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Alan Vandenberghe ... (+11)
  • Alan Vandenberghe
  • Bart Cuypers
  • Guy Sips
  • Jason Kalamboussis
  • Joachim Vansanten
  • Lenny Van Steenhuyse
  • Michiel Declercq
  • Ruben Devos
  • Thomas Couvreur
  • Wido Jongman
  • Wim Hoste

THEMATIC NOTE : BIG THINGS COME IN SMALL PACKAGES

Small-cap stocks can be smart long-term holdings, but knowing the best time to buy small-caps may even boost long-term returns. There are some smart ways for active investors to potentially enhance long-term performance by playing around with their exposure to small-cap stocks. We prove that it can be useful to choose an appropriate allocation of small-cap stock and stick to the allocation for the longer term. It can be appropriate to rebalance your portfolio, such as once per quarter or once pe...

Alan Vandenberghe ... (+9)
  • Alan Vandenberghe
  • Bart Cuypers
  • Jason Kalamboussis
  • Lenny Van Steenhuyse
  • Michiel Declercq
  • Ruben Devos
  • Sandra Cauwenberghs
  • Thomas Couvreur
  • Wim Hoste

MORNING NOTE : BCART BB, COLR BB, ECONB BB, GIMB BB, HYL BB, INGA NA,...

Biocartis : Joining a powerhouse COVID-19 consortium Colruyt : Guiding for flat underlying profit growth Econocom : Interim dividend proposal of €0.12 Gimv : Invests in medical diagnostics company Biolam Hyloris : Dr Aichhorn as COO ING : Call with New CEO: focus on Costs, “clamp down” Kiadis : Feedback 1H20 call / Debt restructuring w Kreos Proximus : BIPT says commercial FttH wholesale rates are fair SBM Offshore : Prosperity is coming Various : Dynamic Top Pick List update – In: Telenet

Jason Kalamboussis ... (+4)
  • Jason Kalamboussis
  • Michiel Declercq
  • Sandra Cauwenberghs
  • Wim Hoste

Morning Note: ABI BB, AGS BB, COMB BB, HYL BB

AB InBev: FT rumours about CEO succession Ageas: Bid approach a non-starter, but highlights value Bois Sauvage: 1H20: Modest decrease in NAV to € 446.9 ps (-4.4%) Hyloris: Maxigesic IV approvals in Europe

Jason Kalamboussis ... (+6)
  • Jason Kalamboussis
  • Joachim Vansanten
  • Lenny Van Steenhuyse
  • Sandra Cauwenberghs
  • Wido Jongman
  • Wim Hoste

MORNING NOTE : AGS BB, CYAD BB, CRBN NA, DECB BB, FAGR BB, GLPG NA, HY...

Please find today's news on the following companies : Ageas : 2Q reinforces our positive view, upgrading to BUY Celyad : 1H20 - update on covid impact and cash at € 27m Corbion : Better than expected 2Q, FY margin guidance upped Deceuninck : Preview 1H: revenue -11% and adj EBITDA -18% Fagron : Resilient, defensive, growing: a valuable combo Galapagos : 1H20 results: Filgotinib phase III trials resumed Hyloris : Creating value through complex drug reformulation MDxHealth : Hickup in SelectMDx...

Lenny Van Steenhuyse ... (+2)
  • Lenny Van Steenhuyse
  • Sandra Cauwenberghs

HYLORIS - Initiation 07.08.20 - Creating value through complex drug re...

Today we initiate coverage on Hyloris Pharmaceuticals, an early-stage innovative specialty branded pharma company focused on adding value through the reformulation of well-known pharmaceutical drugs. As such it fills a gap in the healthcare system that has been left unaddressed by large pharma companies. Target price of € 11.5/share and Buy rating

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