reports
- ING Helpdesk
Benelux Morning Notes
Aalberts: highlights ING Benelux Conference Brussels 2024, Ackermans & Van Haaren: Highlights ING Benelux Conference Brussels,Ackermans & Van Haaren: Strong operational performance of underlying companies and guidance fine-tuned upwards, AMG: Highlights ING Benelux Conference Brussels, Aperam: Highlights ING Benelux Conference Brussels, Arcadis: Highlights ING Benelux conference, Azelis: Highlights ING Benelux Conference Brussels, Bekaert: Guidance cut and €200m buyback as sweetener, CFE: No new...
BEKB BEKAERT SA
APAML APERAM SA
EVS EVS BROADCAST EQUIPMENT SA
DIE D'IETEREN SA
CFEB COMPAGNIE D'ENTREPRISES CFE SA
ACKB ACKERMANS & VAN HAAREN NV
ARCAD ARCADIS NV
MONT MONTEA SCA
AALB AALBERTS N.V.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
MELE MELEXIS NV
TWEKA TKH GROUP N.V. CERT
KIN KINEPOLIS GROUP NV
INX IMCD N.V.
JDEP JDE PEET'S NV
UMG UNIVERSAL MUSIC GROUP NV
AZE AZELIS GROUP NV
Arcadis reports transactions under its current share buyback program
Arcadis reports transactions under its current share buyback program Arcadis reports transactions under its current share buyback program Amsterdam, November 18, 2024 – Arcadis (EURONEXT: ARCAD), the leading data driven global Design & Consultancy organization for natural and built assets, has repurchased 67,797 of its own shares in the period 11 November – 15 November 2024 at an average price of €64.39. The total consideration of this repurchase was €4,365,632. The repurchase is in accordance with the share buyback program to cover existing and expected future obligations under Arcadis...
Arcadis reports transactions under its current share buyback program
Arcadis reports transactions under its current share buyback program Arcadis reports transactions under its current share buyback program Amsterdam, November 11, 2024 – Arcadis (EURONEXT: ARCAD), the leading data driven global Design & Consultancy organization for natural and built assets, has repurchased 39,537 of its own shares in the period 4 November – 8 November 2024 at an average price of €65.18. The total consideration of this repurchase was €2,576,847. The repurchase is in accordance with the share buyback program to cover existing and expected future obligations under Arcadis’ ...
Arcadis reports transactions under its current share buyback program
Arcadis reports transactions under its current share buyback program Arcadis reports transactions under its current share buyback program Amsterdam, November 4, 2024 – Arcadis (EURONEXT: ARCAD), the leading data driven global Design & Consultancy organization for natural and built assets, has repurchased 83,066 of its own shares in the period from 28 October up to and including 1 November 2024 at an average price of €64.27. The total consideration of this repurchase was €5,338,815. The repurchase is in accordance with the share buyback program to cover existing and expected future obl...
- Bruno Cavalier
- Emira Sagaama
- Louis Boujard
- CFA
- Philippe Ourpatian
DHL DHL GROUP
AXA AXA
AKRBP AKER BP ASA
LUFTHANSA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
FP TOTAL SE
UBI UBISOFT ENTERTAINMENT SA
JMT JERONIMO MARTINS SGPS S.A.
SU SCHNEIDER ELECTRIC SE
AMUN AMUNDI SA
ELE ENDESA S.A.
GEBN GEBERIT AG
ORSTED ORSTED
NXT NEXT PLC
AIR AIRBUS SE
VOW3 VOLKSWAGEN AG PREF
CAP CAPGEMINI SE
AMP AMPLIFON S.P.A.
01913 PRADA S.P.A.
REP REPSOL SA
GAS NATURGY ENERGY GROUP S.A.
ARCAD ARCADIS NV
KGX KION GROUP AG
MAP MAPFRE SA
SKF B SKF AB CLASS B
PRY PRYSMIAN S.P.A.
WLN WORLDLINE SA
INGA ING GROEP NV
ABI ANHEUSER-BUSCH INBEV SA/NV
SIE SIEMENS AG
ARGX ARGEN-X SE
STM STMICROELECTRONICS NV
KBX KNORR-BREMSE AG
STLA STELLANTIS N.V.
SHEL SHELL PLC
DSFIR KONINKLIJKE DSM N.V.
- Bruno Cavalier
- Emira Sagaama
- Louis Boujard
- CFA
- Philippe Ourpatian
DHL DHL GROUP
AXA AXA
AKRBP AKER BP ASA
LUFTHANSA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
FP TOTAL SE
UBI UBISOFT ENTERTAINMENT SA
JMT JERONIMO MARTINS SGPS S.A.
SU SCHNEIDER ELECTRIC SE
AMUN AMUNDI SA
ELE ENDESA S.A.
GEBN GEBERIT AG
ORSTED ORSTED
NXT NEXT PLC
AIR AIRBUS SE
VOW3 VOLKSWAGEN AG PREF
CAP CAPGEMINI SE
AMP AMPLIFON S.P.A.
01913 PRADA S.P.A.
REP REPSOL SA
GAS NATURGY ENERGY GROUP S.A.
ARCAD ARCADIS NV
FDR FLUIDRA S.A.
KGX KION GROUP AG
MAP MAPFRE SA
SKF B SKF AB CLASS B
PRY PRYSMIAN S.P.A.
WLN WORLDLINE SA
INGA ING GROEP NV
ABI ANHEUSER-BUSCH INBEV SA/NV
SIE SIEMENS AG
ARGX ARGEN-X SE
STM STMICROELECTRONICS NV
KBX KNORR-BREMSE AG
STLA STELLANTIS N.V.
SHEL SHELL PLC
DSFIR KONINKLIJKE DSM N.V.
- ING Helpdesk
Benelux Morning Notes
Aalberts: 3Q24 preview - no signs of recovery expected. AB InBev: All to play for in the final quarter. Arcadis: A mixed bag. Ayvens: Struggling to get out of neutral. dsm-firmenich: Taking your vitamins is healthy. D'Ieteren: Belron equity at €23.5bn, EV €32.2bn in minority shareholder transaction. Euronext: 3Q24 and CMD Preview. Flow Traders: Bumper harvest. Heijmans: 3Q24 as expected, keeps FY outlook in place. Proximus: Key politician pushing for major governance shake up. ...
PROX PROXIMUS SA DE DROIT PUBLIC
UCB UCB S.A.
DIE D'IETEREN SA
REC RECTICEL SA
HEIJM HEIJMANS N.V. CERT
VLK
ARCAD VAN LANSCHOT KEMPEN NV CERT. OF SHS
AALB ARCADIS NV
ABI AALBERTS N.V.
ALD ANHEUSER-BUSCH INBEV SA/NV
SHEL ALD SA
FLOW SHELL PLC
DSFIR FLOW TRADERS LTD
KONINKLIJKE DSM N.V.
- Martijn Den Drijver
Arcadis : Better than expected margins and FCF + incredibly strong ord...
>EBITA margin to 11.4% vs css 11.3%, FCF a beat off 12% - As we had feared, expectations for organic growth were a tad too high (6.0%) although the actual number (5.0%) was better than our estimate of 4.6%. Net sales therefore missed css by 2%. The conversion of that organic growth in to EBITA was, however, excellent. Although the absolute EBITA came in 2% lower than css, the operating EBITA margin came in at 1.4% vs css at 11.3% and our estimate of 11.2%. Clearly, t...
- Hilde Van Boxstael
- Jacob Mekhael
- Kristof Samoy
- Michiel Declercq
- Thomas Couvreur
- Wim Hoste
- Kristof Samoy
Arcadis 3Q results in line, impressive order intake
3Q24 net revenues grew 5% organically to €962m a tad below our (€987m) and css (€982m) estimates. 3Q24 operating EBITA landed at €109m in line with our €107m and ccs €111m estimate. The backlog for net revenues landed at an impressive €3588m (up 18% org. y/y) driven by massive order intake at Mobility.
- ING Helpdesk
Arcadis reports transactions under its current share buyback program
Arcadis reports transactions under its current share buyback program Arcadis reports transactions under its current share buyback program Amsterdam, October 28, 2024 – Arcadis (EURONEXT: ARCAD), the leading data driven global Design & Consultancy organization for natural and built assets, has repurchased 66,297 of its own shares in the period from 21 October up to and including 25 October 2024 at an average price of €64.59. The total consideration of this repurchase was €4,282,412. The repurchase is in accordance with the share buyback program to cover existing and expected future ob...
- Baptiste Lebacq
EO FAURECIA SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
ICAD ICADE SA
01913 PRADA S.P.A.
ARCAD ARCADIS NV
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
MAU ETABLISSEMENTS MAUREL & PROM SA
CABKA CABKA N.V.
- Baptiste Lebacq
EO FAURECIA SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
ICAD ICADE SA
01913 PRADA S.P.A.
ARCAD ARCADIS NV
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
MAU ETABLISSEMENTS MAUREL & PROM SA
CABKA CABKA N.V.
Arcadis reports transactions under its current share buyback program
Arcadis reports transactions under its current share buyback program Arcadis reports transactions under its current share buyback program Amsterdam, October 21, 2024 – Arcadis (EURONEXT: ARCAD), the leading data driven global Design & Consultancy organization for natural and built assets, has repurchased 60,690 of its own shares in the period from 14 October up to and including 18 October 2024 at an average price of €65.43. The total consideration of this repurchase was €3,988,668. The repurchase is in accordance with the share buyback program to cover expected future obligations under Ar...
- Martijn Den Drijver
Arcadis : Preview Q3: A solid quarter in terms of organic growth and E...
>Selectivity hampers organic growth modestly, EBITA margin improvement solid - Arcadis will report Q3 2024 results on October 31. An analyst call is usually planned for 14h the same day. We forecast organic growth of 4.6% with css at 6.0%. The reason why we are lower in terms of organic growth is because we assume Arcadis will continue to be very selective or picky in terms of the short duration projects it accepts, particularly in Resilience and to a lesser extent in...
Arcadis reports transactions under its current share buyback program
Arcadis reports transactions under its current share buyback program Amsterdam, October 14, 2024 – Arcadis (EURONEXT: ARCAD), the leading data driven global Design & Consultancy organization for natural and built assets, has repurchased 83,034 of its own shares in the period from 4 October up to and including 11 October 2024 at an average price of €64.05. The consideration of this repurchase was €5.3 million. The repurchase is in accordance with the share buyback program to cover expected future obligations under Arcadis’ employee incentive plans, as announced on 4 October 2024. Ove...
- ING Helpdesk
- ING Helpdesk
Benelux Morning Notes
ING Benelux Conference London: Aalberts, Arcadis, Azelis, Barco, Basic-Fit, Brunel International, DEME Group, Euronext, Fagron, Heijmans, Kinepolis, Lotus Bakeries, Melexis, Ontex, Randstad, Recticel, SBM Offshore, TKH Group, Van Lanschot Kempen Other company stories - OCI: Divestment of Methanol to Methanex for US$2.05bn, Staffing: US August temp volumes marginally better trend; NFP jobs miss
BFIT BASIC-FIT NV
SBMO SBM OFFSHORE NV
FAGR FAGRON SA
RAND RANDSTAD NV
LOTB LOTUS BAKERIES NV
REC RECTICEL SA
HEIJM HEIJMANS N.V. CERT
VLK
ARCAD VAN LANSCHOT KEMPEN NV CERT. OF SHS
AALB ARCADIS NV
OCI AALBERTS N.V.
BRNL OCI NV
ONTEX BRUNEL INTERNATIONAL N.V.
MELE ONTEX GROUP N.V.
TWEKA MELEXIS NV
KIN TKH GROUP N.V. CERT
BAR KINEPOLIS GROUP NV
AZE BARCO NV
DEME AZELIS GROUP NV
DEME GROUP NV
- Quirijn Mulder
Arcadis/Nicely on track for FY26 targets/BUY
With especially strong 2Q24 margins up 170bp YoY, we have adjusted our estimates. Expecting organic growth to accelerate from 2H24 onwards, we foresee double-digit growth of its EBITDA and EBITA from operations in FY24-26F. With Arcadis at an EV/EBIT 2024-26F discount of 18% to its peer group, we believe the valuation continues to be too low. Risks have certainly diminished on the back of well financed and better performing acquired companies but on margins Arcadis still can win and therefore we...
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.