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Guy Sips ... (+8)
  • Guy Sips
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Kristof Samoy
  • Livio Luyten
  • Michiel Declercq
  • Thibault Leneeuw
  • Wim Lewi

Morning Notes : BAR BB, COFB BB, FAGR BB, GLPG NA, IBAB BB, DEME BB, N...

: BAR BB, COFB BB, FAGR BB, GLPG NA, IBAB BB, DEME BB, NXFIL NA, ENRGY BB

 PRESS RELEASE

JDE Peet’s transfers shares to participants under its employee incenti...

JDE Peet’s transfers shares to participants under its employee incentive plans PRESS RELEASE Amsterdam, December 17, 2025 This is a press release by JDE Peet’s N.V. (JDE Peet’s or the Company) pursuant to the provisions of section 5, paragraph 4 of the Dutch Decree on Public Takeover Bids (Besluit openbare biedingen Wft) in connection with the recommended public offer by Keurig Dr Pepper, Inc. (the Offeror) for all the issued and outstanding shares in the capital of JDE Peet’s (the Offer). This press release does not constitute an offer, or any solicitation of any offer, to buy or subscr...

 PRESS RELEASE

ASML reports transactions under its current share buyback program

ASML reports transactions under its current share buyback program ASML reports transactions under its current share buyback program VELDHOVEN, the Netherlands – ASML Holding N.V. (ASML) reports the following transactions, conducted under ASML's current share buyback program. DateTotal repurchased sharesWeighted average priceTotal repurchased value08-Dec-25 37,576 €962.62 €36,171,308 09-Dec-25 37,838 €955.96 €36,171,562 10-Dec-25 37,860 €955.40 €36,171,421 11-Dec-25 38,288 €944.71 €36,170,938 12-Dec-25 38,329 €943.72 €36,171,668 ASML’s current share buyback program was announced ...

Hilde Van Boxstael ... (+7)
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Livio Luyten
  • Michiel Declercq
  • Thomas Couvreur
  • Wim Hoste
  • Wim Lewi
Wim Hoste
  • 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...

Carole Braudeau
  • Carole Braudeau

Credit Morning 12/12/2025

Eutelsat completes its rights issue of € 670m|Proposals for simplifying banking regulations by the ECB|BPCE and Generali abandon their asset management joint venture project|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 12/12/2025

Eutelsat finalise son augmentation de capital avec DPS de 670 m EUR|Propositions de simplification de la réglementation bancaire par la BCE|BPCE et Generali abandonnent leur projet de coentreprise en gestion d’actifs|

Felix Fischer ... (+6)
  • Felix Fischer
  • Haidje Rustau
  • Jayanth Kandalam
  • Peter Low
  • Si Yong Ng
  • Tanvi Arora

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Omnia Technologies, Allwyn (formerly Sazka), Ontex, Sappi, Voyage Care, Cheplapharm, Ineos, Ineos Quattro, Telecom Italia

Carole Braudeau
  • Carole Braudeau

Credit Morning 12/11/2025

IGH & IQ: Ratings downgraded by Moody’s with outlook still Negative|Ontex revises FY 25 outlook downward and names new CEO|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 11/12/2025

IGH & IQ: Ratings downgraded by Moody’s with outlook still Negative|Ontex revises FY 25 outlook downward and names new CEO|

ING Helpdesk
  • 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

Guy Sips ... (+9)
  • Guy Sips
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Kristof Samoy
  • Livio Luyten
  • Mathijs Geerts Danau
  • Michiel Declercq
  • Wim Hoste
  • Wim Lewi

Morning Notes : ACKB BB, AKZA NA, IBAB BB, ONTEX BB, SEQUA BB, XIOR BB...

: ACKB BB, AKZA NA, IBAB BB, ONTEX BB, SEQUA BB, XIOR BB, DEME BB, ARG FP, ZEAL DC

Robert Jan Vos ... (+2)
  • Robert Jan Vos
  • Usama Tariq
Wim Hoste
  • Wim Hoste

Ontex Profit warning, restructuring plan and new CEO appointment

Ontex just issued a profit warning revising its full-year outlook downwards. At the same time the board has decided to appoint Laurent Nielly , currently president of Ontex Europe, as the new CEO. The change will be effective as of May 2026 when the mandate of the current CEO comes to an end. The adjusted FY EBITDA25 guidance calls for a range of €175-€180m (previously €200-€210m) compared to KBC's forecast of €197m. Ontex's management is now accelerating an efficiency improvement initiative acr...

 PRESS RELEASE

Laurent Nielly appointed as successor to CEO Gustavo Calvo Paz

Laurent Nielly appointed as successor to CEO Gustavo Calvo Paz Inside / regulated information Aalst, Belgium, December 11, 2025 – The Board of Directors of Ontex (Euronext: ONTEX) has decided to appoint Mr. Laurent Nielly as Chief Executive Officer, effective as from the end of Mr. Gustavo Calvo Paz’s mandate as Chief Executive Officer at Ontex’s next annual shareholders’ meeting, on May 5, 2026. Since 2021, Mr. Nielly has been President of Ontex’s Europe Division, leading our retailer brands and healthcare business across Europe.  Prior to that, Mr. Nielly led Ontex’s business in Brazil....

 PRESS RELEASE

Laurent Nielly benoemd tot opvolger van CEO Gustavo Calvo Paz

Laurent Nielly benoemd tot opvolger van CEO Gustavo Calvo Paz Voorkennis / gereglementeerde informatie Aalst, België, 11 december 2025 – De Raad van Bestuur van Ontex (Euronext: ONTEX) heeft besloten om de heer Laurent Nielly te benoemen tot Chief Executive Officer, met ingang vanaf het einde van het mandaat van de heer Gustavo Calvo Paz als Chief Executive Officer, dat afloopt op de volgende algemene aandeelhoudersvergadering van Ontex op 5 mei 2026. Sinds 2021 is de heer Nielly President van de Europese Divisie van Ontex, waar hij de leiding heeft over onze retailmerken en onze gezondhe...

 PRESS RELEASE

Following weakness in baby care consumer demand, Ontex revises full-ye...

Following weakness in baby care consumer demand, Ontex revises full-year outlook downward and accelerates a three-year efficiency improvement initiative Inside / regulated information Aalst, Belgium, December 11, 2025 – Ontex Group NV, a leading international developer and producer of personal care products, revises its full year expectations for revenue growth downward, following  a of its baby care sales in October and November, as a result of weaker-than-expected consumer demand. This revision also impacts Ontex’s adjusted EBITDA, free cash flow and leverage ratio expectations. The cons...

 PRESS RELEASE

Volgend op zwakke consumentenvraag in babyverzorging, herziet Ontex ja...

Volgend op zwakke consumentenvraag in babyverzorging, herziet Ontex jaarverwachting neerwaarts, en versnelt het een driejarig efficiëntieverbeteringsinitiatief Voorkennis / gereglementeerde informatie Aalst, België, 11 december 2025 – Ontex Groep NV, een toonaangevende internationale ontwikkelaar en producent van persoonlijke verzorgingsproducten, herziet zijn jaarverwachtingen voor omzetgroei neerwaarts, na een verslechtering van de verkoop in babyverzorging in oktober en november, als gevolg van een zwakker-dan-verwachte consumentenaanvraag. Deze herziening heeft ook een impact op Ontex’...

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