reports
- David Vagman
- CFA
Kinepolis/Weak start, macro, long-term worries priced in/BUY
We cut our EPS by 13% on lower attendance and our target price by 14% to €43, while factoring in slightly lower long-term growth and a slower M&A restart. The share price has underperformed by 20% YTD, reflecting a weak 1Q25, some specific country issues (Netherlands, Spain, France), macro fears and, we think, more longer term concerns that the industry cannot pull off a material recovery despite an improvement in content. We keep our BUY rating on: (1) Kinepolis self-help and, above all, its M&...
- ING Helpdesk
Benelux Morning Notes
Allfunds Group plc: 1Q25 Preview. Azelis: 1Q25 EBITA miss on tariff uncertainty, €20m self-help to support margins. Exor: Announces oversubscribed €1bn SBB tender offer, strike at VWAP +2%. Flow Traders: Mike drop. Fugro: 1Q25 as expected but outlook a question mark. IMCD: Breaking with tradition: CEO gone within 15 months. Kinepolis: Weak 1Q25, offset by a strong 2Q25 start. KPN: Small 1Q25 EBITDAal beat, guidance reiterated. Randstad: Capital Markets Event. RELX: 1Q25 trading...
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Kristof Samoy
- Livio Luyten
- Michiel Declercq
- Thibault Leneeuw
- Thomas Couvreur
- Thomas Vranken
- Wim Lewi
- ING Helpdesk
Benelux Morning Notes
AkzoNobel: 3% beat on 1Q25 Adj. EBITDA, FY25 guidance maintained at +€1.55bn. BE Semiconductor Industries: 1Q25 results - extending the downcycle. Corbion: Apogee. Just Eat Takeaway.com: 1Q25 Trading Update - no impact on the bid. Kinepolis: 1Q25 preview. KPN: 1Q25 preview. Randstad: Strong 9% high quality beat on 1Q25, 2Q25 outlook looks a touch below. Vår Energi: Fine start of the year, more to come. Vopak: Reasonable start, cashflow developing nicely.
Nextensa: Convocation à l'assemblée générale ordinaire des actionnaire...
Nextensa: Convocation à l'assemblée générale ordinaire des actionnaires du 19 mai 2025 COMMUNIQUÉ DE PRESSE INFORMATIONS RÉGLEMENTÉES Bruxelles, 16 avril 2025, 7h30 Convocation à l’assemblée générale ordinaire des actionnaires du 19 mai 2025 Le conseil d’administration de Nextensa invite les actionnaires à participer à l’assemblée générale ordinaire qui se tiendra le lundi 19 mai 2025 à la Maison de la Poste à Rue Picard 5 boîte 7, 1000 Bru...
Nextensa: Oproeping tot de gewone algemene vergadering van aandeelhoud...
Nextensa: Oproeping tot de gewone algemene vergadering van aandeelhouders van 19 mei 2025 PERSBERICHT GEREGLEMENTEERDE INFORMATIE Brussel, 16 April 2025, 7u30 Oproeping tot de gewone algemene vergadering van aandeelhouders van 19 mei 2025 De raad van bestuur van Nextensa nodigt de aandeel...
Publication annual report 2024, convening notice for the General Meeti...
Publication annual report 2024, convening notice for the General Meeting and proposal new directors Publication annual report 2024, convening notice for the General Meeting and proposal new directors Regulated information 11 April 2025, 8 am CET Kinepolis Group NV presents its integrated annual report 2024, with a comprehensive overview of the Group's strategic, financial, operational and ESG performance for the year 2024. The report is available in English and Dutch and can be accessed . Kinepolis' annual report 2024 is the first report prepared in accordance with the guidelines of th...
Publication rapport annuel 2024, convocation à l'Assemblée générale et...
Publication rapport annuel 2024, convocation à l'Assemblée générale et proposition de nouveaux administrateurs Publication rapport annuel 2024, convocation à l'Assemblée générale et proposition de nouveaux administrateurs Information réglementée 11 avril 2025, 8h00 CET Kinepolis Group SA présente son rapport annuel intégré 2024, avec un aperçu complet des performances stratégiques, financières, opérationnelles et ESG du Groupe pour l'année 2024. Le rapport est disponible en anglais et en néerlandais et peut être consulté Le rapport annuel 2024 de Kinepolis est le premier rapport prépa...
Publicatie jaarverslag 2024, oproeping Algemene Vergadering en voorste...
Publicatie jaarverslag 2024, oproeping Algemene Vergadering en voorstel nieuwe bestuurders Publicatie jaarverslag 2024, oproeping Algemene Vergadering en voorstel nieuwe bestuurders Gereglementeerd bericht 11 april 2025, 8u00 CET Kinepolis Group NV presenteert haar geïntegreerd jaarverslag 2024, met een uitgebreid overzicht van de strategische, financiële, operationele en ESG-prestaties van de Groep over het jaar 2024. Het verslag is beschikbaar in het Engels en Nederlands en kan worden geraadpleegd . Kinepolis’ jaarverslag 2024 is het eerste verslag dat werd opgesteld in overeenstemm...
- ING Helpdesk
Benelux Morning Notes
DEME Group: Does money make life beautiful? Yes! Euronext: March Madness hits Markets. Kinepolis: Cineplex March 2025 box office revenue at 47% of 2019 level, down 50% YoY. Page Group: 1Q25 trading update; FY25 outlook more uncertain. SBM Offshore: Interesting step, but is it necessary? Staffing: French staffing: ongoing weak volumes in February on tough comps. WDP: €107m of new pre-let development projects
- ING Helpdesk
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
- Hilde Van Boxstael
- Kristof Samoy
- Lynn Hautekeete
- Michiel Declercq
- Thomas Couvreur
- Wim Hoste
Nextensa welcomes Proximus at Tour & Taxis and acquires Proximus tower...
Nextensa welcomes Proximus at Tour & Taxis and acquires Proximus towers in Brussels PRESS RELEASE REGULATED INFORMATION INSIDE INFORMATIONBrussels, 2 April 2025, 5.40pm Nextensa welcomes Proximus at Tour & Taxis and acquires Proximus towers in Brussels Real estate developer and investor Nextensa is pleased to announce that Proximus will establish its new headquarters on the Tour & Taxis site in Brussels. The deal also includes Nextensa's purchase of...
Nextensa accueille Proximus à Tour & Taxis et acquiert les tours Proxi...
Nextensa accueille Proximus à Tour & Taxis et acquiert les tours Proximus à Bruxelles COMMUNIQUÉ DE PRESSE INFORMATIONS RÉGLEMENTÉES INFORMATIONS PRIVILÉGIÉESBruxelles, 2 avril 2025, 17h40 Nextensa accueille Proximus à Tour & Taxis et acquiert les tours Proximus à Bruxelles Le promoteur et investisseur immobilier Nextensa a le plaisir d'annoncer que Proximus établira son nouveau siège social sur le site de Tour & Taxis à Bruxelles. L'accor...
Nextensa verwelkomt Proximus op Tour & Taxis en verwerft Proximus-tore...
Nextensa verwelkomt Proximus op Tour & Taxis en verwerft Proximus-torens in Brussel PERSBERICHT GEREGLEMENTEERDE INFORMATIE VOORWETENSCHAPBrussel, 2 April 2025, 17u40 Nextensa verwelkomt Proximus op Tour & Taxis en verwerft Proximus-torens in Brussel Vastgoedontwikkelaar- en investeerder Nextensa is verheugd aan te kondigen dat ...
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