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- ING Helpdesk
Benelux Morning Notes
Arcadis: US peer Aecom sets a new standard for EBITDA margin potential. Belgian telecoms: Orange Belgium price increases from January. CFE: Keeps outlook, materially lower QoQ net debt. Flow Traders: Market volumes improve in October. IMCD: Awaiting a recovery. Kinepolis: Launches retail bond issuance for €100-150m. NEPI Rockcastle: Sound operational performance continues. Universal Music Group: EU to warn on Downtown deal
- Wim Hoste
Titan Firing on all cylinders – upping Target Price
After having achieved solid earnings growth in the past four years, TITAN recently announced new, ambitious mid-term targets which call for a € 1bn EBITDA by 2029, which represents 62% growth from the current EBITDA. TITAN is seeking growth in both its core heavy materials businesses as well as through growing its alternative cementitious materials platform and enlarging the product portfolio (eg in precast solutions). The rock solid balance sheet with a net debt/EBITDA of only 0.5x gives TITAN ...
PRESS RELEASE: CMB.TECH announces Q3 2025 results on 26/11/2025
PRESS RELEASE: CMB.TECH announces Q3 2025 results on 26/11/2025 Antwerp, Nov. 14, 2025 (GLOBE NEWSWIRE) -- CMB.TECH NV (NYSE: CMBT & Euronext: CMBT) (“CMBT”, “CMB.TECH” or “the Company”) will release its third quarter 2025 earnings prior to market opening on Wednesday 26 November 2025 and will host a conference call at 8 a.m. EST / 2 p.m. CET to discuss the results for the quarter.The call will be a webcast with an accompanying slideshow. You can find the details of this conference call below and on the of the website. The presentation, recording & transcript will also be available on th...
Bonduelle - Combined General Meeting of December 4, 2025: Statement of...
Bonduelle - Combined General Meeting of December 4, 2025: Statement of availibilty of documents BONDUELLE Head office: "La Woestyne" - 59173 Renescure - FranceBonduelle a French S.C.A (Partnership limited by Shares) with a capital of 57 102 699,50 eurosRegistered under number : 447 250 044 ( Dunkerque Commercial and Companies Register) Villeneuve d’Ascq, November 13, 2025 Press release COMBINED GENERAL MEETING OF DECEMBER 4, 2025 Statement of availability of documents Shareholders are invited to attend the Combined General Meeting to be held on December 4, 2025 at 5 p.m. at the Compa...
Bonduelle - Assemblée générale mixte du 4 décembre 2025 : Modalités de...
Bonduelle - Assemblée générale mixte du 4 décembre 2025 : Modalités de mise à disposition des documents préparatoires BONDUELLE Siège social - "La Woestyne" - 59173 Renescure - FranceBonduelle SCA - Société en commandite par actions au capital de 57 102 699,50 eurosRCS DUNKERQUE 447 250 044 Villeneuve d’Ascq, le 13 novembre 2025 Communiqué ASSEMBLÉE GÉNÉRALE MIXTE DU 4 DÉCEMBRE 2025 MODALITÉS DE MISE À DISPOSITION DES DOCUMENTS PRÉPARATOIRES Les actionnaires de la Société sont invités à participer à l’Assemblée Générale Mixte qui se tiendra le 4 décembre 2025 à 17 heures, au siège ...
- Wim Hoste
Titan Feedback CMD
Yesterday TITAN announced its 2029 financial ambitions which call for a € 1bn EBITDA by 2029, which was well above our and consensus forecasts of respectively € 723m and € 735m. The group explained in its CMD that, starting from a strong balance sheet, it can deploy up to €3bn in growth investments until 2029 and aims to spend about half of that amount on M&A and the remainder on organic growth projects. Growing US cement capacity, decarbonization initiatives (mainly in Europe), growing the alte...
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
Upside Ahead for Gold and Silver; DXY Below $100.25 We remain near-term bullish since our 4/22/25 Compass, and our intermediate-term outlook remains bullish as well (as of our 5/14/25 Compass). We will maintain our bullish intermediate-term outlook as long as market dynamics remain healthy and the S&P 500 (SPX) is above 6200. We have also discussed weekly since our 10/14/25 Compass how our near-term bullish outlook remains intact as long as the SPX holds above the 3-month uptrend, which coincid...
VIAV VIAVI SOLUTIONS INC
SEDG SOLAREDGE TECHNOLOGIES INC.
GLW CORNING INC
EURN EURONAV NV
DHT DHT HOLDINGS INC.
CSIQ CANADIAN SOLAR INC.
CIEN CIENA CORPORATION
NVGS NAVIGATOR HOLDINGS
KNOP KNOT OFFSHORE PARTNERS
NAT NORDIC AMERICAN TANKERS LIMITED
FSLR FIRST SOLAR INC.
JKS JINKOSOLAR HOLDING CO. LTD. SPONSORED ADR
INSW INTERNATIONAL SEAWAYS INC.
OCC OPTICAL CABLE
STNG SCORPIO TANKERS INC.
TNP TSAKOS ENERGY NAVIGATION LTD.
FRO FRONTLINE PLC
ENLT ENLIGHT RENEWABLE ENERGY LTD
TNK TEEKAY TANKERS LTD.
TE ALUSSA ENERGY ACQUISITION CORP
TK TEEKAY CORPORATION LTD.
NXT KON TUM CONSTRUCTION MATERIALS ORD
- Wim Hoste
Titan Ambitious € 1bn EBITDA target for 2029 set at the occasion of th...
TITAN's 2029 financial ambitions call for an 11-13% EBITDA CAGR to reach € 1bn by 2029, which is well above our and consensus forecasts of respectively € 723m and € 735m. Whilst the ambitions are above our forecasts, the roadmap itself is no key surprise, with ao a focus on growing US cement capacity, decarbonization initiatives (mainly in Europe), growing the alternative cementitious platform and enlarging the product portfolio (eg in precast solutions). We await more clarity and explanation at...
- Bruno Cavalier
- Thijs Berkelder
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
SZG SALZGITTER AG
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
ALCLS CELLECTIS SA
KER KERING SA
01913 PRADA S.P.A.
KRN KRONES AG
MLP MLP SE
CCC CCC SA
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
TRE TECNICAS REUNIDAS SA
ZGN ERMENEGILDO ZEGNA NV
DEME DEME GROUP NV
STM STABILUS SE
- Bruno Cavalier
- Thijs Berkelder
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
SZG SALZGITTER AG
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
ALCLS CELLECTIS SA
KER KERING SA
01913 PRADA S.P.A.
KRN KRONES AG
MLP MLP SE
CCC CCC SA
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
TRE TECNICAS REUNIDAS SA
ZGN ERMENEGILDO ZEGNA NV
DEME DEME GROUP NV
STM STABILUS SE
- Maxime Kogge
- Maxime Kogge
- Charlotte Vaisse
- Emira Sagaama
- Jerôme Bodin
- Marc Lavaud
APAML APERAM SA
SBS STRATEC SE
LEI LEIFHEIT AG
DEC JCDECAUX SA
LXS LANXESS AG
OERL OC OERLIKON CORPORATION AG
VIRP VIRBAC SA
NRG NRJ GROUP SA
LNA LNA SANTE SA
ALTA ALTAREA SCA
A1XA4J CARBIOS SA
BON BONDUELLE SCA
KRN KRONES AG
ANA ACCIONA SA
EDW EDP RENOVAVEIS SA
LOG COMPANIA DE DISTRIBUCION INTEGRAL LOGISTA HOLDINGS S.A.
SIFG SIF HOLDING NV
WLN WORLDLINE SA
NLBR NOVA LJUBLJANSKA BANKA DD LJUBLJANA
DSC1 DUTCH STAR C SHAR
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
BRE BREMBO S.P.A.
- Charlotte Vaisse
- Emira Sagaama
- Jerôme Bodin
- Marc Lavaud
APAML APERAM SA
SBS STRATEC SE
LEI LEIFHEIT AG
DEC JCDECAUX SA
LXS LANXESS AG
OERL OC OERLIKON CORPORATION AG
VIRP VIRBAC SA
NRG NRJ GROUP SA
LNA LNA SANTE SA
ALTA ALTAREA SCA
A1XA4J CARBIOS SA
BON BONDUELLE SCA
KRN KRONES AG
ANA ACCIONA SA
EDW EDP RENOVAVEIS SA
LOG COMPANIA DE DISTRIBUCION INTEGRAL LOGISTA HOLDINGS S.A.
SIFG SIF HOLDING NV
WLN WORLDLINE SA
DSC1 DUTCH STAR C SHAR
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
BRE BREMBO S.P.A.
- Wim Hoste
Titan Exclusive negotiations to acquire Vracs de L'Estuaire
TITAN entered into exclusive negotiations to acquire Vracs de L'Estuaire, which operates a grinding plant in France and which we roughly value at around € 50m. We remind that TITAN reported strong 3Q results yesterday with 3Q EBITDA up 20%. We look forward to the upcoming CMD (11 November) where we hope to get more clarity on the group's medium term ambitions. We continue to remain optimistic on TITAN's prospects in most geographies, not at least in the US. We remind that only one third of Titan...
- Fatma Agnès Hamdani
- Fatma Agnès Hamdani
BONDUELLE - Quarter 1 FY 2025-2026 Sales: The Bonduelle Group confirms...
BONDUELLE - Quarter 1 FY 2025-2026 Sales: The Bonduelle Group confirms its resilience in a demanding environment BONDUELLE Head office: "La Woestyne" - 59173 Renescure - FranceBonduelle a French S.C.A (Partnership limited by Shares) with a capital of 57 102 699,50 eurosRegistered under number: 447 250 044 (Dunkerque Commercial and Companies Register) Quarter 1 FY 2025-2026 Sales (July 1 - September 30, 2025) The Bonduelle Group confirms its resilience in a demanding environment The Bonduelle Group sales for Quarter 1 of FY 2025-2026 (July 1 - September 30, 2025) amounted to 519.8 milli...
BONDUELLE - Chiffre d’affaires du 1er trimestre 2025-2026 : Le Groupe ...
BONDUELLE - Chiffre d’affaires du 1er trimestre 2025-2026 : Le Groupe Bonduelle confirme sa résilience dans un contexte exigeant BONDUELLE Siège social - "La Woestyne" - 59173 Renescure - FranceBonduelle SCA - Société en commandite par actions au capital de 57 102 699,50 eurosRCS DUNKERQUE 447 250 044 Chiffre d’affaires du 1er trimestre 2025-2026 (1er juillet - 30 septembre 2025) Le Groupe Bonduelle confirme sa résilience dans un contexte exigeant Le chiffre d’affaires du 1er trimestre de l’exercice 2025-2026 du Groupe Bonduelle (du 1er juillet au 30 septembre 2025) s’établit à 519,8 m...
- 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
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