KBC Securities - Warehouses De Pauw SCA (WDP) Morning Notes : WDP BB

Report

KBC Securities

Wim Lewi

Morning Notes : WDP BB

: WDP BB

14/09/2022 1 EN

Underlying

Warehouses De Pauw SCA

Warehouses De Pauw and its subsidiaries are engaged in investment in the Belgian semi-industrial property market. Co. is a closed-end property investment company which specializes in: development of storage and distribution premises; customized projects in line with the user's request; acquiring premises for customers who wish to engage in sale and leaseback transactions.

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BE0974349814 Euronext Brussels Belgium

Provider

KBC Securities

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

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Analysts

Wim Lewi

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: ABI BB, ADYEN NA, DSFIR NA, FAGR BB, FLOW NA, NEXTA BB, MONT BB, NN NA, ONTEX BB, SIP BB, WDP BB, NXFIL NA

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Feedback analyst call

February 13, 2026 February 13, 2026 1 EN

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: AED BB, OPTI BB, HOMI BB, KIN BB, MONT BB

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Montea Good things come to those who wait (for the big boxes)

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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Morning Notes : WDP BB

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

Benelux Morning Notes

Morning Notes : ABI BB, ADYEN NA, DSFIR NA, FAGR BB, FLOW NA, NEXTA BB, MONT BB, NN NA, ONTEX BB, SIP BB, WDP BB, NXFIL NA

WDP/Deep dive into the 2030 plan/BUY

Aedifica Feedback analyst call

Morning Notes : AED BB, OPTI BB, HOMI BB, KIN BB, MONT BB

Montea Good things come to those who wait (for the big boxes)

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