reports
- ING Helpdesk
Benelux Morning Notes
Aalberts: highlights ING Benelux Conference Brussels 2024, Ackermans & Van Haaren: Highlights ING Benelux Conference Brussels,Ackermans & Van Haaren: Strong operational performance of underlying companies and guidance fine-tuned upwards, AMG: Highlights ING Benelux Conference Brussels, Aperam: Highlights ING Benelux Conference Brussels, Arcadis: Highlights ING Benelux conference, Azelis: Highlights ING Benelux Conference Brussels, Bekaert: Guidance cut and €200m buyback as sweetener, CFE: No new...
BEKB BEKAERT SA
APAML APERAM SA
EVS EVS BROADCAST EQUIPMENT SA
DIE D'IETEREN SA
CFEB COMPAGNIE D'ENTREPRISES CFE SA
ACKB ACKERMANS & VAN HAAREN NV
ARCAD ARCADIS NV
MONT MONTEA SCA
AALB AALBERTS N.V.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
MELE MELEXIS NV
TWEKA TKH GROUP N.V. CERT
KIN KINEPOLIS GROUP NV
INX IMCD N.V.
JDEP JDE PEET'S NV
UMG UNIVERSAL MUSIC GROUP NV
AZE AZELIS GROUP NV
- Guy Sips
- Hilde Van Boxstael
- Lynn Hautekeete
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
- Guy Sips
EVS Broadcast Equipment FY24 revenue and EBIT guidance firming up towa...
EVS indicated that after 3Q24 they are on track to achieve FY24 revenue and profit at the higher end range of its guidance (revenue guidance of € 190 to €200m (KBCSe € 197.1m) and EBIT guidance €40 to 46m (KBCSe € 44.1m)). Next to the positive impact of its revenue performance on its gross profit, EVS sees an increasing gross margin performance on all its solutions. For this EVS refers to a well balanced pricing strategy. Without giving exact numbers, they highlight that this results in an overa...
EVS Q3 2024 business update
EVS Q3 2024 business update EVS Q3 2024 business update Reaffirming growth expectations for 2024, setting a new revenue high for EVS, while actively building the future Liège, Belgium | November 14th, 2024 EVS’ financial results are firming up in line with expectations. While the final weeks of production and deliveries are being planned, we primarily focus on building the future. Order intake for the fourth quarter looks promising, ensuring a kick start in 2025. We have significant commercial opportunities in the pipeline, which are bound to play a substantial role in our future suc...
- 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 November 2024 – Adding Azelis – Removing ...
With 2 changes in our Dynamic Top Pick list (we add Azelis and we remove Solvay) we maintain a defensive stance on the market for 2H24. The long anticipated interest rate cuts by central banks have finally started. The Trump election victory in the US does not bode well for European stocks as he favours a protectionist course. Although industrial companies with a US base could actually benefit. Cleantech names with exposure to the US could also suffer (unless owned by E.Musk). We expect the US ...
BEKB BEKAERT SA
ABN ABN AMRO BANK NV DEPOSITARY RECEIPTS
FAGR FAGRON SA
EVS EVS BROADCAST EQUIPMENT SA
XIOR XIOR STUDENT HOUSING N.V.
SOLB SOLVAY SA
COFB COFINIMMO SA
DIE D'IETEREN SA
SOF SOFINA SA
IBAB ION BEAM APPLICATIONS SA
ACKB ACKERMANS & VAN HAAREN NV
KIN KINEPOLIS GROUP NV
NN NN GROUP N.V.
TINC TINC COMM. VA
FUR FUGRO NV
AZE AZELIS GROUP NV
SYENS SYENSQO
- 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 October 2024 – Adding NN Group
We maintain a defensive stance on the market for 2H24. The long anticipated expectations for interest rate cuts by central banks will finally come to pass. The election fever in the US is reaching boiling point and the conversations are becoming more polarised than before. Also corporate profit growth in Europe slows and the French elections have cast a negative spell. In Germany by-elections in the Eastern part showed a shift to extreme right and left that will make budget decisions even more ...
BEKB BEKAERT SA
ABN ABN AMRO BANK NV DEPOSITARY RECEIPTS
FAGR FAGRON SA
EVS EVS BROADCAST EQUIPMENT SA
XIOR XIOR STUDENT HOUSING N.V.
SOLB SOLVAY SA
COFB COFINIMMO SA
DIE D'IETEREN SA
SOF SOFINA SA
IBAB ION BEAM APPLICATIONS SA
ACKB ACKERMANS & VAN HAAREN NV
KIN KINEPOLIS GROUP NV
NN NN GROUP N.V.
TINC TINC COMM. VA
FUR FUGRO NV
SYENS SYENSQO
- Guy Sips
- Hilde Van Boxstael
- Sharad Kumar S.P
- Thibault Leneeuw
- Wim Hoste
- Wim Lewi
- David Vagman
- CFA
- Francesca Ferragina
- Hans D’Haese
- Jason Kalamboussis
- Javier Campos Unda
- Marc Hesselink
- CFA
- Marc Zwartsenburg
- CEFA
- Maxime Stranart
- Quirijn Mulder
- Reg Watson
- CFA
- Stijn Demeester
- Thymen Rundberg
- Tijs Hollestelle
ING Benelux Favourites/ASM, ASR, D'Ieteren, EVS, Fugro, Randstad, SBM ...
We refresh our ING Benelux Favourites list. We still apply a fundamental bottom up approach in which we select stocks that provide the best (relative) upside within our Benelux coverage universe and these stocks need clear catalysts. Besides this, we screen our ING Benelux coverage universe on some key investment themes that are topical and which could affect earnings potential and thus a stock's share price performance: (1) interest rate/refinancing opportunity in a lower rates environment; (2)...
- 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 September 2024 –Cofinimmo & Kinepolis in;...
In this September update of our Dynamic Top Pick List we make 4 changes. •We include Cofinimmo in our Dynamic Top Pick List after our recent upgrade from Accumulate to Buy. We expect the name to outperform in a decreasing interest rate environment given its relatively high leverage and cheap valuation. We also believe the risk of a dilutive equity raise eased when the FY24 capex decreased from € 320m to € 250m. The management stays disciplined in its capex program and continues to focus on asse...
BEKB BEKAERT SA
ABN ABN AMRO BANK NV DEPOSITARY RECEIPTS
FAGR FAGRON SA
EVS EVS BROADCAST EQUIPMENT SA
XIOR XIOR STUDENT HOUSING N.V.
SOLB SOLVAY SA
COFB COFINIMMO SA
DIE D'IETEREN SA
SOF SOFINA SA
VAN VAN DE VELDE S.A.
IBAB ION BEAM APPLICATIONS SA
ACKB ACKERMANS & VAN HAAREN NV
CPINV CARE PROPERTY INVEST SA
KIN KINEPOLIS GROUP NV
TINC TINC COMM. VA
FUR FUGRO NV
SYENS SYENSQO
- David Vagman
- CFA
EVS/Earning back its growth credentials/BUY
After weak 1Q orders, the stock lost 13% and did not recover post 2Q, despite the guidance increase, very strong 2Q orders (2x 1Q24) and pipeline, +44% YoY, on new product ViaMap taking off. We see an attractive entry point into a mid-high single digit growth story that deserves a rerating, trading at 7x EV/EBIT, 10% FCF yield, with a solid track record of management beating its guidance. EVS transforms from a one trick pony, the replacement cycle of XT servers, into a provider of digital workfl...
- ING Helpdesk
- Guy Sips
- Lynn Hautekeete
- Michiel Declercq
- Thomas Vranken
- Wim Lewi
- Guy Sips
EVS Broadcast Equipment FY24 revenue guidance upped to €190-200m and E...
In 1H24 we saw a very nice order intake of €87.0m, incl. € 7.8m for FY24 Big Event Rental, demonstrating a growth of 7.1%. 1H24 revenue up y/y 12.2% to €98.1m, including €4.5m for Big Event Rental. We welcome that -based on the end 1H24 secured revenues for FY24 of €172.2m (+8.5% y/y), and based on the strong profit performance- EVS is confident to achieve its ambitions of profitable growth for FY24. Out of this total secured revenue number, €14.4m is linked to Big Event Rentals. We updated our ...
EVS reports first half 2024 results
EVS reports first half 2024 results Publication on August 13, 2024 at 18:30 CEST after market closingRegulated / Inside informationEVS Broadcast Equipment S.A.: Euronext Brussels (EVS.BR), Bloomberg (EVS BB), Reuters (EVSB.BR) EVS reports first half 2024 results Liège, Belgium, August 13th, 2024 – Today EVS (Euronext Brussels: EVS.BR; Bloomberg: EVS BB; Reuters: EVSB.BR) announced results for the six-month period ended 30 June 20241. Half year results confirm profitable growth ambition for 2024 The financial performance of the first semester of 2024 confirms the growth track set out...
- Guy Sips
- Hilde Van Boxstael
- Michiel Declercq
- Thomas Couvreur
- Wim Lewi
- Guy Sips
EVS Broadcast Equipment Busy days at EVS House in Paris : 2 nice trans...
EVS is acquiring MOG Technologies and becoming shareholder of TinkerList. We welcome EVS acquiring MOG Technologies to enhance its portfolio and to expand its market reach. EVS sees this as a strategic acquisition to further support the extension of MediaCeption workflows. EVS indicated that the strengthening of EVS's cloud-based services aligns perfectly with the evolving expectations of the market, ensuring that they remain at the forefront of technological advancements in live and near-live ...
EVS & TinkerList combine forces to simplify live production processes
EVS & TinkerList combine forces to simplify live production processes Publication on August 2, 2024, at 18:30 CEST after market closingNon-Regulated InformationEVS Broadcast Equipment S.A.: Euronext Brussels (EVS.BR), Bloomberg (EVS BB), Reuters (EVSB.BR) EVS & TINKERLIST Combine forces to simplify live production processes EVS BECOMES SHAREHOLDER OF LEADING BROADCAST SOFTWARE INNOVATOR CLOSING THE GAP BETWEEN THE WRITER’S ROOM AND THE TECHNICAL BROADCASTING ENVIRONMENT Paris | Friday, August 2nd, 2024 EVS, a leader in live video production technology, is proud to announce today its...
EVS acquires MOG Technologies to enhance portfolio and expand market r...
EVS acquires MOG Technologies to enhance portfolio and expand market reach Publication on August 2, 2024, at 18:30 CEST after market closingNon-Regulated InformationEVS Broadcast Equipment S.A.: Euronext Brussels (EVS.BR), Bloomberg (EVS BB), Reuters (EVSB.BR) EVS acquires MOG Technologies To enhance portfolio and expand market reach STRATEGIC ACQUISITION TO FURTHER SUPPORT THE EXTENSION OF MEDIACEPTION WORKFLOWS Paris | Friday, August 2nd, 2024 EVS, a leader in live video production technology, is proud to announce the acquisition of Portugal based MOG Technologies, a strategic mov...
- 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 August 2024: argenx & Tubize out after de...
In July, our Dynamic Top Pick List selection was up on average 0.9%; outperforming our benchmark indices (Bel20, AEX, EuroStoxx50) by 1.7% on average. Helped by this July performance, the selection is now up by 11.4% since the start of the 2024 selection (published Mid-December 2023). In this August 2024 update of our KBC Securities Dynamic Top Pick List we remove argenx and Tubize after delivering upon expectations. * Over the past two months, argenx has delivered upon our expectations on the...
BEKB BEKAERT SA
ABN ABN AMRO BANK NV DEPOSITARY RECEIPTS
FAGR FAGRON SA
EVS EVS BROADCAST EQUIPMENT SA
XIOR XIOR STUDENT HOUSING N.V.
SOLB SOLVAY SA
DIE D'IETEREN SA
SOF SOFINA SA
VAN VAN DE VELDE S.A.
IBAB ION BEAM APPLICATIONS SA
ACKB ACKERMANS & VAN HAAREN NV
TUB FINANCIERE DE TUBIZE S.A.
CPINV CARE PROPERTY INVEST SA
TINC TINC COMM. VA
ARGX ARGEN-X SE
FUR FUGRO NV
SYENS SYENSQO
EVS H1 2024 results to be announced on Tuesday 13 August 2024
EVS H1 2024 results to be announced on Tuesday 13 August 2024 Publication on 24 July 24, 2024.Not regulated information.EVS Broadcast Equipment S.A.: Euronext Brussels (EVS.BR), Bloomberg (EVS BB), Reuters (EVSB.BR) EVS H1 2024 RESULTS TO BE ANNOUNCEDON TUESDAY 13 AUGUST 2024 EVS Broadcast Equipment will announce its first semester 2024 results on August 13th, 2024, after market closing. CONFERENCE CALL ! PRE-REGISTRATION IS REQUIRED ! The day after, EVS will hold a conference call in English at 10.00 am CEST with financial analysts and institutional investors. Other interested pa...
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