On Thursday 9 June, we organise our first New Horizon Conference in London. Following listed companies will be presented: • ASML • Agfa • Arcadis • Barco • Biotalys • D'Ieteren • Ebusco • Ekopak • Hyloris • IBA • Mithra • TKH We give a summary of our view on the companies we welcome, with key investment metrics that can serve as a guide during your meeting(s).
Ascencio: 1H21/22 Slightly ahead of expectations Azelis: Initiation - Formula for success, at a price Biotalys: BioProtection Award 2022 for Best Biofungicide Cofinimmo: Clearing out the old Offices Ekopak: Update on roll-out in France Various: Coverage update
Ackermans: Q1 FY22: Confirming Record Profits For FY22: Atenor: 1Q22 update and 1H22 outlook: Biotalys: Latest field trials validate strength of Evoca: CFE: 1Q Update leaves us with mixed feelings: Elia Group: More EU interconnectivity – more Elia: Gimv: Consistently Picking Winners: Greenyard: Lease-and-lease-back of its facility in Bree: Home Invest Belgium: 1Q22 – resilience in an unhinged economy: IBA: 1Q22 update: positive message but still no guidance:
AB InBev: Preview 1Q21: top line to be supported by pricing Biotalys: FRAC granted Evoca’s active ingredient a new class DSM: 1Q EBITDA +10%, FY guidance reiterated Euronav: Note: Clash – or reconciliation? – of the Titans IBA: Acquires Modus Medical Devices Mithra: The era of E4 Solvay: Preview 1Q: 5% underlying EBITDA growth expected UCB: Fintepla Phase 3 trial data published
Balta: Final results of Tender & Exchange offer on Notes Biotalys: Appointing Carlo Boutton as Chief Scientific Officer Gimv: Exits Investment in Incendin Hal Trust: Likely To Benefit Either Way Intertrust: CSC launches recommended all-cash offer
AKKA: FY21 REBIT beating our estimates by 14% Atenor: FY21 – Approvals pick up Biotalys: Bringing next generation of Evoca to market in 2026 Brederode: Strong FY21 results driven by PE boost GBL: FY21 NAV of € 143.9 ps, up 13.3% y/y Immobel: FY21 Results – Wide range outlook Jensen-Group: Strong growth in profitability and efficiency
Ahold Delhaize: A way to bet on the tech revival without the risk Biotalys: Kwizda Agro becomes formulator of its biocontrols Galapagos: Global biotech heavyweight to guide Galapagos Gimv: Acquires majority stake in GSDI Ontex: Read-through from peer results & outlook statement
Biotalys is a green AgTech, Agricultural Technology, company that develops biological crop and food protection products based on a proprietary antibody-based technology shaping the future of sustainable and safe food supply. Over recent months, Biotalys signed -as part of its flexible, capital light business model- important long-term strategic partnerships with Biobest and Olon, putting puzzle pieces together.
Biotalys: Long-term strategic partnership with Biobest Floridienne: Strategic partnership between Biobest and Biotalys Hyloris: The fourth new asset of the year: Alenura Lotus Bakeries: FF2032 5th investment : “The Good Crisp Company” Proximus: Bringing TeleSign public through SPAC merger
On 10 December we organise our virtual Small and Mid Cap Conference. Following listed companies will be presented: • Agfa • Barco • Bekaert • Biotalys • Deceuninck • EVS • Gimv • Greenyard • Kinepolis • Recticel • Sipef • Ter Beke For more details on the companies and the investment cases please click below.
Ahold Delhaize: New outlook and potential Bol IPO Biotalys: Positive Evoca 2021 independent field trials Boskalis: Offshore wind project win Heineken: Acquisition of Distell and Namibia Breweries Hyloris: PDUFA date for Maxigesic IV set at 3Q22 Oxurion: Initiating head-to-head against SoC Recticel: Greiner deems unlikely to get phase I clearance
Akzo Nobel: 3Q adj operating profit -32%, progressing on pricing ASML: Supply crunch starts to impact operations Barco: Component shortages impacted 3Q Biotalys: $ 5.98m from Bill & Melinda Gates Foundation ING: € 180m provision on variable rate consumer loans UCB: UCB’s BoneBot AI licensed to ImageBiopsy Lab WDP: 9m Results, Rock Steady and Raising TP
Biotalys: New Chief Business Officer Colruyt: Competition and inflation expected to impact profit Crescent: 1H21 results impacted by divestments and Covid Floridienne: Continued growth and profitability in all divisions Oxurion: Seeing light at the end of the tunnel
Today we initiate coverage on Biotalys with a Buy and € 8.7 Target Price in a company note titled “When AgTech meets ESG: shaping the future of sustainable and safe food supply”. Biotalys is a green AgTech, Agricultural Technology, company that develops biological crop and food protection products based on a proprietary antibody-based technology shaping the future of sustainable and safe food supply. We see significant market opportunities and growing importance of sustainable farming solution...
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....
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