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: ASML NA, BEKB BB, KPN NA, QFG BB, SOLB BB, ENRGY BB, PHIA NA
: GIMB BB, HAL NA, HEIA NA, DEME BB, ENRGY BB
: MDXH BB, AUTL US, ENRGY BB
Feedback analyst call
: AED BB, OPTI BB, HOMI BB, KIN BB, MONT BB
Yesterday, Montea reported results that had an initial negative market reaction. After the call, the management and chairman Dirk De Pauw were available for a sit-down lunch to give more colour. The Q&A session centered on the pace of the development pipeline. Montea removed its project table as it believes it hurts their negotiating capacity. Now, it just reports an expected GLA of 236k sqm that will be completed over the next 2 years. The reason why it takes longer to develop the landbank is also due to the selectivity of Montea to certain projects. It reserves its best plots for single tena...
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