Report
Jason Kalamboussis ...
  • Joachim Vansanten
  • Lenny Van Steenhuyse
  • Ruben Devos
  • Wido Jongman

Morning Note: AGS BB, ASML NA, OXUR BB, QRF BB, SEQUA BB

Ageas: Sale of TESCO JV for cap gain: “Every little helps”
ASML: Foresee slippage of EUV shipments into 2022
Oxurion: 3Q20 – THR-149 in ph2, new CFO, cash at € 32m
Qrf: Inner city value – model update
Sequana Medical: 2 heart failure experts join scientific board
Underlyings
Ageas SA/NV

Ageas is an insurance company engaged in providing a range of life and non-life products distributed through a variety of channels. Co. focuses on helping its customers to mitigate risks related to property, casualty, life and pensions. Co. serves its customers through a combination of wholly owned subsidiaries, equity associates and partnerships, with financial institutions and distributors in Belgium, the U.K., Luxembourg, Italy, Portugal, Turkey, France, China, Malaysia, India, Thailand and Hong Kong. Co. is organized into five operating segments: Belgium, U.K., Continental Europe, Asia, and General Account.

ASML Holding NV

ASML Holding provides lithography systems for the semiconductor industry, manufacturing machines that are used in the production of integrated circuits or chips. Co. develops, produces, markets, sells and services advanced semiconductor equipment systems exclusively consisting of lithography systems. Co. sells its products to micro-processor manufacturers and Foundries, NAND-Flash memory and DRAM memory chipmakers. Co.'s products line includes the following: PAS 5000 lithography systems, which Co. no longer manufactures but continues to refurbish; PAS 5500 products; TWINSCAN DUV systems and TWINSCAN EUV systems based on a new platform utilizing the concepts of the TWINSCAN platform.

Oxurion NV

ThromboGenics is an integrated biopharmaceutical company based in Belgium. Co. is focused on developing and commercializing ophthalmic medicines. Co.'s primary product JETREA® (ocriplasmin), has been approved by the U.S. FDA for the treatment of symptomatic Vitreomacular Adhesion (VMA). In Europe, it has been approved for the treatment of vitreomacular traction (VMT), including when associated with macular hole of diameter less than or equal to 400 microns. Co. is also further exploring anti-PIGF (Placental Growth Factor), formerly referred to as TB-403, for the treatment of ophthalmic and oncology indications.

QRF Comm

Qrf Comm VA. QRF Comm. VA, formerly known as Qrf CVA, is a Belgium-based Real Estate Investment Trust. The Company is specialized in the niche market of retail properties. QRF Comm. VA invests in commercial real estate throughout Belgium and the Netherlands.

Sequana Medical

Sequana Medical NV. Sequana Medical NV is a Belgium-based company, which manufactures medical devices. The Company focuses mainly on the development of treatment solutions for the management of liver disease, heart failure, malignant ascites and other fluid imbalance disorders. Sequana Medical NV provides alfapump, which is an implantable, programmable, wireless-charged and battery-powered system that is CE-marking for the management of refractory ascites due to liver cirrhosis and malignant ascites. Over 650 alfapump systems have been implanted. Apart from the Alfapump, the Company also aims to develop a direct sodium removal (DSR) therapy, which is a propriety approach to the treatment of volume overload in heart failure.

Provider
KBC Securities
KBC Securities

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

 

Analysts
Jason Kalamboussis

Joachim Vansanten

Lenny Van Steenhuyse

Ruben Devos

Wido Jongman

Other Reports on these Companies
Other Reports from KBC Securities
Guy Sips ... (+6)
  • Guy Sips
  • Jacob Mekhael
  • Kristof Samoy
  • Michiel Declercq
  • Thomas Couvreur
  • Wim Hoste

ResearchPool Subscriptions

Get the most out of your insights

Get in touch