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Marc Zwartsenburg ... (+2)
  • Marc Zwartsenburg
  • CEFA

PostNL/2026 a transition year/HOLD

We keep our HOLD, raising our Target Price slightly from €0.95 to €1.00 to reflect the incorporation of FY27 estimates. We have modelled in the new segmentation and our estimates are virtually unchanged. FY26 will be a transition year towards the D+2/D+3 mail delivery model and with letterbox parcels being transferred to the e-commerce segment as per 2H26. FY26 will thus involve some transition costs while the benefits from the new mail model will phase in gradually before becoming fully effecti...

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

AEGON: merger of Corebridge and Equitable, implications for Transamerica. Flow Traders: Equity strong as crypto fades. IBA: Net debt above, FY26 REBIT guidance on the low side, 2H25 REBIT a bit below. Sofina: Final NAV 2% above preliminary results. Zabka: Peer Dino Polska FY25 results

Deutz AG: 3 directors

Three Directors at Deutz AG bought 64,999 shares at between 8.605EUR and 9.036EUR. The significance rating of the trade was 91/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last ...

Louis Boujard ... (+3)
  • Louis Boujard
  • CFA
  • Philippe Ourpatian
Louis Boujard ... (+3)
  • Louis Boujard
  • CFA
  • Philippe Ourpatian
Ahmed Ben Salem ... (+2)
  • Ahmed Ben Salem
  • Baptiste Lebacq
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