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...
- Thijs Berkelder
- Usama Tariq
ODDO BHF Small & MIDCAP MORNING NEWS - Date1
We initiate coverage of Heijmans, a contractor focused on the Dutch market, with an Outperform rating and a TP of € 36.5 (DCF based). The Dutch residential market is finally recovering, and we believe Heijmans is well-positioned to benefit due to its land bank and property development arm, driving up revenues while EBITDA margins are expected to exceed 8.5% in the Living unit. Heijmans is also benefitting from strong demand from the infrastructure and energy markets, allowing for soli...
PBB DEUTSCHE PFANDBRIEFBANK AG
GBF BILFINGER SE
GYC GRAND CITY PROPERTIES SA
ITP INTERPARFUMS
SDF K+S AG
NEX NEXANS SA
IDIP INSTITUT DE DEVELOPPEMENT INDUSTRIEL SCA
ADN1 ADESSO AG
GNFT GENFIT SA
PAT PATRIZIA AG
SAX STROEER SE & CO. KGAA
NVG NAVIGATOR COMPANY SA
ASS APPLUS SERVICES S.A.
S92 SMA SOLAR TECHNOLOGY AG
CLA CLARANOVA SE
SRAIL STADLER RAIL AG
KTA KNAUS TABBERT
UPG UNIFIEDPOST GROUP
DEME DEME GROUP NV
AF AIR FRANCE - KLM
- Thijs Berkelder
- Usama Tariq
ODDO BHF Small & MIDCAP MORNING NEWS - 11/14/2024
We initiate coverage of Heijmans, a contractor focused on the Dutch market, with an Outperform rating and a TP of € 36.5 (DCF based). The Dutch residential market is finally recovering, and we believe Heijmans is well-positioned to benefit due to its land bank and property development arm, driving up revenues while EBITDA margins are expected to exceed 8.5% in the Living unit. Heijmans is also benefitting from strong demand from the infrastructure and energy markets, allowing for soli...
PBB DEUTSCHE PFANDBRIEFBANK AG
GBF BILFINGER SE
GYC GRAND CITY PROPERTIES SA
ITP INTERPARFUMS
SDF K+S AG
NEX NEXANS SA
IDIP INSTITUT DE DEVELOPPEMENT INDUSTRIEL SCA
ADN1 ADESSO AG
GNFT GENFIT SA
PAT PATRIZIA AG
SAX STROEER SE & CO. KGAA
NVG NAVIGATOR COMPANY SA
ASS APPLUS SERVICES S.A.
JST JOST WERKE AG
S92 SMA SOLAR TECHNOLOGY AG
CLA CLARANOVA SE
SRAIL STADLER RAIL AG
KTA KNAUS TABBERT
UPG UNIFIEDPOST GROUP
DEME DEME GROUP NV
AF AIR FRANCE - KLM
- Delphine Brault
- Quentin Borie
Stadler Rail AG : Profit warning on 2024, 2025 and 2026 guidance scrap...
>A host of factors behind the warning, some of them external - The group yesterday evening announced a downgrade to its 2024 guidance, citing a range of reasons, among them:The flooding that severely affected production, particularly the flooding in Valencia (30 subcontractors for the Valencia plant affected, difficulty accessing the plant for some employees), the flooding of the plant of a supplier aluminium profiles, Constellium, in the Valais area (stoppage fo...
- Delphine Brault
- Quentin Borie
Stadler Rail AG : Profit warning sur 2024, guidance 2025 & 2026 abando...
>Une multitude de facteurs derrière le warning, certains exogènes - Le groupe a annoncé hier soir la révision en baisse de ses objectifs 2024, il met en avant une multitude de raisons, parmi lesquelles :Les intempéries qui ont fortement affecté la production, notamment les inondations à Valence (30 sous-traitants de l’usine de Valence touchés, accès à l’usine difficile pour certains salariés), l’inondation de l’usine du sous-traitant en aluminium Constellium dans...
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.
- Guy Sips
- Kristof Samoy
- Lynn Hautekeete
- Michiel Declercq
- Thibault Leneeuw
- Thomas Couvreur
- 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...
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