reports
- Carole Braudeau
Credit Morning 12/22/2025
Paris prosecutor's office launches probe into Uranium theft from Somaïr in Niger|Maxeda: weak Q3 results and announcement of restructuring process|Coty appoints Markus Strobel as new chairman and interim CEO|Golden Goose: HSG acquires majority stake|The Belgian government is considering increasing its stake in Ageas according to the Belgian newspaper de Tijd|
- Carole Braudeau
Morning Crédit 22/12/2025
Enquête du parquet de Paris sur le vol d’Uranium de la Somaïr au Niger|Maxeda : faibles résultats T3 et annonce du processus de restructuration|Coty nomme Markus Stroble comme nouveau Chairman et CEO par interim|Golden Goose : HSG acquiert une part majoritaire au capital|Le gouvernement belge envisageait d'augmenter sa participation dans Ageas selon le journal belge De Tijd|
Ontex Group NV: 1 director
A director at Ontex Group NV bought 5,000 shares at 4.630EUR and the significance rating of the trade was 52/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly ...
- Chris Hoare
Global EM Telcos & Japan DC exposure, future developments and valuati...
EM & Japanese Telcos have more DC capacity than those in other regions. In this short note, we look at the current and future Data Center (DC) capacity for the telcos in our coverage as well as the potential valuation for these assets, in an attempt to contextualise this exposure.
- Carole Braudeau
- Carole Braudeau
- Hilde Van Boxstael
- Jacob Mekhael
- Livio Luyten
- Michiel Declercq
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
- Wim Hoste
Ontex Model update post profit warning
Ontex issued a severe profit warning which implies the company now expects 4Q25 adjusted EBITDA to land at € 38-43m vs a previous expectation range of € 63-68m, with the downwards revision due to intense competition from A-brands in the baby care segment. We have reduced our adjusted EBITDA forecasts for FY25-27 by between 8-10%, but still expect FY26 EBITDA to grow by c. 12% vs our new FY25 forecast, on a combination of efficiency measures, the full contribution of new contracts and (at some po...
JCDecaux : Déclaration mensuelle d’actions et de droits de vote au 30 ...
JCDecaux : Déclaration mensuelle d’actions et de droits de vote au 30 novembre 2025 JCDecaux SESociété Européenne à Directoire et Conseil de SurveillanceAu capital de 3.264.372,84 €Siège Social : 17, rue Soyer - 92200 Neuilly-sur-Seine (France)307 570 747 RCS Nanterre Déclaration mensuelle d’actions et de droits de vote En application de l’article L.233-8 II du Code de commerce et de l’article 223-16 du Règlement Général de l’Autorité des Marchés Financiers DateNombre d’actionscomposant le capitalNombre de droits de votethéoriques (1)exerçables (2)30/11/2025214 128 663214 128 663213 03...
- Carole Braudeau
- Carole Braudeau
JCDecaux intends to sell additional part of its stake in APG|SGA to NZ...
JCDecaux intends to sell additional part of its stake in APG|SGA to NZZ JCDecaux intends to sell additional part of its stake in APG|SGA to NZZ Paris, December 12th, 2025 – After JCDecaux SE (Euronext Paris: DEC), the number one outdoor advertising company worldwide, sold approximately 13.56% of APG|SGA's share capital to NZZ on May 29th, 2024, a share purchase agreement was signed on December 11th, 2025 between JCDecaux SE and NZZ, under which JCDecaux SE will sell additional 325,519 APG|SGA's shares, corresponding to 10.85% of the share capital. Upon completion of this sale, the stake in...
JCDecaux envisage de vendre une part supplémentaire de sa participatio...
JCDecaux envisage de vendre une part supplémentaire de sa participation dans APG|SGA à NZZ JCDecaux envisage de vendre une part supplémentaire de sa participation dans APG|SGA à NZZ Paris, le 12 décembre 2025 – Après avoir cédé environ 13,56 % du capital social d’APG|SGA à NZZ le 29 mai 2024, JCDecaux SE (Euronext Paris : DEC), numéro un mondial de la communication extérieure, annonce avoir signé, le 11 décembre 2025, un accord d’achat d’actions avec NZZ, en vertu duquel JCDecaux SE vendra 325 519 actions supplémentaires d’APG|SGA, correspondant à 10,85 % de son capital social. À l’issue d...
- Felix Fischer
- Haidje Rustau
- Jayanth Kandalam
- Peter Low
- Si Yong Ng
- Tanvi Arora
- Carole Braudeau
- Carole Braudeau
- Aurelien Sivignon
- Yan Derocles
- ING Helpdesk
Benelux Morning Notes
Belgian Telecoms: DIGI Belgium CEO Interview: ‘We are running a marathon, not a sprint' IBA: IBA to install a Rhodotron in East China. Ontex: Another quarter, another profit warning. Theon International: Backlog visibility indeed. Xior: 2026 outlook positive but with no major surprise. Events Calendar
- Aurelien Sivignon
- Yan Derocles
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Kristof Samoy
- Livio Luyten
- Mathijs Geerts Danau
- Michiel Declercq
- Wim Hoste
- Wim Lewi
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