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Sharad Kumar S.P
- Sharad Kumar S.P
Titan Cement Completion of divestment of 75% stake in Adocim (Eastern ...
Titan Cement International (TCI) announced that it has completed the divestment of its 75% stake in Adocim Cimento Beton Sanayi ve Ticaret A.S. in Eastern Türkiye. TCI announced this transaction on 19th February 2025. The group will continue to operate its cement grinding and cementitious assets across other regions of Turkey, continuing to have a presence in the region which could become a high growth market. This transaction forms part of the group's broader strategy of strengthening its portf...
Guy Sips ... (+6)
- Guy Sips
- Jacob Mekhael
- Kristof Samoy
- Thomas Couvreur
- Thomas Vranken
- Wim Hoste
Jacob Mekhael ... (+2)
- Jacob Mekhael
- Thomas Vranken
Bio€quity Europe 2025: our key takeaways Our key takeaways from the co...
Last week, the KBC Securities team attended the 25th Bio€quity Europe conference, taking place in Bruges, Belgium. The conference underscored a biotech industry navigating profound complexity, with recurring themes of geopolitical uncertainty, capital market volatility, and the growing influence of Asian innovation. European biotech was portrayed as resilient and increasingly competitive, with McKinsey highlighting its strong scientific output, rising VC funding, and potential to capitalize on g...
Thomas Vranken
- Thomas Vranken
Biotalys FIRST LOOK: Unlocking post-harvest setting with AgroFresh par...
Biotalys has entered a collaboration with US-based AgroFresh Solutions to develop and commercialize its biocontrols for post-harvest use, targeting a $ ~300m global market. AgroFresh is a global leader in the post-harvest niche and featured $ 162m revenues at the time of its takeover by private equity Paine Schwartz in 2023, having grown significantly from ~300 to ~700 employees since then. We see the collaboration as highly complementary to Biotalys' pre-harvest efforts as it unlocks access to ...
Guy Sips
- Guy Sips
Jensen-Group A good start of 2025 and aiming to stay on course
1Q25 order intake for Jensen-Group came in at €137.5m (+20% y/y) and 1Q25 revenues increased y/y 17% to a very nice €127.5m (KBCSe € 120.5m). 1Q EBIT was €16.6m (KBCSe €13.5m), compared to €11.2m in 1Q24, resulting in a very impressive 1Q25 EBIT margin of 13% (KBCSe 11.2%) compared to 10.3% in 1Q24. The 1Q25 net result amounted to €14.7m (KBCSe €10.8m) compared to €11.1m in 1Q24 or 1Q25 EPS of €1.55, y/y +34% as 1Q24 EPS was €1.15. We updated our model and as a result we increase our TP from €51...
Alan Vandenberghe ... (+2)
- Alan Vandenberghe
- Thomas Couvreur
RISING INTEREST RATES: FEAR OR PRAISE? Thematic Report
Rising interest rates are becoming a hot topic, triggered by a significant uptick in US 10-year treasury yields through February and March. In this note we revisit this topic from several angles. We dig into the empirical side of what we can reasonably expect from the market as a whole when interest rates start to rise. Secondly we review our coverage, putting forward a number of impacted sectors and stocks.
BFIT
BASIC-FIT NV
SBMO SBM OFFSHORE NV
MTLS MATERIALISE ADS
EURN EURONAV NV
ABN ABN AMRO BANK NV DEPOSITARY RECEIPTS
AKA AKKA TECHNOLOGIES SE
BAR BARCO NV
PNL POSTNL NV
DIE D'IETEREN SA
SOF SOFINA SA
GIMB GIMV NV
AGFB AGFA-GEVAERT NV
ONTEX ONTEX GROUP N.V.
BREB BREDERODE S.A.
INGA ING GROEP NV
ASML ASML HOLDING NV
1PG 1-PAGE LIMITED
ADYEN ADYEN NV
XFAB X FAB SILICON FOUNDRIES SE
SBMO SBM OFFSHORE NV
MTLS MATERIALISE ADS
EURN EURONAV NV
ABN ABN AMRO BANK NV DEPOSITARY RECEIPTS
AKA AKKA TECHNOLOGIES SE
BAR BARCO NV
PNL POSTNL NV
DIE D'IETEREN SA
SOF SOFINA SA
GIMB GIMV NV
AGFB AGFA-GEVAERT NV
ONTEX ONTEX GROUP N.V.
BREB BREDERODE S.A.
INGA ING GROEP NV
ASML ASML HOLDING NV
1PG 1-PAGE LIMITED
ADYEN ADYEN NV
XFAB X FAB SILICON FOUNDRIES SE