reports
- ING Helpdesk
Benelux Morning Notes
Belfius: strategy 2030 vs FY25 results: acceleration to +5% CAGR. dsm-firmenich: Givaudan 1Q26 trading update. D'Ieteren: Carglass's exclusive mobile ADAS calibration launch in France. EVS: €5m share buy-back programme. SBM Offshore: SEAP & Nigeria. Staffing sector: PageGroup 1Q26 trading update. TomTom: Preview 1Q26, no material changes expected. Zabka: 1Q26 Preview
- Guy Sips
- Michiel Declercq
Keurig Dr Pepper Announces Results of Post-Closing Acceptance Period f...
Keurig Dr Pepper Announces Results of Post-Closing Acceptance Period for Offer for JDE Peet’s - 97.75% of all Shares tendered This is a joint press release by Keurig Dr Pepper Inc., Kodiak BidCo B.V. and JDE Peet’s N.V. pursuant to the provisions of Section 17, paragraph 4 of the Dutch Decree on public takeover bids (Besluit openbare biedingen Wft) (the “Decree”) in connection with the recommended public cash offer by Kodiak BidCo B.V. (the "Offeror") for all issued and outstanding ordinary shares in the capital of JDE Peet’s N.V. (such offer, the “Offer”, such shares, the “Shares” and each...
JDE Peet’s transfers shares to participants under its employee incenti...
JDE Peet’s transfers shares to participants under its employee incentive plans PRESS RELEASE Amsterdam, April 2, 2026 This is a press release by JDE Peet’s N.V. (JDE Peet’s or the Company) pursuant to the provisions of section 13, paragraph 1 and section 17, paragraph 3, 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 an...
- Guy Sips
- Jacob Mekhael
- Kristof Samoy
- Livio Luyten
- Michiel Declercq
- Thibault Leneeuw
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
Dynamic Top Pick List Update April 2026: Adding Fagron
The tariff war between US and China has eased, but with the Iran conflict and an erratic Trump, uncertainty will continues unabated. Energy prices have gone ballistic, with gas prices doubling in Europe and has hit the cyclical stocks hard. KBC macro-econimists have hiked the inflation expectation for 2026 from 1.9% to 3.3%. While the macro-economic impact has been limited so far, a prolonged uncertain situation will result in economic damage. We continue our defensive stance in our Benelux Dyna...
FAGR FAGRON SA
WKL WOLTERS KLUWER NV
EVS EVS BROADCAST EQUIPMENT SA
UCB UCB S.A.
DIE D'IETEREN SA
SOF SOFINA SA
IBAB ION BEAM APPLICATIONS SA
ROYAL VOPAK NV
CSM CORBION NV
ABI ANHEUSER-BUSCH INBEV SA/NV
ARGX ARGEN-X SE
WDP WAREHOUSES DE PAUW SCA
AZE AZELIS GROUP NV
DEME DEME GROUP NV
SHUR SHURGARD SELF STORAGE LIMITED
Keurig Dr Pepper Acquires JDE Peet’s and Announces Rafael Oliveira as...
Keurig Dr Pepper Acquires JDE Peet’s and Announces Rafael Oliveira as CEO of Future Global Coffee Co. Transaction creates global coffee powerhouseOliveira will continue as JDE Peet’s CEO and joins KDP to lead combined coffee business This is a joint press release by Keurig Dr Pepper Inc., Kodiak BidCo B.V. and JDE Peet’s N.V. in connection with the recommended public cash offer by Kodiak BidCo B.V. (the “Offeror”) for all issued and outstanding ordinary shares in the capital of JDE Peet’s N.V. (such offer, the “Offer”, such shares, the “Shares” and each holder of such Shares, a “Sharehol...
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Livio Luyten
- Michiel Declercq
- Wim Lewi
Keurig Dr Pepper declares offer for JDE Peet’s unconditional - 96.22% ...
Keurig Dr Pepper declares offer for JDE Peet’s unconditional - 96.22% of all Shares tendered - Settlement Date will be 1 April 2026 This is a joint press release by Keurig Dr Pepper Inc., Kodiak BidCo B.V. and JDE Peet’s N.V. pursuant to the provisions of Section 16, paragraph 1 and 2, Section 17, paragraph 1 and Section 4, paragraph 3 of the Dutch Decree on public takeover bids (Besluit openbare biedingen Wft) (the “Decree”) in connection with the recommended public cash offer by Kodiak BidCo B.V. for all issued and outstanding ordinary shares in the capital of JDE Peet’s N.V. (such off...
JDE Peet’s transfers shares and grants awards to participants under i...
JDE Peet’s transfers shares and grants awards to participants under its employee incentive plans PRESS RELEASE Amsterdam, March 27, 2026 This is a press release by JDE Peet’s N.V. (JDE Peet’s or the Company) pursuant to the provisions of section 6, paragraph 2 and section 13, paragraph 1 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 ...
- Guy Sips
- Hilde Van Boxstael
- Livio Luyten
- Lynn Hautekeete
- Michiel Declercq
- Wim Hoste
- Wim Lewi
- Guy Sips
EVS Broadcast Equipment From Slow-Mo to Go-Go: EVS speeds up, replays ...
We update our model (Buy, €45 Target Price maintained) after EVS delivered another year of solid progress, supported by a clearer operational rhythm and an improved ability to convert commercial momentum into revenue. EVS has structurally shifted to a pre-production model that shortens delivery cycles and gives customers faster turnaround, while also improving internal planning stability. This shift allowed EVS to convert a significant portion of late-2025 orders within the year, supporting s...
- Guy Sips
- Jacob Mekhael
- Kristof Samoy
- Livio Luyten
- Lynn Hautekeete
- Michiel Declercq
- Thibault Leneeuw
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
Dynamic Top Pick List Update March 2026: Removing Aedifica – Adding Pr...
The tariff war between US and China has eased, but with the Iran conflict and an erratic Trump, uncertainty will continue into 2027. Energy prices have gone ballistic, with gas prices doubling in Europe and has hit the cyclical stocks hard. The highly anticipated AI productivity gains also will have to transpire sooner or later or a US market correction becomes unavoidable. While the macro-economic impact has been limited so far, a prolonged uncertain situation will result in economic damage. We...
WKL WOLTERS KLUWER NV
EVS EVS BROADCAST EQUIPMENT SA
UCB UCB S.A.
DIE D'IETEREN SA
SOF SOFINA SA
IBAB ION BEAM APPLICATIONS SA
ROYAL VOPAK NV
AED AEDIFICA SA
CSM CORBION NV
ABI ANHEUSER-BUSCH INBEV SA/NV
ARGX ARGEN-X SE
WDP WAREHOUSES DE PAUW SCA
AZE AZELIS GROUP NV
DEME DEME GROUP NV
SHUR SHURGARD SELF STORAGE LIMITED
- ING Helpdesk
Benelux Morning Notes
Allfunds Group plc: Business as usual. Basic-Fit: Good news - senior unsecured convertible bonds due 2028 put option waiver. D'Ieteren: Belgian February new car registrations down 7.7%, VW down 13.1% EVS: Analyst meeting feedback. Sif Group: Preview - order intake window rapidly closing. Wereldhave: €250m refinanced
JDE Peet’s EGM adopts all resolutions in relation to KDP Offer
JDE Peet’s EGM adopts all resolutions in relation to KDP Offer PRESS RELEASE Amsterdam, March 2, 2026 This is a press release by JDE Peet’s N.V. (JDE Peet’s or the Company) in connection with the recommended public offer by Kodiak BidCo B.V., an indirectly wholly-owned subsidiary of Keurig Dr Pepper Inc. 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 subscribe for any securities in JDE Peet’s. Any offer will be made only by means of the offer memorandum dated 1...
- ING Helpdesk
- Guy Sips
- Hilde Van Boxstael
- Kristof Samoy
- Michiel Declercq
- Wim Hoste
- Wim Lewi
- Guy Sips
EVS Broadcast Equipment FIRST LOOK– Good results & Confident to see co...
Despite all the geopolitical and macroeconomic challenges, FY25 order intake increased y/y 7.8% to € 225.0m, incl. € 14.8m for Big Event Rental (BER) and FY25 revenues increased 5.1% y/y to € 208.1m (KBCSe € 198m). Excluding the FY24 Big Event Rental, the growth would be 14.2% and excluding FX it would have been 6.9%. We maintain our positive stance (Buy, € 45 Target Price) as the order intake of 2025 strongly contributed to its longer-term order book with some important longer term deliveries...
- Julian Dobrovolschi
- Julian Dobrovolschi
- ING Helpdesk
Benelux Morning Notes
CFE: Preview: underlying 2026 margin to improve / DEME: Preview: strong 2025, eyes on 2026 outlook / JDE Peet's: Acquisition by KDP expected to close in 2Q26 / Solvay: 2025 ends with strong FCF; 2026F und. EBITDA guidance slightly below, supported by one-off / UCB: Peer Moonlake investor day / Vastned: Beat on bottom line with operational metrics accelerating, but outlook remains weak
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