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Guy Sips
  • Guy Sips

Miko Karl Hermans will replace Frans Van Tilborg as CEO begin January ...

Karl Hermans will replace Frans Van Tilborg as CEO begin January 2026.

Julian Dobrovolschi
  • Julian Dobrovolschi
V1S ARKEMA
NDX1 NORDEX SE
IFX INFINEON TECHNOLOGIES AG
IPS IPSOS
SCHP SECHE ENVIRONNEMENT
LHA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
FP TOTAL SE
AC ACCOR SA
ENX EURONEXT NV
GET GETLINK SE
VIE VEOLIA ENVIRONNEMENT SA
FRA FRAPORT AG
EDEN EDENRED SA
IPN IPSEN SA
EQNR EQUINOR ASA
ELIOR ELIOR GROUP SA
DG VINCI SA
WCH WACKER CHEMIE AG
MT ARCELORMITTAL SA
GALP GALP ENERGIA SGPS SA CLASS B
BVI BUREAU VERITAS SA
BEKB BEKAERT SA
ADP AEROPORTS DE PARIS SA
NK IMERYS SA
DB1 DEUTSCHE BOERSE AG
BN DANONE SA
RNO RENAULT SA
G1A GEA GROUP AG
APAML APERAM SA
LI KLEPIERRE SA
COV COVIVIO SA
MTX MTU AERO ENGINES AG
ORA ORANGE SA
EO FAURECIA SA
VCT VICAT-CIMENTS VICAT SA
VAC PIERRE & VACANCES SA
HO THALES SA
GTT GAZTRANSPORT & TECHNIGAZ SA
NXI NEXITY SA CLASS A
FGR EIFFAGE SA
DAI DAIMLER AG
SBMO SBM OFFSHORE NV
MF WENDEL SE
EN BOUYGUES SA
CEN GROUPE CRIT SA
IDL ID LOGISTICS GROUP
GBF BILFINGER SE
SDG SYNERGIE SA
TFI TELEVISION FRANCAISE 1 SA
DBG DERICHEBOURG SA
KORI KORIAN SA
STF STEF
INF INFOTEL SA
AFX CARL ZEISS MEDITEC AG
SCR SCOR SE
RHM RHEINMETALL AG
DEC JCDECAUX SA
ITP INTERPARFUMS
ASY ASSYSTEM SA
BEN BENETEAU SA
BLC BASTIDE LE CONFORT MEDICAL SA
TEP TELEPERFORMANCE SE
SWP SWORD GROUP SE
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
PSM PROSIEBENSAT.1 MEDIA SE
COLR ETABLISSEMENTEN FRANZ COLRUYT N.V.
ITRK INTERTEK GROUP PLC
AUB AUBAY SA
VETO VETOQUINOL SA
MRN MERSEN SA
MTU MANITOU BF SA
FII LISI SA
LSS LECTRA SA
LNA LNA SANTE SA
KOF KAUFMAN & BROAD SA
JCQ JACQUET METALS SA
GOE GROUPE GORGE SA
GLO GL EVENTS SA
RF EURAZEO SA
CDA COMPAGNIE DES ALPES SA
HOT HOCHTIEF AG
ALTA ALTAREA SCA
VNA VONOVIA SE
ELG ELMOS SEMICONDUCTOR SE
RAND RANDSTAD NV
SDF K+S AG
ACX ACERINOX SA
EBRO EBRO FOODS SA
ZAL ZALANDO SE
TRI TRIGANO SA
A1XA4J CARBIOS SA
ENI ENI S.P.A.
BB SOCIETE BIC SA
ELE ENDESA S.A.
RWE RWE AG
SAF SAFRAN S.A.
HEI HEIDELBERGCEMENT AG
NEX NEXANS SA
ERA ERAMET SA
HEN3 HENKEL AG & CO. KGAA PREF
EZJ EASYJET PLC
QDT QUADIENT SA
ELIS ELIS SA
ICAD ICADE SA
IMPN IMPLENIA AG
REP REPSOL SA
FIE FIELMANN AG
DEZ DEUTZ AG
SOI SOITEC SA
COR CORTICEIRA AMORIM SGPS SA
SIX2 SIXT SE
AIXA AIXTRON SE
NDA AURUBIS AG
KRN KRONES AG
NEM NEMETSCHEK SE
ACKB ACKERMANS & VAN HAAREN NV
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
RAA RATIONAL AG
DOKA DORMAKABA HOLDING AG
DLG DE'LONGHI S.P.A.
SESL SES-IMAGOTAG SA
CIE CIE AUTOMOTIVE S.A.
AALB AALBERTS N.V.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
AMS AMADEUS IT GROUP SA CLASS A
EVK EVONIK INDUSTRIES AG
EDR EDREAMS ODIGEO SA
ONTEX ONTEX GROUP N.V.
WAF SILTRONIC AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
NVG NAVIGATOR COMPANY SA
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
IBE IBERDROLA SA
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
COL INMOBILIARIA COLONIAL SOCIMI SA
CSM CORBION NV
COFA COFACE SA
VLTSA VOLTALIA
SPIE SPIE SA
HBH HORNBACH HOLDING AG & CO. KGAA
MEL MELIA HOTELS INTERNATIONAL S.A.
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
IDR INDRA SISTEMAS S.A. CLASS A
AD KONINKLIJKE AHOLD DELHAIZE N.V.
FTG111 FLATEXDEGIRO AG
XFAB X-FAB SILICON FOUNDRIES SE
RUI RUBIS SCA
BP. BP P.L.C.
BIM BIOMERIEUX SA
DUE DURR AG
BFSA BEFESA SA
REY REPLY S.P.A.
TFF TFF GROUP
VOD VODAFONE GROUP PLC
VOS VOSSLOH AG
GEST GESTAMP AUTOMOCION S.A.
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
WOLF SOCIETE LDC SOCIETE ANONYME
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
RBO ROCHE BOBOIS INTERNATIONAL SAS
JEN JENOPTIK AG
WAVE WAVESTONE SA
KBX KNORR-BREMSE AG
THEP THERMADOR HOLDING SA
VRLA VERALLIA SAS
FDJ LA FRANCAISE DES JEUX SA
8TRA TRATON SE
HAG HENSOLDT AG
VK VALLOUREC SA
ALG ALLEGRO.EU SA
SFQ SAF-HOLLAND SE
BAR BARCO NV
FAST FASTNED
INPST INPOST S.A.
TE TECHNIP ENERGIES NV
FPE3 FUCHS PETROLUB SE
ALAFY AFYREN
AM DASSAULT AVIATION
OVH OVH GROUPE
ALLFG ALLFUNDS (UK) LTD
WAGA WAGA ENERGY SA
SPAC 468 SPAC I SE
CTPNV CTP NV
SHEL SHELL PLC
EAPI EUROAPI
DEME DEME GROUP NV
LHYFE LHYFE S.A.
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
STM STABILUS SE
IOS IONOS GROUP SE
TUI TUI AG
SHUR SHURGARD SELF STORAGE LIMITED
DSFIR KONINKLIJKE DSM N.V.
AF AIR FRANCE - KLM
SCHOTT PHARMA AG
R3NK RENK GROUP AG
SYENS SYENSQO
PLX PLUXEE NV
ORP ORPEA
PLNW PLANISWARE
EXENS EXOSENS
VIRI VIRIDIEN
SHA SCHAEFFLER AG
CAN CANAL+
Bruno Cavalier ... (+3)
  • Bruno Cavalier
  • Jerôme Bodin
  • Stephane Houri
Bruno Cavalier ... (+2)
  • Bruno Cavalier
  • Stephane Houri
Stephane Houri
  • Stephane Houri
V1S ARKEMA
IPS IPSOS ... (+58)

ODDO : 28th ODDO BHF Forum – Feedback Day 2

We hosted our 28th ODDO BHF Forum in Lyon on 9 and 10 January 2025. In total, 210 companies made presentations over the two days. In addition to day 1 feedback (Link to the feedback of the first day), in the following note, we provide some initial feedback from the companies for the second day. The full final feedback, including sector conclusions, will be published later this week. As was the case for the first day, analysts judged that a majority of the companies had a rather neutral tone. Ou...

 PRESS RELEASE

DEME secures contract for foundation and offshore substation installat...

DEME secures contract for foundation and offshore substation installation at Fengmiao 1 offshore wind farm in Taiwan DEME SECURES CONTRACT FOR FOUNDATION AND OFFSHORE SUBSTATION INSTALLATION AT FENGMIAO 1 OFFSHORE WIND FARM IN TAIWANDEME, through its Taiwanese joint venture CDWE, has been awarded a substantial contract by Copenhagen Infrastructure Partners for the transport and installation of foundations and the offshore substation for the Fengmiao 1 offshore wind farm in Taiwan. Attachment

 PRESS RELEASE

DEME haalt contract binnen voor installatie funderingen en offshore su...

DEME haalt contract binnen voor installatie funderingen en offshore substation voor Fengmiao 1 offshore windpark in Taiwan DEME HAALT CONTRACT BINNEN VOOR INSTALLATIE FUNDERINGEN EN OFFSHORE SUBSTATION VOOR FENGMIAO 1 OFFSHORE WINDPARK IN TAIWAN DEME, via zijn Taiwanese joint venture CDWE, heeft een a substantieel contract binnengehaald van Copenhagen Infrastructure Partners voor het transport en de installatie van funderingen en het offshore substation voor het Fengmiao 1 offshore windpark in Taiwan. Bijlage

Lynn Hautekeete
  • Lynn Hautekeete

Basic-Fit Increased competition in Belgium

One month after VivaGym (Number 3) acquired Altafit (Number 4) in Spain for EUR 155.0m, there is now additional competition coming in the Belgian market. Jims (number 3) acquires NRG (number 2). Jims had 40 clubs (BE+Lux) and NRG 42. Jims is part of the Colruyt group (COLR BB) The name NRG will cease to exist and a rebranding of the clubs is in order. The acquisition price is unknown. With 228 clubs (YE 2024E KBCS) and 660k members (KBCS Estimate) in total, Basic-Fit remains the market leader i...

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

CMB.TECH: Divesting three Suezmax vessels. NEPI Rockcastle: €405m acquisition in Poland

Guy Sips ... (+7)
  • Guy Sips
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Kristof Samoy
  • Michiel Declercq
  • Thomas Vranken
  • Wim Lewi

Morning Notes : OPTI BB, DIE BB, CMBT BB, GLPG NA, HYL BB, UCB BB, CTP...

: OPTI BB, DIE BB, CMBT BB, GLPG NA, HYL BB, UCB BB, CTPNV NA

Basic-Fit N.V.: 1 director

A director at Basic-Fit N.V. bought 10,000 shares at 21.100EUR and the significance rating of the trade was 50/100. 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 two years clearl...

David Vagman ... (+2)
  • David Vagman
  • CFA

Econocom/Deep value, rebuilding its credibility/HOLD

We update our estimates for the latest results, disposals, change in scope and guidance. We prefer for now to take a prudent stance on management's detailed 2023-2028 targets of 8% sales CAGR, of which 6% organic, 80bp margin increase, 13% REBITA and 15% net profit CAGR. End market demand was weak in 2024, in particular in France public markets, and an EUR rebound becomes more of a question mark for 2025, especially for Germany, a new key market for Econocom. AI PC adoption and the Windows 11 up...

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