reports
- ING Helpdesk
- ING Helpdesk
Benelux Morning Notes
AEGON: Addition of €200m to existing SBB, considering US domicile, results mixed. Alfen: 19% EBITDA cut, mid-point new 2026 guidance. Flow Traders: Positive volumes, negative volatility. Kinepolis: Strong profit beat on better operating leverage, higher ticket and ITS per visitor. Recticel: Peer Rockwool 2Q25 results. Tessenderlo: Solid 1H25 beat, guidance maintained. VGP: Strong results, more news on JVs to come
- Guy Sips
- Hilde Van Boxstael
- Thibault Leneeuw
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
- Guy Sips
Kinepolis Group Strong international blockbusters put leverage on prem...
We maintain our positive stance (Buy, € 50 Target Price) after 1H25 showed that strong international blockbusters put leverage on Kinepolis' premiumisation strategy. 2Q25 showed that Kinepolis' investments in experience and innovation as well as its operating model are particularly rewarding. We look forewarned to more news on further external expansion as the CEO highlighted that they are prepared for it after the new credit facility (Kinepolis closed in 1H a new € 160.0m credit line).
Strong second quarter for Kinepolis cinemas thanks to international bl...
Strong second quarter for Kinepolis cinemas thanks to international blockbusters Strong second quarter for Kinepolis cinemas thanks to international blockbusters Regulated information 21 August 2025, 7.00 am CET After a weak start to the year due to a limited blockbuster offering, Kinepolis posted strong second-quarter results, driven by a robust international film lineup and an effective premiumisation strategy. The success of ‘A Minecraft Movie’, ‘Lilo & Stitch’ and ‘Mission Impossible: The Final Reckoning’, among others, boosted visitor numbers by 17.3% in the second quarter compared...
Un deuxième trimestre solide pour les cinémas Kinepolis grâce aux bloc...
Un deuxième trimestre solide pour les cinémas Kinepolis grâce aux blockbusters internationaux Un deuxième trimestre solide pour les cinémas Kinepolis grâce aux blockbusters internationaux Information réglementée 21 août 2025, 7h00 Après un début d’année en demi-teinte, dû à une offre limitée de blockbusters, Kinepolis a enregistré de bons résultats au deuxième trimestre, portés par une offre internationale de films réussie et une stratégie de premiumisation efficace. Le succès de ‘Minecraft, le film’, ‘Lilo & Stitch’ et ‘Mission Impossible : The Final Reckoning’, entre autres, a fait gr...
Sterk tweede kwartaal voor Kinepolis-bioscopen dankzij internationale ...
Sterk tweede kwartaal voor Kinepolis-bioscopen dankzij internationale blockbusters Sterk tweede kwartaal voor Kinepolis-bioscopen dankzij internationale blockbusters Gereglementeerd bericht 21 augustus 2025, 7u00 CET Na een zwakke start van het jaar door een beperkt blockbusteraanbod, boekte Kinepolis sterke resultaten in het tweede kwartaal. Dit dankzij een succesvol internationaal filmaanbod in combinatie met een lonende premiumisatie-strategie. Het succes van onder meer ‘A Minecraft Movie’, ‘Lilo & Stitch’ en ‘Mission Impossible: The Final Reckoning’ deden het bezoekersaantal in het ...
- ING Helpdesk
- Jacob Mekhael
Autolus 2Q25 confirms the strong Aucatzyl US launch, EU launch put on ...
Yesterday before US market open, Autolus reported 2Q25 Aucatzyl sales of $20.9m, coming in above expectations (CSS: $13.4m). 1H25 sales of $29.9m implies 66 infused patients (i.e. approx. 6% market share), and points to a stronger than anticipated launch, which means our KBCS FY25 sales estimate of $43m is looking on the low end. Despite the strong US performance, the stock took a hit, likely due to the EU launch being put on hold, though we think this could protect the US business from an MFN p...
- Jacob Mekhael
- Wim Hoste
- Wim Lewi
Autolus Therapeutics Reports Second Quarter 2025 Financial Results and...
Autolus Therapeutics Reports Second Quarter 2025 Financial Results and Business Updates Company reports Q2 2025 AUCATZYL® net product revenue of $20.9 million and $29.9 for the first six months of 2025Company recently received conditional marketing authorization from U.K. Medicines and Healthcare products Regulatory Agency (MHRA) and conditional European marketing authorization from the European Commission (EC) for AUCATZYL®Follow up data from the FELIX trial demonstrating obe-cel's potential for long-term remission in r/r B-ALL presented at the 2025 European Hematology Association (EHA) Co...
Publication of a transparency notification
Publication of a transparency notification Kinepolis Group NVPress releaseRegulated information Publication of a transparency notification (Article 14, first paragraph, of the law of 2 May 2007 on disclosure of major holdings) 7 August 2025, 17h45 On 5 august 2025, Kinepolis Group NV has received a transparency notification from BNP Paribas Asset Management Holding, notifying that, following a transfer and an acquisition of securities with voting rights, the companies that are controlled by it own 3.06% of the voting rights attached to shares of Kinepolis Group NV, and therefore the ...
Publication relative à une notification de transparence
Publication relative à une notification de transparence Kinepolis Group SACommuniqué de presseInformation réglementée Publication relative à une notification de transparence (article 14, alinéa 1er de la loi du 2 mai 2007 relative à la publicité des participations importantes) 7 août 2025, 17h45 Le 5 août 2025, Kinepolis Group SA a reçu une notification de transparence de la part de BNP Paribas Asset Management Holding, dont il résulte que, suite à une cession et acquisition de titres conférant le droit de vote par les sociétés qu’elle contrôle, celles-ci possèdent au total 3,06% des dro...
Openbaarmaking van een transparantiekennisgeving
Openbaarmaking van een transparantiekennisgeving Kinepolis GroupPersberichtGereglementeerde informatie Openbaarmaking van een transparantiekennisgeving (artikel 14, eerste lid, van de wet van 2 mei 2007 op de openbaarmaking van belangrijke deelnemingen) 7 augustus 2025, 17u45 Op 5 augustus 2025 heeft Kinepolis Group NV een kennisgeving ontvangen van BNP Paribas Asset Management Holding waaruit blijkt dat de door haar gecontroleerde ondernemingen, door een overdracht en verwerving van stemrechtverlenende effecten, in totaal 3,06% van de stemrechten van Kinepolis Group NV bezitten en aldus...
- Roy Külter
- Steven Boumans
G1A GEA GROUP AG
CBK COMMERZBANK AG
CEZ CEZ AS
AFX CARL ZEISS MEDITEC AG
SCMN SWISSCOM AG
UTDI UNITED INTERNET AG
RHM RHEINMETALL AG
KBC KBC GROUP N.V.
MRK MERCK KGAA
G ASSICURAZIONI GENERALI S.P.A.
HEN3 HENKEL AG & CO. KGAA PREF
DTE DEUTSCHE TELEKOM AG
CRG CRH PLC
LEG LEG IMMOBILIEN AG
AD KONINKLIJKE AHOLD DELHAIZE N.V.
SIE SIEMENS AG
DRI 1&1 DRILLISCH AG
IHG INTERCONTINENTAL HOTELS GROUP PLC
ENR SIEMENS ENERGY AG
CTPNV CTP NV
H2O HIDROELECTRICA S.A.
UN0 UNIPER SE
- Roy Külter
- Steven Boumans
G1A GEA GROUP AG
CBK COMMERZBANK AG
CEZ CEZ AS
AFX CARL ZEISS MEDITEC AG
SCMN SWISSCOM AG
UTDI UNITED INTERNET AG
RHM RHEINMETALL AG
KBC KBC GROUP N.V.
MRK MERCK KGAA
G ASSICURAZIONI GENERALI S.P.A.
HEN3 HENKEL AG & CO. KGAA PREF
DTE DEUTSCHE TELEKOM AG
CRG CRH PLC
LEG LEG IMMOBILIEN AG
AD KONINKLIJKE AHOLD DELHAIZE N.V.
SIE SIEMENS AG
DRI 1&1 DRILLISCH AG
IHG INTERCONTINENTAL HOTELS GROUP PLC
ENR SIEMENS ENERGY AG
CTPNV CTP NV
H2O HIDROELECTRICA S.A.
UN0 UNIPER SE
- Robert Jan Vos
- Michiel Declercq
Ahold Delhaize 2Q25: Solid results with price investments paying off, ...
Ahold Delhaize reported a solid set of 2Q25 results, with comparable sales growth of 3.4% in the US (css: +3.1%) and +4.9% in the EU (css: +3.8%) exceeding expectations. While group margins contracted by 20bps to 4.0%, this was well anticipated on the back of ongoing price investments in the US and the dilutive impact from the consolidation of Profi in the EU. As such, the underlying group EBIT of € 917m came in slightly ahead of expectations (css: € 908m, css: € 905m). Following the solid 2Q25,...
- Benoit Valleaux
- Steven Gould
SN. SMITH & NEPHEW PLC
CON CONTINENTAL AKTIENGESELLSCHAFT
INFINEON INFINEON TECHNOLOGIES AG
EBS ERSTE GROUP BANK AG
BEI BEIERSDORF AG
VNA VONOVIA SE
ZAL ZALANDO SE
FRE FRESENIUS SE & CO. KGAA
BAYN BAYER AG
RAA RATIONAL AG
TIT TELECOM ITALIA S.P.A.
AD KONINKLIJKE AHOLD DELHAIZE N.V.
BP. BP P.L.C.
CCEP COCA-COLA EUROPEAN PARTNERS PLC
ENR SIEMENS ENERGY AG
NOVO B NOVO NORDISK A/S
QGEN QIAGEN N.V.
- Benoit Valleaux
- Steven Gould
SN. SMITH & NEPHEW PLC
CON CONTINENTAL AKTIENGESELLSCHAFT
INFINEON INFINEON TECHNOLOGIES AG
EBS ERSTE GROUP BANK AG
BEI BEIERSDORF AG
VNA VONOVIA SE
ZAL ZALANDO SE
FRE FRESENIUS SE & CO. KGAA
BAYN BAYER AG
RAA RATIONAL AG
TIT TELECOM ITALIA S.P.A.
AD KONINKLIJKE AHOLD DELHAIZE N.V.
BP. BP P.L.C.
CCEP COCA-COLA EUROPEAN PARTNERS PLC
ENR SIEMENS ENERGY AG
NOVO B NOVO NORDISK A/S
QGEN QIAGEN N.V.
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