reports
Argen X SE: 1 director
A director at Argen X SE sold after exercising options/sold 9,950 shares at 608.600EUR and the significance rating of the trade was 100/100. 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 ...
- Florent Laroche-Joubert
- Roy Külter
ODDO : La baisse des taux d’intérêt favorise l’immobilier : nos top pi...
Le maintien d’un environnement baissier des taux d’intérêt devrait être porteur pour le secteur immobilier en 2025 et lui permettre de continuer à surperformer. Dans ce contexte, nous privilégions le commerce et le résidentiel allemand , qualifiés de «safe haven» et plus spécifiquement Covivio, CTP, Merlin Properties, URW, Vonovia et Xior Student Housing pour un potentiel moyen de +30%. Elles sont les plus à même pour nous d’exécuter leur stratégie de croissance / repositionnement. Nous abaisson...
COV COVIVIO SA
GFC GECINA SA
NXI NEXITY SA CLASS A
FLY SOCIETE FONCIERE LYONNAISE SA
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
KOF KAUFMAN & BROAD SA
ALTA ALTAREA SCA
VNA VONOVIA SE
XIOR XIOR STUDENT HOUSING N.V.
ICAD ICADE SA
COFB COFINIMMO SA
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
PSPN PSP SWISS PROPERTY AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
CPINV CARE PROPERTY INVEST SA
ARG ARGAN SA
VGP VGP NV
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
LRE LAR ESPANA REAL ESTATE SOCIMI SA
MERLIN MERLIN PROPERTIES SOCIMI S.A.
DKG DEUTSCHE KONSUM REIT-AG
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
CTPNV CTP NV
SHUR SHURGARD SELF STORAGE LIMITED
- Florent Laroche-Joubert
- Roy Külter
ODDO : Interest rate winds favor real estate: Our top picks for 2025
An environment of further interest rate decline is set to underpin the real estate sector in 2025 and see it continue to outperform. On this basis, we prefer retail and the German residential market, which are seen as safe havens, more specifically Covivio, CTP, Merlin Properties, URW, Vonovia and Xior Student Housing for an average upside of +30%. They are the best positioned, as we see it, to execute their growth/repositioning strategies. We have downgraded Branicks, Cofinimmo, Icade and Patr...
COV COVIVIO SA
GFC GECINA SA
NXI NEXITY SA CLASS A
FLY SOCIETE FONCIERE LYONNAISE SA
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
KOF KAUFMAN & BROAD SA
ALTA ALTAREA SCA
VNA VONOVIA SE
XIOR XIOR STUDENT HOUSING N.V.
ICAD ICADE SA
COFB COFINIMMO SA
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
PSPN PSP SWISS PROPERTY AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
CPINV CARE PROPERTY INVEST SA
ARG ARGAN SA
VGP VGP NV
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
LRE LAR ESPANA REAL ESTATE SOCIMI SA
MERLIN MERLIN PROPERTIES SOCIMI S.A.
DKG DEUTSCHE KONSUM REIT-AG
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
CTPNV CTP NV
SHUR SHURGARD SELF STORAGE LIMITED
argenx to Present at 43rd Annual J.P. Morgan Healthcare Conference
argenx to Present at 43rd Annual J.P. Morgan Healthcare Conference January 6, 2025Amsterdam, the Netherlands – argenx (Euronext & Nasdaq: ARGX), a global immunology company committed to improving the lives of people suffering from severe autoimmune diseases, today announced that Tim Van Hauwermeiren, Chief Executive Officer, will present at the 43rd Annual J.P. Morgan Healthcare Conference on Monday, January 13, 2025 at 9:45 a.m. PT. A live webcast of the presentation may be accessed on the Investors section of the argenx website at . A replay of the webcast will be available on the arge...
- Hilde Van Boxstael
- Thomas Vranken
- Wim Lewi
- Thomas Vranken
argenx FIRST LOOK: CIDP approvals now include Japan
argenx announced the Japanese Ministry of Health, Labour and Welfare (MHLW) approved the application for Vyvdura (SC efgartigimod) in adults with CIDP. Following gMG and ITP, CIDP represents the third indication for Vyvgart/Vyvdura in the country, and obtained self-administration in this geography as well. We reiterate our € 615 TP and Accumulate rating.
argenx Announces Approval of VYVDURA (efgartigimod alfa and hyaluronid...
argenx Announces Approval of VYVDURA (efgartigimod alfa and hyaluronidase-qvfc) in Japan for Adults with Chronic Inflammatory Demyelinating Polyneuropathy VYVDURA® now approved for at-home self-injection in Japan for both generalized myasthenia gravis and CIDP argenx's VYVGART® and VYVDURA portfolio approved in Japan for three indications – first country globally with access across three indications December 27, 2024, 7:00 AM CET Amsterdam, the Netherlands – argenx SE (Euronext & Nasdaq: ARGX), a global immunology company committed to improving the lives of people suffering from sever...
KPN announces redemption of Perpetual Hybrid Capital Securities
KPN announces redemption of Perpetual Hybrid Capital Securities Today, Koninklijke KPN N.V. (“KPN”) announces the redemption of all of the outstanding € 219,400,000 Perpetual Fixed Rate Resettable Capital Securities issued by KPN on 8 November 2019 (ISIN XS2069101868) (the “Securities”). The Securities will be redeemed at their principal amount together with interest accrued up to, but excluding, the First Reset Date, 8 February 2025. The redemption will be paid from available funds on Monday 10 February 2025. Formal disclosures:Royal KPN N.V. Head of IR: Matthijs van Leijenhorst Insi...
Solvay SA: 1 director
A director at Solvay SA bought 1,600 shares at 30.730EUR and the significance rating of the trade was 55/100. 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 show...
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Jesse Norcross
- Nadège Tillier
- Timothy Rahill
Montea NV: 1 director
A director at Montea NV bought 460 shares at 62.200EUR and the significance rating of the trade was 53/100. 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 showin...
Solvay Financial Calendar 2025
Solvay Financial Calendar 2025 Press release Regulated information Solvay 2025 Financial Calendar Brussels, December 17, 2024, 5.45pm CET Solvay today publishes its 2025 financial calendar. Event Date Interim dividend: ex-date January 20, 2025 Interim dividend: payment date January 22, 2025 Fourth quarter and full year 2024 earnings March 6, 2025 First quarter 2025 earnings May 8, 2025 Ordinary General Shareholders’ Meeting May 13, 2025 Second quarter and first half year 2025 earnings July 30, 2025 Third quarter and first nine mon...
Calendrier financier de Solvay en 2025
Calendrier financier de Solvay en 2025 Communiqué de presse Information réglementée Calendrier financier de Solvay en 2025 Bruxelles, le 17 décembre 2024 - 17h45 CET Solvay publie aujourd’hui son calendrier financier pour 2025. ÉvénementDateDividende intérimaire: ex-date20 janvier 2025Dividende intérimaire: date de paiement22 janvier 2025Résultats du quatrième trimestre et de l’année 20246 mars 2025Résultats du premier trimestre 2025 8 mai 2025Assemblée générale ordinaire des actionnaires13 mai 2025Résultats du deuxième trimestre et du premier semestre 202530 juillet 2025Résultats du tro...
Financiële kalender van Solvay in 2025
Financiële kalender van Solvay in 2025 Persbericht Gereglementeerde informatie Financiële kalender van Solvay in 2025 Brussel, 17 december 2024, 17u45 CET Solvay publiceert vandaag zijn financiële kalender voor 2025. EvenementDatumInterimdividend: ex-coupon datum20 januari 2025Interimdividend: betaalbaardatum22 januari 2025Resultaten voor het jaar 20246 maart 2025Resultaten eerste kwartaal 20258 mei 2025Gewone algemene aandeelhoudersvergadering 13 mei 2025Resultaten eerste halfjaar 202530 juli 2025Resultaten eerste negen maanden 20256 november 2025 De data voor de “quiet periods” zullen t...
- Konrad Zomer
- Stephane Beyazian
ETL EUTELSAT COMMUNICATIONS SA
SESGL SES SA FDR (CLASS A)
PROX PROXIMUS SA DE DROIT PUBLIC
KPN ROYAL KPN NV
ORA ORANGE SA
EN BOUYGUES SA
UTDI UNITED INTERNET AG
GAMA GAMMA COMMUNICATIONS
DTE DEUTSCHE TELEKOM AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
- Konrad Zomer
- Stephane Beyazian
ETL EUTELSAT COMMUNICATIONS SA
SESGL SES SA FDR (CLASS A)
PROX PROXIMUS SA DE DROIT PUBLIC
KPN ROYAL KPN NV
ORA ORANGE SA
EN BOUYGUES SA
UTDI UNITED INTERNET AG
GAMA GAMMA COMMUNICATIONS
DTE DEUTSCHE TELEKOM AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
- Baptiste Salaville
- Ghada Ben Sedrine
- Nicolas David
- Thomas Zlowodzki
- Baptiste Salaville
- Ghada Ben Sedrine
- Nicolas David
- Thomas Zlowodzki
- Lynn Hautekeete
- Wim Lewi
Real Estate Report December 2024
BE-REITS suffer from macro-worries (logistics) and post-Trump knee-jerk reaction. We believe that especially money flows are pushing stocks down as interest rate fears resurfaced in the US. Our top-picks are Shurgard, WDP and Xior. SHUR and WDP have ample headroom on their balance sheet to continue their growth track record. WDP is also very cheap on cash earnings metrics vs. peers. Xior can grow and fix its balance sheet at the same time through contributions in kind.
LEAS LEASINVEST REAL ESTATE SCA
XIOR XIOR STUDENT HOUSING N.V.
COFB COFINIMMO SA
IMMO COMPAGNIE IMMOBILIERE DE BELGIQUE SA
RET RETAIL ESTATES NV
MONT MONTEA SCA
AED AEDIFICA SA
QRF QRF COMM
CPINV CARE PROPERTY INVEST SA
ATEB ATENOR S.A.
ASC ASCENCIO SCA
ARG ARGAN SA
VGP VGP NV
WDP WAREHOUSES DE PAUW SCA
CTPNV CTP NV
HOMI HOME INVEST BELGIUM
SHUR SHURGARD SELF STORAGE LIMITED
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