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Lynn Hautekeete ... (+2)
  • Lynn Hautekeete
  • Wim Lewi

Real Asset Conference Soundbites 19-20 March 2024

This note gathers feedback from the group meetings and the break-out sessions. In total 23 companies presented in group meetings and/or break-out sessions. More than 100 guests found their way to the venue and some more followed virtual meetings. Physical attendance is clearly on the rise after the COVID disruption. Investing remains a people's business. The 4 break-out sessions made for informative additions to the C-level meetings and a nice platform for discussion. Tuesday morning concentrate...

 PRESS RELEASE

KPN reports on progress of € 200m share buyback

KPN reports on progress of € 200m share buyback KPN has repurchased 2,000,000 KPN ordinary shares in the period from 18 March to 22 March 2024. The shares were repurchased at an average price of € 3.34 per share for a total consideration of € 6.7m. These repurchases were made as part of the € 200m share buyback started on 1 February 2024, and are part of KPN's commitment to structurally return additional capital to its shareholders. The total number of ordinary shares repurchased to date is 39,981,404 for a total consideration of € 131.7m. Transaction details of the share buyback are avai...

Marc Zwartsenburg ... (+2)
  • Marc Zwartsenburg
  • CEFA

ING Benelux Favourites/Weekly performance and valuation update

In this publication we update the performance of our ING Benelux Favourites list as well as all valuation and ranking tables for our coverage universe. Performance on the front page is dated from the 26 April 2023, while historical performance is included on the second page. The methodology for our favourites selection is based on a bottom-up approach with a focus on absolute performance with clear near-term triggers. It is a rolling list, ie, stocks can enter/exit whenever we think opportune.

Groupe Bruxelles Lambert SA: 1 director

A director at Groupe Bruxelles Lambert SA bought 20,000 shares at 69.330EUR and the significance rating of the trade was 89/100. 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...

Jan Frederik Slijkerman ... (+5)
  • Jan Frederik Slijkerman
  • Jeroen van den Broek
  • Jesse Norcross
  • Nadège Tillier
  • Timothy Rahill
ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Eurocommercial Properties: Good operational trends, FY24 outlook in line. KPN: ACM unconditionally approves Youfone acquisition. SBM Offshore: Sapakara South-Krabdagu project

 PRESS RELEASE

ACM approves Youfone acquisition

ACM approves Youfone acquisition Today, the Netherlands Authority for Consumers and Markets (ACM) has unconditionally approved the acquisition of Youfone by KPN. The approval follows the June 22, 2023 announcement that KPN intended to acquire Youfone. The transaction is expected to close in early April. KPN expects to provide an update of the financial impact of consolidating Youfone at the Q1 2024 results. For more information:KPN Royal Dutch TelecomInvestor RelationsWilhelminakade 1233072 AP RotterdamE-mail:  Formal disclosures: Royal KPN N.V. Head of IR: Reinout van Ierschot Ins...

 PRESS RELEASE

KPN reports on progress of € 200m share buyback

KPN reports on progress of € 200m share buyback KPN has repurchased 3,355,000 KPN ordinary shares in the period from 11 March to 15 March 2024. The shares were repurchased at an average price of € 3.42 per share for a total consideration of € 11.5m. These repurchases were made as part of the € 200m share buyback started on 1 February 2024, and are part of KPN's commitment to structurally return additional capital to its shareholders. The total number of ordinary shares repurchased to date is 37,981,404 for a total consideration of € 125.0m. Transaction details of the share buyback...

Wim Lewi
  • Wim Lewi

KBCS Real Assets Conference Book 2024

This conference book is your guide to the KBCS Real Assets Conference 2024. It offers a program, an intro to the break-out sessions and company profiles with financial data and some useful info. The break-out sessions aim to educate and contemplate on certain trends. Last year we hosted “Energy as a business”. This year, we offer 4 break-outs on hot topics.

Baptiste Salaville ... (+3)
  • Baptiste Salaville
  • Jerôme Bodin
  • Steven Boumans

ODDO BHF Small & MIDCAP MORNING NEWS - 18/03/2024

We are downgrading our recommendation on Vidrala to Underperform from Neutral and set our target price at € 96 (+4% vs previous € 92, DCF: 8.4x implied EV/EBITDA 2024e vs historical average of 9.2x and 6.1x of peer group). While the group will be able to outgrow the industry thanks to the consolidation of Vidroporto in Brazil (16% of the group’s EBITDA) and despite the divestment in Italy (8% of 2023 EBITDA), we believe its organic earnings profile will slightly deteriorate considerin...

Baptiste Salaville ... (+3)
  • Baptiste Salaville
  • Jerôme Bodin
  • Steven Boumans

ODDO BHF Small & MIDCAP MORNING NEWS - 03/18/2024 Date Performance sin...

We are downgrading our recommendation on Vidrala to Underperform from Neutral and set our target price at € 96 (+4% vs previous € 92, DCF: 8.4x implied EV/EBITDA 2024e vs historical average of 9.2x and 6.1x of peer group). While the group will be able to outgrow the industry thanks to the consolidation of Vidroporto in Brazil (16% of the group’s EBITDA) and despite the divestment in Italy (8% of 2023 EBITDA), we believe its organic earnings profile will slightly deteriorate considerin...

Baptiste Salaville ... (+4)
  • Baptiste Salaville
  • Bruno Cavalier
  • Gerardo Ibanez
  • Steven Boumans
Florent Laroche-Joubert ... (+5)
  • Florent Laroche-Joubert
  • Manuel Martin
  • CEFA
  • CREA
  • Steven Boumans

ODDO : Shifting sands at La Croisette: A recap from MIPIM 2024

>The direct investment market is still muted today, but we think real estate markets could reignite after seeing the first interest rate cuts - We visited the annual real estate conference MIPIM in Cannes last week. Although the weather was great, the mood in the investment market was still a bit muted. The changes in the real estate market leaves many investor uncertain today. It is still too early to see transactions to go up materially and pricing recovery in the ...

Fugro N.V.: 5 directors

Five Directors at Fugro N.V. sold/sold after exercising options 34,436 shares at between 20.700EUR and 20.870EUR. The significance rating of the trade was 51/100. 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 com...

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

GBL: NAV better, record discount, new private investments rather expected in 2025-26. Sif Group: 4Q EBITDA in line, 2024 outlook 22% below. Vonovia: Results in line, write-offs decelerated, DPS up, new dividend policy announced

Hilde Van Boxstael ... (+7)
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Lynn Hautekeete
  • Sharad Kumar S.P
  • Thomas Couvreur
  • Thomas Vranken
  • Wim Lewi
Lynn Hautekeete
  • Lynn Hautekeete

In sickness and in health

Stock prices of HC REITS are currently driven by the negative sentiment in the market regarding operators and their restructuring processes. We believe the sentiment could persist in 1H24. However, interest rate cuts of the ECB combined with a positive outcome on the planned rights issue of Korian in either June or September could lead to a rerating of the sector. Additionally, margins of operators are bottoming out which will stop the negative news flow and improve sentiment. Fundamentally we b...

Kris Kippers
  • Kris Kippers

GBL - FY23: Overall in line with impressive GBL Capital

• FY23 NAV came in at EUR 113.6 p/s, down 2.2% YoY and slightly above our estimate (EUR 112.6). GBL proposes stable dividend at EUR 2.75 p/s, as guided at H1• We estimate today's NAV at EUR 116.1 p/s, which points to a discount of 40.9%. This is quite elevated compared to the long-term average of ~25%. Applying our target discount of 30%, we keep our TP at EUR 89• Despite our TP offering ~30% upside, we believe the sentiment surrounding GBL is suboptimal. We believe the firm needs to regain...

 PRESS RELEASE

Wereldhave publishes its Integrated Annual Report 2023 and the convoca...

Wereldhave publishes its Integrated Annual Report 2023 and the convocation and agenda for the Annual General Meeting of Shareholders Today, Wereldhave N.V. publishes its Integrated Annual Report 2023 and the convocation and agenda for the Annual General Meeting of Shareholders (AGM), to be held at H’ART Museum, Amstel 51, 1018 DR Amsterdam, on Wednesday 24 April 2024 at 11:00 CEST. The Integrated Annual Report 2023, including the ESEF* package, is available on   The full agenda including annexes is published on under ‘Investors / Meetings / General Meeting of Shareholders’. Notif...

 PRESS RELEASE

Correction: The Agfa-Gevaert Group in 2023: Group EBITDA increases by ...

Correction: The Agfa-Gevaert Group in 2023: Group EBITDA increases by 52%, powered by its growth engines - regulated information  CORRECTION ONLY IN DUTCH VERSION                                       Regulated information – March 13, 2024 - 7:45 a.m. CET        The Agfa-Gevaert Group in 2023: Group EBITDA increases by 52%, powered by its growth engines HealthCare IT: Strong improvement in profitabilityContinued investments in innovative solutions Digital Print & Chemicals: Growing ZIRFON business started to contribute to profitabilityProfitable growth for Digital Print in spite ...

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