reports
- Hilde Van Boxstael
- Lynn Hautekeete
- Thomas Couvreur
- Wim Lewi
- Thomas Vranken
- Luis de Toledo Heras
ODDO BHF Small & MIDCAP MORNING NEWS - 10/10/2024
Burckhardt Compression is a leading global supplier of compression solutions with a unique product offering (full range of reciprocating compressor technologies and services). It targets profitable growth with a 2022-2027e sales CAGR of 7.7% and a 2022-2027e EBIT CAGR of 12.1%. These prospects seem adequately discounted at our TP of CHF 612 reflecting historical and peer multiples. We initiate the coverage with a Neutral rating. - ...
- Luis de Toledo Heras
ODDO BHF Small & MIDCAP MORNING NEWS - 10/10/2024
Burckhardt Compression is a leading global supplier of compression solutions with a unique product offering (full range of reciprocating compressor technologies and services). It targets profitable growth with a 2022-2027e sales CAGR of 7.7% and a 2022-2027e EBIT CAGR of 12.1%. These prospects seem adequately discounted at our TP of CHF 612 reflecting historical and peer multiples. We initiate the coverage with a Neutral rating. - ...
- ING Helpdesk
- Hilde Van Boxstael
- Thomas Vranken
- Wim Lewi
- Robert Jan Vos
- Usama Tariq
Fagron N.V. : Another strong quarter as results top expectations
>Fagron reported another strong set of results - Fagron reported a strong set of Q3 results where group sales for the quarter came at €214.5m, 12.1% higher year on year (yoy) and up 3% from company compiled consensus (css) and around 7% higher than our estimate of €201m. On a regional level, EMEA reported sales of €73.6m, up 11.2% yoy, 1% higher than consensus and 8.5% higher than AA-OB estimate of €68m. For Latin America, sales came at €44.1m, down 2.6% yoy, 5% above...
- Thomas Vranken
Fagron FIRST LOOK: 3Q24 beats expectations across the board
3Q24 results outperformed our and CSS expectations across all regions on the back of sustained high growth in N-Am's CS activities and strong CER performance in LatAm. The company reiterates its FY24 topline guidance of 11-14% y/y growth, hence we maintain our € 24 TP and Buy rating.
Fagron rapporteert uitstekende resultaten in het derde kwartaal 2024 m...
Fagron rapporteert uitstekende resultaten in het derde kwartaal 2024 met een omzetgroei van 12,1% en bevestigt de vooruitzichten voor het volledige jaar 2024 Gereglementeerde informatie - voorwetenschapNazareth (België)/Rotterdam (Nederland), 10 oktober 2024 – 7u CET Fagron rapporteert uitstekende resultaten in het derde kwartaal 2024 met een omzetgroei van 12,1% en bevestigt de vooruitzichten voor het volledige jaar 2024 Fagron, de toonaangevende wereldspeler in farmaceutische bereidingen, publiceert vandaag haar kwartaalresultaten voor de periode eindigend op 30 september 2024. Kernpun...
Aedifica NV/SA: Publication relating to a transparency notification
Aedifica NV/SA: Publication relating to a transparency notification Please find below a press release from Aedifica (a public regulated real estate company under Belgian law, listed on Euronext Brussels and Euronext Amsterdam), regarding a publication relating to a transparency notification. Attachments
Disclosure of notification received from AOC Pharma S.à r.l.
Disclosure of notification received from AOC Pharma S.à r.l. Regulated information Nazareth (Belgium)/Rotterdam (The Netherlands), 8 October 2024 – 9:00 PM CET Disclosure of notification received from AOC Pharma S.à r.l. Pursuant to the Belgian law of 2 May 2007 regarding the disclosure of major shareholdings in listed companies, Fagron received a notification from AOC Pharma S.à r.l. Notification by AOC Pharma S.à r.l. On 3 October 2024, Fagron received a notification that changes took place in the chain of controlled undertakings through which the shares in Fagron NV are effectively h...
Openbaarmaking van kennisgeving ontvangen van AOC Pharma S.à r.l.
Openbaarmaking van kennisgeving ontvangen van AOC Pharma S.à r.l. Gereglementeerde informatie Nazareth (België)/Rotterdam (Nederland), 8 oktober 2024 – 21u CET Openbaarmaking van kennisgeving ontvangen van AOC Pharma S.à r.l. Fagron heeft een kennisgeving ontvangen op grond van de Belgische Wet van 2 mei 2007 op de openbaarmaking van belangrijke deelnemingen in beursgenoteerde vennootschappen van AOC Pharma S.à r.l. Kennisgeving van AOC Pharma S.à r.l. Op 3 oktober 2024 heeft Fagron een kennisgeving ontvangen dat er wijzigingen waren in de keten van controlerende ondernemingen achter he...
- 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
- Thijs Berkelder
DEME Group : New investment plan in the making, prepare for action
DEME, the world’s leading offshore wind installation company and top 3 in the global dredging market, delivered a better than expected H1. Its share price, however, corrected by 15-20% as DEME’s outlook was weaker than expected. In this report, we explain there are three good reasons why DEME management is holding its cards at its chest: (1) US elections; (2) Gaza conflict, and (3) the still uncertain usage of its € 1.0-1.5bn war chest. Expecting DEME to not only use the war ches...
- 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
- ING Helpdesk
Fagron completes share buy-back program
Fagron completes share buy-back program Regulated informationNazareth (Belgium)/Rotterdam (The Netherlands), 13 September 2024 – 6PM CET Fagron completes share buy-back program Fagron has successfully completed its share buy-back program today. In the last period from 9 September 2024 through 13 September 2024, Fagron purchased 45,000 of its owns shares at an average price of € 19.10 per share corresponding to a total amount of € 859,324.10. A total of 150,000 Fagron shares have been repurchased under the buy-back program at an average price of € 19.06 per share, corresponding to a tota...
Voortgang aandeleninkoopprogramma Fagron
Voortgang aandeleninkoopprogramma Fagron Gereglementeerde informatie Nazareth (België)/Rotterdam (Nederland), 13 september 2024 – 18u CET Voortgang aandeleninkoopprogramma Fagron Fagron heeft vandaag het aandeleninkoopprogramma succesvol afgerond. In de laatste periode van 9 september 2024 tot en met 13 september 2024 heeft Fagron 45.000 eigen aandelen ingekocht voor een gemiddelde prijs van € 19,10 per aandeel wat overeenkomt met een totaalbedrag van € 859.324,10. Het totaal van 150.000 Fagron aandelen is aangekocht tegen een gemiddelde koers van € 19,06 per aandeel, wat overeenkomt me...
- Sharad Kumar S.P
Holdings Report - August 2024 KBCS Holdings Universe Up 0.5% Thanks To...
1M Performance - Absolute: During July'24 (1M period), the KBCS Holdings Universe posted a return of 0.5% which was mainly driven by multi-asset holdings (+1.7%) while single-asset holdings posted a negative return of -1.3%. The 3 top performers during the period were HAL Trust (+5.1%), Texaf (+2.9%), and The Infrastructure Company (TINC, +9.6%) while the 3 worst performers were Brederode (-2.8%), Solvac (-5.3%), and Whitestone Group (-7.2%). YTD Performance - Relative: On a YTD basis (as of A...
GBLB GROUPE BRUXELLES LAMBERT SA
HAL HAL TRUST
DIE D'IETEREN SA
SOF SOFINA SA
SOLV SOLVAC S.A.
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
ROCK WHITESTONE GROUP
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.