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Carole Braudeau
  • Carole Braudeau
AGS AGEAS SA/NV
TEG TAG IMMOBILIEN AG
DIC DIC ASSET AG
AT1 AROUNDTOWN SA
VRLA VERALLIA SAS
5h / 39m 5h / 39m 1 EN
Carole Braudeau
  • Carole Braudeau
AGS AGEAS SA/NV
TEG TAG IMMOBILIEN AG
DIC DIC ASSET AG
AT1 AROUNDTOWN SA
VRLA VERALLIA SAS
5h / 45m 5h / 45m 1 FR
Jovan Sikimic
  • Jovan Sikimic
KENDR KENDRION NV
DIC DIC ASSET AG
TLV BANCA TRANSILVANIA S.A.
COPN COSMO PHARMACEUTICALS NV
AT1 AROUNDTOWN SA
SRAIL STADLER RAIL AG
WINE PURCARI WINERIES PCL
NXFIL NX FILTRATION HLDG BV
PFSE PFISTERER HOLDING SE
SHA SCHAEFFLER AG
5h / 57m 5h / 57m 1 FR
Jovan Sikimic
  • Jovan Sikimic
KENDR KENDRION NV
DIC DIC ASSET AG
TLV BANCA TRANSILVANIA S.A.
COPN COSMO PHARMACEUTICALS NV
AT1 AROUNDTOWN SA
SRAIL STADLER RAIL AG
NXFIL NX FILTRATION HLDG BV
PFSE PFISTERER HOLDING SE
SHA SCHAEFFLER AG
5h / 57m 5h / 57m 1 EN
Manuel Martin ... (+3)
  • Manuel Martin
  • CEFA
  • CREA
6h / 27m 6h / 27m 1 EN
Usama Tariq ... (+2)
  • Usama Tariq
  • Wim Gille
NXFIL NX FILTRATION HLDG BV
6h / 27m 6h / 27m 1 EN
Delphine Brault ... (+2)
  • Delphine Brault
  • Nathan Mietlicki
6h / 27m 6h / 27m 1 EN
Delphine Brault ... (+2)
  • Delphine Brault
  • Nathan Mietlicki
6h / 33m 6h / 33m 1 FR
Martial Descoutures ... (+2)
  • Martial Descoutures
  • Oussema Denguir
COPN COSMO PHARMACEUTICALS NV
6h / 33m 6h / 33m 1 EN
Martijn Den Drijver
  • Martijn Den Drijver
6h / 39m 6h / 39m 1 EN
Martial Descoutures ... (+2)
  • Martial Descoutures
  • Oussema Denguir
COPN COSMO PHARMACEUTICALS NV
6h / 45m 6h / 45m 1 FR
Kristof Samoy
  • Kristof Samoy
PREMIUM
NXFIL NX FILTRATION H...

NX Filtration FIRST LOOK: 1H25 below expectations but FY25 guidance re...

1H25 revenues landed at €6.5m growing 12% y/y (26% h/h) below our €8mE. Gross margins kept up well at a high 60%. Ongoing cost efficiencies show off with FTE's down to 154 vs. 169 at year end. EBITDA stood at €-8.2m (vs. €-6.4m in 1H24 and our €-6.9mE). Guidance remained unchanged calling for FY25 revenues to grow in the 50-70% range. We are currently at the mid point of this range. In order to reach this forecast, 2H25 revenues should grow >115% y/y and >70% sequentially (h/h). We remain cautio...

NXFIL NX FILTRATION HLDG BV
7h / 23m 7h / 23m 1 EN
ING Helpdesk
  • ING Helpdesk
PREMIUM
AGS AGEAS SA/NV
RET Retail Estates ... ... (+4)

Benelux Morning Notes

Ageas: 1H leads to increase in 2025 net result guidance, but also FCF. IMCD: Material acquisition in Italy. Kendrion: Unlocking value, sells Chinese business at high multiple. Retail Estates: Limited impact of Leen Bakker judicial reorganization

AGS AGEAS SA/NV
RET RETAIL ESTATES NV
KENDR KENDRION NV
INX IMCD N.V.
7h / 31m 7h / 31m 1 EN
Jan Frederik Slijkerman ... (+5)
  • Jan Frederik Slijkerman
  • Jeroen van den Broek
  • Jesse Norcross
  • Nadège Tillier
  • Timothy Rahill
TMUS T-MOBILE US INC.
T AT&T INC.
AT1 AROUNDTOWN SA
7h / 40m 7h / 40m 1 EN
Manuel Martin ... (+3)
  • Manuel Martin
  • CEFA
  • CREA
7h / 45m 7h / 45m 1 EN
Guy Sips ... (+6)
  • Guy Sips
  • Jacob Mekhael
  • Kristof Samoy
  • Thibault Leneeuw
  • Thomas Couvreur
  • Wim Lewi
PREMIUM
AGS AGEAS SA/NV
VAN Van De Velde S.... ... (+8)

Morning Notes : AGS BB, AGFB BB, IVA FP, RET BB, TWEKA NA, VAN BB, NXF...

: AGS BB, AGFB BB, IVA FP, RET BB, TWEKA NA, VAN BB, NXFIL NA, IMCD NA

AGS AGEAS SA/NV
VAN VAN DE VELDE S.A.
RET RETAIL ESTATES NV
AGFB AGFA-GEVAERT NV
TWEKA TKH GROUP N.V. CERT
INX IMCD N.V.
IVA INVENTIVA SA
NXFIL NX FILTRATION HLDG BV
7h / 53m 7h / 53m 1 EN
Research Team
  • Research Team
PREMIUM
KRU KRUK S.A.
ENA ENEA S.A. ... (+10)

WOOD Daily: TUPRS TI; KRU PW; WPL PW; ENA PW; G2M SS; TLV RO; TEN PW; ...

HEADLINES: • Tupras: enjoying life in the margins (stays BUY) • Kruk: 2Q25 beat, on a positive tax balance, lower financial costs and a drop in the cost to collect ratio POSITIVE • Wirtualna Polska: 2Q25 results review – adjusted EBITDA up 24% yoy, 6% above the consensus; weak 2H25E outlook NEGATIVE • Enea: preliminary 2Q25 EBITDA 15% above our expectations, supported by strong Supply and better Generation; PLN 2.8bn capex, including wind farm acquisitions POSITIVE • Gentoo Media: 2Q25 financial...

KRU KRUK S.A.
ENA ENEA S.A.
TUPRS TURKIYE PETROL RAFINERILERI A.S.
WPL WIRTUALNA POLSKA HOLDING SA
TLV BANCA TRANSILVANIA S.A.
EAT AMREST HOLDINGS SE
TEN TEN SQUARE GAMES
PCO PEPCO GROUP NV
GPP GRUPA PRACUJ DA
GIG GAMING INNOVATION GROUP
8h / 8m 8h / 8m 1 EN
Adrian Pehl ... (+2)
  • Adrian Pehl
  • Jean-François Granjon
PFSE PFISTERER HOLDING SE
8h / 15m 8h / 15m 1 EN
Klaus Ringel ... (+2)
  • Klaus Ringel
  • Michael Foundoukidis
8h / 39m 8h / 39m 1 EN
Jovan Sikimic
  • Jovan Sikimic
TLV BANCA TRANSILVANIA S.A.
8h / 51m 8h / 51m 1 EN
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