reports
- Sharad Kumar S.P
Holdings Report - January 2025 KBCS Holdings Universe Returns 3.1% Dur...
1M Performance - Absolute: During Jan'25 (1M period), the KBCS Holdings Universe posted a return of +3.1% which was mainly driven by multi-asset holdings (+3.3%) while single-asset holdings posted a slightly lower return of +2.7%. The 3 top performers during the period were Sofina (+10.6%), Financière de Tubize (+7.5%) and Whitestone Group (+6.4%) while the 3 worst performers were Gimv (-2.0%), The Infrastructure Company (TINC; -3.4%) and Texaf (-5.1%). YTD Performance - Relative: On a YTD bas...
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
- Lynn Hautekeete
Qrf City Retail FY24 results slightly above expectations
QRF reports FY24 slightly above our expectations. The difference is driven by a larger than expected return from the JV participations. The FY25 rental income will be driven by the Veldstraat redevelopment. The offices are 100% pre-let and will be delivered in 1H25. The like-for-like rental growth is 1.7% which would indicate negative rent reversion. Likely this is driven by the renegotiation of the Inno contracts (mid-summer 2023). There is also a hint to isolated cases of tenant solvency where...
Heineken N.V. publishes combined Financial and Sustainability Annual R...
Heineken N.V. publishes combined Financial and Sustainability Annual Report 2024 Heineken N.V. publishes combined Financial and SustainabilityAnnual Report 2024 Amsterdam, 20 February 2025 – Today we published our Heineken N.V. ("HEINEKEN") combined Financial and Sustainability Annual Report 2024. We delivered solid results with broad-based growth and profit expansion in 2024. Next to our financial performance, the Annual Report highlights our sustainability impact, marking significant progress on our ambition to Brew a Better World. Furthermore, ...
Heineken Holding N.V. reports transactions under its current share buy...
Heineken Holding N.V. reports transactions under its current share buyback programme Heineken Holding N.V. reports transactions under its current share buyback programme Amsterdam, 17 February 2025 - Heineken Holding N.V. (EURONEXT:HEIO; OTCQX: HKHHY), hereby reports transaction details related to the first tranche of up to circa €375 million tranche of its share buyback programme of up to circa €750 million as communicated on 12 February 2025. From 14 February 2025 up to and including 14 February 2025 a total of 13,334 shares was repurch...
Heineken N.V. reports the progress of transactions under its current s...
Heineken N.V. reports the progress of transactions under its current share buyback programme Heineken N.V. reports the progress of transactions under its current share buyback programme Amsterdam, 17 February 2025 - Heineken N.V. (EURONEXT: HEIA; OTCQX: HEINY) hereby reports transaction details related to the first €750 million tranche of its €1.5 billion share buyback programme as communicated on 12 February 2025. From 13 February 2025 up to and including 14 February 2025 a total of 26,603 shares was repurchased on exchange at an average price of € 79.26. During the ...
- Ahmed Ben Salem
- Marc Lavaud
- Thomas Zlowodzki
- Youssef Besbes
HEIA HEINEKEN NV
IPN IPSEN SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
DB1 DEUTSCHE BOERSE AG
ORA ORANGE SA
GFC GECINA SA
ENI ENI S.P.A.
SAF SAFRAN S.A.
REP REPSOL SA
MOCORP METSO OUTOTEC OYJ
MONC MONCLER SPA
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
SIE SIEMENS AG
BP. BP P.L.C.
SHEL SHELL PLC
FER FERROVIAL SA
UN0 UNIPER SE
- Ahmed Ben Salem
- Marc Lavaud
- Thomas Zlowodzki
- Youssef Besbes
HEIA HEINEKEN NV
IPN IPSEN SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
DB1 DEUTSCHE BOERSE AG
ORA ORANGE SA
GFC GECINA SA
ENI ENI S.P.A.
SAF SAFRAN S.A.
REP REPSOL SA
MOCORP METSO OUTOTEC OYJ
MONC MONCLER SPA
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
SIE SIEMENS AG
BP. BP P.L.C.
SHEL SHELL PLC
FER FERROVIAL SA
UN0 UNIPER SE
- Hilde Van Boxstael
- Jacob Mekhael
- Lynn Hautekeete
- Michiel Declercq
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
- Wim Hoste
Heineken Jumping above the 2024 bar, on track for further growth in 20...
Heineken's share price jumped significantly following the release of better than expected FY24 results, a reasonably optimistic outlook on FY25 and the announcement of a sizeable share buyback program that is being initiated. We believe that the recent margin increases in Africa & Middle East as well as the Americas region are the reflection of structural improvements to the local organizations and have baked them into future profitability. In combination with positive signs of a market rebound ...
- Robert Jan Vos
Heineken Holding N.V. announces first tranche of its share buyback pro...
Heineken Holding N.V. announces first tranche of its share buyback programme Heineken Holding N.V. announces first tranche of its share buyback programme Press release Amsterdam, 13 February 2025 – Heineken Holding N.V. [(EURONEXT:HEIO; OTCQX: HKHHY)] announces the start of the first up to circa €375 million tranche of its up to circa €750 million two-year share buyback programme, as communicated on 12 February 2025. Heineken Holding N.V. will use the proceeds of its pro rata participation in the Heineken N.V. share buyback programme to repurchase, on a daily basis, a number of Hei...
Heineken N.V. announces first tranche of its €1.5 billion share buybac...
Heineken N.V. announces first tranche of its €1.5 billion share buyback programme Heineken N.V. announces first tranche of its €1.5 billion share buyback programme Press release Amsterdam, 13 February 2025 – Heineken N.V. (HEINEKEN) [(EURONEXT:HEIA; OTCQX: HEINY)] announces the start of the first €750 million tranche of its €1.5 billion two-year share buyback programme as communicated on 12 February 2025. Heineken Holding N.V. (Heineken Holding), HEINEKEN's majority shareholder, will participate pro rata to its shareholding in HEINEKEN's share buyback programme on a daily basis, ...
- Wim Hoste
Heineken Feedback conference call
Below are the highlights from the conference call. FY24 operating profit beia grew by 8.3% organically, about 3 pp better than expected. FY25 guidance of 4-8% operating profit beia growth is no surprise and in line with our and consensus forecasts. We still appreciate Heineken for the further savings potential (€ 400m per year), whilst a number of the emerging market businesses offer either recovery (Vietnam, Nigeria) or further growth potential (Latam, Africa, India). Valuation is attractive an...
- Jerôme Bodin
HEIA HEINEKEN NV
UBSN UBS GROUP AG
CA CARREFOUR SA
TKA TELEKOM AUSTRIA AG
FORTUM FORTUM OYJ
AFX CARL ZEISS MEDITEC AG
KER KERING SA
RAND RANDSTAD NV
SCHP SCHINDLER HOLDING AG PREF
DTE DEUTSCHE TELEKOM AG
AD KONINKLIJKE AHOLD DELHAIZE N.V.
BP. BP P.L.C.
ENR SIEMENS ENERGY AG
UMG UNIVERSAL MUSIC GROUP NV
- Jerôme Bodin
HEIA HEINEKEN NV
UBSN UBS GROUP AG
CA CARREFOUR SA
TKA TELEKOM AUSTRIA AG
FORTUM FORTUM OYJ
AFX CARL ZEISS MEDITEC AG
KER KERING SA
RAND RANDSTAD NV
SCHP SCHINDLER HOLDING AG PREF
DTE DEUTSCHE TELEKOM AG
AD KONINKLIJKE AHOLD DELHAIZE N.V.
BP. BP P.L.C.
ENR SIEMENS ENERGY AG
UMG UNIVERSAL MUSIC GROUP NV
- ING Helpdesk
Benelux Morning Notes
ABN AMRO: Strong results ex one-off, capital, cautious outlook. Ahold Delhaize: FY25F outlook calls for consensus downgrade. DEME Group: Preview - FCF machine. Heineken: Nothing missing. Kinepolis: Canadian peer Cineplex 4Q24 results and Jan 2025 box office revenue. Montea: Good results, guidance reiterated, focus on 2025 investments. Randstad: 4Q24 results beat 3% but key drivers miss, 1Q25 outlook disappoints. Var Energi: Raising outlook and dividend
- Michiel Declercq
- Sharad Kumar S.P
- Thomas Couvreur
- Thomas Vranken
- Wim Hoste
- Wim Lewi
- Robert Jan Vos
- Wim Hoste
Heineken FIRST LOOK: FY24 operating profit beia +8.3%, FY25 guidance +...
FY24 operating profit beia grew by 8.3% organically, about 3 pp better than expected. FY25 guidance of 4-8% operating profit beia growth is no surprise and in line with our and consensus forecasts. We still appreciate Heineken for the further savings potential (€ 400m per year), whilst a number of the emerging market businesses offer either recovery (Vietnam, Nigeria) or further growth potential (Latam, Africa, India). Valuation is attractive and prompts us to reiterate our Accumulate rating.
Heineken Holding N.V. reports 2024 full year results
Heineken Holding N.V. reports 2024 full year results Heineken Holding N.V. reports 2024 full year results Amsterdam, 12 February 2025 – Heineken Holding N.V. [(EURONEXT: HEIO; OTCQX: HKHHY)] announces: Solid results with broad-based growth and profit expansion in 2024 Key Highlights The net result of Heineken Holding N.V.'s participating interest in Heineken N.V. for 2024 amounts to €498 millionRevenue €35,955 millionNet revenue (beia) 5.0% organic growth, per hectolitre 3.5% Beer volume 1.6% organic growth; Heineken® volume up 8.8% Operating profit €3,517 million; operating pr...
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.