens, key ARC-IM data due 2H26 (model...
Onward enters 2026 with increased commercial momentum following FDA clearance for ARC-EX home use in SCI patients in November 2025, which expands access beyond clinics and is expected to accelerate adoption. Meanwhile, the company is advancing its implantable program, with ARC-IM interim data from the pivotal Empower BP trial in SCI patients with blood pressure instability expected in 2H26—an important catalyst that could accelerate development timelines. We roll over our model to 2026, adjustin...
- Guy Sips
Kinepolis Group One Battle After Another
Following weaker-than-expected December 2025 admissions in North America and Europe, we updated our Kinepolis visitor model to reflect a softer 4Q25 and FY25 than originally anticipated. In the US, December Box Office declined -2.3% y/y, resulting in a –6.9% quarter as an overcrowded release slate diluted demand across major titles. This drove FY25 admissions below expectations, despite a 1% y/y increase in Box Office revenue supported by premium pricing. We expect Canada to show the same patter...
Publication relative à une notification de transparence
Publication relative à une notification de transparence Kinepolis Group SACommuniqué de presseInformation réglementée Publication relative à une notification de transparence(article 14, alinéa 1er de la loi du 2 mai 2007 relative à la publicité des participations importantes) 12 janvier 2026, 17h45 Le 8 janvier 2026, Kinepolis Group SA a reçu une notification de transparence de la part de BNP Paribas Asset Management Holding, dont il résulte que, suite à une acquisition de titres conférant le droit de vote par les sociétés qu’elle contrôle, celles-ci possèdent au total 3,16% des droits d...
Publication of a transparency notification
Publication of a transparency notification Kinepolis Group NVPress releaseRegulated information Publication of a transparency notification(Article 14, first paragraph, of the law of 2 May 2007 on disclosure of major holdings) 12 January 2026, 17h45 On 8 January 2026, Kinepolis Group NV has received a transparency notification from BNP Paribas Asset Management Holding, notifying that, following an acquisition of securities with voting rights, the companies that are controlled by it own 3.16% of the voting rights attached to shares of Kinepolis Group NV, and therefore the threshold of 3% h...
Openbaarmaking van een transparantiekennisgeving
Openbaarmaking van een transparantiekennisgeving Kinepolis GroupPersberichtGereglementeerde informatie Openbaarmaking van een transparantiekennisgeving(artikel 14, eerste lid, van de wet van 2 mei 2007 op de openbaarmaking van belangrijke deelnemingen) 12 januari 2026, 17u45 Op 8 januari 2026 heeft Kinepolis Group NV een kennisgeving ontvangen van BNP Paribas Asset Management Holding waaruit blijkt dat de door haar gecontroleerde ondernemingen, door een verwerving van stemrechtverlenende effecten, in totaal 3,16% van de stemrechten van Kinepolis Group NV bezitten en aldus de deelnemingsd...
Publication of a transparency notification
Publication of a transparency notification Kinepolis Group NVPress releaseRegulated information Publication of a transparency notification (Article 14, first paragraph, of the law of 2 May 2007 on disclosure of major holdings) 8 January 2026, 17h45 On 5 January 2026, Kinepolis Group NV has received a transparency notification from BNP Paribas Asset Management Holding, notifying that, following a transfer of securities with voting rights, the companies that are controlled by it own 2.99% of the voting rights attached to shares of Kinepolis Group NV, and therefore the threshold of 3% has ...
Publication relative à une notification de transparence
Publication relative à une notification de transparence Kinepolis Group SACommuniqué de presseInformation réglementée Publication relative à une notification de transparence (article 14, alinéa 1er de la loi du 2 mai 2007 relative à la publicité des participations importantes) 8 janvier 2026, 17h45 Le 5 janvier 2026, Kinepolis Group SA a reçu une notification de transparence de la part de BNP Paribas Asset Management Holding, dont il résulte que, suite à une cession de titres conférant le droit de vote par les sociétés qu’elle contrôle, celles-ci possèdent au total 2,99% des droits de ...
Openbaarmaking van een transparantiekennisgeving
Openbaarmaking van een transparantiekennisgeving Kinepolis GroupPersberichtGereglementeerde informatie Openbaarmaking van een transparantiekennisgeving (artikel 14, eerste lid, van de wet van 2 mei 2007 op de openbaarmaking van belangrijke deelnemingen) 8 januari 2026, 17u45 Op 5 januari 2026 heeft Kinepolis Group NV een kennisgeving ontvangen van BNP Paribas Asset Management Holding waaruit blijkt dat de door haar gecontroleerde ondernemingen, door een overdracht van stemrechtverlenende effecten, in totaal 2,99% van de stemrechten van Kinepolis Group NV bezitten en aldus de deelnemings...
- ING Helpdesk
Benelux Morning Notes
AB InBev: $3bn in the can; Aedifica: €108.5m investments at a 6-7% yield; Kinepolis: December US box office revenue down 2%, France visitors up 1%, Avatar below expectations; TomTom: Starting the year with CES fireworks; WDP: €58m investment in Le Havre and €35m disposal in Liège.
- ING Helpdesk
- ING Helpdesk
- ING Helpdesk
Benelux Morning Notes
Colruyt: Only 5 stores left to divest in France. EVS: Lower end of the range becomes the base case, on longer lead times. Fagron: Two EMEA acquisitions and California license for FSS. Kinepolis: “Wicked” achieves solid box office. OCI: Divesting Rotterdam ammonia terminal for €290m. Prosus: 1HFY26 results – on track
- Jacob Mekhael
Onward Medical Uneventful 3Q25 results, pivotal Empower BP trial to st...
Onward reported its 3Q25 results, which show no major surprises as the company previously announced the sale of 40 devices in the US in a preliminary update. With a cash position of € 77.7m, Onward is funded into 1Q27 assuming no drawdown of its debt facility. In the pipeline, timelines were reiterated and the company continues to expect to initiate the pivotal Empower BP trial of the ARC-IM system in blood pressure instability by YE25, which means interim results could come in 2H26. We reiterat...
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Mathijs Geerts Danau
- Thibault Leneeuw
- Wim Lewi
ONWARD Medical Drives Strong US ARC-EX Adoption and Achieves Important...
ONWARD Medical Drives Strong US ARC-EX Adoption and Achieves Important Scientific and Regulatory Milestones in Q3 2025 EINDHOVEN, the Netherlands, Nov. 24, 2025 (GLOBE NEWSWIRE) -- ONWARD Medical N.V. (Euronext: ONWD – US ADR: ONWRY), the leading neurotechnology company pioneering therapies to restore movement, function, and independence in people with spinal cord injuries (SCI) and other movement disabilities, today announced its results for the third quarter of 2025 and provides a comprehensive business update: Commercial traction: The Company met its objective of 40 ARC-EX® Systems ...
- ING Helpdesk
Benelux Morning Notes
Arcadis: US peer Aecom sets a new standard for EBITDA margin potential. Belgian telecoms: Orange Belgium price increases from January. CFE: Keeps outlook, materially lower QoQ net debt. Flow Traders: Market volumes improve in October. IMCD: Awaiting a recovery. Kinepolis: Launches retail bond issuance for €100-150m. NEPI Rockcastle: Sound operational performance continues. Universal Music Group: EU to warn on Downtown deal
- Guy Sips
- Jacob Mekhael
- Kristof Samoy
- Wim Hoste
- Hilde Van Boxstael
- Jacob Mekhael
- Wim Lewi
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