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Fehmi Ben Naamane
  • Fehmi Ben Naamane
Fehmi Ben Naamane
  • Fehmi Ben Naamane
Carole Braudeau
  • Carole Braudeau

Credit Morning 04/23/2026

SoftBank Group is reportedly seeking a $ 10bn margin loan backed by OpenAI shares|TUI has lowered its targets for 2025/26 in light of the situation in the Middle East|"Too big to fail" regulations: Federal Council Adopts Dispatch and Capital Adequacy Ordinance|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 23/04/2026

SoftBank Group négocierait un margin loan de 10 mds USD adossé à des actions OpenAI|TUI a revu en baisse ses objectifs pour 2025/26 compte tenu de la situation au Moyen-Orient|Réglementation too big to fail : le Conseil fédéral adopte certaines propositions|

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Allfunds Group plc: Challenging conditions. Barco: 1Q26 trading update

Tijs Hollestelle
  • Tijs Hollestelle

Sif Group/Mind the 2H27-28 gap

Sif achieved the around four monopiles per week output target at the end of 2025 and expects the new factory to reach its planned potential in 2Q26. 4Q25 EBITDA came in at €21.3m, showing a long-awaited quarterly profitability improvement. This also indicates an annual potential EBITDA level of c.€85m, Sif kept its at least €135m EBITDA guidance for 2026 in place and we expect c.€123m EBITDA this year, c.9% below guidance. Although this is a major milestone for the equity story, a new problem em...

Jean-François Granjon
  • Jean-François Granjon
Jean-François Granjon
  • Jean-François Granjon
Jean-François Granjon
  • Jean-François Granjon
ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Avantium: Nearly there. Zabka: 4Q25 Preview

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