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ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Ahold Delhaize: Strong beat driven by one-offs Alfen: Bull bear fight continues bpost: 3Q25 results in line with INGF but miss vs consensus, FY25 outlook fine-tuned to top-end CM.com: Takeover offer from Bird Coca-Cola Europacific Partners: Refreshing D'Ieteren: Belron peer Driven Brands 3Q25 talks of lower Q4, choppiness in Collision and Direct Repair Exor: Ferrari reassures with strong 3Q25, improved guidance KPN: Strategy update reassures, largely in line, with solid cash returns expec...

Kristof Samoy ... (+7)
  • Kristof Samoy
  • Livio Luyten
  • Lynn Hautekeete
  • Michiel Declercq
  • Thibault Leneeuw
  • Thomas Couvreur
  • Wim Lewi

Morning Notes : AD NA, BPOST BB, CPINV BB, GIMB BB, KPN NA, MONT BB, V...

: AD NA, BPOST BB, CPINV BB, GIMB BB, KPN NA, MONT BB, VPK NA, WDP BB, WKL NA, ALFEN NA

Thijs Berkelder
  • Thijs Berkelder
Carole Braudeau
  • Carole Braudeau
LHN HOLCIM AG
AC ACCOR SA ... (+12)

Credit Morning 10/24/2025

IGH: strong EBITDA decrease amid continued challenging market conditions|Nexity: a Q3 without surprises and without progress|URW: a solid Q3, accompanied by a new CEO, an acquisition and higher targets|

Carole Braudeau
  • Carole Braudeau
LHN HOLCIM AG
AC ACCOR SA ... (+12)

Morning Crédit 24/10/2025

IGH: strong EBITDA decrease amid continued challenging market conditions|Nexity : un T3 sans surprise et sans progrès|URW : un T3 solide, accompagné d’un nouveau CEO, d’une acquisition et d’une hausse des objectifs|

Amira Manai ... (+2)
  • Amira Manai
  • Geoffroy Michalet
Amira Manai ... (+2)
  • Amira Manai
  • Geoffroy Michalet
ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Alfen: Preview - kitchen sinking again? CM.com: New CFO appointed. Cofinimmo: Good results a touch better than forecasts, guidance reconfirmed, DEME Group: Wins strategic position in Brazil. D'Ieteren: State Farm TPA contract details emerge. Signify: 3Q25 results – guidance cut. Xior Student Housing: 5.4% LFL growth and full occupancy – operational trends solid.

 PRESS RELEASE

Cegedim: like-for-like revenue growth of 2.1% over 9 months is on targ...

Cegedim: like-for-like revenue growth of 2.1% over 9 months is on target    PRESS RELEASE Quarterly financial information as of September 30, 2025IFRS - Regulated information - Not audited Cegedim: like-for-like revenue growth of 2.1% over 9 months is on target Revenue of €153.7 million in Q3 2025, up 0.5%Q3 growth engines: cloud, HR, digitalization and health & provident insurance solutions Cumulative 9M 2025 revenue of €476.1 million Boulogne-Billancourt, France, October 23, 2025, after the market close Revenue  Third quarterChange Q3 2025 / 2024in millions of euros20252024ReportedLi...

 PRESS RELEASE

Cegedim : croissance organique de 2,1 % sur 9 mois conforme aux attent...

Cegedim : croissance organique de 2,1 % sur 9 mois conforme aux attentes    COMMUNIQUÉ DE PRESSE Information financière trimestrielle au 30 septembre 2025IFRS – Information réglementée – Non auditée Cegedim : croissance organique de 2,1 % sur 9 mois conforme aux attentes Chiffre d’affaires de 153,7 millions d’euros au T3 2025, en croissance organique de 0,5 %Les activités de cloud, de RH, de dématérialisation et d’assurance santé-prévoyance sont les plus dynamiques sur le trimestreSur les 9 premiers mois de 2025, le chiffre d’affaires s’élève à 476,1 millions d’euros Boulogne-Billancourt...

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