View 
FILTERS (0)
* Not connected to ResearchPool

MORE FILTERS

  
reports
ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Acomo: Organic disappointment. Adyen: First acquisition, solid 1Q26 net revenue growth, FY26 reiterated. Flow Traders: Steady Flow. GBL: €0.5bn investment for majority stake in BUKO, a Dutch traffic mgt company. Signify: 1Q26 results, reasonable performance in weak markets. WDP: Positive message on market dynamics. Xior Student Housing: Strong organic dynamics continue

Hilde Van Boxstael ... (+4)
  • Hilde Van Boxstael
  • Livio Luyten
  • Thomas Couvreur
  • Wim Lewi
Wim Lewi
  • Wim Lewi

Warehouses De Pauw 1Q26 results, no Hormuz impact, but steady course

1Q26 EPRA EPS of €0.38 came slightly above our expectation of €0.37. Like-for-like growth amounted to 1.7%, down from 2.3% as some frictional vacancy offset the indexation and rent reversion. However, occupancy remained relatively stable at 97.3% vs. 97.7% at FY25-end. Current development pipeline remains on track at 430k sqm of which 80% is pre-let with an expected NOI yield of 7.3%. The high pre-let level makes WDP a solid investment in current uncertain macro-economic times. WDP repeated its ...

Guy Sips ... (+10)
  • Guy Sips
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Kristof Samoy
  • Livio Luyten
  • Lynn Hautekeete
  • Michiel Declercq
  • Thibault Leneeuw
  • Wim Hoste
  • Wim Lewi

Morning Notes : BFIT NA, BESI NA, FUR NA, GBLB BB, HEIA NA, IVA FP, KI...

: BFIT NA, BESI NA, FUR NA, GBLB BB, HEIA NA, IVA FP, KIN BB, SIP BB, AZE BB

Lynn Hautekeete
  • Lynn Hautekeete

Basic-Fit Feedback CMD

In this note we present our assessment of the two-day Capital Markets Day and update our model to reflect the €307m convertible bond issuance and the €10.0m increase in underlying EBITDA guidance communicated at the 1Q26 results. We view the EBITDA uplift as conservative. The convertible results in approximately €2.0/share dilution, including our updated treatment of the waiver amount related to the first convertible bond. Despite the extensive CMD, limited guidance was provided on the franchise...

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

AkzoNobel: 1Q26 beat and FY guidance maintained. ASM International: 1Q26 results, great start to the year. Basic-Fit: Highlights of Capital Markets Day 2026. BE Semiconductor Industries: 1Q26 Preview - building strength. Cofinimmo: Earnings beat, muted investments; Armonea agreement reached. Corbion: Not so sweet. MICC: Peer Danone 1Q26 results. Randstad: Slight beat on 1Q26, trends improving; 2Q26 guidance at least in line. Recticel: 1Q26 in line, sharp pick-up expected in 2Q. ...

Emmanuel Matot
  • Emmanuel Matot
IPS IPSOS
ALLIX WALLIX GROUP SA
ALFOC FOCUS HOME INTERACTIVE SA
AUTN AUTONEUM HOLDING AG
LI KLEPIERRE SA
COV COVIVIO SA
GFC GECINA SA
NXI NEXITY SA CLASS A
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
INEA FONCIERE INEA
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
VIRP VIRBAC SA
KOF KAUFMAN & BROAD SA
ALTA ALTAREA SCA
VNA VONOVIA SE
MOBN MOBIMO HOLDING AG
XIOR XIOR STUDENT HOUSING N.V.
ICAD ICADE SA
BYG BIG YELLOW GROUP PLC
UTG UNITE GROUP PLC
COFB COFINIMMO SA
MBWS MARIE BRIZARD WINE & SPIRITS SA
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
ALLN ALLREAL HOLDING AG
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
IRES IRISH RESIDENTIAL PROPERTIES REIT PLC
CPINV CARE PROPERTY INVEST SA
SAFE SAFESTORE HOLDINGS PLC
ARG ARGAN SA
VGP VGP NV
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
IREN INVESTIS HOLDING SA
SRE SIRIUS REAL ESTATE LIMITED
ECONT ECONOCOM GROUP SE CLASS D
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
IGD IMMOBILIARE GRANDE DISTRIBUZIONE SIIQ S.P.A.
NFN NFON AG
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
THEP THERMADOR HOLDING SA
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
ALVGO VOGO SA
CTPNV CTP NV
ADTN ADTRAN HOLDINGS INC
SHUR SHURGARD SELF STORAGE LIMITED
XLS XLIFE SCIENCES AG
PLX PLUXEE NV
ALHG LOUIS HACHETTE GROUP
IS INTERSHOP HOLDING AG
Emmanuel Matot
  • Emmanuel Matot
IPS IPSOS
ALLIX WALLIX GROUP SA
ALFOC FOCUS HOME INTERACTIVE SA
AUTN AUTONEUM HOLDING AG
LI KLEPIERRE SA
COV COVIVIO SA
GFC GECINA SA
NXI NEXITY SA CLASS A
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
INEA FONCIERE INEA
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
VIRP VIRBAC SA
KOF KAUFMAN & BROAD SA
ALTA ALTAREA SCA
VNA VONOVIA SE
MOBN MOBIMO HOLDING AG
XIOR XIOR STUDENT HOUSING N.V.
ICAD ICADE SA
BYG BIG YELLOW GROUP PLC
UTG UNITE GROUP PLC
COFB COFINIMMO SA
MBWS MARIE BRIZARD WINE & SPIRITS SA
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
ALLN ALLREAL HOLDING AG
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
IRES IRISH RESIDENTIAL PROPERTIES REIT PLC
CPINV CARE PROPERTY INVEST SA
SAFE SAFESTORE HOLDINGS PLC
ARG ARGAN SA
VGP VGP NV
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
IREN INVESTIS HOLDING SA
SRE SIRIUS REAL ESTATE LIMITED
ECONT ECONOCOM GROUP SE CLASS D
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
IGD IMMOBILIARE GRANDE DISTRIBUZIONE SIIQ S.P.A.
NFN NFON AG
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
THEP THERMADOR HOLDING SA
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
ALVGO VOGO SA
CTPNV CTP NV
ADTN ADTRAN HOLDINGS INC
SHUR SHURGARD SELF STORAGE LIMITED
XLS XLIFE SCIENCES AG
PLX PLUXEE NV
ALHG LOUIS HACHETTE GROUP
IS INTERSHOP HOLDING AG
Ahmed Ben Salem
  • Ahmed Ben Salem
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
FP TOTAL SE
BVI BUREAU VERITAS SA
LI KLEPIERRE SA
COV COVIVIO SA
RI PERNOD RICARD SA
GFC GECINA SA
NXI NEXITY SA CLASS A
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
INEA FONCIERE INEA
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
ITRK INTERTEK GROUP PLC
KOF KAUFMAN & BROAD SA
KER KERING SA
ALTA ALTAREA SCA
VNA VONOVIA SE
MOBN MOBIMO HOLDING AG
ALO ALSTOM SA
XIOR XIOR STUDENT HOUSING N.V.
ICAD ICADE SA
BYG BIG YELLOW GROUP PLC
UTG UNITE GROUP PLC
COFB COFINIMMO SA
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
ALLN ALLREAL HOLDING AG
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
SPSN SWISS PRIME SITE AG
ELI ELIA GROUP SA/NV
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
IRES IRISH RESIDENTIAL PROPERTIES REIT PLC
CPINV CARE PROPERTY INVEST SA
SAFE SAFESTORE HOLDINGS PLC
ARG ARGAN SA
VGP VGP NV
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
IREN INVESTIS HOLDING SA
VACN VAT GROUP AG
SRE SIRIUS REAL ESTATE LIMITED
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
IGD IMMOBILIARE GRANDE DISTRIBUZIONE SIIQ S.P.A.
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
CTPNV CTP NV
SHUR SHURGARD SELF STORAGE LIMITED
SGSN SGS SA
IS INTERSHOP HOLDING AG
Ahmed Ben Salem
  • Ahmed Ben Salem
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
FP TOTAL SE
BVI BUREAU VERITAS SA
LI KLEPIERRE SA
COV COVIVIO SA
RI PERNOD RICARD SA
GFC GECINA SA
NXI NEXITY SA CLASS A
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
INEA FONCIERE INEA
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
ITRK INTERTEK GROUP PLC
KOF KAUFMAN & BROAD SA
KER KERING SA
ALTA ALTAREA SCA
VNA VONOVIA SE
MOBN MOBIMO HOLDING AG
ALO ALSTOM SA
XIOR XIOR STUDENT HOUSING N.V.
ICAD ICADE SA
BYG BIG YELLOW GROUP PLC
UTG UNITE GROUP PLC
COFB COFINIMMO SA
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
ALLN ALLREAL HOLDING AG
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
SPSN SWISS PRIME SITE AG
ELI ELIA GROUP SA/NV
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
IRES IRISH RESIDENTIAL PROPERTIES REIT PLC
CPINV CARE PROPERTY INVEST SA
SAFE SAFESTORE HOLDINGS PLC
ARG ARGAN SA
VGP VGP NV
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
IREN INVESTIS HOLDING SA
VACN VAT GROUP AG
SRE SIRIUS REAL ESTATE LIMITED
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
IGD IMMOBILIARE GRANDE DISTRIBUZIONE SIIQ S.P.A.
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
CTPNV CTP NV
SHUR SHURGARD SELF STORAGE LIMITED
SGSN SGS SA
IS INTERSHOP HOLDING AG
Lynn Hautekeete
  • Lynn Hautekeete

Basic-Fit New €307.6m convertible 2031 bond

BasicFit announced the successful pricing of a EUR 307.6m senior unsecured convertible bond due April 2031. The 5year bonds were issued at par with a 2.50% semiannual coupon and an initial conversion price of EUR 46.62, implying a 45% premium. Proceeds will be used for general corporate purposes, refinancing and to support accelerated organic and/or inorganic growth. Basic-Fit announces it has obtained a waiver for approx. €159.0m on its 2028 outstanding €303.7m convertible with a put option in ...

Florent Laroche-Joubert ... (+2)
  • Florent Laroche-Joubert
  • Roy Külter
Florent Laroche-Joubert ... (+2)
  • Florent Laroche-Joubert
  • Roy Külter
Carole Braudeau
  • Carole Braudeau

Credit Morning 04/16/2026

Cerba: solid performance in Q4 2025, discussions with creditors are about to start|Monte dei Paschi shareholders back Luigi Lovaglio’s re-election|

Loading...
New interest

Save your current filters as a new Interest

Please enter a name for this interest

Email alerts

Would you like to receive real-time email alerts when a new report is published under this interest?

Save This Search

These search results will show up under 'Saved searches' in the left panel

Please enter a name for this saved search

ResearchPool Subscriptions

Get the most out of your insights

Get in touch