reports
- Oliver Metzger
- Robert Jan Vos
- Usama Tariq
- 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...
- Hilde Van Boxstael
- Jacob Mekhael
- Livio Luyten
- Thibault Leneeuw
- Wim Lewi
Fagron reports solid third quarter performance with 6.4% revenue growt...
Fagron reports solid third quarter performance with 6.4% revenue growth and confirms full year outlook Regulated information - inside informationNazareth (Belgium)/Rotterdam (The Netherlands), 9 October 2025 – 7:00 AM CET Fagron reports solid third quarter performance with 6.4% revenue growth and confirms full year outlook Fagron, the leading global player in pharmaceutical compounding today publishes its quarterly results for the period ending 30 September 2025. Key Highlights Q3 2025 organic growth at CER1 of 8.5% on a normalized basis2 and 5.7% including the GLP-1 impactRevenue for ...
Fagron rapporteert een solide resultaat in het derde kwartaal met een ...
Fagron rapporteert een solide resultaat in het derde kwartaal met een omzetgroei van 6,4% en bevestigt voor het hele jaar de verwachtingen Gereglementeerde informatie - voorkennisNazareth (België)/Rotterdam (Nederland), 9 oktober 2025 - 07:00 uur CET Fagron rapporteert een solide resultaat in het derde kwartaal met een omzetgroei van 6,4% en bevestigt voor het hele jaar de verwachtingen. Fagron, de toonaangevende wereldwijde speler op het gebied van farmaceutische bereidingen, publiceert vandaag haar kwartaalresultaten voor de periode eindigend op 30 september 2025. Belangrijkste hoogte...
- ING Helpdesk
Benelux Morning Notes
Ageas: AG Real Estate looking to reduce exposure to Interparking, lower capital charges. Air France-KLM: 3Q25 a bit light? ASML: Preview 3Q25, riding the AI wave. Barco: Preview 3Q25, self-help offsets macro headwind. D'Ieteren: Belron starts to roll out static mobile recalibration. Euronext: September's seasonal recovery. Tessenderlo More focus on capital allocation and returns. TomTom: Preview 3Q25, Cost cutting offsets slow markets. Umicore: Gold inventory sale-and-lease-back
- ING Helpdesk
Benelux Morning Notes
Acomo: Acquires Manuzzi, expanding footprint in Southern Europe ASR: Ingrid de Swart to succeed Jos Baeten as CEO of ASR in May 2026 Fagron: Antitrust clearance for Brazilian Purifarma and Injeplast deals PostNL: Relaxation USO D+3 brought forward, pre-earnings analyst call 3Q25 Sofina: Over €0.5bn of additional firepower
- Hilde Van Boxstael
- Livio Luyten
- Mathijs Geerts Danau
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
Fagron receives Brazilian antitrust clearance for Purifarma and Injepl...
Fagron receives Brazilian antitrust clearance for Purifarma and Injeplast acquisitions Regulated information - inside informationNazareth (Belgium)/Rotterdam (The Netherlands), 6 October 2025 – 7:00 AM CET Fagron receives Brazilian antitrust clearance for Purifarma and Injeplast acquisitions Fagron, the leading global player in pharmaceutical compounding, announces that the Brazilian competition authority, CADE, has granted clearance for the previously announced acquisitions of Purifarma and Injeplast in Brazil. The clearances represent an important step forward in executing Fagron’s di...
Fagron verkrijgt goedkeuring door de mededingingsautoriteit in Brazili...
Fagron verkrijgt goedkeuring door de mededingingsautoriteit in Brazilië voor de overnames Purifarma and Injeplast Gereglementeerde informatie - voorkennisNazareth (België)/Rotterdam (Nederland), 6 October 2025 – 07.00 uur CET Fagron verkrijgt goedkeuring door de mededingingsautoriteit in Brazilië voor de overnames Purifarma and Injeplast Fagron, de toonaangevende wereldwijde speler in farmaceutische bereidingen, kondigt aan dat de Braziliaanse mededingingsautoriteit, CADE, goedkeuring heeft verleend voor de eerder aangekondigde acquisities Purifarma and Injeplast in Brazilië. De goedke...
- ING Helpdesk
Benelux Morning Notes
Belgian telcos: Digi launches new mobile offer at €7 per month with 30GB D'Ieteren: Belgium Sept car registration, Febiac cuts 2025 outlook to 405-410k new cars Dutch insurance: Achmea Sixth Steet JV done, new entrant for buyouts for ASR and NN Heijmans: I'm a steamroller baby Prosus: Just Eat Takeaway offer unconditional WDP: €22m investment in Romania
- Guy Sips
- Kristof Samoy
- Livio Luyten
- Michiel Declercq
- Thibault Leneeuw
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
Dynamic Top Pick List Update October: Removing VGP – Adding Shurgard a...
In this October update of our Dynamic Top Pick List we are removing VGP while adding Shurgard and Wolters Kluwer. Since its recent inclusion in our Dynamic Top Pick List in July-25, VGPs share rose by 10.6%. While we still believe there is significant upside to the share price, we don't see short term catalysts. In fact, the macro picture remains cloudy with the jury still out on the impact of tariffs and the erratic US policy shifts. Also, we are a bit concerned that competition in Western Eur...
WKL WOLTERS KLUWER NV
EVS EVS BROADCAST EQUIPMENT SA
XIOR XIOR STUDENT HOUSING N.V.
DIE D'IETEREN SA
SOF SOFINA SA
ROYAL VOPAK NV
VGP VGP NV
KIN KINEPOLIS GROUP NV
ABI ANHEUSER-BUSCH INBEV SA/NV
EXO EXOR N.V.
WDP WAREHOUSES DE PAUW SCA
AZE AZELIS GROUP NV
DEME DEME GROUP NV
SHUR SHURGARD SELF STORAGE LIMITED
- Ahmed Ben Salem
VAC PIERRE & VACANCES SA
BVB BORUSSIA DORTMUND GMBH & CO. KGAA
BON BONDUELLE SCA
NANO NANOBIOTIX SA
CFEB COMPAGNIE D'ENTREPRISES CFE SA
SIGHT GENSIGHT BIOLOGICS SA
VIG VIENNA INSURANCE GROUP AG WIENER VERSICHERUNG GRUPPE
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
DGM DIAGNOSTIC MEDICAL SYSTEMS
SPIE SPIE SA
HOME NEINOR HOMES SA
WAGA WAGA ENERGY SA
CTPNV CTP NV
LHYFE LHYFE S.A.
ORP ORPEA
4X0 STEYR MOTORS AG
HAVAS HAVAS N.V
- Ahmed Ben Salem
VAC PIERRE & VACANCES SA
BVB BORUSSIA DORTMUND GMBH & CO. KGAA
BON BONDUELLE SCA
NANO NANOBIOTIX SA
CFEB COMPAGNIE D'ENTREPRISES CFE SA
SIGHT GENSIGHT BIOLOGICS SA
VIG VIENNA INSURANCE GROUP AG WIENER VERSICHERUNG GRUPPE
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
DGM DIAGNOSTIC MEDICAL SYSTEMS
SPIE SPIE SA
HOME NEINOR HOMES SA
WAGA WAGA ENERGY SA
LHYFE LHYFE S.A.
ORP ORPEA
4X0 STEYR MOTORS AG
HAVAS HAVAS N.V
- Thijs Berkelder
Fagron increases share capital through exercise subscription rights
Fagron increases share capital through exercise subscription rights Regulated informationNazareth (Belgium)/Rotterdam (The Netherlands), 29 September 2025 – 7PM CET Fagron increases share capital through exercise subscription rights Fagron announces that as a result of the exercise of subscription rights, 355,000 new shares have been issued on 29 September 2025. In accordance with the Belgian transparency legislation, Fagron notes that its total share capital currently amounts to € 506,745,841.93. The total number of shares with voting rights after the issue amounts to 73,668,904 which ...
Fagron verhoogt kapitaal door uitoefening van inschrijvingsrechten
Fagron verhoogt kapitaal door uitoefening van inschrijvingsrechten Gereglementeerde informatieNazareth (België)/Rotterdam (Nederland), 29 september 2025 – 19:00u. CET Fagron verhoogt kapitaal door uitoefening van inschrijvingsrechten Fagron maakt bekend dat er op 29 september 2025 355.000 nieuwe aandelen zijn uitgegeven als gevolg van de uitoefening van inschrijvingsrechten. Overeenkomstig de Belgische transparantiewetgeving deelt Fagron mee dat haar maatschappelijk kapitaal na de uitgifte € 506.745.841,93 bedraagt. Het totaal aantal stemrechtverlenende effecten na de uitgifte bedraagt ...
- Maxime Kogge
PEO BANK POLSKA KASA OPIEKI SA
SDG SYNERGIE SA
INF INFOTEL SA
BEN BENETEAU SA
PKO PKO BANK POLSKI S.A.
FAGR FAGRON SA
VRAP VRANKEN-POMMERY MONOPOLE SA
GBT GUERBET SA
TRI TRIGANO SA
A1XA4J CARBIOS SA
ERA ERAMET SA
QDT QUADIENT SA
SPL SANTANDER BANK POLSKA SA
MIL BANK MILLENNIUM SA
TWEKA TKH GROUP N.V. CERT
ALR ALIOR BANK SA
RIO RIO TINTO PLC
BHP BHP GROUP LTD
VK VALLOUREC SA
ALVGO VOGO SA
ARVEN ARVERNE GROUP SA
MFEA MEDIASET NV
FERGR FERRARI GROUP PUBLIC LIMITED COMPANY
AAL ANGLO AMERICAN PLC
- Maxime Kogge
INF INFOTEL SA
BEN BENETEAU SA
FAGR FAGRON SA
VRAP VRANKEN-POMMERY MONOPOLE SA
GBT GUERBET SA
TRI TRIGANO SA
A1XA4J CARBIOS SA
ERA ERAMET SA
QDT QUADIENT SA
TWEKA TKH GROUP N.V. CERT
RIO RIO TINTO PLC
BHP BHP GROUP LTD
VK VALLOUREC SA
ALVGO VOGO SA
ARVEN ARVERNE GROUP SA
MFEA MEDIASET NV
FERGR FERRARI GROUP PUBLIC LIMITED COMPANY
AAL ANGLO AMERICAN PLC
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