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Guy Sips ... (+6)
  • Guy Sips
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Kristof Samoy
  • Thomas Couvreur
  • Wim Lewi
Guy Sips ... (+5)
  • Guy Sips
  • Jacob Mekhael
  • Kristof Samoy
  • Michiel Declercq
  • Thomas Vranken
Guy Sips ... (+5)
  • Guy Sips
  • Hilde Van Boxstael
  • Lynn Hautekeete
  • Thomas Vranken
  • Wim Lewi
Guy Sips
  • Guy Sips

Biotalys Manufacturing/commercialisation partnership for Evoca NG with...

We welcome Biotalys and Novonesis announced a manufacturing and commercialisation partnership for Evoca NG. Leveraging Novonesis' world leading fermentation capabilities can not only add value to Biotalys' very promising Agrobody technology but (as Novonesis is one of the leaders in the field of biosolutions) this can as well be seen as an important step forward for Biotalys as they lay the foundation for future commercial launches from its Agrobody 2.0 technology platform. We reiterate our Buy ...

Guy Sips ... (+3)
  • Guy Sips
  • Thomas Vranken
  • Wim Hoste
Guy Sips
  • Guy Sips

Agfa FIRST LOOK: First signs of repositioning of its future-oriented a...

In FY23, the growth engines of Agfa more than compensated for the decline of the traditional film activities, which were under pressure from challenging economic conditions (including adverse currency effects and the weakening economy in China) and geopolitical circumstances. We welcome that FY23 Agfa's growth engines performed well. Agfa indicated it has made strong progress in all of its growth engines, with the launch of its HealthCare IT cloud and web streaming activities, its strategic par...

Guy Sips ... (+3)
  • Guy Sips
  • Wim Hoste
  • Wim Lewi
Guy Sips ... (+6)
  • Guy Sips
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Thomas Vranken
  • Wim Hoste
  • Wim Lewi
Guy Sips ... (+11)
  • Guy Sips
  • Jacob Mekhael
  • Kristof Samoy
  • Lynn Hautekeete
  • Michiel Declercq
  • Sharad Kumar S.P
  • Thibault Leneeuw
  • Thomas Couvreur
  • Thomas Vranken
  • Wim Hoste
  • Wim Lewi

Dynamic Top Pick List Update March 2024 : Replacing UCB by Tubize

We replace UCB by Tubize in our KBC Securities Dynamic Top Pick List. Over the past few weeks, UCB has seen a strong rally in its share price, markedly outperforming the BEL-20 index. The rally came on the back of renewed investor confidence in its flagship product Bimzelx, which gained FDA approval for psoriasis in October 2023 albeit with unexpected warnings and precautions. In the meantime, we see that commercial traction is growing in line with our expectations, as phyicians and caregivers ...

Guy Sips ... (+4)
  • Guy Sips
  • Jacob Mekhael
  • Thibault Leneeuw
  • Thomas Vranken
Guy Sips
  • Guy Sips

Melexis Roadtrip feedback

At Melexis, we had the opportunity to discuss their 'Automotive' and 'Beyond Automotive' growth path with Vincent Hiligsmann, VP Corporate Strategy, Business Development & Innovation, CSO and Karen Van Griensven, CFO.

Guy Sips
  • Guy Sips

Roularta FY23 EBITDA of € 21.6m despite pressure on advertising and ri...

Like the entire media sector, Roularta has increased advertising rates, but this price effect is unable to compensate sufficiently for declining volumes due to the slowing advertising market. Roularta Media Group achieved FY23 EBITDA of € 21.6m, despite pressure on advertising revenue and rising wage costs. We maintain our Accumulate rating and use a, DCF backed, € 17.5 Target Price.

Guy Sips ... (+7)
  • Guy Sips
  • Hilde Van Boxstael
  • Kristof Samoy
  • Thomas Couvreur
  • Thomas Vranken
  • Wim Hoste
  • Wim Lewi

Morning Notes : ABI BB, AGS BB, AGFB BB, ARGX BB, ASRNL NA, FUR NA, MI...

: ABI BB, AGS BB, AGFB BB, ARGX BB, ASRNL NA, FUR NA, MITRA BB, NN NA, RECT BB, VAN BB, ONWD BB

Guy Sips ... (+6)
  • Guy Sips
  • Jacob Mekhael
  • Thibault Leneeuw
  • Thomas Couvreur
  • Thomas Vranken
  • Wim Hoste

Morning Notes : AGS BB, ASM NA, DECB BB, HYL BB, KIN BB, SEQUA BB, UCB...

: AGS BB, ASM NA, DECB BB, HYL BB, KIN BB, SEQUA BB, UCB BB, DEME BB

Guy Sips
  • Guy Sips

DEME FIRST LOOK : Good set of FY23 results, New € 150 Target Price

We saw a good set of FY23 results for DEME mainly attributed to a series of contract awards in both the Offshore Energy and Dredging & Infra segments, representing further global expansion. We increase our TP to € 150 (Accumulate rating maintained) as - given the robust demand trends and a strong orderbook - DEME remains confident about its growth prospects and expects turnover to continue to grow in the coming years with an annual EBITDA margin in a 16 to 20% range each year. We and CSS will ha...

Guy Sips
  • Guy Sips

Kinepolis Group Model update after FY23: there is firepower again for ...

We updated our model after the good set of FY23 results. Nevertheless, we lowered slightly our FY24E visitor numbers from 37.0m to 36.1m as after Dune: Part Two, the first blockbuster of 2024, we expect a relative soft line-up until 4Q24. As we see further improvement in Box Office per visitor and in ITS (In Theatre Sales) per visitor, Kinepolis Group's Free Cash Flow generation will further accelerate. As a result, the net debt (excl. lease) to EBITDAL ratio will come to comfortable levels, pa...

Guy Sips ... (+8)
  • Guy Sips
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Lynn Hautekeete
  • Michiel Declercq
  • Thomas Couvreur
  • Wim Hoste
  • Wim Lewi
Guy Sips
  • Guy Sips

EVS Broadcast Equipment Delivering on the promise and promises to deli...

As expected EVS is setting a new revenue record in FY23, delivering strong profitability, and generating a strong order book for the third consecutive year. Following the PlayForward strategic initiative in 2020, EVS has evolved into a comprehensive solution provider, now integrating these solutions into a cohesive ecosystem. We believe that the introduction in 2H23 of the content management platform VIA MAP can represent a significant step towards ensuring consistency across its solutions and f...

Guy Sips
  • Guy Sips

Materialise Model update after FY23 results

Materialise expect sales in all three of its segments to increase. The growth of its Materialise Software revenue will be further temporarily impacted by the transition towards a cloud-based subscription business model that Materialise is continuing to implement. We updated our model as, based on current market conditions, Materialise expects FY24 revenues to grow to a range of € 265m to € 275m (KBCSe from € 291.6m to € 271.6m). This expected revenue growth will result in FY24 Adj. EBIT forecast...

Guy Sips ... (+8)
  • Guy Sips
  • Hilde Van Boxstael
  • Kristof Samoy
  • Lynn Hautekeete
  • Sharad Kumar S.P
  • Thibault Leneeuw
  • Thomas Vranken
  • Wim Lewi

Morning Notes : ARCAD NA, BESI NA, KIN BB, NEXTA BB, MTLS US, TINC BB,...

: ARCAD NA, BESI NA, KIN BB, NEXTA BB, MTLS US, TINC BB, VGP BB, BTLS BB

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