reports
- Wim Lewi
VGP EPRA property tour to Berlin Ludwigsfelde
We visited Lidl and Zalando warehouse on the VGP Berlin park Ludwigsfelde (216k sqm). These are standard buildings of 12m high and 7 ton floor. Interestingly, there is a lot of manual labour, with an estimated 80% of labour coming out of Poland. The Polish border is 100km away and workers stay the week nearby in local housing to go back home for the weekend. The Ludwigsfelde site is about 20km out of Berlin on the A10, a big industrial artery (Tesla, etc…). VGP bought the land in 2014 and is st...
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Michiel Declercq
- Wim Lewi
VGP’s ‘BBB-’ Credit Rating Reaffirmed by Fitch Ratings
VGP’s ‘BBB-’ Credit Rating Reaffirmed by Fitch Ratings PRESS RELEASE Regulated Information Antwerp, Belgium, 4 September 2024 (07.00 a.m. CET) VGP NV (‘VGP’ or ‘the Group’), a European provider of high-quality logistics and semi-industrial real estate, has had its credit rating reaffirmed by the Rating Agency Fitch Ratings (‘Fitch’). Fitch has reaffirmed the credit rating for VGP NV with a Long-Term Issuer Default Rating (IDR) and senior unsecured rating at 'BBB-'. The Outlook on the rating is Stable. Fitch stated: “The ratings reflect VGP’s continued discipline in managing dev...
VGP's 'BBB-' Kredietrating Herbevestigd door Fitch Ratings
VGP's 'BBB-' Kredietrating Herbevestigd door Fitch Ratings PERSBERICHT Gereglementeerde informatie Antwerpen, België, 4 september 2024 (07.00 a.m. CET) VGP NV ('VGP' of 'de Groep'), een Europese aanbieder van hoogstaand logistiek en semi-industrieel vastgoed, heeft zijn kredietrating herbevestigd gekregen van het ratingbureau Fitch Ratings ('Fitch'). Fitch heeft de kredietrating voor VGP NV met een 'Long-Term Issuer Default Rating' (IDR) en 'Senior Unsecured Rating' op 'BBB-' nogmaals bevestigd. Het vooruitzicht van de rating is stabiel. Fitch zei: “De ratings weersp...
- Roy Külter
- Steven Boumans
INTO INTERVEST OFFICES & WAREHOUSES SA
XIOR XIOR STUDENT HOUSING N.V.
COFB COFINIMMO SA
VASTN VASTNED RETAIL NV
MONT MONTEA SCA
AED AEDIFICA SA
CPINV CARE PROPERTY INVEST SA
VGP VGP NV
NSI NSI N.V.
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
EBUS EBUSCO HLDG NV
CTPNV CTP NV
- Roy Külter
- Steven Boumans
INTO INTERVEST OFFICES & WAREHOUSES SA
XIOR XIOR STUDENT HOUSING N.V.
COFB COFINIMMO SA
VASTN VASTNED RETAIL NV
MONT MONTEA SCA
AED AEDIFICA SA
CPINV CARE PROPERTY INVEST SA
VGP VGP NV
NSI NSI N.V.
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
EBUS EBUSCO HLDG NV
CTPNV CTP NV
- Gerardo Ibanez
- Roy Külter
- Steven Boumans
ODDO : Dutch transfer tax to be reduced to 8%, supporting NAV and LTVs...
>Dutch real estate transfer tax to be reduced from 10.4% to 8% - The Dutch government will reduce the transfer tax for commercial buyers to 8%, according to leaked documents that newspaper De Telegraaf released. This is still more than the 6% it was before 2021, but less than the current 10.4%. The budget has now been sent to the Council of State. On “Prinsjesdag”, September 17, the House of Representatives will officially receive the plans, and the budget will be mad...
VGP NV: Voting Rights and Denominator
VGP NV: Voting Rights and Denominator Press ReleaseRegulated InformationAntwerp, 2 September 2024– 7.00 a.m. CET In application of Article 15 of the Law of May 2, 2007 on the disclosure of major shareholdings in issuers whose shares are admitted for trading on a regulated market, VGP publishes, by means of a press release and on its website, the total share capital, the total number of securities with voting rights and the total number of voting rights at the latest at the end of each month in which any of these numbers has changed. Situation as at 31 August 2024: Total share capital:€ 13...
VGP NV: Stemrechten en Noemer
VGP NV: Stemrechten en Noemer PersberichtGereglementeerde informatieAntwerpen, 2 september 2024, 07:00 CET In toepassing van artikel 15 van de wet van 2 mei 2007 op de openbaarmaking van belangrijke deelnemingen in emittenten waarvan aandelen zijn toegelaten tot de verhandeling op een gereglementeerde markt, publiceert VGP door middel van een persbericht en op haar website het totaal kapitaal, het totaal aantal stemrechtverlenende effecten en het totale aantal stemrechten uiterlijk op het einde van elke maand waarin één van deze aantallen is gewijzigd. Situatie op 31 augustus 2024: T...
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Lynn Hautekeete
- Michiel Declercq
- Thomas Couvreur
- Thomas Vranken
- Wim Lewi
- Roy Külter
- Steven Boumans
VGP NV : H1 2024 results: many levers to grow
>Operationally as expected, values bottomed - New and renewed leases: € 45.6m, of which €28.7 new leases, €7.7m indexation and -€3.1m in terminations (4M 2024: € 31.9m), bringing the annualised committed leases to €384.7m (4M 2024: € 376.2m), up +17.3% YoY (4M 2024: up +17.3%).Projects delivered: 264,000 sqm (4M 2024: 101,000 sqm).Projects under construction: 835,000 sqm, representing €56.8m in additional annual rent once fully built and let, being 70.1% pre...
VGP’s Half Year Results 2024
VGP’s Half Year Results 2024 Regulated information - Inside information 23 August 2024, 7:00am, Antwerp, Belgium: VGP NV (‘VGP’ or ‘the Group’), a European provider of high-quality logistics and semi-industrial real estate, today announces the results for half-year ended 30 June 2024: A pre-tax profit of € 154.6 million (increase of 218% versus H1 ’23), reflecting € 33 million of net rental and renewable energy income, joint venture management fee income of € 15.7 million and € 99.1 million net valuation gains on the portfolio € 45.6 million worth of signed and renewed lease agree...
VGP Halfjaarresultaten 2024
VGP Halfjaarresultaten 2024 Gereguleerde informatie - Voorwetenschap 23 augustus 2024, 7:00 uur, Antwerpen, België: VGP NV ('VGP' of 'de Groep'), een Europese aanbieder van hoogwaardig logistiek en semi-industrieel vastgoed, maakt vandaag de resultaten bekend voor het halfjaar eindigend op 30 juni 2024: Een resultaat voor belastingen van € 154,6 miljoen (een stijging van 218% t.o.v. H1 ’23) gerealiseerd door € 33 miljoen netto huur- en hernieuwbare energie inkomsten, € 15,7 miljoen joint venture management fee inkomsten en € 99,1 miljoen netto waarderingswinsten op de portefeuille€ 4...
VGP and DEKA Immobilien Complete Third and Final Closing in 50:50 ‘RE...
VGP and DEKA Immobilien Complete Third and Final Closing in 50:50 ‘RED’ Joint Venture PRESS RELEASE Regulated Information Antwerp, Belgium, 19 August 2024 (7.00 a.m. CET) VGP NV ('VGP') and Deka Immobilien, one of Europe’s largest globally active real estate investment companies, today announce the signing of the third and final closing of their 50:50 joint venture, RED (The ‘Fifth Joint Venture’). This transaction includes a logistics building developed in a park that was transferred to the joint venture in the first closing. At the time, this asset was still under construction. ...
VGP Announces Webcast to Review 1H 2024 Financial Results
VGP Announces Webcast to Review 1H 2024 Financial Results 9 August 2024, Antwerp, Belgium: VGP NV (‘VGP’ or ‘the Group’), a European provider of high-quality logistics and semi-industrial real estate, announces the details for the webcast to review its financial results for the first half year ended 30 June 2024: Friday, 23 August 2024 at 10.30 a.m. (CET)Webcast link: The link above will allow you to register for the event. The presentation can be attended from your laptop, tablet or mobile device. The video will stream through your selected device. Please join the audio webcast 5-10...
VGP Kondigt Webcast aan voor Presentatie van de Resultaten over 1H 202...
VGP Kondigt Webcast aan voor Presentatie van de Resultaten over 1H 2024 9 augustus 2024, Antwerpen, België: VGP NV (‘VGP’ of ‘de Groep’), een pan-Europese aanbieder van hoogwaardig logistiek en semi-industrieel vastgoed, kondigt de details aan voor een webcast ter bespreking van de resultaten voor het eerste halfjaar eindigend op 30 juni 2024: Vrijdag 23 augustus 2024, om 10.30 a.m. (CET)Webcast link: Via bovenstaande link kunt u zich registreren voor het evenement. De presentatie kan worden bijgewoond vanaf uw laptop, tablet of mobiele telefoon. De video wordt gestreamd via het door u...
VGP NV: Develops New Facilities for Verne in VGP Park Zagreb
VGP NV: Develops New Facilities for Verne in VGP Park Zagreb PRESS RELEASE In VGP Park Zagreb 28,500 m2 is leased to Verne for its new flagship urban autonomous mobility ecosystem projectFollowing 5 years of preparation, Verne yesterday unveiled the project in the presence of media and dignitaries from all over the worldThe site in Zagreb will be used for the development and production of autonomous electric vehicles 27 June 2024, 7.00 pm, Zagreb (Croatia) / Antwerp (Belgium) – VGP, a European provider of high-quality logistics and semi-industrial real estate, is developing a new busine...
- Baptiste Salaville
- Gerardo Ibanez
- Jean-Baptiste Rouphael
- Steven Boumans
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 25/06/2024
Peu de secteurs polarisent autant que le luxe automobile sportif. A la pointe de l’innovation technologique et artistique pour les uns, il est le reflet d’inégalités excessives pour les autres. Nous estimons que le secteur a un rôle prépondérant à jouer sur l’atténuation du changement climatique, mais aussi l’économie circulaire ou la transition juste. Considérant les impacts, risques et opportunités matériels, nous plaçons Ferrari en Best-in-Class ESG, Porsche en Neutre ESG, et Aston...
SGO COMPAGNIE DE SAINT-GOBAIN SA
LI KLEPIERRE SA
COV COVIVIO SA
GFC GECINA SA
NXI NEXITY SA CLASS A
SW SODEXO SA
FLY SOCIETE FONCIERE LYONNAISE SA
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
WHA WERELDHAVE N.V.
INTO INTERVEST OFFICES & WAREHOUSES SA
KOF KAUFMAN & BROAD SA
MRK MERCK KGAA
ALTA ALTAREA SCA
VNA VONOVIA SE
XIOR XIOR STUDENT HOUSING N.V.
DEQ DEUTSCHE EUROSHOP AG
SAN SANOFI
AIR AIRBUS SE
ICAD ICADE SA
COFB COFINIMMO SA
VASTN VASTNED RETAIL NV
TEG TAG IMMOBILIEN AG
PSPN PSP SWISS PROPERTY 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
ARG ARGAN SA
VGP VGP NV
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
LRE LAR ESPANA REAL ESTATE SOCIMI SA
MERLIN MERLIN PROPERTIES SOCIMI S.A.
DKG DEUTSCHE KONSUM REIT-AG
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
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
PRX PROSUS N.V. CLASS N
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
CTPNV CTP NV
SHUR SHURGARD SELF STORAGE LIMITED
- Baptiste Salaville
- Gerardo Ibanez
- Jean-Baptiste Rouphael
- Steven Boumans
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 06/25/2024
Few sectors are as polarising as luxury sports cars. At the cutting edge of technological and artistic innovation for some, they reflect excessive inequality for others. We believe the sector has a key role to play in climate change mitigation, as well as in the circular economy and just transition. Taking into account material impacts, risks and opportunities, we see Ferrari as ESG Best-in-Class, Porsche as ESG Neutral and Aston-Martin Lagonda as ESG Not Recommended. - ...
SGO COMPAGNIE DE SAINT-GOBAIN SA
LI KLEPIERRE SA
COV COVIVIO SA
GFC GECINA SA
NXI NEXITY SA CLASS A
SW SODEXO SA
FLY SOCIETE FONCIERE LYONNAISE SA
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
WHA WERELDHAVE N.V.
INTO INTERVEST OFFICES & WAREHOUSES SA
KOF KAUFMAN & BROAD SA
MRK MERCK KGAA
ALTA ALTAREA SCA
VNA VONOVIA SE
XIOR XIOR STUDENT HOUSING N.V.
DEQ DEUTSCHE EUROSHOP AG
SAN SANOFI
AIR AIRBUS SE
ICAD ICADE SA
COFB COFINIMMO SA
VASTN VASTNED RETAIL NV
TEG TAG IMMOBILIEN AG
PSPN PSP SWISS PROPERTY 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
ARG ARGAN SA
VGP VGP NV
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
LRE LAR ESPANA REAL ESTATE SOCIMI SA
MERLIN MERLIN PROPERTIES SOCIMI S.A.
DKG DEUTSCHE KONSUM REIT-AG
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
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
PRX PROSUS N.V. CLASS N
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
CTPNV CTP NV
SHUR SHURGARD SELF STORAGE LIMITED
AGN AEGON N.V.
- Baptiste Salaville
- Gerardo Ibanez
- Jean-Baptiste Rouphael
- 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.
INTO INTERVEST OFFICES & WAREHOUSES SA
KOF KAUFMAN & BROAD SA
ALTA ALTAREA SCA
VNA VONOVIA SE
TRI TRIGANO SA
XIOR XIOR STUDENT HOUSING N.V.
DEQ DEUTSCHE EUROSHOP AG
ERA ERAMET SA
ICAD ICADE SA
COFB COFINIMMO SA
DEZ DEUTZ AG
VASTN VASTNED RETAIL NV
TEG TAG IMMOBILIEN AG
PSPN PSP SWISS PROPERTY 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
ARG ARGAN SA
VGP VGP NV
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
LRE LAR ESPANA REAL ESTATE SOCIMI SA
MERLIN MERLIN PROPERTIES SOCIMI S.A.
DKG DEUTSCHE KONSUM REIT-AG
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
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
S92 SMA SOLAR TECHNOLOGY AG
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
CTPNV CTP NV
GVOLT GREENVOLT - ENERGIAS RENOVAVEIS S.A.
SHUR SHURGARD SELF STORAGE LIMITED
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