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ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Ackermans & van Haaren: Expect buoyed contribution from Private Banking. ASR: 1H: strong solvency, buyouts at 12% IRR. Deceuninck: Weak set of results, as expected following the change in CEO. EVS: Very weak 1H25, but guidance unchanged; convincing bolt-on deal in the US. IBA: IBA to install one P1 system at university campus in Heidelberg, Germany. NEPI Rockcastle: Robust performance, small upward revision to guidance

Guy Sips ... (+7)
  • Guy Sips
  • Kristof Samoy
  • Livio Luyten
  • Michiel Declercq
  • Thomas Couvreur
  • Wim Hoste
  • Wim Lewi
 PRESS RELEASE

Heidelberg University Hospital expands its particle therapy program wi...

Heidelberg University Hospital expands its particle therapy program with IBA’s Proteus®ONE solution Louvain-La-Neuve, Belgium, August 20, 2025 – (Ion Beam Applications S.A., EURONEXT), the world leader in particle accelerator technology and the world’s leading provider of proton therapy solutions for the treatment of cancer and Heidelberg University Hospital (Universitätsklinikum Heidelberg AöR, UKHD) announce today that they have signed a contract to install a Proteus®ONE1 compact proton therapy solution to be located on the University campus in Heidelberg, Germany. The first payment ...

 PRESS RELEASE

L'hôpital universitaire de Heidelberg élargit son programme de thérapi...

L'hôpital universitaire de Heidelberg élargit son programme de thérapie par particules avec une solution Proteus®ONE Louvain-la-Neuve, Belgique, le 20 août 2025 - IBA (Ion Beam Applications S.A., EURONEXT), le leader mondial des technologies d’accélération de particules et principal fournisseur de solutions de protonthérapie pour le traitement du cancer, et l'hôpital universitaire de Heidelberg (Universitätsklinikum Heidelberg AöR, UKHD) annoncent aujourd'hui la signature d'un contrat pour l'installation d'une solution compacte de protonthérapie Proteus®ONE1  sur le campus universitaire...

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Ahold Delhaize: To divest 87 stores in Romania. DEME Group: Preview – a busy first half year. Kendrion: Preview - 2Q similar to 1Q. Sif Group: Preview - quarterly jump in EBITDA close?

Hilde Van Boxstael ... (+8)
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Kristof Samoy
  • Livio Luyten
  • Lynn Hautekeete
  • Michiel Declercq
  • Thomas Couvreur
  • Wim Lewi

Morning Notes : ADYEN NA, CMBT BB, FUR NA, NEXTA BB, SIP BB, SHUR BB, ...

: ADYEN NA, CMBT BB, FUR NA, NEXTA BB, SIP BB, SHUR BB, FAST NA, ZEAL DC

Kristof Samoy
  • Kristof Samoy

Fugro A Convincing Path to 2H Recovery & Deep Discount Opportunity

We revisited our case following the recent profit warning but recognise 2Q25 already showed a remarkable q/q improvement in profitability to be continued in 2H25. The cheap valuation, strong balance sheet (1.2x EBITDA leverage and no debt maturities prior to 2029) next to the optionality in the future capex spend make that Fugro can weather further storms should they occur. At the speculative front with the mid and long term fundamentals intact potential renewed ownership interest by cash rich d...

 PRESS RELEASE

Galapagos Creates New Subscription Right Plan

Galapagos Creates New Subscription Right Plan Mechelen, Belgium; August 7, 2025, 22.01 CET; regulated information – Galapagos NV (Euronext & NASDAQ: GLPG) announced today that its  Board of Directors created 1,800,000 subscription rights under a new subscription right plan. On August 7, 2025, the Board of Directors of Galapagos approved “Subscription Right Plan 2025 (B)”, intended for personnel of the Company and its subsidiaries, within the framework of the authorized capital. Under this subscription right plan, 1,800,000 subscription rights were created, subject to acceptance, for senior...

 PRESS RELEASE

Galapagos creëert nieuw inschrijvingsrechtenplan

Galapagos creëert nieuw inschrijvingsrechtenplan Mechelen, België; 7 augustus 2025, 22.01 CET; gereglementeerde informatie – Galapagos NV (Euronext & NASDAQ: GLPG) kondigt vandaag aan dat haar Raad van Bestuur 1.800.000 inschrijvingsrechten heeft gecreëerd onder een nieuw inschrijvingsrechtenplan. De Raad van Bestuur van Galapagos heeft op 7 augustus 2025 “Inschrijvingsrechtenplan 2025 (B)”, bestemd voor leden van het personeel van de Vennootschap en van haar dochtervennootschappen, goedgekeurd binnen het kader van het toegestaan kapitaal. Onder dit inschrijvingsrechtenplan werden 1.80...

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

CTP: Good results, continuation of strong demand dynamics. KBC: 2025 outlook, strong uplift post 2Q. RELX, Wolters Kluwer: Thomson Reuters 2Q25 results. SBM Offshore: Guidance up, one-offs play a role. Xior Student Housing: On track, continued focus on pricing and pipeline

 PRESS RELEASE

IBA Notice of Half Year 2025 Results and Conference Call

IBA Notice of Half Year 2025 Results and Conference Call HY25 results webcast to take place on Thursday, 28 August 2025 at 3pm CEST Louvain-la-Neuve, Belgium, 07 August 2025 - IBA (Ion Beam Applications S.A., EURONEXT), the world leader in particle accelerator technology, announces today that it will publish its consolidated results for the half year 2025 on Thursday, 28 August 2025 at 7am CEST. Conference Call Information IBA’s management team will host team will host a conference call and webcast conducted in English to present the half year results, followed by a Q&A session. The con...

 PRESS RELEASE

IBA : Publication des résultats du premier semestre 2025 et conférence...

IBA : Publication des résultats du premier semestre 2025 et conférence web La conférence sur les résultats des six premiers mois de 2025 aura lieu le jeudi 28 août 2025 à 15h00, heure de Bruxelles Louvain-la-Neuve, Belgique, le 7 août 2025 - IBA (Ion Beam Applications S.A le leader mondial des technologies d’accélération de particules, annonce qu’elle publiera ses résultats financiers consolidés du premier semestre le jeudi 28 août 2025 à 7h00, heure de Bruxelles. Informations relatives à la conférence La direction du Groupe IBA présentera les résultats des six premiers mois de l’année ...

Hilde Van Boxstael ... (+4)
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Kristof Samoy
  • Wim Lewi
Wim Lewi
  • Wim Lewi

Xior 1H25 results, in line, shifting back to pipeline growth

Xior reported EPRA EPS of 1.01 that slightly beat our 1.00 expectation (excl. IFRIC costs). Xior NRI rose 4.0% yoy after its disposal program of FY24, but like-for-like growth remained high at 5.4%. LTV% also fell below 50% at 49.8%. Xior repeated its flat EPRA EPS outlook for FY25 of 2.21 per share. Xior expects an underlying strong FY25 thanks to a mix of factors: new assets + lfl growth of >5% and cost savings. The cost of debt decreased slightly from 3.10% (FY24) to 3.03%. The asset disposal...

Jacob Mekhael
  • Jacob Mekhael

Galapagos Receives FDA RMAT designation for GLPG5101 in r/r MCL

Galapagos announced that the FDA has granted RMAT designation to GLPG5101 (CD19- CAR-T) to treat relapsed/refractory mantle cell lymphoma (r/r MCL). This is based on the strong data that GLPG5101 has demonstrated in the MCL cohort in the phase 1/2 (ATLANTA-1) trial in r/r NHL, and comes with a number of potential benefits including eligibility for accelerated approval, and could further support external discussions as Galapagos explores strategic alternatives for the cell therapy business. Accum...

 PRESS RELEASE

Galapagos NV Announces U.S. FDA Regenerative Medicine Advanced Therapy...

Galapagos NV Announces U.S. FDA Regenerative Medicine Advanced Therapy (RMAT) Designation Granted to GLPG5101 for the Treatment of Relapsed/Refractory Mantle Cell Lymphoma Mechelen, Belgium; August 6, 2025, 7:30 CET; regulated information – inside information – Galapagos NV (Euronext & NASDAQ: GLPG) today announced that the United States Food and Drug Administration (FDA) has granted RMAT designation to GLPG5101, a second generation anti-CD19/4-1BB CAR-T product candidate for the treatment of relapsed/refractory mantle cell lymphoma (R/R MCL).  The RMAT designation was established under th...

 PRESS RELEASE

Galapagos NV kondigt aan dat GLPG5101 de status van Regenerative Medic...

Galapagos NV kondigt aan dat GLPG5101 de status van Regenerative Medicine Advanced Therapy (RMAT) van de FDA krijgt voor de behandeling van recidief/refractair mantelcellymfoom Mechelen, België; 6 augustus 2025, 7.30 uur CET; gereglementeerde informatie – voorwetenschap – Galapagos NV (Euronext & NASDAQ: GLPG) kondigde vandaag aan dat de Amerikaanse Food and Drug Administration (FDA) de RMAT-status heeft toegekend aan GLPG5101, een tweede generatie anti-CD19/4-1BB CAR-T kandidaatgeneesmiddel voor de behandeling van recidief/refractair mantelcellymfoom (R/R MCL). De RMAT-status is ingestel...

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