reports
- Carole Braudeau
Credit Morning 02/19/2025
Tereos : 9M 24/25 results in line with expectations|Nexans: a very strong FY 2024, and a good performance expected in FY 2025.|KKR clashes with Fibercop management over a difference in EBTDA forecasts (FT)|SES : Moody’s revises the outlook to Negative from Stable, SES says FY24 results are better than expected|
- Carole Braudeau
Morning Crédit 19/02/2025
Tereos : Résultats 9M 24/25 conforme aux attentes|Nexans: a very strong FY 2024, and a good performance expected in FY 2025.|FiberCop : conflit entre KKR et le management concernant les prévisions d’EBITDA (FT)|SES : Moody’s révise la perspective de Stable à Négative, SES indique que les résultats 2024 devraient être meilleurs que prévu|
- ING Helpdesk
Benelux Morning Notes
Aedifica: Good results, positive message about tenants growth. AGEAS: BNP Paribas increase stake >15% ASR: 2H results and SBB in line, capital strength building up. Belgian Telecoms: Peer Telenet 4Q24 results, guiding for low to mid single digit EBITDAal decline EVS: Exceptional FCF, 2025 EBIT consensus to go up >7% on +10-15% like for like sales growth YoY Gimv: In close cooperation with WorxInvest KPN: VodafoneZiggo 4Q24 still weak, declining EBITDA guidance on “strategic customer initiatives”...
- Guy Sips
- Lynn Hautekeete
- Sharad Kumar S.P
- Thomas Couvreur
- Wim Hoste
Ageas and BNP Paribas: Transparency notification
Ageas and BNP Paribas: Transparency notification Ageas and BNP Paribas: Transparency notification In accordance with the rules on financial transparency*, BNP Paribas has notified Ageas on 13 February 2025 that, on 10 February 2025, its interest has exceeded the legal threshold of 15% of the shares issued by Ageas. Its current shareholding stands at 15.07%. Reason for the notificationAcquisition or disposal of voting securities or voting rights Notification byA parent undertaking or a controlling person Persons subject to the notification requirementSee annex 1a Date on which the thres...
Ageas en BNP Paribas: Transparantiekennisgeving
Ageas en BNP Paribas: Transparantiekennisgeving Ageas en BNP Paribas: Transparantiekennisgeving BNP Paribas informeerde Ageas op 13 februari 2025, overeenkomstig de financiële transparantievereisten*, dat zijn belang op 10 februari 2025 de wettelijke drempel van 15% van de door Ageas uitgegeven aandelen heeft overschreden en nu 15,07% bedraagt. Reden van de kennisgevingVerwerving of overdracht van stemrechtverlenende effecten of stemrechten Kennisgeving doorEen moederonderneming of een controlerende persoon Kennisgevingsplichtige perso(o)n(en)Zie bijlage 1a. Datum van drempeloverschrij...
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 62,123 Ageas shares in the period from 10-02-2025 until 14-02-2025. DateNumber ofSharesTotal amount(EUR)Average price(EUR)Lowest price(EUR)Highest price(EUR)10-02-20258,076408,95450.6450.3550.9511-02-202513,047662,51150.7850.6550.9012-02-202517,000861,98250.7050.5551.0013-02-20257,000354,73150.6850.5550.9014-02-202517,000855,65050.3350.0050.65Total62,1233,143,...
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 62.123 actions Ageas ont été achetées durant la période du 10-02-2025 au 14-02-2025. DateNombred’actionsMontant total(EUR)Cours moyen(EUR)Cours le plus bas (EUR)Cours le plus élevé (EUR)10-02-20258.076408.95450,6450,3550,9511-02-202513.047662.51150,7850,6550,9012-02-202517.000861.98250,7050,5551,0013-02-20257.000354.73150,6850,5550,9014-02-202517.000855.65050,3350,0050,65Total62.1233.143.82850,615...
- ING Helpdesk
- Hilde Van Boxstael
- Thomas Couvreur
- Wim Lewi
- Thomas Couvreur
Benelux Insurance: Resilient to macro uncertainty
In this Benelux Insurance sector note we provide a refresher of the potential impact of various macro-economic impacts on the insurance sector. Despite the high volatility period of Covid followed by an inflation spike behind us, visibility on macro environment remains limited due to geopolitical uncertainty. In this note we demonstrate that these potential impacts are well under control and focus very much still remains on the capital distribution story. We also take a look ahead to the FY24 r...
- Wim Lewi
CTP CTPark Brno scores investment by Hitachi
CTP invests EUR 57m in a new project for Hitachi Energy at CTPark Brno in the Czech Republic. The first phase involves construction of a 50k sqm high-voltage products factory with an expected yield on cost >10%. This factory will manufacture gas-insulated lines and components for gas-insulated switchgear, incorporating advanced production technologies. The project is designed with a strong emphasis on sustainability. It is expected to create approximately 200 jobs. CTP also plans to develop an ...
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 87,243 Ageas shares in the period from 03-02-2025 until 07-02-2025. DateNumber ofSharesTotal amount(EUR)Average price(EUR)Lowest price(EUR)Highest price(EUR)03-02-202529,1511,433,30049.1748.9649.3204-02-202524,1481,190,20149.2949.1649.4205-02-202516,500813,22649.2949.1449.3806-02-20258,544429,75850.3049.7050.5507-02-20258,900447,45950.2850.1050.65Total87,2434,313,94449.4548.9650.65 Since the start of the share buy-back...
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 87.243 actions Ageas ont été achetées durant la période du 03-02-2025 au 07-02-2025. DateNombred’actionsMontant total(EUR)Cours moyen(EUR)Cours le plus bas (EUR)Cours le plus élevé (EUR)03-02-202529.1511.433.30049,1748,9649,3204-02-202524.1481.190.20149,2949,1649,4205-02-202516.500813.22649,2949,1449,3806-02-20258.544429.75850,3049,7050,5507-02-20258.900447.45950,2850,1050,65Total87.2434.313.94449,4548,9650,65 Depuis le lancement du programme de rach...
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 87.243 eigen aandelen ingekocht werden tussen 03-02-2025 en 07-02-2025. DatumAantalaandelenTotaal Bedrag(EUR)Gemiddelde koers(EUR)Laagste koers(EUR)Hoogste koers(EUR)03-02-202529.1511.433.30049,1748,9649,3204-02-202524.1481.190.20149,2949,1649,4205-02-202516.500813.22649,2949,1449,3806-02-20258.544429.75850,3049,7050,5507-02-20258.900447.45950,2850,1050,65Totaal87.2434.313.94449,4548,9650,65 Vanaf de start van het aandelen-...
- ING Helpdesk
Benelux Morning Notes
Belgium: New govt - positive on LT growth, 2025-26 could be more difficult. BNP Paribas: 4Q24 results above consensus estimates in Belgium. D'Ieteren: Belgian car registrations down 13%, 79% of 2019 level, VW down 25%. Fagron: Accretive bolt-on deal in the Iberian market. TomTom: 4Q24 results - No FCF in the near-term. Xior Student Housing: Focus on organic growth and developments for FY25
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 71,182 Ageas shares in the period from 27-01-2025 until 31-01-2025. DateNumber ofSharesTotal amount(EUR)Average price(EUR)Lowest price(EUR)Highest price(EUR)27-01-20258,024394,38049.1548.5649.3228-01-202512,837628,24248.9448.7649.2029-01-20258,755431,44149.2849.0049.5630-01-202522,6371,125,12149.7049.5649.8231-01-202518,929940,46249.6849.4849.80Total71,1823,5...
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 71.182 eigen aandelen ingekocht werden tussen 27-01-2025 en 31-01-2025. DatumAantalaandelenTotaal Bedrag(EUR)Gemiddelde koers(EUR)Laagste koers(EUR)Hoogste koers(EUR)27-01-20258.024394.38049,1548,5649,3228-01-202512.837628.24248,9448,7649,2029-01-20258.755431.44149,2849,0049,5630-01-202522.6371.125.12149,7049,5649,8231-01-202518.929940.46249,6849,4849,80Totaal71.1823.519....
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 71.182 actions Ageas ont été achetées durant la période du 27-01-2025 au 31-01-2025. DateNombred’actionsMontant total(EUR)Cours moyen(EUR)Cours le plus bas (EUR)Cours le plus élevé (EUR)27-01-20258.024394.38049,1548,5649,3228-01-202512.837628.24248,9448,7649,2029-01-20258.755431.44149,2849,0049,5630-01-202522.6371.125.12149,7049,5649,8231-01-202518.929940.46249,6849,4849,80Total71.1823.519.64649,4...
- Florent Laroche-Joubert
- Roy Külter
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
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.