Ekopak: Making steps for (and expanding) ‘Waterkracht’ Gimv: Takes 30% interest in Picot Lotus Bakeries: Let's bake the future Sipef: AGM: approves dividend of € 2.0 ps Ter Beke: Offering its shareholders an optional dividend Umicore: European Parliament rules to stop ICE sales in 2035
On Thursday 9 June, we organise our first New Horizon Conference in London. Following listed companies will be presented: • ASML • Agfa • Arcadis • Barco • Biotalys • D'Ieteren • Ebusco • Ekopak • Hyloris • IBA • Mithra • TKH We give a summary of our view on the companies we welcome, with key investment metrics that can serve as a guide during your meeting(s).
Ascencio: 1H21/22 Slightly ahead of expectations Azelis: Initiation - Formula for success, at a price Biotalys: BioProtection Award 2022 for Best Biofungicide Cofinimmo: Clearing out the old Offices Ekopak: Update on roll-out in France Various: Coverage update
AB InBev: 4Q EBITDA +5%, FY22 EBITDA guidance +4-8% AKKA: Adecco completes acquisition of majority stake in AKKA Biocartis: FY22 outlook: crosshairs on margin Deceuninck: FY adj EBITDA +13.6%, no precise FY22 guidance Ekopak: Investment in new business premises EVS: All indicators green to deliver success in FY22 ForFarmers: Worrying situation in Ukraine will impact rawmats UCB: A strong FY21 prior an expected temporary FY22 dip Van de Velde: Marleen Vaesen succeeded as CEO by Peter Corijn
The future is increasingly built upon a circular economy model, which will be paramount for industrial water consumption. But how do you recycle wastewater you don’t have? Last week, Ekopak announced that they - together with its partners – will build and operate a water treatment plant which will recycle wastewater of households and deliver it to industrial companies in the Port of Antwerp. The project is expected to be fully operational in 2025. We raise our target price to €19.5 and reiterate...
This morning we publish the feedback document of our Sustainability Conference which was hosted on 29th and 30th of September. The feedback booklet contains an overview of the most important items that were discussed during the sessions, together with the investment case and an ESG snapshot of each company.
This morning we publish the conference booklet to our annual Sustainability Conference that starts today 29 September with 2 webinars and continues tomorrow 30 September with 8 company presentations. Our conference booklet provides a practical guide to the webinars and an overview of the investment cases of the presenting companies including a focus page on their ESG strategy.
Full Article at IIR has reaffirmed its Recommended rating for PIA after undertaking a review post the appointment of a new Portfolio Manager, Harding Loevner. The full report can be found on the IIR website. On 26 July 2021, Pengana International Equities Limited (PIA) announced a fully franked dividend of 1.35 cents per share for the June quarter. This represents an 8% increase on the March quarter dividend and takes the total dividends declared for FY21 of 5.1 cents per share, fully franked....
Ageas: New strategic targets, acceleration of growth, TP up Avantium: Avantium’s lignin used in test road project D'Ieteren: Car registrations in May remain flat Ekopak: Expanding its client portfolio one step at a time Melexis: It’s not only Auto Miko: Sale approved… Wake up, and smell the upside Proximus: BCA approves acquisition of Mobile Vikings Quest for Growth: Varacyte to acquire Haliodx
We believe Ekopak is well-positioned to sail on the blue wave of circular water usage, which is propelled by strong environmental and regulatory tailwinds. Starting from the solid foundation of its traditional solutions and a portfolio of blue-chip customers, the company is preparing to catch the next wave forward (towards more international waters also). Setting itself apart further from competitors in Europe, its new, high-margin WaaS (Water-as-a-Service) model provides a highly promising vess...
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