reports
- 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
- Guy Sips
EVS Broadcast Equipment Target Tweaked, Confidence Sustained
We updated our model after 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. We welcome EVS remains cautiously optimistic about achieving its FY25 revenue objectives though, given the macro-economic tensions, the tariff discussions and the ...
EVS Invites Its Shareholders to a Postponed Extraordinary General Meet...
EVS Invites Its Shareholders to a Postponed Extraordinary General Meeting on June 10, 2025 EVS INVITES ITS SHAREHOLDERS TO A POSTPONED EXTRAORDINARY GENERAL MEETING ON JUNE 10, 2025 As already communicated on May 20, 2025, due to the lack of attendance quorum, the Extraordinary General Meeting of EVS Broadcast Equipment SA convened on May 20, 2025 is postponed to June 10, 2025, at 12:00 pm, at its registered office in Liège, to deliberate on the agenda available on the website of the company (see link below). The Board of Directors will propose to this effect to the Shareholders to appr...
EVS INVITE SES ACTIONNAIRES À UNE ASSEMBLÉE GÉNÉRALE EXTRAORDINAIRE RE...
EVS INVITE SES ACTIONNAIRES À UNE ASSEMBLÉE GÉNÉRALE EXTRAORDINAIRE REPORTEE LE 10 JUIN 2025 EVS INVITE SES ACTIONNAIRES À UNE ASSEMBLÉE GÉNÉRALE EXTRAORDINAIRE REPORTEE LE 10 JUIN 2025 Comme déjà communiqué le 20 mai 2025, l’Assemblée Générale Extraordinaire de EVS Broadcast Equipment SA convoquée le 20 mai 2025 n’ayant pas réuni le quorum de présence requis est reportée au 10 juin 2025, à 12:00 heures, à son siège social à Liège pour se prononcer sur l’agenda tel que publié sur le site internet de la société (voir lien ci-dessous). Le Conseil d'Administration proposera à cet effet aux...
- 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...
EVS Communicates the Results of the Ordinary General Meeting
EVS Communicates the Results of the Ordinary General Meeting EVS COMMUNICATES THE RESULTS OF THE ORDINARY GENERAL MEETING EVS Broadcast Equipment SA, leading provider of live video production systems, held its Ordinary General Meeting on May 20, 2025. In total 154 shareholders representing 3,726,794 shares, or 26.01% of the company shares, attended (by proxy and physically) the Ordinary General Meeting held physically at the company's registered office. All the resolutions have been approved, i.e.:- The remuneration report, the discharge of the Directors and the Auditor;- The 2024 a...
EVS COMMUNIQUE LES RESULTATS DE L’ASSEMBLEE GENERALE ORDINAIRE
EVS COMMUNIQUE LES RESULTATS DE L’ASSEMBLEE GENERALE ORDINAIRE EVS COMMUNIQUE LES RESULTATS DE L’ASSEMBLEE GENERALE ORDINAIRE EVS Broadcast Equipment SA, leader des systèmes de production vidéo en direct, a tenu ce mardi 20 mai 2025 son Assemblée Générale Ordinaire. Au total, 154 actionnaires représentant 3.726.794 titres, soit 26,01% du capital de la société, ont pris part par procuration et physiquement à cette Assemblée qui s’est déroulée physiquement au siège social de la société. Toutes les résolutions ont été approuvées, à savoir :- Le rapport de rémunération, la décharge aux A...
- Guy Sips
- Jacob Mekhael
- Kristof Samoy
- Thomas Couvreur
- Thomas Vranken
- Wim Hoste
- 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...
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