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: ABI BB, AGN NA, ARCAD NA, BESI NA, ENX FP, GIMB BB, HYL BB, IBAB BB, KIN BB, MTLS US, VGP BB, AZE BB, ZEAL DC
Hyloris provided an update regarding the review of valacyclovir for oral suspension which had a PDUFA target action date of 12 October 2025. It appears that the FDA identified significant inspection observations at the third party manufacturing plant in Greece. The manufacturer confirmed that it is actively implementing its remediation plans. Currently, Hyloris believes that resolution of the manufacturing situation is required to obtain an FDA product approval and is working on a solution. We reiterate our € 6 TP and Hold rating.
Syensqo - Participation notification by BlackRock Inc. Communiqué de pressePersbericht Regulated Participation notification by BlackRock Inc. Brussels, Belgium – February 04, 2026 - 08:30 CET According to Belgian transparency legislation (Law of May 2, 2007), BlackRock Inc. (12 Throgmorton Avenue, London EC2N 2DL, UK) recently sent Syensqo the following transparency notifications indicating that it crossed the threshold of 3%. Here is the summary of the moves: Date on which the threshold was crossedVoting rights after the transactionEquivalent financial instruments after the transaction...
Below are the highlights from the conference call. We remind that FY25 adjusted EBITDA increased by 11% to 847m, slightly above the high end of the 790-840m guidance range (in line with KBCS estimate, 1% above consensus). The company did not give a precise guidance on FY26 although sounded cautious on developments in the EV industry. The strong metal price environment will partly be offset by lower hedging levels for 2026 and maintenance, while new longer term hedges generate additional earnings visibility at very attractive levels for a longer period of time. We maintain our Accumulate rating...
: COFB BB, GLPG NA, UMI BB
Cofinimmo reports recurring EPRA EPS +1,1% above our estimates and 4,0% above its guidance. The earnings beat is driven by higher like-for-like rental income at +2,9%. The EPRA EPS outlook of FY26 is below our estimates at € 6,35 vs € 6,39 KBCSe. The guided debt ratio at YE26 is 340 bps higher than our expectations at 44,0% due to only € 110,0m guided asset disposals and higher than expected investments at € 310,0m which will mainly impact FY27/28 rental income. In the medium term, the focus should be on refinancings. The average debt maturity is low at 3x which is related to the ongoing excha...
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