reports
- ING Helpdesk
Benelux Morning Notes
Alfen: Profit warning. ASR: CMD expectations, capital accumulation substantial in 2025-26. Barco: Co-CEO Charles Beauduin steps down. Belgian telecoms: Orange Belgium prepares for battle ahead of Digi arrival. D'Ieteren: PHE day feedback, ambition to double in size. Exor: Increases its stake in Philips to 17.51% Gimv: Investing in Infrastructure, optional dividend terms. Just Eat Takeaway.com: DoorDash reportedly interested in Deliveroo. SBM Offshore: Preparating for two new hull...
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Michiel Declercq
- Wim Lewi
- Michiel Declercq
D'Ieteren Key highlights from the PHE strategy day & model update
Yesterday, PHE held a strategy day at its Logisteo distribution centre in Reau France, giving investors the opportunity to meet with PHE's management (CEO, CFO & COO) for the first time since the acquisition by D'Ieteren in 2022. As expected, no new financial targets were disclosed. However, during the presentation, the underlying growth drivers for the business were reiterated. Below, we summarize the key highlights. Additionally, we also slightly adjusted our D'Ieteren group estimates followin...
- Lynn Hautekeete
- Sharad Kumar S.P
- Wim Hoste
- Wim Lewi
- ING Helpdesk
- Jean Danjou
- Jean Danjou
Solvac S.A.: 1 director
A director at Solvac S.A. bought 1,575 shares at 111.760EUR and the significance rating of the trade was 67/100. 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 all the company's directors over the last two years clearly s...
- Sharad Kumar S.P
Whitestone Group Stakes in GFIN & Sibelco strengthened; Tilman transac...
Whitestone Group has announced that it has completed its € 5m investment in Laboratoire Tilman SA and has increased its stake in both Gold & Forex International SA (GFIN) and Sibelco. Whitestone's stake in GFIN has increased from 56.7% to 95.7% after the purchase of two minority shareholders (each having a 19.5% stake) of GFIN for a total of € 4m. The group also strengthened its stake in Sibelco by 1,045 shares which were purchased at a price of € 6,450 (€ 6.7m total investment). These investmen...
- Thijs Berkelder
Ackermans & Van Haaren : Acquiring equity stake in ship manager V.Grou...
>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...
- ING Helpdesk
- Sharad Kumar S.P
Ackermans & van Haaren Acquisition Of 33.3% Stake In V.Group
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...
- Hilde Van Boxstael
- Jacob Mekhael
- Sharad Kumar S.P
- Thomas Couvreur
- Thomas Vranken
- Wim Lewi
Ackermans & van Haaren investit dans V.Group, un fournisseur de servi...
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 diens...
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
- Sharad Kumar S.P
Holdings Report - May 2024 KBCS Holdings Universe Down -0.9% Due To Mu...
1M Performance - Absolute: Over the last 1M period, the KBCS Holdings Universe posted a return of -0.9% which was mainly driven by multi-asset holdings (-1.3%) while single-asset holdings posted a positive return of +0.6%. The 3 top performers during the period were Solvac (+8.0%), Gimv (+5.5%), and Compagnie du Bois Sauvage (+5.3%) while the 3 worst performers were HAL Trust (-6.5%), D'Ieteren Group (-1.8%), and Texaf (-1.1%). YTD Performance - Relative: On a YTD basis, the KBCS Holdings Univ...
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
- Sharad Kumar S.P
Whitestone Group Accelerating Growth With Capital Raise; €40.0m From 2...
Whitestone Group announced that it has successfully completed a private placement of 1,923,045 new ordinary shares at an issue price of €13.0ps – the capital raised was €25.0m, including the issue premium. As subscriptions exceeded €25.0m, the Board of Directors decided to reduce (proportionally) the number of shares allocated to each investor to comply with this limit. Additionally, the BoD has agreed in principle to increase the capital via the authorised capital in order to welcome a new shar...
- Joren Van Aken
(Sponsored) Whitestone Group - Capital increase completed and ready f...
• On Friday, Whitestone Group announced that it completed its EUR 25m capital increase, which was oversubscribed• Another EUR 15m can be raised by the end of June through a potential new shareholder who would take a 10% stake in the firm at the same price of EUR 13.0• Whitestone is sitting on a cash pile of >EUR 20m or almost EUR 4 p/s. That represents close to 40% of the portfolio. This can increase further if the new shareholder injects its EUR 15m• We estimate today's NAV to be EUR 14.2 ...
- ING Helpdesk
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