reports
IBA : 2024 AGM - Convening Notice
IBA : 2024 AGM - Convening Notice Cher Actionnaire, Nous avons l’honneur de vous convoquer à l’Assemblée Générale Ordinaire (l’« AGO ») des actionnaires d’IBA qui se tiendra le mercredi 12 juin 2024 à 10h00, pour délibérer sur l’ordre du jour détaillé ci-joint. L’AGO sera organisée en présentiel au siège de la Société. Une retransmission est également prévue en ligne, accessible sur inscription préalable, mais il ne sera pas possible de voter en ligne. Il s’agit d’une simple retransmission. Les actionnaires sont fortement encouragés à voter préalablement à l’AGO, dans les délais légau...
- Jerôme Bodin
INFINEON INFINEON TECHNOLOGIES AG
BMW BAYERISCHE MOTOREN WERKE AG
G1A GEA GROUP AG
PUM PUMA SE
AFX CARL ZEISS MEDITEC AG
UTDI UNITED INTERNET AG
ALO ALSTOM SA
ELE ENDESA S.A.
GEBN GEBERIT AG
RWE RWE AG
FRE FRESENIUS SE & CO. KGAA
HEI HEIDELBERGCEMENT AG
VER VERBUND AG CLASS A
RY4C RYANAIR HOLDINGS PLC
RTLL RTL GROUP S.A.
SIX2 SIXT SE
BC8 BECHTLE AG
AMS AMADEUS IT GROUP SA CLASS A
EVK EVONIK INDUSTRIES AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
RACE FERRARI NV
ABI ANHEUSER-BUSCH INBEV SA/NV
LDO LEONARDO SPA
AD KONINKLIJKE AHOLD DELHAIZE N.V.
AZN ASTRAZENECA PLC
BP. BP P.L.C.
KBX KNORR-BREMSE AG
CPR DAVIDE CAMPARI-MILANO N.V.
ENR SIEMENS ENERGY AG
UN0 UNIPER SE
- Jerôme Bodin
INFINEON INFINEON TECHNOLOGIES AG
BMW BAYERISCHE MOTOREN WERKE AG
G1A GEA GROUP AG
PUM PUMA SE
AFX CARL ZEISS MEDITEC AG
UTDI UNITED INTERNET AG
ALO ALSTOM SA
ELE ENDESA S.A.
GEBN GEBERIT AG
RWE RWE AG
FRE FRESENIUS SE & CO. KGAA
HEI HEIDELBERGCEMENT AG
VER VERBUND AG CLASS A
RY4C RYANAIR HOLDINGS PLC
RTLL RTL GROUP S.A.
SIX2 SIXT SE
BC8 BECHTLE AG
AMS AMADEUS IT GROUP SA CLASS A
UCG UNICREDIT S.P.A.
EVK EVONIK INDUSTRIES AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
RACE FERRARI NV
ABI ANHEUSER-BUSCH INBEV SA/NV
LDO LEONARDO SPA
AD KONINKLIJKE AHOLD DELHAIZE N.V.
AZN ASTRAZENECA PLC
BP. BP P.L.C.
KBX KNORR-BREMSE AG
CPR DAVIDE CAMPARI-MILANO N.V.
ENR SIEMENS ENERGY AG
UN0 UNIPER SE
- ING Helpdesk
Benelux Morning Notes
AB InBev: Busy BEES. Ahold Delhaize: Small beat, comforting confirmation of 2024 guidance. AMG: 1Q24 better than expected, FY guidance intact, strategic projects on schedule. Bekaert: Soft start to the year with 7% sales miss, FY guidance maintained. Euronav: Transformation at full speed. Marel: Another lacklustre quarter. Montea: 2025 guidance raised, valuations moving into positive territory. SBM Offshore: In-line Q1 trading update. Sif Group: Preview - normal quarter e...
- Hilde Van Boxstael
- Jacob Mekhael
- Kristof Samoy
- Michiel Declercq
- Sharad Kumar S.P
- Thomas Vranken
- Wim Hoste
- Wim Lewi
- Wim Hoste
AB InBev FIRST LOOK: solid start of the year with 1Q EBITDA +5.4%
Despite the continued impact from Bud Light in the US, 1Q EBITDA was up 5.4% and above our and CSS forecasts (of respectively +0.2% and +1.9%). Comparatives will significantly ease in the US going forward and ABI reiterated FY24 guidance of 4-8% EBITDA growth (KBCS +6%, CSS +8%). We still appreciate ABI for its leadership positions in the global beer market, high intrinsic profitability and LT growth prospects in its emerging markets businesses. Deleveraging is on track and with valuation multip...
- Robert Jan Vos
Anheuser-Busch InBev : Solid Q1 2024, and, as expected, outlook mainta...
>Solid Q1 2024 with revenue, EBITDA and net profit ahead of expectations - ABI reported organic volume growth of -0.6% in Q1 2024 (ABNe: 1e2.4%, consensus: 1e1.0%). Revenue growth was 2.6% (ABNe: 3.6%, consensus: 2.6%) to $ 14,547m (ABNe: $ 14,332m, consensus: $ 14,432m). EBITDA growth was 5.4% (ABNe: 2.0%, consensus: 1.9%) to $ 4,987m (ABNe: $ 4,766m, consensus: $ 4,828m). Organic volume growth was ahead of expectations in North America, Middle Americas, and EMEA and ...
AB InBev Reports First Quarter 2024 Results
BRUSSELS--(BUSINESS WIRE)-- Anheuser-Busch InBev (Brussel:ABI) (BMV:ANB) (JSE:ANH) (NYSE:BUD): This press release features multimedia. View the full release here: ABI Strategic Priorities - English (Graphic: Business Wire) Regulated information1 “The strength of the beer category, our diversified global footprint and the continued momentum of our megabrands delivered another quarter of broad-based top- and bottom-line growth. We are encouraged by our results to start the year, and the consistent execution by our teams and partners reinforces our confidence in delivering on our 2024 growth a...
AB InBev publie les résultats du premier trimestre 2024
BRUXELLES--(BUSINESS WIRE)-- Anheuser-Busch InBev (Brussel:ABI) (BMV:ANB) (JSE:ANH) (NYSE:BUD): Ce communiqué de presse contient des éléments multimédias. Voir le communiqué complet ici : ABI Strategic Priorities - French (Graphic: Business Wire) Information réglementée1 « La force de la catégorie bière, notre empreinte mondiale diversifiée et le maintien de la dynamique de nos méga-marques nous ont permis de réaliser à nouveau une croissance généralisée des produits et des bénéfices au cours de ce trimestre. Nous sommes encouragés par nos résultats pour commencer l’année, et l’exécution co...
- Fernand de Boer
AB InBev - A good start to the year
• Q1 24 results exceeding expectations, with a good performance in most regions with stable to higher market shares• EBITDA increased by 5.4% organically, providing confidence that FY growth will land at the higher end of the 4-8% range, or even above. Hence, we expect consensus EBITDA estimate to rise by 1-2% based on these numbers• We reiterate our Buy recommendation and 12m TP of EUR 68
- ING Helpdesk
Benelux Morning Notes
Aedifica: First sign of portfolio valuation stabilization. ArcelorMittal: Solid 1Q24 EBITDA beat, softer FCF reflects WC and CAPEX phasing. Belgian telcos: Peer Telenet 1Q24 results, still weak commercial performance. dsm-firmenich AG: Vita-still not-min. IBA: Contract to install a P1 system in Connecticut. KPN: VodafoneZiggo 1Q24 results confirm fixed losses, mobile weaker QoQ. Shell plc: Good start to the year
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Lynn Hautekeete
- Michiel Declercq
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
- Guy Sips
- Jacob Mekhael
- Kristof Samoy
- Lynn Hautekeete
- Michiel Declercq
- Sharad Kumar S.P
- Thibault Leneeuw
- Thomas Couvreur
- Thomas Vranken
- Wim Hoste
- Wim Lewi
Dynamic Top Pick List Update May 2024 : Adding Fugro, Removing Arcadis
In this May edition of our Dynamic Top Pick List we replace Arcadis by Fugro. Arcadis continues to deliver consistently on its promises and is working hard to realise its 2026 margin targets via cross selling, leveraging its global engineering platform and numerous self-help measures. In spite of this we remove Arcadis from our Dynamic Top Pick List as the recent & strong share price performance leaves little room for further short term triggers As a service provider to the energy industry, Fu...
BEKB BEKAERT SA
ABN ABN AMRO BANK NV DEPOSITARY RECEIPTS
EVS EVS BROADCAST EQUIPMENT SA
SOLB SOLVAY SA
DIE D'IETEREN SA
SOF SOFINA SA
GIMB GIMV NV
VAN VAN DE VELDE S.A.
IBAB ION BEAM APPLICATIONS SA
ACKB ACKERMANS & VAN HAAREN NV
ARCAD ARCADIS NV
TUB FINANCIERE DE TUBIZE S.A.
CPINV CARE PROPERTY INVEST SA
TWEKA TKH GROUP N.V. CERT
TINC TINC COMM. VA
FUR FUGRO NV
SHUR SHURGARD SELF STORAGE LIMITED
SYENS SYENSQO
IBA signs contract with Yale New Haven Health and Hartford HealthCare ...
IBA signs contract with Yale New Haven Health and Hartford HealthCare to install Proteus®ONE proton therapy solution in Connecticut, US Louvain-La-Neuve, Belgium, 2 May 2024 - IBA (Ion Beam Applications S.A., EURONEXT), the world leader in particle accelerator technology, today announces that it has signed a contract with the Connecticut Proton Therapy Center, a collaboration between Yale New Haven Health, Hartford HealthCare and Proton International, for the installation of a Proteus®ONE1 compact proton therapy system. The contract includes a multi-year operation and maintenance agreement,...
IBA signe un contrat avec Yale New Haven Health et Hartford HealthCare...
IBA signe un contrat avec Yale New Haven Health et Hartford HealthCare pour l’installation d’une solution de protonthérapie Proteus®ONE dans le Connecticut, aux États-Unis Louvain-la-Neuve, Belgique, le 2 mai 2024 - IBA (Ion Beam Applications S.A., EURONEXT), le leader mondial de la technologie d’accélération de particules, annonce aujourd'hui avoir signé un contrat avec le Connecticut Proton Therapy Center, une collaboration entre Yale New Haven Health, Hartford HealthCare et Proton International, pour l'installation d'un système compact de protonthérapie Proteus®ONE1. Le contrat comprend ...
- Laura Roba
IBA - First proton therapy contract of the year
• IBA announced the sale of a new ProteusONE system to be installed in Connecticut, US• This is the first system sold in 2024. The first downpayment has been received and the company indicates that the price for a ProteusONE system, with a multi-year maintenance contract, ranges between EUR 40-50m. Margins should reflect the fact that Varian exited the market• We believe that Better-than-expected FY23 results and the improvements foreseen over FY24e will reassure the market and trigger a reratin...
- Laura Roba
Hyloris Pharma - Shares suspended pending 2023 audit and forensic revi...
KPMG informed the Audit committee that additional work is required to finalize the 2023 audit. They initiated a forensic independent review regarding the Qliniq transaction, including internal communication and documentation practices. Pending the review, shares will remain suspended.The Company does not expect to change the restated accounting treatment related to the Qliniq transactions.TP and BUY rating reiterated as we believe the current share price is not fully reflective of the pipeline p...
- Michael B. Schäfer
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 04/30/2024
BHP's bid for Anglo American has confirmed interest from miners in copper in the context of increasingly challenged production and difficulties in fully completing projects. Anglo’s (Neutral) prospects in copper are now better valued and this is also the case for BHP (Neutral vs Underperform) although not so for Rio Tinto (Outperform vs Neutral). Downstream, Nexans and Montana Aerospace are our Top Picks (Outperform) vs Aurubis, Rexel and Prysmian (Neutral). - ...
TKA THYSSENKRUPP AG
DG VINCI SA
JMT JERONIMO MARTINS SGPS S.A.
GALP GALP ENERGIA SGPS SA CLASS B
ADS ADIDAS AG
MTX MTU AERO ENGINES AG
HO THALES SA
FORTUM FORTUM OYJ
WTB WHITBREAD PLC
DAI DAIMLER AG
QIA QIAGEN NV
RXL REXEL SA
VNA VONOVIA SE
CAP CAPGEMINI SE
NEM NEMETSCHEK SE
ABI ANHEUSER-BUSCH INBEV SA/NV
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
STMN STRAUMANN HOLDING AG
- Michael B. Schäfer
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 30/04/2024
L’offre de BHP sur Anglo American a confirmé l’intérêt des minières pour le cuivre dans un contexte de tensions croissantes sur la production et de difficultés à faire aboutir les projets. Les perspectives d’Anglo (Neutre) dans le cuivre sont désormais mieux valorisées, c’est aussi le cas de BHP (Neutre vs Sous-performance) mais pas encore assez, selon nous, sur Rio Tinto (Surperformance vs Neutre). En aval, Nexans et Montana Aerospace sont nos valeurs préférées (Surperformance) vs Au...
TKA THYSSENKRUPP AG
DG VINCI SA
JMT JERONIMO MARTINS SGPS S.A.
GALP GALP ENERGIA SGPS SA CLASS B
ADS ADIDAS AG
MTX MTU AERO ENGINES AG
HO THALES SA
FORTUM FORTUM OYJ
WTB WHITBREAD PLC
DAI DAIMLER AG
QIA QIAGEN NV
RXL REXEL SA
VNA VONOVIA SE
CAP CAPGEMINI SE
NEM NEMETSCHEK SE
ABI ANHEUSER-BUSCH INBEV SA/NV
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
STMN STRAUMANN HOLDING AG
- Robert Jan Vos
Anheuser-Busch InBev : Q1 2024 seen as the slowest quarter for EBITDA ...
>Q1 2024 seen as most challenging quarter of 2024 due to the US - Anheuser-Busch InBev (ABI) is set to report its Q1 2024 results on 8 May at 07:00 and host a conference call later that day at 15:00. Predominantly due to the US, we expect ABI’s Q1 2024 to be the most challenging quarter of 2024. As a reminder, following the issues with Bud Light that started as from Q2 2023, the brewer reported organic EBITDA declines in North America of 24.4%, 26.7%, and 31.3% in Q2,...
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.