Ahold Delhaize: Walmart 1Q24/25 results. Azelis: Share placement by EQT and PSP. Belgian telcos: Digi mobile prices to be well below competition, targets 10% mkt share. EVS: Slow start, sales guidance held on strong pipeline, EBIT guidance below consensus. Exmar: Stable start to the year. Prosus: Fabricio Bloisi (CEO iFood) appointed as group CEO. Sif Group: 1Q24 pretty much in line, timing shifts a bit
AEGON: 1Q24, new unexpected SBB, underlying OCG better, strong ratios across. Belgian telecoms: Digi to start with mobile. CFE: Preview - forecasting revenue numbers… D'Ieteren: Belron US peer Boyd 1Q24 below consensus, warns on 2Q24 growth. Econocom: Joins consortium formed by Onepoint and Butler Industries to acquire Atos. KBC: 1Q24 better across, special dividend, capital distribution pushed back to 1H25. Syensqo: 1Q24 a touch better, positive earnings momentum confirmed. Umicore:...
Aalberts: Preview - steady in difficult markets. ABN AMRO: 1Q24 overshadowed by weaker capital, even if a strong set. AEGON: 1Q24 Preview (trading update). Alfen: Preview - clarity on one-off Pacto costs crucial. B&S Group: Bolt-on acquisition in Personal Care. Belgian telcos: BIPT notes that fibre cooperation negotiations not ready by 15 May. EVS: 1Q24 preview. Euronext: Another record, with Beats by Boujnah. Montea: €12m acquisition in the Port of Ghent. Staffing: Dutch Perio...
Montea announced a contribution in kind (CiK) transaction of a 20k sqm site from Tailormade Logistics (TML), who will lease it back for at least 10 yrs. The transaction amounts to EUR 12.2m as Montea issues 148,396 new shares at EUR 82.00 per share. That equals a discount of 3.19% over the last 3 trading days. The yield on the transaction is reported at 6.7%. Montea also enters into an agreement with North Sea Ports. This indicates that the land is most likely in concession (renewed). This would...
Montea's 1Q24 results were good with a 4.3% LFL and strong rents dynamic. Financials were sound with a 36.4% LTV, up from 33.5% in 4Q23 on the back of developments and the €50m German acquisition. We like the fact that Montea has already reinvested 70% of the capital raised last year (€87m in November). The portfolio value increased 4.3% YTD to €2.4bn and LFL valuations moved in a positive direction, up by €12m (or +0.5%): a small but meaningful message that the trend is reverting. 2024 guidance...
ABN AMRO: 1Q24 Preview. ABN AMRO: Press reports on sale of French Life Neuflize JV with AXA. Agfa-Geveart: A miss on every line. ASR: Dutch residential rental income risk insignificant. B&S Group: Solid start to the year, costs under control. DEME Group: 1Q solidifies FY24 revenue outlook. GBL: Accelerating its share buybacks. Just Eat Takeaway.com: M&A appetite. OCI: Improving 1Q24 performance at RemainCo assets, strategic update due on 2Q24
>Q1 turnover clearly stronger than expected - Turnover +34%. 24Q1 turnover is up 34% y-o-y to € 900m, from € 672m a year ago, with- Offshore Energy up 40% to € 390m, from € 279m- Dredging & Infra up 37% to € 467m, from € 342m- Environmental up 45% to € 94m, from € 65mExcluding JV related turnover (primarily Taiwan), consolidated turnover is up 38% to € 952m.Outlook 2024: "While DEME has observed an exceptional growth in the first quarter compa...
DEME indicated that high activity level and effective project execution lead to a strong start of the year. DEME's 1Q24 turnover was € 900m (€ 672m in 1Q23) and DEME's management reaffirms the guidance for FY24 turnover growth of at least 10% y/y with an EBITDA margin comparable to FY23 (18.2%). We are banking on FY24E € 3.65bn sales (+11.1% y/y) and 18.4% FY24E EBITDA-margin. The orderbook maintained at a high level of € 7.5bn (€ 7.58bn end FY23). During 1Q24, Offshore Energy secured the large ...
Q1 revenue (+34%) better than our estimate, driven by all segmentsManagement maintains FY guidance for >10% revenue growth and stable EBITDA-marginWe will keep our revenue estimate roughly unchanged, but will become slightly more optimistic on the marginHold reiterated, target price raised from EUR 140 to EUR 165
LECTRA: Monthly declaration of the total number of shares and voting rights composing the company's capital (at April 30th, 2024) Monthly declaration of the total number of shares and voting rights composing the company's capital (at April 30th, 2024) This declaration is established in accordance with Article L.233-8 II of the French Code de Commerce and of Article 223-11 of the Règlement Général of the Autorité des marchés financiers (AMF). Date: April 30th, 2024 Total number of shares composing the capital: 37,876,058 Total number of voting rights, gross (1): 38,069,057 Total num...
LECTRA : Déclaration mensuelle du nombre total d'actions et de droits de vote composant le capital social (au 30 avril 2024) Déclaration mensuelle du nombre total d'actions et de droits de vote composant le capital social (au 30 avril 2024) Cette déclaration est établie en application de l'article L.233-8 II du Code de commerce et de l'article 223-11 du règlement général de l'Autorité des Marchés Financiers (AMF). Date d’arrêté des informations : 30 avril 2024 Nombre total d’actions composant le capital social : 37 876 058 Total brut (1) des droits de vote : 38 069 057 Total net (2)...
>A solid Q1, 2024 guidance confirmed - On Friday morning, Iveco reported solid results that beat forecasts (+22% vs EBIT consensus, +14% vs ODDO BHF). The group posted stable sales (€ 3.37bn, cons. € 3.35bn, ODDO BHF € 3.49bn), supported by volume growth (+8% y-o-y), offset by a negative price/mix (decline in buses and trucks). With regards to profitability, the performance was solid with adjusted EBIT of € 233m, +34% y-o-y (a favourable comparison base + pricing), i....
>T1 solide, guidance 2024 confirmée - Iveco a publié vendredi matin des résultats solides et supérieurs aux attentes (+22% vs Css d’EBIT, +14% vs ODDO BHF). Le groupe fait état d’un CA stable (3,37Md€, Css 3,35 Md€, ODDO BHF 3,49 Md€), soutenu par une poursuite de la hausse des volumes (+8% y-o-y), compensé par un prix/mix négatif (baisse des bus et du poids lourd). Au niveau de la rentabilité, la performance est solide avec un EBIT ajusté de 233 M€, +34% y-o-y (effet...
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