reports
- Carole Braudeau
- Carole Braudeau
- Luis de Toledo Heras
- Thomas Zlowodzki
- Luis de Toledo Heras
- Thomas Zlowodzki
- Robert Jan Vos
- ING Helpdesk
Benelux Morning Notes
ABN AMRO: 3Q may still support shares to CMD. Aedifica: €13m investment in the Netherlands. Basic-Fit: Strong 3Q25 results; beat on membership ingrowth, on track to reiterated FY25. BE Semiconductor Industries: 3Q25 Preview, order intake is key. IMCD: Acquisition of Dong Yang FT. RELX: Preview 9M25. Signify: 3Q25 preview, more back-end loaded. Staffing: Manpower 3Q25 in line on better revenue trend, 4Q25 outlook cautious. WDP: Results in line, guidance reconfirmed
- Lynn Hautekeete
Basic-Fit 3Q25 trading update: total members already ahead of FY25 CSS
This morning, Basic-Fit published its 3Q25 trading update, showing strong Q3 member growth of +218k vs +110k last year (+95% YoY), despite a -54% YoY decline in club openings. Total members reached 4.73m, already ahead of the FY25 CSS target of 4.64m and our 4.69m (street high). At this pace, 4.8m by year-end looks achievable (+50k in 4Q24). Revenue was in line at €1.034bn vs €1.024bn KBCSe (+16% YoY), but average revenue per member came in soft at €24.60 (-0.5% QoQ). While flattish yield in hig...
- Hilde Van Boxstael
- Jacob Mekhael
- Lynn Hautekeete
- Thibault Leneeuw
- Wim Lewi
- ING Helpdesk
Benelux Morning Notes
DEME Group: First Havfram vessel ready. Fastned: 3Q25 trading update – new stations boost growth, organic lags BEV penetration. NN Group & ASR: Pension reform on track for 1st tranche move from DB to DC in Jan 26. Sligro: Another weak trading update, but FY25 guidance reiterated. Talabat: Surprise CEO departure
- Guy Sips
- Hilde Van Boxstael
- Livio Luyten
- Michiel Declercq
- Thibault Leneeuw
- Wim Lewi
DEME takes delivery of new wind turbine installation vessel Norse Wind
DEME takes delivery of new wind turbine installation vessel Norse Wind DEME has taken delivery of its new wind turbine installation vessel Norse Wind at the CIMC Raffles Shipyard. Designed to install the next generation of offshore wind turbines, the vessel combines advanced technology and sustainable design features to offer unrivalled installation capability. Attachment
DEME neemt nieuw installatieschip voor windturbines Norse Wind in ontv...
DEME neemt nieuw installatieschip voor windturbines Norse Wind in ontvangst DEME heeft zijn nieuwe installatieschip voor windturbines, Norse Wind, in ontvangst genomen op de CIMC Raffles-scheepswerf. Het schip is ontworpen voor de installatie van de volgende generatie offshore windturbines en combineert geavanceerde technologie met een duurzaam ontwerp voor maximale efficiëntie en capaciteit. Bijlage
- Baptiste Salaville
- Roy Külter
- Steven Boumans
- Baptiste Salaville
- Jean-François Granjon
- Robert Jan Vos
- ING Helpdesk
Benelux Morning Notes
Ahold Delhaize: 3Q25 preview - USD headwind to take centre stage. Basic-Fit: 3Q25 results preview, new consensus, we expect strong membership ingrowth. Fagron: 3Q25 growth hiccup in N America, strong organic performance in EMEA, Latam. Lotus Bakeries: UK VAT conflict for Näkd negatively impacts 2024 profitability. Ontex: 3Q25 preview: consensus implies a second profit warning for FY25F. Randstad: Preview 3Q25F results due 22 October; consensus released. Staffing: French revenue impro...
- Jacob Mekhael
- Kristof Samoy
- Thomas Couvreur
- Wim Lewi
- ING Helpdesk
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Livio Luyten
- Michiel Declercq
- Wim Lewi
DEME secures sizable contract for Nordseecluster B wind farm in German...
DEME secures sizable contract for Nordseecluster B wind farm in Germany DEME has secured a sizable contract to carry out the transport and installation works for the inter-array cables for the Nordseecluster B offshore wind farm in Germany. The Nordseecluster is a joint offshore wind project of RWE (51%) and Norges Bank Investment Management (49%). Attachment
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