reports
- Sharad Kumar S.P
Gimv Sale Of Majority Stake In KÖBERL Group
Gimv announced that it has sold its majority stake in KÖBERL Group (facility management and building technology services) to Hungarian company B+N Referencia Zrt. The transaction is anticipated to have a positive impact of approximately €1.0 on Gimv's NAVps and the return on this investment has significantly exceeded Gimv's long-term portfolio return target of 15.0%. This is the third transaction that Gimv has complete post its 1H results. We see this as an indication of the superior quality of ...
- Hilde Van Boxstael
- Michiel Declercq
- Sharad Kumar S.P
- Wim Hoste
- Wim Lewi
- Guy Sips
- Hilde Van Boxstael
- 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 How to start 2025?
On this Friday the 13th we select for you 13 stocks to start 2025 with a bang : ABN Amro, Ackermans & van Haaren, Bekaert, D'Ieteren, EVS, Fagron, Fugro, Gimv, Melexis, Shurgard, Sofina, WDP and Xior However, we maintain a defensive stance in our Benelux selection at the start of 2025.. The long anticipated interest rate cuts by central banks are expected to continue their decline into 2025 (see graph above). However, the Trump election victory in the US hits European stocks even before he tak...
- Sharad Kumar S.P
Holdings Report - November 2024 KBCS Holdings Universe Returns -3.6% D...
1M Performance - Absolute: During Nov'24 (1M period), the KBCS Holdings Universe posted a return of -3.6% which was mainly driven by single-asset holdings (-6.9%) while multi-asset holdings posted a slightly less negative return of -2.2%. The 3 top performers during the period were D'Ieteren Group (+5.4%), Gimv (+5.1%) and KBC Ancora (+0.6%) while the 3 worst performers were Compagnie du Bois Sauvage (-10.1%), Heineken Holding (-9.6%) and Quest For Growth (-7.5%). YTD Performance - Relative: O...
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
- ING Helpdesk
- Guy Sips
- Hilde Van Boxstael
- Sharad Kumar S.P
- Wim Hoste
- Wim Lewi
- ING Helpdesk
- Hilde Van Boxstael
- Sharad Kumar S.P
- Thibault Leneeuw
- Wim Lewi
Gimv NV: 1 director
A director at Gimv NV bought 959 shares at 39.860EUR and the significance rating of the trade was 54/100. 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 ...
- ING Helpdesk
- Hilde Van Boxstael
- Michiel Declercq
- Sharad Kumar S.P
- Wim Lewi
- Sharad Kumar S.P
Gimv 1H24/25 Results: Preparations For A Potential Rights Issue
In its 1H24/25 press release, Gimv announced it is preparing for a potential capital increase (rights issue) over the coming months. A CMD on 22/01/25 will provide more details about its new strategy linked to this transaction. Over 1H24/25, the NAV rose by 9.4% to €55.6 while the overall portfolio's value hit a record high of >€1.7b. Portfolio result came in at €186.8m, a portfolio return of 12.0%. Net result clocked in at €144.9m (€5.1ps), a net return of 9.7%. Portfolio companies posted an ov...
- Hilde Van Boxstael
- Michiel Declercq
- Sharad Kumar S.P
- Thomas Vranken
- Wim Lewi
- Geoffroy Michalet
Eurazeo : Good momentum in Q3
>Positive normalisation in business trends - For Q3 and for nine months, Eurazeo reported AUM of € 35.5bn, up +7% y-o-y and +1% on the quarter, with € 10.3bn on a proprietary basis (-4% for the year).AuM generating fees from third parties amounted to € 18.6bn, up 12%. It was boosted by inflows of € 3.0bn, up 76% on the year (the increase came to 63% in H1, so an acceleration).In terms of asset rotation, the group divested € 0.8bn of funds from its balan...
- Geoffroy Michalet
Eurazeo : Bonne dynamique au T3 2024
>Normalisation positive de l’activité - Au titre de son T3 et de ses 9 mois, Eurazeo publie des AUM de 35.5 Md€, en hausse de 7% sur l’année et de 1% sur le trimestre, dont 10.3 Md€ pour compte propre (-4% sur l’année).Les actifs sous gestion générant des commissions de tiers se montent à 18.6 Md€, en hausse de 12%. Ils sont portés par une collecte de 3.0 Md€, en hausse de 76% sur l’année (la hausse était de 63% au S1, en accélération donc).Au niveau de...
- Sharad Kumar S.P
Holdings Report - October 2024 KBCS Holdings Universe Returns -2.5% Du...
1M Performance - Absolute: During Oct'24 (1M period), the KBCS Holdings Universe posted a return of -2.5% which was mainly driven by single-asset holdings (-2.8%) while multi-asset holdings posted a slightly less negative return of -2.3%. The 3 top performers during the period were Financière de Tubize (+6.7%), D'Ieteren Group (+4.5%), and Solvac (+2.8%) while the 3 worst performers were Sofina (-11.4%), Gimv (-9.8%), and Compagnie du Bois Sauvage (-6.3%). YTD Performance - Relative: On a YTD ...
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
- ING Helpdesk
- Jacob Mekhael
- Lynn Hautekeete
- Michiel Declercq
- Sharad Kumar S.P
- Thomas Vranken
- Wim Hoste
Eurazeo: 1 director
A director at Eurazeo sold 3,939 shares at 75.000EUR and the significance rating of the trade was 72/100. 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 ...
- ING Helpdesk
Benelux Morning Notes
ABN AMRO: NLFI selling down to 30% stake, outlook for below 15%. ASML: 3Q24 results – ouch, that hurts. Gimv: Linking Belgian brewery craftmanship with Dutch commercial spirit. Just Eat Takeaway.com: No order growth yet. PostNL: New CLAs for PostNL employees and for Saturday deliverers
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