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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
Carole Braudeau
  • Carole Braudeau

Credit Morning 05/12/2025

Pharma: Donald Trump wants to cut the price of prescription drugs|ams OSRAM launches a consent request to amend the convertible notes|MPS published strong Q1 2025 results /the offer for Bacred is proceeding according to schedule|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 12/05/2025

Pharma : Donald Trump veut réduire le prix des médicaments sur ordonnance|ams OSRAM lance une demande de consentement visant les obligations convertibles|MPS a publié de solides résultats T1 2025 et poursuit son offre sur Mediobanca|

 PRESS RELEASE

Cegedim: plan to transfer its shares to Euronext Growth Paris.

Cegedim: plan to transfer its shares to Euronext Growth Paris.  PRESS RELEASE Stock market information Boulogne-Billancourt, 9 May 2025 – Cegedim, an innovative technology and services group, announces its plan to transfer its shares to Euronext Growth® Paris. At its next Ordinary Shareholders’ Meeting on 13 June 2025, shareholders will be asked to approve the proposed delisting of CEGEDIM S.A. shares from the Euronext Paris regulated market and their concomitant admission to trading on Euronext Growth, within 12 months of the Shareholders’ Meeting of 13 June 2025. Such a transfer woul...

 PRESS RELEASE

Cegedim : projet de transfert de ses actions sur Euronext Growth Paris...

Cegedim : projet de transfert de ses actions sur Euronext Growth Paris.  COMMUNIQUE DE PRESSE Information boursière Boulogne-Billancourt, le 9 mai 2025 - , Groupe innovant de technologies et de services, annonce son projet de transfert de ses actions sur Euronext Growth® Paris. A l’occasion de sa prochaine Assemblée Générale, le 13 juin 2025, il sera demandé aux actionnaires d’approuver le projet de radiation des titres de CEGEDIM S.A. des négociations sur le marché règlementé Euronext Paris et leur admission concomitante sur Euronext Growth, dans un délai de 12 mois à compter de l’Ass...

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 ...

Amira Manai ... (+2)
  • Amira Manai
  • Geoffroy Michalet
Amira Manai ... (+2)
  • Amira Manai
  • Geoffroy Michalet
 PRESS RELEASE

Cegedim: Like-for-like revenues grew 4.5% in the first quarter

Cegedim: Like-for-like revenues grew 4.5% in the first quarter Quarterly financial information as of March 31, 2025IFRS - Regulated information - Not audited Revenue grew 3.5% as reported and 4.5% LFL to €161.3 million in the first quarter of 2025.The marketing, health insurance, HR, and cloud businesses delivered the most solid growth. Boulogne-Billancourt, France, April 24, 2025, after the market close Revenue  First quarterChange Q1 2025 / 2024in millions of euros20252024 ReportedLife for like(1)(2)Software & Services72.474.4(2.6)%(0.4)%Flow27.625.3+8.9%+8.8%Data & Marketing29.927.0+...

 PRESS RELEASE

Cegedim : Croissance organique de 4,5 % au premier trimestre

Cegedim : Croissance organique de 4,5 % au premier trimestre Information financière trimestrielle au 31 mars 2025IFRS – Information réglementée – Non auditée Chiffre d’affaires de 161,3 millions d’euros au premier trimestre 2025, en croissance publiée de 3,5 % et 4,5 % en organiqueLes activités de Marketing, d’Assurance santé, de RH et de Cloud affichent les plus fortes croissances Boulogne-Billancourt, France, le 24 avril 2025 après bourse. Chiffre d’affaires  Premier trimestreVariation T1 2025 / 2024en millions d'euros20252024 PubliéeOrganique(1)(2)Logiciels & Services72,474,4- 2,6 %-...

 PRESS RELEASE

DECLARATION D’ACTIONS ET DE DROITS DE VOTE

DECLARATION D’ACTIONS ET DE DROITS DE VOTE Boulogne-Billancourt, le 18 avril 2025 Déclaration d’actions et de droits de vote(En application de l’article L. 233-8 II du code de commerce et de l’article 223-16 du règlement général de l’AMF) Dénomination sociale de l’émetteur : CEGEDIM SA DateNombre total d’actions composant le capitalNombre total de droits de voteNombre total de droits de vote exerçables*31 mars 202514 097 15522 031 68521 700 558 * déduction faite des actions privées de droits de vote Pièce jointe

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