reports
- Javier Esteban
ING GROEP: RDOS. 1T’24 (ANÁLISIS BANCO SABADELL)
Rdos. 1T'24 vs 1T'23: M. Intereses: 3.825 M euros (-4,7% vs -3,7% BS(e) y -4,2% consenso); M. Bruto: 5.583 M euros (+0,3% vs -2,4% BS(e) y -2,3% consenso); M. Neto: 2.551 M euros (+2,2% vs -6,7% BS(e) y -6,2% consenso); BDI: 1.578 M euros (-0,8% vs -9,5% BS(e) y -11,2% consenso). Rdos. 1T'24 vs 4T'23: M. Intereses: 3.825 M euros (-1,3% vs -0,3% BS(e) y -0,8% consenso); M. Bruto: 5.583 M euros (+3,2% vs +0,5% BS(e) y +0,5% consenso); M. Neto: 2.551 M euros (+9,4% vs -0,2% BS(e) y +0,4% consenso);...
- Research Department
INFORME DIARIO 02 MAYO + RDOS. ESPAÑA Y EUROPA 1T’24. IDEAS DESTACADAS...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AENA, ARCELORMITTAL, METROVACESA, REDEIA. EUROPA: AIRBUS, ING. Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 1T’24 que se publicarán en España y Europa en los próximos días. El Ibex pierde otra vez los 11.000 puntos Jornada de caídas en las bolsas europeas previo a la reunión de la Fed donde el Ibex volvió...
Voting Rights and Denominator
Voting Rights and Denominator Press ReleaseRegulated InformationAntwerp, 2 May 2024– 7.00 a.m. CET In application of Article 15 of the Law of May 2, 2007 on the disclosure of major shareholdings in issuers whose shares are admitted for trading on a regulated market, VGP publishes, by means of a press release and on its website, the total share capital, the total number of securities with voting rights and the total number of voting rights at the latest at the end of each month in which any of these numbers has changed. Situation as at 30 April 2024: Total share capital:€ 136,091,705.08...
Stemrechten en Noemer
Stemrechten en Noemer PersberichtGereglementeerde informatieAntwerpen, 2 Mei 2025, 07:00 CET In toepassing van artikel 15 van de wet van 2 mei 2007 op de openbaarmaking van belangrijke deelnemingen in emittenten waarvan aandelen zijn toegelaten tot de verhandeling op een gereglementeerde markt, publiceert VGP door middel van een persbericht en op haar website het totaal kapitaal, het totaal aantal stemrechtverlenende effecten en het totale aantal stemrechten uiterlijk op het einde van elke maand waarin één van deze aantallen is gewijzigd. Situatie op 30 April 2024: Totaal kapitaal:€ 13...
Xior Student Housing Nv: 1 director
A director at Xior Student Housing Nv bought 4,000 shares at 26.470EUR and the significance rating of the trade was 74/100. 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 year...
Weekly share repurchase program transaction details
Weekly share repurchase program transaction details April 30, 2024 SBM Offshore reports the transaction details related to its EUR65 million (c. US$70 million) share repurchase program for the period April 25, 2024 through April 30, 2024. The repurchases were made under the EUR65 million share repurchase program announced on February 29, 2024 and effective from March 1, 2024. The objective of the program is to reduce share capital. Information regarding the progress of the share repurchase program and the aggregate of the transactions (calculated on a daily basis) for the period March ...
Euronext upgraded to ‘BBB+, Positive Outlook‘ by S&P
Euronext upgraded to ‘BBB+, Positive Outlook‘ by S&P Contacts Media Contact Investor Relations Amsterdam Brussels 27 Dublin 13 Lisbon 4 Milan 12 Oslo Paris 45 Euronext upgraded to ‘BBB+, Positive Outlook‘ by S&P Amsterdam, Brussels, Dublin, Lisbon, Milan, Oslo and Paris – 30 April 2024 – Euronext, the leading pan-European market infrastructure, today welcomes the decision of S&P to upgrade Euronext from ‘BBB+, Stable Outlook’ to ‘BBB+, Positive Outlook’. S&P decision reflects the approaching completion of the integration of the Borsa Italia...
- Jørgen Lian
Yard response and dry bulk qualms
Our trip to South Korea and China revealed Chinese shipbuilders are seeking growth to take on Korea’s established yards who are facing constraints. An eagerness to add capacity is one of our takeaways, as well as a gloomy outlook for Chinese real estate, which in our view should inevitably weigh on dry bulk demand.
DHT DHT HOLDINGS INC.
SBL SAFE BULKERS INC.
LPG DORIAN LPG
GNK GENCO SHIPPING & TRADING LTD.
MAERSK B A.P. MOLLER - MAERSK A/S CLASS B
ODF ODFJELL ASA
WAWI WALLENIUS WILHELMSEN LOGISTICS ASA
WWI WILHELM WILHELMSEN HOLDING
SBLK STAR BULK CARRIERS CORP.
FRO FRONTLINE LTD.
G2O GOLAR LNG LIMITED
AMSC AMERICAN SHIPPING COMPANY ASA
SN6 STOLT-NIELSEN LTD.
BWLPG BW LPG LTD.
GOGLO GOLDEN OCEAN GROUP LTD
AVACF AVANCE GAS HOLDINGS LTD
HUNT HUNTER GROUP ASA
STNG SCORPIO TANKERS INC.
FLNG FLEX LNG LTD.
SFL SFL CORPORATION LIMITED
TNK TEEKAY TANKERS
2020 2020 BULKERS LTD
KCC KLAVENESS COMBINATION CARRIERS
EGLE EAGLE BULK SHIPPING
MPCC MPC CONTAINER SHIPS AS
HAUTO HOEGH AUTOLINERS ASA
WEST WESTERN BULK CHARTERING
HAFNI HAFNIA
COOL COOL COMPANY LTD.
HSHP HIMALAYA SHIPPING LTD.
- Francesca Ferragina
Xior Student Housing/In the right direction/BUY
1Q24 operating performance was strong. All attention was on disposals which accelerated to a cumulative total of €220m and are approaching the €340m initial ambition. The c.10% discount to FV on the sales was surprising but we think the size and speed of the disposals is more important and key in managing a still high LTV. The option of a JV now looks less likely, another positive sign of confidence about further disposals to come. Valuations are expected to stabilise for coming quarters. We con...
- Anthony Dick
- Michael Foundoukidis
ODDO BHF Small & MIDCAP MORNING NEWS - 04/26/2024 Date Performance sin...
Deutz is a leading non-captive engine manufacturer for a wide range of customer industries with a strong and very well-known brand. The company will enter a profitable growth period soon (CAGR 2023-26e sales 8%, EPS 18%). We initiate coverage with an Outperform rating and a target price of € 7.9, reflecting >40% upside from here. - ...
PROX PROXIMUS SA DE DROIT PUBLIC
SOP SOPRA STERIA GROUP SA
BFIT BASIC-FIT NV
NXI NEXITY SA CLASS A
MF WENDEL SE
SBS STRATEC SE
KORI KORIAN SA
STF STEF
ALCLA CLASQUIN SA
ASY ASSYSTEM SA
SWP SWORD GROUP SE
CGM CEGEDIM SA
SRP SRP GROUPE SA
MTU MANITOU BF SA
FII LISI SA
GBT GUERBET SA
ATE ALTEN SA
FR VALEO SE
XIOR XIOR STUDENT HOUSING N.V.
COFB COFINIMMO SA
SAVE SAVENCIA SA
MBWS MARIE BRIZARD WINE & SPIRITS SA
SOC SUBSEA 7 S.A.
TIETO TIETOEVRY OYJ
ARCAD ARCADIS NV
SESL SES-IMAGOTAG SA
LIGHT SIGNIFY NV
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
CSM CORBION NV
VLTSA VOLTALIA
IBG IBERPAPEL GESTION S.A.
TEC TECHNIPFMC PLC
FTG111 FLATEXDEGIRO AG
BFSA BEFESA SA
SAB BANCO DE SABADELL SA
RBO ROCHE BOBOIS INTERNATIONAL SAS
GRP GREENCOAT RENEWABLES
- Anthony Dick
- Michael Foundoukidis
ODDO BHF Small & MIDCAP MORNING NEWS - 26/04/2024
Deutz is a leading non-captive engine manufacturer for a wide range of customer industries with a strong and very well-known brand. The company will enter a profitable growth period soon (CAGR 2023-26e sales 8%, EPS 18%). We initiate coverage with an Outperform rating and a target price of € 7.9, reflecting >40% upside from here. - ...
PROX PROXIMUS SA DE DROIT PUBLIC
SOP SOPRA STERIA GROUP SA
BFIT BASIC-FIT NV
NXI NEXITY SA CLASS A
MF WENDEL SE
SBS STRATEC SE
KORI KORIAN SA
STF STEF
ALCLA CLASQUIN SA
ASY ASSYSTEM SA
SWP SWORD GROUP SE
CGM CEGEDIM SA
SRP SRP GROUPE SA
MTU MANITOU BF SA
FII LISI SA
GBT GUERBET SA
ATE ALTEN SA
FR VALEO SE
XIOR XIOR STUDENT HOUSING N.V.
COFB COFINIMMO SA
SAVE SAVENCIA SA
MBWS MARIE BRIZARD WINE & SPIRITS SA
SOC SUBSEA 7 S.A.
TIETO TIETOEVRY OYJ
ARCAD ARCADIS NV
SESL SES-IMAGOTAG SA
LIGHT SIGNIFY NV
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
CSM CORBION NV
VLTSA VOLTALIA
IBG IBERPAPEL GESTION S.A.
TEC TECHNIPFMC PLC
FTG111 FLATEXDEGIRO AG
BFSA BEFESA SA
SAB BANCO DE SABADELL SA
RBO ROCHE BOBOIS INTERNATIONAL SAS
GRP GREENCOAT RENEWABLES
- Gerardo Ibanez
- Steven Boumans
Xior Student Housing : Q1 2024 results: Debt defeated, disposals domin...
>Additional disposals of €110m in Q1 2024, all debt maturities until Q2 2025 extended/repaid, outlook reiterated - Of the €340m disposal program €220m is now fully sold/closed, of which €100m in funds are already received and the remaining €120m will be received in cash before 30-06-2024 (YE 2023: €66m fully sold/closed; €44m under agreement/ exclusivity). All loans have been refinanced for the coming 12 months, where the (expensive) bridge loan has now been rep...
- ING Helpdesk
Benelux Morning Notes
Basic-Fit: 1Q24 update in line, FY24 outlook in line with consensus at mid-point. bpost: Agreement on Flemish newspaper delivery; risk of provisions largely removed. Cofinimmo: Q1 results in line. Corbion: Tail wags the dog. IMCD: The last hurdle was a harsh clip. Proximus: Strong start to the year, guidance unchanged ahead of Digi arrival. Recticel: Kingspan 1Q24 trading update. Signify: 1Q24 results; revenue decline accelerates. Umicore: Confirms FY 2024 EBITDA guidance range. ...
- Wim Lewi
Xior 1Q24 Results show strong underlying performance, no JV deal
Xior 1Q24 EPRA EPS came far above our expectations at EUR 0.52 vs. 0.42 expected, thanks to a mix of factors: new assets + lfl growth, rental guarantees, cost savings and permitted hedging results. All these factors combined compensated the cost of debt increase to 3.18% (+88bps, bridge loan). The LTV came slightly below our expectation at 52.4% vs. 52.7% exp. The asset sale disposals advance with 100m closed and 220m committed, but Xior abandoned the route of a JV deal. The large asset sales l...
- Guy Sips
- Hilde Van Boxstael
- Lynn Hautekeete
- Michiel Declercq
- Thibault Leneeuw
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
- Inna Maslova
Xior - Progress on disposals, guidance reiterated
LfL rental growth continues to accelerate and is now at 6.9% YoY, with occupancy remaining stable at 98%.Portfolio value stood at EUR 3.2bn, with -0.25% revaluation vs December end.Divestments – committed divestments increased to EUR 220m from EUR 110m. The closing is anticipated at the end of June 2024. The sales were committed at a 10% discount on average. To date, the company completed EUR 100m of disposals (funds received). LTV stable at 52.4%, with cost of debt rising to 3.18% (+49bps).Xior...
- Guy Sips
- Hilde Van Boxstael
- Kristof Samoy
- Lynn Hautekeete
- Thibault Leneeuw
- Thomas Couvreur
- Thomas Vranken
- Wim Hoste
- Wim Lewi
VGP and Areim Complete First Closing in 50:50 ‘SAGA’ Joint Venture
VGP and Areim Complete First Closing in 50:50 ‘SAGA’ Joint Venture PRESS RELEASE Regulated Information Antwerp, Belgium 25 April 2024 (7.00 a.m. CET) VGP NV ('VGP') and AREIM Pan-European Logistics Fund (D) AB, today announced the signing of the first seed closing between VGP and their 50:50 joint venture, SAGA (The ‘Sixth Joint Venture’). The transaction comprises 17 logistics buildings in 10 VGP Parks. The 17 buildings are located in Germany (6 parks, 8 buildings), the Czech Republic (3 parks, 5 buildings) and Slovakia (1 park, 4 buildings). The transaction with the SAGA ...
VGP en Areim Voltooien Eerste Closing in 50:50 'SAGA' Joint Venture
VGP en Areim Voltooien Eerste Closing in 50:50 'SAGA' Joint Venture PERSBERICHT Gereglementeerde informatie Antwerpen, België 25 april 2024 (7.00 uur CET) VGP NV ('VGP') en AREIM Pan-European Logistics Fund (D) AB, kondigden vandaag de ondertekening aan van de eerste 'seed closing' tussen VGP en hun 50:50 joint venture, SAGA (de 'Zesde Joint Venture'). De transactie omvat 17 logistieke gebouwen in 10 VGP Parken. De 17 gebouwen bevinden zich in Duitsland (6 parken, 8 gebouwen), Tsjechië (3 parken, 5 gebouwen) en Slowakije (1 park, 4 gebouwen). De transactie met de SAGA Joint Ve...
Weekly share repurchase program transaction details
Weekly share repurchase program transaction details April 24, 2024 SBM Offshore reports the transaction details related to its EUR65 million (c. US$70 million) share repurchase program for the period April 18, 2024 through April 24, 2024. The repurchases were made under the EUR65 million share repurchase program announced on February 29, 2024 and effective from March 1, 2024. The objective of the program is to reduce share capital. Information regarding the progress of the share repurchase program and the aggregate of the transactions (calculated on a daily basis) for the period March 1, ...
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