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Chaima Ferrandon ... (+3)
  • Chaima Ferrandon
  • Delphine Brault
  • Sven Edelfelt

ODDO : Focus on Construction: a bitter present (2024), a sweeter futur...

With the exception of the US, construction markets should continue to shrink in 2024 (-2% in Europe) before rebounding on the back of lower interest rates. Against this backdrop, groups will be differentiated mainly on the basis of their resilience (geographical and price/cost mix), capital allocation (and special situations) and valuation. In this context, we are upgrading our recommendations on KONE (modernisation as an alternative source of growth to China) and Holcim (a subst...

Chaima Ferrandon ... (+3)
  • Chaima Ferrandon
  • Delphine Brault
  • Sven Edelfelt

ODDO : Focus construction : un présent amer (2024), un futur plus doux...

Hormis les Etats-Unis, les marchés de la construction devraient continuer à reculer en 2024 (-2% en Europe) avant de rebondir à la faveur d’une baisse des taux. Dans ce contexte, la différenciation entre les groupes se fera essentiellement sur leur capacité de résistance (mix géographique et prix/ coûts), l’allocation du capital (et situations spéciales) et leur valorisation. Face à cet environnement, nous relevons nos recommandations sur KONE (la modernisation comme relais de la...

Chaima Ferrandon ... (+3)
  • Chaima Ferrandon
  • Delphine Brault
  • Sven Edelfelt

ODDO : Focus on Construction: a bitter present (2024), a sweeter futur...

With the exception of the US, construction markets should continue to shrink in 2024 (-2% in Europe) before rebounding on the back of lower interest rates. Against this backdrop, groups will be differentiated mainly on the basis of their resilience (geographical and price/cost mix), capital allocation (and special situations) and valuation. In this context, we are upgrading our recommendations on KONE (modernisation as an alternative source of growth to China) and Holcim (a subst...

Chaima Ferrandon ... (+3)
  • Chaima Ferrandon
  • Delphine Brault
  • Sven Edelfelt

ODDO : Focus construction : un présent amer (2024), un futur plus doux...

Hormis les Etats-Unis, les marchés de la construction devraient continuer à reculer en 2024 (-2% en Europe) avant de rebondir à la faveur d’une baisse des taux. Dans ce contexte, la différenciation entre les groupes se fera essentiellement sur leur capacité de résistance (mix géographique et prix/ coûts), l’allocation du capital (et situations spéciales) et leur valorisation. Face à cet environnement, nous relevons nos recommandations sur KONE (la modernisation comme relais de la...

Laura Roba
  • Laura Roba

IBA - Continued progress foreseen over '24

Post FY results and analyst meeting, we raised 24e and 25e revenue expectations by 3% and 2% respectively. REBIT is upped 16% in 24e and 3% in 25e. REBIT margin of 10% by 2026 is still envisaged, in line with guidance. We lowered working capital outflow as we were being too negative.Management reiterated during the analyst meeting that, although we will already see progress at PT level in '24, the real acceleration is only foreseen by '25 when they will start to deliver the Spanish con...

Marc Zwartsenburg ... (+2)
  • Marc Zwartsenburg
  • CEFA

ING Benelux Favourites/Weekly performance and valuation update

In this publication we update the performance of our ING Benelux Favourites list as well as all valuation and ranking tables for our coverage universe. Performance on the front page is dated from the 26 April 2023, while historical performance is included on the second page. The methodology for our favourites selection is based on a bottom-up approach with a focus on absolute performance with clear near-term triggers. It is a rolling list, ie, stocks can enter/exit whenever we think opportune.

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Avantium: Under starter's orders. D'Ieteren: US Belron peer Boyd has slight operating miss, warns on 1Q24. Ebusco: Preview - no sooner said than done. Euronav: One-off dividend announced. IBA: Much better ‘Other accelerators' REBIT, no guidance yet on 2024

Hilde Van Boxstael ... (+6)
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Kristof Samoy
  • Michiel Declercq
  • Thomas Vranken
  • Wim Lewi
 PRESS RELEASE

IBA Reports Full Year 2023 Results

IBA Reports Full Year 2023 Results GROUP REVENUES UP 18.7% WITH OTHER ACCELERATORS UP 51.1% REBIT POSITIVE FOR FY23 WITH OTHER ACCELERATORS REBIT ALMOST QUADRUPLING MEDIUM TERM GUIDANCE REITERATED Louvain-la-Neuve, Belgium, 21 March 2024 - IBA (Ion Beam Applications S.A), the world leader in particle accelerator technology, today announces its consolidated results for the 2023 financial year. (EUR 000)FY 2023FY 2022VarianceVariance %Total Net Sales428 717361 27067 44718.7%  Proton Therapy229 065                                            218 76110 3044.7%  Other Accelerators133 742  ...

 PRESS RELEASE

IBA publie ses résultats annuels pour 2023

IBA publie ses résultats annuels pour 2023 REVENUS DU GROUPE EN HAUSSE DE 18,7% AUTRES ACCÉLÉRATEURS EN HAUSSE DE 51,1% REBIT POSITIF POUR L’EXERCICE 2023 REBIT AUTRES ACCÉLERATEURS PRESQUE QUADRUPLÉ PRÉVISIONS À MOYEN-TERME RÉITÉRÉES Louvain-La-Neuve, Belgique, jeudi 21 mars 2024 - IBA (Ion Beam Applications S.A.), le leader mondial de la technologie d’accélération de particules, annonce ce jour ses résultats consolidés pour l’exercice 2023. (EUR 000)​Exercice 2023​Exercice 2022​VariationVariation %Total ventes et prestations428 717361 27067 44718,7%Protonthérapie ​(PT)229 065218 76...

Laura Roba
  • Laura Roba

IBA - FY23 beat expectations but PT remains weak

FY23 results beat expectations. Remember that we were banking on a catch up in H2 with an expected REBIT of EUR 17m. IBA reported instead EUR 26.7m REBIT in H2. The later was however mainly driven by OA and Dosimetry with PT disappointing due to delay in backlog conversion, lower margin project mix and investments to ramp up production of the 10PT systems to be installed in Spain. Industrial solutions had an excellent year, supported by excellent margins.Progress is foreseen to continue in 2024e...

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Ackermans & van Haaren: Delen acquires Box Consultants, doubles AuM in Netherlands. IBA: 2H23 preview. IMCD: Another step in Latin America. Staffing: Dutch period 2 - Feb 24 volume, revenue trends weaker on tougher comps

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Euronav: Many shares offered, limited liquidity remains. Fagron: Dutch compounder Ceban acquired by Medios. IBA: Contract to install a Be-Efficient irradiation solution in Germany

Guy Sips ... (+5)
  • Guy Sips
  • Jacob Mekhael
  • Kristof Samoy
  • Michiel Declercq
  • Thomas Vranken
 PRESS RELEASE

IBA signs contract to install a Be-Efficient irradiation solution in G...

IBA signs contract to install a Be-Efficient irradiation solution in Germany Louvain-la-Neuve, Belgium, March 19, 2024 –  (Ion Beam Applications S.A., EURONEXT), the world leader in particle accelerator technology and electron beam and X-ray solutions for industrial irradiation, announced today it has signed a contract for the installation of a Be-Efficient electron beam irradiation solution equipped with two Rhodotron® accelerators in Germany. This Be-Efficient electron beam solution includes two Rhodotron® accelerators, a Beagle® production line control system and a Building Safety Syste...

 PRESS RELEASE

IBA signe un contrat pour l'installation d'une solution d'irradiation ...

IBA signe un contrat pour l'installation d'une solution d'irradiation Be-Efficient en Allemagne Louvain-la-Neuve, Belgique, le 19 mars 2024 - IBA (Ion Beam Applications S.A.), le leader mondial des technologies d’accélération de particules et des solutions d'irradiation industrielle par faisceau d'électrons et rayons X, a annoncé aujourd'hui la signature d'un contrat pour l'installation d'une solution d'irradiation par faisceau d'électrons Be-Efficient équipée de deux accélérateurs Rhodotron® en Allemagne. Cette solution à faisceau d'électrons Be-Efficient comprend deux accélérateurs Rhodo...

Luuk Van Beek
  • Luuk Van Beek

Aalberts - New impetus for success formula

2023 confirms resilient performanceThe Aalberts performance in 2023 gives confidence that the company can show resilient results, despite headwind in the buildings segment. Thanks to ongoing growth in industrial markets, organic revenues and margins should be quite stable in 2024 and return to growth in 2025. We expect new CEO Stéphane Simonetta to resume the acquisition strategy, and launch new operational excellence initiatives based on his experience at previous companies. Upgrade from Hold t...

Fugro N.V.: 5 directors

Five Directors at Fugro N.V. sold/sold after exercising options 34,436 shares at between 20.700EUR and 20.870EUR. The significance rating of the trade was 51/100. 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 com...

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

AB InBev: Smoked steak. Basic-Fit: FY23 results in line; small beat on members, FY24 outlook touch below. Greenyard: New share buyback programme for up to 1.2m shares. Kinepolis: Peer Cineplex February box office revenue at 67% of 2019 level

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