reports
- Sharad Kumar S.P
Holdings Report - September 2024 Exor Added To The KBC Securities Hold...
1M Performance - Absolute: During Sept'24 (1M period), the KBCS Holdings Universe posted a return of -0.2% which was mainly driven by multi-asset holdings (-1.2%) while single-asset holdings posted a positive return of 2.0%. The 3 top performers during the period were Sofina (+15.3%), Financière de Tubize (+8.4%), and Brederode (+7.2%) while the 3 worst performers were Exor (-4.4%), Compagnie du Bois Sauvage (-5.5%), and D'Ieteren Group (-7.2%). YTD Performance - Relative: On a YTD basis (as o...
GBLB GROUPE BRUXELLES LAMBERT SA
HAL HAL TRUST
DIE D'IETEREN SA
SOF SOFINA SA
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
EXO EXOR N.V.
ROCK WHITESTONE GROUP
Publication of a transparency notification – Regulated information
Publication of a transparency notification – Regulated information Publication of a transparency notification – Regulated information(Article 14 of the law of May 2, 2007 on the disclosure of significant shareholdings) Mortsel, Belgium – October 14, 2024 – 5:45 p.m. CET According to Agfa-Gevaert NV’s bylaws, the threshold as from which a shareholding needs to be disclosed, has been set at 3%, 5% and a multiple of 5%. In conformity with the Law of May 2, 2007 regarding the disclosure of significant shareholdings in listed companies, Agfa-Gevaert (Eur...
- Guy Sips
- Hilde Van Boxstael
- Sharad Kumar S.P
- Thomas Vranken
- Wim Lewi
- Wim Lewi
Argan On Top of the Food Chain in France
Argan is a tightly run family business that grew into a leading logistic platform in France, driven by its developer DNA. It is a relatively easy company to analyse as it is fully concentrated in France. Argan focuses on large and medium boxes with a high exposure to food logistics. Despite the progress that Macron made with revitalising the French economy, real estate remains a difficult market to penetrate. The recent ZAN-law limits the potential for new developments. As an incumbent developer...
- Thomas Vranken
Biotalys FIRST LOOK: Fresh cash through € 15m private placement
Biotalys raises € 15m through a private placement with a strong syndicate of existing investors AvH and AIF, as well as new investor ASR. The new shares are issued at € 2.83, representing a discount of 10% on the 30-day VWAP. Proceeds will be used to support Evoca's regulatory filing, advance the pipeline and strengthen the Agrobody platform. We expect the additional funds to extend the cash runway by approx. 4 quarters into mid-2026 (KBCSe), and in the meantime continue to look out for EPA appr...
Fiona Lam appointed as CFO for the Agfa-Gevaert Group - Regulated info...
Fiona Lam appointed as CFO for the Agfa-Gevaert Group - Regulated information - Contains inside information October 14, 2024 - 7:45 a.m. CET Regulated information - Contains inside information Fiona Lam appointed as CFO for the Agfa-Gevaert Group Mortsel, Belgium – October 14, 2024 – 7:45 a.m. CET On October 15, 2024, Fiona Lam joins the Agfa-Gevaert Group as Chief Financial Officer and member of the Executive Committee. Current CFO Dirk De Man has decided to take a step back due to health reasons. CEO Pascal Juéry commented: “I am deli...
ARGAN sold to Invesco Real Estate its datacentre located in Wissous a...
ARGAN sold to Invesco Real Estate its datacentre located in Wissous and thus successfully finalized its assets sales program for 2024 Press release – Neuilly-sur-Seine, October 8, 2024 – 8.00 am ARGAN sold to Invesco Real Estate its datacentre located in Wissous and thus successfully finalizedits assets sales program for 2024 ARGAN, the only listed French real estate company specializing in the development and rental of PREMIUM warehouses and leading player on its market, announced today the sale of its datacentre in Wissous (91) to Invesco Real Estate for a surface of more than 22...
ARGAN cède à Invesco Real Estate son datacenter situé à Wissous et fin...
ARGAN cède à Invesco Real Estate son datacenter situé à Wissous et finalise avec succès son plan d’arbitrages pour 2024 Communiqué de presse – Neuilly-sur-Seine, 8 octobre 2024 – 8h00 ARGAN cède à Invesco Real Estate son datacenter situé à Wissous et finalise avec succès son plan d’arbitrages pour 2024 ARGAN, unique foncière française de DEVELOPPEMENT & LOCATION D’ENTREPOTS PREMIUM cotée sur Euronext et leader sur son marché, annonce la cession de son datacenter à Wissous (91) à Invesco Real Estate pour une surface de plus de 22 000 m². Cet actif PRIME est entièrement loué à Cyru...
- 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 October 2024 – Adding NN Group
We maintain a defensive stance on the market for 2H24. The long anticipated expectations for interest rate cuts by central banks will finally come to pass. The election fever in the US is reaching boiling point and the conversations are becoming more polarised than before. Also corporate profit growth in Europe slows and the French elections have cast a negative spell. In Germany by-elections in the Eastern part showed a shift to extreme right and left that will make budget decisions even more ...
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
SYENS SYENSQO
- Christophe Chaput
- Florent Laroche-Joubert
- Steven Boumans
ODDO : The recovery is only beginning and the best is yet to come
The rate cut carried out and yet to come (ECB: -125bp to -150bp to come by end-2025e) is a real driver for listed real estate and creates the conditions enabling it to outperform. In this context, we are lifting 23 target prices for the 42 stocks covered. Covivio, CTP, Merlin Properties, URW, Vonovia and Xior Student Housing are now our Top Picks. Aedifica (Outperform vs Neutral) should also benefit. Lastly, we are lowering Care Property to Neutral and SFL to Underperform. - >...
COV COVIVIO SA
GFC GECINA SA
NXI NEXITY SA CLASS A
FLY SOCIETE FONCIERE LYONNAISE SA
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
WHA WERELDHAVE N.V.
INTO INTERVEST OFFICES & WAREHOUSES SA
KOF KAUFMAN & BROAD SA
ALTA ALTAREA SCA
VNA VONOVIA SE
XIOR XIOR STUDENT HOUSING N.V.
ICAD ICADE SA
COFB COFINIMMO SA
VASTN VASTNED RETAIL NV
TEG TAG IMMOBILIEN AG
PSPN PSP SWISS PROPERTY AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
CPINV CARE PROPERTY INVEST SA
ARG ARGAN SA
VGP VGP NV
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
LRE LAR ESPANA REAL ESTATE SOCIMI SA
MERLIN MERLIN PROPERTIES SOCIMI S.A.
DKG DEUTSCHE KONSUM REIT-AG
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
MVC METROVACESA SA
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
CTPNV CTP NV
SHUR SHURGARD SELF STORAGE LIMITED
- Christophe Chaput
- Florent Laroche-Joubert
- Steven Boumans
ODDO : La reprise ne fait que commencer et le meilleur est à venir
La baisse de taux actée et à venir (BCE : -125 à 150 pb à venir d’ici fin 2025e) agit comme un véritable catalyseur pour l’immobilier côté et crée les conditions lui permettant de surperformer. Dans ce cadre, nous relevons 23 objectifs de cours sur 42 valeurs suivies. Covivio, CTP, Merlin Properties, URW, Vonovia et Xior Student Housing constituent désormais nos top picks. Aedifica (Surperformance vs Neutre) devrait également en bénéficier. Enfin, nous abaissons Care Property à N...
COV COVIVIO SA
GFC GECINA SA
NXI NEXITY SA CLASS A
FLY SOCIETE FONCIERE LYONNAISE SA
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
WHA WERELDHAVE N.V.
INTO INTERVEST OFFICES & WAREHOUSES SA
KOF KAUFMAN & BROAD SA
ALTA ALTAREA SCA
VNA VONOVIA SE
XIOR XIOR STUDENT HOUSING N.V.
ICAD ICADE SA
COFB COFINIMMO SA
VASTN VASTNED RETAIL NV
TEG TAG IMMOBILIEN AG
PSPN PSP SWISS PROPERTY AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
CPINV CARE PROPERTY INVEST SA
ARG ARGAN SA
VGP VGP NV
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
LRE LAR ESPANA REAL ESTATE SOCIMI SA
MERLIN MERLIN PROPERTIES SOCIMI S.A.
DKG DEUTSCHE KONSUM REIT-AG
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
MVC METROVACESA SA
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
CTPNV CTP NV
SHUR SHURGARD SELF STORAGE LIMITED
- Baptiste Salaville
- Charlotte Vaisse
- Olfa Taamallah
- Thomas Zlowodzki
- Yan Derocles
- Baptiste Salaville
- Charlotte Vaisse
- Olfa Taamallah
- Thomas Zlowodzki
- Yan Derocles
- Bruno Duclos
- Eva Olejniczak
- Stéphane Afonso
- Florent Laroche-Joubert
Argan SA : Operating momentum for 9M24 points to further growth in 202...
>Rental revenue for 9M 24 at € 149m (+9% y-o-y) and full-year rental revenue expected at € 198m vs € 197m - Argan’s 9M 24 rental revenue came in at € 149.2m (+9% y-o-y; +2% q-o-q) in line with the trajectory in H1 24 and close to our estimates at € 147.9m est. As in previous quarters, this growth was driven by the full-year impact of deliveries from 2023, alongside those of 2024, rents from the warehouses delivered in 9M 24 and rental indexation in January 2024 (+4.6...
- Florent Laroche-Joubert
Argan SA : La dynamique opérationnelle sur 9M24 permet d’envisager une...
>Revenus locatifs sur 9M 24 à 149 M€ (+9% yoy) et revenus locatifs annuels attendus à 198 M€ vs 197 M€ - Les revenus locatifs d’Argan s’établissent sur 9M 24à 149.2 M€ (+9% yoy ; +2% qoq) en ligne avec la trajectoire du S1 204 et proche de nos estimations à 147.9 M€e. Comme pour les précédents trimestres, cette hausse s’explique par l’effet en année pleine des livraisons de 2023 complété par celles de 2024, les loyers des entrepôts livrés sur 9M 24 ainsi que par l’in...
ARGAN: Third quarter 2024 rental income - Strong +9% increase over 9 m...
ARGAN: Third quarter 2024 rental income - Strong +9% increase over 9 months to €149 million & Target for the year raised to €198 million Quarterly financial information – Neuilly-sur-Seine, Tuesday, October 1, 2024 – 5.45 pm Third quarter 2024 rental income:Strong +9% increase over 9 months to €149 millionTarget for the year raised to €198 millionRental income (IFRS) at September 30, 2024 (unaudited figures) € million Financial year 2024 Financial year 2023 Trends 1st quarter (Jan. - March) 48.1 45.2 +6% 2nd quarter (April - June) 50.0 45.7 +9% 3rd quarter (July - Sept.) ...
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