reports
- ING Helpdesk
Benelux Morning Notes
Aalberts: highlights ING Benelux Conference Brussels 2024, Ackermans & Van Haaren: Highlights ING Benelux Conference Brussels,Ackermans & Van Haaren: Strong operational performance of underlying companies and guidance fine-tuned upwards, AMG: Highlights ING Benelux Conference Brussels, Aperam: Highlights ING Benelux Conference Brussels, Arcadis: Highlights ING Benelux conference, Azelis: Highlights ING Benelux Conference Brussels, Bekaert: Guidance cut and €200m buyback as sweetener, CFE: No new...
BEKB BEKAERT SA
APAML APERAM SA
EVS EVS BROADCAST EQUIPMENT SA
DIE D'IETEREN SA
CFEB COMPAGNIE D'ENTREPRISES CFE SA
ACKB ACKERMANS & VAN HAAREN NV
ARCAD ARCADIS NV
MONT MONTEA SCA
AALB AALBERTS N.V.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
MELE MELEXIS NV
TWEKA TKH GROUP N.V. CERT
KIN KINEPOLIS GROUP NV
INX IMCD N.V.
JDEP JDE PEET'S NV
UMG UNIVERSAL MUSIC GROUP NV
AZE AZELIS GROUP NV
- Hilde Van Boxstael
- Jacob Mekhael
- Kristof Samoy
- Michiel Declercq
- Sharad Kumar S.P
- Wim Hoste
- Wim Lewi
Agfa-Gevaert NV: 1 director
A director at Agfa-Gevaert NV bought 80,000 shares at 0.681EUR and the significance rating of the trade was 55/100. 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 clearl...
- ING Helpdesk
Benelux Morning Notes
Agfa-Geveart: Material miss on Healthcare activities. ASML: Long-term guidance confirmed. CVC Capital Partners: Comfortably on track. DEME Group: Raises outlook, lowers capex guidance. Proximus: Pressure on CEO from another possible coalition party. SBM Offshore: Again delivering
- Guy Sips
- Hilde Van Boxstael
- Lynn Hautekeete
- Thibault Leneeuw
- Wim Lewi
- Guy Sips
Agfa 3Q24 below forecasts & €50m savings program to align the cost bas...
3Q24 numbers were below our and CSS forecasts. We will update our model but we already lower our Target Price from € 2.0 to € 1.4. 3Q24 sales came in at € 277m (KBCSe € 291, CSS 286) and 3Q24 REBIT was €4m (KBCSe € 8.1m, CSS € 7m) with especially a poor performance in Radiology Solutions. Agfa hinted at a strong profitability step up in Digital Printing and Chemicals, and a significant increase in order intake in HealthCare IT, with a high share of cloud-based and net new customer contracts. Thi...
The Agfa-Gevaert Group in Q3 2024: stable sales, adjusted EBITDA at 1...
The Agfa-Gevaert Group in Q3 2024: stable sales, adjusted EBITDA at 15 million euro - regulated information Regulated information November 14, 2024 - 7:45 a.m. CET The Agfa-Gevaert Group in Q3 2024: stable sales, adjusted EBITDA at 15 million euro The Agfa-Gevaert Group posted double-digit revenue growth and a strong profitability step up in Digital Printing and Chemicals, and a significant increase in order intake in HealthCare IT, with a high share of cloud-based and net new customer contracts. This was counterbalanced by an accelerated m...
De Agfa-Gevaert Groep in het derde kwartaal van 2024: stabiele omzet, ...
De Agfa-Gevaert Groep in het derde kwartaal van 2024: stabiele omzet, aangepaste EBITDA van 15 miljoen euro - gereglementeerde informatie Gereglementeerde informatie 14-11-2024 - 7:45 uur CET De Agfa-Gevaert Groep in het derde kwartaal van 2024: stabiele omzet, aangepaste EBITDA van 15 miljoen euro De Agfa-Gevaert Groep noteerde een omzetgroei met dubbele cijfers en een sterke rendabiliteitsverbetering in Digital Printing and Chemicals, alsook een aanzienlijke toename van de order intake in HealthCare IT, met een groo...
Agfa kondigt plan aan om de kostenbasis van zijn traditionele filmacti...
Agfa kondigt plan aan om de kostenbasis van zijn traditionele filmactiviteiten aan te passen aan de realiteit in de markt - gereglementeerde informatie 14 november 2024 – 7:45 uur CET Gereglementeerde informatie Agfa kondigt plan aan om de kostenbasis van zijn traditionele filmactiviteiten aan te passen aan de realiteit in de markt Mortsel, België – 14 november 2024 – 7u45 Agfa kondigde vandaag een plan aan om de kostenbasis van zijn traditionele filmactiviteiten aan te passen aan de realiteit in de markt. De onderneming heeft de intentie om alle aspecten van de filmgerelateerde...
Agfa announces plan to adjust the cost base of its traditional film ac...
Agfa announces plan to adjust the cost base of its traditional film activities to the reality in the market - regulated information November 14, 2024 – 7:45 a.m. CET Regulated information Agfa announces plan to adjust the cost base of its traditional film activities to the reality in the market Mortsel, Belgium – November 14, 2024 – 7:45 a.m. CET Agfa today announced a plan to adjust the cost base of its traditional film activities to the reality in the market. The company has the intention to thoroughly reorganize all aspects of the film-related...
- 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.
- Jerôme Bodin
ALLIX WALLIX GROUP SA
APAML APERAM SA
DEC JCDECAUX SA
NRG NRJ GROUP SA
GOE GROUPE GORGE SA
ALTA ALTAREA SCA
BAMNB KONINKLIJKE BAM GROEP NV
BON BONDUELLE SCA
ADV ADVA AG OPTICAL NETWORKING
AALB AALBERTS N.V.
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
VGP VGP NV
SIFG SIF HOLDING NV
FNTN FREENET AG
ALFEN ALFEN NV
COP COMPUGROUP MEDICAL SE & CO. KGAA
TCH TECHNICOLOR SA
ECMPA EUROCOMMERCIAL PROPERTIES NV
IVG IVECO GROUP
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
BRE BREMBO S.P.A.
- Jerôme Bodin
ALLIX WALLIX GROUP SA
APAML APERAM SA
DEC JCDECAUX SA
NRG NRJ GROUP SA
LNA LNA SANTE SA
GOE GROUPE GORGE SA
ALTA ALTAREA SCA
BAMNB KONINKLIJKE BAM GROEP NV
BON BONDUELLE SCA
ADV ADVA AG OPTICAL NETWORKING
AALB AALBERTS N.V.
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
VGP VGP NV
SIFG SIF HOLDING NV
FNTN FREENET AG
ALFEN ALFEN NV
COP COMPUGROUP MEDICAL SE & CO. KGAA
TCH TECHNICOLOR SA
ECMPA EUROCOMMERCIAL PROPERTIES NV
IVG IVECO GROUP
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
BRE BREMBO S.P.A.
- Thijs Berkelder
Alfen : Smart Grids under control, but tough charging equipment market...
>Feedback analyst conference call - Alfen’s analyst call was hosted by CEO Marco Roeleveld, CCO Michele Lesh and CFO Onno Krab. Key topics were the following:Outlook per sector:- Smart Grid Solutions, substation production is to increase to c. 100 per week in Q4, but in H1 2025 will drop back to 70 per week because of customer constraints. Hopes H2 2025 to be able to up production further, but dependent on clients. Key clients are the grid operators as small...
- Thijs Berkelder
Alfen : Smart Grids under control, but tough charging equipment market...
>Feedback analyst conference call - Alfen’s analyst call was hosted by CEO Marco Roeleveld, CCO Michele Lesh and CFO Onno Krab. Key topics were the following:Outlook per sector:- Smart Grid Solutions, substation production is to increase to c. 100 per week in Q4, but in H1 2025 will drop back to 70 per week because of customer constraints. Hopes H2 2025 to be able to up production further, but dependent on clients. Key clients are the grid operators as small...
- Emira Sagaama
- Juan Ros-Padilla
AMS AMS AG
CRI CHARGEURS SA
EVT EVOTEC SE
FLY SOCIETE FONCIERE LYONNAISE SA
LXS LANXESS AG
BEN BENETEAU SA
KCO KLOECKNER & CO SE
VLS VALNEVA SE
JCQ JACQUET METALS SA
ELG ELMOS SEMICONDUCTOR SE
BAMNB KONINKLIJKE BAM GROEP NV
WIZZ WIZZ AIR HOLDINGS PLC
GN GN STORE NORD A/S
GLB GLANBIA PLC
DEZ DEUTZ AG
AALB AALBERTS N.V.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
FDR FLUIDRA S.A.
CPINV CARE PROPERTY INVEST SA
LOG COMPANIA DE DISTRIBUCION INTEGRAL LOGISTA HOLDINGS S.A.
TWEKA TKH GROUP N.V. CERT
SMHN SUESS MICROTEC AG
DIC DIC ASSET AG
ALFEN ALFEN NV
INS INSTONE REAL ESTATE GROUP AG
HAG HENSOLDT AG
COP COMPUGROUP MEDICAL SE & CO. KGAA
KTA KNAUS TABBERT
RWI RENEWI PLC
HGEA HGEARS AG
AF AIR FRANCE - KLM
- Emira Sagaama
- Juan Ros-Padilla
AMS AMS AG
CRI CHARGEURS SA
EVT EVOTEC SE
FLY SOCIETE FONCIERE LYONNAISE SA
LXS LANXESS AG
BEN BENETEAU SA
KCO KLOECKNER & CO SE
VLS VALNEVA SE
JCQ JACQUET METALS SA
ELG ELMOS SEMICONDUCTOR SE
BAMNB KONINKLIJKE BAM GROEP NV
WIZZ WIZZ AIR HOLDINGS PLC
GN GN STORE NORD A/S
GLB GLANBIA PLC
DEZ DEUTZ AG
AALB AALBERTS N.V.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
FDR FLUIDRA S.A.
CPINV CARE PROPERTY INVEST SA
LOG COMPANIA DE DISTRIBUCION INTEGRAL LOGISTA HOLDINGS S.A.
TWEKA TKH GROUP N.V. CERT
SMHN SUESS MICROTEC AG
DIC DIC ASSET AG
ALFEN ALFEN NV
INS INSTONE REAL ESTATE GROUP AG
HAG HENSOLDT AG
COP COMPUGROUP MEDICAL SE & CO. KGAA
KTA KNAUS TABBERT
RWI RENEWI PLC
HGEA HGEARS AG
AF AIR FRANCE - KLM
- ING Helpdesk
Benelux Morning Notes
Aalberts: Building already bottoming, industry tough. Air France-KLM: Nobody helps. Alfen: Covenant agreement, hikes output Smart Grid. AMG: Sweet for 2024F, sour for 2025F. ArcelorMittal: 3Q24 EBITDA beats by 6%, FCF solid. BAM: 3Q beats, on its way to reach FY guidance. CMB.TECH: 3Q and FY24 reasonable but then more challenges. D'Ieteren: EGM and dividend dates announced; Belron US peer Boyd disappointing 3Q24. GBL: Double-digit TSR expected over 2024-27F. KBC: 3Q better acro...
- Mahaut Arnaud
- Paul de Froment
- Thomas Mordelle
Alfen: Q3 results, big Q4 ahead
Alfen published Q3 2024 figures yesterday. Revenue came in at EUR106m (-18% QoQ vs. EUR129m in Q2 2024, -22% YoY vs. EUR136m in Q3 2023) pointing to EUR352m YTD (vs. cons. eyeing EUR489m for FY24). Q3 numbers were mostly impacted by modest revenue growth in Smart Grids (+1% YoY) and a sluggish pace
- Thijs Berkelder
Alfen : Outlook for Q4 and 2025 seems weaker than before
>Q3 better than consensus FY24 outlook slightly weaker = weaker Q4 - Revenues in-line, with strength in Smart Grids offsetting weakness in EV Charging. Revenues in 24Q3 were down 22% y-o-y to € 106.2m (1% below consensus of € 107.4m) with Smart Grid Solutions up 1% to € 50.3m (14% above consensus of € 44.3m), EV Charging Equipment down 6% to € 32.9m (14% below consensus of € 38.3m), and Energy Storage Systems down 55% to € 23.1m (consensus € 23.5m). Profitabil...
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.