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Guy Sips ... (+6)
  • Guy Sips
  • Kristof Samoy
  • Livio Luyten
  • Lynn Hautekeete
  • Michiel Declercq
  • Wim Lewi
EVS EVS BROADCAST EQUIPMENT SA
GIMB GIMV NV
IBAB ION BEAM APPLICATIONS SA
ELI ELIA GROUP SA/NV
CPINV CARE PROPERTY INVEST SA
FUR FUGRO NV
DEME DEME GROUP NV
01/27/26 January 27, 2026 1 EN
Jacob Mekhael ... (+4)
  • Jacob Mekhael
  • Kristof Samoy
  • Livio Luyten
  • Wim Lewi
GIMB GIMV NV
ARCAD ARCADIS NV
HYL HYLORIS PHARMACEUTICALS
CTPNV CTP NV
01/20/26 January 20, 2026 1 EN
Guy Sips ... (+5)
  • Guy Sips
  • Hilde Van Boxstael
  • Livio Luyten
  • Wim Hoste
  • Wim Lewi
HEIA HEINEKEN NV
HAL HAL TRUST
GIMB GIMV NV
DEME DEME GROUP NV
ENRGY ENERGYVISION
01/16/26 January 16, 2026 1 EN
Hilde Van Boxstael ... (+4)
  • Hilde Van Boxstael
  • Livio Luyten
  • Thomas Couvreur
  • Wim Hoste
HAL HAL TRUST
GIMB GIMV NV
CSM CORBION NV
11/27/25 November 27, 2025 1 EN
ING Helpdesk
  • ING Helpdesk
PREMIUM
WHA WERELDHAVE N.V.
GIMB GIMV NV ... (+4)

Benelux Morning Notes

Corbion: Better to travel than to arrive. Gimv: Portfolio return of 9.5% over 1H25, NAV in-line with INGF. IBA: 2025 guidance confirmed, debt high at €60m, €135m of long term financing. Wereldhave: €120m acquisition at 8% NIY, c.€80m capital increase

WHA WERELDHAVE N.V.
GIMB GIMV NV
IBAB ION BEAM APPLICATIONS SA
CSM CORBION NV
11/20/25 November 20, 2025 1 EN
Hilde Van Boxstael ... (+6)
  • Hilde Van Boxstael
  • Livio Luyten
  • Lynn Hautekeete
  • Michiel Declercq
  • Wim Hoste
  • Wim Lewi
GIMB GIMV NV
IBAB ION BEAM APPLICATIONS SA
ATEB ATENOR S.A.
CSM CORBION NV
11/20/25 November 20, 2025 1 EN
Kristof Samoy ... (+7)
  • Kristof Samoy
  • Livio Luyten
  • Lynn Hautekeete
  • Michiel Declercq
  • Thibault Leneeuw
  • Thomas Couvreur
  • Wim Lewi
PREMIUM
KPN ROYAL KPN NV
WKL Wolters Kluwer ... ... (+10)

Morning Notes : AD NA, BPOST BB, CPINV BB, GIMB BB, KPN NA, MONT BB, V...

: AD NA, BPOST BB, CPINV BB, GIMB BB, KPN NA, MONT BB, VPK NA, WDP BB, WKL NA, ALFEN NA

KPN ROYAL KPN NV
WKL WOLTERS KLUWER NV
GIMB GIMV NV
ROYAL VOPAK NV
MONT MONTEA SCA
BPOST BPOST SA
CPINV CARE PROPERTY INVEST SA
AD KONINKLIJKE AHOLD DELHAIZE N.V.
ALFEN ALFEN NV
WDP WAREHOUSES DE PAUW SCA
11/05/25 November 5, 2025 1 EN
Guy Sips ... (+8)
  • Guy Sips
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Kristof Samoy
  • Lynn Hautekeete
  • Mathijs Geerts Danau
  • Michiel Declercq
  • Thomas Couvreur
BFIT BASIC-FIT NV
EXM EXMAR N.V.
UCB UCB S.A.
MRUS MERUS B V
JDEP JDE PEET'S NV
BAR BARCO NV
HYL HYLORIS PHARMACEUTICALS
10/27/25 October 27, 2025 1 EN
ING Helpdesk
  • ING Helpdesk
PREMIUM
HEIA HEINEKEN NV
KPN ROYAL KPN NV ... (+5)

Benelux Morning Notes

AkzoNobel: 3Q25 in-line, FY guidance trimmed, €300m provision for Ichthys court case. Gimv: ImCheck Therapeutics checked out. Heineken: 3Q25 trading update; outlook FY25 slightly lowered. KPN: Ziggo 2Gbits internet roll out for c.7m homes by end 2025, full Netherlands by 2026. Randstad: 3Q25 result beats 5%; outlook 4Q25 also beats; strong OPEX performance

HEIA HEINEKEN NV
KPN ROYAL KPN NV
RAND RANDSTAD NV
GIMB GIMV NV
AKZA AKZO NOBEL N.V.
10/22/25 October 22, 2025 1 EN
Guy Sips ... (+4)
  • Guy Sips
  • Livio Luyten
  • Thomas Couvreur
  • Wim Hoste
HEIA HEINEKEN NV
RAND RANDSTAD NV
FLOB FLORIDIENNE S.A.
GIMB GIMV NV
AKZA AKZO NOBEL N.V.
10/22/25 October 22, 2025 1 EN
Guy Sips ... (+6)
  • Guy Sips
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Kristof Samoy
  • Livio Luyten
  • Thomas Couvreur
EXM EXMAR N.V.
FLOB FLORIDIENNE S.A.
GIMB GIMV NV
AGFB AGFA-GEVAERT NV
GLPG GALAPAGOS NV
AUTL AUTOLUS THERAPEUTICS ADS
10/21/25 October 21, 2025 1 EN
Guy Sips ... (+7)
  • Guy Sips
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Kristof Samoy
  • Michiel Declercq
  • Thomas Couvreur
  • Wim Lewi
WKL WOLTERS KLUWER NV
EVS EVS BROADCAST EQUIPMENT SA
EXM EXMAR N.V.
GLPG GALAPAGOS NV
TKWY JUST EAT TAKEAWAY.COM N.V.
10/02/25 October 2, 2025 1 EN
Hilde Van Boxstael ... (+4)
  • Hilde Van Boxstael
  • Livio Luyten
  • Wim Hoste
  • Wim Lewi
HEIA HEINEKEN NV
GIMB GIMV NV
WDP WAREHOUSES DE PAUW SCA
09/26/25 September 26, 2025 1 EN
Guy Sips ... (+6)
  • Guy Sips
  • Hilde Van Boxstael
  • Livio Luyten
  • Michiel Declercq
  • Wim Hoste
  • Wim Lewi
PREMIUM
EXM EXMAR N.V.
SOLB SOLVAY SA ... (+8)

Morning Notes : BREB BB, OPTI BB, EXM BB, SOLB BB, WDP BB, DEME BB, JD...

: BREB BB, OPTI BB, EXM BB, SOLB BB, WDP BB, DEME BB, JDEP NA, ENRGY BB

EXM EXMAR N.V.
SOLB SOLVAY SA
OPTI CRESCENT
BREB BREDERODE S.A.
JDEP JDE PEET'S NV
WDP WAREHOUSES DE PAUW SCA
DEME DEME GROUP NV
ENRGY ENERGYVISION
09/19/25 September 19, 2025 1 EN
Hilde Van Boxstael ... (+5)
  • Hilde Van Boxstael
  • Kristof Samoy
  • Livio Luyten
  • Lynn Hautekeete
  • Michiel Declercq
COMB COMPAGNIE DU BOIS SAUVAGE SA
EXM EXMAR N.V.
SOF SOFINA SA
ATEB ATENOR S.A.
09/05/25 September 5, 2025 1 EN
ING Helpdesk
  • ING Helpdesk
PREMIUM
KPN ROYAL KPN NV
DIE D'IETEREN SA ... (+3)

Benelux Morning Notes

D'Ieteren: Belgian August car registrations down 11%, easy comps, VW down 8.4% Gimv: Cash in motion: over €300m invested, still €400m to go. KPN: KPN and Vodafone yearly mobile price increases

KPN ROYAL KPN NV
DIE D'IETEREN SA
GIMB GIMV NV
09/02/25 September 2, 2025 1 EN
Jacob Mekhael ... (+3)
  • Jacob Mekhael
  • Livio Luyten
  • Thomas Couvreur
AGS AGEAS SA/NV
GIMB GIMV NV
ACKB ACKERMANS & VAN HAAREN NV
ONWD ONWARD MEDICAL NV
09/02/25 September 2, 2025 1 EN
ING Helpdesk
  • ING Helpdesk
PREMIUM
EURN EURONAV NV
CFEB Compagnie d'Ent... ... (+5)

REVISED VERSION - Benelux Morning Notes - updated to include IBA news

CFE: 1H results a bit light, FY outlook maintained. CMB.TECH: VLCC reasonable, pressure on Dry Bulk rates. dsm-firmenich: Givaudan CMD; Strategy 2030. Gimv: Investing in specialised healthcare services in the Netherlands. IBA: More sales but at lower margin

EURN EURONAV NV
CFEB COMPAGNIE D'ENTREPRISES CFE SA
GIMB GIMV NV
IBAB ION BEAM APPLICATIONS SA
DSFIR KONINKLIJKE DSM N.V.
08/28/25 August 28, 2025 1 EN
Guy Sips ... (+3)
  • Guy Sips
  • Kristof Samoy
  • Wim Lewi
EXM EXMAR N.V.
WDP WAREHOUSES DE PAUW SCA
DEME DEME GROUP NV
08/26/25 August 26, 2025 1 EN
Livio Luyten
  • Livio Luyten
PREMIUM
COMB Compagnie du Bo...
GBLB Groupe Bruxelle... ... (+15)

Holdings Report - July 2025 KBCS Holdings Universe Returns -0.5% Durin...

1M Performance - Absolute Total Return: During Jul'25 (1M period), the KBCS Holdings Universe posted a total return of -0.5% which was mainly driven by the performance of the multi-asset holdings (-0.9%), while the single-asset holdings posted a return of +0.4%. The 3 top performers during the period were Financière de Tubize (+11.7%), KBC Ancora (+9.4%) and Quest For Growth (+5.5%) while the 3 worst performers were Brederode (-6.4%), Heineken Holding (-5.0%) and D'Ieteren Group (-4.7%). YTD Pe...

COMB COMPAGNIE DU BOIS SAUVAGE SA
GBLB GROUPE BRUXELLES LAMBERT SA
HAL HAL TRUST
DIE D'IETEREN SA
SOF SOFINA SA
GIMB GIMV NV
QFG QUEST FOR GROWTH
ACKB ACKERMANS & VAN HAAREN NV
TUB FINANCIERE DE TUBIZE S.A.
HEIO HEINEKEN HOLDING N.V.
KBCA KBC ANCORA SCA
TEXF TEXAF
BREB BREDERODE S.A.
TINC TINC COMM. VA
EXO EXOR N.V.
08/06/25 August 6, 2025 1 EN
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