reports
- Carole Braudeau
CEC CECONOMY AG
SGO COMPAGNIE DE SAINT-GOBAIN SA
EN BOUYGUES SA
TEP TELEPERFORMANCE SE
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
GRF GRIFOLS S.A. CLASS A
BAYN BAYER AG
ONTEX ONTEX GROUP N.V.
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
COFA COFACE SA
VIRI VIRIDIEN
AAL ANGLO AMERICAN PLC
- Carole Braudeau
CEC CECONOMY AG
SGO COMPAGNIE DE SAINT-GOBAIN SA
EN BOUYGUES SA
TEP TELEPERFORMANCE SE
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
GRF GRIFOLS S.A. CLASS A
BAYN BAYER AG
ONTEX ONTEX GROUP N.V.
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
COFA COFACE SA
VIRI VIRIDIEN
AAL ANGLO AMERICAN PLC
- ING Helpdesk
Benelux Morning Notes
AB InBev: 2Q25 results. Air France-KLM: Nice beat, let's see how FY25 finishes. AMG: Uptrend continues in 2Q25 with 23% EBITDA beat and guidance up to +US$200m. Aperam: Slight 2Q25 EBITDA beat, 3Q25 seen down QoQ. Arcadis: EBITA margin held up well in 2Q25, order intake mixed. Ayvens: 2Q25 results. Azelis: Soft but largely in-line 2Q25 with EMEA offsetting weaker APAC. Bekaert: 1H25 miss and lowered outlook to result in c.5% consensus downside. Corbion: Taking it to the wire. dsm...
APAML APERAM SA
FAGR FAGRON SA
UCB UCB S.A.
AF AIR FRANCE-KLM SA
ARCAD ARCADIS NV
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
ONTEX ONTEX GROUP N.V.
CSM CORBION NV
ABI ANHEUSER-BUSCH INBEV SA/NV
ALD ALD SA
AZE AZELIS GROUP NV
SHEL SHELL PLC
FLOW FLOW TRADERS LTD
DSFIR KONINKLIJKE DSM N.V.
SYENS SYENSQO
- Hilde Van Boxstael
- Jacob Mekhael
- Michiel Declercq
- Thibault Leneeuw
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
Ontex confirms H1 results with revenue and margin decrease in a weaker...
Ontex confirms H1 results with revenue and margin decrease in a weaker-than-expected market, while investing significantly and reaching key transformation milestones Regulated information Revenue drop by 4% in H1, caused mainly by weak baby care demand in Europe;Adj. EBITDA margin down by 2.2pp in H1, due to lower fixed cost absorption caused by lower volumes, and a rising cost environment;Expecting low single digit revenue contraction for full year 2025 and adj. EBITDA in €200-210 million range. CEO quote Gustavo Calvo Paz, Ontex’s CEO, said: “The weak first half of the year, while disa...
Ontex bevestigt resultaten 1ste jaarhelft met omzet- en margedaling in...
Ontex bevestigt resultaten 1ste jaarhelft met omzet- en margedaling in een zwakker dan verwachte markt, terwijl er verder geïnvesteerd wordt en belangrijke mijlpalen werden gehaald Gereglementeerde informatie Omzetdaling met 4% in 1ste halfjaar, voornamelijk veroorzaakt door een zwakke vraag naar babyverzorging in Europa;Aangepaste EBITDA-marge daalt met 2,2pp in 1ste halfjaar, als gevolg van een mindere absorptie van vaste kosten veroorzaakt door de lagere volumes, en als gevolg van stijgende kosten;Omzetdaling met lage enkelvoudige cijfers voorzien voor het volledige jaar 2025 en een aan...
Transparency Declaration Notification
Transparency Declaration Notification Regulated information In accordance with the requirements of Article 14 of the Belgian Law of May 2, 2007 on the disclosure of significant shareholdings in listed companies, Ontex Group NV (“Ontex”) discloses the notification of significant shareholdings that it has received on July 3, 2025. On July 22, 2025, Brandes investment partners, L.P., detained 6,182,739 Ontex voting securities or voting rights, representing 7.51% of voting securities, and thereby crossed upward the threshold of 7.5%. Notification details Reason for the notification: Acquisi...
Kennisgeving transparantieverklaring
Kennisgeving transparantieverklaring Gereglementeerde informatie In overeenstemming met de vereisten van artikel 14 van de Belgische wet van 2 mei 2007 over de openbaarmaking van belangrijke deelnemingen in emittenten, maakt Ontex Group NV (“Ontex”) de verklaring van belangrijke deelnemingen bekend die op 3 juli 2025 werd ontvangen. Op 22 juli 2025 bezat BPCE SA, Brandes investment partners, L.P., 6.182.739 stemrechtverlenende effecten of stemrechten van Ontex, wat 7,51% van de stemverlenende effecten voorstelt. Zij hebben daarmee de drempel van 7,5% opwaarts overschreden. Kennisgevingsd...
- Carole Braudeau
- Carole Braudeau
Compagnie du Bois Sauvage S.A.: 1 director
A director at Compagnie du Bois Sauvage S.A. sold 112 shares at 256.180EUR 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 ...
- Hilde Van Boxstael
- Michiel Declercq
- Wim Hoste
- Wim Hoste
Ontex Rating downgrade after profit warning
After a weak 2Q/1H25 performance with negative LFL growth due to weak consumer demand, intensified promotional pressure by A-brands, customer destocking and supply chain disruptions, Ontex has lowered its adjusted EBITDA guidance by c. 13% (at the midpoint of the guidance range). Whilst we still believe in the growth prospects of the US business on the back of lower private label penetration and Ontex' challenger status, we cannot be blind for the intensified competition in Europe and the low st...
- Carole Braudeau
- Carole Braudeau
- ING Helpdesk
Benelux Morning Notes
Aalberts: First hydronic flow control takeover in US; Ahold Delhaize: Preview 2Q25; EVS: Wins 2026 world cup contract Big Event Rental; Exor: A tad more Philips; Via Transportation reviving IPO plans; Heijmans: 1H25 preview; looks to be on track; KPN: 2Q25 preview; Montea: €24m acquisition in Dutch logistics hotspot; Ontex: Peer Essity 2Q25 results; RELX: 1H25 preview; Sligro: Weak 1H25 calls for 7.5% downgrade to consensus at EBITDA level; Events Calendar
- Haidje Rustau
- Jayanth Kandalam
- Peter Low
- Tanvi Arora
- Carole Braudeau
Credit Morning 07/16/2025
Renault lowers its 2025 targets after a very disappointing end to the first half|Ontex Q2 25 early results release: Revenue and margin decrease in a weaker than expected market|Loxam is issuing a new bond maturing in February 2031|Finnair: weaker-than-expected results and guidance|
- Carole Braudeau
Morning Crédit 16/07/2025
Renault abaisse ses objectifs 2025 après une fin de S1 très décevante|Ontex Q2 25 early results release: Revenue and margin decrease in a weaker than expected market|Loxam lance le placement d’une nouvelle obligation à échéance en février 2031|Finnair: weaker-than-expected results and guidance|
- Luis de Toledo Heras
SCR SCOR SE
SCMN SWISSCOM AG
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
BAMNB KONINKLIJKE BAM GROEP NV
WIZZ WIZZ AIR HOLDINGS PLC
EZJ EASYJET PLC
RY4C RYANAIR HOLDINGS PLC
SIX2 SIXT SE
DLG DE'LONGHI S.P.A.
ONTEX ONTEX GROUP N.V.
ENG ENAGAS SA
FLU FLUGHAFEN WIEN AG
MOB MOBILEZONE HOLDING AG
VOS VOSSLOH AG
NSI NSI N.V.
BAR BARCO NV
AF AIR FRANCE - KLM
R3NK RENK GROUP AG
SUNN SUNRISE
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