reports
- ING Helpdesk
Benelux Morning Notes
Adecco: 3Q25 strong beat; outlook 4Q25 seems in line. Air France-KLM: Bit light but outlook unchanged. ArcelorMittal: In line 3Q25, supportive medium-term outlook. AMG: 3Q25 EBITDA beats by 5%, ‘only' modest FY guidance increase might disappoint. BAM Group: Maintains outlook as expected. CTP: Guidance at the lower end due to a missed deal in Romania. Strong operational trends continued. IMCD: 3Q showed pressure on gross margin. Kinepolis: US peer AMC; better revenues and EBITDA in ...
MT ARCELORMITTAL SA
RAND RANDSTAD NV
BAMNB KONINKLIJKE BAM GROEP NV
SOLB SOLVAY SA
AF AIR FRANCE-KLM SA
SOF SOFINA SA
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
MELE MELEXIS NV
VGP VGP NV
KIN KINEPOLIS GROUP NV
INX IMCD N.V.
CTPNV CTP NV
SYENS SYENSQO
TALABAT TALABAT HOLDING PLC
- Marc Zwartsenburg
- CEFA
PostNL/A festive season coming up?/HOLD
The 3Q25 results were a slight miss versus expectations due to a more negative impact from mix in Parcels. PostNL has taken some efficiency measures to compensate and hence reiterated its outlook for FY25. However, we feel the outlook is challenging given that 4Q25F will need a significant uplift vs 4Q24. Election mail and yield/efficiency measures provide support but mix and uncertain customer confidence and close clustered timing of festive events lead us to remain a bit more cautious for 4Q25...
- Guy Sips
- Kristof Samoy
- Livio Luyten
- Michiel Declercq
- Thibault Leneeuw
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
Dynamic Top Pick List Update November: Removing Xior; Adding Aedifica
The tariff war has eased, but with Trump, uncertainty has become a guarantee. While the macro-economic impact has been limited so far, the prolonged situation could still result in significant and long-lasting economic damage. We are maintaining a defensive stance in our Benelux Dynamic Top Pick List. The Federal Reserve (FED) has started its easing cycle, but the final amount of interest rate cuts is uncertain. The European Central Bank (ECB) has now largely completed its interest rate cutting ...
- Guy Sips
Kinepolis Group Acquiring the operations of US movie theatre chain Ema...
Kinepolis will acquire the operations of the US movie theatre chain Emagine Entertainment. Kinepolis will add 14 cinemas to its portfolio, representing 177 screens and 18,000 seats, located in Michigan, Illinois, Indiana, and Wisconsin. Kinepolis expects to complete the acquisition by the end of the year. The agreement represents a transaction value of $105m (€ 91m) for 100% of Emagine's business. An additional earn-out amount of up to $15m (€ 13m) is linked to the growth of the US Box Office du...
- Guy Sips
- Jacob Mekhael
- Wim Hoste
- ING Helpdesk
Benelux Morning Notes
Azelis: Appointment of Boris Cambon-Lalanne as group CFO. Belgian Telecoms: Price increase on most of the non-commercialised products and Scarlet trio. D'Ieteren: Belgian October car registrations down 7%, VW down 20%. Kendrion: Results preview; launching share buyback programme. Kinepolis: Acquires US movie theatre chain Emagine Entertainment for US$105m. Kinepolis: October box office in US/Canada and France attendance drop again. Ontex: Branded activity now fully divested. Philip...
Kinepolis signs agreement to acquire the operations of US movie theatr...
Kinepolis signs agreement to acquire the operations of US movie theatre chain Emagine Entertainment Kinepolis signs agreement to acquire the operations of US movie theatre chain Emagine Entertainment Regulatory release - Inside information 4 November 2025, 7:00 AM CET Kinepolis (Euronext: KIN) has reached an agreement to acquire the operations of the US movie theatre chain Emagine Entertainment. Kinepolis expects to complete the acquisition by the end of the year. As a result of this agreement, Kinepolis will add 14 cinemas to its portfolio, representing 177 screens and 18,000 seats, ...
Kinepolis signe un accord pour l'acquisition des activités de la chaîn...
Kinepolis signe un accord pour l'acquisition des activités de la chaîne de cinémas américaine Emagine Entertainment Kinepolis signe un accord pour l'acquisition des activités de la chaîne de cinémas américaine Emagine Entertainment Information réglementée et privilégiée 4 novembre 2025, 7:00 AM CET Kinepolis (Euronext : KIN) a conclu un accord pour l'acquisition des activités de la chaîne de cinémas américaine Emagine Entertainment. Kinepolis prévoit de finaliser l'acquisition d'ici la fin de l'année. Suite à cet accord, Kinepolis ajoutera 14 cinémas à son portefeuille, représentant 1...
Kinepolis sluit overeenkomst tot overname van de activiteiten van de A...
Kinepolis sluit overeenkomst tot overname van de activiteiten van de Amerikaanse bioscoopketen Emagine Entertainment Kinepolis sluit overeenkomst tot overname van de activiteiten van de Amerikaanse bioscoopketen Emagine Entertainment Gereglementeerd bericht - Voorwetenschap 4 november 2025, 7:00 AM CET Kinepolis (Euronext: KIN) heeft een overeenkomst bereikt tot overname van de activiteiten van de Amerikaanse bioscoopketen Emagine Entertainment. Kinepolis verwacht de overname af te ronden tegen het einde van het jaar. Met deze overeenkomst zal Kinepolis 14 bioscopen toevoegen aan haar...
BE Semiconductor Industries N.V: 4 directors
Four Directors at BE Semiconductor Industries N.V sold 20,960 shares at between 146.300EUR and 148.400EUR. The significance rating of the trade was 100/100. 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...
- Ahmed Ben Salem
- Bruno Cavalier
- Steven Boumans
- Thomas Zlowodzki
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
ALLIX WALLIX GROUP SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
LI KLEPIERRE SA
COV COVIVIO SA
GFC GECINA SA
GTT GAZTRANSPORT & TECHNIGAZ SA
NXI NEXITY SA CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
SCR SCOR SE
EL ESSILORLUXOTTICA SA
INEA FONCIERE INEA
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
BRBY BURBERRY GROUP PLC
KOF KAUFMAN & BROAD SA
KER KERING SA
ALTA ALTAREA SCA
VNA VONOVIA SE
ENI ENI S.P.A.
PNL POSTNL NV
XIOR XIOR STUDENT HOUSING N.V.
ICAD ICADE SA
01913 PRADA S.P.A.
REP REPSOL SA
BYG BIG YELLOW GROUP PLC
COFB COFINIMMO SA
TUB TUBACEX S.A.
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
CFT COMPAGNIE FINANCIERE TRADITION
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
MONC MONCLER SPA
CPINV CARE PROPERTY INVEST SA
GCO GRUPO CATALANA OCCIDENTE S.A.
SAFE SAFESTORE HOLDINGS PLC
ARG ARGAN SA
VGP VGP NV
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
PSG PROSEGUR COMPANIA DE SEGURIDAD SA
UNI UNICAJA BANCO S.A.
BP. BP P.L.C.
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
WDP WAREHOUSES DE PAUW SCA
FPE3 FUCHS PETROLUB SE
ECMPA EUROCOMMERCIAL PROPERTIES NV
FUR FUGRO NV
ALLFG ALLFUNDS (UK) LTD
ZGN ERMENEGILDO ZEGNA NV
CTPNV CTP NV
SHEL SHELL PLC
SHUR SHURGARD SELF STORAGE LIMITED
- ING Helpdesk
- Ahmed Ben Salem
- Bruno Cavalier
- Thomas Zlowodzki
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
ALLIX WALLIX GROUP SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
GTT GAZTRANSPORT & TECHNIGAZ SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
SCR SCOR SE
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
ENI ENI S.P.A.
PNL POSTNL NV
01913 PRADA S.P.A.
REP REPSOL SA
TUB TUBACEX S.A.
CFT COMPAGNIE FINANCIERE TRADITION
MONC MONCLER SPA
GCO GRUPO CATALANA OCCIDENTE S.A.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
PSG PROSEGUR COMPANIA DE SEGURIDAD SA
UNI UNICAJA BANCO S.A.
BP. BP P.L.C.
FPE3 FUCHS PETROLUB SE
FUR FUGRO NV
ALLFG ALLFUNDS (UK) LTD
ZGN ERMENEGILDO ZEGNA NV
SHEL SHELL PLC
- Hilde Van Boxstael
- Jacob Mekhael
- Livio Luyten
- Michiel Declercq
- Thibault Leneeuw
- Wim Lewi
- Stefano Toffano
- Wim Gille
- Benoit Valleaux
- Steven Gould
- Thomas Zlowodzki
CS AXA
LHA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
FP TOTAL SE
SGO COMPAGNIE DE SAINT-GOBAIN SA
JMT JERONIMO MARTINS SGPS S.A.
SU SCHNEIDER ELECTRIC SE
PUM PUMA SE
EBS ERSTE GROUP BANK AG
GLE SOCIETE GENERALE S.A. CLASS A
WPP WPP PLC
REP REPSOL SA
KGX KION GROUP AG
SPIE SPIE SA
ARGX ARGEN-X SE
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
SIGN SIG COMBIBLOC GROUP LTD
KBX KNORR-BREMSE AG
STLA STELLANTIS N.V.
UMG UNIVERSAL MUSIC GROUP NV
STMN STRAUMANN HOLDING AG
TEN TENARIS S.A.
PUIG PUIG BRANDS
- Benoit Valleaux
- Steven Gould
- Thomas Zlowodzki
CS AXA
LHA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
FP TOTAL SE
SGO COMPAGNIE DE SAINT-GOBAIN SA
JMT JERONIMO MARTINS SGPS S.A.
SU SCHNEIDER ELECTRIC SE
PUM PUMA SE
EBS ERSTE GROUP BANK AG
GLE SOCIETE GENERALE S.A. CLASS A
WPP WPP PLC
REP REPSOL SA
KGX KION GROUP AG
SPIE SPIE SA
ARGX ARGEN-X SE
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
SIGN SIG COMBIBLOC GROUP LTD
KBX KNORR-BREMSE AG
STLA STELLANTIS N.V.
UMG UNIVERSAL MUSIC GROUP NV
STMN STRAUMANN HOLDING AG
TEN TENARIS S.A.
PUIG PUIG BRANDS
- Martial Descoutures
- Martial Descoutures
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