Report
Alan Vandenberghe ...
  • Bart Cuypers
  • Guy Sips
  • Lenny Van Steenhuyse
  • Ruben Devos
  • Sandra Cauwenberghs
  • Wim Hoste

KBC Securities Morning Note 23-7-2018 BEKB BB, MDXH BB, NYR BB, PROX BB, RAND NA, REA BB

Bekaert: Earnings model revised
MDxHealth: ConfirmMDx – expansion of US Medicare coverage
Nyrstar: 1H preview – downgrade to Hold
Proximus: Agreement with Flemish gov’t on fiber network
Randstad: Preview 2Q18 results and change TP
RealDolmen: Gfi holds 95.75%; launch of squeeze-out
Dynamic Top Pick List: Removing Nyrstar from our Dynamic Top Pick List
Underlyings
Bekaert SA

Bekaert is a global technological and market company engaged in advanced solutions based in steel wire transformation and coatings as well as an independent manufacturer of drawn steel wire products. In addition, Co. teams up with customers and suppliers globally to develop, implement, upgrade, and protect both current and future technologies. Co.'s business activities are put in practice along two main axes: Product Innovation and Process Innovation. Product Innovation helps Co. better serve its customers, while Process innovation enables Co. to increase operational effectiveness, minimizing its impact on the environment.

MDxHealth S.A.

MDxHealth is a molecular diagnostics company that develops and commercializes epigenetic assays and service testing for cancer assessment and the personalized treatment of patients. Co. offers two main products: Clinical Molecular Diagnostics (ClinicalMDx) Solutions that provide physicians with tests for the identification and treatment of their cancer patients; and Pharmaco Molecular Diagnostics (PharmacoMDx) Solutions for the development of companion diagnostics, biomarker discovery, and clinical trial testing. Co.'s ClinicalMDx solutions include ConfirmMDx, InformMDx, RecurMDx, and PredictMDx.

Nyrstar NV

Nyrstar is a multi-metals company, produces and sells zinc and lead, as well as other metals, such as silver, gold, and copper. Co. produces zinc, which is used to protect steel from corrosion to construction and transport sectors. Co.'s products include zinc die casting alloys for hot chamber die casting processes, as well as niche alloys for special purposes to produce everyday objects, such as kitchen and bathroom fittings, toys, lock ware, zippers, and various auto and electronic components; zinc and special zinc alloys for the hot dip galvanizing industry; and zinc-continuous galvanizing products used in the construction, automotive, and consumer goods sectors.

Proximus SA de droit public

Proximus supplies integrated telecommunications services on the Belgian market. Co.'s activities are divided into four segments: Consumer Business Unit (CBU), which sells voice products and services, internet and television, on fixed and mobile networks, to residential customers; Enterprise Business Unit (EBU), which caters to professional customers; Service Delivery Engine and Wholesale, which centralizes all the network and IT services and costs, provides services to CBU and EBU and sells these services to other telecom and cable operators; and International Carrier Services, which focuses on international carrier activities.

Realdolmen

RealDolmen is a supplier of niche and company solutions, software development and infrastructure solutions. Co. has strategic alliances with the major ICT players on the market, allowing it to deliver and realize the single-source message. Co. helps to turn corporate strategies into efficient, reliable ICT solutions that work, bug-free, on schedule, on budget and always together with the customer. Co. can deliver full projects from start to finish. Co. can also provide support when the customer or other providers lack the necessary skills, expertise or capacity. Co. focuses on three core segments: Business Solutions, Professional Services and Infrastructure Products.

Provider
KBC Securities
KBC Securities

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

 

Analysts
Alan Vandenberghe

Bart Cuypers

Guy Sips

Lenny Van Steenhuyse

Ruben Devos

Sandra Cauwenberghs

Wim Hoste

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