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Livio Luyten
- Livio Luyten
Holdings Report - June 2025 KBCS Holdings Universe Return -0.4% During...
1M Performance - Absolute Total Return: During Jun'25 (1M period), the KBCS Holdings Universe posted a total return of -0.4% which was mainly driven by the performance of the single-asset holdings (-5.0%), while the multi-asset holdings posted a return of +1.7%. The 3 top performers during the period were Sofina (+9,9%), Financière de Tubize (+5.6%) and Whitestone Group (+5.5%) while the 3 worst performers were Heineken Holding (-7.8%), KBC Ancora (-5.1%) and Ackermans & Van Haaren (-3.1%). YT...
Hilde Van Boxstael ... (+5)
- Hilde Van Boxstael
- Livio Luyten
- Lynn Hautekeete
- Michiel Declercq
- Thomas Vranken
Hilde Van Boxstael ... (+4)
- Hilde Van Boxstael
- Jacob Mekhael
- Lynn Hautekeete
- Michiel Declercq
Jacob Mekhael
- Jacob Mekhael
MaaT Pharma Partnership with Clinigen secures MaaT013's EU commerciali...
MaaT signed a licensing, distribution, and commercial supply agreement with Clinigen in Europe for Xervyteg (MaaT013, microbiome therapy, enema formulation) in aGvHD for a € 10.5m upfront, € 18m in milestones, and mid-thirties flat royalty on sales. We believe this deal serves as validation of MaaT013's potential, and see the partnership as a de-risking event for MaaT013's commercialisation in Europe, given Clinigen's experience commercialising in haemato-oncology, with 3 products currently on t...
Wim Lewi
- Wim Lewi
VGP Russelheim permit for Green Campus received
VGP received the final building permit to begin construction of the new Stellantis Germany and global Opel headquarters in Rüsselsheim or “grEEn campus project”. Initial work has already begun, but permitting brownfield construction is more complex. The site spans 100k sqm and is part of a larger 700k sqm area acquired in FY23. A photovoltaic system and green roof will generate energy. A lot of development opportunities remain on the surrounding land. This project is part a large brownfield oppo...
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