reports
DEME announces start of new share buyback program
DEME announces start of new share buyback program Based on the shareholder authorization granted by the Extraordinary General Meeting of June 29, 2022, the Board of Directors of DEME Group NV has decided to launch a new share buyback program. Attachment
DEME kondigt start nieuw inkoopprogramma eigen aandelen aan
DEME kondigt start nieuw inkoopprogramma eigen aandelen aan Op basis van de door de Buitengewone Algemene Vergadering van 29 juni 2022 verleende machtiging van de aandeelhouders, heeft de Raad van Bestuur van DEME Group NV besloten een nieuw inkoopprogramma van eigen aandelen op te starten. Bijlage
- Charlotte Vaisse
- Oddo Sustainability Team
- Stephane Houri
VIE VEOLIA ENVIRONNEMENT SA
TEMN TEMENOS AG
SU SCHNEIDER ELECTRIC SE
RNO RENAULT SA
ADS ADIDAS AG
LI KLEPIERRE SA
COV COVIVIO SA
ORA ORANGE SA
BFIT BASIC-FIT NV
GFC GECINA SA
NXI NEXITY SA CLASS A
RCO REMY COINTREAU SA
LONN LONZA GROUP AG
FLY SOCIETE FONCIERE LYONNAISE SA
MF WENDEL SE
IDL ID LOGISTICS GROUP
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
WHA WERELDHAVE N.V.
FAGR FAGRON SA
BLND BRITISH LAND COMPANY PLC
VIRP VIRBAC SA
KOF KAUFMAN & BROAD SA
ALTA ALTAREA SCA
VNA VONOVIA SE
XIOR XIOR STUDENT HOUSING N.V.
GEBN GEBERIT AG
RWE RWE AG
SAF SAFRAN S.A.
BOL BOLLORE SA
ICAD ICADE SA
BYG BIG YELLOW GROUP PLC
COFB COFINIMMO SA
CRG CRH PLC
TUB TUBACEX S.A.
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
SLIGR SLIGRO FOOD GROUP N.V.
FDR FLUIDRA S.A.
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
KGX KION GROUP AG
CPINV CARE PROPERTY INVEST SA
ALVDM VOYAGEURS DU MONDE SA
SAFE SAFESTORE HOLDINGS PLC
ANDR ANDRITZ AG
ARG ARGAN SA
VGP VGP NV
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
CLNX CELLNEX TELECOM S.A.
RACE FERRARI NV
DKG DEUTSCHE KONSUM REIT-AG
SAE SHOP APOTHEKE EUROPE NV
ASML ASML HOLDING NV
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
IMP IMPACT DEVELOPER & CONTRACTOR S.A.
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
FQT FREQUENTIS AG WIENER
WDP WAREHOUSES DE PAUW SCA
NXFIL NX FILTRATION HLDG BV
ECMPA EUROCOMMERCIAL PROPERTIES NV
CTPNV CTP NV
ONE ONE UNITED PROPERTIES SA
DEME DEME GROUP NV
STM STABILUS SE
SHUR SHURGARD SELF STORAGE LIMITED
- Charlotte Vaisse
- Oddo Sustainability Team
- Stephane Houri
VIE VEOLIA ENVIRONNEMENT SA
TEMN TEMENOS AG
SU SCHNEIDER ELECTRIC SE
RNO RENAULT SA
ADS ADIDAS AG
ORA ORANGE SA
BFIT BASIC-FIT NV
RCO REMY COINTREAU SA
LONN LONZA GROUP AG
MF WENDEL SE
IDL ID LOGISTICS GROUP
FAGR FAGRON SA
VIRP VIRBAC SA
GEBN GEBERIT AG
RWE RWE AG
SAF SAFRAN S.A.
BOL BOLLORE SA
COFB COFINIMMO SA
CRG CRH PLC
TUB TUBACEX S.A.
AED AEDIFICA SA
SLIGR SLIGRO FOOD GROUP N.V.
FDR FLUIDRA S.A.
KGX KION GROUP AG
CPINV CARE PROPERTY INVEST SA
ALVDM VOYAGEURS DU MONDE SA
ANDR ANDRITZ AG
CLNX CELLNEX TELECOM S.A.
RACE FERRARI NV
SAE SHOP APOTHEKE EUROPE NV
ASML ASML HOLDING NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
FQT FREQUENTIS AG WIENER
NXFIL NX FILTRATION HLDG BV
DEME DEME GROUP NV
STM STABILUS SE
- Thijs Berkelder
- ING Helpdesk
Benelux Morning Notes
DEME Group: Does money make life beautiful? Yes! Euronext: March Madness hits Markets. Kinepolis: Cineplex March 2025 box office revenue at 47% of 2019 level, down 50% YoY. Page Group: 1Q25 trading update; FY25 outlook more uncertain. SBM Offshore: Interesting step, but is it necessary? Staffing: French staffing: ongoing weak volumes in February on tough comps. WDP: €107m of new pre-let development projects
- Guy Sips
- Wim Lewi
- Guy Sips
DEME Acquiring Norwegian Havfram, active in Offshore Wind for € 900m
DEME announced that it has signed an agreement to acquire Havfram (employing around 50 people), an international offshore wind contractor based in Norway. The agreement represents an aggregated transaction value of +/- 900m including the remaining Capex needed to complete 2 vessels. This strategic acquisition aligns with DEME's ambition to expand its footprint in the offshore wind energy market and enhances its competitive positioning in turbine and foundation installations. We maintain our Buy ...
DEME signs agreement to acquire Norwegian offshore wind infrastructure...
DEME signs agreement to acquire Norwegian offshore wind infrastructure company Havfram DEME (Euronext: DEME) announced today that it has signed an agreement to acquire Havfram, an international offshore wind contractor based in Norway. This strategic acquisition aligns with DEME's ambition to expand its footprint in the offshore wind energy market and enhances its competitive positioning in turbine and foundation installations. Attachment
DEME tekent overeenkomst voor overname Noors wind infrastructuurbedrij...
DEME tekent overeenkomst voor overname Noors wind infrastructuurbedrijf Havfram DEME (Euronext: DEME) heeft vandaag aangekondigd dat het een overeenkomst heeft getekend om Havfram over te nemen, een internationale offshore windaannemer gevestigd in Noorwegen. Deze strategische overname sluit aan bij DEME's ambitie om zijn capaciteit in de offshore windenergiemarkt uit te breiden en versterkt zijn concurrentiepositie in turbine- en funderingsinstallaties. Bijlage
- Guy Sips
- Jacob Mekhael
- Kristof Samoy
- Lynn Hautekeete
- Michiel Declercq
- Sharad Kumar S.P
- Thibault Leneeuw
- Thomas Couvreur
- Thomas Vranken
- Wim Hoste
- Wim Lewi
US Tariffs Navigating the impact on Benelux equities
Trumps reciprocal tariffs caused a massive blow to equity markets, following a pressured period of escalating trade wars. Retaliatory measures can further heavily damage market confidence, as seen Friday when China announced their 34% tarrif of US goods. International trade policies have never moved this erratic and untransparant, with uncertainty and volatility being the baseline for now. In this report we highlight the key stocks in our coverage relevant to this discussion.
EURN EURONAV NV
ABN ABN AMRO BANK NV DEPOSITARY RECEIPTS
FAGR FAGRON SA
EVS EVS BROADCAST EQUIPMENT SA
XIOR XIOR STUDENT HOUSING N.V.
SOLB SOLVAY SA
UCB UCB S.A.
COFB COFINIMMO SA
DIE D'IETEREN SA
AGFB AGFA-GEVAERT NV
IBAB ION BEAM APPLICATIONS SA
AALB AALBERTS N.V.
ONTEX ONTEX GROUP N.V.
MELE MELEXIS NV
CSM CORBION NV
ABI ANHEUSER-BUSCH INBEV SA/NV
EXO EXOR N.V.
ASML ASML HOLDING NV
ARGX ARGEN-X SE
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ADYEN ADYEN NV
AUTL AUTOLUS THERAPEUTICS ADS
BAR BARCO NV
DEME DEME GROUP NV
FLOW FLOW TRADERS LTD
SYENS SYENSQO
- Guy Sips
- Jacob Mekhael
- Kristof Samoy
- Livio Luyten
- Lynn Hautekeete
- Michiel Declercq
- Sharad Kumar S.P
- Thibault Leneeuw
- Thomas Couvreur
- Thomas Vranken
- Wim Hoste
- Wim Lewi
Dynamic Top Pick List Update April 2025: Removing Gimv – Adding Adyen
In this April 2025 update of the KBC Securities' Dynamic Top Pick List, we are removing Gimv and adding Adyen. Since adding Gimv to the Dynamic Top Pick List in mid-December 2024, Gimv's performance has remained flat. However, month-to-date, it has increased by nearly 7%, while the indices have all declined. Given the backdrop of a tariff war brewing, we think it's time to remove Gimv from the Dynamic Top Pick List as medium-sized businesses are more likely to feel the pinch of lower demand and...
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Kristof Samoy
- Lynn Hautekeete
- Sharad Kumar S.P
- Thomas Couvreur
- Thomas Vranken
- Wim Hoste
- Wim Lewi
- Guy Sips
- Hilde Van Boxstael
- Lynn Hautekeete
- Michiel Declercq
- Sharad Kumar S.P
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
- Guy Sips
- Jacob Mekhael
- Kristof Samoy
- Lynn Hautekeete
- Michiel Declercq
- Sharad Kumar S.P
- Thibault Leneeuw
- Thomas Couvreur
- Thomas Vranken
- Wim Hoste
- Wim Lewi
Dynamic Top Pick List Update March 2025: Removing ABN, Ackermans – Add...
We made 5 changes in this March update of our KBC Securities Dynamic Top Pick List (DTPL): On 26 February we already removed ABN Amro from our DTPL, after a strong 24.4% return since the announcement of our 2025 Dynamic Top Pick List on 13 December 2024, far outpacing our financial sector coverage. Although we remain positive on the longer term, we believe most of the short-term revaluation is behind us. Today, we remove Ackermans & van Haaren as the stock just hit an all-time high and crossed...
ABN ABN AMRO BANK NV DEPOSITARY RECEIPTS
FAGR FAGRON SA
EVS EVS BROADCAST EQUIPMENT SA
XIOR XIOR STUDENT HOUSING N.V.
DIE D'IETEREN SA
SOF SOFINA SA
GIMB GIMV NV
ACKB ACKERMANS & VAN HAAREN NV
ROYAL VOPAK NV
MELE MELEXIS NV
WDP WAREHOUSES DE PAUW SCA
FUR FUGRO NV
AZE AZELIS GROUP NV
DEME DEME GROUP NV
SHUR SHURGARD SELF STORAGE LIMITED
DEME and Jan De Nul joint venture signs letter of award for dredging w...
DEME and Jan De Nul joint venture signs letter of award for dredging works at Vadhavan port in India A joint venture of DEME and Jan De Nul has signed a letter of award with Indian engineering and construction company ITD Cementation for dredging and reclamation works in Vadhavan Port in India. Attachment
Joint venture met DEME en Jan De Nul ondertekent gunningsbrief voor ba...
Joint venture met DEME en Jan De Nul ondertekent gunningsbrief voor baggerwerken in de haven van Vadhavan in India Een joint venture met DEME en Jan De Nul heeft een gunningsbrief ondertekend met het Indiase engineering- en bouwbedrijf ITD Cementation voor bagger- en landwinningswerken in de haven van Vadhavan in India. Bijlage
- Guy Sips
- Hilde Van Boxstael
- Kristof Samoy
- Michiel Declercq
- Sharad Kumar S.P
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.