reports
- Stephane Houri
IFX INFINEON TECHNOLOGIES AG
AC ACCOR SA
ENX EURONEXT NV
EDEN EDENRED SA
WCH WACKER CHEMIE AG
MT ARCELORMITTAL SA
BVI BUREAU VERITAS SA
ADP AEROPORTS DE PARIS SA
NK IMERYS SA
BN DANONE SA
RNO RENAULT SA
G1A GEA GROUP AG
APAML APERAM SA
ORA ORANGE SA
EO FAURECIA SA
VAC PIERRE & VACANCES SA
HO THALES SA
GTT GAZTRANSPORT & TECHNIGAZ SA
IDL ID LOGISTICS GROUP
GBF BILFINGER SE
TFI TELEVISION FRANCAISE 1 SA
AFX CARL ZEISS MEDITEC AG
RHM RHEINMETALL AG
BLC BASTIDE LE CONFORT MEDICAL SA
TEP TELEPERFORMANCE SE
SWP SWORD GROUP SE
ITRK INTERTEK GROUP PLC
AUB AUBAY SA
VETO VETOQUINOL SA
MRN MERSEN SA
LSS LECTRA SA
JCQ JACQUET METALS SA
GLO GL EVENTS SA
RF EURAZEO SA
CDA COMPAGNIE DES ALPES SA
HOT HOCHTIEF AG
ELG ELMOS SEMICONDUCTOR SE
RAND RANDSTAD NV
ACX ACERINOX SA
EBRO EBRO FOODS SA
TRI TRIGANO SA
A1XA4J CARBIOS SA
ELE ENDESA S.A.
RWE RWE AG
HEI HEIDELBERGCEMENT AG
NEX NEXANS SA
ELIS ELIS SA
FIE FIELMANN AG
AIXA AIXTRON SE
NDA AURUBIS AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
SESL SES-IMAGOTAG SA
CIE CIE AUTOMOTIVE S.A.
AALB AALBERTS N.V.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
AMS AMADEUS IT GROUP SA CLASS A
EVK EVONIK INDUSTRIES AG
EDR EDREAMS ODIGEO SA
WAF SILTRONIC AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
NVG NAVIGATOR COMPANY SA
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
IBE IBERDROLA SA
VLTSA VOLTALIA
SPIE SPIE SA
MEL MELIA HOTELS INTERNATIONAL S.A.
IDR INDRA SISTEMAS S.A. CLASS A
AD KONINKLIJKE AHOLD DELHAIZE N.V.
FTG111 FLATEXDEGIRO AG
DUE DURR AG
BFSA BEFESA SA
REY REPLY S.P.A.
TFF TFF GROUP
VOD VODAFONE GROUP PLC
VOS VOSSLOH AG
GEST GESTAMP AUTOMOCION S.A.
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
WOLF SOCIETE LDC SOCIETE ANONYME
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
RBO ROCHE BOBOIS INTERNATIONAL SAS
KBX KNORR-BREMSE AG
THEP THERMADOR HOLDING SA
VK VALLOUREC SA
TE TECHNIP ENERGIES NV
YOU ABOUT YOU HLDG AG
ALLFG ALLFUNDS (UK) LTD
DTG DAIMLER TRUCK
WAGA WAGA ENERGY SA
SPAC 468 SPAC I SE
IOS IONOS GROUP SE
DSFIR KONINKLIJKE DSM N.V.
R3NK RENK GROUP AG
SYENS SYENSQO
PLX PLUXEE NV
PLNW PLANISWARE
- Stephane Houri
IFX INFINEON TECHNOLOGIES AG
AC ACCOR SA
ENX EURONEXT NV
EDEN EDENRED SA
WCH WACKER CHEMIE AG
MT ARCELORMITTAL SA
BVI BUREAU VERITAS SA
ADP AEROPORTS DE PARIS SA
NK IMERYS SA
BN DANONE SA
RNO RENAULT SA
G1A GEA GROUP AG
APAML APERAM SA
ORA ORANGE SA
EO FAURECIA SA
VAC PIERRE & VACANCES SA
HO THALES SA
GTT GAZTRANSPORT & TECHNIGAZ SA
IDL ID LOGISTICS GROUP
GBF BILFINGER SE
TFI TELEVISION FRANCAISE 1 SA
AFX CARL ZEISS MEDITEC AG
RHM RHEINMETALL AG
BLC BASTIDE LE CONFORT MEDICAL SA
TEP TELEPERFORMANCE SE
SWP SWORD GROUP SE
ITRK INTERTEK GROUP PLC
AUB AUBAY SA
VETO VETOQUINOL SA
MRN MERSEN SA
LSS LECTRA SA
JCQ JACQUET METALS SA
GLO GL EVENTS SA
RF EURAZEO SA
CDA COMPAGNIE DES ALPES SA
HOT HOCHTIEF AG
ELG ELMOS SEMICONDUCTOR SE
RAND RANDSTAD NV
ACX ACERINOX SA
EBRO EBRO FOODS SA
TRI TRIGANO SA
A1XA4J CARBIOS SA
ELE ENDESA S.A.
RWE RWE AG
HEI HEIDELBERGCEMENT AG
NEX NEXANS SA
ELIS ELIS SA
FIE FIELMANN AG
AIXA AIXTRON SE
NDA AURUBIS AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
SESL SES-IMAGOTAG SA
CIE CIE AUTOMOTIVE S.A.
AALB AALBERTS N.V.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
AMS AMADEUS IT GROUP SA CLASS A
EVK EVONIK INDUSTRIES AG
EDR EDREAMS ODIGEO SA
WAF SILTRONIC AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
NVG NAVIGATOR COMPANY SA
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
IBE IBERDROLA SA
VLTSA VOLTALIA
SPIE SPIE SA
MEL MELIA HOTELS INTERNATIONAL S.A.
IDR INDRA SISTEMAS S.A. CLASS A
AD KONINKLIJKE AHOLD DELHAIZE N.V.
FTG111 FLATEXDEGIRO AG
DUE DURR AG
BFSA BEFESA SA
REY REPLY S.P.A.
TFF TFF GROUP
VOD VODAFONE GROUP PLC
VOS VOSSLOH AG
GEST GESTAMP AUTOMOCION S.A.
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
WOLF SOCIETE LDC SOCIETE ANONYME
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
RBO ROCHE BOBOIS INTERNATIONAL SAS
KBX KNORR-BREMSE AG
THEP THERMADOR HOLDING SA
VK VALLOUREC SA
TE TECHNIP ENERGIES NV
ALLFG ALLFUNDS (UK) LTD
DTG DAIMLER TRUCK
WAGA WAGA ENERGY SA
SPAC 468 SPAC I SE
IOS IONOS GROUP SE
DSFIR KONINKLIJKE DSM N.V.
R3NK RENK GROUP AG
SYENS SYENSQO
PLX PLUXEE NV
PLNW PLANISWARE
- Stephane Houri
IFX INFINEON TECHNOLOGIES AG
AC ACCOR SA
ENX EURONEXT NV
EDEN EDENRED SA
WCH WACKER CHEMIE AG
MT ARCELORMITTAL SA
BVI BUREAU VERITAS SA
ADP AEROPORTS DE PARIS SA
NK IMERYS SA
BN DANONE SA
RNO RENAULT SA
G1A GEA GROUP AG
APAML APERAM SA
ORA ORANGE SA
EO FAURECIA SA
VAC PIERRE & VACANCES SA
HO THALES SA
GTT GAZTRANSPORT & TECHNIGAZ SA
IDL ID LOGISTICS GROUP
GBF BILFINGER SE
TFI TELEVISION FRANCAISE 1 SA
AFX CARL ZEISS MEDITEC AG
RHM RHEINMETALL AG
BLC BASTIDE LE CONFORT MEDICAL SA
TEP TELEPERFORMANCE SE
SWP SWORD GROUP SE
ITRK INTERTEK GROUP PLC
AUB AUBAY SA
VETO VETOQUINOL SA
MRN MERSEN SA
LSS LECTRA SA
JCQ JACQUET METALS SA
GLO GL EVENTS SA
RF EURAZEO SA
CDA COMPAGNIE DES ALPES SA
HOT HOCHTIEF AG
ELG ELMOS SEMICONDUCTOR SE
RAND RANDSTAD NV
ACX ACERINOX SA
EBRO EBRO FOODS SA
TRI TRIGANO SA
A1XA4J CARBIOS SA
ELE ENDESA S.A.
RWE RWE AG
HEI HEIDELBERGCEMENT AG
NEX NEXANS SA
ELIS ELIS SA
FIE FIELMANN AG
AIXA AIXTRON SE
NDA AURUBIS AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
SESL SES-IMAGOTAG SA
CIE CIE AUTOMOTIVE S.A.
AALB AALBERTS N.V.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
AMS AMADEUS IT GROUP SA CLASS A
EVK EVONIK INDUSTRIES AG
EDR EDREAMS ODIGEO SA
WAF SILTRONIC AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
NVG NAVIGATOR COMPANY SA
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
IBE IBERDROLA SA
VLTSA VOLTALIA
SPIE SPIE SA
MEL MELIA HOTELS INTERNATIONAL S.A.
IDR INDRA SISTEMAS S.A. CLASS A
AD KONINKLIJKE AHOLD DELHAIZE N.V.
FTG111 FLATEXDEGIRO AG
DUE DURR AG
BFSA BEFESA SA
REY REPLY S.P.A.
TFF TFF GROUP
VOD VODAFONE GROUP PLC
VOS VOSSLOH AG
GEST GESTAMP AUTOMOCION S.A.
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
WOLF SOCIETE LDC SOCIETE ANONYME
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
RBO ROCHE BOBOIS INTERNATIONAL SAS
KBX KNORR-BREMSE AG
THEP THERMADOR HOLDING SA
VK VALLOUREC SA
TE TECHNIP ENERGIES NV
ALLFG ALLFUNDS (UK) LTD
DTG DAIMLER TRUCK
WAGA WAGA ENERGY SA
SPAC 468 SPAC I SE
IOS IONOS GROUP SE
DSFIR KONINKLIJKE DSM N.V.
R3NK RENK GROUP AG
SYENS SYENSQO
PLX PLUXEE NV
PLNW PLANISWARE
- Stephane Houri
IFX INFINEON TECHNOLOGIES AG
AC ACCOR SA
ENX EURONEXT NV
EDEN EDENRED SA
WCH WACKER CHEMIE AG
MT ARCELORMITTAL SA
BVI BUREAU VERITAS SA
ADP AEROPORTS DE PARIS SA
NK IMERYS SA
BN DANONE SA
RNO RENAULT SA
G1A GEA GROUP AG
APAML APERAM SA
ORA ORANGE SA
EO FAURECIA SA
VAC PIERRE & VACANCES SA
HO THALES SA
GTT GAZTRANSPORT & TECHNIGAZ SA
IDL ID LOGISTICS GROUP
GBF BILFINGER SE
TFI TELEVISION FRANCAISE 1 SA
AFX CARL ZEISS MEDITEC AG
RHM RHEINMETALL AG
BLC BASTIDE LE CONFORT MEDICAL SA
TEP TELEPERFORMANCE SE
SWP SWORD GROUP SE
ITRK INTERTEK GROUP PLC
AUB AUBAY SA
VETO VETOQUINOL SA
MRN MERSEN SA
LSS LECTRA SA
JCQ JACQUET METALS SA
GLO GL EVENTS SA
RF EURAZEO SA
CDA COMPAGNIE DES ALPES SA
HOT HOCHTIEF AG
ELG ELMOS SEMICONDUCTOR SE
RAND RANDSTAD NV
ACX ACERINOX SA
EBRO EBRO FOODS SA
TRI TRIGANO SA
A1XA4J CARBIOS SA
ELE ENDESA S.A.
RWE RWE AG
HEI HEIDELBERGCEMENT AG
NEX NEXANS SA
ELIS ELIS SA
FIE FIELMANN AG
AIXA AIXTRON SE
NDA AURUBIS AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
SESL SES-IMAGOTAG SA
CIE CIE AUTOMOTIVE S.A.
AALB AALBERTS N.V.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
AMS AMADEUS IT GROUP SA CLASS A
EVK EVONIK INDUSTRIES AG
EDR EDREAMS ODIGEO SA
WAF SILTRONIC AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
NVG NAVIGATOR COMPANY SA
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
IBE IBERDROLA SA
VLTSA VOLTALIA
SPIE SPIE SA
MEL MELIA HOTELS INTERNATIONAL S.A.
IDR INDRA SISTEMAS S.A. CLASS A
AD KONINKLIJKE AHOLD DELHAIZE N.V.
FTG111 FLATEXDEGIRO AG
DUE DURR AG
BFSA BEFESA SA
REY REPLY S.P.A.
TFF TFF GROUP
VOD VODAFONE GROUP PLC
VOS VOSSLOH AG
GEST GESTAMP AUTOMOCION S.A.
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
WOLF SOCIETE LDC SOCIETE ANONYME
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
RBO ROCHE BOBOIS INTERNATIONAL SAS
KBX KNORR-BREMSE AG
THEP THERMADOR HOLDING SA
VK VALLOUREC SA
TE TECHNIP ENERGIES NV
YOU ABOUT YOU HLDG AG
ALLFG ALLFUNDS (UK) LTD
DTG DAIMLER TRUCK
WAGA WAGA ENERGY SA
SPAC 468 SPAC I SE
IOS IONOS GROUP SE
DSFIR KONINKLIJKE DSM N.V.
R3NK RENK GROUP AG
SYENS SYENSQO
PLX PLUXEE NV
PLNW PLANISWARE
- Stephane Houri
ODDO : 28th ODDO BHF Forum – Feedback Day 1
We are hosting our 28th ODDO BHF Forum in Lyon on 9 and 10 January 2025. In total, 211 companies will be presenting over the two days. In the following note, we provide some initial feedback from the companies on day 1. Out of the 104 feedbacks collected during the first day, 40 were clearly positive, 59 rather Neutral, and only 6 negative. Among the positive names, we would particularly highlight Accor, URW, Euronext, Bureau Veritas, Renke, ID Logistics, Roche Bobois, Ionos, Companie des Alpes...
IFX INFINEON TECHNOLOGIES AG
AC ACCOR SA
ENX EURONEXT NV
EDEN EDENRED SA
WCH WACKER CHEMIE AG
MT ARCELORMITTAL SA
BVI BUREAU VERITAS SA
ADP AEROPORTS DE PARIS SA
NK IMERYS SA
BN DANONE SA
RNO RENAULT SA
G1A GEA GROUP AG
APAML APERAM SA
ORA ORANGE SA
EO FAURECIA SA
VAC PIERRE & VACANCES SA
HO THALES SA
GTT GAZTRANSPORT & TECHNIGAZ SA
IDL ID LOGISTICS GROUP
GBF BILFINGER SE
TFI TELEVISION FRANCAISE 1 SA
AFX CARL ZEISS MEDITEC AG
RHM RHEINMETALL AG
BLC BASTIDE LE CONFORT MEDICAL SA
TEP TELEPERFORMANCE SE
SWP SWORD GROUP SE
ITRK INTERTEK GROUP PLC
AUB AUBAY SA
VETO VETOQUINOL SA
MRN MERSEN SA
LSS LECTRA SA
JCQ JACQUET METALS SA
GLO GL EVENTS SA
RF EURAZEO SA
CDA COMPAGNIE DES ALPES SA
HOT HOCHTIEF AG
ELG ELMOS SEMICONDUCTOR SE
RAND RANDSTAD NV
ACX ACERINOX SA
EBRO EBRO FOODS SA
TRI TRIGANO SA
A1XA4J CARBIOS SA
ELE ENDESA S.A.
RWE RWE AG
HEI HEIDELBERGCEMENT AG
NEX NEXANS SA
ELIS ELIS SA
FIE FIELMANN AG
AIXA AIXTRON SE
NDA AURUBIS AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
SESL SES-IMAGOTAG SA
CIE CIE AUTOMOTIVE S.A.
AALB AALBERTS N.V.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
AMS AMADEUS IT GROUP SA CLASS A
EVK EVONIK INDUSTRIES AG
EDR EDREAMS ODIGEO SA
WAF SILTRONIC AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
NVG NAVIGATOR COMPANY SA
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
IBE IBERDROLA SA
VLTSA VOLTALIA
SPIE SPIE SA
MEL MELIA HOTELS INTERNATIONAL S.A.
IDR INDRA SISTEMAS S.A. CLASS A
AD KONINKLIJKE AHOLD DELHAIZE N.V.
FTG111 FLATEXDEGIRO AG
DUE DURR AG
BFSA BEFESA SA
REY REPLY S.P.A.
TFF TFF GROUP
VOD VODAFONE GROUP PLC
VOS VOSSLOH AG
GEST GESTAMP AUTOMOCION S.A.
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
WOLF SOCIETE LDC SOCIETE ANONYME
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
RBO ROCHE BOBOIS INTERNATIONAL SAS
KBX KNORR-BREMSE AG
THEP THERMADOR HOLDING SA
VK VALLOUREC SA
TE TECHNIP ENERGIES NV
ALLFG ALLFUNDS (UK) LTD
DTG DAIMLER TRUCK
WAGA WAGA ENERGY SA
SPAC 468 SPAC I SE
IOS IONOS GROUP SE
DSFIR KONINKLIJKE DSM N.V.
R3NK RENK GROUP AG
SYENS SYENSQO
PLX PLUXEE NV
PLNW PLANISWARE
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Thomas Vranken
- Wim Lewi
- Florent Laroche-Joubert
- Roy Külter
ODDO : La baisse des taux d’intérêt favorise l’immobilier : nos top pi...
Le maintien d’un environnement baissier des taux d’intérêt devrait être porteur pour le secteur immobilier en 2025 et lui permettre de continuer à surperformer. Dans ce contexte, nous privilégions le commerce et le résidentiel allemand , qualifiés de «safe haven» et plus spécifiquement Covivio, CTP, Merlin Properties, URW, Vonovia et Xior Student Housing pour un potentiel moyen de +30%. Elles sont les plus à même pour nous d’exécuter leur stratégie de croissance / repositionnement. Nous abaisson...
COV COVIVIO SA
GFC GECINA SA
NXI NEXITY SA CLASS A
FLY SOCIETE FONCIERE LYONNAISE SA
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
KOF KAUFMAN & BROAD SA
ALTA ALTAREA SCA
VNA VONOVIA SE
XIOR XIOR STUDENT HOUSING N.V.
ICAD ICADE SA
COFB COFINIMMO SA
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
PSPN PSP SWISS PROPERTY AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
CPINV CARE PROPERTY INVEST SA
ARG ARGAN SA
VGP VGP NV
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
LRE LAR ESPANA REAL ESTATE SOCIMI SA
MERLIN MERLIN PROPERTIES SOCIMI S.A.
DKG DEUTSCHE KONSUM REIT-AG
HOME NEINOR HOMES SA
AT1 AROUNDTOWN 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
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
CTPNV CTP NV
SHUR SHURGARD SELF STORAGE LIMITED
- Florent Laroche-Joubert
- Roy Külter
ODDO : Interest rate winds favor real estate: Our top picks for 2025
An environment of further interest rate decline is set to underpin the real estate sector in 2025 and see it continue to outperform. On this basis, we prefer retail and the German residential market, which are seen as safe havens, more specifically Covivio, CTP, Merlin Properties, URW, Vonovia and Xior Student Housing for an average upside of +30%. They are the best positioned, as we see it, to execute their growth/repositioning strategies. We have downgraded Branicks, Cofinimmo, Icade and Patr...
COV COVIVIO SA
GFC GECINA SA
NXI NEXITY SA CLASS A
FLY SOCIETE FONCIERE LYONNAISE SA
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
KOF KAUFMAN & BROAD SA
ALTA ALTAREA SCA
VNA VONOVIA SE
XIOR XIOR STUDENT HOUSING N.V.
ICAD ICADE SA
COFB COFINIMMO SA
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
PSPN PSP SWISS PROPERTY AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
CPINV CARE PROPERTY INVEST SA
ARG ARGAN SA
VGP VGP NV
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
LRE LAR ESPANA REAL ESTATE SOCIMI SA
MERLIN MERLIN PROPERTIES SOCIMI S.A.
DKG DEUTSCHE KONSUM REIT-AG
HOME NEINOR HOMES SA
AT1 AROUNDTOWN 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
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
CTPNV CTP NV
SHUR SHURGARD SELF STORAGE LIMITED
- Jacob Mekhael
- Michiel Declercq
- Thomas Vranken
- Wim Lewi
- Wim Lewi
Shurgard New central Rotterdam permit
Shurgard received a building permit for a new self-storage building located in the centre of Rotterdam. The future c. 3,300 sqm freehold self-storage facility will offer over 800 self-storage units and is set to open end of 2025. Direct project cost is estimated at EUR 9.1m and the property yield at maturity is expected to be c. 9%. We like that Shurgard continues its development activities in 1 of its 4 core regions as most of the attention and fear of the market has focussed on the LnS acquisi...
Syensqo - Participatiemelding van BlackRock Inc.
Syensqo - Participatiemelding van BlackRock Inc. Participatiemelding van BlackRock Inc. Brussel, België - 7 januari 2025 – 8u30 CET In overeenstemming met de Belgische wetgeving op de openbaring van belangrijke deelnemingen (wet van 2 mei 2007), heeft BlackRock Inc. (12 Throgmorton Avenue, London EC2N 2DL, UK) een transparantiemelding naar Syensqo gestuurd om aan te geven dat de drempel van 3% is overschreden. Hier vindt u de samenvatting van de bewegingen: Datum van drempeloverschrijding Stemrechten na de transactie Aan stemrechten gelijkgestelde financiële instrumenten na de trans...
Syensqo - Participation notification by BlackRock Inc.
Syensqo - Participation notification by BlackRock Inc. Participation notification by BlackRock Inc. Brussels, Belgium – January 7, 2025 - 8:30 CETAccording to Belgian transparency legislation (Law of May 2, 2007), BlackRock Inc. (12 Throgmorton Avenue, London EC2N 2DL, UK) recently sent Syensqo the following transparency notifications indicating that it crossed the threshold of 3%. Here is the summary of the moves: Date on which the threshold was crossed Voting rights after the transaction Equivalent financial instruments after the transaction Total December 31, 2024 3.05% 0.61%...
Syensqo - Participation notification by BlackRock Inc.
Syensqo - Participation notification by BlackRock Inc. Participation notification by BlackRock Inc. Brussels, Belgium – January 2, 2025 - 8:30 CETAccording to Belgian transparency legislation (Law of May 2, 2007), BlackRock Inc. (12 Throgmorton Avenue, London EC2N 2DL, UK) recently sent Syensqo the following transparency notifications indicating that it crossed the threshold of 3%. Here is the summary of the moves: Date on which the threshold was crossed Voting rights after the transaction Equivalent financial instruments after the transaction Total December 25, 202...
Syensqo - Notification de participation par BlackRock Inc.
Syensqo - Notification de participation par BlackRock Inc. Notification de participation par BlackRock Inc. Bruxelles, Belgique – 2 janvier 2025 - 8:30 CET Conformément à la législation et réglementation en matière de transparence financière (loi du 2 mai 2007), BlackRock Inc. (12 Throgmorton Avenue, London EC2N 2DL, UK) a envoyé à Syensqo une notification de transparence indiquant qu’il avait franchi le seuil de 3%. Voici un résumé des mouvements: Date à laquelle le seuil a été franchi Droits de vote après la transaction Instruments financiers équivalents après la transaction Total ...
Syensqo - Participatiemelding van BlackRock Inc.
Syensqo - Participatiemelding van BlackRock Inc. Participatiemelding van BlackRock Inc. Brussel, België - 2 januari 2025 – 8u30 CET In overeenstemming met de Belgische wetgeving op de openbaring van belangrijke deelnemingen (wet van 2 mei 2007), heeft BlackRock Inc. (12 Throgmorton Avenue, London EC2N 2DL, UK) een transparantiemelding naar Syensqo gestuurd om aan te geven dat de drempel van 3% is overschreden. Hier vindt u de samenvatting van de bewegingen: Datum van drempeloverschrijding Stemrechten na de transactie Aan stemrechten gelijkgestelde financiële instrumenten na de transact...
Syensqo announces the cancellation of repurchased shares
Syensqo announces the cancellation of repurchased shares Syensqo announces the cancellation of repurchased shares Brussels, Belgium – December 30, 2024 - 17:45 CET In accordance with article 15 of the law of May 2, 2007 (transparency law) on the disclosure of important participating interests in issuers whose shares are admitted for trading on a regulated market, and following the cancellation of 185,000 own shares in December 2024 acquired in the framework of the second tranche of the ongoing €300 million Share Buyback Program, the updated information about the capital, the shares and ...
Syensqo annonce l'annulation des actions rachetées
Syensqo annonce l'annulation des actions rachetées Syensqo annonce l'annulation des actions rachetées Bruxelles, Belgique – 30 décembre 2024 - 17h45 CET Conformément à l'article 15 de la loi du 2 mai 2007 (loi de transparence) relative à la publicité des participations importantes dans des émetteurs dont les actions sont admises à la négociation sur un marché réglementé, et suite à l'annulation de 658 488 actions propres en décembre 2024 acquises dans le cadre de la seconde tranche du programme de rachat d'actions en cours de 300 millions d'euros, les informations mises à jour concernant ...
Syensqo kondigt de annulering van ingekochte aandelen aan
Syensqo kondigt de annulering van ingekochte aandelen aan Syensqo kondigt de annulering van ingekochte aandelen aan Brussel, België - 30 december 2024 – 17u45 CET In overeenstemming met artikel 15 van de wet van 2 mei 2007 (transparantiewet) op de openbaarmaking van belangrijke deelnemingen in emittenten waarvan aandelen zijn toegelaten tot de verhandeling op een gereglementeerde markt, en na de vernietiging van 658.488 eigen aandelen in december 2024 die werden verworven in het kader van de tweede tranche van het lopende aandeleninkoopprogramma van €300 miljoen, is de bijgewerkte infor...
Syensqo - Acquisition of own shares
Syensqo - Acquisition of own shares Acquisition of own shares Brussels, Belgium – December 23, 2024 - 17:45 CET In accordance with article 7:215 of the Belgian Code of Companies and Associations, Syensqo SA (“Syensqo” or the “Company”) announces that pursuant to its new Share Buyback Program (or the “Program”) announced on September 30, 2024, covering up to €300 million, the Company launches the first tranche of this Program. This second phase began on December 04, 2024 and will run until February 26, 2025 at the latest, and will cover a maximum amount of up to €50 million (of the €300...
Syensqo - Verwerving van eigen aandelen
Syensqo - Verwerving van eigen aandelen Verwerving van eigen aandelen Brussel, België - 23 december 2024 – 17u45 CET In overeenstemming met artikel 7:215 van het Belgische Wetboek van Vennootschappen en Verenigingen, kondigt Syensqo SA (“Syensqo” of de “Vennootschap”) aan dat in het kader van haar nieuwe aandeleninkoopprogramma (of het “Programma”), aangekondigd op 30 september 2024, voor een bedrag van maximaal €300 miljoen, de Vennootschap de eerste tranche van dit programma lanceert. Deze tweede tranche begon op 4 december 2024 en loopt tot uiterlijk 26 februari 2025, en zal een maxi...
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