reports
- Delphine Brault
- Quentin Borie
ALFOC FOCUS HOME INTERACTIVE SA
SU SCHNEIDER ELECTRIC SE
KNEBV KONE OYJ CLASS B
ABB ABB LTD.
SAND SANDVIK AB
RXL REXEL SA
POM PLASTIC OMNIUM SE
VIRP VIRBAC SA
ALLAN LANSON-BCC
ALO ALSTOM SA
MBB MBB INDUSTRIES SE
GEBN GEBERIT AG
SCHP SCHINDLER HOLDING AG PREF
COFB COFINIMMO SA
VLK VAN LANSCHOT KEMPEN NV CERT. OF SHS
DOKA DORMAKABA HOLDING AG
MOCORP METSO OUTOTEC OYJ
ASSA B ASSA ABLOY AB CLASS B
SKF B SKF AB CLASS B
ARG ARGAN SA
CSM CORBION NV
TLGO TALGO SA
SIE SIEMENS AG
VOS VOSSLOH AG
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
KBX KNORR-BREMSE AG
SRAIL STADLER RAIL AG
ENR SIEMENS ENERGY AG
FAST FASTNED
EPI A EPIROC AB
ATCO A ATLAS COPCO AB
- Delphine Brault
- Quentin Borie
ALFOC FOCUS HOME INTERACTIVE SA
SU SCHNEIDER ELECTRIC SE
KNEBV KONE OYJ CLASS B
ABB ABB LTD.
SAND SANDVIK AB
RXL REXEL SA
POM PLASTIC OMNIUM SE
VIRP VIRBAC SA
ALLAN LANSON-BCC
ALO ALSTOM SA
MBB MBB INDUSTRIES SE
GEBN GEBERIT AG
SCHP SCHINDLER HOLDING AG PREF
COFB COFINIMMO SA
VLK VAN LANSCHOT KEMPEN NV CERT. OF SHS
DOKA DORMAKABA HOLDING AG
MOCORP METSO OUTOTEC OYJ
ASSA B ASSA ABLOY AB CLASS B
SKF B SKF AB CLASS B
ARG ARGAN SA
CSM CORBION NV
TLGO TALGO SA
SIE SIEMENS AG
VOS VOSSLOH AG
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
KBX KNORR-BREMSE AG
SRAIL STADLER RAIL AG
ENR SIEMENS ENERGY AG
FAST FASTNED
EPI A EPIROC AB
ATCO A ATLAS COPCO AB
- ING Helpdesk
- Florent Laroche-Joubert
- Guy Sips
- Hilde Van Boxstael
- Michiel Declercq
- Wim Hoste
- Wim Lewi
- Florent Laroche-Joubert
- Wim Lewi
Argan FY24 Results and feedback from Analyst meeting
Argan held its FY24 analyst meeting (physical) in Paris in French. The FY24 results were slightly better than our expectations on EPRA net profit. The presentations were entertained by both father and son Le Lan as well as the CFO and others. Next to the FY24 results, a lot of time was spent on characterising the group activities and the strategy towards 2030. In fact, 2025 marks the 25th anniversary of Argan. Argan will invest around 170m over FY25-26, mainly financed by selling older assets (a...
- Guy Sips
Barco Expanding Regal Cineworld relationship; 4000 laser projectors by...
Barco announced it is expanding its relationship with Regal Cineworld as it will install by 2030 4000 Barco Series 4 laser projectors in theatres across the US, UK, and other European markets (Ireland, Israel, Poland, Czech Republic, Slovakia, Hungary, Bulgaria, and Romania) at Regal Cineworld Group, the world's second-largest cinema chain in its move to upgrade to laser delivering elevated movie presentation. We welcome this news and maintain our Accumulate rating and € 13.2 Target Price.
- Wim Lewi
Xior ABB raises EUR 80m for 2 polish assets and LTV reduction
Yesterday afternoon, Xior launched a capital increase through Accelerated Book Building of 80m for 2,877,698 new shares (6.80% of existing shares) at an issue price of EUR 27.80. The proceeds will be mainly used to acquire 2 student residences in Wroclaw and Warsaw for a blended yield of 10.5%. Xior expands its portfolio by approx. 900 beds for a total of 3,600 beds in Poland. In our previous notes, we mentioned that the CMD in Copenhagen focussed a lot on the investment opportunity in Poland f...
IBA announces Chief Financial Officer transition
IBA announces Chief Financial Officer transition Louvain-La-Neuve, Belgium, January 17, 2025 - IBA (Ion Beam Applications S.A., EURONEXT), the world leader in particle accelerator technology and the world’s leading provider of proton therapy solutions for the treatment of cancer, today announces that Soumya Chandramouli will be stepping down from her role as Chief Financial Officer (“CFO”), effective 31 January 2025. Henri de Romrée, Deputy CEO, will oversee the financial direction at Group level until a new CFO has been appointed. Thomas Pevenage, Finance Director, will continue to lead t...
IBA annonce une transition dans sa direction financière
IBA annonce une transition dans sa direction financière Louvain-La-Neuve, Belgique, le 17 janvier 2025 – IBA (Ion Beam Applications S.A., EURONEXT), leader mondial de la technologie des accélérateurs de particules et principal fournisseur de solutions de protonthérapie pour le traitement du cancer, annonce aujourd'hui que Soumya Chandramouli quittera sa fonction de Chief Financial Officer (CFO) à partir du 31 janvier 2025. Henri de Romrée, Deputy CEO, supervisera la direction financière du Groupe jusqu'à la nomination d'un nouveau CFO. Thomas Pevenage, Finance Director, continuera à se char...
2024 ANNUAL RESULTS: A 25TH VINTAGE OF EXCEPTIONAL QUALITY, COMBINING ...
2024 ANNUAL RESULTS: A 25TH VINTAGE OF EXCEPTIONAL QUALITY, COMBINING GROWTH (REVENUES: +8%) AND DEBT REDUCTION (LTV: 43%) Annual results – Neuilly-sur-Seine, Thursday, January 16, 2025 – 5.45pm 2024 annual results: A 25th vintage of exceptional quality, combininggrowth (revenues: +8%) and debt reduction (LTV: 43%) Remarkable growth in financial indicators Rental income: +8% to €198 million, target fully met1Group share recurring net income: +9% at €137 million, target for the year overachieved2Consolidated (IFRS) Group share net income: €246 million, including a positive impact from po...
ARGAN :Résultats annuels 2024 : Un 25ème millésime exceptionnel, assem...
ARGAN :Résultats annuels 2024 : Un 25ème millésime exceptionnel, assemblant croissance (revenus : +8%) et désendettement (LTV : 43%) Résultats annuels – Neuilly-sur-Seine, jeudi 16 janvier 2025 - 17h45 Résultats annuels 2024 : Un 25ème millésime exceptionnel, assemblant croissance (revenus : +8%) et désendettement (LTV : 43%) Progression remarquable des résultats financiers Revenus locatifs : +8% à 198 M€, objectif pleinement rempli1Résultat net récurrent part du Groupe : +9% à 137 M€, objectif annuel dépassé2Résultat net consolidé (IFRS) part du Groupe : 246 M€, comprenant un impact ...
- Julian Dobrovolschi
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Ensuring the continuity of IBA's Entrepreneurial Anchoring
Ensuring the continuity of IBA's Entrepreneurial Anchoring Confirmation of the sale of IBA shares to Management Anchorage Louvain-la-Neuve, Belgium, 10 January 2025 - IBA (Ion Beam Applications SA), the world leader in particle accelerator technology, confirms that the sale by IBA of up to 633,000 IBA's shares to Management Anchorage, announced in its has been completed on 7 January 2025 at a price of 13.46 euros per share. This sale was carried out by mutual agreement, following the General Meeting of IBA shareholders held on 7 January 2025. Following the acquisition of the 633,000 IB...
Pérennisation de l’ancrage entrepreneurial d’IBA
Pérennisation de l’ancrage entrepreneurial d’IBA Confirmation de la cession d’actions IBA à Management Anchorage Louvain-la-Neuve, Belgique, le 10 janvier 2025 - IBA (Ion Beam Applications SA), le leader mondial de la technologie des accélérateurs de particules, confirme que la cession par IBA à Management Anchorage de maximum 633.000 actions IBA, annoncée dans , a été effectuée le 7 janvier 2025 à un prix de 13,46 euros par action. Cette cession a été effectuée de gré à gré, à la suite de l’Assemblée Générale des actionnaires d’IBA qui s’est tenue le 7 janvier dernier. Après l’acquisiti...
- ING Helpdesk
Benelux Morning Notes
Ackermans & van Haaren: Nextensa might aim for ‘Proximus Towers' landmark project. D'Ieteren: Auto CEO sees Belgian new car market at 420k in 2025, down 6% YoY. Fastned: Preview of 4Q24 trading update. Proximus: HQ sale likely at price materially lower than expected. Randstad: 4Q24F results due 12 Feb, consensus released, negative earnings momentum. WDP: Sizeable acquisition in Belgium
- Guy Sips
Barco Model update as ‘recharging is key'
We updated our Barco model resulting in a lower € 13.2 Target Price (was 14.2) which is the average of by our updated DCF (€ 13.4) and SOTP (€ 13.0) valuation. As we think that the share price already takes into account a lot of the negative news, we maintain our Accumulate rating.
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Thomas Vranken
- Wim Lewi
- Sharad Kumar S.P
Holdings Report - December 2024 KBCS Holdings Universe Returns -3.1% d...
1M Performance - Absolute: During Dec'24 (1M period), the KBCS Holdings Universe posted a return of -3.2% which was mainly driven by multi-asset holdings (-4.3%) while single-asset holdings posted a significantly less negative return of -0.6%. The 3 top performers during the period were D'Ieteren Group (+26.6%), Compagnie du Bois Sauvage (+7.0%) and KBC Ancora (+7.0%) while the 3 worst performers were Exor (-5.4%), Heineken Holding (-3.6%) and Gimv (-1.1%). FY24 Performance - Relative: During ...
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
EXO EXOR N.V.
ROCK WHITESTONE GROUP
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