reports
- Hilde Van Boxstael
- Lynn Hautekeete
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
- 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
- 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
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Thibault Leneeuw
- Wim Hoste
- Wim Lewi
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...
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...
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...
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...
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
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...
GBLB GROUPE BRUXELLES LAMBERT SA
HAL HAL TRUST
DIE D'IETEREN SA
SOF SOFINA SA
SOLV SOLVAC S.A.
GIMB GIMV NV
QFG QUEST FOR GROWTH
ACKB ACKERMANS & VAN HAAREN NV
TUB FINANCIERE DE TUBIZE S.A.
HEIO HEINEKEN HOLDING N.V.
KBCA KBC ANCORA SCA
TEXF TEXAF
BREB BREDERODE S.A.
TINC TINC COMM. VA
ROCK WHITESTONE GROUP
Nextensa shareholders opt for optional dividend for 71% of shares
Nextensa shareholders opt for optional dividend for 71% of shares PRESS RELEASE REGULATED INFORMATIONBrussels, 10 June 2024 17h40 Nextensa shareholders opt for optional dividend for 71% of shares The Nextensa shareholders chose for 71% of their shares for a contribution of their dividend rights in consideration for new shares instead of payment of the dividend in cash. This result strengthens Nextensa's equity by EUR 7.5 million, through the issue of 169,028 new shares. On Wednesday 12 June 2024 (before the opening of the stock exchange), the settlement of...
Nextensa aandeelhouders kiezen voor 71% van de aandelen voor keuzedivi...
Nextensa aandeelhouders kiezen voor 71% van de aandelen voor keuzedividend PERSBERICHT GEREGLEMENTEERDE INFORMATIEBrussel, 10 juni 2024 17h40 Nextensa aandeelhouders kiezen voor 71% van de aandelen voor keuzedividend De aandeelhouders van Nextensa opteerden voor 71% van hun aandelen voor een inbreng van dividendrechten in ruil voor nieuwe aandelen in plaats van de uitbetaling van het dividend in cash. Dit resultaat zorgt voor een versterking van het eigen vermogen van Nextensa met EUR 7,5 miljoen, door de uitgifte van 169.028 nieuwe aandelen. Op woensdag 12 juni 2024 (vóór ope...
- ING Helpdesk
- Guy Sips
- Hilde Van Boxstael
- Kristof Samoy
- Sharad Kumar S.P
- Wim Lewi
- Inna Maslova
Montea - Feedback from Capital Markets Days
Montea hosted its first ever CMD which took place in Belgium. The CMD comprised an in-depth review of Montea's activity markets as well as two asset visits.In the coming months, Montea plans to invest EUR 30m in battery storage system in Belgium and The Netherlands at an IRR of 10%.Overall, Europe is currently seeing a strong ongoing trend with proximity and resilience of supply chains playing a key role. Considering the current landbank, Montea believes that investing EUR 300m p.a. in four...
- Wim Lewi
Montea Capital Market Days soundbites
The CMD highlighted that “old” Montea of 15-30 FTE has evolved into an international group of >60 FTE with boots on the ground in 4 countries. Each country has now its own divisions on Asset mgmt, Property mgmt, Accounting and Development. We got presentations from the 4 country managers and a strategy update as well as 2 site visits (DHL, Zaventem and Delhaize Vorst) and some additional expert presentations. The overriding theme across all regions was permitting issues and how to tackle these. ...
- ING Helpdesk
Benelux Morning Notes
D'Ieteren: Febiac May registrations down 5.9% YoY, VW brands up 5.3%. Kinepolis: Weak US/Canada box office revenue, strong France attendance in May 2024. Proximus: ‘International' investor day feedback. Universal Music Group: Spotify price increase in US, supportive for long term equity story
- Wim Lewi
Montea Capital Markets Day starts today in Brussels
Montea holds a 1.5 day CMD around the airport of BXL with a mix of presentations and site visits. The location is conveniently chosen for foreign visitors as well as some assets nearby (DHL and Delhaize Vorst). The first day presentations see 2 country manager present on France and Germany. These are 2 regions for future growth (FR 11.2%, GE 1.4% of FV). The investment case update by CFO Els Vervaecke is set for the second day. We do not expect new targets as the recent update was given only at ...
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