reports
- Pierre FerraguÊ
Bible 1Q25 - Smartphones: 2025 weak and front-loaded? Rest of the year...
Dear all, Today, we are publishing the Smartphones section of our 27th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on Automotive, Memory, Hyperscale & Cloud, Telecom Equipment, Industrials, PCs, Enterprise IT, Ride sharing & Delivery, Foundry, and Semicap Equ...
Aalberts NV: 2 directors
Two Directors at Aalberts NV bought 7,500 shares at between 30.940EUR and 31.100EUR. The significance rating of the trade was 55/100. 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 las...
Aalberts reports the progress of its share buyback programme 05 May – ...
Aalberts reports the progress of its share buyback programme 05 May – 09 May 2025 Aalberts today reports that it has repurchased 141,063 of its own shares in the period from 05 May 2025, up to and including 09 May 2025, for an amount of EUR 4,056,005.58, so at an average share price of EUR 28.75. This is part of the share buyback programme as announced on 27 February 2025, for a total amount of EUR 75 million. The repurchase of shares commenced on 28 February 2025 and will be completed no later than 24 October 2025. It is intended that the shares will be cancelled following repurchase. Up...
Information Relating to the Total Number Ofvoting Rights and Shares Fo...
Information Relating to the Total Number Ofvoting Rights and Shares Forming the Share Capital Bernin, on May 9, 2025 INFORMATION RELATING TO THE TOTAL NUMBER OF VOTING RIGHTS AND SHARES FORMING THE SHARE CAPITAL (Article L. 233-8 II of the French Commercial Code and article 223-16 of the General Regulation of the French financial markets authority (AMF)) Corporate name and address of the company: SOITECParc Technologique des Fontaines - Chemin des Franques 38190 Bernin (FRANCE) Statement date Total number of shares forming the share capital Total number of vot...
INFORMATION RELATIVE AU NOMBRE TOTAL DE DROITS DE VOTE ET D’ACTIONS CO...
INFORMATION RELATIVE AU NOMBRE TOTAL DE DROITS DE VOTE ET D’ACTIONS COMPOSANT LE CAPITAL SOCIAL Fait à Bernin, le 9 mai 2025 INFORMATION RELATIVE AU NOMBRE TOTAL DE DROITS DE VOTE ET D’ACTIONS COMPOSANT LE CAPITAL SOCIAL (Article L. 233-8 II du Code du commerce et article 223-16 du Règlement Général de l’Autorité des Marchés Financiers) Dénomination sociale et adresse de la société : SOITEC Parc Technologique des Fontaines - Chemin des Franques 38190 Bernin Date d’arrêté des informations Nombre d’actions composant le capital social Nombre total de d...
- ING Helpdesk
Benelux Morning Notes
Aedifica, Cofinimmo: Aedifica CMD feedback bpost: 1Q25 results beat strongly, outlook surprises Brunel: 1Q25 results disappoint on perm, weak revenue Cofinimmo, Aedifica: Negative reaction on Aedifica offer Eurocommercial Properties: Good with no surprise Montea: Good results, guidance reconfirmed Proximus: Small 1Q beat, guidance reiterated, soft commercial performance Sif Group: The jury is still out Talabat: Preview 1Q25 Universal Music Group: Peer Warner Music slowdown in streaming and prof...
GBLB GROUPE BRUXELLES LAMBERT SA
PNL POSTNL NV
COFB COFINIMMO SA
MONT MONTEA SCA
AED AEDIFICA SA
AALB AALBERTS N.V.
BPOST BPOST SA
BRNL BRUNEL INTERNATIONAL N.V.
VGP VGP NV
SIFG SIF HOLDING NV
UMG UNIVERSAL MUSIC GROUP NV
ECMPA EUROCOMMERCIAL PROPERTIES NV
CTPNV CTP NV
TALABAT TALABAT HOLDING PLC
- Tijs Hollestelle
Aalberts/True pessimists do not write novels/BUY
Although Aalberts' 1Q25 results are broadly in line with expectations, we cut our FY25F EPS estimates by 8%, expecting trade war uncertainties to impact global GDP growth negatively in 2025. Aalberts' predominantly local-for-local business is not impacted directly by the tariffs, but the diversified business exposure is likely to be hit by indirect effects from the tariffs on the broader global economy. We now aim for -1.9% organic growth (was 0%) and FY25F EBITDA of €586.1m (was €615.2m). Aalbe...
- Olfa Taamallah
- Yan Derocles
MT ARCELORMITTAL SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
LEI LEIFHEIT AG
ARYN ARYZTA AG
SCR SCOR SE
SZG SALZGITTER AG
LXS LANXESS AG
VOE VOESTALPINE AG
ACX ACERINOX SA
BAMNB KONINKLIJKE BAM GROEP NV
SOLB SOLVAY SA
ERA ERAMET SA
LNZ LENZING AG
COR CORTICEIRA AMORIM SGPS SA
NDA AURUBIS AG
CIE CIE AUTOMOTIVE S.A.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
SSO SCATEC ASA
POST OSTERREICHISCHE POST AG
GCO GRUPO CATALANA OCCIDENTE S.A.
SMHN SUESS MICROTEC AG
DIC DIC ASSET AG
RIO RIO TINTO PLC
BHP BHP GROUP LTD
AMAG AMAG AUSTRIA METALL AG
INS INSTONE REAL ESTATE GROUP AG
HAG HENSOLDT AG
SFQ SAF-HOLLAND SE
AERO MONTANA AEROSPACE AG
YOU ABOUT YOU HLDG AG
CTPNV CTP NV
ADTN ADTRAN HOLDINGS INC
ACAG AUSTRIACARD HOLDINGS AG
SHA SCHAEFFLER AG
- Olfa Taamallah
- Yan Derocles
MT ARCELORMITTAL SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
LEI LEIFHEIT AG
ARYN ARYZTA AG
SCR SCOR SE
SZG SALZGITTER AG
LXS LANXESS AG
VOE VOESTALPINE AG
ACX ACERINOX SA
BAMNB KONINKLIJKE BAM GROEP NV
SOLB SOLVAY SA
ERA ERAMET SA
LNZ LENZING AG
COR CORTICEIRA AMORIM SGPS SA
NDA AURUBIS AG
CIE CIE AUTOMOTIVE S.A.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
SSO SCATEC ASA
POST OSTERREICHISCHE POST AG
GCO GRUPO CATALANA OCCIDENTE S.A.
SMHN SUESS MICROTEC AG
DIC DIC ASSET AG
RIO RIO TINTO PLC
BHP BHP GROUP LTD
AMAG AMAG AUSTRIA METALL AG
INS INSTONE REAL ESTATE GROUP AG
HAG HENSOLDT AG
SFQ SAF-HOLLAND SE
AERO MONTANA AEROSPACE AG
YOU ABOUT YOU HLDG AG
ADTN ADTRAN HOLDINGS INC
ACAG AUSTRIACARD HOLDINGS AG
SHA SCHAEFFLER AG
- Martijn Den Drijver
- ING Helpdesk
Benelux Morning Notes
AB InBev: Strong brew. Adecco: 1Q25 beats on timing of JV income; 2Q25 outlook momentum positive. Alfen: Preview - 1Q25 should arrive in line. AMG: Strong 1Q25 EBITDA beat, guidance raised. BAM Group: Non-residential backs EBITDA increase. CTP: Strong results combined with strong message on demand dynamics. JDE Peet's: Jumping Beans. Kinepolis: Peer AMC 1Q25 results - revenues per visitor more subdued. Prosus: CEO letter highlights strong profit growth in 2026. Proximus: CpaaS ...
- Guy Sips
- Kristof Samoy
- Michiel Declercq
- Thibault Leneeuw
- Thomas Couvreur
- Wim Lewi
- Kristof Samoy
Aalberts Tariff Storm Amply Priced In
In this update, we revisit our scenario incorporating Aalberts' 1Q25 trading update and the acquisition of Paulo Products. During 1Q, organic revenue declined by 3.3%, in line with prior guidance calling for a mid-single-digit contraction. Adjusted EBITA came in at €106m, representing a margin of 13.6%, down from 14.2% in 1Q24. The company refrained from reaffirming its full-year 2025 guidance, initially issued in late February, citing increased uncertainty stemming from tariffs and trade policy...
Aalberts reports the progress of its share buyback programme 28 April...
Aalberts reports the progress of its share buyback programme 28 April – 02 May 2025 Utrecht, 6 May 2025 Aalberts today reports that it has repurchased 8,456 of its own shares in the period from 28 April 2025, up to and including 02 May 2025, for an amount of EUR 243,288.56, so at an average share price of EUR 28.77. This is part of the share buyback programme as announced on 27 February 2025, for a total amount of EUR 75 million. The repurchase of shares commenced on 28 February 2025 and will be completed no later than 24 October 2025. It is intended that the shares will be cancelled fol...
- Jean Danjou
- Oliver Metzger
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
SOP SOPRA STERIA GROUP SA
LI KLEPIERRE SA
COV COVIVIO SA
GFC GECINA SA
NXI NEXITY SA CLASS A
RCO REMY COINTREAU SA
FLY SOCIETE FONCIERE LYONNAISE SA
TFI TELEVISION FRANCAISE 1 SA
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
ASY ASSYSTEM SA
WHA WERELDHAVE N.V.
SRP SRP GROUPE SA
BLND BRITISH LAND COMPANY PLC
NRG NRJ GROUP SA
KOF KAUFMAN & BROAD SA
ALTA ALTAREA SCA
VNA VONOVIA SE
EBRO EBRO FOODS SA
ENI ENI S.P.A.
XIOR XIOR STUDENT HOUSING N.V.
GN GN STORE NORD A/S
ICAD ICADE SA
REP REPSOL SA
BYG BIG YELLOW GROUP PLC
GLB GLANBIA PLC
COFB COFINIMMO SA
FIE FIELMANN AG
SOC SUBSEA 7 S.A.
AIXA AIXTRON SE
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
AALB AALBERTS N.V.
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
CPINV CARE PROPERTY INVEST SA
SAFE SAFESTORE HOLDINGS PLC
ARG ARGAN SA
VGP VGP NV
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
DKG DEUTSCHE KONSUM REIT-AG
BP. BP P.L.C.
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
BFSA BEFESA 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
FSNT FASHIONETTE AG
WDP WAREHOUSES DE PAUW SCA
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
TE TECHNIP ENERGIES NV
ECMPA EUROCOMMERCIAL PROPERTIES NV
CTPNV CTP NV
SHEL SHELL PLC
ONE ONE UNITED PROPERTIES SA
SHUR SHURGARD SELF STORAGE LIMITED
R3NK RENK GROUP AG
LANV PRIMAVERA CAP ACQUISITION CORP
FERGR FERRARI GROUP PUBLIC LIMITED COMPANY
- Kristof Samoy
Aalberts 1Q25 in line with CSS – outlook uncertain
Over 1Q25 Aalberts' topline came in as expected declining 3.3% in line with the issued 1Q guidance calling for a mid single organic revenue decline. Adjusted EBITA landed at €106m (vs. our €115mE and CSS of € 108mE). Overall EBITA margin of 13.6% (vs. 14% CSS, 14.2% KBCe) was down from 14.2% in 1Q24. Gross margin was said to be at a good level, which based on historical track record should thus hover around our estimated 62-63%. Company is not formally reiterating FY25 guidance issued last Febru...
- ING Helpdesk
- Hilde Van Boxstael
- Kristof Samoy
- Michiel Declercq
- Thomas Couvreur
- Wim Lewi
Aalberts N.V.: Aalberts reports first quarter 2025 results
Aalberts N.V.: Aalberts reports first quarter 2025 results Utrecht, 2 May 2025 Aalberts reports first quarter 2025 resultsIn the first quarter Aalberts realised EUR 778.3 million revenue, which translates into 3.3% organic revenue decline compared to the first quarter of last year. We realised EUR 105.7 million EBITA or 13.6% EBITA margin. In challenging market environments, we continued our focus on cost out and inventory optimisation initiatives. The added value margin remained on a good level. Thanks to our local footprint, supply chain and pricing excellence, we did not see a materia...
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