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Materials Belgian Investing Ideas
Syensqo
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Ending Destocking And Rising Defense Demand Will Drive Sustainable Progress
Key Takeaways Syensqo is positioned for margin and revenue recovery as inventory destocking subsides and demand for lightweight, sustainable materials accelerates. Ongoing cost savings, decarbonization tailwinds, and reduced one-off expenses support future free cash flow growth and robust earnings expansion.
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€81.94
FV
13.0% undervalued
intrinsic discount
1.92%
Revenue growth p.a.
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0
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0
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5
users have followed this narrative
3 days ago
author updated this narrative
NV Bekaert
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Expanding Rubber Reinforcement Capacity In Indonesia And India Will Strengthen Future Presence
Key Takeaways Focus on cost structure optimization and divestment from low-margin sectors to improve net margins and earnings through strategic resource allocation. Investment in growth regions and sustainable technologies to drive long-term revenue increases and market positioning through strategic production expansion and acquisitions.
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€44.10
FV
18.3% undervalued
intrinsic discount
1.88%
Revenue growth p.a.
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0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
3 days ago
author updated this narrative
Tessenderlo Group
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Investments In Chlorination, Weaving And Fertilizers Will Reshape Capabilities
Key Takeaways Expansion efforts, including Kuhlmann's investment and strategic acquisitions, are set to boost revenue growth, market diversification, and product innovation. Share repurchase program and market ventures are likely to enhance EPS, shareholder value, and operational efficiency through increased demand and sustainability initiatives.
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€28.00
FV
2.1% undervalued
intrinsic discount
3.34%
Revenue growth p.a.
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0
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0
users have commented on this narrative
4
users have followed this narrative
3 days ago
author updated this narrative
Solvay
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Transformation Initiatives Will Enhance Future Efficiency And Sustainability
Key Takeaways The spinoff and energy transition position Solvay for accelerated transformation, enhancing net margins and aligning with sustainability goals. Operational improvements and targeted growth investments are set to reduce costs and drive earnings, emphasizing digitalization and specialized markets.
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€30.67
FV
3.2% undervalued
intrinsic discount
-2.50%
Revenue growth p.a.
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0
users have liked this narrative
0
users have commented on this narrative
20
users have followed this narrative
3 days ago
author updated this narrative
NV Bekaert
AN
AnalystHighTarget
Consensus Narrative from 5 Analysts
Electrification And Renewable Infrastructure Will Expand Steel Wire Demand
Key Takeaways Margin expansion is expected from cost optimization, improved product mix, and disciplined investments, elevating profit profile and fueling aggressive cash return strategies. Growth will be driven by Asia-Pacific demand, electrified mobility trends, and decarbonization, with increased R&D enabling premium products and deeper customer relationships.
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€55.00
FV
34.5% undervalued
intrinsic discount
3.78%
Revenue growth p.a.
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0
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0
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0
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New
narrative
NV Bekaert
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Automotive And Construction Shifts Will Hurt Profits Despite Niche Gains
Key Takeaways Transitions to lightweight and advanced materials, along with increased ESG demands, threaten core revenues, elevate compliance costs, and compress margins. Industry cyclicality, regionalization trends, and market overcapacity erode Bekaert's resilience and competitive advantages, constraining sustainable profit growth.
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€35.00
FV
3.0% overvalued
intrinsic discount
1.05%
Revenue growth p.a.
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0
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0
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0
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New
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Umicore
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Cost-saving Measures And IONWAY Investment Will Secure Future Success
Key Takeaways Strategic cost-saving measures and operational efficiency focus aim to improve net margins and enhance long-term earnings despite near-term cash flow impacts. Global footprint and market hedging efforts stabilize cash flows, positioning Umicore for growth in emerging markets amid volatile conditions.
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€11.05
FV
33.5% overvalued
intrinsic discount
-37.41%
Revenue growth p.a.
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0
users have liked this narrative
0
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15
users have followed this narrative
about 1 month ago
author updated this narrative
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