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Benoit Valleaux ... (+2)
  • Benoit Valleaux
  • Steven Gould
ACA CREDIT AGRICOLE SA
FP TOTAL SE
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
KNEBV KONE OYJ CLASS B
LI KLEPIERRE SA
COV COVIVIO SA
RI PERNOD RICARD SA
GFC GECINA SA
NXI NEXITY SA CLASS A
WTB WHITBREAD PLC
DAI DAIMLER AG
FLY SOCIETE FONCIERE LYONNAISE SA
GYC GRAND CITY PROPERTIES SA
LSEG LONDON STOCK EXCHANGE GROUP PLC
MERY MERCIALYS SA
GLE SOCIETE GENERALE S.A. CLASS A
WHA WERELDHAVE N.V.
TEP TELEPERFORMANCE SE
BLND BRITISH LAND COMPANY PLC
KOF KAUFMAN & BROAD SA
ALTA ALTAREA SCA
VNA VONOVIA SE
REE RED ELECTRICA CORP. SA
ENI ENI S.P.A.
XIOR XIOR STUDENT HOUSING N.V.
SCHP SCHINDLER HOLDING AG PREF
BAS BASF SE
AIR AIRBUS SE
VOW3 VOLKSWAGEN AG PREF
ICAD ICADE SA
01913 PRADA S.P.A.
REP REPSOL SA
BYG BIG YELLOW GROUP PLC
COFB COFINIMMO SA
NEM NEMETSCHEK SE
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
FCC FOMENTO DE CONSTRUCCIONES Y CONTRATAS S.A.
VASTB VASTNED RETAIL BELGIUM NV
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
CPINV CARE PROPERTY INVEST SA
SAFE SAFESTORE HOLDINGS PLC
ARG ARGAN SA
CABK CAIXABANK SA
IBE IBERDROLA SA
VGP VGP NV
COLO B COLOPLAST A/S CLASS B
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
INGA ING GROEP NV
DKG DEUTSCHE KONSUM REIT-AG
BP. BP P.L.C.
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
DWS DWS GROUP GMBH & CO. KGAA
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
ADYEN ADYEN NV
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
MRNA MODERNA INC.
WDP WAREHOUSES DE PAUW SCA
STLA STELLANTIS N.V.
ECMPA EUROCOMMERCIAL PROPERTIES NV
CTPNV CTP NV
SHEL SHELL PLC
ONE ONE UNITED PROPERTIES SA
LIN LINDE PUBLIC LIMITED COMPANY
SHUR SHURGARD SELF STORAGE LIMITED
TEN TENARIS S.A.
Benoit Valleaux ... (+2)
  • Benoit Valleaux
  • Steven Gould
ACA CREDIT AGRICOLE SA
FP TOTAL SE
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
KNEBV KONE OYJ CLASS B
LI KLEPIERRE SA
COV COVIVIO SA
RI PERNOD RICARD SA
GFC GECINA SA
NXI NEXITY SA CLASS A
WTB WHITBREAD PLC
DAI DAIMLER AG
FLY SOCIETE FONCIERE LYONNAISE SA
GYC GRAND CITY PROPERTIES SA
LSEG LONDON STOCK EXCHANGE GROUP PLC
MERY MERCIALYS SA
GLE SOCIETE GENERALE S.A. CLASS A
WHA WERELDHAVE N.V.
TEP TELEPERFORMANCE SE
BLND BRITISH LAND COMPANY PLC
KOF KAUFMAN & BROAD SA
ALTA ALTAREA SCA
VNA VONOVIA SE
REE RED ELECTRICA CORP. SA
ENI ENI S.P.A.
XIOR XIOR STUDENT HOUSING N.V.
SCHP SCHINDLER HOLDING AG PREF
BAS BASF SE
AIR AIRBUS SE
VOW3 VOLKSWAGEN AG PREF
ICAD ICADE SA
01913 PRADA S.P.A.
REP REPSOL SA
BYG BIG YELLOW GROUP PLC
COFB COFINIMMO SA
NEM NEMETSCHEK SE
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
FCC FOMENTO DE CONSTRUCCIONES Y CONTRATAS S.A.
VASTB VASTNED RETAIL BELGIUM NV
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
CPINV CARE PROPERTY INVEST SA
SAFE SAFESTORE HOLDINGS PLC
ARG ARGAN SA
CABK CAIXABANK SA
IBE IBERDROLA SA
VGP VGP NV
COLO B COLOPLAST A/S CLASS B
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
INGA ING GROEP NV
DKG DEUTSCHE KONSUM REIT-AG
BP. BP P.L.C.
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
DWS DWS GROUP GMBH & CO. KGAA
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
ADYEN ADYEN NV
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
MRNA MODERNA INC.
WDP WAREHOUSES DE PAUW SCA
STLA STELLANTIS N.V.
ECMPA EUROCOMMERCIAL PROPERTIES NV
CTPNV CTP NV
SHEL SHELL PLC
ONE ONE UNITED PROPERTIES SA
LIN LINDE PUBLIC LIMITED COMPANY
SHUR SHURGARD SELF STORAGE LIMITED
TEN TENARIS S.A.
Roland Pfaender ... (+5)
  • Roland Pfaender
  • MBA
  • CFA
  • CCRA
  • Steven Gould
Baptiste Salaville ... (+4)
  • Baptiste Salaville
  • Bruno Cavalier
  • Maissa Keskes
  • Stephane Houri
CON CONTINENTAL AKTIENGESELLSCHAFT
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
RNO RENAULT SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
LI KLEPIERRE SA
COV COVIVIO SA
EO FAURECIA SA
GFC GECINA SA
NXI NEXITY SA CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
DAI DAIMLER AG
FLY SOCIETE FONCIERE LYONNAISE SA
GYC GRAND CITY PROPERTIES SA
POM PLASTIC OMNIUM SE
MERY MERCIALYS SA
NOKIA NOKIA OYJ
TYRES NOKIAN RENKAAT OYJ
EL ESSILORLUXOTTICA SA
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
REE RED ELECTRICA CORP. SA
FR VALEO SE
XIOR XIOR STUDENT HOUSING N.V.
RWE RWE AG
VOW3 VOLKSWAGEN AG PREF
ICAD ICADE SA
01913 PRADA S.P.A.
COFB COFINIMMO SA
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
PSPN PSP SWISS PROPERTY AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
CIE CIE AUTOMOTIVE S.A.
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
MONC MONCLER SPA
CPINV CARE PROPERTY INVEST SA
SKF B SKF AB CLASS B
ARG ARGAN SA
CABK CAIXABANK SA
IBE IBERDROLA SA
VGP VGP NV
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
LRE LAR ESPANA REAL ESTATE SOCIMI SA
MERLIN MERLIN PROPERTIES SOCIMI S.A.
RACE FERRARI NV
DKG DEUTSCHE KONSUM REIT-AG
RIO RIO TINTO PLC
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
PIRC PIRELLI & C. S.P.A.
STM STMICROELECTRONICS NV
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
DWS DWS GROUP GMBH & CO. KGAA
GEST GESTAMP AUTOMOCION S.A.
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
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
STLA STELLANTIS N.V.
ECMPA EUROCOMMERCIAL PROPERTIES NV
CTPNV CTP NV
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
SHUR SHURGARD SELF STORAGE LIMITED
ALIV SDB AUTOLIV INC.
BRE BREMBO S.P.A.
Baptiste Salaville ... (+4)
  • Baptiste Salaville
  • Bruno Cavalier
  • Maissa Keskes
  • Stephane Houri
CON CONTINENTAL AKTIENGESELLSCHAFT
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
RNO RENAULT SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
LI KLEPIERRE SA
COV COVIVIO SA
EO FAURECIA SA
GFC GECINA SA
NXI NEXITY SA CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
DAI DAIMLER AG
FLY SOCIETE FONCIERE LYONNAISE SA
GYC GRAND CITY PROPERTIES SA
POM PLASTIC OMNIUM SE
MERY MERCIALYS SA
NOKIA NOKIA OYJ
TYRES NOKIAN RENKAAT OYJ
EL ESSILORLUXOTTICA SA
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
REE RED ELECTRICA CORP. SA
FR VALEO SE
XIOR XIOR STUDENT HOUSING N.V.
RWE RWE AG
VOW3 VOLKSWAGEN AG PREF
ICAD ICADE SA
01913 PRADA S.P.A.
COFB COFINIMMO SA
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
PSPN PSP SWISS PROPERTY AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
CIE CIE AUTOMOTIVE S.A.
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
MONC MONCLER SPA
CPINV CARE PROPERTY INVEST SA
SKF B SKF AB CLASS B
ARG ARGAN SA
CABK CAIXABANK SA
IBE IBERDROLA SA
VGP VGP NV
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
LRE LAR ESPANA REAL ESTATE SOCIMI SA
MERLIN MERLIN PROPERTIES SOCIMI S.A.
RACE FERRARI NV
DKG DEUTSCHE KONSUM REIT-AG
RIO RIO TINTO PLC
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
PIRC PIRELLI & C. S.P.A.
STM STMICROELECTRONICS NV
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
DWS DWS GROUP GMBH & CO. KGAA
GEST GESTAMP AUTOMOCION S.A.
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
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
STLA STELLANTIS N.V.
ECMPA EUROCOMMERCIAL PROPERTIES NV
CTPNV CTP NV
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
SHUR SHURGARD SELF STORAGE LIMITED
ALIV SDB AUTOLIV INC.
BRE BREMBO S.P.A.
Roland Pfaender ... (+5)
  • Roland Pfaender
  • MBA
  • CFA
  • CCRA
  • Steven Gould
 PRESS RELEASE

EQS-News: DWS with Record Revenues, Doubled Long-Term Net Inflows and ...

EQS-News: DWS Group GmbH & Co. KGaA / Key word(s): Quarter Results/Annual Results DWS with Record Revenues, Doubled Long-Term Net Inflows and Significantly Increased Profit in 2024; Increased Dividend Proposed 30.01.2025 / 06:58 CET/CEST The issuer is solely responsible for the content of this announcement.   DWS continued to successfully deliver on its strategy with doubled long-term net inflows and Assets under Management on a record level. Higher revenues and profit in 2024 and one of the best quarterly revenues and adjusted pre-tax profits ever in Q4 2024 mark signif...

 PRESS RELEASE

EQS-News: DWS mit Rekorderträgen, verdoppeltem Langfrist-Nettomittelau...

EQS-News: DWS Group GmbH & Co. KGaA / Schlagwort(e): Quartalsergebnis/Jahresergebnis DWS mit Rekorderträgen, verdoppeltem Langfrist-Nettomittelaufkommen und signifikant höherem Gewinn im Jahr 2024; höhere Dividende vorgeschlagen 30.01.2025 / 06:58 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich.   DWS setzt Strategie weiter erfolgreich um, verdoppelt Langfrist-Nettomittelaufkommen und erzielt verwaltetes Vermögen auf Rekordniveau. Höhere Erträge und höherer Gewinn im Jahr 2024 sowie eines der besten jemals erzielten Quartalsergebnisse...

Roland Pfaender ... (+5)
  • Roland Pfaender
  • MBA
  • CFA
  • CCRA
  • Steven Gould

DWS : Q3 2024 results points to cost management ahead of expectations

>Q3 2024 results slightly ahead of consensus expectations - DWS reported Q3 2024 adj. pre-tax result of € 262m ahead of € 250m consensus estimate and below our € 267m estimate. The drivers for the positive deviation to consensus were linked to higher-than-expected management fees and other revenues (while performance fees were below expectations) and a lower-than-expected adj. cost base. Net flows surprised positively with € 18.3bn in the quarter vs € 14.2bn consensus...

 PRESS RELEASE

EQS-News: Q3 2024: DWS mit den bisher höchsten Langfrist-Nettomittelzu...

EQS-News: DWS Group GmbH & Co. KGaA / Schlagwort(e): Quartalsergebnis/9-Monatszahlen Q3 2024: DWS mit den bisher höchsten Langfrist-Nettomittelzuflüssen und weiterem Anstieg des Gewinns 23.10.2024 / 06:59 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Die DWS setzt ihre Strategie weiter erfolgreich um. Das starke Langfrist-Nettomittelaufkommen, ein verwaltetes Vermögen auf Rekordniveau sowie höhere Erträge und ein höherer Gewinn nach neun Monaten sind wichtige Schritte, um die für 2025 angepeilten Finanzziele zu erreichen Nettomitte...

 PRESS RELEASE

EQS-News: Q3 2024: DWS with Highest-Ever Long-Term Net Inflows and Fur...

EQS-News: DWS Group GmbH & Co. KGaA / Key word(s): Quarter Results/9 Month figures Q3 2024: DWS with Highest-Ever Long-Term Net Inflows and Further Increased Profit 23.10.2024 / 06:59 CET/CEST The issuer is solely responsible for the content of this announcement. Continued successful delivery of DWS’ strategy with strong Long-term net inflows, Assets under Management on a record level and higher revenues and profit in the first nine months mark a significant step forward for the company reaching its financial targets for 2025 Record Long-term net flows (ex Cash and Advis...

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

B&S: Preview - chasing growth, battling cost inflation. CTP: 1H24 results call highlights. D'Ieteren: Belron US peer Boyd reports slightly better 2Q24 but outlook still weak. Fastned: Preview 1H24. Lotus Bakeries: Strong volume growth beat. Xior Student Housing: 1H24 results call highlights. Coverage change

Roland Pfaender ... (+5)
  • Roland Pfaender
  • MBA
  • CFA
  • CCRA
  • Steven Gould

DWS : Q2 2024 below estimates; H2 2024e flow momentum set to improve

>DWS reported Q2 2024 adj. pre-tax profit of € 249m, down 4% y-o-y - DWS reported Q2 2024 adj. pre-tax profit of € 249m, down 4% y-o-y and below the € 256m consensus and our estimate of € 268m. The miss was driven by slightly lower revenues triggered by low performance fees and slightly higher costs than anticipated. Net flows were negative with € 18.7bn (H1 2024 -€ 10.9bn). Long-term net flows (excl. Cash and Advisory Services) stood at a negative € 6.0bn (H1 2024 + ...

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

ASM: 2Q24 results; Beat and raise. DWS: Swimming against the tide. Elia: Okay 1H24 results, outlook raised KPN: 1% EBITDAal beat on €10-15m asset sale, guidance reiterated, includes asset sale. Melexis: Preview 2Q24; focus on the cycle. Sofina: 1H24 NAV underperforms the markets, but hopeful message of improved momentum in sourcing growth. Universal Music Group: Spotify 2Q24 and guidance beat on margins; YouTube ad revenues disappoint. Wereldhave: Analyst call highlights. Events Calendar

 PRESS RELEASE

EQS-News: Q2 2024: DWS Increased Revenues and Profit and Raises Outloo...

EQS-News: DWS Group GmbH & Co. KGaA / Key word(s): Half Year Results/Quarter Results Q2 2024: DWS Increased Revenues and Profit and Raises Outlook for 2024 24.07.2024 / 06:59 CET/CEST The issuer is solely responsible for the content of this announcement. DWS raises outlook for adjusted revenues, adjusted pre-tax profit and earnings per share for 2024 Adjusted Cost-Income Ratio (CIR) improved to 63.2% in Q2 (Q1 2024: 64.7%) and with 63.9% in H1 in line with DWS’ outlook for full year 2024 Adjusted revenues increased to EUR 678m in Q2 (Q1 2024: EUR 653m), up 4% driven by ...

 PRESS RELEASE

EQS-News: Q2 2024: DWS steigert Erträge und Gewinn und hebt Prognose f...

EQS-News: DWS Group GmbH & Co. KGaA / Schlagwort(e): Halbjahresergebnis/Quartalsergebnis Q2 2024: DWS steigert Erträge und Gewinn und hebt Prognose für 2024 an 24.07.2024 / 06:59 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich.   DWS hebt Prognose für bereinigte Erträge, bereinigten Vorsteuergewinn und Ergebnis je Aktie für 2024 an Bereinigte Aufwand-Ertrag-Relation (CIR) in Q2 auf 63,2% verbessert (Q1 2024: 64,7%) und mit 63,9% in H1 im Einklang mit dem Ausblick der DWS für das Gesamtjahr 2024 Bereinigte Erträge in Q2 auf EUR 678 M...

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