reports
- ING Helpdesk
Benelux Morning Notes
Ageas: Reinsurance partnership with TRIGLAV, taking QS on Italian motor direct insurance Belgian Telecoms: Digi introduces a new mobile subscription at €3. Kinepolis: Box office in US/Canada up 76% YoY while France visitors were down 25%. NN Group & ASR: Dutch coalition collapse not affecting Dutch Pension Reform. SBM Offshore: Farewell Aseng after 13.5 years of service. Events Calendar
PROX PROXIMUS SA DE DROIT PUBLIC
SBMO SBM OFFSHORE NV
AGS AGEAS SA/NV
PHIA KONINKLIJKE PHILIPS N.V.
WKL WOLTERS KLUWER NV
ASM ASM INTERNATIONAL N.V.
ASRNL ASR NEDERLAND NV
LIGHT SIGNIFY NV
MELE MELEXIS NV
KIN KINEPOLIS GROUP NV
NN NN GROUP N.V.
ASML ASML HOLDING NV
TKWY JUST EAT TAKEAWAY.COM N.V.
OBEL ORANGE BELGIUM SA
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
TOM2 TOMTOM NV
PRX PROSUS N.V. CLASS N
DSC1 DUTCH STAR C SHAR
BAR BARCO NV
FAST FASTNED
- Guy Sips
- Jacob Mekhael
- Kristof Samoy
- Livio Luyten
- Lynn Hautekeete
- Michiel Declercq
- Thibault Leneeuw
- Thomas Couvreur
- Thomas Vranken
- Wim Hoste
- Wim Lewi
Dynamic Top Pick List Update June: Removing Merus, Shurgard and Adyen ...
In this June update, we've made four adjustments to the KBC Securities Dynamic Top Pick List: 1.Merus (Removed – 27 May) was removed following the release of strong interim Phase 2 data at the ASCO 2025 conference. Its lead asset, petosemtamab, in combination with Keytruda, showed a 63% overall response rate in first-line treatment of head and neck cancer—significantly outperforming Keytruda monotherapy. The resulting share price surge validated our investment thesis. 2. Adyen (Removed) has de...
FAGR FAGRON SA
EVS EVS BROADCAST EQUIPMENT SA
XIOR XIOR STUDENT HOUSING N.V.
DIE D'IETEREN SA
SOF SOFINA SA
ROYAL VOPAK NV
MELE MELEXIS NV
KIN KINEPOLIS GROUP NV
MRUS MERUS B V
ADYEN ADYEN NV
WDP WAREHOUSES DE PAUW SCA
AZE AZELIS GROUP NV
DEME DEME GROUP NV
SHUR SHURGARD SELF STORAGE LIMITED
Montea NV: 1 director
A director at Montea NV sold 535 shares at 64.900EUR and the significance rating of the trade was 53/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing ...
- Ahmed Ben Salem
- Bruno Cavalier
- Steven Boumans
TKA THYSSENKRUPP AG
EQNR EQUINOR ASA
MT ARCELORMITTAL SA
GALP GALP ENERGIA SGPS SA CLASS B
APAML APERAM SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
LI KLEPIERRE SA
COV COVIVIO SA
OUT1V OUTOKUMPU OYJ
GFC GECINA SA
SSAB A SSAB AB CLASS A
NXI NEXITY SA CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
FLY SOCIETE FONCIERE LYONNAISE SA
GYC GRAND CITY PROPERTIES SA
TNG TRANSGENE SA
MERY MERCIALYS SA
EVN EVN AG
SZG SALZGITTER AG
EL ESSILORLUXOTTICA SA
WHA WERELDHAVE N.V.
KCO KLOECKNER & CO SE
BLND BRITISH LAND COMPANY PLC
BRBY BURBERRY GROUP PLC
KOF KAUFMAN & BROAD SA
JCQ JACQUET METALS SA
KER KERING SA
ALTA ALTAREA SCA
VNA VONOVIA SE
VOE VOESTALPINE AG
ACX ACERINOX SA
ENI ENI S.P.A.
XIOR XIOR STUDENT HOUSING N.V.
ERA ERAMET SA
ICAD ICADE SA
01913 PRADA S.P.A.
REP REPSOL SA
BYG BIG YELLOW GROUP PLC
COFB COFINIMMO SA
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
MONC MONCLER SPA
CPINV CARE PROPERTY INVEST SA
SAFE SAFESTORE HOLDINGS PLC
ARG ARGAN SA
VGP VGP NV
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
DKG DEUTSCHE KONSUM REIT-AG
BP. BP P.L.C.
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
SHEL SHELL PLC
ONE ONE UNITED PROPERTIES SA
TTS TRANSPORT TRADE SVCS
SHUR SHURGARD SELF STORAGE LIMITED
ATO ATOS SE
- Ahmed Ben Salem
- Bruno Cavalier
- Steven Boumans
TKA THYSSENKRUPP AG
EQNR EQUINOR ASA
MT ARCELORMITTAL SA
GALP GALP ENERGIA SGPS SA CLASS B
APAML APERAM SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
LI KLEPIERRE SA
COV COVIVIO SA
ROG ROCHE HOLDING LTD
OUT1V OUTOKUMPU OYJ
GFC GECINA SA
SSAB A SSAB AB CLASS A
NXI NEXITY SA CLASS A
NOVN NOVARTIS AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
FLY SOCIETE FONCIERE LYONNAISE SA
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
SZG SALZGITTER AG
EL ESSILORLUXOTTICA SA
WHA WERELDHAVE N.V.
KCO KLOECKNER & CO SE
BLND BRITISH LAND COMPANY PLC
BRBY BURBERRY GROUP PLC
KOF KAUFMAN & BROAD SA
JCQ JACQUET METALS SA
KER KERING SA
ALTA ALTAREA SCA
VNA VONOVIA SE
VOE VOESTALPINE AG
ACX ACERINOX SA
ENI ENI S.P.A.
XIOR XIOR STUDENT HOUSING N.V.
BAS BASF SE
SAN SANOFI
ICAD ICADE SA
01913 PRADA S.P.A.
REP REPSOL SA
BYG BIG YELLOW GROUP PLC
COFB COFINIMMO SA
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
MONC MONCLER SPA
CPINV CARE PROPERTY INVEST SA
SAFE SAFESTORE HOLDINGS PLC
ARG ARGAN SA
VGP VGP NV
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
NN NN GROUP N.V.
MERLIN MERLIN PROPERTIES SOCIMI S.A.
DKG DEUTSCHE KONSUM REIT-AG
AZN ASTRAZENECA PLC
BP. BP P.L.C.
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
DSY DASSAULT SYSTEMES SA
ECMPA EUROCOMMERCIAL PROPERTIES NV
CTPNV CTP NV
SHEL SHELL PLC
ONE ONE UNITED PROPERTIES SA
GSK GSK PLC
SHUR SHURGARD SELF STORAGE LIMITED
H2O HIDROELECTRICA S.A.
NOVO B NOVO NORDISK A/S
- Florent Laroche-Joubert
- Roy Külter
- Steven Boumans
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
BYG BIG YELLOW GROUP PLC
COFB COFINIMMO SA
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT 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
SAFE SAFESTORE HOLDINGS PLC
ARG ARGAN SA
VGP VGP NV
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
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
ONE ONE UNITED PROPERTIES SA
SHUR SHURGARD SELF STORAGE LIMITED
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Thomas Vranken
- Wim Hoste
- Wim Lewi
- ING Helpdesk
Benelux Morning Notes
Ackermans & van Haaren: Solid 1Q25. Ascencio: Resilient results. Gimv: NAV a tad higher than expected, underlying companies surprisingly strong. IBA: Soft start in Technologies, 2025 and 2028 guidance reiterated. OCI: In-line 1Q25 trading update. Vopak: IPO of AVTL - value coming to the surface
- Lynn Hautekeete
Ascencio 1H25 results: EPRA earnings above estimates but tougher retai...
Ascencio reports 1H25 EPRA earnings above our expectations due to lower than expected financial charges. There is negative rent reversion on renewals which has been a common factor for Ascencio as the ERV -contractual rent gap was 10.6% in 2023. The gap is closing with a negative impact on contractual rents. This has been an argument for our hold recommendation in the past 3 years. The occupancy dropped by 1.1% on signs of a weaker retail market and this even excluding the Casa bankruptcy (3 uni...
Half-yearly financial report of Ascencio SA
Half-yearly financial report of Ascencio SA DYNAMIC LETTING ACTIVITY & SOLID DEBT STRUCTURE 6.95%GROSS YIELD ON THE PORTFOLIO2.18%AVERAGE COST OF DEBT-0.1%CHANGE IN FAIR VALUE OF THE PORTFOLIO96.7%EPRA OCCUPANCY RATE95.2%INTEREST RATE HEDGING RATIO OPERATING RESULTS Rental income: €27.1 million, up by 2.8% from €26.3 million at 31/03/2024EPRA Earnings: €19.0 million, up 5.7% from €18.0 million at 31/03/2024EPRA Earnings per share: €2.88 (vs €2.72 at 31/03/2024)Net result: €18.7 million (vs €5.7 million at 31/03/2024), the significant increase being due to the difference in revaluations (-€...
Rapport financier semestriel d'Ascencio SA
Rapport financier semestriel d'Ascencio SA Activité commerciale dynamique & structure d’endettement robuste 6,95%RENDEMENT BRUT DU PORTEFEUILLE2,18%COÛT MOYEN DE FINANCEMENT-0,1%DE VARIATION DE JUSTE VALEUR DU PORTEFEUILLE96,7%TAUX D’OCCUPATION EPRA95,2%RATIO DE COUVERTURE DE TAUX D’INTÉRÊT RÉSULTATS OPÉRATIONNELS Revenus locatifs : 27,1 millions EUR, en progression de 2,8% par rapport à 26,3 millions EUR au 31/03/2024Résultat EPRA : 19,0 millions EUR, en hausse de 5,7% par rapport à 18,0 millions EUR au 31/03/2024Résultat EPRA par action : 2,88 EUR (vs 2,72 EUR au 31/03/2024)Résultat ...
Financieel halfjaarverslag van Ascencio NV
Financieel halfjaarverslag van Ascencio NV Dynamische commerciële activiteit & krachtige schuldstructuur 6,95%BRUTORENDEMENT VAN DE PORTEFEUILLE 2,18%GEMIDDELDE KOST VAN DE SCHULDENLAST -0,1%VARIATIE IN DE REËLE WAARDE VAN DE PORTEFEUILLE 96,7%EPRA BEZETTINGSGRAAD 95,2%AFDEKKINGSRATIO VAN DE RENTE OPERATIONEEL RESULTAAT Huurinkomsten: 27,1 miljoen EUR, een stijging van 2,8% ten opzichte van 26,3 miljoen EUR op 31/03/2024EPRA Earnings: 19,0 miljoen EUR, een stijging met 5,7% ten opzichte van 18,0 miljoen EUR op 31/03/2024EPRA Earnings per aandeel: 2,88 EUR (tegenover 2...
- Guy Sips
- Jacob Mekhael
- Kristof Samoy
- Thomas Couvreur
- Thomas Vranken
- Wim Hoste
- Thomas Vranken
Biotalys FIRST LOOK: Unlocking post-harvest setting with AgroFresh par...
Biotalys has entered a collaboration with US-based AgroFresh Solutions to develop and commercialize its biocontrols for post-harvest use, targeting a $ ~300m global market. AgroFresh is a global leader in the post-harvest niche and featured $ 162m revenues at the time of its takeover by private equity Paine Schwartz in 2023, having grown significantly from ~300 to ~700 employees since then. We see the collaboration as highly complementary to Biotalys' pre-harvest efforts as it unlocks access to ...
Minutes General Meeting
Minutes General Meeting Minutes General Meeting Regulatory release 20 May 2025, 8.00 a.m. CET Kinepolis Group NV has held her Ordinary General Meeting on 14 May 2025. All proposed agenda items were approved.The minutes of the meeting can be consulted on the website of Kinepolis Group KINEPOLIS GROUP NV Eeuwfeestlaan 20, 1020 BrusselsEnterprise Number VAT BE 0415.928.179 RLP Brussels, Dutch speaking department -
Procès-Verbal de l’Assemblée générale
Procès-Verbal de l’Assemblée générale Procès-Verbal de l’Assemblée générale Information réglementée 20 mai 2025, 8h00 L’Assemblée générale ordinaire de Kinepolis Group SA s’est tenue en date du 14 mai 2025. Tous les points de l’ordre du jour ont été approuvés.Le procès-verbal de l’assemblée peut être consulté sur le site web de Kinepolis Group KINEPOLIS GROUP SA Boulevard du Centenaire 20, 1020 BruxellesN° d'entreprise TVA BE 0415.928.179 RPM Bruxelles, département néerlandophone -
Notulen Algemene Vergadering
Notulen Algemene Vergadering Notulen Algemene Vergadering Gereglementeerde informatie 20 mei 2025, 8u00 Kinepolis Group NV heeft op 14 mei 2025 een Gewone Algemene Vergadering gehouden. Alle voorgestelde agendapunten werden goedgekeurd.De notulen van de vergadering zijn te raadplegen op de website van Kinepolis Group NV KINEPOLIS GROUP NV Eeuwfeestlaan 20, 1020 BrusselOndernemingsnummer BTW BE 0415.928.179 RPR Brussel, Nederlandstalige afdeling -
Payment of dividend
Payment of dividend Payment of dividend Regulatory release 14 May 2025, 1 p.m. CET The Ordinary General Meeting of Kinepolis Group NV has decided today to pay out a dividend of € 0.55 gross per share to the shareholders (€ 0.385 net after deduction of 30% withholding taxes). The dividend will be paid out as from 20 May 2025. The ex coupon date is fixed at 16 May 2025 and the record date at 19 May 2025. KINEPOLIS GROUP NV Public limited company that is making or has made a public appeal to savingsEeuwfeestlaan 20, 1020 BrusselsEnterprise Number VAT BE 0415.928.179 RLP Brussels
Paiement dividende
Paiement dividende Paiement dividende Information réglementée 14 mai 2025, 13h00 L'Assemblée générale ordinaire de Kinepolis Group SA a décidé aujourd’hui de payer aux actionnaires un dividende de 0,55 € brut par action (0,385 € net après déduction du précompte mobilier de 30%). Le dividende sera mis en paiement à partir du 20 mai 2025. La date ex coupon a été fixée au 16 mai 2025 et la date d’enregistrement au 19 mai 2025. KINEPOLIS GROUP SA Société anonyme qui fait ou a fait publiquement appel à l'épargneBoulevard du Centenaire 20, 1020 BruxellesN° d'entreprise TVA BE 0415.928.179...
Dividenduitkering
Dividenduitkering Dividenduitkering Gereglementeerd bericht 14 mei 2025, 13u00 De Gewone Algemene Vergadering van Kinepolis Group NV heeft vandaag besloten een dividend van € 0,55 bruto per aandeel (€ 0,385 netto na aftrek van 30% roerende voorheffing) uit te betalen aan de aandeelhouders. Het dividend wordt betaalbaar gesteld vanaf 20 mei 2025. De ex-coupon datum is vastgesteld op 16 mei 2025 en de record datum op 19 mei 2025. KINEPOLIS GROUP NV Naamloze vennootschap die publiek beroep doet of gedaan heeft op het spaarwezenEeuwfeestlaan 20, 1020 BrusselOndernemingsnummer BTW...
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