reports
- Ahmed Ben Salem
- Baptiste Lebacq
- Marc Lavaud
- Usama Tariq
NK IMERYS SA
GTT GAZTRANSPORT & TECHNIGAZ SA
ISS ISS A/S
NEX NEXANS SA
BIG BIGBEN INTERACTIVE SA
COFB COFINIMMO SA
COR CORTICEIRA AMORIM SGPS SA
MBWS MARIE BRIZARD WINE & SPIRITS SA
ROYAL VOPAK NV
BRNL BRUNEL INTERNATIONAL N.V.
NVG NAVIGATOR COMPANY SA
FACC FACC AG
COFA COFACE SA
MAU ETABLISSEMENTS MAUREL & PROM SA
JST JOST WERKE AG
UMI UMICORE
INS INSTONE REAL ESTATE GROUP AG
ALHG LOUIS HACHETTE GROUP
SFZN SIEGFRIED HOLDING AG
- Marc Lavaud
- Pierre Tegner
- Robert Jan Vos
AI AIR LIQUIDE SA
BN DANONE SA
RNO RENAULT SA
ADS ADIDAS AG
LI KLEPIERRE SA
RI PERNOD RICARD SA
HOT HOCHTIEF AG
AIR AIRBUS SE
CAP CAPGEMINI SE
REP REPSOL SA
TEC TECHNIPFMC PLC
MOL MOL HUNGARIAN OIL & GAS PLC CLASS A
SIK SIKA AG
KBX KNORR-BREMSE AG
FDJ LA FRANCAISE DES JEUX SA
TEN TENARIS S.A.
MICC MAGNUM ICE CREAM COMPANY N.V. (THE)
- Ahmed Ben Salem
- Baptiste Lebacq
- Marc Lavaud
- Usama Tariq
NK IMERYS SA
GTT GAZTRANSPORT & TECHNIGAZ SA
ISS ISS A/S
NEX NEXANS SA
BIG BIGBEN INTERACTIVE SA
COFB COFINIMMO SA
COR CORTICEIRA AMORIM SGPS SA
MBWS MARIE BRIZARD WINE & SPIRITS SA
ROYAL VOPAK NV
BRNL BRUNEL INTERNATIONAL N.V.
NVG NAVIGATOR COMPANY SA
FACC FACC AG
COFA COFACE SA
MAU ETABLISSEMENTS MAUREL & PROM SA
JST JOST WERKE AG
UMI UMICORE
INS INSTONE REAL ESTATE GROUP AG
ALHG LOUIS HACHETTE GROUP
SFZN SIEGFRIED HOLDING AG
- Marc Lavaud
- Pierre Tegner
- Robert Jan Vos
AI AIR LIQUIDE SA
BN DANONE SA
RNO RENAULT SA
ADS ADIDAS AG
LI KLEPIERRE SA
RI PERNOD RICARD SA
HOT HOCHTIEF AG
AIR AIRBUS SE
CAP CAPGEMINI SE
REP REPSOL SA
TEC TECHNIPFMC PLC
MOL MOL HUNGARIAN OIL & GAS PLC CLASS A
SIK SIKA AG
KBX KNORR-BREMSE AG
FDJ LA FRANCAISE DES JEUX SA
TEN TENARIS S.A.
MICC MAGNUM ICE CREAM COMPANY N.V. (THE)
- Andreas Riemann
Aegon reports second half year 2025 results
Aegon reports second half year 2025 results Schiphol, February 19, 2026 - Please click to access all 2H 2025 results related documents 2H 2025 Financial highlights Net result of EUR 375 million, a decrease compared with EUR 741 million in the second half of 2024, as growth in the operating result is offset by non-operating items and other charges. Full-year 2025 net result of EUR 980 million, up 45% compared with 2024 Operating result of EUR 858 million, up 11% compared with the second half of 2024 driven by an increase across all business units, reflecting commercial momentum and favor...
- Marc Zwartsenburg
- CEFA
ING Benelux Favourites/Weekly performance and valuation update
We update the performance of our ING Benelux Favourites list as well as all valuation and ranking tables for our coverage universe. Performance on the front page is dated from the 28 January 2026, while historical performance is included on the second page. The methodology for our favourites selection is based on a bottom-up approach with a focus on absolute performance with clear near-term triggers. It is a rolling list, ie, stocks can enter/exit whenever we think opportune. The ING Benelux Fav...
- Thomas J. Schiessle
Massiver Sanierungsbedarf, operativ Schuldenabbau - Coverage-Aussetzun...
Wir setzen die Coverage bis auf Weiteres aus. Am 10.02.26 um 22:51 CET meldete GXI per AdHoc die Verschiebung der ursprünglich für den 26.02.26 geplanten Veröffentlichung des Jahres- und des Konzernabschlusses FY 2025 (30.Nov.25). Nach bisherigen Erkenntnissen hätten – laut Pressemeldungen - einzelne Mitarbeiter gegen interne Richtlinien und Bilanzierungsvorschriften verstoßen. Die daraus resultierenden Korrekturen im Konzernabschluss betreffen demnach im Wesentlichen die Erfassung von Umsatz...
- Jerôme Bodin
CEC CECONOMY AG
BVI BUREAU VERITAS SA
MF WENDEL SE
SZG SALZGITTER AG
DEC JCDECAUX SA
TYRES NOKIAN RENKAAT OYJ
ASY ASSYSTEM SA
GXI GERRESHEIMER AG
PIG HAULOTTE GROUP SA
VOE VOESTALPINE AG
CIE CIE AUTOMOTIVE S.A.
BRNL BRUNEL INTERNATIONAL N.V.
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
COFA COFACE SA
ECONT ECONOCOM GROUP SE CLASS D
ALFEN ALFEN NV
TUI TUI AG
NCH2 THYSSENKRUPP NUCERA AG & CO.
SCHOTT PHARMA AG
AQ AQUILA PART PROD COM
AMS AMS-OSRAM AG
- Jerôme Bodin
CEC CECONOMY AG
BVI BUREAU VERITAS SA
MF WENDEL SE
SZG SALZGITTER AG
DEC JCDECAUX SA
TYRES NOKIAN RENKAAT OYJ
ASY ASSYSTEM SA
GXI GERRESHEIMER AG
PIG HAULOTTE GROUP SA
VOE VOESTALPINE AG
CIE CIE AUTOMOTIVE S.A.
BRNL BRUNEL INTERNATIONAL N.V.
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
COFA COFACE SA
ECONT ECONOCOM GROUP SE CLASS D
ALFEN ALFEN NV
TUI TUI AG
NCH2 THYSSENKRUPP NUCERA AG & CO.
SCHOTT PHARMA AG
AQ AQUILA PART PROD COM
AMS AMS-OSRAM AG
- Oliver Metzger
- Dirk Verbiesen
- Quirijn Mulder
Vopak/Preparing for take-off/BUY
With Vopak initiating some large new investments in recent years, investors should prepare for an acceleration in EBITDA growth, which together with improved financial KPIs should act as drivers for a re-rating of the shares in the coming 6-12 months, we believe. First, following a period of strategic divestments, Vopak is now well equipped for the years to come with a stronger return profile of its portfolio. Second, cash conversion has improved and should continue to be strong with promising p...
- Konrad Zomer
- Thomas Zlowodzki
REL RELX PLC
DG VINCI SA
BNP BNP PARIBAS SA CLASS A
KNEBV KONE OYJ CLASS B
SK SEB SA
HNR1 HANNOVER RUECK SE
MMK MAYR-MELNHOF KARTON AG
CPG COMPASS GROUP PLC
KOMB KOMERCNI BANKA A.S.
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
WIZZ WIZZ AIR HOLDINGS PLC
ORSTED ORSTED
EZJ EASYJET PLC
ENEL ENEL SPA
RY4C RYANAIR HOLDINGS PLC
ASSA B ASSA ABLOY AB CLASS B
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
EMSN EMS-CHEMIE HOLDING AG
ANDR ANDRITZ AG
COLO B COLOPLAST A/S CLASS B
RIO RIO TINTO PLC
SNP PETROM S.A.
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
STLA STELLANTIS N.V.
LIN LINDE PUBLIC LIMITED COMPANY
AF AIR FRANCE - KLM
- Konrad Zomer
- Thomas Zlowodzki
REL RELX PLC
DG VINCI SA
BNP BNP PARIBAS SA CLASS A
KNEBV KONE OYJ CLASS B
SK SEB SA
HNR1 HANNOVER RUECK SE
MMK MAYR-MELNHOF KARTON AG
CPG COMPASS GROUP PLC
KOMB KOMERCNI BANKA A.S.
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
WIZZ WIZZ AIR HOLDINGS PLC
ORSTED ORSTED
EZJ EASYJET PLC
ENEL ENEL SPA
RY4C RYANAIR HOLDINGS PLC
ASSA B ASSA ABLOY AB CLASS B
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
EMSN EMS-CHEMIE HOLDING AG
COLO B COLOPLAST A/S CLASS B
RIO RIO TINTO PLC
SNP PETROM S.A.
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
STLA STELLANTIS N.V.
LIN LINDE PUBLIC LIMITED COMPANY
AF AIR FRANCE - KLM
- Christophe Chaput
- Christophe Chaput
- Francesca Ferragina
- Michiel Vereycken
Xior Student Housing/Focus on organic growth and developments/BUY
Xior reported solid operational FY25 results. We remain very supportive of the excellent organic trends: LFL rental growth of +5.4% over FY25, which is expected to reach a minimum of +4% over 2026-27F, still outperforming the broader real estate space. The 4% EPS growth guidance for 2026 and 2027 is strong and we think this is a realistic expectation. LTV is at 49.9% and this limits growth options. Over the next two years the group focus will be on rental growth, operational leverage and the exe...
- Kristof Samoy
Vopak First Reaction - Withdrawal of support by First Nation for REEF ...
Yesterday, Energynow.ca published an article on the withdrawal of support by the Metlakatla First Nation citizens of Canada. Supposedly the Metlakatla First Nation's decision to retract its backing for the nearly completed REEF export project is rooted in concerns that it was not informed of an exclusivity agreement granting REEF an export monopoly, which could harm its economic interests in the rival Trigon terminal where it holds a 10% stake. A recent BC Supreme Court ruling allowing Metlakatl...
- Thomas J. Schiessle
Guidance FY 26 breit gefasst, mit Potential nach oben
Weiter auf Erholungskurs: Q4/25-Konzernumsatz stieg mit nom. 2,3 % YoY auf € 927 Mio. das adj. EBITDA (wg. Volumen+ Mix> neg. FX-Effekt) auf € 278 Mio. (+7,3 %; Marge 29,9 %; Vj.: 28,5 %) gegenüber erstmals gestiegenemVorjahreswert. Die rollierende Book-to-Bill-Ratio (temporärer, ergänzender KPI) liege für Q4/25 „deutlich über 100 %“; die Orderqualität sei gut. Das ist die Grundlage für die am 03.02.26 erstveröffentlichte (und recht breit gefasste) Guidance FY 26. Das Wachstum in der dominie...
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