reports
- Livio Luyten
Brederode Currency headwinds weigh on the private equity portfolio
In 1H25, Brederode's NAV per share declined 4.4% to €135.2 (vs. €141.4 at FY24-end). The decline was driven by a €164.7m loss in the Private Equity portfolio, now valued at €2.7bn. The primary cause was the USD's depreciation of over 14% during the period. With ~66% of the Private Equity portfolio exposed to USD, currency risk remains a concern. The listed securities portfolio partially offset the loss with a €24.9m gain, led by strong performances in electricity and healthcare sectors. Cash flo...
- Guy Sips
- Hilde Van Boxstael
- Livio Luyten
- Michiel Declercq
- Wim Hoste
- Wim Lewi
- ING Helpdesk
Update on intended recommended public offer by KDP for JDE Peet's
Update on intended recommended public offer by KDP for JDE Peet's Burlington, Mass., Frisco, Texas and Amsterdam, the Netherlands, 19 September 2025 – This is a joint press release by Keurig Dr Pepper Inc. (NASDAQ: KDP) (''KDP'') and JDE Peet's N.V. (EURONEXT: JDEP) ("JDE Peet's"). This joint press release is issued pursuant to the provisions of Section 7, paragraph 1 sub a of the Dutch Decree on public takeover bids (Besluit openbare biedingen Wft) (the "Decree") in connection with the intended recommended public offer by KDP for all the issued and outstanding ordinary shares in the ca...
DEME orders Offshore Construction Vessel to strengthen subsea cable in...
DEME orders Offshore Construction Vessel to strengthen subsea cable installation capacity DEME is expanding its fleet with a new Offshore Construction Vessel (OCV), strengthening its subsea cable installation capacity to meet the evolving global offshore wind market. Designed for versatility, the vessel will be capable of executing trenching, burial, and cable-laying operations, complementing DEME’s existing cable installation vessels, Living Stone and Viking Neptun. Attachment
DEME bestelt offshore constructieschip om kabelinstallatiecapaciteit t...
DEME bestelt offshore constructieschip om kabelinstallatiecapaciteit te versterken DEME breidt zijn vloot uit met een nieuw offshore constructieschip (Offshore Construction Vessel - OCV) om de capaciteit voor de installatie van onderzeese kabels te vergroten en in te spelen op de dynamische wereldwijde offshore windmarkt. Het multifunctionele schip zal worden ingezet voor trenching, ingraven van kabels en kabellegwerkzaamheden en vormt een aanvulling op DEME’s bestaande kabelinstallatieschepen Living Stone en Viking Neptun. Bijlage
- Guy Sips
- Mathijs Geerts Danau
- Michiel Declercq
- Wim Hoste
DEME signs contract to reinforce the Lekdijk in the Netherlands
DEME signs contract to reinforce the Lekdijk in the Netherlands DEME has signed a contract for reinforcement of the Lekdijk in the Netherlands. For this project, DEME is working together with Heijmans and GMB in the Lekensemble consortium to reinforce the dike between Wijk bij Duurstede and Amerongen (WAM). Commissioned by Hoogheemraadschap De Stichtse Rijnlanden, this vital project is part of the Dutch Flood Protection Program and aims to safeguard hundreds of thousands of residents from high water. Attachment
DEME tekent contract voor versterking van de Lekdijk in Nederland
DEME tekent contract voor versterking van de Lekdijk in Nederland DEME heeft een contract getekend voor de versterking van de Lekdijk in Nederland. Voor dit project werkt DEME samen met Heijmans en GMB binnen het consortium Lekensemble om de dijk tussen Wijk bij Duurstede en Amerongen (WAM) te versterken. In opdracht van Hoogheemraadschap De Stichtse Rijnlanden maakt dit essentiële project deel uit van het Hoogwaterbeschermingsprogramma, met als doel honderdduizenden inwoners te beschermen tegen hoogwater. Bijlage
Daimler Truck : Sustainability Weekly 8 - 12 September 2025
Last week, we published a report in which we propose ideas on the theme of sustainable sovereignty. Technip Energies signed an agreement to acquire the Advanced Materials & Catalysts business of Ecovyst Inc, a global leader in specialty catalysts and advanced materials. The IEA is expected to reintroduce its slow transition scenario, ‘Current Policies’, in its next World Energy Outlook, probably under pressure from the Trump administration. German Chancellor Merz has hinted at a slowdown in the ...
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
FP TOTAL SE
ENX EURONEXT NV
VIE VEOLIA ENVIRONNEMENT SA
SGO COMPAGNIE DE SAINT-GOBAIN SA
EDEN EDENRED SA
TKA THYSSENKRUPP AG
DG VINCI SA
MT ARCELORMITTAL SA
NK IMERYS SA
BN DANONE SA
SU SCHNEIDER ELECTRIC SE
RNO RENAULT SA
G1A GEA GROUP AG
APAML APERAM SA
HO THALES SA
FGR EIFFAGE SA
DAI DAIMLER AG
LONN LONZA GROUP AG
KOF KAUFMAN & BROAD SA
SDF K+S AG
RWE RWE AG
SOLB SOLVAY SA
NEX NEXANS SA
ERA ERAMET SA
CAP CAPGEMINI SE
ENEL ENEL SPA
WPP WPP PLC
RY4C RYANAIR HOLDINGS PLC
SOI SOITEC SA
ERG ERG S.P.A.
ANA ACCIONA SA
ELI ELIA GROUP SA/NV
IBE IBERDROLA SA
LDO LEONARDO SPA
BHP BHP GROUP LTD
ASML ASML HOLDING NV
STLA STELLANTIS N.V.
TE TECHNIP ENERGIES NV
ALAFY AFYREN
OVH OVH GROUPE
DTG DAIMLER TRUCK
DSFIR KONINKLIJKE DSM N.V.
NOVO B NOVO NORDISK A/S
EXENS EXOSENS
AAL ANGLO AMERICAN PLC
- Hilde Van Boxstael
- Wim Lewi
JDE Peet’s transfers shares to participants under its employee incenti...
JDE Peet’s transfers shares to participants under its employee incentive plans PRESS RELEASEAmsterdam, September 15, 2025 This is a press release by JDE Peet’s N.V. (JDE Peet’s or the Company) pursuant to the provisions of section 5, paragraph 4 of the Dutch Decree on Public Takeover Bids (Besluit openbare biedingen Wft) in connection with the recommended public offer by Keurig Dr Pepper, Inc. (the Offeror) for all the issued and outstanding shares in the capital of JDE Peet’s (the Offer). This press release does not constitute an offer, or any solicitation of any offer, to buy or subscr...
Daimler Truck : Sustainability Weekly 8 – 12 septembre 2025
La semaine passée, nous avons publié une étude où nous proposons des idées pour la thématique de la souveraineté durable. Technip a signé un accord en vue d'acquérir l'activité Advanced Materials & Catalysts d'Ecovyst Inc, leader mondial des catalyseurs spéciaux et des matériaux avancés. L'AIE devrait réintroduire son scénario de transition lente « Current Policies » dans son prochain World Energy Outlook, probablement sous la pression de l'administration Trump. Le chancelier allemand Merz a lai...
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
FP TOTAL SE
ENX EURONEXT NV
VIE VEOLIA ENVIRONNEMENT SA
SGO COMPAGNIE DE SAINT-GOBAIN SA
EDEN EDENRED SA
TKA THYSSENKRUPP AG
DG VINCI SA
MT ARCELORMITTAL SA
NK IMERYS SA
BN DANONE SA
SU SCHNEIDER ELECTRIC SE
RNO RENAULT SA
G1A GEA GROUP AG
APAML APERAM SA
HO THALES SA
FGR EIFFAGE SA
DAI DAIMLER AG
LONN LONZA GROUP AG
KOF KAUFMAN & BROAD SA
SDF K+S AG
RWE RWE AG
SOLB SOLVAY SA
NEX NEXANS SA
ERA ERAMET SA
CAP CAPGEMINI SE
ENEL ENEL SPA
WPP WPP PLC
RY4C RYANAIR HOLDINGS PLC
SOI SOITEC SA
ERG ERG S.P.A.
ANA ACCIONA SA
ELI ELIA GROUP SA/NV
IBE IBERDROLA SA
LDO LEONARDO SPA
BHP BHP GROUP LTD
ASML ASML HOLDING NV
STLA STELLANTIS N.V.
TE TECHNIP ENERGIES NV
ALAFY AFYREN
OVH OVH GROUPE
DTG DAIMLER TRUCK
DSFIR KONINKLIJKE DSM N.V.
NOVO B NOVO NORDISK A/S
EXENS EXOSENS
AAL ANGLO AMERICAN PLC
- Wim Lewi
Warehouses De Pauw WDP on the minibus to join the AEX
WDP has been selected to enter the AEX as it is set to expand from 25 to 30 constituents starting on 22nd September. We published on the highly likelihood of its inclusion on 26/8. This marks a significant change since its last expansion in 1994. The other 4 names that rank highest : CVC, JDE Peet, Inpost and and Just Eat. The latter is under offer from Prosus. Also JDE Peet is now under offer. About 1.5bn is invested in AEX-ETF's. The impact is estimated to 1-2 day volume for new entrants, but ...
- Livio Luyten
- Lynn Hautekeete
- Wim Lewi
DEME launches liquidity program
DEME launches liquidity program DEME Group NV today announced the launch of a liquidity program designed to enhance the trading liquidity of its shares, reduce volatility, and improve overall market access and flexibility. The program will be managed by KBC Securities, acting as independent intermediary, and will be conducted in compliance with all applicable rules and regulations. The liquidity program will commence on September 15, 2025. “We are pleased to launch this program, which reflects our commitment to ensuring efficient trading conditions and supporting our shareholder base,” sa...
DEME lanceert liquiditeitsprogramma
DEME lanceert liquiditeitsprogramma DEME Group NV maakt vandaag bekend dat het een liquiditeitsprogramma lanceert om de verhandelbaarheid van zijn aandelen te verbeteren, en zo de volatiliteit te verminderen en de drempel naar een meer toegankelijke markt te verlagen. Het programma zal worden beheerd door KBC Securities, die optreedt als onafhankelijke tussenpersoon, en zal worden uitgevoerd in overeenstemming met alle toepasselijke regels en voorschriften. Het liquiditeitsprogramma gaat van start op 15 september 2025. “We zijn verheugd dit programma te lanceren met het oog op een meer ef...
- ING Helpdesk
Benelux Morning Notes
Ageas: Highlights ING Benelux Conference London. Alfen: Highlights from ING Benelux Conference London. Arcadis: Highlights ING Benelux Conference London. ASR: Highlights ING Benelux Conference London. BAM: Highlights ING Benelux Conference London. Basic-Fit: Highlights ING Benelux Conference London. CTP: Highlights from ING Benelux Conference London. DEME Group: Highlights ING Benelux Conference London. Fugro: Highlights ING Benelux Conference London. Heijmans: Highlights ING Bene...
SBMO SBM OFFSHORE NV
AGS AGEAS SA/NV
RAND RANDSTAD NV
PNL POSTNL NV
BAMNB KONINKLIJKE BAM GROEP NV
LOTB LOTUS BAKERIES NV
HEIJM HEIJMANS N.V. CERT
ARCAD
ARCADIS NV
ASRNL ROYAL VOPAK NV
TWEKA ASR NEDERLAND NV
ALFEN TKH GROUP N.V. CERT
FUR ALFEN NV
CTPNV FUGRO NV
DEME CTP NV
DEME GROUP NV
- Hilde Van Boxstael
- Kristof Samoy
- Livio Luyten
- Lynn Hautekeete
- Michiel Declercq
- Thomas Couvreur
EnergyVision 1H25 Results: Successful start amid market challenges
EnergyVision's 1H results were in line with our expectations. Overall EBITDA came in at €15.2m, up 47% YoY. This is short of our expected €38m for FY25, but the company confirmed the mid-term outlook of the prospectus. For 2H25, higher valorization of energy flows are expected as the model picks up speed (€2.7m 1H25 vs €0.4m 1H24). The core ABE business' REBITDA was up 70% at €10.8m, on track beating our FY25 €21.1m target. Also note that the radiation was exceptionally low in January-March, and...
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