Morning Notes : COLR BB, FLOB BB, PROX BB

: COLR BB, FLOB BB, PROX BB

Floridienne S.A.: 1 director

A director at Floridienne S.A. bought 42 shares at 600.000EUR and the significance rating of the trade was 52/100. 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 directors over the last two years clearly...

Morning Notes : AALB NA, FLOB BB, RECT BB, DEME BB

: AALB NA, FLOB BB, RECT BB, DEME BB

Morning Notes : AKZA NA, FLOB BB, GIMB BB, HEIA NA, RAND NA

: AKZA NA, FLOB BB, GIMB BB, HEIA NA, RAND NA

Morning Notes : AGFB BB, EXM BB, FLOB BB, GLPG NA, GIMB BB, AUTL US

: AGFB BB, EXM BB, FLOB BB, GLPG NA, GIMB BB, AUTL US

Floridienne Monoholding in Disguise

Floridienne is a holding with full private market exposure, ESG focus, and long-term family stewardship. Floridienne transformed over the past decade from a multi-asset to a de facto mono-holding. The main driver of this transformation is the superior performance of its crown jewel BioFirst, a global leader in biocontrol benefiting from the trend toward sustainability in agriculture. Floridienne's valuation and investment thesis depend on its continued success story. We reiterate our Accumulate ...

Sligro/3Q25 postview; another weak trading update/HOLD

We keep our HOLD but reduce our target price from €11.5 to €10.5 following Sligro's weak 3Q25 trading update. We continue to view the equity story as a margin recovery play but note that improvements in FY25F are expected to remain modest with the group reiterating its 5.5-6.0% EBITDA margin guidance, while delays in client onboarding in Belgium is another negative, in our view. We therefore reduce our EBIT forecasts by 10% for both FY25F and FY26F. Sligro's balance sheet offers limited room for...

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 10/17/2025

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 17/10/2025

Sligro Food Group N.V. : Value yes, visibility and momentum no; Downgr...

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 10/16/2025

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 16/10/2025

Sligro Food Group N.V. : Disappointing Q3 2025, both in the Netherland...

Benelux Morning Notes

DEME Group: First Havfram vessel ready. Fastned: 3Q25 trading update – new stations boost growth, organic lags BEV penetration. NN Group & ASR: Pension reform on track for 1st tranche move from DB to DC in Jan 26. Sligro: Another weak trading update, but FY25 guidance reiterated. Talabat: Surprise CEO departure

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 10/08/2025

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 08/10/2025

Sligro Food Group N.V. : Decent underlying growth expected, including ...

Morning Notes : AED BB, ARCAD NA, FLOB BB, IVA FP

: AED BB, ARCAD NA, FLOB BB, IVA FP

Avantium N.V.: 2 directors

Two Directors at Avantium N.V. bought 14,575 shares at 5.400EUR. The significance rating of the trade was 69/100. 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 directors over the last two years clearly ...

Benelux Morning Notes

Avantium: Expanded rights. CVC Capital Partners: 1H25 results. D'Ieteren: 1H25 5% miss, guidance reiterated on confidence for a much better 2H25. Kinepolis: August 2025 box office revenue/ attendance in US/Canada, France down >20%