Group 1 - The acquisition of esure by Ageas has been completed, with all necessary regulatory approvals obtained [1][2] - This acquisition positions Ageas among the top three personal lines insurers in the UK, enhancing its distribution network and customer demographics [2][3] - The total consideration for the acquisition is GBP 1.295 billion (EUR 1.510 billion), and the pro forma Solvency II ratio post-acquisition is projected to be 205% [4][5] Group 2 - The acquisition aligns with Ageas's strategic priorities, aiming to create shareholder value through synergies and improved technology and data capabilities [3][4] - The integration of Ageas UK and esure is expected to enhance cash generation capabilities, with an anticipated increase in free cash flow per share of approximately 10% after 2027 [3] - Ageas operates in multiple countries, focusing on both life and non-life insurance products, and reported annual inflows of EUR 18.5 billion in 2024 [5]

Core Insights - AGS is set to unveil a new brand identity and showcase its largest product range at the Global Gaming Expo (G2E) in October 2025 [2][8] - The rebranding reflects AGS's transformation into a global supplier across all gaming categories, having significantly scaled its operations and expanded its market presence [5][6] Company Transformation - The new bolt logo symbolizes AGS's growth from a Class II slot supplier to a leading player in Class III slots and table games [5][6] - Since its last rebrand in 2014, AGS has doubled global slot sales, increased interactive revenue by over 150%, and grown table revenue by more than 50% [6] Product Showcase at G2E - AGS will present 86 slot titles, eight table games, and a dedicated zone for its interactive division, AGSi, at G2E [2][6] - Highlights include the Spectra SL75+ Premium™ cabinet, Flex games across Spectra™ cabinets, and the Bonus Spin Xtreme™ table innovation [7] Market Position - AGS ranks among the top five slot suppliers and top two table content providers in North America, frequently holding the 1 position as an online slot supplier [6]

Core Insights - The company reported strong first-half 2025 results, achieving a Net Operating Result of EUR 734 million, which is a 20% increase compared to H1 2024 [1] - The positive performance is attributed to a diverse portfolio in Life and Non-Life products, with notable growth in Belgium exceeding 10% and a successful product mix transition in China [1] - The company revised its Elevate27 targets upward, increasing the Holding Free Cash Flow target from above EUR 2.2 billion to more than EUR 2.3 billion by 2027, while maintaining a 6% annual increase in dividend per share [1] Financial Performance - Inflows reached EUR 10.5 billion, representing a 4% increase compared to H1 2024 [1] - The expected Net Operating Result for the full year is projected to be between EUR 1.3 billion and EUR 1.35 billion [1] - Operational capital is expected to be EUR 940 million, reflecting a 17% increase compared to 2024 [1] Shareholder Returns - An interim dividend of EUR 1.50 will be distributed on December 5 [1] - The company plans to distribute over EUR 2 billion to shareholders over the cycle [1] Sustainability Efforts - The company has improved its scores with leading ESG rating agencies, ISS and Sustainalytics, highlighting its commitment to sustainable entrepreneurship [1]

Group 1 - Ageas has completed its share buy-back programme for 2024-2025, which was announced on 28 August 2024 [1] - The company repurchased a total of 3,910,230 shares, representing 1.97% of the total shares outstanding, for a total amount of EUR 200 million [1] - After the buy-back, Ageas now holds a total of 4.13% of the issued shares, including other treasury shares [1] Group 2 - The final transactions from 28 July 2025 to 31 July 2025 included the purchase of 53,887 shares for a total amount of EUR 3,178,385, with an average price of EUR 58.98 [2] - The highest price during this period was EUR 59.65, while the lowest price was EUR 58.25 [2] - The daily breakdown of transactions shows a consistent buying pattern leading up to the completion of the programme [2]

Core Insights - AGS, a global gaming supplier, launched its new slot family, Mariachi Fortunes Trio™, in a bi-state world premiere at Yaamava' Resort & Casino and Palms Casino Resort [1][4] Group 1: Launch Event - The launch event featured two themes: Fiesta de los Vivos™ at Yaamava' Resort & Casino and Fiesta de las Calacas™ at Palms Casino Resort, showcasing vibrant celebrations [2][3] - Both casinos transformed their floors into lively Mexico-style plazas with themed decorations, folklorico dancers, and live mariachi bands [3] Group 2: Game Features - Mariachi Fortunes Trio™ includes two energetic themes filled with colorful art, upbeat mariachi music, and festive symbols like piñatas and sombreros [6] - The game offers a triple-pot, hold-and-spin experience where players collect coins on mariachi characters' hats to unlock unique bonuses [6] Group 3: Company Background - AGS focuses on creating diverse gaming experiences and has expanded from the Class II Native American gaming market to become a leading commercial gaming supplier [8] - Yaamava' Resort & Casino is recognized as a AAA Five-Diamond rated destination and has received multiple awards for its gaming and dining experiences [9] - Palms Casino Resort is notable for being the first Las Vegas resort fully owned and operated by a Native American tribe, offering a mix of luxury accommodations and entertainment options [11]

Core Points - BlackRock, Inc. has notified Ageas that its shareholding has exceeded the legal threshold of 5%, currently standing at 7.78% as of July 1, 2025 [1] - The notification was due to the acquisition or disposal of control of an undertaking that holds a participating interest in Ageas [1] - Ageas is a Belgian international insurance group with a 200-year heritage, focusing on life and non-life insurance products, and operates primarily in Europe and Asia [4] Company Structure and Changes - Following the acquisition of HPS Investment Partners, BlackRock's group structure has changed, with BlackRock, Inc. contributing its equity interests in BlackRock Finance, Inc. and Global Infrastructure Management, LLC to a wholly owned subsidiary, BlackRock Saturn Subco, LLC [2] - The full chain of controlled undertakings through which BlackRock's holding is effectively held can be found on Ageas's investor website [1] Ageas Overview - Ageas operates successful insurance businesses in multiple countries including Belgium, the UK, Portugal, Türkiye, China, and several Southeast Asian nations, employing around 50,000 people [4] - The company reported annual inflows of EUR 18.5 billion in 2024, indicating a strong market presence [4]

Group 1 - The acquisition of Acromas Insurance Company Limited (AICL) by Ageas has been completed following the necessary regulatory approvals [1] - This acquisition marks the beginning of a 20-year partnership with Saga Services Limited for distributing personal lines Motor and Home insurance products [2] - The acquisition aligns with Ageas's Elevate27 strategy, focusing on the growing market of the ageing population, enhancing its position as a leading personal lines insurer in the UK [3] Group 2 - The total consideration for the acquisition is approximately GBP 67 million, to be paid between the acquisition and the operational start date of the partnership [4] - Ageas is a significant player in the European and Asian insurance markets, with a history of 200 years and annual inflows of EUR 18.5 billion in 2024 [5]

Core Insights - Brightstar Capital Partners has successfully acquired PlayAGS, Inc. for approximately $1.1 billion, with AGS stockholders receiving $12.50 per share in cash, resulting in AGS becoming a privately held company [2][3] Group 1: Acquisition Details - The acquisition was first announced on May 9, 2024, and has now closed following stockholder approval and regulatory clearances [2][3] - AGS's common stock will be delisted from the New York Stock Exchange (NYSE) as a result of the acquisition [2] Group 2: AGS Performance - AGS has experienced significant growth, doubling its global slot unit sales to over 6,100 units in the past three years [3] - The company has increased its online real-money gaming content revenue by over 150% and Table Products revenue by more than 50%, achieving three consecutive years of record revenue performance [3] Group 3: Strategic Vision - AGS's CEO, David Lopez, expressed optimism about the partnership with Brightstar, highlighting the potential for accelerated growth and innovation in gaming products [4] - Brightstar aims to leverage AGS's comprehensive product offerings and customer-centric culture to expand into new markets and enhance technological advancements in gaming [4] Group 4: Company Backgrounds - AGS is recognized as a global gaming company with a diverse product portfolio that includes slot machines, table products, and online gaming, focusing on customer success and player engagement [5] - Brightstar Capital Partners is a middle market private equity firm with $5 billion in assets under management, specializing in business services, industrials, consumer, and government services [6]

Core Insights - AGS has been recognized as one of the Best Companies to Work For by U.S. News & World Report for 2025–2026, ranking in the top 30 percent of 2,119 publicly traded companies evaluated [2][3] Company Recognition - AGS was selected based on employee reviews and strong workplace data, with eligibility requiring over 75 reviews on Glassdoor from 2021 to early 2025 [3] - The evaluation considered employee sentiment and six key workplace factors, including pay and benefits, work-life balance, job stability, comfort, belonging, and career opportunities [4] Additional Honors - AGS was also recognized as a 2025 Best and Brightest Companies to Work For in the Nation and in Atlanta, and named a Top Workplace in the U.S. by USA TODAY [5] Company Overview - AGS is a global gaming supplier focused on creating diverse gaming experiences, with a strong presence in the Class II Native American gaming market [7] - The company offers a wide range of products, including Class II and Class III slot machines, table games, real-money gaming platforms, and social casino solutions [7]

Group 1: Debt Issuance - Ageas SA/NV successfully placed its inaugural debt securities amounting to GBP 400 million in Senior Fixed Rate Notes maturing in December 2028, with a first call date in September 2028, generating substantial interest from UK institutional investors [1] - The Notes are issued in denominations of GBP 100,000 at a re-offer price of 99.963, with a fixed coupon rate of 4.75% payable annually, and the first coupon payment scheduled for December 2025 [1] Group 2: Ratings and Listing - Standard and Poor's assigned an A+ rating and Moody's assigned an A1 rating to the Notes [2] - Application has been made for the Notes to be listed on the official list of the Luxembourg Stock Exchange and to be admitted to trading on the Luxembourg Stock Exchange's Euro MTF market, with expected issuance and settlement on 1 July 2025 [2] Group 3: Company Overview - Ageas is a Belgian-rooted international insurance group with a heritage of 200 years, offering both Life and Non-Life insurance products tailored to customer needs, and engaged in reinsurance activities [3] - The company operates in Europe and Asia, representing a significant portion of the global insurance market, with successful businesses in multiple countries including Belgium, the UK, and China, among others [3] - Ageas employs approximately 50,000 people and reported annual inflows of EUR 18.5 billion in 2024 [3]