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Guy Sips ... (+5)
  • Guy Sips
  • Kristof Samoy
  • Livio Luyten
  • Thomas Vranken
  • Wim Hoste

EXMAR NV: 1 director

A director at EXMAR NV bought 958,619 shares at 11.500EUR 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 sho...

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
Guy Sips ... (+3)
  • Guy Sips
  • Jacob Mekhael
  • Lynn Hautekeete
Guy Sips
  • Guy Sips

What's Cooking? Intention to purchase Sveltic in France

What's Cooking? announces the intent to purchase Sveltic in France. Sveltic has a broad range of frozen and chilled ready meals, complementary to the existing Ready Meals business strategy of What's Cooking? We see this as a first step in What's Cooking?'s intention to further invest in Ready Meals through organic growth and acquisitions. We increase our TP to €135 but lower our rating to Accumulate after the recent very strong share price performance.

Guy Sips ... (+4)
  • Guy Sips
  • Kristof Samoy
  • Michiel Declercq
  • Wim Hoste

Local Champions Midcap Conference Book 12.12.2024

This conference book is your guide to our annual Local Champions Mid Cap Conference set to take place on Thursday, 12 December 2024 at our historic building at Grand Place in Brussels. This event offers the possibility to have one-on-one meetings and/or attend small group sessions with the top management and/or IR of the following companies: BARCO | BEKAERT | DECEUNINCK | EKOPAK | EVS | GREENYARD | IBA | JENSEN | ONTEX | RECTICEL | VAN DE VELDE | WHAT'S COOKING? | XFAB

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.

Guy Sips ... (+4)
  • Guy Sips
  • Hilde Van Boxstael
  • Lynn Hautekeete
  • Wim Lewi
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
Guy Sips ... (+5)
  • Guy Sips
  • Hilde Van Boxstael
  • Thomas Couvreur
  • Thomas Vranken
  • Wim Lewi
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