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ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

AEGON: Meeting with management: solid rationale for WFG. Belgian telecoms: Base to provide more data for the same price from Mid-January

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

CTP: Sizeable acquisition in Germany. IMCD: Two smaller life sciences acquisitions in APAC. Proximus: Merges all international activities into Proximus Global. VGP: Second closing with Saga JV

Hilde Van Boxstael ... (+5)
  • Hilde Van Boxstael
  • Michiel Declercq
  • Sharad Kumar S.P
  • Wim Hoste
  • Wim Lewi
Felix Fischer ... (+6)
  • Felix Fischer
  • Haidje Rustau
  • Jayanth Kandalam
  • Si Yong Ng
  • Tanvi Arora
  • Trung Nguyen

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Boparan, Vedanta Resources, Intrum, Tullow Oil, EnQuest Plc, TI Fluid Systems, Telenet

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

AEGON: US WFG model in the spotlight again. BAM: Sells 50% of Invesis and tax fraud investigation finalised. Belgian Telecoms: Mobile Vikings targeting heavy data users with upgraded mobile-only offers. Universal Music Group: Acquires music services group Downtown Music for c.€737m. Events Calendar

James Ratzer ... (+2)
  • James Ratzer
  • Russell Waller

Digi (Underweight) Telenet (Underweight) Proximus (Neutral, TP: €9.2, ...

After the launch in Portugal (HERE, HERE) Digi has now launched in Belgium. We look at the tariffs in this report, and assess whether or not Digi is viable as a new entrant.

Jan Frederik Slijkerman ... (+5)
  • Jan Frederik Slijkerman
  • Jeroen van den Broek
  • Jesse Norcross
  • Nadège Tillier
  • Timothy Rahill
ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Belgian telcos: DIGI single mobile tariff, plans 2m FTTH connections; OBEL fights back. Euronext: Election fever. TKH Group: Wins a €200m subsea contract

Michiel Declercq
  • Michiel Declercq

Proximus Digi launches in Belgium with aggressive pricing.

Yesterday, Digi officially launched its commercial offering in Belgium, including Mobile, Broadband, TV and convergent offerings. At a mobile price of € 5/month for 15GB and broadband price of € 10/month for unlimited fiber with speeds of 500Mbps, pricing of its offering is highly competitive. Note however that the broadband offering is only available in a very small part of Brussels, meaning that competition in the short term will mainly come from Mobile, where Digi has a wholesale agreement wi...

Hilde Van Boxstael ... (+3)
  • Hilde Van Boxstael
  • Kristof Samoy
  • Wim Lewi
ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Aalberts: Reiterates 2026 targets, but there is more. Belgian telecoms: Digi to finally launch in Belgium tomorrow. Melexis: Small but supportive buyback

Felix Fischer
  • Felix Fischer

Europe HY Trade Book - December 2024 - Lucror Analytics

The Europe HY Trade Book for December 2024 includes current trade recommendations drawn from our European HY coverage universe, along with relative-value scatter plots and tables by industry.

Guy Sips ... (+6)
  • Guy Sips
  • Jacob Mekhael
  • Lynn Hautekeete
  • Michiel Declercq
  • Thomas Vranken
  • Wim Hoste
Felix Fischer ... (+6)
  • Felix Fischer
  • Haidje Rustau
  • Jayanth Kandalam
  • Peter Low
  • Si Yong Ng
  • Tanvi Arora

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Playtech, Salt, Eolo, Tele Columbus, Telenet, VodafoneZiggo, CABB, Manuchar, Canpack, Victoria, Grunenthal, Stena AB, TI Fluid Systems, Ineos, Ineos Quattro, Advanz Pharma

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