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Les démarches ESG d’Implenia à nouveau très bien notées par MSCI et Su...
Implenia AG / Mot-clé(s) : Évaluation/RSE Les démarches ESG d’Implenia à nouveau très bien notées par MSCI et Sustainalytics 06.09.2024 / 07:00 CET/CEST Leader du secteur d’activité sur les critères environnementaux, sociaux et de gouvernance | MSCI renouvelle son AAA | Sustainalytics attribue un score ESG de 88 points (2023 : 86 points) Glattpark (Opfikon), le 6 septembre 2024 – Deux notations indépendantes importantes des performances environnementales, sociales et de gouvernance (ESG) confirment le leadership d’Implenia au sein du secteur d’activité. En 2021, Implenia é...
Implenia erneut mit Top-Bewertungen in den Nachhaltigkeitsratings von ...
Implenia AG / Schlagwort(e): Rating/ESG Implenia erneut mit Top-Bewertungen in den Nachhaltigkeitsratings von MSCI und Sustainalytics 06.09.2024 / 07:00 CET/CEST Branchenleader in den Bereichen Umwelt, Soziales und Governance | MSCI bestätigt AAA-Wertung | Mit 88 Punkten (2023: 86 Punkte) Position im Sustainalytics-ESG-Rating erneut gefestigt Glattpark (Opfikon), 6. September 2024 – Zwei wichtige, unabhängige Ratings zu den Bereichen Umwelt, Soziales und Governance (ESG) haben die Position von Implenia als Branchenleader bestätigt. 2021 hatte Implenia als erstes Unternehme...
Implenia once again earns top scores in the sustainability ratings of ...
Implenia AG / Key word(s): Rating/ESG Implenia once again earns top scores in the sustainability ratings of MSCI and Sustainalytics 06.09.2024 / 07:00 CET/CEST Industry leader in the areas of environment, social and governance | MSCI confirms AAA rating | With 88 points (2023: 86 points), position in Sustainalytics’ ESG rating consolidated once again Glattpark (Opfikon), 6 September 2024 – Two important, independent ESG ratings (environment, social and governance) have confirmed Implenia’s position as industry leader. In 2021, Implenia became the first company in the Cons...
Avantium N.V.: 2 directors
Two Directors at Avantium N.V. bought/maiden bought 82,140 shares at between 1.840EUR and 1.880EUR. The significance rating of the trade was 60/100. 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 directo...
- Roy Külter
- Steven Boumans
INTO INTERVEST OFFICES & WAREHOUSES SA
XIOR XIOR STUDENT HOUSING N.V.
COFB COFINIMMO SA
VASTN VASTNED RETAIL NV
MONT MONTEA SCA
AED AEDIFICA SA
CPINV CARE PROPERTY INVEST SA
VGP VGP NV
NSI NSI N.V.
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
EBUS EBUSCO HLDG NV
CTPNV CTP NV
- Roy Külter
- Steven Boumans
INTO INTERVEST OFFICES & WAREHOUSES SA
XIOR XIOR STUDENT HOUSING N.V.
COFB COFINIMMO SA
VASTN VASTNED RETAIL NV
MONT MONTEA SCA
AED AEDIFICA SA
CPINV CARE PROPERTY INVEST SA
VGP VGP NV
NSI NSI N.V.
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
EBUS EBUSCO HLDG NV
CTPNV CTP NV
- Gerardo Ibanez
- Roy Külter
- Steven Boumans
ODDO : Dutch transfer tax to be reduced to 8%, supporting NAV and LTVs...
>Dutch real estate transfer tax to be reduced from 10.4% to 8% - The Dutch government will reduce the transfer tax for commercial buyers to 8%, according to leaked documents that newspaper De Telegraaf released. This is still more than the 6% it was before 2021, but less than the current 10.4%. The budget has now been sent to the Council of State. On “Prinsjesdag”, September 17, the House of Representatives will officially receive the plans, and the budget will be mad...
- Usama Tariq
- Wim Gille
Avantium : Higher capex and royalty cut, we downgrade to Underperform
>H1 results contained negative surprises in general - Avantium recently reported its H1 results with two large negative surprises in our view. Firstly, the company reported that capex for its FDCA plant is expected to rise again, this time a 17% increase of around €26m, leading the total capex figure to around €175m. Secondly, as a result of Origin's announced change in its current strategic focus, Avantium has, as of July, decided to take a prudent approach and to su...
- Jean Danjou
- Oliver Metzger
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
BLC BASTIDE LE CONFORT MEDICAL SA
GAMA GAMMA COMMUNICATIONS
BON BONDUELLE SCA
DTE DEUTSCHE TELEKOM AG
FIE FIELMANN AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
SIFG SIF HOLDING NV
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
AVTX AVANTIUM NV
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
ECMPA EUROCOMMERCIAL PROPERTIES NV
SCHOTT PHARMA AG
- Jean Danjou
- Oliver Metzger
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
BLC BASTIDE LE CONFORT MEDICAL SA
GAMA GAMMA COMMUNICATIONS
BON BONDUELLE SCA
DTE DEUTSCHE TELEKOM AG
FIE FIELMANN AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
SIFG SIF HOLDING NV
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
AVTX AVANTIUM NV
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
ECMPA EUROCOMMERCIAL PROPERTIES NV
SCHOTT PHARMA AG
- Roy Külter
- Steven Boumans
- Roy Külter
- Steven Boumans
- ING Helpdesk
Benelux Morning Notes
ASR: 1H small beat, KNAB add-on to Solvency 2 higher. Avantium: Down to the wire. Flow Traders: Pump up the volume. Greenyard: 1Q24/25 preview. Kendrion: Navigating difficult end markets. Montea: Solid results with no surprises, guidance reiterated. NEPI Rockcastle: Guidance raised, M&A opportunities on the radar. Tessenderlo: 1H24 Adj. EBITDA miss of 5%, lower FY guidance
- Thomas Couvreur
- Thomas Vranken
- Wim Hoste
- Wim Lewi
- Chaima Ferrandon
- Sven Edelfelt
Implenia AG : H2 set to be a better vintage
>H1 EBIT margin stable at 2.9%, ahead of expectations - Implenia this morning reported higher revenues, at CHF 1.741bn (+2.7% l-f-l and +1.2% in real terms), ahead of our expectations (CHF 1.689bn) and in line with the company-compiled consensus (CHF 1.74bn). EBIT came in higher at CHF 50m, or a stable margin of 2.9%, ahead of forecasts (ODDO 2.7% and consensus 2.8%). The expected contraction in EBIT for the Real Estate division to CHF 7m (consistent with our exp...
- Chaima Ferrandon
- Sven Edelfelt
Implenia AG : Un S2 2024 de meilleur augure
>Marge d’EBIT S1 stable à 2.9%, supérieure aux attentes - Implenia a publié ce matin un CA en hausse à 1,741 MCHF (+2.7% lfl et +1.2% en réel), supérieur à nos attentes (1 689 MCHF) et en ligne avec le consensus de la société (1 740 MCHF). L’EBIT ressort en hausse à 50 MCHF, soit une marge stable à 2.9% supérieure aux attentes (ODDO BHF à 2.7% et consensus à 2.8%). La contraction attendue de l’EBIT de la division Real Estate à 7 MCHF (cohérente avec nos attentes)...
- Mahaut Arnaud
- Paul de Froment
- Thomas Mordelle
Avantium: maintaining positive momentum
This morning, Avantium announced its H1 2024 results with revenues reaching EUR8.9m (+23% vs. EUR7.3m in H1 2023), mainly supported by the R&D Solutions business unit. While the H1 EBITDA loss totalled -EUR16.3m (-34% vs. -EUR12.2m in H1 2023) due to the planned increase in FTEs, the group ende
- Usama Tariq
- Wim Gille
Avantium : Underwhelming H1 as royalty payments and (potentially) cash...
>H1 results were below our estimates, new facility launch in October 2024 - Avantium reported its 2024 H1 results where total revenues (including other income) came at €11.3m, -19% lower than our expectation of €13.9m. Largely the difference was in our expectation of higher revenues both in Renewable Polymers and R&D Solutions Business. On a per segment basis, R&D Solutions, along with securing €7.5m in committed orders which is an 88% yoy increase, showed sales came ...
- Roy Külter
- Steven Boumans
Montea : H1 2024 results: firing up the development pipeline
>Strong increase in developments, outlook reiterated and +2% revaluations - Deployment of land bank: € 214m capex in execution (Q1: €132m), adding a development in Tiel (Netherlands); € 260m capex permit obtained, not yet pre-let (Q1 2024: €260m); € 40m pre-let, permit expected in due course (Q1 2024: 103m). This pipeline includes 372,000sqm land in execution (Q1 2024: 189,000sqm) on a total land bank at 2.2m sqm (stable vs Q1 2024).Outlook reiterated: EPRA EPS...
- Sinan Doganli
CANCOM SE : Q2 review: guidance at risk as KBC tailwind subsides and d...
>Growth starting to slow as KBC effect phases out - CANCOM’s results, released last week, reflected weak demand overall from small and medium sized businesses (SMBs) and lacklustre demand from the public sector due to budget delays. Furthermore, growth has begun to slow as the KBC contribution phases out. KBC was consolidated in June 2023, so CANCOM still benefited from the tailwind of the acquisition in April and May. For the remainder of the year, we expect growth r...
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