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ING Helpdesk
  • ING Helpdesk
PREMIUM
PROX Proximus SA de ...
COLR Etablissementen... ... (+6)

Benelux Morning Notes

Colruyt: Guidance reiterated despite weaker-than-expected 1H25/26. Dutch Pension Buyouts: Regulator DNB's view, c.€7bn so far, insurers at 15% market share now. OCI: Dutch investor association VEB and other shareholders take legal action to block Orascom merger. Proximus: CFO Mark Reid to leave Proximus by end of January 2026. Staffing Sector: US temp volume YoY declined vs October; NFP jobs beat expectations. Var Energy: Boosting production bodes well for years to come. Events Calendar

PROX PROXIMUS SA DE DROIT PUBLIC
COLR ETABLISSEMENTEN FRANZ COLRUYT N.V.
OCI OCI NV
ASRNL ASR NEDERLAND NV
NN NN GROUP N.V.
VAR VAR ENERGI ASA
12/17/25 December 17, 2025 1 EN
ABGSC Energy Research ... (+7)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • Herman Caspersen
  • John Olaisen
  • Lars Trongaard Brattli
  • Martin Mauseth
  • Stian Wibstad
SOC SUBSEA 7 S.A.
VWS VESTAS WIND SYSTEMS
VAR VAR ENERGI ASA
SPM SAIPEM S.P.A.
12/17/25 December 17, 2025 1 EN
ING Helpdesk
  • ING Helpdesk
PREMIUM
KPN ROYAL KPN NV
VAR VAR ENERGI ASA ... (+4)

Benelux Morning Notes

Flow Traders: Stronger November market value and volatility; KPN: Collective labour agreement over 18 months with a total salary increase of 5%; Theon International: 99% subscribed, rump covered; VÅR ENERGI: Good old Ekofisk.

KPN ROYAL KPN NV
VAR VAR ENERGI ASA
FLOW FLOW TRADERS LTD
THEON THEON INTERNATIONAL PLC
12/16/25 December 16, 2025 1 EN
ABGSC Energy Research ... (+7)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • Herman Caspersen
  • John Olaisen
  • Lars Trongaard Brattli
  • Martin Mauseth
  • Stian Wibstad
AKRBF AKER BP ASA
FORTUM FORTUM OYJ
AKAST AKASTOR ASA
ORSTED ORSTED
DNO DNO ASA CLASS A
VAL VALARIS LTD
BORR BORR DRILLING LTD
NE NOBLE CORP (NEW)
PLSV-NO PARATUS ENERGY SERVICES
12/05/25 December 5, 2025 1 EN
ABGSC Energy Research ... (+6)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • John Olaisen
  • Lars Trongaard Brattli
  • Martin Mauseth
  • Stian Wibstad
AKAST AKASTOR ASA
CADLR CADELER
VWS VESTAS WIND SYSTEMS
COSH EQURO ISSUER SERVICES AS
12/02/25 December 2, 2025 1 EN
Dirk Verbiesen ... (+2)
  • Dirk Verbiesen
  • Quirijn Mulder
PREMIUM
VAR VAR ENERGI ASA

Var Energi/Production up, ahead of its FY25 numbers/BUY

Vår Energi reported 3Q25 figures slightly ahead of our expectations. Due to lower commodity price expectations, we lower our estimates materially for FY26-27F but remain confident in Vår Energi as an attractive investment. Production rates are strong and positive, and we foresee an upgrade of volumes at its CMD in February. Also, the company keeps consistent pressure on cost per barrel produced and, based on our forecast, generates US$3bn in annual CFFO and believe this is sustainable as it is s...

11/17/25 November 17, 2025 1 EN
ABGSC Energy Research ... (+7)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • John Olaisen
  • Lars Trongaard Brattli
  • Martin Mauseth
  • Njål Kleiven
  • Stian Wibstad
AKRBF AKER BP ASA
HEX HEXAGON COMPOSITES ASA
OKEA OKEA
VAR VAR ENERGI ASA
DOFG DOF GROUP ASA
11/11/25 November 11, 2025 1 EN
ING Helpdesk
  • ING Helpdesk
PREMIUM
PROX Proximus SA de ...
KPN ROYAL KPN NV ... (+16)

Benelux Morning Notes

Ahold Delhaize: Strong beat driven by one-offs Alfen: Bull bear fight continues bpost: 3Q25 results in line with INGF but miss vs consensus, FY25 outlook fine-tuned to top-end CM.com: Takeover offer from Bird Coca-Cola Europacific Partners: Refreshing D'Ieteren: Belron peer Driven Brands 3Q25 talks of lower Q4, choppiness in Collision and Direct Repair Exor: Ferrari reassures with strong 3Q25, improved guidance KPN: Strategy update reassures, largely in line, with solid cash returns expec...

PROX PROXIMUS SA DE DROIT PUBLIC
KPN ROYAL KPN NV
WKL WOLTERS KLUWER NV
VNA VONOVIA SE
UCB UCB S.A.
DIE D'IETEREN SA
ROYAL VOPAK NV
MONT MONTEA SCA
BPOST BPOST SA
EXO EXOR N.V.
AD KONINKLIJKE AHOLD DELHAIZE N.V.
CCEP COCA-COLA EUROPEAN PARTNERS PLC
ALFEN ALFEN NV
DSC1 DUTCH STAR C SHAR
UMG UNIVERSAL MUSIC GROUP NV
VAR VAR ENERGI ASA
11/05/25 November 5, 2025 1 EN
ABGSC Oil & Oil Services Research ... (+3)
  • ABGSC Oil & Oil Services Research
  • Lars Trongaard Brattli
  • Njål Kleiven
10/30/25 October 30, 2025 1 EN
ABGSC Energy Research ... (+7)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • John Olaisen
  • Lars Trongaard Brattli
  • Martin Mauseth
  • Njål Kleiven
  • Stian Wibstad
AKAST AKASTOR ASA
SSO SCATEC ASA
RIGN TRANSOCEAN LTD.
VAL VALARIS LTD
BORR BORR DRILLING LTD
NE NOBLE CORP (NEW)
PLSV PARATUS ENERGY SERVICES LTD.
10/30/25 October 30, 2025 1 EN
ABGSC Energy Research ... (+7)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • John Olaisen
  • Lars Trongaard Brattli
  • Martin Mauseth
  • Njål Kleiven
  • Stian Wibstad
AKRBF AKER BP ASA
EQNR EQUINOR ASA
ORSTED ORSTED
SOC SUBSEA 7 S.A.
ARCHERO ARCHER
BWE BW ENERGY
CADLR CADELER
VWS VESTAS WIND SYSTEMS
BORR BORR DRILLING LTD
VAR VAR ENERGI ASA
OTL ODFJELL TECHNOLOGY LTD
NE NOBLE CORP (NEW)
PLSV PARATUS ENERGY SERVICES LTD.
10/28/25 October 28, 2025 1 EN
ABGSC Energy Research ... (+7)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • John Olaisen
  • Lars Trongaard Brattli
  • Martin Mauseth
  • Njål Kleiven
  • Stian Wibstad
AKRBF AKER BP ASA
SOC SUBSEA 7 S.A.
A2QKGG HEXAGON PURUS
VAR VAR ENERGI ASA
TOM TOMRA SYSTEMS ASA
SPM SAIPEM S.P.A.
VTURA VENTURA OFFSHORE HLDGS LTD
10/22/25 October 22, 2025 1 EN
ABGSC Oil & Oil Services Research ... (+2)
  • ABGSC Oil & Oil Services Research
  • John Olaisen
10/21/25 October 21, 2025 1 EN
ING Helpdesk
  • ING Helpdesk
PREMIUM
KBC KBC GROUP N.V.
HEIJM Heijmans N.V. C... ... (+6)

Benelux Morning Notes

CM.com: 3Q25 Trading Update – FY25 EBITDA guidance lowered. Fugro: Consensus vs INGF - deviation in 4Q, not 3Q. Heijmans: Preview - elections could cause disruption. KBC: 3Q Pre-close note: uneventful, 4Q will be the focus. Var Energi: Production lift helps materially

KBC KBC GROUP N.V.
HEIJM HEIJMANS N.V. CERT
DSC1
FUR DUTCH STAR C SHAR
VAR FUGRO NV
VAR ENERGI ASA
10/21/25 October 21, 2025 1 EN
ABGSC Energy Research ... (+7)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • John Olaisen
  • Lars Trongaard Brattli
  • Martin Mauseth
  • Njål Kleiven
  • Stian Wibstad
A2QKGG HEXAGON PURUS
VAR VAR ENERGI ASA
10/21/25 October 21, 2025 1 EN
ABGSC Oil & Oil Services Research ... (+2)
  • ABGSC Oil & Oil Services Research
  • John Olaisen
10/21/25 October 21, 2025 1 EN
ABGSC Energy Research ... (+7)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • John Olaisen
  • Lars Trongaard Brattli
  • Martin Mauseth
  • Njål Kleiven
  • Stian Wibstad
AKRBF AKER BP ASA
BONHR BONHEUR ASA
SOC SUBSEA 7 S.A.
PEN PANORO ENERGY ASA
E36 SEABIRD EXPLORATION LTD.
TGS TGS-NOPEC GEOPHYSICAL COMPANY ASA
AKSOO AKER SOLUTIONS ASA
A2QKGG HEXAGON PURUS
VWS VESTAS WIND SYSTEMS
BORR BORR DRILLING LTD
VAR VAR ENERGI ASA
OTL ODFJELL TECHNOLOGY LTD
TOM TOMRA SYSTEMS ASA
PLSV PARATUS ENERGY SERVICES LTD.
10/20/25 October 20, 2025 1 EN
ING Helpdesk
  • ING Helpdesk
PREMIUM
KIN Kinepolis Group...
EXO EXOR N.V. ... (+4)

Benelux Morning Notes

Exor: CMD of the prancing horse. Fastned: 3Q25 preview. Kinepolis: Peer Cineplex September 2025 box office revenue at 85% of 2019, up 7% YoY. Staffing: Hays' 1Q26 trading update. Var Energi: Ramping up production as planned

KIN KINEPOLIS GROUP NV
EXO EXOR N.V.
FAST FASTNED
VAR VAR ENERGI ASA
10/10/25 October 10, 2025 1 EN
ABGSC Energy Research ... (+7)
  • ABGSC Energy Research
  • Daniel Vårdal Haugland
  • John Olaisen
  • Lars Trongaard Brattli
  • Martin Mauseth
  • Njål Kleiven
  • Stian Wibstad
VAR VAR ENERGI ASA
DOFG DOF GROUP ASA
SEA1 SEA1 OFFSHORE INC.
VTURA VENTURA OFFSHORE HLDGS LTD
SDRL SEADRILL LTD
10/10/25 October 10, 2025 1 EN
ABGSC Oil & Oil Services Research ... (+2)
  • ABGSC Oil & Oil Services Research
  • John Olaisen
10/10/25 October 10, 2025 1 EN
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