reports
- Michiel Declercq
Just Eat Takeaway Prosus launches offer
Following the agreement on February 24th between Prosus and JET to acquire 100% of JET shares at € 20.30ps, Prosus officially launched the all cash offer today, with the offer period starting on May 20th 2025. The offer will be declared unconditional if the acceptance reaches 95%. The 95% threshold will be reduced to 80% if the Post-offer restructuring resolutions are adopted by the AGM on July 8th 2025. These restructuring resolutions imply and asset sale and liquidation event which would resul...
- ING Helpdesk
Benelux Morning Notes
EVS: Weak start to the year, sales guidance maintained excluding FX, EBIT guidance low Just Eat Takeaway.com: Prosus offer launched KBC: CFO meeting – navigating above targets, strong loan growth & NII path NEPI Rockcastle: Robust Q1 results, strong top line Xior Student Housing: Dutch rent freeze not applicable to Xior
- Guy Sips
- Hilde Van Boxstael
- Lynn Hautekeete
- Michiel Declercq
- Wim Lewi
- Guy Sips
EVS Broadcast Equipment 1Q slightly below expectations but EVS remains...
EVS highlighted 1Q25 was slightly below its own expectations, primarily due to the deferral of certain customer deliveries from March to April. EVS stressed that this timing-related impact does not alter their underlying business momentum. EVS indicated that customer demand remains robust across all regions, providing continued confidence in its FY25 guidance. about achieving its FY25 revenue objectives though, given the macro-economic tensions, the tariff discussions and the weakening dollar. A...
- Guy Sips
Melexis Managing the present and preparing the future
We updated our model (€ 70 Target Price and Buy rating reiterated) after 1Q25 sales were in line with expectations. Amid more volatile market conditions, Melexis remain fully focused on the things within its control, managing the present and preparing the future. Melexis 1H25 outlook is in line with expectations in spite of the recent weakening of the USD. Melexis expect that they will progressively convert the increased number of new products and design wins into sales. Due to the ongoing inve...
Nextensa: Results on Q1 2025
Nextensa: Results on Q1 2025 REGULATED INFORMATIONBrussels, 19 May 2025, 7:30 AM RESULTS ON Q1 2025 HIGHLIGHTS STRONG START TO 2025Nextensa has started 2025 with momentum, completing three strategic transactions that decisively implement its sustainable investment strategy and position the company for a new phase of growth, greater value creation potential, and strengthened market position.• The sale of the Knauf Shopping Centers, on 13 February 2025, marked an important step in the reorientation of the portfolio towards assets with greater growth potential. This transaction reinforces ...
Nextensa: Résultats pour le Q1 2025
Nextensa: Résultats pour le Q1 2025 INFORMATION RÉGLEMENTÉEBruxelles, 19 mai 2025, 07h30 RESULTATS POUR LE Q1 2025 FAITS MARQUANTS DÉMARRAGE SOLIDE DE L’ANNÉE 2025Nextensa entame 2025 avec vigueur en concluant trois transactions stratégiques qui concrétisent sa stratégie d’investissement durable et préparent l’entreprise à une croissance stratégique, un potentiel accru de création de valeur, et un renforcement de sa position sur le marché.• La vente des centres commerciaux Knauf, finalisée le 13 février 2025, constitue une étape clé dans la réorientation du portefeuille vers des actifs ...
Nextensa: Resultaten over Q1 2025
Nextensa: Resultaten over Q1 2025 GEREGLEMENTEERDE INFORMATIEBrussel, 19 mei 2025, 07h30 RESULTATEN OVER Q1 2025 Highlights STEVIGE START VAN 2025Nextensa zet 2025 krachtig in met 3 strategische transacties die de duurzame investeringsstrategie van Nextensa realiseren en Nextensa klaarstomen voor strategische groei, een hoger waardecreatiepotentieel en versterking van zijn marktpositie.• De verkoop van de Knauf Shopping Centers op 13 februari 2025 markeerde een belangrijke stap in de heroriëntatie van de portefeuille naar assets met een hoger groeipotentieel. Deze transactie verstevigt ...
EVS Q1 2025 business update
EVS Q1 2025 business update EVS Q1 2025 business update Despite increasing economic uncertainty, EVS remains cautiously optimistic for 2025 Liège, Belgium | May 16, 2025 We begin the year 2025 reporting a first quarter slightly below our expectations, primarily due to the deferral of certain customer deliveries from March to April. This timing-related impact does not alter the underlying business momentum. Customer demand remains robust across all regions, providing continued confidence in our full-year guidance. We remain cautiously optimistic about achieving our 2025 revenue object...
Point sur résultats de l’activité du 1er trimestre 2025 d’EVS
Point sur résultats de l’activité du 1er trimestre 2025 d’EVS Point sur résultats de l’activité du 1er trimestre 2025 d’EVS Malgré l'incertitude économique croissante, EVS reste prudemment optimiste pour 2025 Liège, Belgique | Le 16 mai 2025 Nous commençons l'année 2025 avec un premier trimestre légèrement inférieur à nos attentes, principalement en raison du report de certaines livraisons aux clients de mars à avril. Cet impact lié au calendrier ne modifie pas la dynamique commerciale sous-jacente. La demande des clients reste robuste dans toutes les régions, ce qui renforce la conf...
Melexis Appoints Two New Directors to Its Board of Directors
Melexis Appoints Two New Directors to Its Board of Directors Tessenderlo-Ham, Belgium – May 15, 2025 Melexis NV (Euronext Brussels: MELE), a global supplier of micro-electronic semiconductor solutions, announces the appointment of two new members to the board of directors following the approval by the annual shareholders’ meeting held on May 13, 2025. The announcement of Ms. Ling Qi and Mr. Kazuhiro Takenaka underlines Melexis’ focused ambitions in the Asia-Pacific Region (APAC). Ms. Ling Qi has more than 20 years of international business management experience. Currently, she is CEO of...
Publication of a Transparency Notification
Publication of a Transparency Notification PUBLICATION OF A TRANSPARENCY NOTIFICATION (Article 14, first paragraph of the Law of 2 May 2007 on disclosure of major holdings) On May 9, 2025 EVS Broadcast Equipment has received a transparency notification indicating that Ennismore Fund Management Limited now holds 2.95% of the voting rights of the company. Ennismore Fund Management Limited has therefore crossed down the threshold of 3%. The notification, dated May 9, 2025, contains the following information: Reason for the notification: acquisition or disposal of voting securities or v...
PUBLICATION RELATIVE À UNE NOTIFICATION DE TRANSPARENCE
PUBLICATION RELATIVE À UNE NOTIFICATION DE TRANSPARENCE 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) EVS Broadcast Equipment a reçu ce 9 mai 2025 une notification de transparence dont il résulte que Ennismore Fund Management Limited détient désormais 2,95% des droits de vote de la société. Ennismore Fund Management Limited a ainsi franchi le seuil de participation de 3% à la baisse. La déclaration, datée du 9 mai 2025, comprend les informations suivantes : Motif de la n...
Melexis: update on the share buy-back program
Melexis: update on the share buy-back program Press release - Regulated Information Ieper, Belgium – 12 May 2025, 17.45 hrs CET Further to the initiation of the share buy-back program announced on 10 December 2024, Melexis reports the purchase of 47,500 Melexis shares on Euronext Brussels in the period from 2 to 9 May 2025. Trade dateTotal shares purchasedAverage price (€)Min price (€)Max price (€)Buyback amount (€)2/5/20258,50054.5253.2554.95463,4505/5/20259,00054.2954.0555.05488,5866/5/20258,00053.2452.7554.30425,8947/5/20258,00053.4952.9553.70427,9198/5/20257,00054.4853.8055.10381,34...
Melexis: update over het aandeleninkoopprogramma
Melexis: update over het aandeleninkoopprogramma Persbericht - Gereglementeerde informatie Ieper, België – 12 mei 2025, 07.00 uur CET Naar aanleiding van het aandeleninkoopprogramma dat op 10 december 2024 werd aangekondigd, maakt Melexis bekend dat er 47.500 eigen aandelen ingekocht werden op Euronext Brussel tussen 2 en 9 mei 2025. InkoopdatumAantal verworven aandelenGemiddelde prijs (€)Laagste prijs (€)Hoogste prijs (€)Aankoop bedrag (€)2/5/20258.50054,5253,2554,95463.4505/5/20259.00054,2954,0555,05488.5866/5/20258.00053,2452,7554,30425.8947/5/20258.00053,4952,9553,70427.9198/5/20257...
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Kristof Samoy
- Livio Luyten
- Lynn Hautekeete
- Michiel Declercq
- Sharad Kumar S.P
- Thibault Leneeuw
- Thomas Couvreur
- Thomas Vranken
- Wim Hoste
- Wim Lewi
Dynamic Top Pick List Update May 2025: Removing Fugro – Adding Merus
The ongoing tariff war continues to create uncertainty for investors, with a trade embargo between the US and China. Although Europe has received a temporary reprieve, the prolonged situation could result in significant economic damage. We are maintaining a defensive stance in our Benelux Dynamic Top Pick List, as the Federal Reserve holds steady and the European Central Bank may continue lowering rates. Pessimism regarding the European industry has increased, though some US-based European compa...
- Luis de Toledo Heras
SOP SOPRA STERIA GROUP SA
APAML APERAM SA
VCT VICAT-CIMENTS VICAT SA
SSAB A SSAB AB CLASS A
RCO REMY COINTREAU SA
FLY SOCIETE FONCIERE LYONNAISE SA
HCO HIGHCO SA
PIG HAULOTTE GROUP SA
ALTA ALTAREA SCA
SDF K+S AG
FR VALEO SE
BAMNB KONINKLIJKE BAM GROEP NV
NEX NEXANS SA
GLB GLANBIA PLC
DEZ DEUTZ AG
VID VIDRALA SA
AIXA AIXTRON SE
TIETO TIETOEVRY OYJ
COK CANCOM SE
CCC CCC SA
AED AEDIFICA SA
ONTEX ONTEX GROUP N.V.
WAF SILTRONIC AG
MELE MELEXIS NV
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
ENC ENCE ENERGIA Y CELULOSA SA
FACC FACC AG
VLTSA VOLTALIA
ALD ALD SA
BFSA BEFESA SA
WAVE WAVESTONE SA
S30 SOLUTIONS 30 SE
COP COMPUGROUP MEDICAL SE & CO. KGAA
TCH TECHNICOLOR SA
TE TECHNIP ENERGIES NV
ALHRS HYDROGEN REFUELING SOLUTIONS
FPE3 FUCHS PETROLUB SE
AF AIR FRANCE - KLM
CO CASINO GUICHARD-PERRACHON
VIRI VIRIDIEN
AMS AMS-OSRAM AG
- Luis de Toledo Heras
SOP SOPRA STERIA GROUP SA
APAML APERAM SA
VCT VICAT-CIMENTS VICAT SA
SSAB A SSAB AB CLASS A
RCO REMY COINTREAU SA
FLY SOCIETE FONCIERE LYONNAISE SA
HCO HIGHCO SA
PIG HAULOTTE GROUP SA
ALTA ALTAREA SCA
SDF K+S AG
FR VALEO SE
BAMNB KONINKLIJKE BAM GROEP NV
NEX NEXANS SA
GLB GLANBIA PLC
DEZ DEUTZ AG
VID VIDRALA SA
AIXA AIXTRON SE
TIETO TIETOEVRY OYJ
COK CANCOM SE
CCC CCC SA
AED AEDIFICA SA
ONTEX ONTEX GROUP N.V.
WAF SILTRONIC AG
MELE MELEXIS NV
ENG ENAGAS SA
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
ENC ENCE ENERGIA Y CELULOSA SA
FACC FACC AG
VLTSA VOLTALIA
ALD ALD SA
WAVE WAVESTONE SA
S30 SOLUTIONS 30 SE
COP COMPUGROUP MEDICAL SE & CO. KGAA
TCH TECHNICOLOR SA
TE TECHNIP ENERGIES NV
ALHRS HYDROGEN REFUELING SOLUTIONS
FPE3 FUCHS PETROLUB SE
AF AIR FRANCE - KLM
CO CASINO GUICHARD-PERRACHON
VIRI VIRIDIEN
AMS AMS-OSRAM AG
FERGR FERRARI GROUP PUBLIC LIMITED COMPANY
- Martin Marandon-Carlhian
- Stephane Houri
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