reports
- ING Helpdesk
Benelux Morning Notes
Colruyt: Guidance reiterated despite weaker-than-expected 1H25/26. Dutch Pension Buyouts: Regulator DNB's view, c.€7bn so far, insurers at 15% market share now. OCI: Dutch investor association VEB and other shareholders take legal action to block Orascom merger. Proximus: CFO Mark Reid to leave Proximus by end of January 2026. Staffing Sector: US temp volume YoY declined vs October; NFP jobs beat expectations. Var Energy: Boosting production bodes well for years to come. Events Calendar
- ING Helpdesk
- ING Helpdesk
- ING Helpdesk
Benelux Morning Notes
Colruyt: Only 5 stores left to divest in France. EVS: Lower end of the range becomes the base case, on longer lead times. Fagron: Two EMEA acquisitions and California license for FSS. Kinepolis: “Wicked” achieves solid box office. OCI: Divesting Rotterdam ammonia terminal for €290m. Prosus: 1HFY26 results – on track
- ING Helpdesk
Benelux Morning Notes
Arcadis: US peer Aecom sets a new standard for EBITDA margin potential. Belgian telecoms: Orange Belgium price increases from January. CFE: Keeps outlook, materially lower QoQ net debt. Flow Traders: Market volumes improve in October. IMCD: Awaiting a recovery. Kinepolis: Launches retail bond issuance for €100-150m. NEPI Rockcastle: Sound operational performance continues. Universal Music Group: EU to warn on Downtown deal
- Guy Sips
- Jacob Mekhael
- Kristof Samoy
- Wim Hoste
- Hilde Van Boxstael
- Lynn Hautekeete
- Mathijs Geerts Danau
- Wim Lewi
NEXTENSA ACHIEVES SOLID RESULTS IN Q3
NEXTENSA ACHIEVES SOLID RESULTS IN Q3 REGULATED INFORMATIONBrussels, 13 November 2025, 5:55 PM RESULTS ON Q3 2025 HIGHLIGHTS NEXTENSA ACHIEVES SOLID RESULTS IN Q3 In the third quarter of 2025 Nextensa maintained its strong momentum and achieved a clear increase in profitability. Net profit increased significantly, driven by a higher contribution of development activities, lower financing costs and a further strengthening of the balance sheet. Three significant transactions were completed in Q3 2025: Sale of Retail Estates. On August 28,2025, Nextensa has sold its entire 8.99% sta...
NEXTENSA RÉALISE DES RÉSULTATS SOLIDES EN Q3
NEXTENSA RÉALISE DES RÉSULTATS SOLIDES EN Q3 INFORMATION RÉGLEMENTÉEBruxelles, 13 novembre 2025, 17h55 RESULTATS POUR LE Q3 2025 FAITS MARQUANTS NEXTENSA RÉALISE DES RÉSULTATS SOLIDES EN Q3 Au troisième trimestre 2025, Nextensa a poursuivi son élan positif en enregistrant une croissance nette de sa rentabilité. Le bénéfice net a connu une progression significative, soutenu par la contribution accrue des activités de développement, la diminution des coûts de financement et le renforcement continu de son bilan. Trois opérations significative majeures ont été finalisées au Q3 2025. :...
NEXTENSA ZET SOLIDE RESULTATEN NEER IN Q3
NEXTENSA ZET SOLIDE RESULTATEN NEER IN Q3 GEREGLEMENTEERDE INFORMATIEBrussel, 13 november 2025, 17h55 RESULTATEN OVER Q3 2025 HIGHLIGHTS NEXTENSA ZET SOLIDE RESULTATEN NEER IN Q3 In het derde kwartaal van 2025 behield Nextensa zijn sterke momentum en realiseerde het een duidelijke stijging van de rentabiliteit. De nettowinst steeg aanzienlijk dankzij een hogere bijdrage van de ontwikkelingsactiviteiten, lagere financieringskosten en een verdere versterking van de balans. In Q3 van 2025 werden drie significante transacties afgerond: Verkoop van Retail Estates. Op 28 augustus 2025 he...
- ING Helpdesk
Benelux Morning Notes
Adyen: Preview Investor Day Aperam: In line 3Q25 EBITDA, soft 4Q25 guidance balanced by optimism on EU trade action and FCF beat Brunel: 3Q25 beats; outlook FY25 in line but trend NL and cash position weaker CM.com: Rejects Bird's offer Euronext: Records, beats, buybacks and upgrades GBL: 3Q25 a bit light Kinepolis: Canadian peer Cineplex 3Q25 Results and October 2025 Box office revenue NEPI Rockcastle: COO appointed as new CEO Proximus: Major cut to Global 2026 EBITDA, in line 3Q, 2025 FCF guid...
- ING Helpdesk
Benelux Morning Notes
Adecco: 3Q25 strong beat; outlook 4Q25 seems in line. Air France-KLM: Bit light but outlook unchanged. ArcelorMittal: In line 3Q25, supportive medium-term outlook. AMG: 3Q25 EBITDA beats by 5%, ‘only' modest FY guidance increase might disappoint. BAM Group: Maintains outlook as expected. CTP: Guidance at the lower end due to a missed deal in Romania. Strong operational trends continued. IMCD: 3Q showed pressure on gross margin. Kinepolis: US peer AMC; better revenues and EBITDA in ...
MT ARCELORMITTAL SA
RAND RANDSTAD NV
BAMNB KONINKLIJKE BAM GROEP NV
SOLB SOLVAY SA
AF AIR FRANCE-KLM SA
SOF SOFINA SA
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
MELE MELEXIS NV
VGP VGP NV
KIN KINEPOLIS GROUP NV
INX IMCD N.V.
CTPNV CTP NV
SYENS SYENSQO
TALABAT TALABAT HOLDING PLC
- Guy Sips
- Kristof Samoy
- Livio Luyten
- Michiel Declercq
- Thibault Leneeuw
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
Dynamic Top Pick List Update November: Removing Xior; Adding Aedifica
The tariff war has eased, but with Trump, uncertainty has become a guarantee. While the macro-economic impact has been limited so far, the prolonged situation could still result in significant and long-lasting economic damage. We are maintaining a defensive stance in our Benelux Dynamic Top Pick List. The Federal Reserve (FED) has started its easing cycle, but the final amount of interest rate cuts is uncertain. The European Central Bank (ECB) has now largely completed its interest rate cutting ...
- Guy Sips
Kinepolis Group Acquiring the operations of US movie theatre chain Ema...
Kinepolis will acquire the operations of the US movie theatre chain Emagine Entertainment. Kinepolis will add 14 cinemas to its portfolio, representing 177 screens and 18,000 seats, located in Michigan, Illinois, Indiana, and Wisconsin. Kinepolis expects to complete the acquisition by the end of the year. The agreement represents a transaction value of $105m (€ 91m) for 100% of Emagine's business. An additional earn-out amount of up to $15m (€ 13m) is linked to the growth of the US Box Office du...
- Guy Sips
- Jacob Mekhael
- Wim Hoste
- ING Helpdesk
Benelux Morning Notes
Azelis: Appointment of Boris Cambon-Lalanne as group CFO. Belgian Telecoms: Price increase on most of the non-commercialised products and Scarlet trio. D'Ieteren: Belgian October car registrations down 7%, VW down 20%. Kendrion: Results preview; launching share buyback programme. Kinepolis: Acquires US movie theatre chain Emagine Entertainment for US$105m. Kinepolis: October box office in US/Canada and France attendance drop again. Ontex: Branded activity now fully divested. Philip...
Kinepolis signs agreement to acquire the operations of US movie theatr...
Kinepolis signs agreement to acquire the operations of US movie theatre chain Emagine Entertainment Kinepolis signs agreement to acquire the operations of US movie theatre chain Emagine Entertainment Regulatory release - Inside information 4 November 2025, 7:00 AM CET Kinepolis (Euronext: KIN) has reached an agreement to acquire the operations of the US movie theatre chain Emagine Entertainment. Kinepolis expects to complete the acquisition by the end of the year. As a result of this agreement, Kinepolis will add 14 cinemas to its portfolio, representing 177 screens and 18,000 seats, ...
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.