reports
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...
Ageas reports on the progress of share buy-back programme
Ageas reports on the progress of share buy-back programme Ageas reports on the progress of share buy-back programme Further to the initiation of the share buy-back programme announced on 28 August 2024, Ageas reports the purchase of 56,929 Ageas shares in the period from 05-05-2025 until 09-05-2025. DateNumber ofSharesTotal amount(EUR)Average price(EUR)Lowest price(EUR)Highest price(EUR)05-05-20258,090451,09255.7655.6555.9506-05-202510,445587,55456.2555.9556.5507-05-202516,470920,16655.8755.7056.3508-05-202512,470697,83655.9655.8056.1509-05-20259,454530,69756.1356.0556.25Total56,9293,187,...
Rapport d’Ageas sur le programme de rachat d’actions
Rapport d’Ageas sur le programme de rachat d’actions Rapport d’Ageas sur le programme de rachat d’actions Dans le cadre du programme de rachat d’actions annoncé le 28 août 2024, Ageas indique que 56.929 actions Ageas ont été achetées durant la période du 05-05-2025 au 09-05-2025. DateNombred’actionsMontant total(EUR)Cours moyen(EUR)Cours le plus bas (EUR)Cours le plus élevé (EUR)05-05-20258.090451.09255,7655,6555,9506-05-202510.445587.55456,2555,9556,5507-05-202516.470920.16655,8755,7056,3508-05-202512.470697.83655,9655,8056,1509-05-20259.454530.69756,1356,0556,25Total56.9293.187.34555,995...
Ageas rapporteert over de inkoop van eigen aandelen
Ageas rapporteert over de inkoop van eigen aandelen Ageas rapporteert over de inkoop van eigen aandelen Naar aanleiding van het aandelen-inkoopprogramma dat op 28 augustus 2024 aangekondigd werd, maakt Ageas bekend dat er 56.929 eigen aandelen ingekocht werden tussen 05-05-2025 en 09-05-2025. DatumAantalaandelenTotaal Bedrag(EUR)Gemiddelde koers(EUR)Laagste koers(EUR)Hoogste koers(EUR)05-05-20258.090451.09255,7655,6555,9506-05-202510.445587.55456,2555,9556,5507-05-202516.470920.16655,8755,7056,3508-05-202512.470697.83655,9655,8056,1509-05-20259.454530.69756,1356,0556,25Totaal56.9293.187.34...
- Dominic Rose
- Naresh Chouhan
MFN Drug Pricing - Impact and Implementation (Thematic, 5pgs)
Ahead of today’s signing of an Executive Order to introduce a Most Favoured Nation approach to drug pricing in the US, we show that net pricing in the EU is c.50% lower than in the US & which companies have most to lose from MFN. We also show that, in reality,
- 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...
- 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...
Ageas reports on the progress of share buy-back programme
Ageas reports on the progress of share buy-back programme Ageas reports on the progress of share buy-back programme Further to the initiation of the share buy-back programme announced on 28 August 2024, Ageas reports the purchase of 18,241 Ageas shares in the period from 28-04-2025 until 02-05-2025. DateNumber ofSharesTotal amount(EUR)Average price(EUR)Lowest price(EUR)Highest price(EUR)28-04-20254,620250,08054.1753.8554.6529-04-20254,566250,08854.8154.6055.0030-04-20254,542250,06355.0754.8555.2501-05-2025-----02-05-20254,513250,06655.4155.2555.60Total18,2411,000,29754.8453.8555.60 Since...
Rapport d’Ageas sur le programme de rachat d’actions
Rapport d’Ageas sur le programme de rachat d’actions Rapport d’Ageas sur le programme de rachat d’actions Dans le cadre du programme de rachat d’actions annoncé le 28 août 2024, Ageas indique que 18.241 actions Ageas ont été achetées durant la période du 28-04-2025 au 02-05-2025. DateNombred’actionsMontant total(EUR)Cours moyen(EUR)Cours le plus bas (EUR)Cours le plus élevé (EUR)28-04-20254.620250.08054,1753,8554,6529-04-20254.566250.08854,8154,6055,0030-04-20254.542250.06355,0754,8555,2501-05-2025-----02-05-20254.513250.06655,4155,2555,60Total18.2411.000.29754,8453,8555,60 Depuis le lance...
Rapport d’Ageas sur le programme de rachat d’actions
Rapport d’Ageas sur le programme de rachat d’actions Ageas rapporteert over de inkoop van eigen aandelen Naar aanleiding van het aandelen-inkoopprogramma dat op 28 augustus 2024 aangekondigd werd, maakt Ageas bekend dat er 18.241 eigen aandelen ingekocht werden tussen 28-04-2025 en 02-05-2025. DatumAantalaandelenTotaal Bedrag(EUR)Gemiddelde koers(EUR)Laagste koers(EUR)Hoogste koers(EUR)28-04-20254.620250.08054,1753,8554,6529-04-20254.566250.08854,8154,6055,0030-04-20254.542250.06355,0754,8555,2501-05-2025-----02-05-20254.513250.06655,4155,2555,60Totaal18.2411.000.29754,8453,8555,60 Vanaf d...
Novartis AG: 1 director
A director at Novartis AG sold 21,000 shares at 94.000CHF and the significance rating of the trade was 100/100. 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 two years clearly sh...
- 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
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