reports
- Kristof Samoy
- Thomas Vranken
- Wim Lewi
- Guy Sips
- Hilde Van Boxstael
- Michiel Declercq
- Thibault Leneeuw
- Wim Hoste
- Wim Lewi
EXMAR NV: 1 director
A director at EXMAR NV bought 44,345 shares at 11.100EUR and the significance rating of the trade was 67/100. 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 show...
- Jacob Mekhael
- Kristof Samoy
- Thomas Vranken
- Wim Lewi
- Guy Sips
- Jacob Mekhael
- Kristof Samoy
- Sharad Kumar S.P
- Thibault Leneeuw
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
- Guy Sips
- Jacob Mekhael
- Jeroen Van Den Bossche
- Kristof Samoy
- Michiel Declercq
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
- Jacob Mekhael
- Kristof Samoy
- Michiel Declercq
- Sharad Kumar S.P
- Wim Hoste
- Wim Lewi
- Jacob Mekhael
- Kristof Samoy
- Sharad Kumar S.P
- Thomas Couvreur
- Wim Lewi
- ING Helpdesk
- Guy Sips
- Hilde Van Boxstael
- Kristof Samoy
- Wim Lewi
- ING Helpdesk
- Thomas Couvreur
- Wim Lewi
- Quirijn Mulder
Exmar/Exit pending/HOLD
We believe Saverex will be successful in its takeover bid for Exmar. Albeit the offer of €11.1 per share could have been higher based on our estimate of Exmar's adjusted NAV of €15.0, other companies in the sector are trading at 30-35% discounts to their respective adjusted NAVs. Also, with 49.2% of the outstanding shares, Saverex is very close to a majority shareholding. No 5% holders remain, which leads us to believe that organising opposition to the bid would be a challenge. Lastly, it remain...
- ING Helpdesk
- ING Helpdesk
- Benjamin Wolff
- Hilde Van Boxstael
- Thibault Leneeuw
- Wim Hoste
- Wim Lewi
- Benjamin Wolff
- Guy Sips
- Jeroen Van Den Bossche
- Lynn Hautekeete
- Michiel Declercq
- Sharad Kumar S.P
- Thibault Leneeuw
- Thomas Couvreur
- Thomas Vranken
- Wim Hoste
- Wim Lewi
Dynamic Top Pick List – Update April 2023
We added Azelis to our Dynamic Top Pick List given the negative pressure on the stock price, while the business model shows resilience in turbulent times and grows significantly in normal circumstances. We use the opportunity of the offering to highlight an attractive entry point. We recognize that the offering at €21.75 / share (7.5% discount) is below our expectations. Nevertheless, the free float increases significantly from which the share should benefit in the long run. We removed Ahold De...
MTLS MATERIALISE ADS
AGS AGEAS SA/NV
FAGR FAGRON SA
EXM EXMAR N.V.
UCB UCB S.A.
DIE D'IETEREN SA
ACKB ACKERMANS & VAN HAAREN NV
AED AEDIFICA SA
ONTEX ONTEX GROUP N.V.
TWEKA TKH GROUP N.V. CERT
VGP VGP NV
TINC TINC COMM. VA
AD KONINKLIJKE AHOLD DELHAIZE N.V.
ASML ASML HOLDING NV
UMI UMICORE
ADYEN ADYEN NV
AZE AZELIS GROUP NV
- Benjamin Wolff
- Guy Sips
- Hilde Van Boxstael
- Jeroen Van Den Bossche
- Lynn Hautekeete
- Thomas Couvreur
- Wim Lewi
- ING Helpdesk
- Benjamin Wolff
- Guy Sips
- Wim Lewi
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