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Olfa Taamallah ... (+3)
  • Olfa Taamallah
  • Roy Külter
  • Yan Derocles
VIE VEOLIA ENVIRONNEMENT SA
EDEN EDENRED SA
TKA THYSSENKRUPP AG
RR. ROLLS-ROYCE HOLDINGS PLC
MT ARCELORMITTAL SA
CA CARREFOUR SA
BEKB BEKAERT SA
SOP SOPRA STERIA GROUP SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
MTX MTU AERO ENGINES AG
ACN ACCENTURE PLC CLASS A
HO THALES SA
SSAB A SSAB AB CLASS A
RXL REXEL SA
INF INFOTEL SA
FGA FIGEAC AERO SA
RHM RHEINMETALL AG
SZG SALZGITTER AG
WHA WERELDHAVE N.V.
SWP SWORD GROUP SE
AUB AUBAY SA
FII LISI SA
GOE GROUPE GORGE SA
ATE ALTEN SA
VOE VOESTALPINE AG
ACX ACERINOX SA
XIOR XIOR STUDENT HOUSING N.V.
SAF SAFRAN S.A.
HEI HEIDELBERGCEMENT AG
AIR AIRBUS SE
ERA ERAMET SA
CAP CAPGEMINI SE
BA. BAE SYSTEMS PLC
COFB COFINIMMO SA
VRNL VERNEUIL PARTICIPATIONS
CTAC CTAC N.V.
TIETO TIETOEVRY OYJ
NDA AURUBIS AG
ANA ACCIONA SA
HM B H&M HENNES & MAURITZ AB CLASS B
COK CANCOM SE
VASTB VASTNED RETAIL BELGIUM NV
BC8 BECHTLE AG
ADN1 ADESSO AG
MONT MONTEA SCA
AED AEDIFICA SA
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
CPINV CARE PROPERTY INVEST SA
VGP VGP NV
BC BRUNELLO CUCINELLI S.P.A.
FACC FACC AG
IDR INDRA SISTEMAS S.A. CLASS A
RIO RIO TINTO PLC
LDO LEONARDO SPA
ECONT ECONOCOM GROUP SE CLASS D
BHP BHP GROUP LTD
REY REPLY S.P.A.
AMAG AMAG AUSTRIA METALL AG
NSI NSI N.V.
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
PRX PROSUS N.V. CLASS N
HAG HENSOLDT AG
WDP WAREHOUSES DE PAUW SCA
NA9 NAGARRO
AERO MONTANA AEROSPACE AG
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
ECMPA EUROCOMMERCIAL PROPERTIES NV
AM DASSAULT AVIATION
CTPNV CTP NV
SHEL SHELL PLC
IOS IONOS GROUP SE
LAT LATECOERE
R3NK RENK GROUP AG
EXENS EXOSENS
ATO ATOS SE
AAL ANGLO AMERICAN PLC
Olfa Taamallah ... (+3)
  • Olfa Taamallah
  • Roy Külter
  • Yan Derocles
Olfa Taamallah ... (+3)
  • Olfa Taamallah
  • Roy Külter
  • Yan Derocles
VIE VEOLIA ENVIRONNEMENT SA
EDEN EDENRED SA
TKA THYSSENKRUPP AG
RR. ROLLS-ROYCE HOLDINGS PLC
MT ARCELORMITTAL SA
CA CARREFOUR SA
BEKB BEKAERT SA
SOP SOPRA STERIA GROUP SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
MTX MTU AERO ENGINES AG
ACN ACCENTURE PLC CLASS A
HO THALES SA
SSAB A SSAB AB CLASS A
RXL REXEL SA
INF INFOTEL SA
FGA FIGEAC AERO SA
RHM RHEINMETALL AG
SZG SALZGITTER AG
WHA WERELDHAVE N.V.
SWP SWORD GROUP SE
AUB AUBAY SA
FII LISI SA
GOE GROUPE GORGE SA
ATE ALTEN SA
VOE VOESTALPINE AG
ACX ACERINOX SA
XIOR XIOR STUDENT HOUSING N.V.
SAF SAFRAN S.A.
HEI HEIDELBERGCEMENT AG
AIR AIRBUS SE
ERA ERAMET SA
CAP CAPGEMINI SE
BA. BAE SYSTEMS PLC
COFB COFINIMMO SA
VRNL VERNEUIL PARTICIPATIONS
CTAC CTAC N.V.
TIETO TIETOEVRY OYJ
NDA AURUBIS AG
ANA ACCIONA SA
HM B H&M HENNES & MAURITZ AB CLASS B
COK CANCOM SE
VASTB VASTNED RETAIL BELGIUM NV
BC8 BECHTLE AG
ADN1 ADESSO AG
MONT MONTEA SCA
AED AEDIFICA SA
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
CPINV CARE PROPERTY INVEST SA
VGP VGP NV
BC BRUNELLO CUCINELLI S.P.A.
FACC FACC AG
IDR INDRA SISTEMAS S.A. CLASS A
RIO RIO TINTO PLC
LDO LEONARDO SPA
ECONT ECONOCOM GROUP SE CLASS D
BHP BHP GROUP LTD
REY REPLY S.P.A.
AMAG AMAG AUSTRIA METALL AG
NSI NSI N.V.
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
PRX PROSUS N.V. CLASS N
HAG HENSOLDT AG
WDP WAREHOUSES DE PAUW SCA
NA9 NAGARRO
AERO MONTANA AEROSPACE AG
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
ECMPA EUROCOMMERCIAL PROPERTIES NV
AM DASSAULT AVIATION
CTPNV CTP NV
SHEL SHELL PLC
IOS IONOS GROUP SE
LAT LATECOERE
R3NK RENK GROUP AG
EXENS EXOSENS
ATO ATOS SE
AAL ANGLO AMERICAN PLC
Olfa Taamallah ... (+3)
  • Olfa Taamallah
  • Roy Külter
  • Yan Derocles
Dirk Verbiesen ... (+5)
  • Dirk Verbiesen
  • Marc Zwartsenburg
  • CEFA
  • Quirijn Mulder
  • Tijs Hollestelle

Utilities and offshore wind supply chain sector/Mind the gaps

In this report we present our view on the long-term growth prospects for offshore wind in Europe, implications of the energy transition and the role of TSOs, such as Elia Group. We also focus on supply chain beneficiaries in our Benelux coverage. An increasing number of long-term framework contracts should provide improved risk-rewards to the supply chain, in our view. Furthermore, we take a deep dive into growth drivers and long-term financing for Elia Group, beyond the company's current financ...

Pierre FerraguÊ ... (+2)
  • Pierre FerraguÊ
  • Rolf Bulk

Besi 2025 CMD: Our key takeaways

We attended the Besi 2025 Capital Markets Day on Thursday. Click on the link below for our key takeaways from the event.

Emira Sagaama ... (+3)
  • Emira Sagaama
  • Jeremy Garnier
  • Martial Descoutures
ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Belgian telecoms: Orange Belgium's new B2B offensive. BE Semiconductor Industries: Investor Day highlights. Proximus: Sale of Be-Mobile, asset disposals upped from ‘>€500m' to ‘up to €600m'. UCB: To invest in a new US manufacturing site

Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
Wim Lewi
  • Wim Lewi

Dollar Weakness The impact on our Benelux Coverage

In general, a weaker USD has a negative impact on Benelux stocks, particularly for companies with significant exports to the US. In this note we selected a list of companies with high US export exposure and we examine the potential impact on FY25 earninings. On top of the weak dollar, rising trade tensions or the introduction of tariffs further harm Benelux exporters. As the dollar depreciates against the euro, European goods become costlier for American consumers. At the same time, revenues ear...

Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

BE Semiconductor Industries: Targets upgraded ahead of Investor Day. KPN: VodafoneZiggo to use Delta fibre network over 600k footprint where it has none

Guy Sips ... (+6)
  • Guy Sips
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Thibault Leneeuw
  • Thomas Vranken
  • Wim Lewi
Thomas Vranken
  • Thomas Vranken

Biotalys Regulatory update points to end of 3Q25 for Evoca's US approv...

Biotalys announced regulatory progress for its lead biofungicide candidate, Evoca, in both the US and Europe. In the US, the EPA confirmed that Biotalys has met its data requirements and expects to complete its review by September 30, 2025. In Europe, Dutch authorities have positively evaluated Evoca's active ingredient as low risk, paving the way for EU-level peer review with Biotalys expecting a potential decision in 2H26. The update provides greater clarity on regulatory timelines, supporting...

Jacob Mekhael ... (+3)
  • Jacob Mekhael
  • Lynn Hautekeete
  • Thomas Vranken
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