reports
- Thijs Berkelder
SSAB A SSAB AB CLASS A
POM PLASTIC OMNIUM SE
MBB MBB INDUSTRIES SE
ANA ACCIONA SA
RIEN RIETER HOLDING AG
TWEKA TKH GROUP N.V. CERT
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
WLN WORLDLINE SA
FTG111 FLATEXDEGIRO AG
TMV TEAMVIEWER AG
DSC1 DUTCH STAR C SHAR
FAST FASTNED
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
CABKA CABKA N.V.
- Thijs Berkelder
SSAB A SSAB AB CLASS A
POM PLASTIC OMNIUM SE
ITP INTERPARFUMS
MBB MBB INDUSTRIES SE
ANA ACCIONA SA
RIEN RIETER HOLDING AG
TWEKA TKH GROUP N.V. CERT
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
WLN WORLDLINE SA
FTG111 FLATEXDEGIRO AG
TMV TEAMVIEWER AG
DSC1 DUTCH STAR C SHAR
FAST FASTNED
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
CABKA CABKA N.V.
- Thijs Berkelder
Fastned : Time to recalibrate to weaker BEV outlook
Fastned is one of Europe’s leading fast-charging network operators in Europe with 380 stations in operation. Albeit aiming to accelerate its station expansion pace from 50 to 100-150 pa, it has not yet delivered on the desired construction pace, this while capex and operating expenses are exceeding earlier expectations, and its operational stations are also not keeping up with the market growth (session per station up 10% vs. BEV fleet +22%). Today, we further lower our expectations and downgrad...
- Luis de Toledo Heras
- Thomas Zlowodzki
- Luis de Toledo Heras
- Thomas Zlowodzki
- Philip Hettich
- Ahmed Ben Salem
- Baptiste Lebacq
TEMN TEMENOS AG
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
ALFOC FOCUS HOME INTERACTIVE SA
OSE OSE IMMUNOTHERAPEUTICS SA
HCO HIGHCO SA
GLO GL EVENTS SA
ENI ENI S.P.A.
BAMNB KONINKLIJKE BAM GROEP NV
REP REPSOL SA
SIX2 SIXT SE
SLIGR SLIGRO FOOD GROUP N.V.
FDR FLUIDRA S.A.
MAU ETABLISSEMENTS MAUREL & PROM SA
FTG111 FLATEXDEGIRO AG
BP. BP P.L.C.
PWG PRODWAYS GROUP SA
THEP THERMADOR HOLDING SA
FAST FASTNED
ALHRS HYDROGEN REFUELING SOLUTIONS
SHEL SHELL PLC
CAN CANAL+
- Ahmed Ben Salem
- Baptiste Lebacq
TEMN TEMENOS AG
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
ALFOC FOCUS HOME INTERACTIVE SA
OSE OSE IMMUNOTHERAPEUTICS SA
HCO HIGHCO SA
GLO GL EVENTS SA
ENI ENI S.P.A.
BAMNB KONINKLIJKE BAM GROEP NV
REP REPSOL SA
SIX2 SIXT SE
SLIGR SLIGRO FOOD GROUP N.V.
FDR FLUIDRA S.A.
MAU ETABLISSEMENTS MAUREL & PROM SA
FTG111 FLATEXDEGIRO AG
BP. BP P.L.C.
PWG PRODWAYS GROUP SA
THEP THERMADOR HOLDING SA
FAST FASTNED
ALHRS HYDROGEN REFUELING SOLUTIONS
SHEL SHELL PLC
CAN CANAL+
- ING Helpdesk
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
- Guy Sips
- Hilde Van Boxstael
- Livio Luyten
- Michiel Declercq
- Thibault Leneeuw
- Wim Lewi
- Martijn Den Drijver
- ING Helpdesk
- Hilde Van Boxstael
- Livio Luyten
- Wim Lewi
- Maxime Kogge
BEKB BEKAERT SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
NXI NEXITY SA CLASS A
TFI TELEVISION FRANCAISE 1 SA
SZG SALZGITTER AG
VLS VALNEVA SE
VOE VOESTALPINE AG
ACX ACERINOX SA
ERA ERAMET SA
CTAC CTAC N.V.
NDA AURUBIS AG
MMT METROPOLE TELEVISION SA
RIEN RIETER HOLDING AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
RIO RIO TINTO PLC
BHP BHP GROUP LTD
AMAG AMAG AUSTRIA METALL AG
FQT FREQUENTIS AG WIENER
VUL VULCAN ENERGY RESOURCES
ORP ORPEA
LOUP SOCIETE L.D.C.
AAL ANGLO AMERICAN PLC
- Maxime Kogge
BEKB BEKAERT SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
NXI NEXITY SA CLASS A
TFI TELEVISION FRANCAISE 1 SA
SZG SALZGITTER AG
VLS VALNEVA SE
VOE VOESTALPINE AG
ACX ACERINOX SA
ERA ERAMET SA
CTAC CTAC N.V.
NDA AURUBIS AG
MMT METROPOLE TELEVISION SA
RIEN RIETER HOLDING AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
RIO RIO TINTO PLC
BHP BHP GROUP LTD
AMAG AMAG AUSTRIA METALL AG
FQT FREQUENTIS AG WIENER
VUL VULCAN ENERGY RESOURCES
ORP ORPEA
LOUP SOCIETE L.D.C.
AAL ANGLO AMERICAN PLC
- Philip Hettich
- Farid Bitari
- Nicolas David
TEMN TEMENOS AG
ALLIX WALLIX GROUP SA
CEN GROUPE CRIT SA
ZVTG ZAVAROVALNICA TRIGLAV D.D.
LXS LANXESS AG
CGM CEGEDIM SA
LSS LECTRA SA
NOEJ NORMA GROUP SE
SLHN SWISS LIFE HOLDING AG
IDIP INSTITUT DE DEVELOPPEMENT INDUSTRIEL SCA
ECV ENCAVIS AG
NEM NEMETSCHEK SE
AMS AMADEUS IT GROUP SA CLASS A
ALBFR SIDETRADE SA
AXS ACCSYS TECHNOLOGIES
SAP SAP SE
TMV TEAMVIEWER AG
KTA KNAUS TABBERT
DSY DASSAULT SYSTEMES SA
MTRK MOTORK LTD
ORP ORPEA
PLNW PLANISWARE
FERGR FERRARI GROUP PUBLIC LIMITED COMPANY
- Farid Bitari
- Nicolas David
TEMN TEMENOS AG
ALLIX WALLIX GROUP SA
CEN GROUPE CRIT SA
ZVTG ZAVAROVALNICA TRIGLAV D.D.
LXS LANXESS AG
CGM CEGEDIM SA
LSS LECTRA SA
NOEJ NORMA GROUP SE
SLHN SWISS LIFE HOLDING AG
ECV ENCAVIS AG
NEM NEMETSCHEK SE
AMS AMADEUS IT GROUP SA CLASS A
ALBFR SIDETRADE SA
AXS ACCSYS TECHNOLOGIES
SAP SAP SE
TMV TEAMVIEWER AG
KTA KNAUS TABBERT
DSY DASSAULT SYSTEMES SA
MTRK MOTORK LTD
ORP ORPEA
PLNW PLANISWARE
FERGR FERRARI GROUP PUBLIC LIMITED COMPANY
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