Core Viewpoint - Aegon has successfully completed its share buyback program, totaling EUR 400 million, which reflects the company's commitment to returning value to shareholders [1][2]. Group 1: Share Buyback Program - The share buyback program commenced on July 1, 2025, with an initial allocation of EUR 200 million, which was later expanded by an additional EUR 200 million on August 25, 2025 [1][2]. - A total of 61,197,437 common shares were repurchased between July 1, 2025, and December 15, 2025, at an average price of EUR 6.4772 per share [2]. - The repurchased shares will be canceled in December 2025, further enhancing shareholder value [2]. Group 2: Company Overview - Aegon is an international financial services holding company focused on investment, protection, and retirement solutions [3][4]. - The company operates fully owned businesses in the United States and the United Kingdom, along with a global asset management division [3]. - Aegon aims to create value through partnerships in various countries, including insurance joint ventures in Spain, Portugal, China, and Brazil, as well as asset management partnerships in France and China [3].

Core Points - Statkraft and Fortescue have amended and extended the conditional power agreement for the Holmaneset project, now covering a 10-year power supply and extending the agreement timeframe to 2029 [1][2] - The Holmaneset project is currently in the feasibility phase, with Fortescue progressing studies and approvals [1][3] - The power purchase agreement (PPA) is conditional upon financial close and the commencement of commercial operations [4] Company Insights - Statkraft is a leading international hydropower company and Europe's largest generator of renewable energy, with operations in hydropower, wind power, solar power, and gas-fired power [5] - Statkraft employs around 7,000 people across more than 20 countries, emphasizing its global presence in energy market operations [5]

Company Overview - Hepsor AS is a developer of residential and commercial real estate operating in Estonia, Latvia, and Canada [1] - The company has created 2,003 homes and nearly 44,787 square meters of commercial space over fourteen years of operation [1] - Hepsor is recognized as the first developer in the Baltic states to implement innovative engineering solutions for energy-efficient and environmentally friendly buildings [1] Development Projects - The company's portfolio includes 25 development projects with a total area of 178,200 square meters [1] - Hepsor is also active in five projects in Canada, focusing on preparing detailed spatial plans for land to achieve greater building rights [1] Financial Reporting Schedule - Hepsor AS plans to disclose its consolidated financial results in 2026 with the following schedule: - 18 February 2026: Unaudited interim report for Q4 and 12 months 2025 [1] - 24 April 2026: Audited annual report for 2025 [1] - 29 April 2026: Unaudited interim report for Q1 2026 [1] - 29 July 2026: Unaudited interim report for Q2 and six months 2026 [1] - 28 October 2026: Unaudited interim report for Q3 and nine months 2026 [1]

Core Viewpoint - EDF intends to redeem hybrid bonds issued in January 2014 and January 2013, totaling €1 billion and £1.25 billion respectively, as part of its financial strategy [2][3]. Group 1: Hybrid Bonds Redemption - The company will redeem €282.8 million and £159.6 million of outstanding hybrid bonds on their respective First Early Redemption Dates, which are set for January 22, 2026, and January 29, 2026 [3]. - The hybrid bonds were subject to tender offers launched on September 10, 2024, and September 29, 2025 [3]. Group 2: Recent Financial Activities - Since June 30, 2025, EDF has completed private bond placements totaling €750 million, along with an additional €50 million issuance related to bonds from December 9, 2019, which have a fixed coupon of 2.000% and an initial maturity of 30 years [4]. Group 3: Company Overview - EDF is a significant player in the energy transition, focusing on power generation, distribution, trading, and energy services, with a strong emphasis on low-carbon energy [7]. - The company generated 520 TWh of energy in 2024, with 94% being decarbonized, and maintains a carbon intensity of 30gCO2/kWh [7]. - EDF serves approximately 41.5 million customers and reported consolidated sales of €118.7 billion in 2024 [7].

Company Overview - Theon International PLC develops and manufactures advanced night vision and thermal imaging systems for defense and security applications, with a global presence [21] - The company began operations in 1997 in Greece and has since established a significant international footprint, including subsidiaries and production facilities in various countries [21] - Theon International PLC has over 240,000 systems in service with armed and special forces across 71 countries, including 26 NATO member countries [21] - The company has been listed on Euronext Amsterdam since February 2024 [21] Offering Details - Theon International PLC announced the conclusion of a rump placement as part of its issuance of 8,624,645 new ordinary shares [4][5] - During the subscription period, 8,522,058 new shares were subscribed, and all remaining 102,587 rump shares were sold in the placement [5][8] - The rump shares were placed at a price of €29.20 per share, with proceeds going to the company [5] - The entire amount of 8,624,645 new shares offered has been subscribed for by investors [5][8] - The issuance and listing of the new shares are scheduled for December 18, 2025 [8]

Core Insights - Nicox SA has successfully completed the generation and analysis of all key data required for New Drug Applications (NDAs) in the U.S. and China, including clinical trial and long-term stability data for the NCX 470 drug material and finished product [1][5][6] - The company is preparing for a pre-NDA meeting with the U.S. Food and Drug Administration (FDA) and plans to submit the NDA in the first half of 2026, with the Chinese submission expected shortly thereafter [5][6] Company Overview - Nicox SA is an international ophthalmology company focused on developing innovative solutions for vision maintenance and ocular health, with its lead product being NCX 470, a nitric oxide-donating eye drop for lowering intraocular pressure in glaucoma patients [4][7] - The company has licensing agreements for NCX 470 with Ocumension Therapeutics for the Chinese, Korean, and Southeast Asian markets, and with Kowa for the rest of the world [4][6] Future Milestones - The NDA submission for NCX 470 in the U.S. is on track for H1 2026, with the submission in China expected to follow shortly after [5][6] - A Phase 3 clinical program for NCX 470 has been initiated in Japan, managed and financed by Kowa [6]

Core Insights - Kering and Ardian have finalized a joint venture agreement for a prominent property located at 715-717 Fifth Avenue, New York City, encompassing approximately 115,000 sq. ft (10,700 sq. m) of luxury retail space [2][3] - Kering will hold a 40% stake in the joint venture, while Ardian will hold 60%, with the transaction valued at USD 900 million (EUR 766 million) and net proceeds for Kering amounting to USD 690 million (EUR 587 million) [3][4] - This partnership enhances Kering's real estate portfolio management strategy and provides financial flexibility, while Ardian views this investment as a strategic expansion into the U.S. market [4][5] Company Overview - Kering is a global luxury group with a diverse portfolio of brands including Gucci, Saint Laurent, and Bottega Veneta, generating revenue of €17.2 billion in 2024 and employing 47,000 people [6] - Ardian is a diversified private markets firm managing or advising $196 billion for over 1,890 clients globally, focusing on providing investment solutions that adapt to new economic dynamics [9]

Core Points - Sampo plc has conducted a share buyback on 15 December 2025, acquiring a total of 261,186 A shares at an average price of EUR 10.00 per share [1][2] - The share buyback program, announced on 5 November 2025, has a maximum limit of EUR 150 million and is in compliance with the Market Abuse Regulation [1] - Following the transactions, Sampo plc now holds a total of 6,913,612 A shares, which represents 0.26% of the total shares outstanding [2] Summary by Sections Share Buyback Details - On 15 December 2025, Sampo plc acquired shares across various markets, with the following volumes: - AQEU: 11,376 shares - CEUX: 98,199 shares - TQEX: 34,137 shares - XHEL: 117,474 shares - The total number of shares bought back was 261,186 at a consistent price of EUR 10.00 [1] Program Announcement - The share buyback program commenced on 6 November 2025, following the authorization from Sampo's Annual General Meeting on 23 April 2025 [1] Ownership Post-Transaction - After the buyback, Sampo plc's total ownership of A shares stands at 6,913,612, equating to 0.26% of the total shares [2]

Core Insights - Coop Pank AS has entered into its first synthetic securitisation transaction with the EIB Group to support new lending to small and medium-sized enterprises (SMEs) in Estonia, focusing on gender equality and environmental sustainability [1][4] Financial Structure - The transaction involves a portfolio guarantee of EUR 200 million for loans and leases, with the EIF providing a financial guarantee of EUR 197 million covering the senior tranche of EUR 171 million and a mezzanine tranche of EUR 26 million [2] - The junior tranche, amounting to approximately EUR 3 million, is fully retained by Coop Pank [2] Capital Relief and Lending Capacity - This synthetic securitisation will enable Coop Pank to issue EUR 249 million in new loans and leases to SMEs and Mid-Caps until the end of 2028 [3][6] Social and Environmental Commitment - At least EUR 49 million of the new financing will be allocated to projects promoting gender equality, and at least EUR 17 million will support climate action and environmental sustainability [4] Strategic Importance - The transaction is seen as a significant milestone for Coop Pank, enhancing its ability to provide affordable financing to Estonian companies and supporting sustainable growth [5][6] - The cooperation with the EIB and EIF is expected to strengthen the local banking sector and inject new funding into the Estonian economy [7]

Core Insights - SPIE has signed an agreement to acquire Worley Power Services, enhancing its expertise in technical maintenance for power generation assets [1][4] - The acquisition positions SPIE Global Services Energy to play a significant role in Australia's transition from coal and gas to renewable energy sources [1][4] Company Overview - SPIE is a European leader in multi-technical services, focusing on energy infrastructure and communications, with consolidated revenues of €9.9 billion and EBITA of €712 million in 2024 [5] - Worley Power Services has over 20 years of operational experience and is a market leader in full life-cycle asset management, particularly in low-carbon power generation [2][3] Operational Details - Worley Power Services manages operations and maintenance for 27 power generation assets with a total capacity exceeding 2700MW and over 1,100km of gas pipelines [3] - For the financial year ending June 30, 2025, Worley Power Services generated approximately €70 million in revenue and employs 320 highly qualified technicians and engineers [3] Strategic Implications - The acquisition will strengthen SPIE's presence in Australia, a strategic market, and enhance its capabilities in operations, maintenance, and asset integrity within the green energy sector [4] - The integration of Worley Power Services is expected to support SPIE's strategy in achieving energy transition and responsible digital transformation [5][6]