We hosted our 28th ODDO BHF Forum in Lyon on 9 and 10 January 2025. In total, 210 companies made presentations over the two days. In addition to day 1 feedback (Link to the feedback of the first day), in the following note, we provide some initial feedback from the companies for the second day. The full final feedback, including sector conclusions, will be published later this week. As was the case for the first day, analysts judged that a majority of the companies had a rather neutral tone. Ou...
DEME secures contract for foundation and offshore substation installation at Fengmiao 1 offshore wind farm in Taiwan DEME SECURES CONTRACT FOR FOUNDATION AND OFFSHORE SUBSTATION INSTALLATION AT FENGMIAO 1 OFFSHORE WIND FARM IN TAIWANDEME, through its Taiwanese joint venture CDWE, has been awarded a substantial contract by Copenhagen Infrastructure Partners for the transport and installation of foundations and the offshore substation for the Fengmiao 1 offshore wind farm in Taiwan. Attachment
DEME haalt contract binnen voor installatie funderingen en offshore substation voor Fengmiao 1 offshore windpark in Taiwan DEME HAALT CONTRACT BINNEN VOOR INSTALLATIE FUNDERINGEN EN OFFSHORE SUBSTATION VOOR FENGMIAO 1 OFFSHORE WINDPARK IN TAIWAN DEME, via zijn Taiwanese joint venture CDWE, heeft een a substantieel contract binnengehaald van Copenhagen Infrastructure Partners voor het transport en de installatie van funderingen en het offshore substation voor het Fengmiao 1 offshore windpark in Taiwan. Bijlage
One month after VivaGym (Number 3) acquired Altafit (Number 4) in Spain for EUR 155.0m, there is now additional competition coming in the Belgian market. Jims (number 3) acquires NRG (number 2). Jims had 40 clubs (BE+Lux) and NRG 42. Jims is part of the Colruyt group (COLR BB) The name NRG will cease to exist and a rebranding of the clubs is in order. The acquisition price is unknown. With 228 clubs (YE 2024E KBCS) and 660k members (KBCS Estimate) in total, Basic-Fit remains the market leader i...
A director at Basic-Fit N.V. bought 10,000 shares at 21.100EUR and the significance rating of the trade was 50/100. 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 clearl...
We update our estimates for the latest results, disposals, change in scope and guidance. We prefer for now to take a prudent stance on management's detailed 2023-2028 targets of 8% sales CAGR, of which 6% organic, 80bp margin increase, 13% REBITA and 15% net profit CAGR. End market demand was weak in 2024, in particular in France public markets, and an EUR rebound becomes more of a question mark for 2025, especially for Germany, a new key market for Econocom. AI PC adoption and the Windows 11 up...
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