Holdings Report May 2025 KBCS Holdings Universe Returns 2.2% During Ma...

1M Performance - Absolute: During May'25 (1M period), the KBCS Holdings Universe posted a return of +2.2% which was mainly driven by multi-asset holdings (+2.6%) while single-asset holdings posted a smaller return of +1.2%. The 3 top performers during the period were Gimv (+12.1%), KBC Ancora (+11.1%) and Ackermans & van Haaren (+4.1%) while the 3 worst performers were Solvac (-2.8%), Groupe Bruxelles Lambert (-0.8%) and Heineken Holding (-0.3%). YTD Performance - Relative: On a YTD basis (as o...

Benelux Local Champions Feedback document

Below our feedback notes written at the occasion of our annual Benelux Local Champions Conference that took place on 27 May 2025 at our historic building at Grand Place Brussels. This event offered the possibility to have one-on-one meetings and/or small group meetings with the following Benelux companies and their top management & IR: ACKERMANS & VAN HAAREN | AHOLD DELHAIZE | AKZONOBEL | ARCADIS | AZELIS | CORBION | GBL | LOTUS BAKERIES | MELEXIS | PROXIMUS | SOFINA | UMICORE

Ackermans & Van Haaren: 2 directors

Two Directors at Ackermans & Van Haaren sold/sold after exercising options 3,500 shares at between 231.240EUR and 232.000EUR. The significance rating of the trade was 84/100. 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...

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 05/22/2025

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 22/05/2025

Ackermans & Van Haaren : Solid start of 2025 despite weak equity marke...

Benelux Morning Notes

Ackermans & van Haaren: Solid 1Q25. Ascencio: Resilient results. Gimv: NAV a tad higher than expected, underlying companies surprisingly strong. IBA: Soft start in Technologies, 2025 and 2028 guidance reiterated. OCI: In-line 1Q25 trading update. Vopak: IPO of AVTL - value coming to the surface

Ackermans & van Haaren 1Q25: Solid Start of the year, raising target p...

AvH delivered a strong 1Q25, driven by robust performance in Marine Engineering & Contracting and Private Banking. DEME's turnover rose 10% YoY to €992.8m. Offshore Energy revenues were up 36% to €531.8m, supported by high fleet utilization. The orderbook remained solid at €7.6b, and the strategic acquisition of Havfram (valued at €900m) is expected to further enhance installation capabilities. Total Private Banking client assets at reached €76.5b, up 11% YoY but down 1.6% MoM due to  market tur...

Morning Notes : ACKB BB, GIMB BB, HYL BB, IBAB BB, UMI BB

: ACKB BB, GIMB BB, HYL BB, IBAB BB, UMI BB

Benelux Local Champions 27 May 2025

This conference book is your guide to our annual Benelux Local Champions Conference set to take place on Tuesday, 27 May 2025 at our historic building at Grand Place in Brussels. This event offers the possibility to have one-on-one meetings and/or small group meetings with the following Benelux companies and their top management & IR. ACKERMANS & VAN HAAREN | AGEAS | AHOLD DELHAIZE | AKZONOBEL | ARCADIS | AZELIS | CORBION | GBL | KBC GROUP | LOTUS BAKERIES | MELEXIS | PROXIMUS | SOFINA | UMIC...

Holdings Report - April 2025 KBCS Holdings Universe Returns 2.7% Durin...

1M Performance - Absolute: During April'25 (1M period), the KBCS Holdings Universe posted a return of +2.7% which was mainly driven by multi-asset holdings (+3.0%) while single-asset holdings posted a smaller return of +2.0%. The 3 top performers during the period were D'Ieteren (+10.6%), Ackermans & van Haaren (+7.7%) and Groupe Bruxelles Lambert (+5.4%) while the 3 worst performers were Exor (-0.8%), HAL Trust (-1.5%) and Quest for Growth (-5.5%). YTD Performance - Relative: On a YTD basis (a...

Benelux Morning Notes

Ackermans & van Haaren: Another Delen Private Bank acquisition in the Netherlands. Ahold Delhaize: Peer Albertsons FY24/25 results. ASML: 1Q25 results; already weaker ahead of the tariffs. Barco: Calm before the storm. Heineken: In the hold. Melexis: Partial move to China. Staffing sector: Hays' 3Q24/25 trading update; in line. Vopak: New industrial terminal or energy transition facility? WDP: €60m investment with KDL

Morning Notes : ACKB BB, ASML NA, BAR BB, FUR NA, HEIA NA, MELE BB, WD...

: ACKB BB, ASML NA, BAR BB, FUR NA, HEIA NA, MELE BB, WDP BB

Ackermans & van Haaren Delen Private Bank acquires Dutch Servatus Verm...

Delen Private Bank has reached an agreement with the shareholders of Servatus Vermogensmanagement to acquire 100% of the company. This acquisition aligns with Delen Private Bank's growth strategy in the Netherlands, aiming to strengthen its position as an independent player in the Dutch private banking market. Servatus manages more than €700m in assets – post transaction completion, the private banking division's Dutch AuM will cross €4.0b. This marks a significant rise from ~€1.4m at FY23-end. ...