reports
- ABGSC Renewable Energy Research
- Adrian Gilani
- Åsne Holsen
- Daniel Vårdal Haugland
- Haakon Amundsen
- John Olaisen
- Olof Cederholm
- Stian Wibstad
ORSTED ORSTED
HEX HEXAGON COMPOSITES ASA
NEL NEL ASA
SSO SCATEC ASA
EOLU B EOLUS VIND AB
FKRFT FJORDKRAFT HOLDING ASA
CADLR CADELER
VOLUE VOLUE AS
A2QKGG HEXAGON PURUS
AKH AKER HORIZONS
ZAP ZAPTEC
VWS VESTAS WIND SYSTEMS
EWIND EDDA WIND ASA
TOM TOMRA SYSTEMS ASA
IWS-NO INTEGRATED WIND SOLUTIONS
OX2-SE OX2
- Guy Sips
- Kristof Samoy
- Michiel Declercq
- Sharad Kumar S.P
- Thibault Leneeuw
- Thomas Couvreur
- Wim Hoste
Benelux Local Champions Conference Book 28.05.2024
This conference book is your guide to our annual Benelux Local Champions Conference set to take place on Tuesday, 28 May 2024 at our historic building at Grand Place in Brussels. This event offers the possibility to have one-on-one meetings and/or small group meetings with the following Benelux companies and their top management & IR ACKERMANS & VAN HAAREN | AGEAS | AKZONOBEL | ASML | BPOST | CORBION | EURONAV | GBL | MELEXIS | SOFINA | TITAN | TKH GROUP
- Hilde Van Boxstael
- Jacob Mekhael
- Kristof Samoy
- Michiel Declercq
- Sharad Kumar S.P
- Thomas Couvreur
- Wim Lewi
- Kristof Samoy
Euronav 1Q24 confirmed, time for a breather
Euronav's 1Q24 results included first time consolidation of CMB.Tech which it acquired early February. From an operational perspective the numbers were sound and roughly as expected. To our surprise the company announced an additional $1.15 p.s. distribution to be proposed at a July SGM. Since our re-initiation late March, the share price has rallied over 25% closing the gap with our NAV thereby prompting a downgrade from Buy to Hold. Our NAV based target price is adjusted to € 15 from € 19 and ...
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
New All-Time Highs Validates Our Bullish Outlook We continue to view the latest pullback to the 100-day MA on the S&P 500 as healthy and normal within the ongoing bull market, and our bullish outlook (since early-November 2023) remains intact. Throughout the last week of April, we discussed the possibility that further downside was limited (4/23/24 Compass) and the mounting evidence that led us to believe the lows were likely in for this pullback (4/30/24 Compass). Market dynamics remain health...
MATX MATSON INC.
EURN EURONAV NV
DHT DHT HOLDINGS INC.
ASC ARDMORE SHIPPING
SBL SAFE BULKERS INC.
NVGS NAVIGATOR HOLDINGS
LPG DORIAN LPG
DSX DIANA SHIPPING INC.
LCM COSTAMARE INC.
TK TEEKAY CORPORATION
SBLK STAR BULK CARRIERS CORP.
G2O GOLAR LNG LIMITED
GOGLO GOLDEN OCEAN GROUP LTD
CENX CENTURY ALUMINUM COMPANY
GATX GATX CORPORATION
KEX KIRBY CORPORATION
WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORPORATION
OSG OVERSEAS SHIPHOLDING GROUP
AA ALCOA CORPORATION
INSW INTERNATIONAL SEAWAYS INC.
NOHA NORSK HYDRO ASA ADS
AWCMY ALUMINA LTD ADS
RTP. RIO TINTO PLC CEDEAR
STNG SCORPIO TANKERS INC.
NMM NAVIOS MARITIME PARTNERS
GSL GLOBAL SHIP LEASE INC. CLASS A
SFL SFL CORPORATION LIMITED
TNK TEEKAY TANKERS
CSTM CONSTELLIUM SE CLASS A
TNP TSAKOS ENERGY NAVIGATION LTD.
FRO FRONTLINE PLC
HSHP HIMALAYA SHIPPING LTD.
HWM HOWMET AEROSPACE INC COM
GBX GREENBRIER COMPANIES INC COM
FSTR L B FOSTER CO COM
Trading by management and close relations of management
Trading by management and close relations of management In accordance with article 19 in Regulation (EU) No 596/2014 of 16 April 2014 on market abuse (the Market Abuse Regulation) and commission delegated regulation (EU) 1052/2016 of 8 March 2016, Novozymes A/S, part of Novonesis Group reports the transactions under ISIN DK0060336014, Novonesis (Novozymes) B shares under the symbol NSIS B in the attached file. Investor Relations Tobias Bjorklund Anders Enevoldsen Disa Tuominen Attachment
- Jørgen Lian
DHT Holdings (Buy, TP: USD14.50) - Potential supporting momentum
VLCC index rates have been hovering steadily around USD40k/day since October, while the market eagerly anticipates the spark that could ignite a prolonged upcycle based on absent fleet-growth prospects for the next two-three years. We believe DHT still represents favourable exposure to a boom with potential dayrates of cUSD100k pegging valuation at 3x P/E. We reiterate our BUY, and have raised our target price to USD14.5 (12.7).
- ABGSC Renewable Energy Research
- Adrian Gilani
- Åsne Holsen
- Daniel Vårdal Haugland
- Haakon Amundsen
- John Olaisen
- Olof Cederholm
- Stian Wibstad
ORSTED ORSTED
HEX HEXAGON COMPOSITES ASA
NEL NEL ASA
SSO SCATEC ASA
EOLU B EOLUS VIND AB
FKRFT FJORDKRAFT HOLDING ASA
CADLR CADELER
VOLUE VOLUE AS
A2QKGG HEXAGON PURUS
ZAP ZAPTEC
VWS VESTAS WIND SYSTEMS
EWIND EDDA WIND ASA
TOM TOMRA SYSTEMS ASA
IWS-NO INTEGRATED WIND SOLUTIONS
OX2-SE OX2
DHT Holdings, Inc. First Quarter 2024 Results
DHT Holdings, Inc. First Quarter 2024 Results HAMILTON, BERMUDA, May 14, 2024 – DHT Holdings, Inc. (NYSE:DHT) (“DHT” or the “Company”) today announced its results for the quarter ended March 31, 2024. The full report is available and in the below attachment. About DHT Holdings, Inc.DHT is an independent crude oil tanker company. Our fleet trades internationally and consists of crude oil tankers in the VLCC segment. We operate through our integrated management companies in Monaco, Norway, Singapore, and India. You may recognize us by our renowned business approach as an experience...
- ABGSC Renewable Energy Research
- Haakon Amundsen
- Stian Wibstad
- ABGSC Renewable Energy Research
- Adrian Gilani
- Åsne Holsen
- Daniel Vårdal Haugland
- Haakon Amundsen
- John Olaisen
- Olof Cederholm
- Stian Wibstad
ORSTED ORSTED
HEX HEXAGON COMPOSITES ASA
NEL NEL ASA
SSO SCATEC ASA
EOLU B EOLUS VIND AB
FKRFT FJORDKRAFT HOLDING ASA
CADLR CADELER
VOLUE VOLUE AS
A2QKGG HEXAGON PURUS
ZAP ZAPTEC
VWS VESTAS WIND SYSTEMS
EWIND EDDA WIND ASA
TOM TOMRA SYSTEMS ASA
IWS-NO INTEGRATED WIND SOLUTIONS
OX2-SE OX2
- Gerardo Ibanez
- Steven Boumans
ODDO BHF Small & MIDCAP MORNING NEWS - 05/08/2024 Date Performance sin...
Unifiedpost is a niche SaaS player in the e-invoicing and procurement channel space. Regulatory headwinds mean this market is ripe for growth, which should benefit Unifiedpost. Due to some unsuccessful past M&A, the company is in a challenging financial position today. However, it has recently embarked on a divestment path, aiming to streamline the business and improve its fundamentals. We like the new direction, however prefer to take a wait-and-see approach. - ...
OUT1V OUTOKUMPU OYJ
ZIL2 ELRINGKLINGER AG
SBMO SBM OFFSHORE NV
EURN EURONAV NV
LEI LEIFHEIT AG
LXS LANXESS AG
KCO KLOECKNER & CO SE
BVB BORUSSIA DORTMUND GMBH & CO. KGAA
MAREL MAREL HF.
NDA AURUBIS AG
MONT MONTEA SCA
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
TLGO TALGO SA
RUI RUBIS SCA
B4B METRO AG
S92 SMA SOLAR TECHNOLOGY AG
INS INSTONE REAL ESTATE GROUP AG
JEN JENOPTIK AG
CLA CLARANOVA SE
HAG HENSOLDT AG
COP COMPUGROUP MEDICAL SE & CO. KGAA
KTA KNAUS TABBERT
SFQ SAF-HOLLAND SE
AERO MONTANA AEROSPACE AG
YOU ABOUT YOU HLDG AG
SYAB SYNLAB AG
ALVGO VOGO SA
STM STABILUS SE
- Gerardo Ibanez
- Steven Boumans
ODDO BHF Small & MIDCAP MORNING NEWS - 08/05/2024 Date Performance dep...
Unifiedpost is a niche SaaS player in the e-invoicing and procurement channel space. Regulatory headwinds mean this market is ripe for growth, which should benefit Unifiedpost. Due to some unsuccessful past M&A, the company is in a challenging financial position today. However, it has recently embarked on a divestment path, aiming to streamline the business and improve its fundamentals. We like the new direction, however prefer to take a wait-and-see approach. - ...
OUT1V OUTOKUMPU OYJ
ZIL2 ELRINGKLINGER AG
SBMO SBM OFFSHORE NV
EURN EURONAV NV
LEI LEIFHEIT AG
LXS LANXESS AG
KCO KLOECKNER & CO SE
BVB BORUSSIA DORTMUND GMBH & CO. KGAA
MAREL MAREL HF.
NDA AURUBIS AG
MONT MONTEA SCA
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
TLGO TALGO SA
RUI RUBIS SCA
B4B METRO AG
S92 SMA SOLAR TECHNOLOGY AG
INS INSTONE REAL ESTATE GROUP AG
JEN JENOPTIK AG
CLA CLARANOVA SE
HAG HENSOLDT AG
COP COMPUGROUP MEDICAL SE & CO. KGAA
KTA KNAUS TABBERT
SFQ SAF-HOLLAND SE
AERO MONTANA AEROSPACE AG
YOU ABOUT YOU HLDG AG
SYAB SYNLAB AG
ALVGO VOGO SA
STM STABILUS SE
- Thijs Berkelder
Euronav : Still full in transition
>Ex disposals, Q1 results roughly in-line with expectations - Revenues in 24Q1 have fallen to $ 240.4m, down from $ 340m in 23Q1. Net revenues (after voyage expense) in 24Q1 have fallen to $ 203.5m (AAOB $ 197.9m) from $ 305.1m in 23Q1.EBITDA is reported at $ 550.5m but excluding disposal gain of $ 407.6m amounts to $ 142.9m (BB consensus $ 150m), down from $ 258.5m in 23Q1Net profit in 24Q1 has jumped to $ 495.0m (AAOB $ 492.6m) primarily thanks to the $ 40...
- ING Helpdesk
Benelux Morning Notes
AB InBev: Busy BEES. Ahold Delhaize: Small beat, comforting confirmation of 2024 guidance. AMG: 1Q24 better than expected, FY guidance intact, strategic projects on schedule. Bekaert: Soft start to the year with 7% sales miss, FY guidance maintained. Euronav: Transformation at full speed. Marel: Another lacklustre quarter. Montea: 2025 guidance raised, valuations moving into positive territory. SBM Offshore: In-line Q1 trading update. Sif Group: Preview - normal quarter e...
- Hilde Van Boxstael
- Jacob Mekhael
- Kristof Samoy
- Michiel Declercq
- Sharad Kumar S.P
- Thomas Vranken
- Wim Hoste
- Wim Lewi
- Luuk Van Beek
- Håkon Astrup
Sparebanken Sør (Buy, TP: NOK162.00) - Robust Q1 profitability
Boosted by the tax benefit of customer dividends, strong trading income and low loan losses, SOR reported a Q1 ROE of 14.4%. Despite some pressure on deposit margins from high levels, NII rose 1.1% QOQ, helped by improved lending margins and solid corporate growth. Driven by the latter and a raised ownership share in Brage, the CET1 ratio fell by ~20bp QOQ to 16.6% (requirement including P2G reduced to 15.9%). At a 2025e P/E of ~8.6x, we find the valuation undemanding and reiterate our BUY and N...
DHT Holdings, Inc. to announce first quarter 2024 results on Tuesday, ...
DHT Holdings, Inc. to announce first quarter 2024 results on Tuesday, May 14, 2024. HAMILTON, BERMUDA, May 3, 2024 - DHT Holdings, Inc. (NYSE: DHT or the “Company”) will release its first quarter 2024 results after market close on Tuesday, May 14, 2024. The Company will host a conference call and webcast, which will include a slide presentation, at 8:00 a.m. EDT/14:00 CEST on Wednesday, May 15, 2024, to discuss the results for the quarter. To access the conference call the participants are required to register in advance of the conference using this link: Upon registering, each partici...
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