reports
- Guy Sips
- Jacob Mekhael
- Kristof Samoy
- Lynn Hautekeete
- Michiel Declercq
- Sharad Kumar S.P
- Thibault Leneeuw
- Thomas Couvreur
- Thomas Vranken
- Wim Hoste
- Wim Lewi
US Tariffs Navigating the impact on Benelux equities
Trumps reciprocal tariffs caused a massive blow to equity markets, following a pressured period of escalating trade wars. Retaliatory measures can further heavily damage market confidence, as seen Friday when China announced their 34% tarrif of US goods. International trade policies have never moved this erratic and untransparant, with uncertainty and volatility being the baseline for now. In this report we highlight the key stocks in our coverage relevant to this discussion.
EURN EURONAV NV
ABN ABN AMRO BANK NV DEPOSITARY RECEIPTS
FAGR FAGRON SA
EVS EVS BROADCAST EQUIPMENT SA
XIOR XIOR STUDENT HOUSING N.V.
SOLB SOLVAY SA
UCB UCB S.A.
COFB COFINIMMO SA
DIE D'IETEREN SA
AGFB AGFA-GEVAERT NV
IBAB ION BEAM APPLICATIONS SA
AALB AALBERTS N.V.
ONTEX ONTEX GROUP N.V.
MELE MELEXIS NV
CSM CORBION NV
ABI ANHEUSER-BUSCH INBEV SA/NV
EXO EXOR N.V.
ASML ASML HOLDING NV
ARGX ARGEN-X SE
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ADYEN ADYEN NV
AUTL AUTOLUS THERAPEUTICS ADS
BAR BARCO NV
DEME DEME GROUP NV
FLOW FLOW TRADERS LTD
SYENS SYENSQO
- Cedric Rossi
- Clement Genelot
- Loic Morvan
On the shelves now: Consumer Weekly #65
In this Consumer Weekly newsletter, we provide a brief overview of the key factors affecting our Consumer coverage, from Luxury & Consumer goods to Retail & E-commerce and Food & Ingredients. This week, we look at the impacts of US tariffs and potential retaliation strategies by foreign
Solvay releases its 2024 annual integrated report
Solvay releases its 2024 annual integrated report In 2024, Solvay introduced its “Essential for generations” strategy, delivered solid performance and launched the “For Generations” sustainability roadmap Brussels, April 3, 2025 - 6:00 pm CEST Solvay has released its Annual Integrated Report, which provides an overview of the company’s financial, environmental, and societal performance for 2024. This comprehensive document serves as a key reference for stakeholders, highlighting Solvay's new strategy as a leader in essential chemistry and how Solvay will deliver on it. It also pr...
Solvay publie son rapport annuel intégré 2024
Solvay publie son rapport annuel intégré 2024 En 2024, Solvay a présenté sa stratégie « Essential for generations », a enregistré de solides performances et a lancé la feuille de route de développement durable « For Generations » Bruxelles, le 3 avril 2025 - 18h00 CEST Solvay a publié son rapport intégré annuel, qui donne un aperçu des performances financières, environnementales et sociétales de l'entreprise pour l'année 2024. Ce document exhaustif sert de référence clé pour les parties prenantes, mettant en avant la nouvelle stratégie de Solvay en tant que leader dans le domaine de...
Solvay publiceert geïntegreerd jaarverslag 2024
Solvay publiceert geïntegreerd jaarverslag 2024 In 2024 introduceerde Solvay zijn "Essentieel voor generaties" strategie, leverde solide prestaties en lanceerde de "For Generations" duurzaamheidsroadmap Brussel, 3 april 2025, om 18u00 CEST Solvay publiceerde zijn geïntegreerd jaarverslag, dat een overzicht geeft van de financiële, milieu- en maatschappelijke prestaties van de onderneming voor 2024. Dit uitgebreide document dient als een belangrijk referentiepunt voor belanghebbenden, waarbij de nieuwe strategie van Solvay als leider in essentiële chemie wordt benadrukt en hoe Solvay ...
- ING Helpdesk
- Guy Sips
- Hilde Van Boxstael
- Kristof Samoy
- Lynn Hautekeete
- Michiel Declercq
- Thomas Couvreur
- Wim Hoste
- Andreas Riemann
- Wim Gille
- Guy Sips
- Jacob Mekhael
- Thomas Vranken
- Wim Hoste
- Thomas Vranken
Onward Medical 2024 was a transformational year, 2025 to scale commerc...
Onward reported its FY24 business update, which underlined a lot of progress yet no major new surprises, and it reaffirms its outlook of main catalysts. Mgmt. confirmed demand is strong, but no commercial outlook was given yet. We look forward to an FDA label expansion for home use in 2025, while we also expect the pivotal Empower BP trial in blood pressure control to kick off. FY24 topline (€ 1.7m) and net result (€ -35.7m) came in line with our expectations, and with a € 60m cash position we b...
ONWARD Medical Reports Full Year 2024 Financial and Operating Results ...
ONWARD Medical Reports Full Year 2024 Financial and Operating Results and Shares 2025 Year-to-Date Highlights Received FDA authorization and recorded first commercial sales of ARC-EX System Secured strategic investment from Ottobock and extended cash runway for two years Gained exclusive rights to premier brain-computer interface technology EINDHOVEN, The Netherlands, April 01, 2025 (GLOBE NEWSWIRE) -- ONWARD Medical N.V. (Euronext: ONWD), the medical technology company creating innovative spinal cord stimulation therapies to restore movement, function, and independence in people with ...
ONWARD Medical publie ses résultats financiers et opérationnels pour l...
ONWARD Medical publie ses résultats financiers et opérationnels pour l’exercice 2024 et partage ses faits marquants du début de l’année 2025 Obtention de l’autorisation de la FDA et premières ventes commerciales du système ARC-EX Investissement stratégique d’Ottobock et extension de la visibilité financière sur deux ans Obtention de droits exclusifs sur une technologie de pointe d’interface cerveau-machine EINDHOVEN, Pays-Bas, 01 avr. 2025 (GLOBE NEWSWIRE) -- ONWARD Medical N.V. (Euronext : ONWD), société de technologie médicale développant des thérapies innovantes po...
- Lynn Hautekeete
- Wim Lewi
Real Asset Conference feedback 19-20 March 2025
This note gathers feedback from the group meetings and the panels. In total 21 companies were presented in group meetings and/or panels. More than 100 guests found their way to the venue either physical or virtual (only panels). The 2 panels made for informative additions to the C-level meetings and a nice platform for discussion. Wednesday afternoon concentrated 4 experts from Logistic companies (CTP, Montea, VGP, WDP) for an interesting discussion on brownfields: " an answer to the scarcity of...
LEAS LEASINVEST REAL ESTATE SCA
XIOR XIOR STUDENT HOUSING N.V.
COFB COFINIMMO SA
IMMO COMPAGNIE IMMOBILIERE DE BELGIQUE SA
RET RETAIL ESTATES NV
ELI ELIA GROUP SA/NV
MONT MONTEA SCA
AED AEDIFICA SA
QRF QRF COMM
CPINV CARE PROPERTY INVEST SA
ATEB ATENOR S.A.
ASC ASCENCIO SCA
VGP VGP NV
TINC TINC COMM. VA
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
CTPNV CTP NV
HOMI HOME INVEST BELGIUM
SHUR SHURGARD SELF STORAGE LIMITED
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Kristof Samoy
- Lynn Hautekeete
- Sharad Kumar S.P
- Thomas Couvreur
- Thomas Vranken
- Wim Hoste
- Wim Lewi
- Thomas Vranken
Onward Medical FIRST LOOK: First-in-human implant of new ARC-IM lumbar...
Onward announced the first-in-human use of its new lumbar (lower back) lead for ARC-IM, that could deliver targeted stimulation to restore lower limb mobility (e.g., standing & walking). We see this as an important clinical milestone, while we expect the company to continue to prioritize the commercial launch of ARC-EX and the start of the pivotal Empower BP trial with ARC-IM for blood pressure control. We reiterate our € 10.4 TP and Buy rating.
- Hilde Van Boxstael
- Thomas Couvreur
- Thomas Vranken
- Wim Hoste
- Wim Lewi
ONWARD Medical Announces First-in-Human Use of ARC-IM Lumbar Lead Desi...
ONWARD Medical Announces First-in-Human Use of ARC-IM Lumbar Lead Designed to Restore Standing, Stepping, and Lower Limb Mobility The ARC-IM Lumbar Lead is the second model in the ARC-IM Lead family to be used in a clinical feasibility study The Company is building a portfolio of purpose-designed leads to optimize delivery of ARC-IM Therapy at various locations along the spinal cord to enable restoration of movement and other functions EINDHOVEN, the Netherlands, March 26, 2025 (GLOBE NEWSWIRE) -- ONWARD Medical N.V. (Euronext: ONWD), the medical technology company creating innovative s...
- ING Helpdesk
Benelux Morning Notes
Arcadis: Further in German rail. CVC Capital Partners: They beat, they score. D'Ieteren: US Belron peer Boyd 4Q24 a bit ahead, weak 2025 early outlook. Fastned: Preview FY24. IBA: 2H24 better REBIT, net cash but outlook on the low side. Proximus: Interim leadership announced. UCB: Peer Immunovant reports mixed results in gMG Zabka: Peer Jeronimo Martins FY24 results
- Jacob Mekhael
UCB FIRST LOOK: New data on pyrimidine nucleoside therapy in TK2d at M...
UCB presented results from studies involving doxecitine (dC) and doxribtimine (dT) (pyrimidine nucleoside therapy) in people living with thymidine kinase 2 deficiency (TK2d), at the MDA Clinical and Scientific Conference, being held 16-19 March in Dallas. The improvements in survival and functional outcomes highlight the potential of doxecitine and doxribtimine in treating TK2d, which is an ultra-rare genetic mitochondrial disease with no approved therapies, and has a prevalence of 1.64/1m peopl...
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