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Carole Braudeau
  • Carole Braudeau
PREMIUM
CON CONTINENTAL AKT...
EO FAURECIA SA ... (+5)

Credit Morning 10/17/2025

US regional banks and market nervousness|BBVA : Failure of the takeover bid for Banco Sabadell|

CON CONTINENTAL AKTIENGESELLSCHAFT
EO FAURECIA SA
BFIT BASIC-FIT NV
MERY MERCIALYS SA
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
10/17/25 October 17, 2025 1 EN
Benoit Valleaux ... (+3)
  • Benoit Valleaux
  • Steven Gould
  • Thomas Zlowodzki
XCA CREDIT AGRICOLE SA
CON CONTINENTAL AKTIENGESELLSCHAFT
ADP AEROPORTS DE PARIS SA
DGE DIAGEO PLC
VOLV B VOLVO AB CLASS B
RI PERNOD RICARD SA
WTB WHITBREAD PLC
ABB ABB LTD.
RCO REMY COINTREAU SA
RXL REXEL SA
EL ESSILORLUXOTTICA SA
NESN NESTLE S.A.
MRK MERCK KGAA
CLNX CELLNEX TELECOM S.A.
VACN VAT GROUP AG
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
CPR DAVIDE CAMPARI-MILANO N.V.
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
FER FERROVIAL SA
10/17/25 October 17, 2025 1 EN
Carole Braudeau
  • Carole Braudeau
PREMIUM
CON CONTINENTAL AKT...
EO FAURECIA SA ... (+5)

Morning Crédit 17/10/2025

Banques régionales américaines et nervosité des marchés|BBVA : Echec de l’OPA sur Banco Sabadell|

CON CONTINENTAL AKTIENGESELLSCHAFT
EO FAURECIA SA
BFIT BASIC-FIT NV
MERY MERCIALYS SA
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
10/17/25 October 17, 2025 1 FR
Benoit Valleaux ... (+3)
  • Benoit Valleaux
  • Steven Gould
  • Thomas Zlowodzki
XCA CREDIT AGRICOLE SA
CON CONTINENTAL AKTIENGESELLSCHAFT
ADP AEROPORTS DE PARIS SA
DGE DIAGEO PLC
VOLV B VOLVO AB CLASS B
RI PERNOD RICARD SA
WTB WHITBREAD PLC
ABB ABB LTD.
RCO REMY COINTREAU SA
RXL REXEL SA
EL ESSILORLUXOTTICA SA
NESN NESTLE S.A.
MRK MERCK KGAA
CLNX CELLNEX TELECOM S.A.
VACN VAT GROUP AG
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
CPR DAVIDE CAMPARI-MILANO N.V.
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
FER FERROVIAL SA
10/17/25 October 17, 2025 1 FR
Luis de Toledo Heras ... (+2)
  • Luis de Toledo Heras
  • Thomas Zlowodzki
BFIT BASIC-FIT NV
STF STEF
MERY MERCIALYS SA
SRP SRP GROUPE SA
VIRP VIRBAC SA
SUN SULZER AG
VID VIDRALA SA
CCC CCC SA
SLIGR SLIGRO FOOD GROUP N.V.
FQT FREQUENTIS AG WIENER
WDP WAREHOUSES DE PAUW SCA
ALHG LOUIS HACHETTE GROUP
10/17/25 October 17, 2025 1 EN
Luis de Toledo Heras ... (+2)
  • Luis de Toledo Heras
  • Thomas Zlowodzki
BFIT BASIC-FIT NV
STF STEF
MERY MERCIALYS SA
SRP SRP GROUPE SA
VIRP VIRBAC SA
SUN SULZER AG
VID VIDRALA SA
CCC CCC SA
SLIGR SLIGRO FOOD GROUP N.V.
FQT FREQUENTIS AG WIENER
WDP WAREHOUSES DE PAUW SCA
ALHG LOUIS HACHETTE GROUP
10/17/25 October 17, 2025 1 FR
Benoit Valleaux ... (+2)
  • Benoit Valleaux
  • Steven Gould
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
10/17/25 October 17, 2025 1 EN
Robert Jan Vos
  • Robert Jan Vos
10/17/25 October 17, 2025 1 EN
Florent Laroche-Joubert
  • Florent Laroche-Joubert
10/17/25 October 17, 2025 1 EN
Florent Laroche-Joubert
  • Florent Laroche-Joubert
10/17/25 October 17, 2025 1 FR
Benoit Valleaux ... (+2)
  • Benoit Valleaux
  • Steven Gould
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
10/17/25 October 17, 2025 1 FR
ING Helpdesk
  • ING Helpdesk
PREMIUM
REL RELX PLC
BFIT BASIC-FIT NV ... (+9)

Benelux Morning Notes

ABN AMRO: 3Q may still support shares to CMD. Aedifica: €13m investment in the Netherlands. Basic-Fit: Strong 3Q25 results; beat on membership ingrowth, on track to reiterated FY25. BE Semiconductor Industries: 3Q25 Preview, order intake is key. IMCD: Acquisition of Dong Yang FT. RELX: Preview 9M25. Signify: 3Q25 preview, more back-end loaded. Staffing: Manpower 3Q25 in line on better revenue trend, 4Q25 outlook cautious. WDP: Results in line, guidance reconfirmed

REL RELX PLC
BFIT BASIC-FIT NV
ABN ABN AMRO BANK NV DEPOSITARY RECEIPTS
RAND RANDSTAD NV
AED AEDIFICA SA
LIGHT SIGNIFY NV
INX IMCD N.V.
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
WDP WAREHOUSES DE PAUW SCA
10/17/25 October 17, 2025 1 EN
Lynn Hautekeete
  • Lynn Hautekeete
PREMIUM
BFIT BASIC-FIT NV

Basic-Fit 3Q25 trading update: total members already ahead of FY25 CSS

This morning, Basic-Fit published its 3Q25 trading update, showing strong Q3 member growth of +218k vs +110k last year (+95% YoY), despite a -54% YoY decline in club openings. Total members reached 4.73m, already ahead of the FY25 CSS target of 4.64m and our 4.69m (street high). At this pace, 4.8m by year-end looks achievable (+50k in 4Q24). Revenue was in line at €1.034bn vs €1.024bn KBCSe (+16% YoY), but average revenue per member came in soft at €24.60 (-0.5% QoQ). While flattish yield in hig...

10/17/25 October 17, 2025 1 EN
Hilde Van Boxstael ... (+5)
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Lynn Hautekeete
  • Thibault Leneeuw
  • Wim Lewi
BFIT BASIC-FIT NV
INX IMCD N.V.
GLPG GALAPAGOS NV
WDP WAREHOUSES DE PAUW SCA
10/17/25 October 17, 2025 1 EN
Anthony Dick ... (+2)
  • Anthony Dick
  • Michael Foundoukidis
CON CONTINENTAL AKTIENGESELLSCHAFT
10/17/25 October 17, 2025 1 EN
Anthony Dick ... (+2)
  • Anthony Dick
  • Michael Foundoukidis
CON CONTINENTAL AKTIENGESELLSCHAFT
10/17/25 October 17, 2025 1 FR
Baptiste Salaville ... (+3)
  • Baptiste Salaville
  • Roy Külter
  • Steven Boumans
ALLIX WALLIX GROUP SA
BFIT BASIC-FIT NV
VOE VOESTALPINE AG
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
ALD ALD SA
NKT NKT A/S
CTPNV CTP NV
10/10/25 October 10, 2025 1 EN
Baptiste Salaville ... (+2)
  • Baptiste Salaville
  • Jean-François Granjon
ALLIX WALLIX GROUP SA
BFIT BASIC-FIT NV
VOE VOESTALPINE AG
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
ALD ALD SA
NKT NKT A/S
10/10/25 October 10, 2025 1 FR
Robert Jan Vos
  • Robert Jan Vos
10/10/25 October 10, 2025 1 EN
ING Helpdesk
  • ING Helpdesk
PREMIUM
BFIT BASIC-FIT NV
FAGR FAGRON SA ... (+6)

Benelux Morning Notes

Ahold Delhaize: 3Q25 preview - USD headwind to take centre stage. Basic-Fit: 3Q25 results preview, new consensus, we expect strong membership ingrowth. Fagron: 3Q25 growth hiccup in N America, strong organic performance in EMEA, Latam. Lotus Bakeries: UK VAT conflict for Näkd negatively impacts 2024 profitability. Ontex: 3Q25 preview: consensus implies a second profit warning for FY25F. Randstad: Preview 3Q25F results due 22 October; consensus released. Staffing: French revenue impro...

BFIT BASIC-FIT NV
FAGR FAGRON SA
RAND RANDSTAD NV
LOTB LOTUS BAKERIES NV
ONTEX ONTEX GROUP N.V.
AD KONINKLIJKE AHOLD DELHAIZE N.V.
10/09/25 October 9, 2025 1 EN
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