Notre conviction sur le potentiel de croissance LT et d’opportunités de l’IA générative est renforcée. Les secteurs 'enablers' (semiconducteurs, software et IT services) et fournisseurs d’infrastructures (utilities, métaux, biens d'équipements et immobilier) en seront les premiers bénéficiaires, conduisant à certains changements d’OC. Parmi les secteurs ‘utilisateurs’ de l’IA (média, santé, automobile, banque et assurance, services pétroliers, défense, aéronautique et compagnies aérie...
>Subsea cable factory visit - Yesterday, we visited the ultramodern/innovative Subsea factory in Eemshaven, the most northern port of the Netherlands. The visit included an hour of presentations by CEO van der Lof, the CFO of the Smart Connectivity unit and the director of R&D who clearly outlined why the TKH Subsea cable is attracting so much demand: dry design versus wet design means less chance of issues in the operating phase, easier to recycle and lower cost of m...
Our conviction on the long-term growth potential and opportunities of generative AI is renewed. The enabler sectors (semiconductors, software and IT services) and those that provide the infrastructure (utilities, metals, capital goods and real estate) will be the primary beneficiaries, leading us to make certain target price changes. Among AI ‘user’ sectors (media, healthcare, automotive, banking and insurance, oil services, defence, aerospace and airlines), the effects will doub...
Notre conviction sur le potentiel de croissance LT et d’opportunités de l’IA générative est renforcée. Les secteurs 'enablers' (semiconducteurs, software et IT services) et fournisseurs d’infrastructures (utilities, métaux, biens d'équipements et immobilier) en seront les premiers bénéficiaires, conduisant à certains changements d’OC. Parmi les secteurs ‘utilisateurs’ de l’IA (média, santé, automobile, banque et assurance, services pétroliers, défense, aéronautique et compagnies ...
Corbion reports the progress of its € 20 million share buyback program 17 June – 21 June 2024 Corbion hereby reports the transaction details related to its € 20 million share buyback program announced on 26 April 2024. During the week of 17 June up to and including 21 June 2024 a total of 108,295 shares were repurchased at an average price of €19.0185 for a total amount of €2,059,605.14. To date, the total consideration for shares repurchased amounts to €14,813,411.83 representing 74.07% of the overall share buyback program. Corbion publishes on a weekly basis every Monday, an overvie...
We publish today our comprehensive quarterly bible: 224 pages of detailed analyses on what happened in the last 3 months, and how we interpret it, in light of our current convictions. The first section acts as a PM summary, outlining our key findings, and latest thoughts on the semi cycle, in 6 slides:
>Consortium led by STAR Capital acquires V.Group from Advent International - STAR Capital yesterday announced that its STAR IV Fund has signed an agreement to acquire V.Group, a global provider of mission critical services to the maritime industry. STAR will lead a consortium of investors including Ackermans & van Haaren and others to partner with V.Group’s management team. The transaction is subject to regulatory consents and is expected to complete in early autumn 2...
AvH has announced that it has acquired 33.3% of V.Group for an equity investment of $150.0m (€140.0m; excl. acquisition debt financing). In this transaction, AvH teamed up with European investment fund manager ‘STAR Capital' and the transaction is expected to be closed during 2H24. V.Group is a market-leading ship management and marine support service provider to ship owners and operators around the world. V.Group is headquartered in London, United Kingdom. The company has a global presence with...
Corbion reports the progress of its € 20 million share buyback program 10 June – 14 June 2024 Corbion hereby reports the transaction details related to its € 20 million share buyback program announced on 26 April 2024. During the week of 10 June up to and including 14 June 2024 a total of 99,456 shares were repurchased at an average price of €19.6238 for a total amount of €1,951,701.22. To date, the total consideration for shares repurchased amounts to €12,753,806.69 representing 63.77% of the overall share buyback program. Corbion publishes on a weekly basis every Monday, an overview of...
Ackermans & van Haaren investit dans V.Group, un fournisseur de services de premier plan pour l'industrie du transport maritime Cher actionnaire, Monsieur, Madame, veuillez trouver ci-joint notre communiqué. Meilleures salutations, Ackermans & van Haaren Pièce jointe
Ackermans & van Haaren investeert in V.Group, een toonaangevende dienstverlener voor de scheepvaart Geachte aandeelhouder, Geachte mevrouw, geachte heer, gelieve bijgevoegd ons persbericht te vinden. Met vriendelijke groeten, Ackermans & van Haaren Bijlage
>Conclusion: Adj. FCF yield 12.0%, Life CSM and UK analysis, increase TP - Based on the just published annual report 2023 we updated our model for the IFRS17 Contractual Service Margin (CSM) data, showing that the market is not giving much value to Asia/China. The shareholders equity (SE) + after tax CSM + unrealised real estate revaluation after minorities is € 36.7 per share, and the SE + CSM of the Asia/stakes is € 52.5 per share. We also updated our FCF based on t...
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