reports
- ING Helpdesk
Benelux Morning Notes
a.s.r.: (interim) dividend proposal in focus ABN AMRO: 4Q17 preview – capital update postponed Aperam: 3% EBITDA beat and boosted cash returns ArcelorMittal: 4Q17 EBITDA beats 4.6%, higher cash needs for 2018F BinckBank: FY17 preview KBC: Preview 4Q17 – capital deployment plan in focus KPN: In line results, FCF beats by 9%. Guidance in line with consensus NSI: becoming a fully-fledged office player Ontex: Pay as you go
- Jaap Kuin
- Pieter Runneboom
Benelux Real Estate update/Cyclical upside in logistics and Dutch offi...
The strongest investable markets in the Benelux in 2018 are Amsterdam offices (NSI) and logistics (WDP, Montea). Retail is not an ‘outright sell' and some niches are set to do relatively well (Retail Estates in out-of-town retail, Aedifica in healthcare, Xior in student housing). Yield compression in the Benelux lags other European markets, but we do find increasing scrutiny of balance sheets warranted. We perform a LTV normalisation exercise to 40% and also a dividend pay-out normalisation to...
Ford Equity International Rating and Forecast Report
Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind...
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