View 
FILTERS (0)
* Not connected to ResearchPool

MORE FILTERS

  
reports
Guy Sips ... (+5)
  • Guy Sips
  • Hilde Van Boxstael
  • Lynn Hautekeete
  • Thomas Couvreur
  • Wim Lewi
Wim Lewi
  • Wim Lewi

Montea Good things come to those who wait (for the big boxes)

Yesterday, Montea reported results that had an initial negative market reaction. After the call, the management and chairman Dirk De Pauw were available for a sit-down lunch to give more colour. The Q&A session centered on the pace of the development pipeline. Montea removed its project table as it believes it hurts their negotiating capacity. Now, it just reports an expected GLA of 236k sqm that will be completed over the next 2 years. The reason why it takes longer to develop the landbank is a...

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Company comments AB InBev: Little to disappoint Adyen: 2H25 results – mixed results, soft guidance CVC Capital Partners: Executing well dsm-firmenich: Messy results Fagron: Beat on all lines, confident FY26 outlook to drive c.5% consensus EBITDA upgrade Flow Traders: EMEA saves the day KBC: Good results, opening up “jaws” further to 2028 Kinepolis: Canadian peer Cineplex 4Q25 results below consensus, January 2026 box office revenue up MICC: FX headwind leads to a 50bp margin miss in FY25 Montea:...

Hilde Van Boxstael ... (+8)
  • Hilde Van Boxstael
  • Kristof Samoy
  • Lynn Hautekeete
  • Michiel Declercq
  • Thibault Leneeuw
  • Thomas Couvreur
  • Wim Hoste
  • Wim Lewi

Morning Notes : ABI BB, ADYEN NA, DSFIR NA, FAGR BB, FLOW NA, NEXTA BB...

: ABI BB, ADYEN NA, DSFIR NA, FAGR BB, FLOW NA, NEXTA BB, MONT BB, NN NA, ONTEX BB, SIP BB, WDP BB, NXFIL NA

Wim Lewi
  • Wim Lewi

Montea FY25 Results in line with guidance

Montea reported FY25 results in line with its guidance. EPRA earnings grew 18% to €112.8m and EPRA EPS +8% at €4.90 vs. €5.00 expected(KBCS). Net rental income grew 21% yoy, driven by the NL Intergamma completion to €139.8m. We anticipated a higher NRI of 143.3m, mainly driven by more acquisitions. The portfolio maintained a high occupancy of 99.8% and achieved like-for-like rental growth of 3.2% (2.9% indexing). The cost of debt declined to 2.1% vs. 2.3% FY24. Montea's financial position remain...

Martijn Den Drijver
  • Martijn Den Drijver
Roy Külter ... (+2)
  • Roy Külter
  • Steven Boumans
Loading...
New interest

Save your current filters as a new Interest

Please enter a name for this interest

Email alerts

Would you like to receive real-time email alerts when a new report is published under this interest?

Save This Search

These search results will show up under 'Saved searches' in the left panel

Please enter a name for this saved search

ResearchPool Subscriptions

Get the most out of your insights

Get in touch