KBC Securities

We are a financial services provider for several types of professional clients, each with distinct needs.

 

Alan Vandenberghe ...
  • Joachim Vansanten
  • Lenny Van Steenhuyse
  • Michiel Declercq
  • Sandra Cauwenberghs
  • Wido Jongman

Morning Note: CPINV BB, QFG BB, RET BB, UCB BB

CP Invest: EPRA inclusion will improve liquidity Quest for Growth: NAV update May Retail Estates: Downgrade to HOLD after strong performance UCB: Acquisition of epilepsy focused Engage Ther Various: Feedback Virtual Benelux Conference

Alan Vandenberghe ...
  • Jason Kalamboussis
  • Michiel Declercq
  • Ruben Devos
  • Wim Hoste

Feedback Virtual Benelux Conference

On Thursday 28 May 2020, KBC Securities hosted its first 100% virtual Flagship Conference. 10 out of the 11 companies were represented by C-level management. The conference was well-attended as we welcomed over 100 national and international investors. We planned around 60 meetings over the day, combining one on ones and group meetings. The preliminary feedback gathered from both investors and companies, is extremely positive. Many investors got the opportunity to dig deeper into selected investment cases and some discovered interesting new companies. In this document, we summarize the main ...

Alan Vandenberghe ...
  • Bart Cuypers
  • Lenny Van Steenhuyse
  • Michiel Declercq
  • Sandra Cauwenberghs
  • Wim Hoste

Morning Note: ABI BB, ELI BB, GLPG NA, HAL NA

AB InBev: Positive read-through from Remy Cointreau outlook Elia Group: German Government sets 2040 offshore wind target Galapagos: Long-term filgo data in RA presented at EULAR Hal Trust: Hal Acquires Van Wijnen Various: DTPL update : ASMI, D’Ieteren and Fugro out

Alan Vandenberghe

Dynamic Top pick List 2020 - Update

Today we update our Dynamic Top Pick List : - We remove: Argenx, ASM International, D'Ieteren, Fugro

Guy Sips ...
  • Jason Kalamboussis
  • Ruben Devos
  • Wim Hoste

Morning Note: AGS BB, AVTX NA, DIE BB, EVS BB, KIN BB, ROU BB

Ageas: UK: FCA to test Business Interruption in High Court Avantium: Flowrence orders do not change the picture D'Ieteren: Belgian new car registrations drop 32% in May EVS: Return On Emotions Kinepolis: Cinemas open in June, but what about Belgium? Roularta: Belfius takes 30% participation in Immovlan

Alan Vandenberghe ...
  • Joachim Vansanten
  • Lenny Van Steenhuyse
  • Michiel Declercq
  • Sandra Cauwenberghs
  • Wido Jongman

Morning Note: CPINV BB, QFG BB, RET BB, UCB BB

CP Invest: EPRA inclusion will improve liquidity Quest for Growth: NAV update May Retail Estates: Downgrade to HOLD after strong performance UCB: Acquisition of epilepsy focused Engage Ther Various: Feedback Virtual Benelux Conference

Alan Vandenberghe ...
  • Jason Kalamboussis
  • Michiel Declercq
  • Ruben Devos
  • Wim Hoste

Feedback Virtual Benelux Conference

On Thursday 28 May 2020, KBC Securities hosted its first 100% virtual Flagship Conference. 10 out of the 11 companies were represented by C-level management. The conference was well-attended as we welcomed over 100 national and international investors. We planned around 60 meetings over the day, combining one on ones and group meetings. The preliminary feedback gathered from both investors and companies, is extremely positive. Many investors got the opportunity to dig deeper into selected investment cases and some discovered interesting new companies. In this document, we summarize the main ...

Alan Vandenberghe ...
  • Bart Cuypers
  • Lenny Van Steenhuyse
  • Michiel Declercq
  • Sandra Cauwenberghs
  • Wim Hoste

Morning Note: ABI BB, ELI BB, GLPG NA, HAL NA

AB InBev: Positive read-through from Remy Cointreau outlook Elia Group: German Government sets 2040 offshore wind target Galapagos: Long-term filgo data in RA presented at EULAR Hal Trust: Hal Acquires Van Wijnen Various: DTPL update : ASMI, D’Ieteren and Fugro out

Alan Vandenberghe

Dynamic Top pick List 2020 - Update

Today we update our Dynamic Top Pick List : - We remove: Argenx, ASM International, D'Ieteren, Fugro

Guy Sips ...
  • Jason Kalamboussis
  • Ruben Devos
  • Wim Hoste

Morning Note: AGS BB, AVTX NA, DIE BB, EVS BB, KIN BB, ROU BB

Ageas: UK: FCA to test Business Interruption in High Court Avantium: Flowrence orders do not change the picture D'Ieteren: Belgian new car registrations drop 32% in May EVS: Return On Emotions Kinepolis: Cinemas open in June, but what about Belgium? Roularta: Belfius takes 30% participation in Immovlan

Bart Cuypers

Morning Note: Dutch Construction

Construction & Materials: Dutch construction: update on nitrogen issue

KBC Securities Morning Note 25-1-2019 ABI BB, BAMNB NA, BPOST BB, EURN BB, HEIJM NA, IBAB BB, OBEL BB, QFG BB, SIP BB, SLIGR NA

AB InBev: $ 16.3bn bonds tendered in offer BAM Group: Small investment in Irish modular homes bpost: Changes to the executive committee Euronav: 4Q18 Conf call feedback Heijmans: Provisional AMC contract of € 68.5m IBA: IBA comments on Belgian KCE report Orange Belgium: Take on promotional video Michael Trabbia Quest for Growth: FY18 Results, NAV at € 7.12 p.s., down 33.5% y/y Sligro: Feedback Analyst Meeting

EURONAV - KBC Securities Company Note 11-12-2018 - Copper bottomed and ready for market uptake EURN BB

We like Euronav for its conservative balance sheet, rejuvenated (merged) fleet and strong VLCC exposure, allowing it to fully profit from a potential market uptake. Euronav is the listed pure play VLCC operator, owning 6% of a very fragmented market with a fleet consisting of 43 VLCCs and 26 Suezmaxes. Freight rates were still challenging in Q3 but improved vs Q2 which is against normal seasonal movement. In recent weeks we have seen rates reaching the highest point since 2016. Given Euronav’s operational leverage, the disruption IMO2020 will bring and market momentum we upgrade our recommenda...

ASIT biotech: Pilot production unit established Boskalis: Ostwind 2 € 250m cable laying contract win MDxHealth: Final US license for SelectMDx Umicore: Lowering 2H forecasts

KBC Securities Morning Note 6-11-2018 AGFB BB, INTO BB, OXUR BB, SLIGR NA, SOLB BB

Agfa: 3Q18 preview IO&W: Expanding logistics site at Eindhoven Airport Oxurion: Expanding the pipeline with Beta for dry AMD Sligro: Time for a break Solvay: 3Q18E: expect rather uninspiring quarter

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