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- ING Helpdesk
Benelux Morning Notes
EVS: Weak start to the year, sales guidance maintained excluding FX, EBIT guidance low Just Eat Takeaway.com: Prosus offer launched KBC: CFO meeting – navigating above targets, strong loan growth & NII path NEPI Rockcastle: Robust Q1 results, strong top line Xior Student Housing: Dutch rent freeze not applicable to Xior
- Guy Sips
- Hilde Van Boxstael
- Lynn Hautekeete
- Michiel Declercq
- Wim Lewi
- Guy Sips
EVS Broadcast Equipment 1Q slightly below expectations but EVS remains...
EVS highlighted 1Q25 was slightly below its own expectations, primarily due to the deferral of certain customer deliveries from March to April. EVS stressed that this timing-related impact does not alter their underlying business momentum. EVS indicated that customer demand remains robust across all regions, providing continued confidence in its FY25 guidance. about achieving its FY25 revenue objectives though, given the macro-economic tensions, the tariff discussions and the weakening dollar. A...
EVS Q1 2025 business update
EVS Q1 2025 business update EVS Q1 2025 business update Despite increasing economic uncertainty, EVS remains cautiously optimistic for 2025 Liège, Belgium | May 16, 2025 We begin the year 2025 reporting a first quarter slightly below our expectations, primarily due to the deferral of certain customer deliveries from March to April. This timing-related impact does not alter the underlying business momentum. Customer demand remains robust across all regions, providing continued confidence in our full-year guidance. We remain cautiously optimistic about achieving our 2025 revenue object...
Point sur résultats de l’activité du 1er trimestre 2025 d’EVS
Point sur résultats de l’activité du 1er trimestre 2025 d’EVS Point sur résultats de l’activité du 1er trimestre 2025 d’EVS Malgré l'incertitude économique croissante, EVS reste prudemment optimiste pour 2025 Liège, Belgique | Le 16 mai 2025 Nous commençons l'année 2025 avec un premier trimestre légèrement inférieur à nos attentes, principalement en raison du report de certaines livraisons aux clients de mars à avril. Cet impact lié au calendrier ne modifie pas la dynamique commerciale sous-jacente. La demande des clients reste robuste dans toutes les régions, ce qui renforce la conf...
- Hilde Van Boxstael
- Lynn Hautekeete
- Thomas Couvreur
- Wim Lewi
- Adrian Pehl
UBI UBISOFT ENTERTAINMENT SA
BEKB BEKAERT SA
SBMO SBM OFFSHORE NV
PBB DEUTSCHE PFANDBRIEFBANK AG
INF INFOTEL SA
BRBY BURBERRY GROUP PLC
JCQ JACQUET METALS SA
TPE PVA TEPLA AG
G24 SCOUT24 AG
INH INDUS HOLDING AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
TEG TAG IMMOBILIEN AG
CPINV CARE PROPERTY INVEST SA
EUR EUROCASH S.A.
PYT POLYTEC HOLDING
LTA ALTAMIR ACT PORTEUR
FLU FLUGHAFEN WIEN AG
BOSN BOSSARD HOLDING AG
SFSN SFS GROUP AG
DKG DEUTSCHE KONSUM REIT-AG
TRE TECNICAS REUNIDAS SA
SNG SOCIETATEA NATIONALA DE GAZE NATURALE ROMGAZ SA
DUFN DUFRY AG
DIGI DIGI COMMUNICATIONS NV
DUE DURR AG
MDM MAISONS DU MONDE SA
DMP DERMAPHARM HOLDING SE
TGN SOCIETATEA NATIONALA DE TRANSPORT GAZE NATURALE TRANSGAZ S.A.
SFG SPHERA FRANCHISE GROUP SA
DSC1 DUTCH STAR C SHAR
VK VALLOUREC SA
IVG IVECO GROUP
SPAC 468 SPAC I SE
TUI TUI AG
SCHOTT PHARMA AG
HBX HBX GROUP INTERNATIONAL PLC
- Adrian Pehl
UBI UBISOFT ENTERTAINMENT SA
BEKB BEKAERT SA
SBMO SBM OFFSHORE NV
PBB DEUTSCHE PFANDBRIEFBANK AG
INF INFOTEL SA
BRBY BURBERRY GROUP PLC
JCQ JACQUET METALS SA
TPE PVA TEPLA AG
G24 SCOUT24 AG
INH INDUS HOLDING AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
TEG TAG IMMOBILIEN AG
CPINV CARE PROPERTY INVEST SA
EUR EUROCASH S.A.
PYT POLYTEC HOLDING
LTA ALTAMIR ACT PORTEUR
FLU FLUGHAFEN WIEN AG
BOSN BOSSARD HOLDING AG
SFSN SFS GROUP AG
DKG DEUTSCHE KONSUM REIT-AG
TRE TECNICAS REUNIDAS SA
SNG SOCIETATEA NATIONALA DE GAZE NATURALE ROMGAZ SA
DUFN DUFRY AG
DIGI DIGI COMMUNICATIONS NV
DUE DURR AG
MDM MAISONS DU MONDE SA
DMP DERMAPHARM HOLDING SE
TGN SOCIETATEA NATIONALA DE TRANSPORT GAZE NATURALE TRANSGAZ S.A.
SFG SPHERA FRANCHISE GROUP SA
DSC1 DUTCH STAR C SHAR
VK VALLOUREC SA
IVG IVECO GROUP
SPAC 468 SPAC I SE
TUI TUI AG
SCHOTT PHARMA AG
HBX HBX GROUP INTERNATIONAL PLC
- Roy Külter
- Steven Boumans
- Hilde Van Boxstael
- Lynn Hautekeete
- Michiel Declercq
- Thibault Leneeuw
- Thomas Couvreur
- Thomas Vranken
- Wim Hoste
- Wim Lewi
- Lynn Hautekeete
Care Property Invest 1Q25: solid operational performance assisted by a...
Care property invest reports results above our expectations. The full year EPRA EPS guidance increase slightly. The difference comes from higher like-for-like rental growth and lower than expected corporate costs. The latter is due to a one-off revision of an earlier made provision. In 4Q24, the like-for-like rental growth came in below the peers. This changed in 1Q25 at a 3.0% indexation pass on. The first impact of the old lease portfolio (2x expire in FY26) start to be visible in the rental i...
- Adrian Pehl
GBF BILFINGER SE
GYC GRAND CITY PROPERTIES SA
BEN BENETEAU SA
TPE PVA TEPLA AG
TRI TRIGANO SA
MBB MBB INDUSTRIES SE
MTELEKOM MAGYAR TELEKOM TELECOMMUNICATIONS
ROS ROSENBAUER INTERNATIONAL AG
INH INDUS HOLDING AG
SIX2 SIXT SE
CWC CEWE STIFTUNG & CO KGAA
SEM SEMPERIT HOLDING AG
DLG DE'LONGHI S.P.A.
PAT PATRIZIA AG
JEN JENOPTIK AG
CLA CLARANOVA SE
KTA KNAUS TABBERT
DEME DEME GROUP NV
TUI TUI AG
SHUR SHURGARD SELF STORAGE LIMITED
R3NK RENK GROUP AG
HBX HBX GROUP INTERNATIONAL PLC
- Adrian Pehl
GBF BILFINGER SE
GYC GRAND CITY PROPERTIES SA
BEN BENETEAU SA
TPE PVA TEPLA AG
TRI TRIGANO SA
MBB MBB INDUSTRIES SE
MTELEKOM MAGYAR TELEKOM TELECOMMUNICATIONS
ROS ROSENBAUER INTERNATIONAL AG
INH INDUS HOLDING AG
SIX2 SIXT SE
CWC CEWE STIFTUNG & CO KGAA
SEM SEMPERIT HOLDING AG
DLG DE'LONGHI S.P.A.
PAT PATRIZIA AG
JEN JENOPTIK AG
CLA CLARANOVA SE
KTA KNAUS TABBERT
DEME DEME GROUP NV
TUI TUI AG
SHUR SHURGARD SELF STORAGE LIMITED
R3NK RENK GROUP AG
HBX HBX GROUP INTERNATIONAL PLC
- Thijs Berkelder
- Guy Sips
- Jacob Mekhael
- Lynn Hautekeete
- Michiel Declercq
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
- ING Helpdesk
- Guy Sips
DEME FIRST LOOK: Solid start with strong performance in Offshore Energ...
We reiterate our positive stance on DEME (Buy, €175 TP) as we saw a solid start of the year with 1Q25 turnover up 10% y/y to €993m (KBCSe €980m). End-1Q25 orderbook remains at a healthy level at €7.6bn, compared to €7.5bn (end-1Q24) and €8.2bn (end-FY24). This orderbook is excluding the orderbook of recently acquired Havfram, a Norwegian offshore wind contractor, supporting DEME's ambition to expand its footprint in the offshore wind energy market and bolster its competitive edge in turbine and ...
Trading update Q1 2025: steady first quarter performance and full-year...
Trading update Q1 2025: steady first quarter performance and full-year outlook confirmed Highlights first quarter 2025 Solid start of the year with group turnover at 993 million euros, up 10% compared to 900 million euros a year agoOrderbook remains at a healthy level at 7.6 billion euros, compared to 7.5 billion euros a year ago, excluding orderbook HavframManagement reaffirms guidance for the year for turnover and EBITDA margin at least in line with last yearSubsequent to quarter end, DEME has acquired Havfram, a Norwegian offshore wind contractor, supporting DEME’s ambition to expand ...
Trading update Q1 2025: stabiele prestatie in eerste kwartaal en vooru...
Trading update Q1 2025: stabiele prestatie in eerste kwartaal en vooruitzichten voor het volledige jaar bevestigd Hoogtepunten eerste kwartaal 2025 Solide start van het jaar met een omzet voor de groep van 993 miljoen euro, 10% hoger in vergelijking met 900 miljoen euro vorig jaarHet orderboek blijft gezond met 7,6 miljard euro, in vergelijking met 7,5 miljard euro een jaar geleden, exclusief het orderboek van HavframHet management herbevestigt de vooruitzichten voor het jaar voor een omzet en EBITDA-marge minstens in lijn met vorig jaarNa afloop van het eerste kwartaal heeft DEME Havfram ...
Resultaat van de Algemene Vergadering van Aandeelhouders van 2025
Resultaat van de Algemene Vergadering van Aandeelhouders van 2025 Persbericht Gereglementeerde informatie Aandeelhouders spraken hun sterke steun uit voor alle resoluties, met een goedkeuringspercentage van meer dan 90% Brussel, 13 mei 2025 - 17u45 CEST Solvay hield zijn Algemene Vergadering van Aandeelhouders in Brussel en de aandeelhouders steunden nadrukkelijk alle resoluties, met meer dan 90% van de stemmen, waaronder: De uitbetaling van een brutodividend van €2,43 per aandeel voor het jaar 2024. Na aftrek van het interimdivi...
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