reports
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Sharad Kumar S.P
- Thomas Couvreur
- Thomas Vranken
- Wim Lewi
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Lynn Hautekeete
- Sharad Kumar S.P
- Thomas Vranken
- Wim Lewi
Floridienne S.A.: 1 director
A director at Floridienne S.A. sold 74 shares at 750.000EUR 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 s...
- Guy Sips
- Lynn Hautekeete
- Thomas Couvreur
- Wim Lewi
- Guy Sips
Floridienne FIRST LOOK - Creating a world leader in IPM and pollinatio...
Floridienne announced that its subsidiary Biobest , a world leader in pollination and integrated pest management (IPM), will acquire Brazilian Biotrop from Aqua Capital and GIC investment funds. This large-scale transaction gives Biobest a significant position in South America and allows it to expand its range of biological solutions, which will now include biocontrol (beneficial insects and biopesticides), inoculants, biostimulants and pollination for both greenhouse crops, Biobest's traditiona...
- Guy Sips
- Michiel Declercq
- Sharad Kumar S.P
- Thomas Couvreur
- Wim Lewi
- Benjamin Wolff
- Guy Sips
- Michiel Declercq
- Sharad Kumar S.P
- Thibault Leneeuw
- Wim Hoste
- Wim Lewi
Road/Race to Net Zero A closer look into the energy transition
One year after our 'Hydrogen Primer' we now take a closer look into the energy transition as we are analysing how we are doing on our "Road -or should we say Race- to Net Zero". Global temperatures are at a record high, with the Earth 1.1°C warmer than preindustrial levels. To limit the increase below 1.5°C, emissions must be reduced by 45% by 2030 and reach Net Zero by 2050. Current commitments fall short of these targets. We highlight that achieving Net Zero will require substantial financia...
COLR ETABLISSEMENTEN FRANZ COLRUYT N.V.
SOLB SOLVAY SA
FLOB FLORIDIENNE S.A.
REC RECTICEL SA
DECB DECEUNINCK S.A.
AGFB AGFA-GEVAERT NV
ELI ELIA GROUP SA/NV
MELE MELEXIS NV
TWEKA TKH GROUP N.V. CERT
TINC TINC COMM. VA
UMI UMICORE
ALFEN ALFEN NV
WDP WAREHOUSES DE PAUW SCA
FUR FUGRO NV
DEME DEME GROUP NV
- Guy Sips
- Jacob Mekhael
- Lynn Hautekeete
- Michiel Declercq
- Sharad Kumar S.P
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
- Benjamin Wolff
- Guy Sips
- Hilde Van Boxstael
- Jeroen Van Den Bossche
- Lynn Hautekeete
- Thomas Couvreur
- Wim Lewi
- Guy Sips
- Wim Hoste
- Guy Sips
- Olivier Vandewoude
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
- Guy Sips
- Jeroen Van Den Bossche
- Wim Lewi
- Nikolaas Faes
Brewers Highlights from first-half results
Diverging performances. Over the first half of the year, brewers were largely able to offset higher raw material costs by higher revenue per hl (price increases, premiumization, channel mix) in absolute terms, although gross margins were under pressure. AB InBev, Carlsberg and Heineken additionally cut into operating expenses allowing the groups to record operating profit growth of respectively 7.5%, 31.8% and 24.6%. Molson Coors and Royal Unibrew were slower off the mark and consequently suffer...
- Nikolaas Faes
AB INBEV: When high debt is no longer a liability | BUY | EUR65(+22%)
AB INBEV - BUY | EUR65(+22%) When high debt is no longer a liability Ever since the acquisition of SABMiller, AB InBev’s debt levels have been a worry for investors, reflected in a higher risk premium and lower valuation. However, in the current high-inflation environment, AB InBev’s debt is a significant source of value creation. While inflation increases top-line and profit figures, it decreases the value of debt. And no other beverages company has the same high debt levels as AB InBev (net...
- Guy Sips
- Jeroen Van Den Bossche
- Thomas Vranken
- Wim Hoste
- Wim Lewi
- Wim Lewi
Dynamic Top Pick list - Licking our Wounds
Today we update our Dynamic Top Pick List : • We ADD : None • We REMOVE : Fugro • We KEEP Large Caps: AB Inbev, Ageas, Ahold Delhaize, ArgenX, ASML, bpost, D'Ieteren, Telenet, UCB and Umicore. • We KEEP Mid Caps: Care Property Invest, EVS, Intervest Offices and Warehouses, Kinepolis, Materialise,TINC and X-fab. Performance: In the previous month our Dynamic Top Pick List lost month-to-month 4.61% and ended a series of outperformance. We outperformed the BEL-20 by 0.6%, but underperformed the...
MTLS MATERIALISE ADS
AGS AGEAS SA/NV
TNET TELENET GROUP HOLDING NV
INTO INTERVEST OFFICES & WAREHOUSES SA
EVS EVS BROADCAST EQUIPMENT SA
UCB UCB S.A.
DIE D'IETEREN SA
SOF SOFINA SA
BPOST BPOST SA
CPINV CARE PROPERTY INVEST SA
TINC TINC COMM. VA
ASML ASML HOLDING NV
ARGX ARGEN-X SE
UMI UMICORE
ABE AB EFFECTENBETEILIGUNGEN AG
AKU/U:CN AKUMIN INC.
XFAB X FAB SILICON FOUNDRIES SE
- Nikolaas Faes
AB INBEV - BUY TOP PICKS | EUR65 Q1 revenue growth of 11.1% - full yea...
AB INBEV - BUY TOP PICKS | EUR65 Q1 revenue growth of 11.1% - full year outlook confirmed Q1 revenue growth of 11.1% and EBITDA growth of 7.4% Brazil revenues grew strongly but there was expected weakness in both the US and China Outlook confirmed – revenue growth ahead of EBITDA growth of between 4 and 8%
- Guy Sips
- Jeroen Van Den Bossche
- Michiel Declercq
- Olivier Vandewoude
- Sharad Kumar S.P
- Thomas Vranken
- Wim Hoste
- Wim Lewi
Morning Note: ABI BB, ARGX BB, CFEB BB, FFARM NA, IBAB BB, INTO BB, RE...
AB InBev: 1Q EBITDA +7.4%, FY guidance of +4-8% kept Argenx: Q1 results: The commercial rise of Vyvgart CFE: DEME: preparing for US offshore wind market ForFarmers: Substantially higher prices for raw materials IBA: Receives first order from CGNNT for a P+ solution IO&W: 1Q22 – Lease cancellation boosts profit Recticel: Baltisse acquires additional 4.36% call option Sofina: Price Correction Presents Favourable Entry Point Ter Beke: Next steps in important acquisition process Various: DTPL – Feed...
- Wim Lewi
Dynamic Top Pick List - Feeding some Beta to our selection
Today we update our Dynamic Top Pick List : • We ADD : Sofina • We REMOVE : None • We KEEP Large Caps: AB Inbev, Ageas, Ahold Delhaize, ArgenX, ASML, bpost, D'Ieteren, Telenet, UCB and Umicore. • We KEEP Mid Caps: Care Property Invest, EVS, Fugro, Intervest Offices and Warehouses, Kinepolis, Materialise,TINC and X-fab. Performance: In the previous month our Dynamic Top Pick List was month-to-month nearly flat outperforming our benchmark indices (AEX, Bel20 & Stoxx50) on average an impressive...
AGS AGEAS SA/NV
TNET TELENET GROUP HOLDING NV
FUR FUGRO NV CERT OF SHS
INTO INTERVEST OFFICES & WAREHOUSES SA
EVS EVS BROADCAST EQUIPMENT SA
UCB UCB S.A.
DIE D'IETEREN SA
SOF SOFINA SA
BPOST BPOST SA
CPINV CARE PROPERTY INVEST SA
KIN KINEPOLIS GROUP NV
TINC TINC COMM. VA
ASML ASML HOLDING NV
ARGX ARGEN-X SE
UMI UMICORE
ABE AB EFFECTENBETEILIGUNGEN AG
XFAB X FAB SILICON FOUNDRIES SE
- Guy Sips
- Jeroen Van Den Bossche
- Michiel Declercq
- Olivier Vandewoude
- Thomas Vranken
- Wim Hoste
Morning Note: ABI BB, BTLS BB, DSM NA, EURN BB, IBAB BB, MITRA BB, SOL...
AB InBev: Preview 1Q21: top line to be supported by pricing Biotalys: FRAC granted Evoca’s active ingredient a new class DSM: 1Q EBITDA +10%, FY guidance reiterated Euronav: Note: Clash – or reconciliation? – of the Titans IBA: Acquires Modus Medical Devices Mithra: The era of E4 Solvay: Preview 1Q: 5% underlying EBITDA growth expected UCB: Fintepla Phase 3 trial data published
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