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Vopak announces change in the composition of the Supervisory Board
Vopak announces change in the composition of the Supervisory Board Vopak announces change in the composition of the Supervisory BoardRotterdam, the Netherlands, 6th March 2025Vopak announces that Lucrèce Foufopoulos - De Ridder has decided to step down as member of the Supervisory Board of Vopak as per the Annual General Meeting to be held on 23 April 2025, following her decision to accept another board position.The Supervisory Board and the Executive Board would like to thank Lucrèce Foufopoulos - De Ridder for her contribution to Vopak during her tenure. The Supervisory Board is in the pr...
- Stefano Toffano
- Ahmed Ben Salem
- Baptiste Lebacq
SCHP SECHE ENVIRONNEMENT
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
RNO RENAULT SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
EO FAURECIA SA
SSAB A SSAB AB CLASS A
DAI DAIMLER AG
POM PLASTIC OMNIUM SE
SCR SCOR SE
SZG SALZGITTER AG
TYRES NOKIAN RENKAAT OYJ
EKI EKINOPS SA
MTU MANITOU BF SA
GLO GL EVENTS SA
VOE VOESTALPINE AG
ACX ACERINOX SA
FR VALEO SE
BON BONDUELLE SCA
SOLB SOLVAY SA
VOW3 VOLKSWAGEN AG PREF
ERA ERAMET SA
ELIS ELIS SA
TUB TUBACEX S.A.
NDA AURUBIS AG
PAL PALFINGER AG
CIE CIE AUTOMOTIVE S.A.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
CPINV CARE PROPERTY INVEST SA
WAF SILTRONIC AG
ZAG ZUMTOBEL GROUP AG
ALR ALIOR BANK SA
SPIE SPIE SA
RACE FERRARI NV
COPN COSMO PHARMACEUTICALS NV
RIO RIO TINTO PLC
MAU ETABLISSEMENTS MAUREL & PROM SA
BHP BHP GROUP LTD
DUE DURR AG
PIRC PIRELLI & C. S.P.A.
AMAG AMAG AUSTRIA METALL AG
GEST GESTAMP AUTOMOCION S.A.
FQT FREQUENTIS AG WIENER
GRP GREENCOAT RENEWABLES
COP COMPUGROUP MEDICAL SE & CO. KGAA
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
STLA STELLANTIS N.V.
FUR FUGRO NV
EAPI EUROAPI
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
AF AIR FRANCE - KLM
ALIV SDB AUTOLIV INC.
BRE BREMBO S.P.A.
HAVAS HAVAS N.V
- Ahmed Ben Salem
- Baptiste Lebacq
SCHP SECHE ENVIRONNEMENT
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
RNO RENAULT SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
EO FAURECIA SA
SSAB A SSAB AB CLASS A
DAI DAIMLER AG
POM PLASTIC OMNIUM SE
SCR SCOR SE
SZG SALZGITTER AG
TYRES NOKIAN RENKAAT OYJ
EKI EKINOPS SA
MTU MANITOU BF SA
GLO GL EVENTS SA
VOE VOESTALPINE AG
ACX ACERINOX SA
FR VALEO SE
BON BONDUELLE SCA
SOLB SOLVAY SA
VOW3 VOLKSWAGEN AG PREF
ERA ERAMET SA
ELIS ELIS SA
TUB TUBACEX S.A.
NDA AURUBIS AG
PAL PALFINGER AG
CIE CIE AUTOMOTIVE S.A.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
CPINV CARE PROPERTY INVEST SA
WAF SILTRONIC AG
ZAG ZUMTOBEL GROUP AG
ALR ALIOR BANK SA
SPIE SPIE SA
RACE FERRARI NV
COPN COSMO PHARMACEUTICALS NV
RIO RIO TINTO PLC
MAU ETABLISSEMENTS MAUREL & PROM SA
BHP BHP GROUP LTD
DUE DURR AG
PIRC PIRELLI & C. S.P.A.
AMAG AMAG AUSTRIA METALL AG
GEST GESTAMP AUTOMOCION S.A.
FQT FREQUENTIS AG WIENER
GRP GREENCOAT RENEWABLES
COP COMPUGROUP MEDICAL SE & CO. KGAA
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
STLA STELLANTIS N.V.
FUR FUGRO NV
EAPI EUROAPI
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
AF AIR FRANCE - KLM
ALIV SDB AUTOLIV INC.
BRE BREMBO S.P.A.
HAVAS HAVAS N.V
- Thomas Couvreur
Vopak Expanding global ITL capacity with investment in Thai Tank Termi...
Vopak announced FID has been taken to expand its existing Thai Industrial Terminal operated via its 35% owned the Thai Tank Terminal JV. The FID relates to a 160k cbm tank infrastructure to support US ethane import into Thailand. Vopak's 35% share in the investment for the additional tank storage will be close to €130m. Industrial terminal investments come with attractive OCRs and contract durations. We reiterate our Buy recommendation following last week's initiation on the name.
- Sharad Kumar S.P
Gimv Medi-Markt And Unizell Merge To Form Liveo Group
Medi-Markt and Unizell will merge to form Liveo group, who will be a highly capable supplier to the German homecare market specialising in the sophisticated, long-term care of chronically ill or impaired people in their home environment. The Liveo group will employ over 450 people. The group will operate throughout Germany and will achieve total combined sales of approximately €150.0m. Gimv will hold a majority interest in Liveo and will continue to grow the group with Jürgen van der Smissen. Th...
- ING Helpdesk
Benelux Morning Notes
Air France-KLM: Surprising 4Q to the upside. CMB.TECH: A golden step into Golden Ocean? EVS: Evertz 3Q25 results. GBL: Boosting its liquidity profile. Gimv: Continued transaction spree post capital increase. Solvay: 4Q24 beat, 2025F guide in-line, reaffirmed 2028F target. Talabat: Completes InstaShop acquisition
- Sharad Kumar S.P
GBL Sale Of 8.5m Shares Of SGS SA Could Make Way For Sizable Private A...
GBL announced that it had sold, through its wholly-owned subsidiary ‘Serena S.à r.l', 8.5m shares of SGS SA (~4.5% of SGS' shares outstanding) by way of an accelerated bookbuilding process for total proceeds of €0.8b. GBL will continue to remain SGS' largest shareholder with ~14.6% of the capital and voting rights. In the context of the Offering, GBL has entered into a 90-day lock-up commitment with respect to its remaining shares of SGS. The Offering is expected to settle on March 10, 2025. We ...
- Guy Sips
- Hilde Van Boxstael
- Lynn Hautekeete
- Michiel Declercq
- Sharad Kumar S.P
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
- Wim Hoste
Solvay FIRST LOOK: Solid 4Q24, good savings delivery, broad FY25 guida...
Solvay reported better than expected 4Q underlying EBITDA, up 2% organically to 256m, which was 9% better than our forecast and 8% above CSS. Solvay remains prudent on the outlook, guiding for a broad €1.0-1.1bn range, with both KBCS and CSS currently around the midpoint. Solvay is a base chemicals group with leading market and technology positions in the vast majority of its businesses. The company favours dividends over aggressive growth (c. 8% dividend yield) and operates with a solid balance...
- Michiel Declercq
Sipef Time to harvest the fruits
Following the publication of the FY24 results, we have revised our estimates to the upside. While production the output in FY24 disappointed, we expect production to structurally grow over time, driven by maturing plantations such as South-Sumatra, as well as the recovery from the volcanic eruption in PNG. Together with the ongoing high CPO prices and lower capex intensity in the years ahead, this should boost FCF, allowing for additional shareholder remuneration. Based on today's attractive val...
- 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 March 2025: Removing ABN, Ackermans – Add...
We made 5 changes in this March update of our KBC Securities Dynamic Top Pick List (DTPL): On 26 February we already removed ABN Amro from our DTPL, after a strong 24.4% return since the announcement of our 2025 Dynamic Top Pick List on 13 December 2024, far outpacing our financial sector coverage. Although we remain positive on the longer term, we believe most of the short-term revaluation is behind us. Today, we remove Ackermans & van Haaren as the stock just hit an all-time high and crossed...
ABN ABN AMRO BANK NV DEPOSITARY RECEIPTS
FAGR FAGRON SA
EVS EVS BROADCAST EQUIPMENT SA
XIOR XIOR STUDENT HOUSING N.V.
DIE D'IETEREN SA
SOF SOFINA SA
GIMB GIMV NV
ACKB ACKERMANS & VAN HAAREN NV
ROYAL VOPAK NV
MELE MELEXIS NV
WDP WAREHOUSES DE PAUW SCA
FUR FUGRO NV
AZE AZELIS GROUP NV
DEME DEME GROUP NV
SHUR SHURGARD SELF STORAGE LIMITED
- Roy Külter
- Steven Boumans
Expanding global industrial terminal capacity, Thai Tank Terminal and ...
Expanding global industrial terminal capacity, Thai Tank Terminal and PTT Global Chemical sign landmark 15-year ethane storage and handling agreement Expanding global industrial terminal capacity, Thai Tank Terminal and PTT Global Chemical sign landmark 15-year ethane storage and handling agreement 6 March 2025 Vopak has reached a positive final investment decision in expanding its global industrial terminal footprint by constructing 160,000 cubic metres tank infrastructure in Map Ta Phut, Rayong, to support the import of U.S. ethane into Thailand. Vopak’s joint venture entity Thai Tank T...
- Sharad Kumar S.P
Holdings Report - February 2025 KBCS Holdings Universe Returns 3.7% Du...
1M Performance - Absolute: During Feb'25 (1M period), the KBCS Holdings Universe posted a return of +3.7% which was mainly driven by single-asset holdings (+11.1%) while multi-asset holdings posted a modest return of +0.5%. The 3 top performers during the period were Heineken Holding (+21.3%), KBC Ancora (+6.9%) and Ackermans & van Haaren (+4.4%) while the 3 worst performers were Financière de Tubize (-6.3%), Compagnie du Bois Sauvage (TINC; -6.6%) and Whitestone Group (-6.8%). YTD Performance...
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
- Guy Sips
EVS Broadcast Equipment Delivering results and outlook in line with it...
We updated our model after EVS's PlayForward strategy continued to deliver FY24 results in line with its 2030 growth ambitions. EVS remains steadfast in its commitment to driving innovation within the broadcast industry, resulting in a new revenue record for the fourth consecutive year. For FY25, we increased our FY25 topline (from €192.3m to €201m) as, based on the order book, the pipeline, and current market dynamics, EVS is guiding for FY25 revenue to be in the range of €195-210m. We expect...
Solvay fourth quarter and full year 2024 results
Solvay fourth quarter and full year 2024 results Press release Regulated information Solid EBITDA and free cash flow supported by cost savings acceleration Brussels, March 6, 2025, 7.00am CET Highlights “Essential for Generations”: Solvay’s ambition is to be a leader in Essential Chemistry. Despite challenging market conditions in 2024, we proved the resilience of our business and our strong execution, delivering solid results. This allows us to confirm our 2028 EBITDA mid-single digit annual growth target. Launch of the “For Generations” roadmap, defining the foundations of Sustai...
Solvay : résultats du quatrième trimestre et de l’année 2024
Solvay : résultats du quatrième trimestre et de l’année 2024 Communiqué de presse Information réglementée EBITDA et free cash flow solides, soutenus par l'accélération des réductions de coûts Bruxelles, le 6 mars 2025 - 7h00 CET Faits marquants “Essential for Generations” : L'ambition de Solvay est d'être un leader dans la chimie essentielle. Malgré des conditions de marché difficiles en 2024, nous avons prouvé la résilience de nos activités et notre forte capacité d’exécution, en obtenant de solides résultats. Cela nous permet de confirmer notre objectif de croissance annuelle de...
Solvay 2024 vierde kwartaal en jaarresultaten
Solvay 2024 vierde kwartaal en jaarresultaten Persbericht Gereglementeerde informatie Solide EBITDA en vrije kasstroom ondersteund door versnelde kostenbesparingen Brussel, 6 maart 2025, 7u00 CET Hoogtepunten Essential for Generations: Solvay heeft de ambitie een leider te zijn in essentiële chemie. Ondanks uitdagende marktomstandigheden in 2024 hebben we de veerkracht van ons bedrijf en onze sterke uitvoering bewezen, met solide resultaten. Hierdoor kunnen we onze EBITDA-doelstelling voor 2028 bevestigen, met een ‘mid-single digit’ jaarlijkse groei.Lancering van de “For Generat...
DEME and Jan De Nul joint venture signs letter of award for dredging w...
DEME and Jan De Nul joint venture signs letter of award for dredging works at Vadhavan port in India A joint venture of DEME and Jan De Nul has signed a letter of award with Indian engineering and construction company ITD Cementation for dredging and reclamation works in Vadhavan Port in India. Attachment
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