reports
- Guy Sips
- Michiel Declercq
- Wim Hoste
Local Champions Mid Cap Conference Book 11.12.2025
This conference book is your guide to our annual Local Champions Mid Cap Conference set to take place on Thursday, 11 December 2025 at our historic building at Grand Place in Brussels. This event offers the possibility to have one-on-one meetings and/or attend small group sessions with the top management and/or IR of the following companies: BARCO | BEKAERT | DECEUNINCK | DEME | EVS | IBA | JENSEN GROUP | MATERIALISE | ONTEX | PROXIMUS | RECTICEL | XFAB
- Guy Sips
- Jacob Mekhael
- Wim Lewi
- Hilde Van Boxstael
- Lynn Hautekeete
- Mathijs Geerts Danau
- Wim Lewi
NEXTENSA ACHIEVES SOLID RESULTS IN Q3
NEXTENSA ACHIEVES SOLID RESULTS IN Q3 REGULATED INFORMATIONBrussels, 13 November 2025, 5:55 PM RESULTS ON Q3 2025 HIGHLIGHTS NEXTENSA ACHIEVES SOLID RESULTS IN Q3 In the third quarter of 2025 Nextensa maintained its strong momentum and achieved a clear increase in profitability. Net profit increased significantly, driven by a higher contribution of development activities, lower financing costs and a further strengthening of the balance sheet. Three significant transactions were completed in Q3 2025: Sale of Retail Estates. On August 28,2025, Nextensa has sold its entire 8.99% sta...
NEXTENSA RÉALISE DES RÉSULTATS SOLIDES EN Q3
NEXTENSA RÉALISE DES RÉSULTATS SOLIDES EN Q3 INFORMATION RÉGLEMENTÉEBruxelles, 13 novembre 2025, 17h55 RESULTATS POUR LE Q3 2025 FAITS MARQUANTS NEXTENSA RÉALISE DES RÉSULTATS SOLIDES EN Q3 Au troisième trimestre 2025, Nextensa a poursuivi son élan positif en enregistrant une croissance nette de sa rentabilité. Le bénéfice net a connu une progression significative, soutenu par la contribution accrue des activités de développement, la diminution des coûts de financement et le renforcement continu de son bilan. Trois opérations significative majeures ont été finalisées au Q3 2025. :...
NEXTENSA ZET SOLIDE RESULTATEN NEER IN Q3
NEXTENSA ZET SOLIDE RESULTATEN NEER IN Q3 GEREGLEMENTEERDE INFORMATIEBrussel, 13 november 2025, 17h55 RESULTATEN OVER Q3 2025 HIGHLIGHTS NEXTENSA ZET SOLIDE RESULTATEN NEER IN Q3 In het derde kwartaal van 2025 behield Nextensa zijn sterke momentum en realiseerde het een duidelijke stijging van de rentabiliteit. De nettowinst steeg aanzienlijk dankzij een hogere bijdrage van de ontwikkelingsactiviteiten, lagere financieringskosten en een verdere versterking van de balans. In Q3 van 2025 werden drie significante transacties afgerond: Verkoop van Retail Estates. Op 28 augustus 2025 he...
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Lynn Hautekeete
- Thibault Leneeuw
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
- Marc Zwartsenburg
- CEFA
PostNL/A festive season coming up?/HOLD
The 3Q25 results were a slight miss versus expectations due to a more negative impact from mix in Parcels. PostNL has taken some efficiency measures to compensate and hence reiterated its outlook for FY25. However, we feel the outlook is challenging given that 4Q25F will need a significant uplift vs 4Q24. Election mail and yield/efficiency measures provide support but mix and uncertain customer confidence and close clustered timing of festive events lead us to remain a bit more cautious for 4Q25...
- Guy Sips
Jensen-Group Recent slowdown in order intake but on track to deliver a...
We updated our model (new € 67.5 Target Price (from €62) after Jensen-Group's 3Q25 revenues came in at a very nice € 134.9m compared to € 107.5m in 3Q24, resulting in a 19% y/y higher 9M25 sales of € 398.0m. We maintain our Accumulate rating. We incorporated in our updated model that Jensen-Group highlighted that after very solid results in the first nine months, they remain on track to deliver a record year with an expected FY25 EBIT range € 66m and € 71m (KBCSe from 64.9m to € 69m). On the ...
PUBLICATION OF ATRANSPARENCY NOTIFICATION - ACKERMANS & VAN HAAREN
PUBLICATION OF ATRANSPARENCY NOTIFICATION - ACKERMANS & VAN HAAREN PUBLICATION OF ATRANSPARENCY NOTIFICATION - ACKERMANS & VAN HAAREN Pursuant to article 14 of the law of 2 May 2007, Nextensa NV/SA announces that it has received a transparency notification dated 30 October 2025 from Ackermans & van Haaren NV/SA (having its registered offices at Begijnenvest 113, 2000 Antwerp, Belgium). Ackermans & van Haaren has notified that, following an acquisition of additional shares on 28 October 2025, its total number of voting rights in Nextensa increased to 80.31% of the voting rights. Based o...
PUBLICATION D’UNE NOTIFICATION DE TRANSPARENCE – ACKERMANS & VAN HAARE...
PUBLICATION D’UNE NOTIFICATION DE TRANSPARENCE – ACKERMANS & VAN HAAREN PUBLICATION D’UNE NOTIFICATION DE TRANSPARENCE – ACKERMANS & VAN HAAREN Conformément à l'article 14 de la loi du 2 mai 2007, Nextensa SA annonce avoir reçu une déclaration de transparence datée du 30 octobre 2025 d’Ackermans & van Haaren SA (dont le siège social est établi à Begijnenvest 113, 2000 Anvers, Belgique). Ackermans & van Haaren a notifié qu'à la suite d'une acquisition d'actions supplémentaires le 28 octobre 2025, son nombre total de droits de vote dans Nextensa est passé à 80,31 % des droits de vote. Su...
OPENBAARMAKING VAN EEN TRANSPARANTIEKENNISGEVING - ACKERMANS & VAN HAA...
OPENBAARMAKING VAN EEN TRANSPARANTIEKENNISGEVING - ACKERMANS & VAN HAAREN OPENBAARMAKING VAN EEN TRANSPARANTIEKENNISGEVING - ACKERMANS & VAN HAAREN Op grond van artikel 14 van de wet van 2 mei 2007, maakt Nextensa NV bekend dat het een transparantiekennisgeving heeft ontvangen gedateerd op 30 oktober 2025 van Ackermans & van Haaren NV (met zetel te Begijnenvest 113, 2000 Antwerpen, België). Ackermans & van Haaren heeft meegedeeld dat, ten gevolge van een verwerving van bijkomende aandelen, haar totaal aantal stemrechten in Nextensa op 28 oktober 2025 is toegenomen tot 80,31% van de stem...
- Ahmed Ben Salem
- Bruno Cavalier
- Steven Boumans
- Thomas Zlowodzki
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
ALLIX WALLIX GROUP SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
LI KLEPIERRE SA
COV COVIVIO SA
GFC GECINA SA
GTT GAZTRANSPORT & TECHNIGAZ SA
NXI NEXITY SA CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
SCR SCOR SE
EL ESSILORLUXOTTICA SA
INEA FONCIERE INEA
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
BRBY BURBERRY GROUP PLC
KOF KAUFMAN & BROAD SA
KER KERING SA
ALTA ALTAREA SCA
VNA VONOVIA SE
ENI ENI S.P.A.
PNL POSTNL NV
XIOR XIOR STUDENT HOUSING N.V.
ICAD ICADE SA
01913 PRADA S.P.A.
REP REPSOL SA
BYG BIG YELLOW GROUP PLC
COFB COFINIMMO SA
TUB TUBACEX S.A.
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
CFT COMPAGNIE FINANCIERE TRADITION
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
MONC MONCLER SPA
CPINV CARE PROPERTY INVEST SA
GCO GRUPO CATALANA OCCIDENTE S.A.
SAFE SAFESTORE HOLDINGS PLC
ARG ARGAN SA
VGP VGP NV
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
PSG PROSEGUR COMPANIA DE SEGURIDAD SA
UNI UNICAJA BANCO S.A.
BP. BP P.L.C.
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
WDP WAREHOUSES DE PAUW SCA
FPE3 FUCHS PETROLUB SE
ECMPA EUROCOMMERCIAL PROPERTIES NV
FUR FUGRO NV
ALLFG ALLFUNDS (UK) LTD
ZGN ERMENEGILDO ZEGNA NV
CTPNV CTP NV
SHEL SHELL PLC
SHUR SHURGARD SELF STORAGE LIMITED
- ING Helpdesk
- Ahmed Ben Salem
- Bruno Cavalier
- Thomas Zlowodzki
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
ALLIX WALLIX GROUP SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
GTT GAZTRANSPORT & TECHNIGAZ SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
SCR SCOR SE
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
ENI ENI S.P.A.
PNL POSTNL NV
01913 PRADA S.P.A.
REP REPSOL SA
TUB TUBACEX S.A.
CFT COMPAGNIE FINANCIERE TRADITION
MONC MONCLER SPA
GCO GRUPO CATALANA OCCIDENTE S.A.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
PSG PROSEGUR COMPANIA DE SEGURIDAD SA
UNI UNICAJA BANCO S.A.
BP. BP P.L.C.
FPE3 FUCHS PETROLUB SE
FUR FUGRO NV
ALLFG ALLFUNDS (UK) LTD
ZGN ERMENEGILDO ZEGNA NV
SHEL SHELL PLC
- Hilde Van Boxstael
- Jacob Mekhael
- Livio Luyten
- Michiel Declercq
- Thibault Leneeuw
- Wim Lewi
- Stefano Toffano
- Wim Gille
- Jacob Mekhael
Merus Petosemtamab phase 2 mCRC results show high response rates
Merus announced interim clinical data (29 July 2025 cutoff) from the ongoing phase 2 trial of petosemtamab (EGFR x LGR5 bispecific antibody) + standard of care FOLFOX/FOLFIRI (chemo) in 1L, 2L metastatic CRC (mCRC) and petosemtamab monotherapy in 3L+ mCRC. The results were presented at the AACR-NCI-EORTC, and confirm and build upon the responses reported from an initial dataset with a previous cut-off date (28 April 2025). We view the numbers as competitive vs. cetuximab (EGFR antibody) + FOLFOX...
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Kristof Samoy
- Lynn Hautekeete
- Mathijs Geerts Danau
- Michiel Declercq
- Thomas Couvreur
Merus’ Interim Data on Petosemtamab in Metastatic Colorectal Cancer De...
Merus’ Interim Data on Petosemtamab in Metastatic Colorectal Cancer Demonstrates Monotherapy Activity and Robust Response Rate in Combination with FOLFOX/FOLFIRI with Well Tolerated Safety – 100% response rate in 1L left-sided mCRC (n=8, confirmed and unconfirmed) – 62% response rate in 2L left- and right-sided mCRC (n=13, confirmed and unconfirmed) UTRECHT, The Netherlands and CAMBRIDGE, Mass., Oct. 24, 2025 (GLOBE NEWSWIRE) -- (Nasdaq: MRUS) (Merus, the Company, we, or our), an oncology company developing innovative, full-length multispecific antibodies and antibody drug conjugates ...
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