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Guy Sips ... (+8)
  • Guy Sips
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Kristof Samoy
  • Lynn Hautekeete
  • Mathijs Geerts Danau
  • Michiel Declercq
  • Thomas Couvreur
Guy Sips ... (+6)
  • Guy Sips
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Kristof Samoy
  • Livio Luyten
  • Thomas Couvreur
Guy Sips ... (+7)
  • Guy Sips
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Kristof Samoy
  • Michiel Declercq
  • Thomas Couvreur
  • Wim Lewi
Guy Sips ... (+6)
  • Guy Sips
  • Hilde Van Boxstael
  • Livio Luyten
  • Michiel Declercq
  • Wim Hoste
  • Wim Lewi

Morning Notes : BREB BB, OPTI BB, EXM BB, SOLB BB, WDP BB, DEME BB, JD...

: BREB BB, OPTI BB, EXM BB, SOLB BB, WDP BB, DEME BB, JDEP NA, ENRGY BB

Hilde Van Boxstael ... (+5)
  • Hilde Van Boxstael
  • Kristof Samoy
  • Livio Luyten
  • Lynn Hautekeete
  • Michiel Declercq
Guy Sips ... (+3)
  • Guy Sips
  • Kristof Samoy
  • Wim Lewi
Guy Sips ... (+4)
  • Guy Sips
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Wim Lewi
Guy Sips
  • Guy Sips

What's Cooking? Acquisition in Rennes contributing immediately to 1H25...

We saw a good set of 1H25 results as a 13% y/y increase in turnover translates into an increase in underlying operating profit from EUR 8.4m (excluding Savoury business) to €12.7m although raw material costs remain historically high, mainly for animal proteins and ingredients. Energy and transport costs have also risen further. We maintain our positive stance (Accumulate, € 135 Target Price) as What's Cooking? expects to continue the good results of 1H25 in 2H25. They expect FY25 REBITDA to be b...

Guy Sips ... (+3)
  • Guy Sips
  • Kristof Samoy
  • Michiel Declercq

EXMAR NV: 1 director

A director at EXMAR NV bought 35,243 shares at 11.500EUR and the significance rating of the trade was 61/100. 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...

Guy Sips ... (+5)
  • Guy Sips
  • Kristof Samoy
  • Livio Luyten
  • Thomas Vranken
  • Wim Hoste
Guy Sips ... (+5)
  • Guy Sips
  • Jacob Mekhael
  • Kristof Samoy
  • Michiel Declercq
  • Wim Lewi
Guy Sips ... (+7)
  • Guy Sips
  • Jacob Mekhael
  • Lynn Hautekeete
  • Michiel Declercq
  • Sharad Kumar S.P
  • Thomas Couvreur
  • Wim Hoste

Morning Notes : ACKB BB, AGFB BB, COLR BB, IBAB BB, IVA FP, ONTEX BB, ...

: ACKB BB, AGFB BB, COLR BB, IBAB BB, IVA FP, ONTEX BB, WHATS BB, SHUR BB, EKOP BB, ARG FP

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
Guy Sips ... (+8)
  • Guy Sips
  • Hilde Van Boxstael
  • Kristof Samoy
  • Michiel Declercq
  • Sharad Kumar S.P
  • Thomas Couvreur
  • Wim Hoste
  • Wim Lewi

Morning Notes : ACKB BB, BEKB BB, BPOST BB, FUR NA, PROX BB, SOF BB, W...

: ACKB BB, BEKB BB, BPOST BB, FUR NA, PROX BB, SOF BB, WHATS BB, SHUR BB, DEME BB, EXO NA

Guy Sips
  • Guy Sips

What's Cooking? FIRST LOOK : dividend of €10, incl. a € 5.5 ‘special' ...

As What's Cooking? sold in January'25 the Savoury business unit, it is reported as discontinued in its FY24 figures. Recall that this transaction resulted in a net Equity Value for What's Cooking? of approximately €100m after costs incurred. They will pay a total gross dividend of €10 per share consisting of a € 5.5 ‘special' dividend payable in June 2025 and a ‘normal' dividend payable early July 2025 of €4.5 per share. What's Cooking? believes the special dividend is justified given the succ...

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
Guy Sips ... (+5)
  • Guy Sips
  • Hilde Van Boxstael
  • Sharad Kumar S.P
  • Thomas Vranken
  • Wim Lewi
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