View 
FILTERS (0)
* Not connected to ResearchPool

MORE FILTERS

  
reports

EXMAR NV: 1 director

A director at EXMAR NV bought 2,375,542 shares at 11.500EUR and the significance rating of the trade was 68/100. 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 s...

Guy Sips ... (+6)
  • Guy Sips
  • Hilde Van Boxstael
  • Kristof Samoy
  • Sharad Kumar S.P
  • Thomas Couvreur
  • Wim Hoste
Hilde Van Boxstael ... (+5)
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Sharad Kumar S.P
  • Thomas Couvreur
  • Wim Lewi
Hilde Van Boxstael ... (+9)
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Kristof Samoy
  • Michiel Declercq
  • Sharad Kumar S.P
  • Thibault Leneeuw
  • Thomas Couvreur
  • Wim Hoste
  • Wim Lewi

Morning Notes : ACKB BB, ADYEN NA, ARCAD NA, DSFIR NA, EXM BB, FLOW NA...

: ACKB BB, ADYEN NA, ARCAD NA, DSFIR NA, EXM BB, FLOW NA, GLPG NA, SIP BB, ALFEN NA

Guy Sips ... (+2)
  • Guy Sips
  • Kristof Samoy
Kristof Samoy
  • Kristof Samoy
Kristof Samoy
  • Kristof Samoy

EXMAR 9m24 results

Exmar published a good set of 9m24 results last Friday after close. EBITDA (IFRS) landed at $95.7m (up from $54.4m in 9m23). Corrected for the $19.6m capital gain on the Bexco disposal, EBITDA grew from $54.4m to $76.1m with growth realised in all three divisions. EBIT (IFRS) landed at $68m (vs. $25m in 9m23) and net debt (prop. conso) fell to $227m (vs. $252m per 4Q23). As the share is trading close to our €7.4 TP we upgrade from Reduce to Hold.

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Just Eat Takeaway.com: Preview of 3Q24. Kinepolis: Peer Cineplex September box office revenue at 79% of 2019 level, up 3% YoY. Randstad: Preview of 3Q24F results due 22 October, consensus released. Staffing: Hays' 1Q24/25 trading update; 1Q24/25 growth slightly better on easier comps. TomTom: 3Q24 results - Enterprise partly saves the day. Coverage change

Hilde Van Boxstael ... (+4)
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Kristof Samoy
  • Wim Lewi
ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Ahold Delhaize: Walmart 1Q24/25 results. Azelis: Share placement by EQT and PSP. Belgian telcos: Digi mobile prices to be well below competition, targets 10% mkt share. EVS: Slow start, sales guidance held on strong pipeline, EBIT guidance below consensus. Exmar: Stable start to the year. Prosus: Fabricio Bloisi (CEO iFood) appointed as group CEO. Sif Group: 1Q24 pretty much in line, timing shifts a bit

Guy Sips ... (+6)
  • Guy Sips
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Kristof Samoy
  • Sharad Kumar S.P
  • Wim Lewi
Kristof Samoy ... (+3)
  • Kristof Samoy
  • Thomas Vranken
  • Wim Lewi
Guy Sips ... (+6)
  • Guy Sips
  • Hilde Van Boxstael
  • Michiel Declercq
  • Thibault Leneeuw
  • Wim Hoste
  • Wim Lewi
Jacob Mekhael ... (+4)
  • Jacob Mekhael
  • Kristof Samoy
  • Thomas Vranken
  • Wim Lewi
Guy Sips ... (+8)
  • Guy Sips
  • Jacob Mekhael
  • Kristof Samoy
  • Sharad Kumar S.P
  • Thibault Leneeuw
  • Thomas Couvreur
  • Wim Hoste
  • Wim Lewi

Morning Notes : ASRNL NA, ATEB BB, EURN BB, EXM BB, FFARM NA, IVA FP, ...

: ASRNL NA, ATEB BB, EURN BB, EXM BB, FFARM NA, IVA FP, ONTEX BB, TWEKA NA

Guy Sips ... (+8)
  • Guy Sips
  • Jacob Mekhael
  • Jeroen Van Den Bossche
  • Kristof Samoy
  • Michiel Declercq
  • Thomas Couvreur
  • Wim Hoste
  • Wim Lewi
Jacob Mekhael ... (+6)
  • Jacob Mekhael
  • Kristof Samoy
  • Michiel Declercq
  • Sharad Kumar S.P
  • Wim Hoste
  • Wim Lewi
Jacob Mekhael ... (+5)
  • Jacob Mekhael
  • Kristof Samoy
  • Sharad Kumar S.P
  • Thomas Couvreur
  • Wim Lewi
ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Eurocommercial Properties: Encouraging small positive revaluations in Italy and France. Exmar: No raise in Saverex bid expected. Kinepolis: Dune II delayed to March 2024, acrimonious writers/studios dispute. Sif Group: 2Q EBITDA in line, keeps FY outlook

Guy Sips ... (+4)
  • Guy Sips
  • Hilde Van Boxstael
  • Kristof Samoy
  • Wim Lewi
Loading...
New interest

Save your current filters as a new Interest

Please enter a name for this interest

Email alerts

Would you like to receive real-time email alerts when a new report is published under this interest?

Save This Search

These search results will show up under 'Saved searches' in the left panel

Please enter a name for this saved search

ResearchPool Subscriptions

Get the most out of your insights

Get in touch