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ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

ABN AMRO: 3Q may still support shares to CMD. Aedifica: €13m investment in the Netherlands. Basic-Fit: Strong 3Q25 results; beat on membership ingrowth, on track to reiterated FY25. BE Semiconductor Industries: 3Q25 Preview, order intake is key. IMCD: Acquisition of Dong Yang FT. RELX: Preview 9M25. Signify: 3Q25 preview, more back-end loaded. Staffing: Manpower 3Q25 in line on better revenue trend, 4Q25 outlook cautious. WDP: Results in line, guidance reconfirmed

Delphine Brault ... (+2)
  • Delphine Brault
  • Nathan Mietlicki
Delphine Brault ... (+2)
  • Delphine Brault
  • Nathan Mietlicki
Felix Fischer ... (+3)
  • Felix Fischer
  • Haidje Rustau
  • Tanvi Arora

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: TDC NET, Altice France (SFR), Rexel, PureGym

 PRESS RELEASE

IPSEN - Buy-back programme - Art 5 of MAR - Week 41 - 2025

IPSEN - Buy-back programme - Art 5 of MAR - Week 41 - 2025 Aggregated presentation by day and by marketStatement of transactions in own shares from October 06th to October 10th 2025       Name of the issueIdentity code of the issuer (Legal Entity Identifier) Day of the transactionIdentity code of the financial instrument Total daily volume (in number of shares)Daily weighted average purchase price of the sharesMarket (MIC Code) IPSEN549300M6SGDPB4Z94P1106/10/2025FR0010259150300115,30AQEUIPSEN549300M6SGDPB4Z94P1106/10/2025FR00102591501300115,21923CCXEIPSEN549300M6SGDPB4Z94P1106/10/2025FR001...

 PRESS RELEASE

IPSEN - Achats effectués dans les conditions de l'Article 5 du Règleme...

IPSEN - Achats effectués dans les conditions de l'Article 5 du Règlement MAR - Semaine 41 - 2025 Présentation agrégée par jour et par marchéDéclaration des transactions sur actions propres réalisées du 06 Octobre au 10 Octobre 2025       Nom de l'émetteurCode identifiant de l'émetteur (code LEI)Jour de la transactionCode identifiant de l'instrument financierVolume total journalier (en nombre de titres)Prix pondéré moyen journalier d'acquisitionCode identifiant marchéIPSEN549300M6SGDPB4Z94P1106/10/2025FR0010259150300115,30AQEUIPSEN549300M6SGDPB4Z94P1106/10/2025FR00102591501300115,21923CCXEIP...

Carole Braudeau
  • Carole Braudeau

Credit Morning 10/15/2025

Rexel: solid Q3 sales despite lack of price acceleration.|LVMH: Q3 sales exceed expectations, confident for 2026|Bouygues, Iliad and Orange make a joint bid for a large part of SFR assets|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 15/10/2025

Rexel : un bon CA T3 malgré l’absence d’accélération sur les prix.|LVMH : CA T3 supérieur aux attentes, ton plus assuré pour 2026|Bouygues, Iliad et Orange font une offre commune sur la majeure partie des actifs de SFR|

Delphine Brault ... (+2)
  • Delphine Brault
  • Nathan Mietlicki
Delphine Brault ... (+2)
  • Delphine Brault
  • Nathan Mietlicki
 PRESS RELEASE

Rexel: Robert Schuchna coopted as a Director

Rexel: Robert Schuchna coopted as a Director ROBERT SCHUCHNA COOPTED AS A DIRECTOR At its meeting of 14 October 2025, Rexel’s Board of Directors unanimously co‑opted, on the recommendation of the Nomination, Governance and CSR Committee, Robert Schuchna as a non‑independent member of the Board, effective 15 October 2025. A partner at Cevian Capital, Robert Schuchna joins the Board following a proposal from Cevian, which holds approximately 23% of Rexel’s share capital. He succeeds Marcus Alexanderson, a non-independent Director who was also proposed by Cevian in May 2017 and who has annou...

 PRESS RELEASE

Rexel: Q3 2025 sales

Rexel: Q3 2025 sales  Q3 2025 SALESSame-day sales up +3.0%, increasing sequentially for sixth consecutive quarterGrowth driven by solid North America, slightly improving trends in Europe FY 25 targets confirmed → Q3 25 sales of €4,758m, up +3.0% on a same-day basis North America up +7.4% on a same-day basis High-growth verticals (datacenters and broadband infrastructure) contributing to more than 50% of the growth in the USContinued investment to accelerate penetration in those verticals: new datacenter-focused distribution center in Reno (NV), expansion of Talley in CanadaGood pass-throug...

 PRESS RELEASE

Rexel : Ventes du T3 2025

Rexel : Ventes du T3 2025 Ventes du T3 2025Ventes à jours constants en hausse de +3,0%, en progression séquentielle pour le sixième trimestre consécutifCroissance portée par l'Amérique du Nord, légère amélioration des tendances en EuropeObjectifs annuels 2025 confirmés → Ventes de 4 758M€ au T3 2025, en hausse de +3,0% à jours constants L'Amérique du Nord progresse de +7,4% à jours constants Les segments à forte croissance (datacenters et infrastructures à haut débit) contribuant pour plus de 50% de la progression des États-UnisPoursuite des investissements pour accélérer la pénétration d...

 PRESS RELEASE

Rexel: Robert Schuchna coopté en tant qu'administrateur

Rexel: Robert Schuchna coopté en tant qu'administrateur ROBERT SCHUCHNA COOPTE EN TANT QU’ADMINISTRATEUR Lors de sa réunion du 14 octobre 2025, le Conseil d’administration de Rexel a coopté à l’unanimité, sur recommandation du Comité des nominations, de la gouvernance et de la RSE, Robert Schuchna en tant que membre non-indépendant du Conseil, à effet du 15 octobre. Associé chez Cevian Capital, Robert Schuchna rejoint le Conseil à la suite de la proposition formulée par Cevian, lequel détient environ 23 % du capital de Rexel. Il succède à Marcus Alexanderson, administrateur non-indépendan...

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