Belgian Market Community
Our community narratives are driven by numbers and valuation.
Belgian Investing Ideas
Global Weekly Picks
Agfa-Gevaert is a digital and materials turnaround opportunity, with growth potential in ZIRFON, but carrying legacy risks.
Agfa-Gevaert: A New Lease of Life Through Digitalisation and Materials Innovation A Careful Industrial Repositioning, Driven by Discipline, Digitalisation, and Speciality Materials Agfa-Gevaert (Euronext: AGFB) has undergone a transformation from an iconic photographic company into a focused digital imaging and specialty materials company. Following the sale of its Offset Solutions division to Aurelius Group in 2023, Agfa significantly reduced its exposure to the cyclical print sector and freed up capital for growth in higher-margin segments, such as digital radiology, industrial inkjet, and advanced chemical materials.Read more
Proximus: The State-Backed Backup Plan with 7% Gross Yield and 15% Currency Upside.
Proximus: A Quiet Backup Plan Delivering 7% Gross Yield and Currency Upside The State-Backed Backup Plan with 7% Gross Yield and 15% Currency Upside. Proximus currently offers investors a solid gross dividend yield of around 7%, translating to approximately 5% net return after typical 30% taxes.Read more
Why I Invest in SIPEF?
Strong Operational Momentum Palm oil production up +19.1% YoY , driven by improved yields and extraction rates. Banana volumes up +3.4% , supported by maturing plantations.Read more
Ascencio's Future Stands Tall with a 61% Profit Margin Boost
This belgian REIT feels confident in meeting customers needs and trends and challenges related to internet purchasing. I put its value to EUR 50 per share, which corresponds to the sectorial discount of 20 %.Read more
Proximus, transferring money from the impatient to the patient investor
Why has the stock dropped? Proximus had to invest heavily in the deployment of Fiber.Read more
Earnings Initiatives and Share Buyback Program Will Shape Profit Outlook
Key Takeaways Structural growth in renewable energy and infrastructure, plus innovation in sustainable materials, positions Bekaert for sustained revenue and margin expansion. Geographic diversification and efficiency measures enhance resilience, enabling market share gains and future earnings growth as global demand rebounds.Read more
European Self-Storage Demand Will Plummet Under Regulatory Pressure
Key Takeaways Slowing urban growth, demographic shifts, and digitalization may limit storage demand, weakening Shurgard's revenue growth, pricing power, and customer retention. Increasing regulatory barriers, market saturation, and new agile competitors threaten expansion, expose the company to margin pressure, and elevate competitive risks.Read more
Minimally Invasive Devices Will Capture Expanding Sleep Market
Key Takeaways Genio's unique features and focused U.S. rollout strategy could enable rapid market share gains, higher utilization, and sustained margin expansion. Nyxoah is positioned to benefit from global OSA diagnosis trends and expanding patient eligibility, driving long-term revenue growth above market expectations.Read more
European Healthcare Real Estate Will Benefit From Demographics And Sustainability
Key Takeaways Strategic emphasis on healthcare real estate and geographic diversification enhances revenue stability, reduces regional risk, and captures demographic-driven growth opportunities. High-quality assets, long-term leases, and a potential merger position the company for predictable cash flow, operational efficiencies, and future earnings growth.Read more
