reports
- ING Helpdesk
- Hilde Van Boxstael
- Michiel Declercq
- Sharad Kumar S.P
- Wim Lewi
IBA Business Update – Third Quarter 2024
IBA Business Update – Third Quarter 2024 Louvain-la-Neuve, Belgium, 21 November 2024 - IBA (Ion Beam Applications S.A), the world leader in particle accelerator technology, today announces its business update for the third quarter ending 30 September 2024. Group Overview Solid equipment order intake at period-end of EUR 171 million, an increase from last year. Post-period, several major contracts finalized in Industrial Solutions to bring year to date order intake to EUR 215 millionStrong backlog conversion in the third quarter with momentum expected to continue into the fourth quart...
- ING Helpdesk
- Hilde Van Boxstael
- Michiel Declercq
- Sharad Kumar S.P
- Thomas Vranken
- Wim Lewi
- Martial Descoutures
- Oussema Denguir
MC LVMH MOET HENNESSY LOUIS VUITTON SE
DKSH DKSH HOLDING AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
F3C SFC ENERGY AG
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
01913 PRADA S.P.A.
GREEN GREENYARD NV
MONC MONCLER SPA
EDR EDREAMS ODIGEO SA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
VOS VOSSLOH AG
EFIC1 EUROPEAN FINTECH IPO CO 1 BV
AELIS AELIS FARMA SA
NCH2 THYSSENKRUPP NUCERA AG & CO.
SPG SPRINGER NATURE AG & CO. KGAA
- Martial Descoutures
- Oussema Denguir
MC LVMH MOET HENNESSY LOUIS VUITTON SE
DKSH DKSH HOLDING AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
F3C SFC ENERGY AG
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
01913 PRADA S.P.A.
GREEN GREENYARD NV
MONC MONCLER SPA
EDR EDREAMS ODIGEO SA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
VOS VOSSLOH AG
EFIC1 EUROPEAN FINTECH IPO CO 1 BV
AELIS AELIS FARMA SA
NCH2 THYSSENKRUPP NUCERA AG & CO.
SPG SPRINGER NATURE AG & CO. KGAA
- Robert Jan Vos
Greenyard N.V. : No applause expected for Greenyard’s H1 2024/25 updat...
>Sub-par EBIT almost offset by interest expenses and taxation in H1 2024/25 - Like-for-like sales increased 6.1% in H1 2024/25 (Fresh: 6.5%, Long Fresh: 4.5%), which was ahead of our estimate (3.5% group). Adjusted EBITDA was € 94.4m, in line with our estimate. EBIT was € 31m, which is materially below our forecast. Greenyard mentions reorganisation costs (€ 4.5m), and higher depreciation. Although a notch below our estimate, finance costs are high at € 26m in H1 2024...
- ING Helpdesk
- Guy Sips
- Jacob Mekhael
- Thibault Leneeuw
- Thomas Vranken
- Guy Sips
Greenyard Confirming its ambitions of € 200m–210m Adj. EBITDA by March...
After successfully navigating its business during two challenging years in 2022 and 2023, which were marked by unseen inflation, Greenyard reached in 1H24/25 operational results in line with our model with increased net sales and a further improvement of its Adj. EBITDA driven by sustained volume growth particularly in the Fresh segment and by managing optimal price levels across as well its Fresh as in its Long Fresh division. We welcome the reduction of both debt and leverage ratio (from 2.39x...
- ING Helpdesk
- Hilde Van Boxstael
- Kristof Samoy
- Michiel Declercq
- Wim Lewi
- Hans D’Haese
- Maxime Stranart
Greenyard/Preview for 1H24/25 results/HOLD
Greenyard will publish its 1H24/25 results (1 April to 30 September) on Tuesday, 19 November, at 7am CET. During the last AGM in September, Greenyard did not provide any guidance for the current year or half year. We expect 1H24/25F sales to be up by 4.8% YoY to €2.64bn, driven by 1.7% inflation and FX effects, with 3.3% volume growth in Greenyard's Fresh segment and 2.3% volume growth in the Long Fresh segment. Greenyard is currently trading at a discount to our peer group median EV/EBITDA valu...
- Guy Sips
- Jacob Mekhael
- Kristof Samoy
- Lynn Hautekeete
- Michiel Declercq
- Sharad Kumar S.P
- Thibault Leneeuw
- Thomas Couvreur
- Thomas Vranken
- Wim Hoste
- Wim Lewi
Dynamic Top Pick List Update November 2024 – Adding Azelis – Removing ...
With 2 changes in our Dynamic Top Pick list (we add Azelis and we remove Solvay) we maintain a defensive stance on the market for 2H24. The long anticipated interest rate cuts by central banks have finally started. The Trump election victory in the US does not bode well for European stocks as he favours a protectionist course. Although industrial companies with a US base could actually benefit. Cleantech names with exposure to the US could also suffer (unless owned by E.Musk). We expect the US ...
BEKB BEKAERT SA
ABN ABN AMRO BANK NV DEPOSITARY RECEIPTS
FAGR FAGRON SA
EVS EVS BROADCAST EQUIPMENT SA
XIOR XIOR STUDENT HOUSING N.V.
SOLB SOLVAY SA
COFB COFINIMMO SA
DIE D'IETEREN SA
SOF SOFINA SA
IBAB ION BEAM APPLICATIONS SA
ACKB ACKERMANS & VAN HAAREN NV
KIN KINEPOLIS GROUP NV
NN NN GROUP N.V.
TINC TINC COMM. VA
FUR FUGRO NV
AZE AZELIS GROUP NV
SYENS SYENSQO
- ING Helpdesk
Benelux Morning Notes
Ahold Delhaize: A strong 3Q24, driven by Europe. CFE: 3Q24 preview - able to keep net profit outlook? CTP: Good results, guidance reiterated. DEME Group: 3Q24 preview - keeping the FY outlook. Exor: Ferrari hitting Chinese wall. IBA: Contract win for E-beam sterilisation solution in the Dominican Republic. Kendrion: 3Q24 preview - harsh end markets but easy comps. Proximus: 2025 price increases on the high side, more asset sales in the pipeline. Solvay: 3Q24 results beat by 4% bu...
- Guy Sips
- Jacob Mekhael
- Kristof Samoy
- Lynn Hautekeete
- Michiel Declercq
- Thibault Leneeuw
- Wim Hoste
- Wim Lewi
IBA signs contract with SteriLab for E-beam sterilization solution in ...
IBA signs contract with SteriLab for E-beam sterilization solution in the Dominican Republic Fourth agreement secured by IBA Industrial Solutions in past six weeks Louvain-la-Neuve, Belgium, November 06, 2024 – IBA (Ion Beam Applications S.A), the world leader in particle accelerator technology, has been selected by SteriLab to equip its new facility at Haina Port in the Dominican Republic with a cutting-edge Be Soft electron beam (E-beam) sterilization solution. The facility will serve multiple sectors, including medical devices, food products, and semiconductors, helping manufacturers ...
- ING Helpdesk
- Jacob Mekhael
- Lynn Hautekeete
- Michiel Declercq
- Sharad Kumar S.P
- Thomas Vranken
- Wim Hoste
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.