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ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Alfen: Profit warning. ASR: CMD expectations, capital accumulation substantial in 2025-26. Barco: Co-CEO Charles Beauduin steps down. Belgian telecoms: Orange Belgium prepares for battle ahead of Digi arrival. D'Ieteren: PHE day feedback, ambition to double in size. Exor: Increases its stake in Philips to 17.51% Gimv: Investing in Infrastructure, optional dividend terms. Just Eat Takeaway.com: DoorDash reportedly interested in Deliveroo. SBM Offshore: Preparating for two new hull...

Baptiste Salaville ... (+4)
  • Baptiste Salaville
  • Gerardo Ibanez
  • Jean-Baptiste Rouphael
  • Steven Boumans

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 25/06/2024

Peu de secteurs polarisent autant que le luxe automobile sportif. A la pointe de l’innovation technologique et artistique pour les uns, il est le reflet d’inégalités excessives pour les autres. Nous estimons que le secteur a un rôle prépondérant à jouer sur l’atténuation du changement climatique, mais aussi l’économie circulaire ou la transition juste. Considérant les impacts, risques et opportunités matériels, nous plaçons Ferrari en Best-in-Class ESG, Porsche en Neutre ESG, et Aston...

Baptiste Salaville ... (+4)
  • Baptiste Salaville
  • Gerardo Ibanez
  • Jean-Baptiste Rouphael
  • Steven Boumans

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 06/25/2024

Few sectors are as polarising as luxury sports cars. At the cutting edge of technological and artistic innovation for some, they reflect excessive inequality for others. We believe the sector has a key role to play in climate change mitigation, as well as in the circular economy and just transition. Taking into account material impacts, risks and opportunities, we see Ferrari as ESG Best-in-Class, Porsche as ESG Neutral and Aston-Martin Lagonda as ESG Not Recommended. - ...

Christophe Chaput ... (+3)
  • Christophe Chaput
  • Florent Laroche-Joubert
  • Steven Boumans

ODDO : What stock market momentum in France depending on the results o...

>Retail REITs broadly the best positioned - The announcement of the dissolution of parliament created a stock market shock or French real estate stocks leading to a negative performance of 10.6% since 7 June vs -4.2% for our other real estate stocks, notably in line with the increase in the 10-year OAT yield (c.+5bp) and its difference with the German 10-year yield (+c.23bp).The outcome of the legislative elections is still uncertain. Based on the sc...

Christophe Chaput ... (+3)
  • Christophe Chaput
  • Florent Laroche-Joubert
  • Steven Boumans

ODDO : Quel momentum boursier sur l’immobilier côté français en foncti...

>Les foncières de commerce globalement les mieux positionnées - L’annonce de la dissolution de l’Assemblée Nationale a créé un choc boursier sur les valeurs immobilières françaises engendrant une performance négative de 10.6% depuis le 7 juin vs -4.2% sur nos autres valeurs immobilières, en ligne notamment avec la hausse du rendement de l’OAT 10 ans (+c.+5 pb) et son écartement avec le 10 ans allemand (+c. 23 pb).L’issue des élections législatives est encore inc...

Gerardo Ibanez ... (+2)
  • Gerardo Ibanez
  • Steven Boumans

ODDO : Tulips are not the only thing blooming in the Netherlands: Prov...

Dutch real estate companies showed signs of cautious optimism at the recent Provada conference, with logistics and retail favoured. Healthcare shows some positive signs, with limited devaluations. The Dutch government's potential reduction of the Real Estate Transfer Tax and new REIT regime could benefit listed real estate companies active in the country. - >Cautious optimism as market shows signs of improvement - Last week the annual Dutch real estate conference, Prov...

Hilde Van Boxstael ... (+5)
  • Hilde Van Boxstael
  • Lynn Hautekeete
  • Thomas Couvreur
  • Wim Hoste
  • Wim Lewi
Lynn Hautekeete
  • Lynn Hautekeete

Nextensa Buy now and get the development activity for free

Nextensa's value creation over the next years is driven by Tour & Taxis and the Cloche D'or site. Tour & Taxis is still advancing well thanks to strong market fundamentals that outperform pan European markets. However, Cloche D'or is impacted by the fierce correction in the previously overvalued Luxembourg market. Nextensa's risk profile decreases thanks to its EUR 1.3B standing assets that generate rental income. The EPRA NAV amounts to EUR 48.0 per share with total debt split toward the rent...

Gerardo Ibanez ... (+2)
  • Gerardo Ibanez
  • Steven Boumans

Montea : Montea Capital Markets Day 2024: Conservative targets, promis...

Montea held its first Capital Markets Day (“CMD”) last week. We are not changing our estimates, although the event did demonstrate Montea’s conservatism in financial targets and high-quality assets in favourable markets. The CMD underscores our positive view on the stock and we reiterate our Outperform recommendation. - >The first Capital Markets Day - Montea’s first CMD highlighted its promising growth strategy with an unchanged >7% yield on cost target and EPRA EPS t...

Carole Braudeau
  • Carole Braudeau

Credit Morning 06/13/2024

Telecom Italia: Moody’s upgrades the corporate rating to Ba3/positive from B1/cw positive.Mahle: Q1 2024 in line with guidance given at April issue. The European Union imposes new customs duties on Chinese electric vehicles.>...

Carole Braudeau
  • Carole Braudeau

Morning Crédit 13/06/2024

Mahle : T1 2024 en ligne avec les indications données lors de l’émission d’avrilTelecom Italia : Moody’s relève le rating de B1/cw positive à Ba3/positiveL’union Européenne impose de nouveaux droits de douane sur les véhicules électriques chinois>...

Guy Sips ... (+6)
  • Guy Sips
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Thibault Leneeuw
  • Wim Hoste
  • Wim Lewi
 PRESS RELEASE

Ontex annonce l’intention de restructurer ses activités de production ...

Ontex annonce l’intention de restructurer ses activités de production et de distribution en Belgique, y compris des investissements stratégiques dans les activités recentrées Alost, Belgique, le 13 juin 2024 - Ontex Group NV/SA (Euronext : Ontex), un des principaux développeurs et producteurs internationaux de produits de soins personnels, a annoncé aujourd'hui l’intention de restructurer ses activités de production et de distribution en Belgique. Cette intention cadre dans la transformation stratégique du Groupe visant à renforcer sa position concurrentielle sur le marché européen. Ce proj...

 PRESS RELEASE

Ontex announces intention to restructure its production and distributi...

Ontex announces intention to restructure its production and distribution activities in Belgium, with strategic investment in refocused activity Aalst, Belgium, 13 June 2024 – Today, Ontex Group NV (Euronext: Ontex), a leading international developer and producer of personal care products, announces the intention to restructure its Belgian production and distribution activities, as part of its strategic transformation to strengthen its competitive position in the European market. This intended restructuring would entail the closure of the Eeklo site, as well as the transformation of the Bug...

 PRESS RELEASE

Nextensa: Information on the total number of voting rights and shares

Nextensa: Information on the total number of voting rights and shares PRESS RELEASE REGULATED INFORMATIONBrussels, 12 June 2024 07h30 Nextensa NV/SA : Information on the total number of voting rights and shares In application of article 15 of the Law of 2 May 2007 on disclosure of major shareholdings, Nextensa (the 'Company') announces the following information following the capital increase in the context of the optional dividend, which will take place today. As part of the optional dividend, 169,028 new shares will be issued for a total amount of EUR 7,454,134.80 (specifically, EUR 1,8...

 PRESS RELEASE

Nextensa : Informations relatives au nombre total de droits de vote et...

Nextensa : Informations relatives au nombre total de droits de vote et d'actions COMMUNIQUÉ DE PRESSE INFORMATION RÉGLEMENTÉEBruxelles, 12 juin 2024 07h30 Nextensa SA: Informations relatives au nombre total de droits de vote et d'actions En application de l'article 15 de la loi du 2 mai 2007 relative à la publicité des participations importantes, Nextensa (la ‘Société’) communique les informations suivantes suite à l'augmentation de capital dans le cadre du dividende optionnel, qui aura lieu aujourd'hui. Dans le cadre du dividende optionnel, 169.028 actions nouvelles seront émise...

 PRESS RELEASE

Nextensa: Informatie betreffende het totale aantal stemrechten en aand...

Nextensa: Informatie betreffende het totale aantal stemrechten en aandelen PERSBERICHT GEREGLEMENTEERDE INFORMATIEBrussel, 12 juni 2024 07h30 Nextensa NV : Informatie betreffende het totale aantal stemrechten en aandelen In toepassing van artikel 15 van de wet van 2 mei 2007 op de openbaarmaking van belangrijke deelnemingen, maakt Nextensa (de ‘Vennootschap’) de volgende informatie bekend naar aanleiding van de kapitaalverhoging in het kader van het keuzedividend, die vandaag zal plaatsvinden. In het kader van het keuzedividend zullen 169.028 nieuwe aandelen worden uitgegeven voor een to...

Sharad Kumar S.P
  • Sharad Kumar S.P

Holdings Report - May 2024 KBCS Holdings Universe Down -0.9% Due To Mu...

1M Performance - Absolute: Over the last 1M period, the KBCS Holdings Universe posted a return of -0.9% which was mainly driven by multi-asset holdings (-1.3%) while single-asset holdings posted a positive return of +0.6%. The 3 top performers during the period were Solvac (+8.0%), Gimv (+5.5%), and Compagnie du Bois Sauvage (+5.3%) while the 3 worst performers were HAL Trust (-6.5%), D'Ieteren Group (-1.8%), and Texaf (-1.1%). YTD Performance - Relative: On a YTD basis, the KBCS Holdings Univ...

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