reports
- Hilde Van Boxstael
- Livio Luyten
- Michiel Declercq
- Wim Lewi
Wereldhave sells Sterrenburg in Dordrecht, successfully completes Vill...
Wereldhave sells Sterrenburg in Dordrecht, successfully completes Ville2 acquisition and secures new long-term financing Wereldhave announces the sale of Full Service Center Sterrenburg in Dordrecht (The Netherlands), the successful completion of the acquisition of Ville2 in Charleroi (Belgium) and new long-term financing for Wereldhave Belgium. These transactions, plus related valuation synergies, further strengthen Wereldhave’s balance sheet. Disposal of Sterrenburg in DordrechtFull Service Center Sterrenburg in Dordrecht has been sold to a fund managed by Pertinea, an independent Belgia...
- Guy Sips
- Hilde Van Boxstael
- Mathijs Geerts Danau
- Wim Lewi
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Kristof Samoy
- Livio Luyten
- Michiel Declercq
- Thibault Leneeuw
- Wim Lewi
Wereldhave nominates Marcel Eggenkamp as CFO
Wereldhave nominates Marcel Eggenkamp as CFO Wereldhave N.V. announces the proposed appointment of Mr. Marcel Eggenkamp as Chief Financial Officer (CFO) and member of the Board of Management. The proposed appointment will be submitted to the Annual General Meeting of Shareholders (AGM) to be held on 13 May 2026. Marcel brings extensive international financial and real estate expertise. He previously served as CFO at Edge (2019–2025) and Redevco (2011–2019), following senior financial roles at KPMG, Ballast Nedam and KPN Telecom. His career spans family capital, private equity–backed growth...
- Hilde Van Boxstael
- Jacob Mekhael
- Livio Luyten
- Michiel Declercq
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
- Wim Lewi
Care Property Invest Upgrade to Accumulate after rights issue and majo...
We like the pro-active nature of this deal. CPI completed a capital increase of €55.5m to finance the acquisition of 9 healthcare assets for €142.6m (announced on 3/12). The remaining €87.1m was financed by €47.1m new debt and €40m of existing debt at a low rate (2.9%). This deal will offset the overhang of the lease portfolio expiries for the next 10 years. Hence, CPI addresses a concern that has been weighing on the share price. The rights issue take-up amounted to 62.6%. We believe this is a ...
- Wim Lewi
Xior Feed Back from the Xior Analyst call on FY26 guidance-Correction
The surprise call on the outlook update was only open to analysts and basically served to highlight the past 10 years of growth. Nevertheless €2.30 EPRA EPS, comes above consensus and our €2.25 estimate. Xior wants to show that after 2 years of transition and flat EPS, they will show growth again. Under COO, Kristina Olsen, Xior has also improved its internal operations and budget planning for next year had already finished. The focus is on internal efficiency gains and rental growth from realis...
- ING Helpdesk
Benelux Morning Notes
Belgian Telecoms: DIGI Belgium CEO Interview: ‘We are running a marathon, not a sprint' IBA: IBA to install a Rhodotron in East China. Ontex: Another quarter, another profit warning. Theon International: Backlog visibility indeed. Xior: 2026 outlook positive but with no major surprise. Events Calendar
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Kristof Samoy
- Livio Luyten
- Mathijs Geerts Danau
- Michiel Declercq
- Wim Hoste
- Wim Lewi
- Wim Lewi
Xior Xior rings the bell with a FY26 EPRA EPS outlook of €2.30
Today Xior celebrates its 10 year listing on the Brussels stock exchange. At the same time it issued a FY26 EPRA EPS outlook and expects EPS growth of +4% in FY26 to €2.30 vs. FY25 of €2.21. Xior is confident about the future, driven by its student housing platform and 98% occupancy. It expects rental growth from additions to its scalable operations and structural market scarcity to drive rental increases. Also efficiency gains should add to profitability gains. Xior will focus on portfolio opti...
Care Property Invest: 2 directors
Two Directors at Care Property Invest bought/subscribed to 3,429 shares at between 10.500EUR and 11.720EUR. The significance rating of the trade was 52/100. 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...
- Anthony Dick
- Baptiste Salaville
- Michael Foundoukidis
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
RNO RENAULT SA
VOLV B VOLVO AB CLASS B
EO FAURECIA SA
VAC PIERRE & VACANCES SA
DAI DAIMLER AG
POM PLASTIC OMNIUM SE
TYRES NOKIAN RENKAAT OYJ
BOSS HUGO BOSS AG
FR VALEO SE
VOW3 VOLKSWAGEN AG PREF
NDA AURUBIS AG
CIE CIE AUTOMOTIVE S.A.
CPINV CARE PROPERTY INVEST SA
ZAG ZUMTOBEL GROUP AG
RACE FERRARI NV
PIRC PIRELLI & C. S.P.A.
GEST GESTAMP AUTOMOCION S.A.
8TRA TRATON SE
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
STLA STELLANTIS N.V.
DTG DAIMLER TRUCK
IVG IVECO GROUP
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
ALIV SDB AUTOLIV INC.
BRE BREMBO S.P.A.
- Anthony Dick
- Baptiste Salaville
- Michael Foundoukidis
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
RNO RENAULT SA
VOLV B VOLVO AB CLASS B
EO FAURECIA SA
VAC PIERRE & VACANCES SA
DAI DAIMLER AG
POM PLASTIC OMNIUM SE
TYRES NOKIAN RENKAAT OYJ
BOSS HUGO BOSS AG
FR VALEO SE
VOW3 VOLKSWAGEN AG PREF
NDA AURUBIS AG
CIE CIE AUTOMOTIVE S.A.
CPINV CARE PROPERTY INVEST SA
RACE FERRARI NV
PIRC PIRELLI & C. S.P.A.
GEST GESTAMP AUTOMOCION S.A.
8TRA TRATON SE
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
STLA STELLANTIS N.V.
DTG DAIMLER TRUCK
ALVGO VOGO SA
IVG IVECO GROUP
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
ALIV SDB AUTOLIV INC.
BRE BREMBO S.P.A.
- Guy Sips
- Jacob Mekhael
- Kristof Samoy
- Livio Luyten
- Lynn Hautekeete
- Mathijs Geerts Danau
- Michiel Declercq
- Thibault Leneeuw
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
Dynamic Top Pick List How to start 2026?
How to start 2026? We have selected for the KBC Securities Dynamic Top Pick List 12 large-cap companies — AB InBev, Aedifica, Argenx, ASMi, Azelis, DEME, D'Ieteren, Shurgard, Sofina, Vopak, WDP, and Wolters Kluwer — along with 3 small and mid-cap names (under €1.5bn in market capitalization): Corbion, EVS, and IBA. So, going into 2026, we maintain a balanced approach in our Dynamic Top Pick List, featuring 8 cyclical and 6 defensive stocks, with a particular emphasis on value stocks that have b...
EVS EVS BROADCAST EQUIPMENT SA
DIE D'IETEREN SA
SOF SOFINA SA
ASM ASM INTERNATIONAL N.V.
IBAB ION BEAM APPLICATIONS SA
ROYAL VOPAK NV
AED AEDIFICA SA
CSM CORBION NV
ABI ANHEUSER-BUSCH INBEV SA/NV
ARGX ARGEN-X SE
WDP WAREHOUSES DE PAUW SCA
AZE AZELIS GROUP NV
DEME DEME GROUP NV
SHUR SHURGARD SELF STORAGE LIMITED
- Roy Külter
- Steven Boumans
- Wim Lewi
Care Property Invest Acquires 9 Care Homes and launches 55.5m rights i...
Care property announced the acquisition of 9 care homes (8 in Flanders, 1 in Wallonia) for €142.6m with €8.2m annual rental income (5.75% yield). At the same time, it launches a rights issue of €55.5m at €10.5 per share and funds €87.1m by debt (existing and new). The rights issue will be followed by a private placement of the remaining shares with a number of “backstoppers”, who have irrevocably committed to subscribe to all remaining rights (no rump placement). The seller is Korian Belgium, pa...
- Hilde Van Boxstael
- Wim Hoste
- Wim Lewi
- Guy Sips
- Jacob Mekhael
- Wim Lewi
- Wim Lewi
Montea Montea announces 19.2m Contribution in Kind in Beringen
Montea announced the acquisition via contribution in kind (CiK) of the former Euro-Shoe site in Beringen for €19.2m. The multifunctional site spans 53.5k sqm with a 20k sqm warehouse and 2.5k sqm offices from 2005 (renovated 2023). Thanks to the spacious parking, Montea believes there is expansion capacity and it expect a NOI yield of at least 7%. The site is vacant at the moment (offered by CBRE), but Montea is in negotiation with a tenant. The location is close to the E313 highway connecting A...
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.