reports
- Carole Braudeau
- Carole Braudeau
- Louis Boujard
- CFA
- Philippe Ourpatian
AI AIR LIQUIDE SA
RNO RENAULT SA
DAI DAIMLER AG
RAND RANDSTAD NV
AIR AIRBUS SE
REP REPSOL SA
GAS NATURGY ENERGY GROUP S.A.
ASSA B ASSA ABLOY AB CLASS B
LDO LEONARDO SPA
MOL MOL HUNGARIAN OIL & GAS PLC CLASS A
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
SIK SIKA AG
KBX KNORR-BREMSE AG
STMN STRAUMANN HOLDING AG
TEN TENARIS S.A.
- Louis Boujard
- CFA
- Philippe Ourpatian
AI AIR LIQUIDE SA
RNO RENAULT SA
DAI DAIMLER AG
RAND RANDSTAD NV
AIR AIRBUS SE
REP REPSOL SA
GAS NATURGY ENERGY GROUP S.A.
ASSA B ASSA ABLOY AB CLASS B
LDO LEONARDO SPA
MOL MOL HUNGARIAN OIL & GAS PLC CLASS A
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
SIK SIKA AG
KBX KNORR-BREMSE AG
STMN STRAUMANN HOLDING AG
TEN TENARIS S.A.
- Pierre FerraguÊ
- Sharad Kumar S.P
Holdings Report - January 2025 KBCS Holdings Universe Returns 3.1% Dur...
1M Performance - Absolute: During Jan'25 (1M period), the KBCS Holdings Universe posted a return of +3.1% which was mainly driven by multi-asset holdings (+3.3%) while single-asset holdings posted a slightly lower return of +2.7%. The 3 top performers during the period were Sofina (+10.6%), Financière de Tubize (+7.5%) and Whitestone Group (+6.4%) while the 3 worst performers were Gimv (-2.0%), The Infrastructure Company (TINC; -3.4%) and Texaf (-5.1%). YTD Performance - Relative: On a YTD bas...
GBLB GROUPE BRUXELLES LAMBERT SA
HAL HAL TRUST
DIE D'IETEREN SA
SOF SOFINA SA
SOLV SOLVAC S.A.
GIMB GIMV NV
QFG QUEST FOR GROWTH
ACKB ACKERMANS & VAN HAAREN NV
TUB FINANCIERE DE TUBIZE S.A.
HEIO HEINEKEN HOLDING N.V.
KBCA KBC ANCORA SCA
TEXF TEXAF
BREB BREDERODE S.A.
TINC TINC COMM. VA
EXO EXOR N.V.
ROCK WHITESTONE GROUP
- Martin Marandon-Carlhian
- Stephane Houri
- Martin Marandon-Carlhian
- Stephane Houri
- ING Helpdesk
Benelux Morning Notes
Ahold Delhaize: Walmart 4Q25 results. Brunel: 4Q24 results: EBIT beats slightly on lower opex; outlook in line; strong cash position. Cofinimmo: FY24 DPS confirmed, FY25 cut as expected. Heijmans: Beats on every single line item. Kinepolis: 2H24 analyst meeting feedback. Recticel: Kingspan FY24 results
- Hans D’Haese
- Stijn Demeester
Gimv/Rolling in the dough and ambitious growth/HOLD
Gimv revealed ambitious growth projects when launching a €247m financing round, setting its sights on additional value creation with the following key objectives: (1) double the portfolio size from €1.7bn to €3.5bn; (2) increase the portfolio return target from 15.0% to 17.5%; and (3) maximise value creation by extending the investment horizon through Anchor investments. The combined effect of an increased target IRR on the portfolio, the dilutive effect of the capital increase at a significan...
- Pierre FerraguÊ
- Wim Lewi
VGP Feedback from the Conference Call, Cautiously Aggressive Strategy
The cash flow generation from the JV structure is not fully understood or appreciated by the market. The JV's are a great structure to recycle capital and upstream cash after tax. However, the underlying cash flow streams are hard to reconcile. The CFO read out the full reporting from different angles, but it remains relatively complex. We compare the proportional Net Rental Renewable Income (last pages in the report). This came in at 189.4.6m vs. 174.4m expected, +22% yoy. VGP seems confident a...
Zealand Pharma convenes its Annual General Meeting 2025
Zealand Pharma convenes its Annual General Meeting 2025 Company Announcement – No. 3 / 2025 Zealand Pharma convenes its Annual General Meeting 2025 Notice to convene the Annual General Meeting 2025 of Zealand Pharma A/S (CVR no. 20 04 50 78) (the "Company"). The Board of Directors of the Company hereby convenes the Annual General Meeting of the Company to be held on: Thursday, March 27, 2025 at 3:00 pm (CET) The Annual General Meeting will be held as a partly electronic general meeting with the possibility of attending electronically or in person (hybrid meeting). The Annual General M...
- Carole Braudeau
Credit Morning 02/20/2025
Carrefour: full-year earnings and launch of strategic assets review|OPmobility: solid 2024 results and positive outlook in a challenging environment|Groupe Bruxelles Lambert (GBL) said to be mulling Imerys minority buyout (Bloomberg)|Verallia recovers slightly in Q4 and takes a cautious view of 2025|
AC ACCOR SA
CA CARREFOUR SA
NK IMERYS SA
AAL ANGLO AMERICAN PLC
POM PLASTIC OMNIUM SE
TEP TELEPERFORMANCE SE
NEX NEXANS SA
ERA ERAMET SA
EDR EDREAMS ODIGEO SA
ONTEX ONTEX GROUP N.V.
TKO TIKEHAU CAPITAL SCA
VRLA VERALLIA SAS
AZE AZELIS GROUP NV
CO CASINO GUICHARD-PERRACHON
- Adrian Pehl
- Emira Sagaama
POM PLASTIC OMNIUM SE
ISS ISS A/S
FAGR FAGRON SA
GOE GROUPE GORGE SA
BB SOCIETE BIC SA
ERA ERAMET SA
INH INDUS HOLDING AG
KRN KRONES AG
MCPHY MCPHY ENERGY SA
EDR EDREAMS ODIGEO SA
SHOT SCANDIC HOTELS GROUP
SAFE SAFESTORE HOLDINGS PLC
VGP VGP NV
AMAG AMAG AUSTRIA METALL AG
VRLA VERALLIA SAS
AZE AZELIS GROUP NV
LOCAL SOLOCAL GROUP
- Adrian Pehl
- Emira Sagaama
POM PLASTIC OMNIUM SE
ISS ISS A/S
FAGR FAGRON SA
GOE GROUPE GORGE SA
BB SOCIETE BIC SA
ERA ERAMET SA
INH INDUS HOLDING AG
KRN KRONES AG
MCPHY MCPHY ENERGY SA
EDR EDREAMS ODIGEO SA
SHOT SCANDIC HOTELS GROUP
SAFE SAFESTORE HOLDINGS PLC
VGP VGP NV
AMAG AMAG AUSTRIA METALL AG
VRLA VERALLIA SAS
AZE AZELIS GROUP NV
LOCAL SOLOCAL GROUP
- Emira Sagaama
- Oliver Metzger
- Wim Gille
CA CARREFOUR SA
ADP AEROPORTS DE PARIS SA
AAL ANGLO AMERICAN PLC
SU SCHNEIDER ELECTRIC SE
RNO RENAULT SA
COV COVIVIO SA
DAI DAIMLER AG
RXL REXEL SA
PHIA KONINKLIJKE PHILIPS N.V.
HOT HOCHTIEF AG
EOAN E.ON SE
RWE RWE AG
AIR AIRBUS SE
REP REPSOL SA
BA. BAE SYSTEMS PLC
RTLL RTL GROUP S.A.
STR STRABAG SE
NN NN GROUP N.V.
RIO RIO TINTO PLC
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
EVD CTS EVENTIM AG & CO. KGAA
KBX KNORR-BREMSE AG
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
AGN AEGON N.V.
TEN TENARIS S.A.
UN0 UNIPER SE
- Carole Braudeau
Morning Crédit 20/02/2025
Carrefour : résultats annuels et lancement d’une revue des actifs stratégiques|OPmobility : résultats 2024 solides et perspectives positives dans un environnement difficile|GBL étudierait un rachat des parts des minoritaires d’Imerys (Bloomberg)|Verallia se redresse légèrement au T4 et entrevoit 2025 avec prudence|
AC ACCOR SA
CA CARREFOUR SA
NK IMERYS SA
AAL ANGLO AMERICAN PLC
POM PLASTIC OMNIUM SE
TEP TELEPERFORMANCE SE
NEX NEXANS SA
ERA ERAMET SA
EDR EDREAMS ODIGEO SA
ONTEX ONTEX GROUP N.V.
TKO TIKEHAU CAPITAL SCA
VRLA VERALLIA SAS
AZE AZELIS GROUP NV
CO CASINO GUICHARD-PERRACHON
- Cor Kluis
- Emira Sagaama
- Oliver Metzger
- Wim Gille
CA CARREFOUR SA
ADP AEROPORTS DE PARIS SA
AAL ANGLO AMERICAN PLC
SU SCHNEIDER ELECTRIC SE
RNO RENAULT SA
COV COVIVIO SA
DAI DAIMLER AG
RXL REXEL SA
PHIA KONINKLIJKE PHILIPS N.V.
HOT HOCHTIEF AG
EOAN E.ON SE
RWE RWE AG
AIR AIRBUS SE
REP REPSOL SA
BA. BAE SYSTEMS PLC
RTLL RTL GROUP S.A.
STR STRABAG SE
NN NN GROUP N.V.
RIO RIO TINTO PLC
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
EVD CTS EVENTIM AG & CO. KGAA
KBX KNORR-BREMSE AG
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
TEN TENARIS S.A.
UN0 UNIPER SE
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