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Ana Arjona-Martinez ... (+3)
  • Ana Arjona-Martinez
  • Chaima Ferrandon
  • Sven Edelfelt
Ana Arjona-Martinez ... (+3)
  • Ana Arjona-Martinez
  • Chaima Ferrandon
  • Sven Edelfelt
Carole Braudeau
  • Carole Braudeau
LHN HOLCIM AG
AC ACCOR SA ... (+12)

Credit Morning 10/24/2025

IGH: strong EBITDA decrease amid continued challenging market conditions|Nexity: a Q3 without surprises and without progress|URW: a solid Q3, accompanied by a new CEO, an acquisition and higher targets|

Carole Braudeau
  • Carole Braudeau
LHN HOLCIM AG
AC ACCOR SA ... (+12)

Morning Crédit 24/10/2025

IGH: strong EBITDA decrease amid continued challenging market conditions|Nexity : un T3 sans surprise et sans progrès|URW : un T3 solide, accompagné d’un nouveau CEO, d’une acquisition et d’une hausse des objectifs|

Chaima Ferrandon ... (+2)
  • Chaima Ferrandon
  • Sven Edelfelt
Chaima Ferrandon ... (+2)
  • Chaima Ferrandon
  • Sven Edelfelt
Carole Braudeau
  • Carole Braudeau

Credit Morning 10/14/2025

Thyssenkrupp: announcement of the planned date for listing of TKMS|La Mondiale successfully placed a new Tier 2 2035 bond at MS+180 bp yesterday.|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 14/10/2025

Thyssenkrupp: announcement of the planned date for listing of TKMS|La Mondiale a placé hier avec succès un nouveau Tier 2 2035 à MS+180 bp|

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Acomo: Acquires Manuzzi, expanding footprint in Southern Europe ASR: Ingrid de Swart to succeed Jos Baeten as CEO of ASR in May 2026 Fagron: Antitrust clearance for Brazilian Purifarma and Injeplast deals PostNL: Relaxation USO D+3 brought forward, pre-earnings analyst call 3Q25 Sofina: Over €0.5bn of additional firepower

Hilde Van Boxstael ... (+6)
  • Hilde Van Boxstael
  • Livio Luyten
  • Mathijs Geerts Danau
  • Thomas Couvreur
  • Wim Hoste
  • Wim Lewi
ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

ASR: Small funeral deal, waiting for larger M&A. DEME Group: Bags another offshore wind contract. GBL: Sienna Investment Managers transaction pending. Kinepolis: Sept 2025 box office in US/Canada at 83% of pre covid levels, France at 84%

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