Report
Guy Sips ...
  • Michiel Declercq
  • Thomas Couvreur
  • Wido Jongman

Morning Notte: LEAS BB, PNL NA, TERB BB, TUB BB

Leasinvest RE: Finalization sale BRIXTON park
PostNL: FY20 results confirmed; guidance upgraded
Ter Beke: Showing resilience in 2H20 & Rawmat normalization
Tubize: FY20: Dividend proposal of € 0.68 ps
Underlyings
Financiere de Tubize S.A.

Financiere de Tubize SA is a Belgium-based holding company. The Company holds minor capital in UCB SA. UCB is a Belgian pharmaceutical and specialty chemical company that specializes in two therapeutic areas: diseases of the central nervous system (CNS) and immunology. UCB, together with its subsidiaries, has research and development facilities in Belgium, Germany, Japan, the United Kingdom and the United States.

Leasinvest Real Estate SCA

Leasinvest Real Estate is a real estate investment trust. Co. invests in retail buildings, offices and logistics buildings, in the Grand Duchy of Luxembourg and in Belgium. As of Dec 31 2013, Co.'s real estate portfolio is composed of 34 sites (including the assets held for sale & the development projects) with a total surface of 429,579 m2, of which 18 are located in Luxembourg and 16 in Belgium. Co. rents its properties to tenants across various business sectors, such as services, retail and wholesale, financial services, transport and distribution, government and non-profit, industry, medical and pharma, and ICT.

PostNL NV

PostNL is a mail, parcel and e-commerce corporation with operations in the Netherlands, Germany, Italy, Belgium, and the United Kingdom. Co. has been assigned by the Dutch government to carry out the UPD (Universele Postdienst, Dutch for Universal Postal Service). Carrying out the UPD requires, amongst other things, Co. to deliver mail throughout the Netherlands five days a week (Tuesday through Saturday) and to maintain enough mailboxes in the country. ACM is charged with monitoring and enforcing the execution by Co. Co.'s operations are organized along three business segments: Mail in the Netherlands; Parcels; and International. Co. maintains over ten networks across thirteen countries.

Ter Beke N.V.

Ter Beke is a fresh food group operating in ten European countries. Co. has two business segments: Processed Meats and Fresh Ready Meals. Processed Meats is engaged in pre-packed processed meat including: salami; cooked ham; processed poultry; pate; cooked meats; and dried and cured meats. Co.'s distribution brands and brand names for this segment are L'Ardennaise®, Pluma®, and Daniel Coopman®. Fresh Ready Meals produces ready meals through the brand names: Come a casa® and Vamos®.

Provider
KBC Securities
KBC Securities

We are a financial services provider for several types of professional clients, each with distinct needs.

 

Analysts
Guy Sips

Michiel Declercq

Thomas Couvreur

Wido Jongman

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