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NN Group NV: 2 directors

Two Directors at NN Group NV sold 10,081 shares at between 50.660EUR and 52.030EUR. The significance rating of the trade was 70/100. 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...

Guy Sips ... (+12)
  • Guy Sips
  • Jacob Mekhael
  • Kristof Samoy
  • Livio Luyten
  • Lynn Hautekeete
  • Michiel Declercq
  • Sharad Kumar S.P
  • Thibault Leneeuw
  • Thomas Couvreur
  • Thomas Vranken
  • Wim Hoste
  • Wim Lewi

Dynamic Top Pick List Update April 2025: Removing Gimv – Adding Adyen

In this April 2025 update of the KBC Securities' Dynamic Top Pick List, we are removing Gimv and adding Adyen. Since adding Gimv to the Dynamic Top Pick List in mid-December 2024, Gimv's performance has remained flat. However, month-to-date, it has increased by nearly 7%, while the indices have all declined. Given the backdrop of a tariff war brewing, we think it's time to remove Gimv from the Dynamic Top Pick List as medium-sized businesses are more likely to feel the pinch of lower demand and...

Jerôme Bodin ... (+2)
  • Jerôme Bodin
  • Thomas Zlowodzki
CON CONTINENTAL AKTIENGESELLSCHAFT
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
RNO RENAULT SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
EO FAURECIA SA
OSE OSE IMMUNOTHERAPEUTICS SA
SSAB A SSAB AB CLASS A
DAI DAIMLER AG
POM PLASTIC OMNIUM SE
SZG SALZGITTER AG
TYRES NOKIAN RENKAAT OYJ
HCO HIGHCO SA
PSM PROSIEBENSAT.1 MEDIA SE
IPH INNATE PHARMA SA CLASS A
NTG NETGEM SA
LNA LNA SANTE SA
GBT GUERBET SA
VOE VOESTALPINE AG
ALCAR CARMAT SA
ACX ACERINOX SA
TRI TRIGANO SA
FR VALEO SE
G24 SCOUT24 AG
VOW3 VOLKSWAGEN AG PREF
ERA ERAMET SA
QDT QUADIENT SA
POS PORR AG
NDA AURUBIS AG
CAI CA IMMOBILIEN ANLAGEN AG
CIE CIE AUTOMOTIVE S.A.
MONT MONTEA SCA
SLIGR SLIGRO FOOD GROUP N.V.
KTCG KAPSCH TRAFFICCOM
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
SEFER SERGEFERRARI GROUP SA
ALBFR SIDETRADE SA
FYB FORMYCON AG
SMHN SUESS MICROTEC AG
FACC FACC AG
RACE FERRARI NV
RIO RIO TINTO PLC
BHP BHP GROUP LTD
PIRC PIRELLI & C. S.P.A.
JST JOST WERKE AG
AMAG AMAG AUSTRIA METALL AG
VOS VOSSLOH AG
UMI UMICORE
GEST GESTAMP AUTOMOCION S.A.
2CRSI 2CRSI SA
RBO ROCHE BOBOIS INTERNATIONAL SAS
ALCUR ARCURE SA
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
STLA STELLANTIS N.V.
FAST FASTNED
ALAFY AFYREN
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
LHYFE LHYFE S.A.
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
IOS IONOS GROUP SE
TUI TUI AG
DSFIR KONINKLIJKE DSM N.V.
R3NK RENK GROUP AG
ARVEN ARVERNE GROUP SA
ALIV SDB AUTOLIV INC.
BRE BREMBO S.P.A.
Jerôme Bodin ... (+2)
  • Jerôme Bodin
  • Thomas Zlowodzki
CON CONTINENTAL AKTIENGESELLSCHAFT
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
RNO RENAULT SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
EO FAURECIA SA
OSE OSE IMMUNOTHERAPEUTICS SA
SSAB A SSAB AB CLASS A
DAI DAIMLER AG
POM PLASTIC OMNIUM SE
SZG SALZGITTER AG
TYRES NOKIAN RENKAAT OYJ
HCO HIGHCO SA
PSM PROSIEBENSAT.1 MEDIA SE
IPH INNATE PHARMA SA CLASS A
NTG NETGEM SA
LNA LNA SANTE SA
GBT GUERBET SA
VOE VOESTALPINE AG
ALCAR CARMAT SA
ACX ACERINOX SA
TRI TRIGANO SA
FR VALEO SE
G24 SCOUT24 AG
VOW3 VOLKSWAGEN AG PREF
ERA ERAMET SA
QDT QUADIENT SA
POS PORR AG
NDA AURUBIS AG
CAI CA IMMOBILIEN ANLAGEN AG
CIE CIE AUTOMOTIVE S.A.
MONT MONTEA SCA
SLIGR SLIGRO FOOD GROUP N.V.
KTCG KAPSCH TRAFFICCOM
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
SEFER SERGEFERRARI GROUP SA
ALBFR SIDETRADE SA
FYB FORMYCON AG
SMHN SUESS MICROTEC AG
FACC FACC AG
RACE FERRARI NV
RIO RIO TINTO PLC
BHP BHP GROUP LTD
PIRC PIRELLI & C. S.P.A.
JST JOST WERKE AG
AMAG AMAG AUSTRIA METALL AG
VOS VOSSLOH AG
UMI UMICORE
GEST GESTAMP AUTOMOCION S.A.
2CRSI 2CRSI SA
RBO ROCHE BOBOIS INTERNATIONAL SAS
ALCUR ARCURE SA
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
STLA STELLANTIS N.V.
FAST FASTNED
ALAFY AFYREN
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
LHYFE LHYFE S.A.
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
IOS IONOS GROUP SE
TUI TUI AG
DSFIR KONINKLIJKE DSM N.V.
R3NK RENK GROUP AG
ARVEN ARVERNE GROUP SA
ALIV SDB AUTOLIV INC.
BRE BREMBO S.P.A.
ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Arcadis: Large contract in Resilience. ASM International: Highlights from CFO roadshow. Exor: Exor buying back Exor shares. Fastned: 2H24 results, cost pressure. Flow Traders: February volumes elevated in EMEA. Montea: JV with Weerts in Belgium. Sligro: FY24 results in line, weak 1Q25 outlook. Sofina: Final NAV a tad higher. Umicore: CMD targets – no big bang

Mahaut Arnaud ... (+3)
  • Mahaut Arnaud
  • Paul de Froment
  • Thomas Mordelle

Fastned: FY24 results

Fastned published its FY24 annual report this morning. The top line and gross margin had already been communicated, with revenue reaching EUR86.7m (vs cons. at 86m) and 79% gross margin (vs 74% FY23), Fastned reported a positive but lower-than-expected EBITDA at EUR7.4m (-50% vs cons. of EUR14.8m,

Jason Kalamboussis
  • Jason Kalamboussis

NN Group/Chi va piano, va sano e va lontano/BUY

NN Group is finally on a better footing to approach its upcoming Capital Markets Day. While OCG remains flattish, Solvency 2 is close to 200%, and has a solid path to reach 210%. Share Buybacks may see a progression of €50m to €350m per annum, but more could come as Dutch Life is reducing its declining trend and we believe may even reach growth in the long run. We continue to question the rationale for Japan and the Bank, but nothing looks imminent, and a swap for another asset would be our pref...

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Arcadis: Further in German rail. CVC Capital Partners: They beat, they score. D'Ieteren: US Belron peer Boyd 4Q24 a bit ahead, weak 2025 early outlook. Fastned: Preview FY24. IBA: 2H24 better REBIT, net cash but outlook on the low side. Proximus: Interim leadership announced. UCB: Peer Immunovant reports mixed results in gMG Zabka: Peer Jeronimo Martins FY24 results

Guy Sips ... (+6)
  • Guy Sips
  • Jacob Mekhael
  • Lynn Hautekeete
  • Sharad Kumar S.P
  • Thibault Leneeuw
  • Thomas Couvreur
Thomas Couvreur
  • Thomas Couvreur

Adyen Digital volumes worry & investment pains largely behind us

The 2H24 results provided additional comfort on the North American digital volumes, underlining the total cost of ownership benefit of the Adyen platform and demonstrating the more limited bottom line impact of large volatile merchants like Cash App and eBay. We believe the positive sentiment is warranted, despite being eroded now by the recent Trump Tariffs sell-off. Finetuning our model, including an increase of the financial income on the large cash position, leads to a new TP of €1.750; reit...

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

AEGON: 2H better, small miss on solvency, strong cash position. Azelis: Uneven organic recovery in 4Q24, strong on profitability. BE Semiconductor Industries: 4Q24 results – 2025 reset. Fagron: Strong organic growth momentum underlined by FY24 results and outlook. Kinepolis: Slight EBITDA, net debt miss 2H24. NN Group: Capital saved by the bell, rest in line. SBM Offshore: Strong outlook. TKH Group: Preview; the elephant in the room. VGP: Strong bottom line performance. Wolters Kluwer: ...

Guy Sips ... (+7)
  • Guy Sips
  • Hilde Van Boxstael
  • Sharad Kumar S.P
  • Thibault Leneeuw
  • Thomas Couvreur
  • Thomas Vranken
  • Wim Lewi

Morning Notes : AGN NA, BESI NA, FAGR BB, GIMB BB, KIN BB, NN NA, VGP ...

: AGN NA, BESI NA, FAGR BB, GIMB BB, KIN BB, NN NA, VGP BB, AZE BB, ZEAL DC

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