Report
Bart Cuypers ...
  • Cedric Duinslaeger
  • Jan Opdecam
  • Jason Kalamboussis
  • Lenny Van Steenhuyse
  • Ruben Devos
  • Sandra Cauwenberghs

KBC Securities Morning Note 4-12-2018 ASRNL NA, BCART BB, BPOST BB, CYAD BB, CFEB BB, COFB BB, GBLB BB

ASR: Acquires Loyalis from APG
Biocartis: Genomic Health collab expands into urology
bpost: Throwing in the towel
Celyad: AML: update on CYAD-01 at ASH
CFE: SeaMade € 500m EPCI offshore wind contract
Cofinimmo: Company note: Investment pipeline shifts up a gear
GBL: Passing of Honorary Chairman, Albert Frère
Underlyings
ASR Nederland NV

ASR Nederland NV is a multiline insurance company based in the Netherlands. The Company operates through six segments: Non-Life, comprising non-life insurances, including motor vehicle, fire, travel and leisure, transport, liability, agricultural, construction motorized vehicles and construction all risk and assistance insurance products, among others; Life, offering insurance policies that involve asset-building, asset protection, term life insurance and funeral expenses for consumers and business owners; Banking and Asset Management, providing banking activities and activities related to asset management, including investment property management; Distribution and Services, including the distribution of insurance contracts and intermediary services; Holding and Other, providing primarily holding activities of the Company, as well as Real Estate Development, specialized in the development of real estate properties. The Company operates in the Netherlands and internationally.

Biocartis Group NV

Biocartis Group NV is a Belgium-based company, which specializes in the development of molecular diagnostic systems, especially for the treatment of cancers and infectious diseases, the products ensure the analysis of biomolecules associated with risk factors, early detection, treatment selection and monitoring of disease. The group has the Idylla system to deliver results within a period of between 35 to 150 minutes.

Bpost SA

Bpost is engaged in the provision of national and international mail and parcels services comprising the collection, transport, sorting and distribution of addressed and non-addressed mail, printed documents, newspapers and parcels. In addition, through its subsidiaries and business units, Co. sells a range of other products and services, including postal, parcels, banking and financial products, express delivery services, document management and related activities. Co. operates through two business units: the Mail & Retail Solutions and the Parcels & International.

Cape Lambert Resources Ltd.

Cape Lambert Resources is engaged in mineral investment, exploration and evaluation. Co.'s operations include: Marampa Project, which is a brownfields hematite iron ore project located in Sierra Leone, West Africa; Kukuna Project, which is located in northwest of Sierra Leone, and comprises one exploration licence; Rokel Project, which is located in Sierra Leone, and is prospective for discovery of hematite schist deposits geologically similar to those found at Marampa; Cote D'Ivoire Project, which includes three tenements in the Birimian Gold Belt of Cote D'Ivoire; and Wee MacGregor Project, which includes mining leases and exploration permits for minerals in Queensland, Australia.

Celyad Oncology

Celyad is engaged in engineered cell therapy treatments with clinical programs initially targeting indications in cardiovascular disease and oncology. Co. provides C-CATHez, an injection catheter that delivers bio therapeutic agents into the myocardium. Co.'s main product is C-Cure, which is in Phase III clinical trials for the treatment of chronic heart failure secondary to ischemic cardiomyopathy. Co.'s drug product candidates are autologous cell therapy treatments. In autologous procedures, a patient's cells are harvested, selected, reprogrammed and expanded, and then infused back into the same patient.

Cofinimmo SA

Cofinimmo is a fixed capital real estate investment trust. Co. specializes in rental property. Its core investment segments are office property and nursing and care institutions. The portfolio also includes a Distribution property networks segment. Most of Co.'s assets are in Belgium. The foreign part consists of nursing homes/ clinics and the MAAF agencies network in France and the Pubstone portfolio in the Netherlands. Co.'s operations are organized into four segments: Offices, Nursing homes/Clinics, Distribution property networks, and Public-Private Partnerships.

Compagnie d'Entreprises CFE SA

CFE is engaged in civil engineering, buildings and industrial construction, dredging works and electrical installations. Co. is also engaged in property development, environmental protection and building management. Co.'s works carried on by Co.'s civil engineering group includes the following: hydraulic engineering, harbor works, bridges, and other engineering works, tunnels, road construction, dams, storage tanks, piping and drainage and caissons sunken soft soil. Co.'s buildings and industrial construction sector is active in the following fields: administrative buildings, industrial construction, public utility buildings, redevelopment, and residential buildings.

GB Minerals Ltd

Groupe Bruxelles Lambert SA

Groupe Bruxelles Lambert is a holding company. Through its subsidiaries, Co. operates through the following segments: Imerys, which consists of the Imerys group that operates in four business lines of energy solutions and specialties, filtration and performance additives, ceramic materials, and high resistance minerals; and Financial Pillar, which includes, on the one hand, under investment activities, the companies Sienna Capital, Ergon Capital Partners (ECP), ECP II, ECP III, PAI Europe III, Sagard, Sagard II and Sagard III, Kartesia and Merieux Participations I and II and, on the other hand, under consolidated operating activities, the operating subsidiaries of ECP III.

PT Alam Sutera Realty Tbk

PT Alam Sutera Realty is a property development company. Co. is engaged in the construction and management of residential area, commercial areas, industrial areas, and also the management of shopping centers, recreation centers and hospitality (mixed used development).

Provider
KBC Securities
KBC Securities

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Analysts
Bart Cuypers

Cedric Duinslaeger

Jan Opdecam

Jason Kalamboussis

Lenny Van Steenhuyse

Ruben Devos

Sandra Cauwenberghs

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