Report
Alan Vandenberghe ...
  • Ruben Devos
  • Sandra Cauwenberghs
  • Wim Hoste

Morning Note: ARGX BB, BFIT NA, DIE BB, BOLS NA, MITRA BB, ONTEX BB, SIOE BB, telecom

Argenx: € 750m in gross proceeds from the global offering
Basic-Fit: NL gyms to reopen as from 1 July
D'Ieteren: 1Q trading update: investment case unchanged
Lucas Bols: Final FY19/20, TP cut to € 10, Hold confirmed
Mithra: Estelle commercial LSA with Mayne for Australia
Ontex: Double US investment
Sioen: Start of share buyback program
Telecom: CRC publishes final cable access tariffs
Underlyings
Argenx S.E

Argenx N.V. is a clinical-stage biotechnology company developing a deep pipeline of differentiated antibody-based therapies for the treatment of severe autoimmune diseases and cancer. Utilizing its suite of differentiated technologies, Co. is focused on developing product candidates with the potential to be either first-in-class against novel targets or best-in-class against known, but complex, targets in order to treat diseases with a significant unmet medical need.

Basic Fit N.V.

Basic-Fit NV is an operator of fitness centers based in the Netherlands. The Company operates more than 350 fitness clubs in the Netherlands, Belgium, France and Spain.

D'Ieteren N.V. S.A.

D'Ieteren is engaged in two sectors of services to the motorist: Automobile Distribution, which is a distributor of Volkswagen, Audi, Seat, Skoda, Bentley, Lamborghini, Bugatti, Porsche, and Yamaha brands in Belgium; and Vehicle Glass, which is engaged in the repair and replacement of vehicle glass mainly in Europe, North and South America, Australia and New Zealand through Belron s.a. and notably its CARGLASS®, AUTOGLASS® and SAFELITE® AUTO GLASS brands.

Lucas Bols NV

Lucas Bols NV manages the product development, bottling, distribution, sales and marketing of the brands Bols, Galliano, Vaccari, Damrak Gin, Pisang Ambon, Bokma, Hartevelt, Coebergh, PassoAPS and a large group of Dutch jenevers and liqueurs. Co.'s objective is to strengthen and grow its global brands in the international cocktail market while maintaining the competitiveness of its regional brands in regional and local markets.

Mithra Pharmaceuticals

Mithra Pharmaceuticals SA. Mithra Pharmaceuticals SA is a Belgium-based company active in the pharmaceutical industry. The Company is dedicated to provide products and services for the fertility, contraception and menopause of women. It has a number of patent families regarding Estetrol (E4), a natural estrogen produced by the human foetus, which enables the investigation of fertility and contraception products. Mithra is focused on the development of two late-stage E4-based products: Estelle, a 5th generation oral contraceptive, and Donesta, a hormone therapy for Vasomotor Symptoms in menopause. Mithra develops a contraceptive vaginal ring called Myring and Zoreline, a biodegradable subcutaneous implant for hormone dependant cancer.

Ontex Group NV

Ontex Group NV is a Belgium-based company, which operates in the manufacturing sector of industry. The Company is a producer of disposable personal hygiene solutions for babies, women and adults. It offers a range of such products as baby diapers, baby pants, baby wet wipes, pads, pantyliners, tampons, light incontinence products, pull-ups, belt diapers, all-in-one tape systems, shaped pads and underpards. Its products are distributed through retail partner brands, as well as under its own brands (canbebe, canped, Helen Harper, Moltex, Baby Charm) across several distribution channels, such as retail trade, care institutions and pharmacies. The Company is present in Europe, Northern Africa, Australia and Asia.

Sioen Industries N.V.

Sioen Industries. Sioen Industries NV is a Belgium-based company with a portfolio of products and activities, such as spinning, weaving and coating, manufacturing of garments, production of chemicals and processing of technical textiles. The Company has three divisions: the Coating division, engaged in the production of a number of technical textiles, coated with various polymers and marketed in different markets; The Apparel division, engaged in the production of technical protective clothing active in a number of sectors, such as industry, leisure wear and specialized markets, as well as the Chemicals division engaged in the processing of basic raw materials into technical semi-finished products, such as pigment pastes, decorative inks, varnishes and inks for digital printing for a number of markets. It operates through Ursuit Group and Verseidag Ballistic Protection OY, UV Curable systems BVBA, James Dewhurst Group and Verseidag Ballistic Protection Oy.

Provider
KBC Securities
KBC Securities

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

 

Analysts
Alan Vandenberghe

Ruben Devos

Sandra Cauwenberghs

Wim Hoste

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