reports
- ING Helpdesk
- Hilde Van Boxstael
- Kristof Samoy
- Michiel Declercq
- Thomas Couvreur
- Wim Hoste
- Wim Hoste
AB InBev King of beers but growth rates coming down
ABI's organic volume growth has been negative in 2023 and 2024E. Whilst part of the poor volume performance stems from the US Bud Light woes, we wonder what the role of price elasticity and structural changes in consumer habits might be and decided to lower our structural volume growth forecast until the end of the decade to only 1%. Taking into account persistent negative FX headwinds, we forecast a 3.5% adjusted EBITDA CAGR until 2030, or +4% on an organic basis (at the low end of the mid term...
IBA and Wallonie Entreprendre International secure 30% stake in mi2-fa...
IBA and Wallonie Entreprendre International secure 30% stake in mi2-factory to support improved efficiency of silicon carbide-powered devices Louvain-La-Neuve, Belgium, 21 January 2025 - IBA (Ion Beam Applications S.A., EURONEXT), the world leader in particle accelerator technology, and Wallonie Entreprendre International (WE International), the international branch of the Walloon public investment company, today announce a joint strategic investment of EUR 5 million each in mi2-factory, a start-up and spin-off from the University of Applied Sciences Jena, Germany. This investment secur...
- ING Helpdesk
- Guy Sips
- Hilde Van Boxstael
- Michiel Declercq
- Wim Hoste
- Wim Lewi
IBA announces Chief Financial Officer transition
IBA announces Chief Financial Officer transition Louvain-La-Neuve, Belgium, January 17, 2025 - IBA (Ion Beam Applications S.A., EURONEXT), the world leader in particle accelerator technology and the world’s leading provider of proton therapy solutions for the treatment of cancer, today announces that Soumya Chandramouli will be stepping down from her role as Chief Financial Officer (“CFO”), effective 31 January 2025. Henri de Romrée, Deputy CEO, will oversee the financial direction at Group level until a new CFO has been appointed. Thomas Pevenage, Finance Director, will continue to lead t...
IBA annonce une transition dans sa direction financière
IBA annonce une transition dans sa direction financière Louvain-La-Neuve, Belgique, le 17 janvier 2025 – IBA (Ion Beam Applications S.A., EURONEXT), leader mondial de la technologie des accélérateurs de particules et principal fournisseur de solutions de protonthérapie pour le traitement du cancer, annonce aujourd'hui que Soumya Chandramouli quittera sa fonction de Chief Financial Officer (CFO) à partir du 31 janvier 2025. Henri de Romrée, Deputy CEO, supervisera la direction financière du Groupe jusqu'à la nomination d'un nouveau CFO. Thomas Pevenage, Finance Director, continuera à se char...
- ING Helpdesk
Benelux Morning Notes
Aedifica: Development pipeline update. NN Group: Weaker Sol 2, Cap Gen on solid track though. Staffing: Hays' 2Q24/25 trading - slight beat, underlying weaker, 1H25 outlook below. Vonovia: Deutsche Wohnen disposal of nursing company Pflegen & Wohnen. WDP: New office in Paris. Zabka: Biedronka FY24 sales
- Hilde Van Boxstael
- Lynn Hautekeete
- Sharad Kumar S.P
- Wim Lewi
Ensuring the continuity of IBA's Entrepreneurial Anchoring
Ensuring the continuity of IBA's Entrepreneurial Anchoring Confirmation of the sale of IBA shares to Management Anchorage Louvain-la-Neuve, Belgium, 10 January 2025 - IBA (Ion Beam Applications SA), the world leader in particle accelerator technology, confirms that the sale by IBA of up to 633,000 IBA's shares to Management Anchorage, announced in its has been completed on 7 January 2025 at a price of 13.46 euros per share. This sale was carried out by mutual agreement, following the General Meeting of IBA shareholders held on 7 January 2025. Following the acquisition of the 633,000 IB...
Pérennisation de l’ancrage entrepreneurial d’IBA
Pérennisation de l’ancrage entrepreneurial d’IBA Confirmation de la cession d’actions IBA à Management Anchorage Louvain-la-Neuve, Belgique, le 10 janvier 2025 - IBA (Ion Beam Applications SA), le leader mondial de la technologie des accélérateurs de particules, confirme que la cession par IBA à Management Anchorage de maximum 633.000 actions IBA, annoncée dans , a été effectuée le 7 janvier 2025 à un prix de 13,46 euros par action. Cette cession a été effectuée de gré à gré, à la suite de l’Assemblée Générale des actionnaires d’IBA qui s’est tenue le 7 janvier dernier. Après l’acquisiti...
- 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
- Hilde Van Boxstael
- Wim Hoste
- Wim Lewi
IBA - Regulated Information
IBA - Regulated Information October 14, 2020, 17h45 Publication made under article 15 of the law of May 2, 2007 relating to the disclosure of major holdings in issuers whose shares are admitted to trading on a regulated market and containing various provisions (Belgian Gazette 12.VI.2007 ) (hereinafter, the “Law”) Under this provision: "[...] the issuer publishes the total capital, the total number of securities conferring the right to vote and voting rights, as well as, by category, the number of securities conferring the right to vote and voting rights vote, at the latest a...
IBA - Information réglementée
IBA - Information réglementée Publication effectuée en vertu de l’article 15 de la loi du 2 mai 2007 relative à la publicité des participations importantes dans des émetteurs dont les actions sont admises à la négociation sur un marché réglementé et portant des dispositions diverses (M.B. 12.VI.2007) (ci-après, la « Loi ») En vertu de cette disposition : « [...] l'émetteur publie le total du capital, le nombre total de titres conférant le droit de vote et de droits de vote, ainsi que, par catégorie, le nombre de titres conférant le droit de vote et de droits de vote, au plus tard à la fin...
Aedifica: 3 directors
Three Directors at Aedifica bought 2,214 shares at between 54.400EUR and 54.636EUR. The significance rating of the trade was 59/100. 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...
- Hilde Van Boxstael
- Jacob Mekhael
- Lynn Hautekeete
- Thomas Vranken
- Wim Hoste
- Wim Lewi
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