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EXMAR NV: 1 director
A director at EXMAR NV bought 70,087 shares at 11.499EUR 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 show...
ForFarmers N.V.: Change in the ForFarmers Supervisory Board
ForFarmers N.V.: Change in the ForFarmers Supervisory Board Lochem, 9 January 2025 Change in the ForFarmers Supervisory Board ForFarmers N.V. announces that Jan van Nieuwenhuizen, chairman of the Supervisory Board, has decided not to be considered for a second term as of 17 April 2025. Jan van Nieuwenhuizen, Chairman of the Supervisory Board: ‘ForFarmers has made great progress in the implementation of Strategy 2025 and is now well positioned to further contribute to a future-proof and sustainable agricultural sector. In recent years, I have enjoyed contributing to various strategic iss...
ForFarmers N.V.: Wijziging in de Raad van Commissarissen ForFarmers
ForFarmers N.V.: Wijziging in de Raad van Commissarissen ForFarmers Lochem, 9 januari 2025 Wijziging in de Raad van Commissarissen ForFarmers ForFarmers N.V. kondigt aan dat Jan van Nieuwenhuizen, voorzitter van de Raad van Commissarissen het besluit heeft genomen om niet voor een tweede termijn in aanmerking te komen per 17 april 2025. Jan van Nieuwenhuizen, voorzitter van de Raad van Commissarissen: “ForFarmers heeft in de uitvoering van Strategie 2025 grote stappen gezet en staat nu goed opgesteld om verder bij te dragen aan een toekomstbestendige en duurzame agrarische sector. De a...
- Florent Laroche-Joubert
- Roy Külter
ODDO : La baisse des taux d’intérêt favorise l’immobilier : nos top pi...
Le maintien d’un environnement baissier des taux d’intérêt devrait être porteur pour le secteur immobilier en 2025 et lui permettre de continuer à surperformer. Dans ce contexte, nous privilégions le commerce et le résidentiel allemand , qualifiés de «safe haven» et plus spécifiquement Covivio, CTP, Merlin Properties, URW, Vonovia et Xior Student Housing pour un potentiel moyen de +30%. Elles sont les plus à même pour nous d’exécuter leur stratégie de croissance / repositionnement. Nous abaisson...
COV COVIVIO SA
GFC GECINA SA
NXI NEXITY SA CLASS A
FLY SOCIETE FONCIERE LYONNAISE SA
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
KOF KAUFMAN & BROAD SA
ALTA ALTAREA SCA
VNA VONOVIA SE
XIOR XIOR STUDENT HOUSING N.V.
ICAD ICADE SA
COFB COFINIMMO SA
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
PSPN PSP SWISS PROPERTY AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
CPINV CARE PROPERTY INVEST SA
ARG ARGAN SA
VGP VGP NV
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
LRE LAR ESPANA REAL ESTATE SOCIMI SA
MERLIN MERLIN PROPERTIES SOCIMI S.A.
DKG DEUTSCHE KONSUM REIT-AG
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
CTPNV CTP NV
SHUR SHURGARD SELF STORAGE LIMITED
- Florent Laroche-Joubert
- Roy Külter
ODDO : Interest rate winds favor real estate: Our top picks for 2025
An environment of further interest rate decline is set to underpin the real estate sector in 2025 and see it continue to outperform. On this basis, we prefer retail and the German residential market, which are seen as safe havens, more specifically Covivio, CTP, Merlin Properties, URW, Vonovia and Xior Student Housing for an average upside of +30%. They are the best positioned, as we see it, to execute their growth/repositioning strategies. We have downgraded Branicks, Cofinimmo, Icade and Patr...
COV COVIVIO SA
GFC GECINA SA
NXI NEXITY SA CLASS A
FLY SOCIETE FONCIERE LYONNAISE SA
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
KOF KAUFMAN & BROAD SA
ALTA ALTAREA SCA
VNA VONOVIA SE
XIOR XIOR STUDENT HOUSING N.V.
ICAD ICADE SA
COFB COFINIMMO SA
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
PSPN PSP SWISS PROPERTY AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
CPINV CARE PROPERTY INVEST SA
ARG ARGAN SA
VGP VGP NV
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
LRE LAR ESPANA REAL ESTATE SOCIMI SA
MERLIN MERLIN PROPERTIES SOCIMI S.A.
DKG DEUTSCHE KONSUM REIT-AG
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
CTPNV CTP NV
SHUR SHURGARD SELF STORAGE LIMITED
- Jacob Mekhael
- Michiel Declercq
- Thomas Vranken
- Wim Lewi
- Jacob Mekhael
Sequana Medical FIRST LOOK: Publishes 6-month alfapump results in live...
Sequana announced that the previously reported 6-month data from the pivotal POSEIDON study of the alfapump in recurrent or refractory ascites due to liver cirrhosis was published in the American Journal of Gastroenterology. This follows the recent FDA approval obtained for the alfapump in December 2024. Sequana expects US commercial launch to take place in 2H25 subject to additional financing to extend the company's cash runway beyond 1Q25.
- Jacob Mekhael
- Thomas Vranken
Sequana Medical FDA approval for alfapump
Sequana receives a nice Christmas present this year as it obtained PMA approval from the FDA for its alfapump system in the treatment of r/r ascites due to liver cirrhosis, ahead of the guided 1Q25 timeline. We see the approval as an important derisking event for the company, which will enable the company to address a market opportunity of $ >2bn (mgmt. estimates) in the US. The commercialisation intends to specifically target 90 liver transplant centres and is expected to launch in 2H25. We not...
- Hilde Van Boxstael
- Thomas Vranken
- Wim Lewi
Floridienne S.A.: 1 director
A director at Floridienne S.A. sold 2,000 shares at 510.000EUR and the significance rating of the trade was 100/100. 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 clear...
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Kristof Samoy
- Lynn Hautekeete
- Michiel Declercq
- Sharad Kumar S.P
- Thibault Leneeuw
- Thomas Couvreur
- Thomas Vranken
- Wim Hoste
- Wim Lewi
Dynamic Top Pick List How to start 2025?
On this Friday the 13th we select for you 13 stocks to start 2025 with a bang : ABN Amro, Ackermans & van Haaren, Bekaert, D'Ieteren, EVS, Fagron, Fugro, Gimv, Melexis, Shurgard, Sofina, WDP and Xior However, we maintain a defensive stance in our Benelux selection at the start of 2025.. The long anticipated interest rate cuts by central banks are expected to continue their decline into 2025 (see graph above). However, the Trump election victory in the US hits European stocks even before he tak...
- Lynn Hautekeete
- Wim Lewi
Real Estate Report December 2024
BE-REITS suffer from macro-worries (logistics) and post-Trump knee-jerk reaction. We believe that especially money flows are pushing stocks down as interest rate fears resurfaced in the US. Our top-picks are Shurgard, WDP and Xior. SHUR and WDP have ample headroom on their balance sheet to continue their growth track record. WDP is also very cheap on cash earnings metrics vs. peers. Xior can grow and fix its balance sheet at the same time through contributions in kind.
LEAS LEASINVEST REAL ESTATE SCA
XIOR XIOR STUDENT HOUSING N.V.
COFB COFINIMMO SA
IMMO COMPAGNIE IMMOBILIERE DE BELGIQUE SA
RET RETAIL ESTATES NV
MONT MONTEA SCA
AED AEDIFICA SA
QRF QRF COMM
CPINV CARE PROPERTY INVEST SA
ATEB ATENOR S.A.
ASC ASCENCIO SCA
ARG ARGAN SA
VGP VGP NV
WDP WAREHOUSES DE PAUW SCA
CTPNV CTP NV
HOMI HOME INVEST BELGIUM
SHUR SHURGARD SELF STORAGE LIMITED
- ING Helpdesk
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Kristof Samoy
- Michiel Declercq
- Thomas Vranken
- Wim Lewi
- Hilde Van Boxstael
- Jacob Mekhael
- Kristof Samoy
- Lynn Hautekeete
- Michiel Declercq
- Sharad Kumar S.P
- Wim Lewi
- Guy Sips
Floridienne Strong 9M24 mainly thanks to successful integration of Bio...
We increased our FY24 numbers substantially as Floridienne recorded strong growth in 9M24 y/y as 9M24 sales came in at € 502.4m (+25% y/y), and 9M24 EBITDA was €84.9m (+€35.9m y/y) and a 9M24 net result came in at € 17.1m (+€8.0m y/y). Floridienne indicated that this was mainly thanks to the dynamism of its historical activities and the successful integration of Biotrop. The Foot Division is succeeding in increasing its profitability. BioFirst is growing significantly on its historical market of...
- Jacob Mekhael
- Kristof Samoy
- Michiel Declercq
- Sharad Kumar S.P
- Wim Lewi
- Kristof Samoy
CMB.Tech MTO page turned, focus back on platform transformation
We resume coverage following the closure of the reopened MTO on November 21. Only 0.7% of outstanding shares were tendered into the bid bringing the free float to 7% (from 7.7%). When announcing the outcome of the tender, CMB.Tech once more reaffirmed its commitment to maintaining its listing. During the tender the stock nosedived well below its NAV while supply side dynamics in the crude tanker and dry bulk market remain largely supportive. The company has a sound financing plan for its ongoing...
- Hilde Van Boxstael
- Kristof Samoy
- Wim Hoste
- Wim Lewi
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