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Wim Hoste
- Wim Hoste
Belysse 1Q25 revenue -4.3%, reflecting weaker performance in Europe
1Q revenue dropped by 4.3%, reflecting weaker demand in Europe against a tough comparable. 1Q adjusted EBITDA declined, due to a lower performance in Europe despite growth in the US. After the weaker than expected 1Q performance, we have lowered our FY25/26 adjusted EBITDA forecasts by c. 5%. Valuation continues to look attractive and prompts us to reiterate our Accumulate rating and € 1.6 target price.
Lynn Hautekeete
- Lynn Hautekeete
Qrf City Retail 1Q25 trading update: casa and two new independent dire...
QRF's 2025 trading update focusses on the CASA bankruptcy and appointment of 2 new independent directors: Pieter Bogaert (Director of Real Estate & Development and Compliance Officer at Xior) and Kara De Smet (CFO of Retail Estates). Casa represents 6.7% of total contractual rents. Four out of five locations have been re-let at similar contractual rents. There is however a transition period before the bankruptcy is finalised which implies rental loss. 2025 will be a transition year with CASA and...
Livio Luyten
- Livio Luyten
Texaf Q1 FY25: Solid Performance In RE; New Projects Boosting Growth
During Q1 FY25, TEXAF's real estate segment delivered robust performance despite DRC's challenging geopolitical environment, achieving near 100% occupancy and €7.7m in rental income from Kinshasa's residential and office properties, up 29% YoY. Growth was driven by the new Promenade des Artistes (94 apartments) and 6,000 m² of additional coworking/private office space at Silikin Village Phase III, with private office occupancy exceeding 90% (75%/35% for fixed/flexible coworking spaces). Like-for...
Guy Sips ... (+10)
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Livio Luyten
- Lynn Hautekeete
- Sharad Kumar S.P
- Thibault Leneeuw
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
Jacob Mekhael
- Jacob Mekhael
Inventiva Publishes results on predictive biomarker in MASH in journal
Inventiva announced publication in the peer-reviewed medical journal Clinical Gastroenterology and Hepatology, of its analysis on new non-invasive biomarker signatures predictive of histology response following treatment with lanifibranor (pan-PPAR agonist) in patients with MASH and fibrosis. While there are multiple diagnostic scores currently available, we are encouraged to learn that Inventiva's test suggested better predictive accuracy than existing options including FIB4. With recruitment i...
Alan Vandenberghe ... (+2)
- Alan Vandenberghe
- Thomas Couvreur
RISING INTEREST RATES: FEAR OR PRAISE? Thematic Report
Rising interest rates are becoming a hot topic, triggered by a significant uptick in US 10-year treasury yields through February and March. In this note we revisit this topic from several angles. We dig into the empirical side of what we can reasonably expect from the market as a whole when interest rates start to rise. Secondly we review our coverage, putting forward a number of impacted sectors and stocks.
BFIT
BASIC-FIT NV
SBMO SBM OFFSHORE NV
MTLS MATERIALISE ADS
EURN EURONAV NV
ABN ABN AMRO BANK NV DEPOSITARY RECEIPTS
AKA AKKA TECHNOLOGIES SE
BAR BARCO NV
PNL POSTNL NV
DIE D'IETEREN SA
SOF SOFINA SA
GIMB GIMV NV
AGFB AGFA-GEVAERT NV
ONTEX ONTEX GROUP N.V.
BREB BREDERODE S.A.
INGA ING GROEP NV
ASML ASML HOLDING NV
1PG 1-PAGE LIMITED
ADYEN ADYEN NV
XFAB X FAB SILICON FOUNDRIES SE
SBMO SBM OFFSHORE NV
MTLS MATERIALISE ADS
EURN EURONAV NV
ABN ABN AMRO BANK NV DEPOSITARY RECEIPTS
AKA AKKA TECHNOLOGIES SE
BAR BARCO NV
PNL POSTNL NV
DIE D'IETEREN SA
SOF SOFINA SA
GIMB GIMV NV
AGFB AGFA-GEVAERT NV
ONTEX ONTEX GROUP N.V.
BREB BREDERODE S.A.
INGA ING GROEP NV
ASML ASML HOLDING NV
1PG 1-PAGE LIMITED
ADYEN ADYEN NV
XFAB X FAB SILICON FOUNDRIES SE