reports
- Carole Braudeau
Credit Morning 11/28/2025
Maxeda appoints advisors ahead of talks with creditors (9fin)|Isabel Marant: conference call feedback. The tone remains confident.|The FSB has published an updated list of G-SIB banks - DB faces lower capital surcharge.|MPS chief executive under investigation by Milan public prosecutor|
- Carole Braudeau
Morning Crédit 28/11/2025
Maxeda aurait engagé Kirkland & Ellis et Perella Weinberg (9fin)|Isabel Marant: feedback conference call. Le ton reste confiant|Le FSB a publié la liste updatée des banques G-SIBs - DB voit ses exigences baisser.|Le CEO de MPS sous enquête du Procureur de la République de Milan|
- ING Helpdesk
- Hilde Van Boxstael
- Livio Luyten
- Thomas Couvreur
- Wim Lewi
FORVIA Statement on Divestiture Processes
FORVIA Statement on Divestiture Processes PRESSRELEASE NANTERRE, FRANCE Friday, November 28, 2025 FORVIA Statement on Divestiture Processes Following recent media coverage, FORVIA aims to provide clarity to its employees, partners, and stakeholders regarding current divestiture processes. As previously announced, FORVIA has been carrying out a comprehensive strategic review of its portfolio. As a result, the Group has engaged certain processes to sell parts of its robust portfolio, which includes assets of its Interiors business group. As a listed company, FORVIA adheres to strict d...
Déclaration de FORVIA sur les processus de cession
Déclaration de FORVIA sur les processus de cession COMMUNIQUÉDE PRESSE NANTERRE, FranceVendredi 28 novembre 2025 Déclaration de FORVIA sur les processus de cession À la suite des récentes couvertures médiatiques, FORVIA souhaite apporter des clarifications à ses collaborateurs, partenaires et parties prenantes concernant les processus actuels de cession. Comme annoncé précédemment, FORVIA mène un examen stratégique approfondi de son portefeuille. En conséquence, le Groupe a engagé certains processus visant à céder des parties de son portefeuille, incluant des actifs de son Business Grou...
VGP and Areim Agree on Third Closing in 50:50 ‘SAGA’ Joint Venture
VGP and Areim Agree on Third Closing in 50:50 ‘SAGA’ Joint Venture PRESS RELEASE Regulated Information – Inside information Antwerp, Belgium 28 November 2025 (7.00 a.m. CET) VGP NV ('VGP') and AREIM Pan-European Logistics Fund (D) AB, announce an agreement on the third closing between VGP and their 50:50 joint venture, SAGA (The ‘Sixth Joint Venture’). The transaction comprises 17 logistics buildings and a parkhouse in 13 different VGP Parks among which are the first parks in Austria, Spain, Portugal and Italy due to the geographical extension of the joint venture. The transaction is ex...
VGP en Areim Bereiken Akkoord over Derde Closing in 50:50 'SAGA' Joint...
VGP en Areim Bereiken Akkoord over Derde Closing in 50:50 'SAGA' Joint Venture PERSBERICHT Gereglementeerde informatie - Voorwetenschap Antwerpen, België 28 november 2025(7.00 uur CET) VGP NV ('VGP') en AREIM Pan-European Logistics Fund (D) AB, kondigden vandaag de overeenkomst aan over een derde closing tussen VGP en hun 50:50 joint venture, SAGA (de 'Zesde Joint Venture'). De transactie omvat 17 logistieke gebouwen en één parkeergarage in 13 verschillende VGP-parken waaronder de eerste parken in Oostenrijk, Spanje, Portugal en Italië dankzij de geografische uitbreiding van de joint ven...
- Carole Braudeau
Credit Morning 11/26/2025
Celanese’s CFR downgraded by Moody’s with the outlook still negative|Plan to transfer all Auchan supermarkets to the Intermarché and Netto brands via a franchise agreement.|Mobilux: Q1 earnings down sharply but no leverage impact thanks to strong cash generation|Forvia: bids expected this week for the Interiors division, with a valuation of € 1.8-2.0bn|
- Carole Braudeau
Morning Crédit 26/11/2025
Celanese’s CFR downgraded by Moody’s with the outlook still negative|Projet de passage de tous les supermarchés Auchan sous enseigne Intermarché et Netto via un contrat de franchise|Mobilux : des résultats T1 en net repli mais sans impact levier grâce à une forte génération de cash|Forvia : des offres attendues cette semaine pour la division Interiors, avec une valorisation de 1.8-2.0 mds EUR|
- Jacob Mekhael
- Lynn Hautekeete
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
- Wim Lewi
VGP Model update, recurrent EPS increases with pipeline acceleration
At the 10m25 update, VGP gave optimistic guidance on its pipeline and JV closings as it completes projects over 2H25 and 1H26. VGP differs from most REITS due to its JV-structure. Initially it develops for its own portfolio and recycles the capital afterwards by selling into a JV. Hence, VGP realises valuation gains in 2 stages. First, at the start of the asset construction as an unrealised gain estimated by experts (not included in EPRA EPS). Secondly, as the asset is transferred to a JV on the...
- Wim Lewi
Switch on the Robots Automation and Energy Investments in Logistic/Ind...
Automation and Energy investments increase the value per sqm of landbank. Tenants are inclined to sign longer lease contracts to protect their significant investments. We expect to see more large warehouse automation projects over the next 12-18 months as the ROI increases thanks to technological innovations. The decision process seems to take longer due to the size of the investments. We believe the logistic segment offers an interesting investment opportunity. WDP trades at only 3% premium...
- Felix Fischer
FORVIA: Total number of voting rights and shares forming the share cap...
FORVIA: Total number of voting rights and shares forming the share capital Nanterre, 6 November 2025 Total number of voting rights and shares forming the share capital (Article L. 233-8 II of the French Commercial Code andArticle 223-16 of the General Regulation of the French Financial Markets Authority)__________________ Trading place: Euronext Paris Compartment: A ISIN Code: FR0000121147 LEI Code: 969500F0VMZLK2IULV85 DateNumber of sharesTotal number of theoretical voting rights (1)Total number of exercisable voting rights (2)31 October 2025197,089,340231,852,069220,072,647 (1) In ac...
FORVIA : Nombre total de droits de vote et d’actions composant le capi...
FORVIA : Nombre total de droits de vote et d’actions composant le capital Nanterre, le 6 novembre 2025 Nombre total de droits de vote et d’actions composant le capital(article L. 233-8 II du Code de commerce etarticle 223-16 du Règlement général de l’Autorité des marchés financiers)__________________ Place de cotation : Euronext Paris Compartiment : A Code ISIN : FR0000121147 Code LEI : 969500F0VMZLK2IULV85 DateNombre d’actionsNombre total de droits de vote théoriques (1)Nombre total de droits de vote exerçables (2)31 octobre 2025197 089 340231 852 069220 072 647 (1) Conformément aux d...
- Roy Külter
- Steven Boumans
- Emira Sagaama
- Hela Zarrouk
- Michael Foundoukidis
- Oliver Metzger
SESGL SES SA FDR (CLASS A)
RNO RENAULT SA
DAI DAIMLER AG
FGA FIGEAC AERO SA
LXS LANXESS AG
KCO KLOECKNER & CO SE
JCQ JACQUET METALS SA
BAMNB KONINKLIJKE BAM GROEP NV
GN GN STORE NORD A/S
SOLB SOLVAY SA
VOW3 VOLKSWAGEN AG PREF
GLB GLANBIA PLC
FIE FIELMANN AG
LNZ LENZING AG
DEZ DEUTZ AG
CFT COMPAGNIE FINANCIERE TRADITION
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
MELE MELEXIS NV
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
VGP VGP NV
11B 11 BIT STUDIOS S.A.
DIC DIC ASSET AG
WLN WORLDLINE SA
FNTN FREENET AG
GLPG GALAPAGOS NV
ATRY ATRYS HEALTH
INS INSTONE REAL ESTATE GROUP AG
S30 SOLUTIONS 30 SE
FSNT FASHIONETTE AG
STLA STELLANTIS N.V.
ANTIN ANTIN INFRASTRUCTURE PARTNERS
HGEA HGEARS AG
CTPNV CTP NV
FI-N GEORG FISCHER AG
VT5 VT5 ACQUISITION COMPANY AG
SHUR SHURGARD SELF STORAGE LIMITED
AF AIR FRANCE - KLM
- Carole Braudeau
Credit Morning 11/06/2025
Coty: Q1 earnings down sharply as expected, slightly more optimistic guidance for Q2|NIH attempts risky return to primary market|Sappi: EBITDA plummets in Q4 and the situation is unlikely to improve in the short term|Worldline presents its transformation plan and plans a capital increase of € 500m|Air Baltic: a new liquidity injection seems unavoidable|
- Carole Braudeau
Morning Crédit 06/11/2025
Coty : Résultats T1 en net repli comme attendu, guidance légèrement plus optimiste pour le T2|NIH tente un retour risqué sur le marché primaire|Sappi : l’EBITDA s’effondre au T4 et la situation ne devrait pas s’arranger à court-terme|Worldline présente son plan de transformation et compte réaliser une augmentation de capital de 500 m EUR|Air Baltic: a new liquidity injection seems unavoidable|
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