Degroof Petercam - EVS Broadcast Equipment SA (EVS) EVS - From Slow-Motion to Fast Forward

Report

Degroof Petercam

Michael Roeg

EVS - From Slow-Motion to Fast Forward

Estimates raised post strong H1-23 beat and upgrade in FY23 guidanceEVS has been in growth mode for some time now, and there is more to come from new product launches at IBC, and Big Event Rentals kicking in againTP raised to EUR 33 (28% upside), upgrade to Buy (from Hold)

14/09/2023 1 EN

Underlying

EVS Broadcast Equipment SA

EVS Broadcasting Equipment is engaged in the development and marketing of audiovisual equipment relating to the processing of pictures and sound. Co. provides solutions based on tapeless workflows with a consistent modular architecture. Co.'s activities are divided into the following regions: Asia-Pacific, Europe, Middle East and Africa, and America.

See profile

BE0003820371 Euronext Brussels Belgium

Provider

Degroof Petercam

We are an investment house with Belgian roots founded on more than 150 years of trust.

As a private company owned by long-term committed shareholders, we are independent. Naturally and structurally. Our experts have the knowledge to think and act without bias, and to make decisions that benefit our clients. Today and tomorrow.

See profile

Analysts

Michael Roeg

Other Reports on these Companies

ING Financial Markets

ING Benelux Favourites/Weekly performance and valuation update

We update the performance of our ING Benelux Favourites list as well as all valuation and ranking tables for our coverage universe. Performance on the front page is dated from the 27 January 2025, while historical performance is included on the second page. The methodology for our favourites selection is based on a bottom-up approach with a focus on absolute performance with clear near-term triggers. It is a rolling list, ie, stocks can enter/exit whenever we think opportune. The ING Benelux Favourites list comprises Aalberts, ASM, Basic-Fit, D'Ieteren, DSM-firmenich, EVS, Fagron, SBM Offshore...

July 21, 2025 July 21, 2025 1 EN

ING Financial Markets

Benelux Morning Notes

Aalberts: First hydronic flow control takeover in US; Ahold Delhaize: Preview 2Q25; EVS: Wins 2026 world cup contract Big Event Rental; Exor: A tad more Philips; Via Transportation reviving IPO plans; Heijmans: 1H25 preview; looks to be on track; KPN: 2Q25 preview; Montea: €24m acquisition in Dutch logistics hotspot; Ontex: Peer Essity 2Q25 results; RELX: 1H25 preview; Sligro: Weak 1H25 calls for 7.5% downgrade to consensus at EBITDA level; Events Calendar

July 17, 2025 July 17, 2025 1 EN

KBC Securities

Dynamic Top Pick List Update July: Removing Fagron and Melexis, Adding VGP

Since the last publication of our Dynamic Top Pick List on 5 June 2025, our selection has seen again a nice outperformance versus the reverence indices (AEX, Bel20 and Eurostoxx50) of on average 3.3%. Our July update brings 3 adjustments to the list : Since being added to the list in December 2024, Fagron's share price has surged +/-22%, driven by strong Q1 2025 results and robust growth across all regions. Fagron reaffirmed its FY25 guidance and unveiled its “Compounding for Growth” strategy, targeting high single-digit to low double-digit organic CER revenue growth through 2030. With shares...

July 2, 2025 July 2, 2025 1 EN

(Sponsored) Fastned - Gearing up for a growth spurt

Scaling up its succesful station approachRolling out tried-and-tested concept. Fastned is a clear market leader in highway fast charging in the Netherlands. In the past years it has optimized its concept to provide market-leading reliability and a high service level to customers at competitive costs. It is now rolling out this concept to other European countries, aiming to grow from 346 stations at YE2024 to 1,000 stations by 2030.Significant operating leverage. The stations have been operating at a positive operating EBITDA (i.e. before network expansion costs) since 2019 and their total EBIT...

July 3, 2025 July 3, 2025 1 EN

David Seynnaeve ... (+2)

David Seynnaeve
PhD

(Sponsored) Biotalys NV - Fungal foes, natural fixes

Today, we initiate coverage on Biotalys, a Belgian regulatory-stage agricultural biotech (AgBiotech) company, with a BUY rating & TP of EUR 7.2.In this report, we deep-dive into the company's differentiated AGROBODY FoundryTM platform and the unique value-add of its protein-based biocontrols (AGROBODIESTM) meant to treat fungal diseases affecting fruits & vegetables. We consider Biotalys a compelling investment opportunity, based on:1/ Growing awareness on the impact of chemical crop protection solutions on the environment, food safety, & human healthLeading to increased scrutiny on the a...

June 11, 2025 June 11, 2025 1 EN

Joren Van Aken

Joren Van Aken

(Sponsored) Whitestone Group - FY24: Important step in transparency

Whitestone launched its annual report for FY24 including some important improvement to its transparency to shareholdersWith the disclosure of a NAV overview and more financial data per portfolio company, Whitestone's transparency is now in line with some of the biggest investment companies in EuropeWe estimate today's NAV to be EUR 16.2 p/s, implying a discount of 20.5%. Our target valuation comes in at EUR 17 p/s. Applying our target discount of 10%, we arrive at our new TP of EUR 15 vs. EUR 14.1 before. This provides an upside of 16% compared to the latest close. As the average ups...

May 14, 2025 May 14, 2025 1 EN

Sign-up for free to access full reports immediately

Email Address*

Choose Password* ( 6 or more characters )

Due to regulatory restrictions regarding the distribution of financial research, this report is restricted to a specific region or investor type. Get access to exclusive reports by answering the questions below.

Select your country*

Get financial insights straight to your inbox

By clicking "register" you accept the Terms and Conditions & Privacy Policy

Already on ResearchPool?

Almost there...

Are you a professional investor?

Select your country

REGISTER

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

In order to access this report please create an account.

LOGIN