reports
Floridienne S.A.: 1 director
A director at Floridienne S.A. bought 30 shares at 605.000EUR and the significance rating of the trade was 52/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly...
- Guy Sips
- Livio Luyten
- Thomas Couvreur
- Wim Hoste
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Kristof Samoy
- Livio Luyten
- Thomas Couvreur
- Guy Sips
Floridienne Monoholding in Disguise
Floridienne is a holding with full private market exposure, ESG focus, and long-term family stewardship. Floridienne transformed over the past decade from a multi-asset to a de facto mono-holding. The main driver of this transformation is the superior performance of its crown jewel BioFirst, a global leader in biocontrol benefiting from the trend toward sustainability in agriculture. Floridienne's valuation and investment thesis depend on its continued success story. We reiterate our Accumulate ...
- Guy Sips
- Jacob Mekhael
- Mathijs Geerts Danau
- Michiel Declercq
- Thibault Leneeuw
- Wim Hoste
Colruyt Group N.V: 1 director
A director at Colruyt Group N.V bought 7,122 shares at 32.580EUR and the significance rating of the trade was 74/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clea...
- Guy Sips
- Jacob Mekhael
- Kristof Samoy
- Lynn Hautekeete
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Livio Luyten
- Wim Lewi
- Ahmed Ben Salem
- Ahmed Ben Salem
- Robert Jan Vos
- ING Helpdesk
Benelux Morning Notes
Belgian telecoms: Telenet increases its fixed internet speed at unchanged price Colruyt: FY25/26F profitability guidance maintained despite market share loss Corbion: Keep Calm and Carry On Fagron: Acquires UCP, adding to its 503A health and wellness offering in California GBL: Planning ahead to deliver on its promise OCI: Limited details on Orascom merger, sales process for Nitrogen Europe ongoing TKH Group: Mixed emotions Wolters Kluwer: Launches UpToDate Expert AI
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Livio Luyten
- Mathijs Geerts Danau
- Michiel Declercq
- Thibault Leneeuw
- Wim Hoste
- Michiel Declercq
Colruyt Reiterates outlook, but improvement will be weighed towards 2H
During the AGM, Colruyt reiterated its outlook, aiming to match the EBIT and net result of last year. This translates into an EBIT of € 470m and net profit of € 350m as the French activities will be classified as discontinued operations. Note that the outlook excludes any potential one-offs (France restructuring and Foodbag). However, Colruyt added that it expects an EBIT decline in 1H, which will be offset in 2H. While the group reiterated that the environment remains challenging, Colruyt menti...
- Guy Sips
- Hilde Van Boxstael
- Livio Luyten
- Michiel Declercq
- Wim Hoste
- Wim Lewi
- ING Helpdesk
Crescent NV: 1 director
A director at Crescent NV bought 134,160,256 shares at 0.007EUR and the significance rating of the trade was 77/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clear...
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Wim Lewi
- ING Helpdesk
- Hans D’Haese
- Maxime Stranart
Colruyt/Divestment of loss-making French activity/BUY
We reiterate our BUY on Colruyt but reduce our target price from €45.5 to €44 following Colruyt's FY24/25 results. We believe that the competitive environment should improve for Colruyt in the upcoming months, noting (1) we lap tough comps on competitors opening stores on Sundays; (2) Colruyt will open its 146 OKay stores on Sunday as of early 2026, thanks to a change in Belgian regulation; and (3) reduced GDP growth forecasts in Belgium, which should benefit discounters. Valuation remains undem...
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