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ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Aalberts: highlights ING Benelux Conference Brussels 2024, Ackermans & Van Haaren: Highlights ING Benelux Conference Brussels,Ackermans & Van Haaren: Strong operational performance of underlying companies and guidance fine-tuned upwards, AMG: Highlights ING Benelux Conference Brussels, Aperam: Highlights ING Benelux Conference Brussels, Arcadis: Highlights ING Benelux conference, Azelis: Highlights ING Benelux Conference Brussels, Bekaert: Guidance cut and €200m buyback as sweetener, CFE: No new...

Euronext N.V.: 3 directors

A director at Euronext N.V. sold after exercising options 431 shares at 102.210EUR and the significance rating of the trade was 24/100. 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 l...

Roy Külter ... (+2)
  • Roy Külter
  • Steven Boumans

Xior Student Housing : From leverage constraints to growth gains, a po...

>Positive tone on Capital Markets Day - Last week Xior showcased its Basecamp portfolio in Copenhagen (Denmark) and Malmo (Sweden) during its Capital Markets Day. The company is close to solving its leverage issues, while issues pressuring the share price in 2022 and 2023 have been resolved. Highlights to us were the strong visibility on future like-for-like growth and the quality of its Basecamp product. We think the Xior platform is one of the best growth platforms...

Martin Marandon-Carlhian ... (+3)
  • Martin Marandon-Carlhian
  • Stephane Houri
  • Steven Boumans

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 11/13/2024

We maintain our Outperform rating on CaixaBank, one of our Top Picks in the sector, with a higher target of € 7.2 vs € 6.7 and ahead of the CMD on 19 November. We are lifting our net income estimates by 7% for 2025-2026, to 7% above the consensus. The strategic update is set to highlight the wisdom of the business model diversification (long-term savings) to address the current transition phase on rates. Despite a solid market performance, the profile does not look to be fully reflec...

Martin Marandon-Carlhian ... (+3)
  • Martin Marandon-Carlhian
  • Stephane Houri
  • Steven Boumans

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 13/11/2024

Nous réitérons notre opinion Surperformance sur CaixaBank, l’un de nos top picks du secteur, avec un OC porté à 7.2 € vs 6.7 € et en amont du CMD du 19/11. Nous relevons nos anticipations de RN de 7% sur 2025/2026 qui ressortent 7% supérieures au consensus. L’update stratégique devrait mettre en avant la pertinence de la diversification du business model (épargne LT) face à la transition actuelle sur les taux. Malgré un solide parcours boursier, cela n’est pas pleinement reflété dans ...

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

ABN AMRO: 3Q strong as expected, SBB decision moved out to 1H25. IMCD: Successful ABB. Just Eat Takeaway.com: So long, GrubHub. Universal Music Group: Spotify 3Q24 results guidance beat on margins and subscribers

Florent Laroche-Joubert ... (+3)
  • Florent Laroche-Joubert
  • Roy Külter
  • Steven Boumans

ODDO : Spain: the PSOE and SUMAR looking to abolish the SOCIMI regime

>PSOE and Sumar spring a surprise in seeking to suddenly abolish the SOCIMI regime - On Monday 11 November, the PSOE reached a tax agreement with its Spanish government ally, “Sumar”, whereby the two parties want to abolish the SOCIMI REIT regime or at least part of its tax advantages. This sudden stance, which surprised Spanish property professionals, is thus different from the position that was presented just last week, namely to “encourage the construction of affor...

Jacob Mekhael ... (+5)
  • Jacob Mekhael
  • Michiel Declercq
  • Thibault Leneeuw
  • Thomas Couvreur
  • Wim Lewi
Florent Laroche-Joubert ... (+3)
  • Florent Laroche-Joubert
  • Roy Külter
  • Steven Boumans

ODDO : Espagne : le PSOE et SUMAR souhaiteraient abolir le régime SOCI...

>PSOE et Sumar créent la surprise en voulant supprimer soudainement le régime SOCIMI - Ce lundi 11 novembre, le PSOE sont parvenus à un accord fiscal avec son allié au gouvernement espagnol, « Sumar », par lequel les deux partis veulent supprimer le régime SOCIMI ou au moins une partie de ses avantages fiscaux. Cette prise de position soudaine qui a crée la surprise auprès des professionnels de l’immobilier espagnol, diffère ainsi de la position qui était encore mise ...

Lynn Hautekeete
  • Lynn Hautekeete

Risk of SOCIMI abolishment Fear of the SOCIMI abolishment stresses Eur...

Yesterday Spanish media reported on the potential abolishment of the SOCIMI status. The proposal comes from PSOE (socialists) and Sumar (Left winged). This is the REIT regime for listed companies that alows for a tax exemption. If this is the case corporate income tax would increase from 0% to 25%. It is very important to note that this measure is not yet approved. There is no visiblity yet on a potential alternative system. Additionally, measurements (cost shifts) could be taken to decrease the...

 PRESS RELEASE

IMCD N.V. successfully raises EUR 300 million through an accelerated b...

IMCD N.V. successfully raises EUR 300 million through an accelerated bookbuild offering of new shares NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION, DIRECTLY OR INDIRECTLY, IN WHOLE OR IN PART, INTO OR IN THE UNITED STATES, CANADA, AUSTRALIA, JAPAN, SOUTH AFRICA OR ANY OTHER JURISDICTION IN WHICH OFFERS OR SALES WOULD BE PROHIBITED BY APPLICABLE LAW. THIS ANNOUNCEMENT DOES NOT CONSTITUTE OR FORM AN OFFER OF SECURITIES IN THE UNITED STATES, CANADA, AUSTRALIA, JAPAN, SOUTH AFRICA OR ANY OTHER JURISDICTION.PLEASE SEE THE IMPORTANT NOTICE AT THE END OF THIS ANNOUNCEMENT.ROTTERDAM, The Netherland...

 PRESS RELEASE

IMCD N.V. LAUNCHES A CAPITAL RAISE OF EUR 300 MILLION TO INCREASE FINA...

IMCD N.V. LAUNCHES A CAPITAL RAISE OF EUR 300 MILLION TO INCREASE FINANCIAL FLEXIBILITY NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION, DIRECTLY OR INDIRECTLY, IN WHOLE OR IN PART, INTO OR IN THE UNITED STATES, CANADA, AUSTRALIA, JAPAN, SOUTH AFRICA OR ANY OTHER JURISDICTION IN WHICH OFFERS OR SALES WOULD BE PROHIBITED BY APPLICABLE LAW. THIS ANNOUNCEMENT DOES NOT CONSTITUTE OR FORM AN OFFER OF SECURITIES IN THE UNITED STATES, CANADA, AUSTRALIA, JAPAN, SOUTH AFRICA OR ANY OTHER JURISDICTION.PLEASE SEE THE IMPORTANT NOTICE AT THE END OF THIS ANNOUNCEMENT. ROTTERDAM, The Netherlands (12 Novembe...

Julian Dobrovolschi
  • Julian Dobrovolschi

Euronext : CMD feedback – underpromise, overdeliver, repeat

>Conclusion - ENX aims to accelerate organic revenue growth to >5% CAGR from 2023 to 2027, while maintaining high profitability and enhancing innovation and integration. Management is confident in surpassing the lower bound of its targets, and the company will continue to underpromise and over-deliver. ENX will remain razor focused on capital creation and shareholder returns. The new capital allocation policy has been improved by adding another layer of flexibility (i...

Francesca Ferragina
  • Francesca Ferragina

Xior Student Housing/A focus on growth/BUY

Xior organised interesting Capital Market Days in Copenhagen and Malmo this week. We had the chance to visit 3 assets (part of the Basecamp deal). Various presentations focused on 9M results, the Danish market and the student housing market in general. The current strategy focus in on internal growth, via price management. With a significant shortage of housing in the market and inelastic demand, we think organic growth will continue to be robust in 2025. There is a generally positive attitude t...

 PRESS RELEASE

Euronext announces volumes for October 2024     

Euronext announces volumes for October 2024      Euronext announces volumes for October 2024         Amsterdam, Brussels, Dublin, Lisbon, Milan, Oslo and Paris – 8 November 2024 – Euronext today announced trading volumes for October 2024. Monthly and historical volume tables are available at this address: CONTACTS   ANALYSTS & INVESTORS – Investor Relations   Aurélie Cohen         17          Judith Stein         97           MEDIA –   Europe         Aurélie Cohen          45            Andrea Monzani          13  Belgium        M...

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