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And on we go, turning rocks and kissing frogs within the Belgian inventory market. This batch of 20 randomly chosen shares yielded 4 watch record candidates, amongst them a inventory I owned up to now.
To date, the “Professional Market” is a littlebit disappointing. For most of the firms there it’s actually onerous to get infromation. However be assured, i received’t hand over simply !! Let’s go:
61. Orange Belgium
Because the title says, this 745 mn EUR market cap inventory is the listed Belgium subsidiary of Orange Group, which owns 77% of the shares.
As many telcos, the inventory seems low-cost however has been mainly taking place perpetually and carries a number of debt.
The corporate stopped paying dividends in 2022. That is clearly a inventory for traders who can undergo. “Move”.
62. Fairness Banque Commerciale de Congo (Professional Market)
This attention-grabbing Professional Market inventory is certainly a Financial institution within the Republic of Congo, which was a Belgian Colonial territory a few years in the past. it really trades every now and then, final time in Might 2023.
TIKR says it has a market cap of 30 mn EUR and trades at a P/E of two.
They really do have an IR web site in french language with studies. Nonetheless, the financial institution appears to have been merged with one other entity within the meantime and the studies don’t give any data of what one share represents and if there are dividends.
If I might have extra time, this is able to be one thing humorous to dig in, however so I’ll “move”.
63. Whitestone Group
Whitestone Group is a 28 mn EUR market cap funding firm. “It additionally invests in small and medium-sized enterprises. The corporate was previously often called EVADIX SA and adjusted its title to Whitestone Group SA in September 2021. “
The inventory is flatlining since 4 years or so. In keeping with a company doc, there appears to have been a strategic transaction the place a brand new investor known as Multifin made an “in sort” fairness improve and have become the biggest shareholder:
Unsure if that is actually attention-grabbing, however I’ll put them on “watch”.
64. D’ieteren Group
I’ve to confess that I’ve been wanting ahead to dig into this Belgian, household owned Holdco with a market cap auf 10,5 bn EUR.
What we will see is that D’ieteren is clearly one of many extra profitable Holdcos:
Particularly within the final 4 years, the inventory was fairly on a run up.
D’ieteren runs a few enterprise, amongst others they’re the house owners of Moleskin, a automobile distributor/Vendor in Belgium, PHE, a automobile spare elements distributor, TVH, one other elements distributor and eventually Belron, the biggest enterprise which is a series of vehicle restore outlets specializing on windshields.
Particularly Belron is a large success by which they personal 50% they usually have grown the corporate considerably over the previous 20 years. An attention-grabbing element is that they employed Carlos Brito as CEO who used to run AmBev.
After the massive share value improve, the inventory is clearly not low-cost anymore, however they appear to personal some actually good companies, “watch”.
65. GIMV
GIMV is a 1,24 bn EUR market cap funding firm that invests both instantly into personal firms or by way of funds.
Trying on the lengthy tarm chart, worth creation is kind of restricted, nonetheless they appear to pay a big dividend:
They appear to have 5 totally different funding platforms/themes. Nonetheless their reporting is kind of complicated and the portfolio appears to be a bit bit “overdiworsified”. The Flemish Governement appears to personal 28%. “Move”.
66. Inclusio SA
Inclusio is a 100 mn EUR market cap actual property firm that focuses on reasonably priced and social housing. As lots of its actual property friends it has sen higher days. It trades at ~0.5x e book worth however there’s debt and the Authorities of Belgium owns 27%. “Move”
67. BNP Paribas Fortis (Professional Markets)
This Professional MArket inventory really has traded in 2024. I assume that is one way or the other the rest of the a part of Fortis who has been taken over after the GFC by Fortis. i didn’t discover helpful infos on this inventory, “move”.
68. Optimco (Professional MArket)
This inventory has final traded in 2023. Ot appears to be an insurance coverage, however I didn’t discover any monetary data. “Move”.
69. Miko
Miko is a 59 mn ERU market cap firm that reader of my weblog may know. I used to personal the inventory however fortunately offered in 2020 as I used to be involved in regards to the Espresso distribution enterprise which had massive publicity to workplaces. Trying again, this was a great choice because the inventory went down considerably since then:
Miko, a majority household owned firm, used to run two section, plastic packaging and occasional distribution, however they offered the plastic packaging in 2021 to a German competitor.
In 2023, they have been barely worthwhile and loaded up fairly some debt. The stopped to publish English studies. I feel I’ll nonetheless “watch” however they’re clearly going by means of very tough instances. Nonetheless, in the event that they get again wherever close to historic profitability numbers, the upside could be important.
70. Cumulex (Professional Market)
It is a inventory that traded final in 2018. I really discovered investor data, however the firm has no gross sales and appears to be kind of an empty shell. “Move”.
71. Campine SA
Campine is a 100 mn EUR market cap firm that’s energetic in particular chemical substances in addition to metallic recycling (Batteries).
The inventory chart exhibits an excellent growth since Covid, with the refill round 3x:
The corporate is owned 72% by the Hempel household. In keeping with the half 12 months report, Campine already made ~6,3 EUR EPS per share within the first 6 Months. The specialty chemical section produces flame retardant materials which is one way or the other just like my earlier holding Nabaltec. I’m not certain how cyclical their enterprise is, however this seems very attention-grabbing general. They’ve fairly first rate English reporting for such a small firm. “Watch”.
72. EMD Music (Professional Market)
This Professional Market inventory appears to be a designer and distributor of musical devices. The inventory traded final in 2018. The corporate really has an traders web site, however stopped publishing studies in 2012. “Move”.
73. Basilix Cert
This 2 mn EU market cap firm in keeping with TIKR owns a shopping mall and is a subsidiary of KBC Group. “Move”.
74. ALME Make investments (Professional Market)
This Professional Market inventory traded final in 2021. I didn’t discover any data on the corporate. “Move”.
75. Compagnie Fonciere et Immobiliere Belgo Tunisienne NV (Professional Market)
This Professional Market inventory has really traded just a few days in the past, the earlier commerce was in 2015. In keeping with the title, it appears to be an actual property firm that has a hyperlink to Tunisia. I couldn’t discover a web site. “Move”.
76. Kabelwerk Eupen (Professional Market)
Kabelwerk Eupen is a inventory that really trades generally on the Professional market. Because the title says, they produce Cables but additionally pipes made out of plastics.
The corporate itself doesn’t share any monetary data, which is sadly because the enterprise itself could possibly be attention-grabbing.. “Move”.
77. Eupen Finanz (Professional MArket)
Actually by coincidence, the random quantity generator picked one other firm from Eupen subsequent. This one traded final in 2015 and I used to be not in a position to find an organization web site. “Move”.
78. Atenor
Atenor is a 272 mn EUR market cap actual property growth firm that clearly has seen higher instances:
They appeared to have made an enormous loss in 2023, cancelled the dividend and did a deeply discounted rights situation on the finish of the 12 months. “Move”.
79. Celyad Oncology SA
Celyad is a loss making biopharamaceutical penny inventory with a market cap of 15 mn EUR. “Move”.
80. Montea
Montea is a 1,6 bn EUR market cap actual property firm that makes a speciality of logistics parks. The inventory riced clearly additionally suffered, however doesn’t look distressed like different actual property gamers:
However even logistics doesn’t actually make me , so I additionally “move” right here.
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