reports
- Christian Arnold
- Christian Arnold
- Usama Tariq
- Wim Gille
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Kristof Samoy
- Livio Luyten
- Michiel Declercq
- Thibault Leneeuw
- Wim Lewi
- Kristof Samoy
NX Filtration Trouble comes in fours, yet another profit warning erodi...
NX Filtration just sent out another profit warning. For the fourth time in a row the company confessed it will not be able to realise its issued revenue guidance. At the 1H25 release the company reiterated its FY25 revenue guidance calling for y/y growth in the 50-70% range with KBC est. at the 60% midpoint. Today management warns FY25 revs are expected to be ca. €14m, representing a y/y growth just topping 25%. No quantified insights in profitability and cash position were given but surprisingl...
DEME secures two marine works contracts in Italy and Spain
DEME secures two marine works contracts in Italy and Spain DEME’s Dredging & Infra segment has secured two marine works contracts in Southern Europe, highlighting its expertise in environmental remediation and coastal protection. In Italy, DEME will deliver marine works for the prestigious 38th America’s Cup sailing competition in Naples, including offshore breakwaters and seabed remediation at the Bagnoli-Coroglio site. Meanwhile, in Spain, DEME will restore three beaches along the Valencian coastline through a large-scale nourishment project, to combat erosion and safeguard the shoreline ...
DEME haalt twee contracten binnen voor maritieme werken in Italië en S...
DEME haalt twee contracten binnen voor maritieme werken in Italië en Spanje DEME’s Dredging & Infra-segment heeft twee contracten voor maritieme werken binnengehaald in Zuid-Europa, die de expertise op het gebied van milieusanering en kustbescherming in de verf zetten. In Italië zal DEME maritieme werken uitvoeren voor de prestigieuze 38ste America’s Cup-zeilwedstrijd in Napels, waaronder golfbrekers en sanering van de zeebodem op de site Bagnoli-Coroglio. In Spanje zal DEME drie stranden langs de Valenciaanse kustlijn herstellen via een grootschalig ophogingsproject, om erosie tegen te gaa...
- Guy Sips
- Kristof Samoy
DEME wins contract to help restore water quality in the central Nether...
DEME wins contract to help restore water quality in the central Netherlands DEME has won a contract to implement WFD (Water Framework Directive) measures in Central Netherlands. WFD measures are projects aimed at improving water quality in the Netherlands, which are carried out by Rijkswaterstaat. In collaboration with its partner Beens Dredging B.V. (part of Beens Groep B.V.), DEME will execute Lot D at the locations Eemmeer, Ketelmeer, and Zwarte Meer. These works will start in April 2026 and are expected to be completed by December 2027. Attachment ...
DEME wint contract voor herstel van waterkwaliteit in Midden-Nederland
DEME wint contract voor herstel van waterkwaliteit in Midden-Nederland DEME heeft een contract getekend voor de uitvoering van KRW-maatregelen in Midden-Nederland. KRW-maatregelen (Kaderrichtlijn Water) zijn projecten die gericht zijn op het verbeteren van de waterkwaliteit in Nederland, uitgevoerd door Rijkswaterstaat. In samenwerking met partner Beens Dredging B.V. (onderdeel van Beens Groep B.V.) zal DEME Perceel D uitvoeren op de locaties Eemmeer, Ketelmeer en Zwarte Meer. De werkzaamheden starten in april 2026 en de voltooiing wordt verwacht in december 2027. Bijlage ...
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Kristof Samoy
- Livio Luyten
- Mathijs Geerts Danau
- Michiel Declercq
- Wim Hoste
- Wim Lewi
DEME secures foundation and cable installation contracts for BC-Wind o...
DEME secures foundation and cable installation contracts for BC-Wind offshore wind farm in Poland DEME has been awarded three contracts for the installation of monopile foundations, inter-array cables, and the export cable at the BC-Wind offshore wind farm in Poland. These new contracts position DEME as a key contributor to Poland’s renewable energy build-out, supporting the country’s energy transition. Attachment
DEME wint contracten voor funderings- en kabelinstallatie voor BC-Wind...
DEME wint contracten voor funderings- en kabelinstallatie voor BC-Wind offshore windpark in Polen DEME heeft drie contracten gewonnen voor de installatie van monopile funderingen, inter-arraykabels en de exportkabel voor het BC-Wind offshore windpark in Polen. Deze nieuwe contracten positioneren DEME als een belangrijke speler in de uitbouw van hernieuwbare energie in Polen en ondersteunen de energietransitie van het land. Bijlage
Evotec SE: 1 director
A director at Evotec SE bought 20,000 shares at 5.475EUR 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...
- Tijs Hollestelle
DEME Group/Model update/BUY
We increase our FY25F EBITDA margin estimate from 18.4% to 20.2%. DEME aims for a 2025 EBITDA margin between 20% and 22%. We aim at the low end of the guidance because: (1) 1H25 profitability was impacted by a string of one-off effects (positive in Offshore Energy and negative in the Dredging & Infra division) which clouds our view on the underlying profitability trends; (2) the Fehmarnbelt project in Germany-Denmark (c.€700m scope DEME) is facing a considerable delay which has increased overall...
- Guy Sips
- Jacob Mekhael
- Kristof Samoy
- Livio Luyten
- Lynn Hautekeete
- Mathijs Geerts Danau
- Michiel Declercq
- Thibault Leneeuw
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
Dynamic Top Pick List How to start 2026?
How to start 2026? We have selected for the KBC Securities Dynamic Top Pick List 12 large-cap companies — AB InBev, Aedifica, Argenx, ASMi, Azelis, DEME, D'Ieteren, Shurgard, Sofina, Vopak, WDP, and Wolters Kluwer — along with 3 small and mid-cap names (under €1.5bn in market capitalization): Corbion, EVS, and IBA. So, going into 2026, we maintain a balanced approach in our Dynamic Top Pick List, featuring 8 cyclical and 6 defensive stocks, with a particular emphasis on value stocks that have b...
EVS EVS BROADCAST EQUIPMENT SA
DIE D'IETEREN SA
SOF SOFINA SA
ASM ASM INTERNATIONAL N.V.
IBAB ION BEAM APPLICATIONS SA
ROYAL VOPAK NV
AED AEDIFICA SA
CSM CORBION NV
ABI ANHEUSER-BUSCH INBEV SA/NV
ARGX ARGEN-X SE
WDP WAREHOUSES DE PAUW SCA
AZE AZELIS GROUP NV
DEME DEME GROUP NV
SHUR SHURGARD SELF STORAGE LIMITED
- Guy Sips
- Michiel Declercq
- Wim Hoste
Local Champions Mid Cap Conference Book 11.12.2025
This conference book is your guide to our annual Local Champions Mid Cap Conference set to take place on Thursday, 11 December 2025 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 | DEME | EVS | IBA | JENSEN GROUP | MATERIALISE | ONTEX | PROXIMUS | RECTICEL | XFAB
- Guy Sips
- Hilde Van Boxstael
- Kristof Samoy
- Wim Hoste
- Wim Lewi
- Guy Sips
DEME Another record year is taking shape
DEME is a world leader in the specialised fields of dredging, marine infrastructure, solutions for the offshore energy market, and environmental works. DEME can build on nearly 150 years of know-how and experience and has fostered a pioneering approach throughout its history, being a front runner in innovation and new technologies. A major milestone in 2025 was DEME's acquisition of Havfram, an international offshore wind contractor based in Norway with around 50 employees. The deal carried an...
- Ahmed Ben Salem
- Baptiste Salaville
- Charlotte Vaisse
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
PBB DEUTSCHE PFANDBRIEFBANK AG
GBF BILFINGER SE
GLJ GRENKE AG
BLC BASTIDE LE CONFORT MEDICAL SA
BRBY BURBERRY GROUP PLC
ENI ENI S.P.A.
MBB MBB INDUSTRIES SE
REP REPSOL SA
IDIP INSTITUT DE DEVELOPPEMENT INDUSTRIEL SCA
ROS ROSENBAUER INTERNATIONAL AG
INH INDUS HOLDING AG
SIX2 SIXT SE
MLP MLP SE
NOD NORDIC SEMICONDUCTOR ASA
RENE REDES ENERGETICAS NACIONAIS SA
COL INMOBILIARIA COLONIAL SOCIMI SA
SNG SOCIETATEA NATIONALA DE GAZE NATURALE ROMGAZ SA
BP. BP P.L.C.
DIGI DIGI COMMUNICATIONS NV
JST JOST WERKE AG
TGN SOCIETATEA NATIONALA DE TRANSPORT GAZE NATURALE TRANSGAZ S.A.
M MED LIFE
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
EAT AMREST HOLDINGS SE
CLA CLARANOVA SE
VK VALLOUREC SA
SFQ SAF-HOLLAND SE
WINE PURCARI WINERIES PCL
NA9 NAGARRO
MRX MISTER SPEX SE
NVM NOVEM GROUP SA
SHEL SHELL PLC
AROBS AROBS TRANSILVANIA SOFTWARE SA
TUI TUI AG
ACAG AUSTRIACARD HOLDINGS AG
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