reports
- 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.
- Christophe-Raphaël Ganet
- Luis de Toledo Heras
ITP INTERPARFUMS
RWE RWE AG
AALB AALBERTS N.V.
SEFER SERGEFERRARI GROUP SA
SSO SCATEC ASA
ENG ENAGAS SA
DGM DIAGNOSTIC MEDICAL SYSTEMS
GLPG GALAPAGOS NV
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
COPN COSMO PHARMACEUTICALS NV
HOME NEINOR HOMES SA
GRE GRENERGY RENOVABLES
DSC1 DUTCH STAR C SHAR
OVH OVH GROUPE
ALLFG ALLFUNDS (UK) LTD
FLOW FLOW TRADERS LTD
PLNW PLANISWARE
ATO ATOS SE
- Delphine Brault
- Nathan Mietlicki
- Luis de Toledo Heras
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
ITP INTERPARFUMS
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
RWE RWE AG
01913 PRADA S.P.A.
AALB AALBERTS N.V.
MONC MONCLER SPA
SEFER SERGEFERRARI GROUP SA
SSO SCATEC ASA
ENG ENAGAS SA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
DGM DIAGNOSTIC MEDICAL SYSTEMS
GLPG GALAPAGOS NV
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
COPN COSMO PHARMACEUTICALS NV
HOME NEINOR HOMES SA
GRE GRENERGY RENOVABLES
DSC1 DUTCH STAR C SHAR
OVH OVH GROUPE
ALLFG ALLFUNDS (UK) LTD
ZGN ERMENEGILDO ZEGNA NV
FLOW FLOW TRADERS LTD
PLNW PLANISWARE
ATO ATOS SE
- Delphine Brault
- Nathan Mietlicki
GET GETLINK SE
EDEN EDENRED SA
ENGI ENGIE SA.
BNP BNP PARIBAS SA CLASS A
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
OR L'OREAL SA
KER KERING SA
RWE RWE AG
CAP CAPGEMINI SE
01913 PRADA S.P.A.
MONC MONCLER SPA
SSO SCATEC ASA
ASSA B ASSA ABLOY AB CLASS B
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
BHP BHP GROUP LTD
GRE GRENERGY RENOVABLES
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
ZGN ERMENEGILDO ZEGNA NV
- Christophe-Raphaël Ganet
- Christophe-Raphaël Ganet
- Anis Zgaya
- Louis Boujard
- CFA
ODDO : Engie & Grenergy : deux belles options pour jouer le stockage à...
Le stockage à grande échelle par batteries émerge comme une solution économique et rentable pour répondre aux besoins croissants de flexibilité des réseaux et à la problématique de la cannibalisation des prix liés à l’essor des énergies renouvelables intermittentes. Sur la base du plan de Capex estimé, nous sélectionnons Engie (Surperformance et OC à 22.5 €) dans le segment des Utilities intégrées et Grenergy (Surperformance, OC 90 € vs 81 €) dans celui des IPP pour s’exposer à cette thématique....
- Anis Zgaya
- Louis Boujard
- CFA
ODDO : Engie & Grenergy: two great options for large-scale storage
Large-scale battery storage is emerging as a cost-effective and profitable solution to the growing need for grid flexibility and the problem of price cannibalisation caused by the rise of intermittent renewable energies.. Based on the percentage of the estimated capex plan, we select Engie (Outperform and target price at € 22.5) in the integrated utilities segment and Grenergy (Outperform, target price € 90 vs € 81) in the IPP segment to gain exposure to this theme. We maintain our Outperformanc...
- 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
DEME takes delivery of new wind turbine installation vessel Norse Wind
DEME takes delivery of new wind turbine installation vessel Norse Wind DEME has taken delivery of its new wind turbine installation vessel Norse Wind at the CIMC Raffles Shipyard. Designed to install the next generation of offshore wind turbines, the vessel combines advanced technology and sustainable design features to offer unrivalled installation capability. Attachment
DEME neemt nieuw installatieschip voor windturbines Norse Wind in ontv...
DEME neemt nieuw installatieschip voor windturbines Norse Wind in ontvangst DEME heeft zijn nieuwe installatieschip voor windturbines, Norse Wind, in ontvangst genomen op de CIMC Raffles-scheepswerf. Het schip is ontworpen voor de installatie van de volgende generatie offshore windturbines en combineert geavanceerde technologie met een duurzaam ontwerp voor maximale efficiëntie en capaciteit. Bijlage
- Anthony Dick
- Michael Foundoukidis
GET GETLINK SE
SGO COMPAGNIE DE SAINT-GOBAIN SA
MT ARCELORMITTAL SA
CA CARREFOUR SA
BEKB BEKAERT SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
SK SEB SA
SSAB A SSAB AB CLASS A
RHM RHEINMETALL AG
SZG SALZGITTER AG
VOE VOESTALPINE AG
ACX ACERINOX SA
ERA ERAMET SA
HEN3 HENKEL AG & CO. KGAA PREF
NDA AURUBIS AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
ABI ANHEUSER-BUSCH INBEV SA/NV
RIO RIO TINTO PLC
BHP BHP GROUP LTD
AMAG AMAG AUSTRIA METALL AG
8TRA TRATON SE
ENR SIEMENS ENERGY AG
VUL VULCAN ENERGY RESOURCES
SHEL SHELL PLC
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
- Anthony Dick
- Michael Foundoukidis
GET GETLINK SE
SGO COMPAGNIE DE SAINT-GOBAIN SA
MT ARCELORMITTAL SA
CA CARREFOUR SA
BEKB BEKAERT SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
SK SEB SA
SSAB A SSAB AB CLASS A
RHM RHEINMETALL AG
SZG SALZGITTER AG
VOE VOESTALPINE AG
ACX ACERINOX SA
ERA ERAMET SA
HEN3 HENKEL AG & CO. KGAA PREF
NDA AURUBIS AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
ABI ANHEUSER-BUSCH INBEV SA/NV
RIO RIO TINTO PLC
BHP BHP GROUP LTD
AMAG AMAG AUSTRIA METALL AG
8TRA TRATON SE
ENR SIEMENS ENERGY AG
VUL VULCAN ENERGY RESOURCES
SHEL SHELL PLC
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
- Maxime Kogge
BEKB BEKAERT SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
SZG SALZGITTER AG
VOE VOESTALPINE AG
ACX ACERINOX SA
ERA ERAMET SA
NDA AURUBIS AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
RIO RIO TINTO PLC
BHP BHP GROUP LTD
AMAG AMAG AUSTRIA METALL AG
VUL VULCAN ENERGY RESOURCES
AAL ANGLO AMERICAN PLC
- Maxime Kogge
BEKB BEKAERT SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
SZG SALZGITTER AG
VOE VOESTALPINE AG
ACX ACERINOX SA
ERA ERAMET SA
NDA AURUBIS AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
RIO RIO TINTO PLC
BHP BHP GROUP LTD
AMAG AMAG AUSTRIA METALL AG
VUL VULCAN ENERGY RESOURCES
AAL ANGLO AMERICAN PLC
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