reports
- Guy Sips
- 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 Update May 2024 : Adding Fugro, Removing Arcadis
In this May edition of our Dynamic Top Pick List we replace Arcadis by Fugro. Arcadis continues to deliver consistently on its promises and is working hard to realise its 2026 margin targets via cross selling, leveraging its global engineering platform and numerous self-help measures. In spite of this we remove Arcadis from our Dynamic Top Pick List as the recent & strong share price performance leaves little room for further short term triggers As a service provider to the energy industry, Fu...
BEKB BEKAERT SA
ABN ABN AMRO BANK NV DEPOSITARY RECEIPTS
EVS EVS BROADCAST EQUIPMENT SA
SOLB SOLVAY SA
DIE D'IETEREN SA
SOF SOFINA SA
GIMB GIMV NV
VAN VAN DE VELDE S.A.
IBAB ION BEAM APPLICATIONS SA
ACKB ACKERMANS & VAN HAAREN NV
ARCAD ARCADIS NV
TUB FINANCIERE DE TUBIZE S.A.
CPINV CARE PROPERTY INVEST SA
TWEKA TKH GROUP N.V. CERT
TINC TINC COMM. VA
FUR FUGRO NV
SHUR SHURGARD SELF STORAGE LIMITED
SYENS SYENSQO
Voting Rights and Denominator
Voting Rights and Denominator Press ReleaseRegulated InformationAntwerp, 2 May 2024– 7.00 a.m. CET In application of Article 15 of the Law of May 2, 2007 on the disclosure of major shareholdings in issuers whose shares are admitted for trading on a regulated market, VGP publishes, by means of a press release and on its website, the total share capital, the total number of securities with voting rights and the total number of voting rights at the latest at the end of each month in which any of these numbers has changed. Situation as at 30 April 2024: Total share capital:€ 136,091,705.08...
Stemrechten en Noemer
Stemrechten en Noemer PersberichtGereglementeerde informatieAntwerpen, 2 Mei 2025, 07:00 CET In toepassing van artikel 15 van de wet van 2 mei 2007 op de openbaarmaking van belangrijke deelnemingen in emittenten waarvan aandelen zijn toegelaten tot de verhandeling op een gereglementeerde markt, publiceert VGP door middel van een persbericht en op haar website het totaal kapitaal, het totaal aantal stemrechtverlenende effecten en het totale aantal stemrechten uiterlijk op het einde van elke maand waarin één van deze aantallen is gewijzigd. Situatie op 30 April 2024: Totaal kapitaal:€ 13...
- Guy Sips
- Hilde Van Boxstael
- Kristof Samoy
- Lynn Hautekeete
- Thibault Leneeuw
- Thomas Couvreur
- Thomas Vranken
- Wim Hoste
- Wim Lewi
VGP and Areim Complete First Closing in 50:50 ‘SAGA’ Joint Venture
VGP and Areim Complete First Closing in 50:50 ‘SAGA’ Joint Venture PRESS RELEASE Regulated Information Antwerp, Belgium 25 April 2024 (7.00 a.m. CET) VGP NV ('VGP') and AREIM Pan-European Logistics Fund (D) AB, today announced the signing of the first seed closing between VGP and their 50:50 joint venture, SAGA (The ‘Sixth Joint Venture’). The transaction comprises 17 logistics buildings in 10 VGP Parks. The 17 buildings are located in Germany (6 parks, 8 buildings), the Czech Republic (3 parks, 5 buildings) and Slovakia (1 park, 4 buildings). The transaction with the SAGA ...
VGP en Areim Voltooien Eerste Closing in 50:50 'SAGA' Joint Venture
VGP en Areim Voltooien Eerste Closing in 50:50 'SAGA' Joint Venture PERSBERICHT Gereglementeerde informatie Antwerpen, België 25 april 2024 (7.00 uur CET) VGP NV ('VGP') en AREIM Pan-European Logistics Fund (D) AB, kondigden vandaag de ondertekening aan van de eerste 'seed closing' tussen VGP en hun 50:50 joint venture, SAGA (de 'Zesde Joint Venture'). De transactie omvat 17 logistieke gebouwen in 10 VGP Parken. De 17 gebouwen bevinden zich in Duitsland (6 parken, 8 gebouwen), Tsjechië (3 parken, 5 gebouwen) en Slowakije (1 park, 4 gebouwen). De transactie met de SAGA Joint Ve...
- Guy Sips
- Hilde Van Boxstael
- Michiel Declercq
- Thibault Leneeuw
- Wim Lewi
- Frank Claassen
Sipef - Another strong year due to favorable palm oil prices
• The palm oil price is developing more favorably than anticipated, which is compensating for weaker than expected production volumes. • SIPEF guides for FY24 net profit to be close to last year, which means that we could raise our net profit estimates by a few million.• We stick to our view that SIPEF's valuation is too low (EV/hectare
- Guy Sips
- Kristof Samoy
- Michiel Declercq
- Thomas Vranken
- Wim Lewi
VGP and Deka Immobilien Complete Second Closing in 50:50 ‘RED’ Joint ...
VGP and Deka Immobilien Complete Second Closing in 50:50 ‘RED’ Joint Venture PRESS RELEASE Regulated Information Antwerp, Belgium, 16 April 2024 (7.00 a.m. CET) VGP NV ('VGP') and Deka Immobilien, one of the largest globally active real estate investment companies in Europe, today announced the signing of the second closing between VGP and their 50:50 joint venture, RED (The ‘Fifth Joint Venture’). The transaction comprises two logistics buildings and a multi-storey car park which were developed in parks that have already transferred to the joint venture in the first closing. At t...
VGP en Deka Immobilien Voltooien Tweede Closing in 50:50 'RED' Joint V...
VGP en Deka Immobilien Voltooien Tweede Closing in 50:50 'RED' Joint Venture PERSBERICHT Gereglementeerde informatie Antwerpen, België, 16 april 2024 (7.00 uur CET) VGP NV ('VGP') en Deka Immobilien, één van Europa’s grootste, wereldwijd actieve vastgoedinvesteringsmaatschappijen, kondigen vandaag de ondertekening aan van de tweede closing tussen VGP en hun 50:50 joint venture RED (de 'Vijfde Joint Venture'). De transactie omvat twee logistieke gebouwen en een parkeergarage die op het moment van de eerste closing nog in aanbouw waren en inmiddels werden voltooid. De gebouwen zij...
- Gerardo Ibanez
- Steven Boumans
ODDO : From landbanks to goldmines: development pipelines in the logis...
The logistics market is our preferred real estate segment, where the coming growth remains undervalued. We prefer the high growth stock within this segment, CTP. We also have Outperform recommendations on Argan, Montea and VGP. We believe WDP is fully valued, though. - >A favourable environment for industrial and logistics real estate - We think the industrial and logistics (“I&L”) segment is the first major real estate market that has bottomed out. We see strong deman...
- Guy Sips
- Hilde Van Boxstael
- Thomas Vranken
- Wim Lewi
- Guy Sips
Agfa Undergoing a life changing transformation journey
Model update after FY23 as Agfa is undergoing a life-changing transformation to become a future-proof, profitable company with a mission. Agfa aims a) to improve patients' lives by contributing to the quality of diagnosis; b) participate in the development of green hydrogen to help decarbonise the world; c) develop innovative digital printing solutions that reduce the environmental footprint.
Convocation to the Annual Shareholders’ Meeting and the Special Shareh...
Convocation to the Annual Shareholders’ Meeting and the Special Shareholders’ Meeting of 10 May 2024 Press ReleaseRegulated Information09 April 2024, 7:00 am CET, Antwerp, Belgium The shareholders of VGP NV (the “Company”) are hereby invited to attend the annual shareholders’ meeting and the special shareholders’ meeting of the Company which shall consecutively take place at The General, Business Centre, Generaal Lemanstraat 61, 2018 Antwerp, Belgium, on Friday 10 May 2024 at 10:00 am. Please consult the website link: for further information concerning the annual report (including portfo...
Oproeping tot de Gewone Algemene Vergadering en de Bijzondere Algemene...
Oproeping tot de Gewone Algemene Vergadering en de Bijzondere Algemene Vergadering van Aandeelhouders van 10 Mei 2024 PersberichtGereglementeerde informatie09 april 2024, 07.00 uur, Antwerpen, België De aandeelhouders van VGP NV (de “Vennootschap”) worden hierbij uitgenodigd om deel te nemen aan de gewone algemene vergadering en de bijzondere algemene vergadering van de Vennootschap die achtereenvolgens zullen plaatsvinden te The General, Business Centre, Generaal Lemanstraat 61, 2018 Antwerpen, België, op vrijdag 10 mei 2024 om 10.00 uur. Gelieve deze link: te raadplegen voor meer infor...
- Guy Sips
- 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 Update April 2024: Adding TINC
We continue our KBC Securities Dynamic Top Pick List with a 50/50 cyclical/defensive selection, but with a focus on value stocks that have been left behind. Defensive segment like holdings are overweight. However, in the Benelux we have a selection of cyclical industrials at cheap valuations that have often underperformed the market. We favour Benelux value stocks as even a mild recession typically hits growth stocks proportionally harder. We notice that some stocks have been hit hard by minor s...
BEKB BEKAERT SA
ABN ABN AMRO BANK NV DEPOSITARY RECEIPTS
EVS EVS BROADCAST EQUIPMENT SA
SOLB SOLVAY SA
DIE D'IETEREN SA
SOF SOFINA SA
GIMB GIMV NV
VAN VAN DE VELDE S.A.
IBAB ION BEAM APPLICATIONS SA
ACKB ACKERMANS & VAN HAAREN NV
ARCAD ARCADIS NV
TUB FINANCIERE DE TUBIZE S.A.
CPINV CARE PROPERTY INVEST SA
TWEKA TKH GROUP N.V. CERT
TINC TINC COMM. VA
SHUR SHURGARD SELF STORAGE LIMITED
SYENS SYENSQO
Celyad Oncology publie ses résultats financiers pour l'année 2023 ains...
MONT-SAINT-GUIBERT, Belgique--(BUSINESS WIRE)-- Regulatory News: Celyad Oncology (Brussels:CYAD) (Paris:CYAD) (NASDAQ:CYAD) (la “Société”), annonce aujourd'hui ses résultats financiers pour l'année 2023 au 31 décembre 2023 et présente une mise à jour de ses activités. Michel Lussier, Chief Executive Officer par intérim de Celyad Oncology, commente : “ Au cours des deux dernières années, Celyad Oncology a opéré un changement stratégique important, avec l'ambition de rester à la pointe de l'innovation dans le domaine de l'immunothérapie et plus précisément des thérapies à base de lymphocytes...
Voting Rights and Denominator
Voting Rights and Denominator Press ReleaseRegulated InformationAntwerp, 2 April 2024– 7.00 a.m. CET In application of Article 15 of the Law of May 2, 2007 on the disclosure of major shareholdings in issuers whose shares are admitted for trading on a regulated market, VGP publishes, by means of a press release and on its website, the total share capital, the total number of securities with voting rights and the total number of voting rights at the latest at the end of each month in which any of these numbers has changed. Situation as at 31 March 2024: Total share capital:€ 136...
- Lynn Hautekeete
- Wim Lewi
Real Asset Conference Soundbites 19-20 March 2024
This note gathers feedback from the group meetings and the break-out sessions. In total 23 companies presented in group meetings and/or break-out sessions. More than 100 guests found their way to the venue and some more followed virtual meetings. Physical attendance is clearly on the rise after the COVID disruption. Investing remains a people's business. The 4 break-out sessions made for informative additions to the C-level meetings and a nice platform for discussion. Tuesday morning concentrate...
LEAS LEASINVEST REAL ESTATE SCA
XIOR XIOR STUDENT HOUSING N.V.
COFB COFINIMMO SA
RET RETAIL ESTATES NV
ELI ELIA GROUP SA/NV
MONT MONTEA SCA
AED AEDIFICA SA
QRF QRF COMM
CPINV CARE PROPERTY INVEST SA
ATEB ATENOR S.A.
VGP VGP NV
TINC TINC COMM. VA
WDP WAREHOUSES DE PAUW SCA
CTPNV CTP NV
SHUR SHURGARD SELF STORAGE LIMITED
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.