Benelux Morning Notes
Aperam: In-line 1Q24 EBITDA, FCF marked by WC build, 2Q24 guidance below consensus.
Ayvens: Taking the brakes off.
BAM: Not the best start to the year.
bpost: 1Q24 in line with consensus but beat vs INGF, no outlook yet.
Brunel International: good set of 1Q24 results – 5% beat on EBIT, comforting trends.
B&S Group: Preview - should be a non-event.
DEME Group: Preview - should be a non-event.
D'Ieteren: Febiac April registrations flat YoY, VW brands up 8.4%.
GBL: NAV per share in line, dividend at least stable over 2024, lower adidas shareholding.
Ontex: Delivering on its prom...