In light of TINC's strong 1H25, we updated our model and projections. In 1H25, the portfolio fair value rose to €649.3m, up 26.8% from FY24-end. This is in line with our expectation of €671.1m for FY25. Long-term portfolio growth assumptions remained roughly the same, taking into account the €110.8m in commitments and an estimated €100.0m in new investments. We anticipate that the current credit facility gives TINC a runway of 3 years. For FY30, we revise our expected NAV from ~€830m or 17.2ps t...
Azelis: Highlights ING Benelux Conference London. Barco: Highlights ING Benelux Conference London. Kinepolis: Highlights ING Benelux Conference London. Melexis: Highlights ING Benelux Conference London. ABN AMRO: Dutch State reducing stake to 20%. ASML: x Mistral, a bet on A.I.. Kinepolis: Cineplex August 2025 box office revenue at 87% of 2019 level, down 27% YoY
Melexis: update on the share buy-back program Press release - Regulated Information Ieper, Belgium – 8 September 2025, 17.45 hrs CET Further to the initiation of the share buy-back program announced on 10 December 2024, Melexis reports the purchase of 1,768 Melexis shares on Euronext Brussels in the period from 1 to 5 September2025. Trade dateTotal shares purchasedAverage price (€)Min price (€)Max price (€)Buyback amount (€)1/9/20250----2/9/20250----3/9/20251,76865.0064.9565.00114,9164/9/20250----5/9/20250----TOTAL1,76865.0064.9565.00114,916 As a result of purchases made since the launc...
Melexis: update over het aandeleninkoopprogramma Persbericht - Gereglementeerde informatie Ieper, België – 8 september 2025, 17.45 uur CET Naar aanleiding van het aandeleninkoopprogramma dat op 10 december 2024 werd aangekondigd, maakt Melexis bekend dat er 1.768 eigen aandelen ingekocht werden op Euronext Brussel tussen 1 en 5 september 2025. InkoopdatumAantal verworven aandelenGemiddelde prijs (€)Laagste prijs (€)Hoogste prijs (€)Aankoop bedrag (€)1/9/20250----2/9/20250----3/9/20251.76865,0064,9565,00114.9164/9/20250----5/9/20250----TOTAAL1.76865,0064,9565,00114.916 Als gevolg van aan...
Ageas: Highlights ING Benelux Conference London. Alfen: Highlights from ING Benelux Conference London. Arcadis: Highlights ING Benelux Conference London. ASR: Highlights ING Benelux Conference London. BAM: Highlights ING Benelux Conference London. Basic-Fit: Highlights ING Benelux Conference London. CTP: Highlights from ING Benelux Conference London. DEME Group: Highlights ING Benelux Conference London. Fugro: Highlights ING Benelux Conference London. Heijmans: Highlights ING Bene...
In this September update we added 2 stocks to the KBC Securities Dynamic Top Pick List : We added AB InBev after the share price weakened post-2Q results. ABI's 2Q volumes fell 1.9% organically, below expectations, mainly due to a 9% drop in Brazil where a price hike led to temporary market share loss. However, strong revenue per hl growth (+4.9%) drove a 6.5% organic EBITDA increase, with 1H growth at +7.2%, near the top of FY guidance (+4–8%). AB InBev, the world's largest brewer, generates ...
Today, we are publishing the Autos section of our 28th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on Hyperscale & Cloud, Telecom Equipment, PCs, Enterprise IT, Foundry and Semicap Equipment. The auto semiconductor recovery is underway, with revenues up 4% QoQ ...
JDE Peet’s share buyback update PRESS RELEASEAmsterdam, September 1, 2025 JDE Peet’s (EURONEXT: JDEP), the world’s leading pure-play coffee company, today announced that it has not repurchased any shares in the period from August 25, 2025 up to and including August 29, 2025. The company has also decided to terminate its share buyback program, effective immediately. Under the program, a total of 5,477,094 ordinary shares were repurchased at an average price of EUR 20.73, and for a total consideration of EUR 113.5 million. This press release is issued in accordance with the disclosure a...
The AEX is set to expand from 25 to 30 constituents starting on 23rd September, announcement on 9th September after close. This marks a significant change since its last expansion in 1994. The new rule book was published on 22/08/25 and leaves some room for interpretation for companies that have another primary listing (WDP). We believe that WDP meets the requirement for “reference market”. The expansion will be based on Free Float Market Capitalization, with a buffer zone to manage transitions....
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.