reports
Participation notifications by The Goldman Sachs Group
Participation notifications by The Goldman Sachs Group Press release Regulated information Brussels, February 12, 2026, 17:45 CET In line with Belgian transparency legislation (Law of May 2, 2007), The Goldman Sachs Group, Inc recently sent to Solvay the following transparency notifications. The Goldman Sachs Group, Inc was already above the 5% threshold since June 2025, with a total of 5.54%, of which 5.51% equivalent financial instruments. Here is a summary of the notifications: Date on which the threshold is crossed V...
Notifications de participation par The Goldman Sachs Group
Notifications de participation par The Goldman Sachs Group Communiqué de presse Information réglementée Bruxelles, le 12 février 2026 - 17h45 CET Conformément à la législation et réglementation en matière de transparence financière (loi du 2 mai 2007), The Goldman Sachs Group, Inc a envoyé récemment à Solvay les notifications de transparence suivantes. The Goldman Sachs Group, Inc était déjà au-dessus du seuil de 5% depuis juin 2025, avec un total de 5,54%, dont 5,51% en instruments financiers équivalents. Voici...
Participatiemeldingen van The Goldman Sachs Group
Participatiemeldingen van The Goldman Sachs Group Persbericht Gereglementeerde informatie Brussel, 12 februari 2026 - 17u45 CET In overeenstemming met de Belgische transparantiewetgeving (Wet van 2 mei 2007) heeft The Goldman Sachs Group, Inc onlangs de volgende transparantiekennisgevingen naar Solvay gestuurd. The Goldman Sachs Group, Inc had de drempel van 5% al overschreden in juni 2025 met een totaal van 5,54%, waarvan 5,51% aan stemrechten gelijkgestelde financiële instrumenten. Hier is een samenvatting van...
- Konrad Zomer
LR LEGRAND
REL RELX PLC
FP TOTAL SE
HEIA HEINEKEN NV
IPN IPSEN SA
TKA THYSSENKRUPP AG
UBSN UBS GROUP AG
CBK COMMERZBANK AG
DAI DAIMLER AG
RXL REXEL SA
SCMN SWISSCOM AG
FHZN FLUGHAFEN ZURICH AG
EL ESSILORLUXOTTICA SA
SCHP SCHINDLER HOLDING AG PREF
DTE DEUTSCHE TELEKOM AG
MOCORP METSO OUTOTEC OYJ
STR STRABAG SE
NN NN GROUP N.V.
ABI ANHEUSER-BUSCH INBEV SA/NV
SIE SIEMENS AG
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
ADYEN ADYEN NV
ENR SIEMENS ENERGY AG
DSY DASSAULT SYSTEMES SA
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
DSFIR KONINKLIJKE DSM N.V.
SGSN SGS SA
H2O HIDROELECTRICA S.A.
CVC CVC CAPITAL PARTNERS PLC
TKMS TKMS AG & CO. KGAA
MICC MAGNUM ICE CREAM COMPANY N.V. (THE)
ULVR UNILEVER PLC
- Konrad Zomer
LR LEGRAND
REL RELX PLC
FP TOTAL SE
HEIA HEINEKEN NV
IPN IPSEN SA
TKA THYSSENKRUPP AG
UBSN UBS GROUP AG
CBK COMMERZBANK AG
DAI DAIMLER AG
RXL REXEL SA
SCMN SWISSCOM AG
FHZN FLUGHAFEN ZURICH AG
EL ESSILORLUXOTTICA SA
SCHP SCHINDLER HOLDING AG PREF
DTE DEUTSCHE TELEKOM AG
MOCORP METSO OUTOTEC OYJ
STR STRABAG SE
NN NN GROUP N.V.
ABI ANHEUSER-BUSCH INBEV SA/NV
SIE SIEMENS AG
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
ADYEN ADYEN NV
ENR SIEMENS ENERGY AG
DSY DASSAULT SYSTEMES SA
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
DSFIR KONINKLIJKE DSM N.V.
SGSN SGS SA
H2O HIDROELECTRICA S.A.
CVC CVC CAPITAL PARTNERS PLC
TKMS TKMS AG & CO. KGAA
MICC MAGNUM ICE CREAM COMPANY N.V. (THE)
ULVR UNILEVER PLC
- Cor Kluis
- ING Helpdesk
Benelux Morning Notes
Company comments AB InBev: Little to disappoint Adyen: 2H25 results – mixed results, soft guidance CVC Capital Partners: Executing well dsm-firmenich: Messy results Fagron: Beat on all lines, confident FY26 outlook to drive c.5% consensus EBITDA upgrade Flow Traders: EMEA saves the day KBC: Good results, opening up “jaws” further to 2028 Kinepolis: Canadian peer Cineplex 4Q25 results below consensus, January 2026 box office revenue up MICC: FX headwind leads to a 50bp margin miss in FY25 Montea:...
ULVR UNILEVER PLC
KBC KBC GROUP N.V.
FAGR FAGRON SA
MONT MONTEA SCA
ONTEX ONTEX GROUP N.V.
KIN KINEPOLIS GROUP NV
NN NN GROUP N.V.
ABI ANHEUSER-BUSCH INBEV SA/NV
ADYEN ADYEN NV
WDP WAREHOUSES DE PAUW SCA
FLOW FLOW TRADERS LTD
DSFIR KONINKLIJKE DSM N.V.
CVC CVC CAPITAL PARTNERS PLC
MICC MAGNUM ICE CREAM COMPANY N.V. (THE)
- Hilde Van Boxstael
- Kristof Samoy
- Lynn Hautekeete
- Michiel Declercq
- Thibault Leneeuw
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
ForFarmers strengthens position in Polish market through value chain i...
ForFarmers strengthens position in Polish market through value chain integration Lochem, 12 February 2026 ForFarmers strengthens position in Polish market through value chain integration ForFarmers strengthens position in the growing poultry market in Poland in a joint venture with KPS Food Group (KPS), a leading, innovative player in poultry production, slaughtering and food processing. Both ForFarmers’ current joint venture in Poland (Tasomix) and the activities of KPS will be merged into a new joint venture ForFarmers Polska.ForFarmers will have a controlling (50.5%) stake and will f...
ForFarmers versterkt positie in Poolse markt door ketenintegratie
ForFarmers versterkt positie in Poolse markt door ketenintegratie Lochem, 12 februari 2026 ForFarmers versterkt positie in Poolse markt door ketenintegratie ForFarmers versterkt positie in groeiende pluimveemarkt in Polen in een joint venture met KPS Food Group (KPS), een toonaangevende, innovatieve speler in de keten van productie, slacht en verwerking van pluimvee.Zowel de huidige joint venture van ForFarmers in Polen (Tasomix) als de activiteiten van KPS worden ondergebracht in een nieuwe joint venture ForFarmers Polska.ForFarmers krijgt een meerderheidsbelang (50,5%) en zal de joint...
- ING Helpdesk
Benelux Morning Notes
Aedifica: c.€29m new developments in Germany and Finland / GBL: €0.5bn equity investment in Rayner, an ophthalmic MedTech specialist / NN Group: Is consensus running ahead of a capital update with FY25 results? / Philips: Supportive update ahead of CMD / Proximus: Route Mobile 3Q26 shows lower revenues, better profitability / Staffing sector: French staffing: December better but January outlook weaker but perhaps better than number of temp outlook indicates / VAR Energi: Strong CMD target 400kpd...
Participation notifications by UBS Group AG
Participation notifications by UBS Group AG Press release Regulated information Brussels, January 29, 2026, 17:45 CET In line with Belgian transparency legislation (Law of May 2, 2007), UBS Group AG recently sent to Solvay the following transparency notifications indicating that they crossed the threshold of 3%. Here is a summary of the notifications: Date on which the threshold is crossed Voting rights after the transaction Equivalent financial instruments after the transaction Total 21 January 2026 0.00% 0.00% 0.00% 23 ...
Notifications de participation par UBS Group AG
Notifications de participation par UBS Group AG Communiqué de presse Information réglementéeBruxelles, le 29 janvier 2026 - 17h45 CET Conformément à la législation et réglementation en matière de transparence financière (loi du 2 mai 2007), UBS Group AG a envoyé récemment à Solvay les notifications de transparence suivante indiquant avoir franchi le seuil de 3%. Voici un résumé des notifications: Date de dépassement de seuil Droits de vote Instruments financiers équivalents Total 21 janvier 2026 0,00% 0,00% 0,00% 23 janvie...
Participatiemeldingen van UBS Group AG
Participatiemeldingen van UBS Group AG Persbericht Gereglementeerde informatie Brussel, 29 januari 2026 - 17u45 CET In overeenstemming met de Belgische transparantiewetgeving (Wet van 2 mei 2007) heeft UBS Group AG onlangs de volgende transparantiekennisgevingen naar Solvay gestuurd om aan te geven dat ze de drempel van 3% heeft overschreden. Hier is een samenvatting van de bewegingen: Datum waarop de drempel werd overschreden Stemrechten Aan stemrechten gelijkgestelde financiële instrumenten Totaal 21 januari 2026 0,00% 0...
Participation notifications by Citigroup Inc.
Participation notifications by Citigroup Inc. Press release Regulated information Brussels, January 28, 2026, 17:45 CET In line with Belgian transparency legislation (Law of May 2, 2007), Citigroup Inc. recently sent to Solvay the following transparency notifications indicating that they crossed the threshold of 3%. Here is a summary of the notifications: Date on which the threshold is crossed Voting rights after the transaction Equivalent financial instruments after the transaction Total January 19, 2026 0.56% 2.51 3.06% ...
Notifications de participation par Citigroup Inc.
Notifications de participation par Citigroup Inc. Communiqué de presse Information réglementée Bruxelles, le 28 janvier 2026 - 17h45 CET Conformément à la législation et réglementation en matière de transparence financière (loi du 2 mai 2007), Citigroup Inc. a envoyé récemment à Solvay les notifications de transparence suivantes indiquant avoir franchi le seuil de 3%. Voici un résumé des notifications: Date de dépassement de seuil Droits de vote Instruments financiers équivalents Total 19 janvier 2026 0,56% 2,51 3,06% 22 ja...
Participatiemeldingen van Citigroup Inc.
Participatiemeldingen van Citigroup Inc. Persbericht Gereglementeerde informatie Brussel, 28 januari 2026 - 17u45 CET In overeenstemming met de Belgische transparantiewetgeving (Wet van 2 mei 2007) heeft Citigroup Inc. onlangs de volgende transparantiekennisgevingen naar Solvay gestuurd om aan te geven dat ze de drempel van 3% heeft overschreden. Hier is een samenvatting van de bewegingen: Datum waarop de drempel werd overschredenStemrechtenAan stemrechten gelijkgestelde financiële instrumentenTotaal19 januari 20260,56%2,513,06%22...
- Livio Luyten
- Michiel Declercq
- Thibault Leneeuw
- Wim Hoste
- Wim Hoste
Solvay Taking a more cautious stance, lowering target price
Increased pressure in the soda ash market prompts us to take a more conservative approach with regards to contract terms for the coming years, resulting in a reduction of our group EBITDA forecasts for 2026-2028 by between 6-11%. The dividend policy of a stable to increasing dividend from a € 2.43 base looks increasingly generous as servicing the dividend representing the vast majority of current FCF generation, limiting the group's ability to pursue other growth initiatives. Despite the attract...
- Stijn Demeester
Solvay/Attractive yield, limited near-term catalysts/HOLD (previously ...
We trim our target price for Solvay to €26 per share (from €30) on the back of lower estimates and downgrade our recommendation from Buy to HOLD. Solvay trades at an attractive dividend yield but otherwise offers too few near-term share price catalysts given ongoing headwinds in some of its core segments.
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