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ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Alfen: Dead cat bounce? Ayvens: Overhang cure. Belgian telcos: Hey! discontinues €5 offer, OBEL price increases from June 2025. B&S Group: Pulls FY EBITDA guidance in light of tariffs. D'Ieteren: CMD, 1Q25 Preview. Kendrion: Wrestling through difficult macro conditions. NN Group, ASR: Vote on Dutch pension reforms postponed. TKH Group: Not that bad, good progress at Eemshaven. UCB: US Most Favoured Nation initiative back on the agenda. Vastned: Good results, integration ongoing...

Mahaut Arnaud ... (+3)
  • Mahaut Arnaud
  • Paul de Froment
  • Thomas Mordelle

Alfen: slow Q1 as expected, FY25 guidance cut

Alfen published Q1 2025 figures yesterday. Revenue came in at EUR103.8m (-23% QoQ vs. EUR134.5m in Q4 2024, -11% YoY vs. EUR116.8m in Q1 2024) mainly due to challenging dynamics in EV charging and Energy Storage. This compares with FY25 revenue consensus standing at EUR483m. Q1 numbers were impacte

Jacob Mekhael ... (+5)
  • Jacob Mekhael
  • Kristof Samoy
  • Thibault Leneeuw
  • Thomas Couvreur
  • Wim Hoste

Morning Notes : ENX FP, GLPG NA, HYL BB, SOLB BB, TWEKA NA, EKOP BB, A...

: ENX FP, GLPG NA, HYL BB, SOLB BB, TWEKA NA, EKOP BB, ALFEN NA

Thijs Berkelder
  • Thijs Berkelder
 PRESS RELEASE

CMB.TECH announces Q1 2025 results on 21/05/25

CMB.TECH announces Q1 2025 results on 21/05/25 Antwerp, May 12, 2025 (GLOBE NEWSWIRE) -- CMB.TECH NV (NYSE: CMBT & Euronext: CMBT) (“CMBT”, “CMB.TECH” or “the Company”) will release its first quarter 2025 earnings prior to market opening on Thursday 21 May 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 this page.  Webcast...

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

AB InBev: Strong brew. Adecco: 1Q25 beats on timing of JV income; 2Q25 outlook momentum positive. Alfen: Preview - 1Q25 should arrive in line. AMG: Strong 1Q25 EBITDA beat, guidance raised. BAM Group: Non-residential backs EBITDA increase. CTP: Strong results combined with strong message on demand dynamics. JDE Peet's: Jumping Beans. Kinepolis: Peer AMC 1Q25 results - revenues per visitor more subdued. Prosus: CEO letter highlights strong profit growth in 2026. Proximus: CpaaS ...

 PRESS RELEASE

HighCo: Shareholding as 04/30/2025

HighCo: Shareholding as 04/30/2025 INFORMATION CONCERNING THE TOTAL NUMBER OF VOTING RIGHTS AND SHARES Declaration pursuant to Articles L.233-8 II of the French Commercial Code and 223-16 of the General Regulations of the Autorité des marchés financiers (AMF) Date of settlementof informationTotal number of sharesNumber of shares without voting rights (*)Number of voting rights for threshold calculation (**)Number of actual voting rights (exercisable at shareholders’ meeting)April 30, 202520 455 403810 84022 284 45721 473 617March 31, 202520 455 403809 38022 282 87521 473 495February 28, ...

 PRESS RELEASE

HighCo : Déclaration mensuelle des droits de vote au 30-04-2025

HighCo : Déclaration mensuelle des droits de vote au 30-04-2025 INFORMATION RELATIVE AU NOMBRE TOTAL DE DROITS DE VOTE ET D’ACTIONS Déclaration au titre des articles L.233-8 II du Code de commerce et 223-16 du Règlement général de l’Autorité des marchés financiers Date d’arrêté des informationsNombre d’actions composant le capitalNombre d’actionsprivées de droits de vote (*)Nombre de droits de vote pour le calcul des seuils (**)Nombre de droits de vote exerçables30 avril 202520 455 403810 84022 284 45721 473 61731 mars 202520 455 403809 38022 282 87521 473 49528 février 202520 455 403812...

 PRESS RELEASE

CMB.TECH BUSINESS UPDATE

CMB.TECH BUSINESS UPDATE Antwerp, April 30, 2025 (GLOBE NEWSWIRE) -- CMB.TECH NV (“CMBT”, “CMB.TECH” or “the Company”) (NYSE: CMBT & Euronext: CMBT) provides a business update following the recent announcements. The company held two Capital Markets Days together with Golden Ocean, sold three VLCCs as part of its fleet rejuvenation and will align dates for announcing first and second quarter 2025 results due to the consolidation of Golden Ocean's financial results. Capital Markets DaysFollowing the of the signed term sheet for a stock-for-stock merger with Golden Ocean, with  CMB.TECH ...

 PRESS RELEASE

HighCo: Q1 2025 GROSS PROFIT

HighCo: Q1 2025 GROSS PROFIT Aix-en-Provence, 29 April 2025 (6 p.m.) HIGHCO: DECLINE IN BUSINESS ACTIVITY IN Q1 2025 (GROSS PROFIT: DOWN 6.4% LFL) AS EXPECTED; 2025 GUIDANCE CONFIRMED Drop in business in Q1 2025 in line with expectations, with growth in the Activation division in France Q1 2025 gross profit1 of €15.77 m, down 6.4% LFL2.Growth in the Activation division driven by France (up 1.4% LFL), rise in Mobile businesses (up 2% LFL) and sharp expected decline in Consulting & In-store media selling due to Casino (down 32.2% LFL).Decline in businesses in France (down 6.4% LFL) and ...

 PRESS RELEASE

HIGHCO : MARGE BRUTE T1 2025

HIGHCO : MARGE BRUTE T1 2025 Aix-en-Provence, le 29 avril 2025 (18h) HIGHCO : NIVEAU D’ACTIVITÉ AU T1 2025 EN REPLI (MB : -6,4% PCC) COMME ANTICIPÉ ; GUIDANCES 2025 CONFIRMÉES Baisse d’activité au T1 2025 conforme aux attentes avec une croissance du pôle Activation en France Marge Brute (MB) T1 2025(1) de 15,77 M€ en repli de -6,4% à PCC(2).Croissance du pôle Activation porté par la France (+1,4% PCC), progression des activités Mobile (+2,0% PCC) et forte baisse anticipée des Agences & Régies liée à Casino (-32,2% PCC).Activités en France (-6,4% PCC) et à l’International (-6,3% PCC) e...

 PRESS RELEASE

HIGHCO : Mise à disposition des documents préparatoires à l’Assemblée ...

HIGHCO : Mise à disposition des documents préparatoires à l’Assemblée Générale Aix-en-Provence, le 28 avril 2025 (15h) ASSEMBLEE GENERALE MIXTE DU 19 MAI 2025 Modalités de mise à disposition des documents préparatoires L’assemblée générale des actionnaires de HighCo se tiendra le lundi 19 mai 2025 à 11 heures au siège social, 365, avenue Archimède 13799 Aix-en-Provence Cedex 3. L’avis préalable à cette assemblée, contenant l’ordre du jour et le texte des résolutions ainsi que les conditions et modalités de participation et de vote à l’assemblée générale, a été publié au BALO le 14 ...

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