reports
- Ahmed Ben Salem
- Baptiste Lebacq
- Marc Lavaud
- Usama Tariq
NK IMERYS SA
GTT GAZTRANSPORT & TECHNIGAZ SA
ISS ISS A/S
NEX NEXANS SA
BIG BIGBEN INTERACTIVE SA
COFB COFINIMMO SA
COR CORTICEIRA AMORIM SGPS SA
MBWS MARIE BRIZARD WINE & SPIRITS SA
ROYAL VOPAK NV
BRNL BRUNEL INTERNATIONAL N.V.
NVG NAVIGATOR COMPANY SA
FACC FACC AG
COFA COFACE SA
MAU ETABLISSEMENTS MAUREL & PROM SA
JST JOST WERKE AG
UMI UMICORE
INS INSTONE REAL ESTATE GROUP AG
ALHG LOUIS HACHETTE GROUP
SFZN SIEGFRIED HOLDING AG
- Ahmed Ben Salem
- Baptiste Lebacq
- Marc Lavaud
- Usama Tariq
NK IMERYS SA
GTT GAZTRANSPORT & TECHNIGAZ SA
ISS ISS A/S
NEX NEXANS SA
BIG BIGBEN INTERACTIVE SA
COFB COFINIMMO SA
COR CORTICEIRA AMORIM SGPS SA
MBWS MARIE BRIZARD WINE & SPIRITS SA
ROYAL VOPAK NV
BRNL BRUNEL INTERNATIONAL N.V.
NVG NAVIGATOR COMPANY SA
FACC FACC AG
COFA COFACE SA
MAU ETABLISSEMENTS MAUREL & PROM SA
JST JOST WERKE AG
UMI UMICORE
INS INSTONE REAL ESTATE GROUP AG
ALHG LOUIS HACHETTE GROUP
SFZN SIEGFRIED HOLDING AG
- Roy Külter
- Steven Boumans
- ING Helpdesk
Benelux Morning Notes
Ahold Delhaize: Peer Walmart 4Q25/26 results. Arcadis: Main topics 4Q25/FY25 conference call. ASM: 4Q25 preview, FY26 should be strong. Brunel: 4Q25 result beats and trends stabilise; DACH back to growth in 1Q26; additional cost savings announced and special dividend. Cofinimmo: Beat on bottom line, strong investment outlook for 2026. IMCD: Another step in EMEA. Magnum Ice Cream Company: Peer Danone 4Q25 results. Recticel: Peer Kingspan FY25 results. Software sector: Cheaper code...
- Hilde Van Boxstael
- Lynn Hautekeete
- Mathijs Geerts Danau
- Wim Hoste
- Wim Lewi
- Lynn Hautekeete
Cofinimmo FY25 results above expectations, guidance below
Cofinimmo reports recurring EPRA EPS +1,1% above our estimates and 4,0% above its guidance. The earnings beat is driven by higher like-for-like rental income at +2,9%. The EPRA EPS outlook of FY26 is below our estimates at € 6,35 vs € 6,39 KBCSe. The guided debt ratio at YE26 is 340 bps higher than our expectations at 44,0% due to only € 110,0m guided asset disposals and higher than expected investments at € 310,0m which will mainly impact FY27/28 rental income. In the medium term, the focus sho...
Galapagos Welcomes Dr. Paulo Fontoura to its Board of Directors
Galapagos Welcomes Dr. Paulo Fontoura to its Board of Directors Dr. Fontoura brings extensive global leadership, clinical development, and operational experience to the Board Mechelen, Belgium; February 19, 2026, 22:01 CET — Galapagos NV (Euronext & NASDAQ: GLPG), today announced the appointment by way of co-optation of Dr. Paulo Fontoura as Non-Executive Independent Director to its Board of Directors, effective February 9, 2026. “We are pleased to welcome Paulo to our Board,” said Jérôme Contamine, Chair of the Board of Galapagos. “His global leadership experience, deep understanding ...
Galapagos verwelkomt Dr. Paulo Fontoura in haar Raad van Bestuur
Galapagos verwelkomt Dr. Paulo Fontoura in haar Raad van Bestuur Dr. Fontoura brengt uitgebreide ervaring in wereldwijd leiderschap, klinische ontwikkeling en operationele aansturing mee naar de Raad van Bestuur Mechelen, België; 19 februari 2026, 22:01 CET — Galapagos NV (Euronext & NASDAQ: GLPG) kondigde vandaag de benoeming aan, via coöptatie, van Dr. Paulo Fontoura als Niet-Uitvoerend Onafhankelijk Bestuurder in haar Raad van Bestuur, met ingang van 9 februari 2026. “We zijn verheugd Paulo te verwelkomen in onze Raad van Bestuur”, aldus Jérôme Contamine, Voorzitter van de Raad van ...
- Guy Sips
- Lynn Hautekeete
- Mathijs Geerts Danau
- Thibault Leneeuw
- Thomas Couvreur
- Wim Hoste
- Maxime Kogge
ADP AEROPORTS DE PARIS SA
DGE DIAGEO PLC
RI PERNOD RICARD SA
RCO REMY COINTREAU SA
FHZN FLUGHAFEN ZURICH AG
ISP INTESA SANPAOLO S.P.A.
UCG UNICREDIT S.P.A.
NN NN GROUP N.V.
CLNX CELLNEX TELECOM S.A.
HLAG HAPAG-LLOYD AG
BHP BHP GROUP LTD
CCEP COCA-COLA EUROPEAN PARTNERS PLC
IHG INTERCONTINENTAL HOTELS GROUP PLC
CPR DAVIDE CAMPARI-MILANO N.V.
- Luis de Toledo Heras
VCT VICAT-CIMENTS VICAT SA
DKSH DKSH HOLDING AG
INEA FONCIERE INEA
NOEJ NORMA GROUP SE
ISP INTESA SANPAOLO S.P.A.
BON BONDUELLE SCA
SOLB SOLVAY SA
HEIJM HEIJMANS N.V. CERT
NDA
UCG AURUBIS AG
CON UNICREDIT S.P.A.
ENG CONZZETA AG
ALSN ENAGAS SA
TLV ALSO HOLDING AG
SANT BANCA TRANSILVANIA S.A.
ALFEN S&T AG
ALFEN NV
- Luis de Toledo Heras
DKSH DKSH HOLDING AG
INEA FONCIERE INEA
NOEJ NORMA GROUP SE
ISP INTESA SANPAOLO S.P.A.
BON BONDUELLE SCA
SOLB SOLVAY SA
HEIJM HEIJMANS N.V. CERT
NDA
UCG AURUBIS AG
CON UNICREDIT S.P.A.
ENG CONZZETA AG
ALSN ENAGAS SA
TLV ALSO HOLDING AG
SANT BANCA TRANSILVANIA S.A.
ALFEN S&T AG
ALFEN NV
- Maxime Kogge
ADP AEROPORTS DE PARIS SA
DGE DIAGEO PLC
RI PERNOD RICARD SA
RCO REMY COINTREAU SA
FHZN FLUGHAFEN ZURICH AG
ISP INTESA SANPAOLO S.P.A.
UCG UNICREDIT S.P.A.
NN NN GROUP N.V.
CLNX CELLNEX TELECOM S.A.
HLAG HAPAG-LLOYD AG
BHP BHP GROUP LTD
IHG INTERCONTINENTAL HOTELS GROUP PLC
CPR DAVIDE CAMPARI-MILANO N.V.
- Cor Kluis
- Thijs Berkelder
Galapagos Receives Transparency Notification from Bank of America
Galapagos Receives Transparency Notification from Bank of America Mechelen, Belgium; February 16, 2026, 22:01 CET; regulated information – Galapagos NV (Euronext & NASDAQ: GLPG) received a transparency notification from Bank of America. Pursuant to Belgian transparency legislation1, Galapagos received a transparency notification on February 11, 2026, from Bank of America Corporation. The notification indicates that Bank of America Corporation, as controlling entity, crossed above the threshold of 5% of Galapagos’ voting rights on February 9, 2026, including the threshold of 5% for equival...
Galapagos ontvangt transparantieverklaring van Bank of America
Galapagos ontvangt transparantieverklaring van Bank of America Mechelen, België; 16 februari 2026, 22:01 CET; gereglementeerde informatie – Galapagos NV (Euronext & NASDAQ: GLPG) heeft een transparantieverklaring ontvangen van Bank of America. Overeenkomstig de Belgische transparantiewetgeving1 ontving Galapagos op 11 februari 2026 een transparantieverklaring van Bank of America Corporation. Daaruit blijkt dat Bank of America Corporation, als controlerende entiteit, op 9 februari 2026 de drempel van 5% van de stemrechten van Galapagos heeft overschreden, met inbegrip van de drempel van 5%...
- Ahmed Ben Salem
- Baptiste Lebacq
- Bruno Cavalier
OUT1V OUTOKUMPU OYJ
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
PBB DEUTSCHE PFANDBRIEFBANK AG
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
BVB BORUSSIA DORTMUND GMBH & CO. KGAA
01913 PRADA S.P.A.
ADVI ADVINI
GNFT GENFIT SA
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
TINC TINC COMM. VA
MAU ETABLISSEMENTS MAUREL & PROM SA
ZGN ERMENEGILDO ZEGNA NV
FI-N GEORG FISCHER AG
DEME DEME GROUP NV
- Ahmed Ben Salem
- Baptiste Lebacq
- Bruno Cavalier
OUT1V OUTOKUMPU OYJ
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
PBB DEUTSCHE PFANDBRIEFBANK AG
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
BVB BORUSSIA DORTMUND GMBH & CO. KGAA
01913 PRADA S.P.A.
ADVI ADVINI
GNFT GENFIT SA
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
TINC TINC COMM. VA
MAU ETABLISSEMENTS MAUREL & PROM SA
ZGN ERMENEGILDO ZEGNA NV
FI-N GEORG FISCHER AG
DEME DEME GROUP NV
- Marc Zwartsenburg
- CEFA
ING Benelux Favourites/Weekly performance and valuation update
We update the performance of our ING Benelux Favourites list as well as all valuation and ranking tables for our coverage universe. Performance on the front page is dated from the 28 January 2026, while historical performance is included on the second page. The methodology for our favourites selection is based on a bottom-up approach with a focus on absolute performance with clear near-term triggers. It is a rolling list, ie, stocks can enter/exit whenever we think opportune. The ING Benelux Fav...
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