Biocartis: Ad astra with AstraZeneca Euronav: Fredriksen keeps increasing its stake Galapagos: A Touch of Stoffels and Immuno-oncology GBL: Sells Half Of Its Stake In Mowi Picanol: Increases FY guidance Tessenderlo: Increases FY guidance Umicore: CMD- ambitious growth agenda with capex step-up
Argenx: A $ 700 m walk in the park IBA: FY21: Strong performance across all divisions Picanol: FY21 in line with our forecast, FY22 guidance below Sofina: Rate Hikes May Hinder Portfolio Growth Tessenderlo: Solid FY21 performance, forecasting flat FY22
Ackermans: 3Q21: on track to book record results in 2021 CFE: Good momentum confirmed by 3Q update Galapagos: Recruitment complete for MANGROVE trial Intertrust: Multiple parties in the race; bids up to € 22/s Orange Belgium: OBEL becomes full third domestic operator Picanol: FY adj.EBITDA guidance upped from +10% to +15% Tessenderlo: FY21 adj EBITDA guidance upped from flat to +10% Xior: Expanding Amsterdam asset to student campus
Balta: Preview 2Q: easy comparable but rawmat inflation IBA: 1H21: Conf. call feedback Picanol: 1H21 adj EBITDA +21%, FY guidance upped Smartphoto group: Demand for personalized gifts will increase y/y in 2H Tessenderlo: 1H adjusted EBITDA +1.5%, FY guidance confirmed
Agfa: q/q better despite increasing inflationary pressure ASR: Strong 1H21 beat of expectations IBA: 1H21: Backlog conversion still hampered by Covid Picanol: Preview: 1H adj. EBITDA expected to increase 6% Recticel: Preview 1H: adjusted EBITDA expected to triple Solvay: Creation of electronic grade hydrogen peroxide JV Tessenderlo: Preview: 1H adj. EBITDA expected slightly lower
Biocartis: Fire update and 1H21 topline results Deceuninck: 1H EBITDA +83%, demonstrating pricing discipline Lotus Bakeries: Making Biscoff one of the largest cookie brands Picanol: Denial of the allegations of Rieter Roularta: Nice set of results TKH Group: Firing on most cylinders | 25% EPS beat
Full Article at IIR has reaffirmed its Recommended rating for PIA after undertaking a review post the appointment of a new Portfolio Manager, Harding Loevner. The full report can be found on the IIR website. On 26 July 2021, Pengana International Equities Limited (PIA) announced a fully franked dividend of 1.35 cents per share for the June quarter. This represents an 8% increase on the March quarter dividend and takes the total dividends declared for FY21 of 5.1 cents per share, fully franked....
bpost: Ad-interim CEO & remuneration committee changes Gimv: New investments in sofatutor and Verkley Picanol: Acquisition of minority stake in Rieter & preview Sequana Medical: FY20: initial data derisks 2Q21 updates Tessenderlo: Preview 2H/FY20 results & TP upped
Ageas: Stake in Taiping Re, no Share Buyback this year Balta: Preview 2Q: adj. EBITDA expected to drop 63% D'Ieteren: 1H Preview EVS: Good cost control and a strong total order book Greenyard: Double digit sales growth in 1Q IBA: Unlocking the Chinese market + cash infusion Picanol: 1H adj EBITDA +13%, FY guidance upped Smartphoto group: Double digit 1H sales growth, EBITDA + 6.5% y/y Tessenderlo: 1H adjusted EBITDA +25.6%, guidance upped
Agfa: 2Q20 preview: Le Agfa nouveau va arriver GrandVision: Court dismisses all EL claims Montea: From Accumulate to Hold following SP evolution Picanol: Preview 1H: adjusted EBITDA -8% Tessenderlo: Preview 1H: expect resilient performance WDP: From Buy to Hold following recent SP evolution Various: DTPL : WDP out
AKKA: Forward EPS lowered by 30-50%, new TP of € 45 Argenx: Efgartigimod on track for gMG mid20, cash € 1.3bn Bekaert: Weak 1Q top line but cost control saves bottom line Boskalis: 1Q20 trading update CFE: DEME concludes the sale of its Merkur stake Euronext: Covid-19 trading supports strong CSS beat EVS: OK end April order book but no guidance for FY20 Immobel: Completes sale of 800k treasury shares Kiadis: NK-cell capabilities presented at conferences Montea: Encouraging 1Q20 update Picano...
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