Exmar N.V.

Exmar is a diversified and independent industrial shipping group that serves the international oil and gas industry. Co. provides ships for products transport and performs studies, undertaking the management of commercial, technical or administrative activities. Co. specializes in gas transport activities, particularly Liquefied Natural Gas (LNG), Liquefied Petroleum Gas (LPG) and Ammonia (NH3). Co., through it's subsidiary EXMAR Shipmanagement, provides ship management and ancillary services to ship owners, including regasification and liquefication; other services offered by Co. include insurance brokerage (managed by its subsidiary Belgibo) and an in-house travel agency (Travel Plus).
  • TickerEXM
  • ISINBE0003808251
  • ExchangeEuronext Brussels
  • SectorIndustrial Transportation
  • CountryBelgium

An unfavourable environment weighs on EXMAR NV, which sees a downgrade to Slightly Negative

The independent financial analyst theScreener just requalified the general evaluation of EXMAR NV (BE), active in the Pipelines industry. As regards its fundamental valuation, the title still shows 1 out of 4 stars and its market behaviour is seen as moderately risky. theScreener believes that the unfavourable environment weighs on the sector and penalises the company, which sees a downgrade to its general evaluation to Slightly Negative. As of the analysis date June 30, 2020, the closing price was EUR 2.21 and its target price was estimated at EUR 2.10.

Bart Cuypers

Morning Note: EXM BB

Exmar: It takes two to TANGO

Exmar Sa: 1 director sold

A director at Exmar Sa sold 134,535 shares at 4.120EUR and the significance rating of the trade was 94/100. 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 two years clearly showing Close periods where trading activity is restricted under listing rules. The names of board membe...

Bart Cuypers ...
  • Cedric Duinslaeger
  • Guy Sips
  • Lenny Van Steenhuyse
  • Michiel Declercq
  • Ruben Devos
  • Sandra Cauwenberghs
  • Wim Hoste

Morning Note 4-5-2020 CFEB BB, EVS BB, EXM BB, FUR NA, HAL NA, KDS NA, PNL NA, QFG BB, SEQUA:BB, SOLV BB, UCB BB

CFE: Orion’s falling star EVS: Acquisition of Axon creates an end-to-end solution EXMAR: Solid start of 2020 Fugro: 1Q20 Conf Cal highlights Hal Trust: Broadview Acquires DOS Kiadis: Breathing room until YE20 PostNL: Surprising Q1 volume trends, FY outlook reiterated Quest for Growth: 1Q20 Trading Update Sequana Medical: New CMO Dr Oliver Gödje Solvac: Board Supports Solidarity Fund UCB: Evenity – limited impact of Covid-19

Alan Vandenberghe ...
  • Bart Cuypers
  • Cedric Duinslaeger
  • Jason Kalamboussis
  • Michiel Declercq
  • Ruben Devos
  • Wim Hoste

Thematic Note : Oil My Glut

The current COVID-19 crisis has paralyzed the world economy and pushed down oil prices to extreme low territories. OPEC+’s responsive production cuts have so far been as much as a drop in a bucket of falling demand. Oil majors have been among the first to announce significant Capex and Opex reductions for 2020, having a rippling effect throughout the eco system. In the following, we have taken a look at the oil situation so far and to what extent we believe the companies under our KBC Securities coverage could have negative, or even positive effects from the current low oil price environment....

Exmar Sa: 1 director sold

A director at Exmar Sa sold 134,535 shares at 4.120EUR and the significance rating of the trade was 94/100. 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 two years clearly showing Close periods where trading activity is restricted under listing rules. The names of board membe...

Bart Cuypers

Morning Note: EXM BB

Exmar: It takes two to TANGO

Bart Cuypers ...
  • Cedric Duinslaeger
  • Guy Sips
  • Lenny Van Steenhuyse
  • Michiel Declercq
  • Ruben Devos
  • Sandra Cauwenberghs
  • Wim Hoste

Morning Note 4-5-2020 CFEB BB, EVS BB, EXM BB, FUR NA, HAL NA, KDS NA, PNL NA, QFG BB, SEQUA:BB, SOLV BB, UCB BB

CFE: Orion’s falling star EVS: Acquisition of Axon creates an end-to-end solution EXMAR: Solid start of 2020 Fugro: 1Q20 Conf Cal highlights Hal Trust: Broadview Acquires DOS Kiadis: Breathing room until YE20 PostNL: Surprising Q1 volume trends, FY outlook reiterated Quest for Growth: 1Q20 Trading Update Sequana Medical: New CMO Dr Oliver Gödje Solvac: Board Supports Solidarity Fund UCB: Evenity – limited impact of Covid-19

Alan Vandenberghe ...
  • Bart Cuypers
  • Cedric Duinslaeger
  • Jason Kalamboussis
  • Michiel Declercq
  • Ruben Devos
  • Wim Hoste

Thematic Note : Oil My Glut

The current COVID-19 crisis has paralyzed the world economy and pushed down oil prices to extreme low territories. OPEC+’s responsive production cuts have so far been as much as a drop in a bucket of falling demand. Oil majors have been among the first to announce significant Capex and Opex reductions for 2020, having a rippling effect throughout the eco system. In the following, we have taken a look at the oil situation so far and to what extent we believe the companies under our KBC Securities coverage could have negative, or even positive effects from the current low oil price environment....

ING
Albert Ploegh, CEFA ...
  • David Vagman, CFA
  • Hans D’Haese
  • Marc Hesselink, CFA
  • Marc Zwartsenburg, CEFA
  • Maxime Stranart
  • Quirijn Mulder
  • Reginald Watson, CFA
  • Stijn Demeester
  • Tijs Hollestelle

Benelux thematic equity research/Covid-19 scenario analysis

The ING Benelux equity research team has performed a Covid-19 scenario analysis in order to provide a reference point for investors and to test if stocks: (a) have been relatively oversold in comparison to their earnings risk; (b) still provide downside risk; and/or have balance issues in a Covid-19 scenario; and (c) could bounce sharply if a vaccine is found; or (d) benefit relatively from the crisis. Our analysis results in lists of stocks that we consider: (1) low earnings risk, with attractive risk-reward; (2) high earnings risk but already heavily sold off; (3) to have downside risk and/o...

ING
ING Helpdesk

Benelux Morning Notes

ABN AMRO: Extends Covid-19 support measures to clients. Brunel International: Covid-19 update – 2019 dividend cancelled. Exmar: Outlook reasonable, balance sheet needs attention. Food retail sector: Casino Guichard's FY19 results. Heijmans: Friendly financial settlement reached on Zuidas Signify: Skips FY19 dividend and drops guidance

An unfavourable environment weighs on EXMAR NV, which sees a downgrade to Slightly Negative

The independent financial analyst theScreener just requalified the general evaluation of EXMAR NV (BE), active in the Pipelines industry. As regards its fundamental valuation, the title still shows 1 out of 4 stars and its market behaviour is seen as moderately risky. theScreener believes that the unfavourable environment weighs on the sector and penalises the company, which sees a downgrade to its general evaluation to Slightly Negative. As of the analysis date June 30, 2020, the closing price was EUR 2.21 and its target price was estimated at EUR 2.10.

Ford Equity International Rating and Forecast Report

Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind each recommendation and reflect the fundamental and price data as of the last trading day of the week...

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