reports
- Baptiste Salaville
- Bruno Cavalier
- Konrad Zomer
SU SCHNEIDER ELECTRIC SE
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
ABB ABB LTD.
EL ESSILORLUXOTTICA SA
WKL WOLTERS KLUWER NV
BRBY BURBERRY GROUP PLC
KER KERING SA
BAS BASF SE
UCB UCB S.A.
01913 PRADA S.P.A.
MONC MONCLER SPA
YPSN YPSOMED HOLDING AG
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
PUIG PUIG BRANDS
- Baptiste Salaville
- Bruno Cavalier
- Konrad Zomer
SU SCHNEIDER ELECTRIC SE
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
ABB ABB LTD.
EL ESSILORLUXOTTICA SA
WKL WOLTERS KLUWER NV
BRBY BURBERRY GROUP PLC
KER KERING SA
BAS BASF SE
UCB UCB S.A.
01913 PRADA S.P.A.
MONC MONCLER SPA
YPSN YPSOMED HOLDING AG
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
PUIG PUIG BRANDS
- ING Helpdesk
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Mathijs Geerts Danau
- Michiel Declercq
- Wim Lewi
- Guy Sips
- Hilde Van Boxstael
- Mathijs Geerts Danau
- Michiel Declercq
- Wim Lewi
- Jacob Mekhael
UCB Bimzelx competitor sonelokimab shows mixed phase 3 results in HS
In UCB related news, MoonLake Therapeutics (no coverage) reported topline phase 3 data for Bimzelx competitor, sonelokimab (IL-17A/F nanobody) in hidradenitis suppurativa (HS) that showed mixed results. Averaging both VELA-1 and VELA-2 trials brings us to a 13.5% placebo adjusted HiSCR75 response, which is lower than the 17.5% that Bimzelx showed in BE HEARD I and II, and the approx. 20% delta bar set by MoonLake's management earlier this year. Acknowledging the high placebo response in VELA-2, ...
- Michiel Declercq
PostNL From Volume to Value Amid Mail Uncertainty
During the CMD mid-September, PNL announced a normalized EBIT target of at least € 175m by 2028. The improvement is expected to come from strong international growth and a significant margin uplift in domestic e-commerce. Key drivers include the expansion of the APL network and the shift from next-day to best-day delivery. While we see these initiatives as logical next steps, we expect uncertainty in the mail business and negative mix effects at parcels to persist. As most of the guided margin i...
Nextensa sells a retail site in Ingeldorf to the Luxembourg State
Nextensa sells a retail site in Ingeldorf to the Luxembourg State PRESS RELEASE NON - REGULATED INFORMATIONBrussels, 29 September 2025, 7:25 CEST Nextensa sells a retail site in Ingeldorf to the Luxembourg State Luxembourg, 29 September 2025 – Nextensa announces the sale of a real estate asset located in Ingeldorf to the State of the Grand Duchy of Luxembourg. The transaction, structured as an asset deal, represents a net amount of € 19.6 million for the seller. The retail property, part of Nextensa’s portfolio since 2008, comprises a Batiself building as well as a separate extension...
Nextensa cède un site commercial situé à Ingeldorf à l’Etat luxembourg...
Nextensa cède un site commercial situé à Ingeldorf à l’Etat luxembourgeois COMMUNIQUÉ DE PRESSE INFORMATION NON - RÉGLEMENTÉEBruxelles, 29 septembre 2025, 07h25 Nextensa cède un site commercial situé à Ingeldorf à l’Etat luxembourgeois Luxembourg, le 29 septembre 2025 – Nextensa annonce la vente d’un actif immobilier situé à Ingeldorf à l’État du Grand-Duché de Luxembourg. La transaction, réalisée sous la forme d’un asset deal, représente un montant net de 19,6 millions d’euros pour le vendeur. L’actif commercial, intégré au portefeuille de Nextensa depuis 2008, comprend un bâtime...
Nextensa verkoopt een retail site in Ingeldorf aan de Luxemburgse Staa...
Nextensa verkoopt een retail site in Ingeldorf aan de Luxemburgse Staat PERSBERICHT NIET - GEREGLEMENTEERDE INFORMATIEBrussel, 29 september 2025, 7u25 Nextensa verkoopt een retail site in Ingeldorf aan de Luxemburgse Staat Luxemburg, 29 september 2025 – Nextensa kondigt de verkoop aan van een vastgoedactief gelegen in Ingeldorf aan de Staat van het Groothertogdom Luxemburg. De transactie, die werd uitgevoerd in de vorm van een asset deal, vertegenwoordigt een netto bedrag van 19,6 miljoen euro voor de verkoper. Het retailvastgoed, sinds 2008 deel uitmakend van de portefeu...
- ING Helpdesk
Benelux Morning Notes
Aedifica: €21m investment in the development of 3 care homes in Finland. CTP: Highlights from 2-day CMD in Germany. dsm-firmenich: Softly does it. Prosus: Expanding the ecosystem. Randstad: Preliminary preview 3Q25F results due 22 October. TKH Group: Change is coming. UCB: Renewed tariff threat on US branded pharma unlikely to affect UCB
- Jacob Mekhael
- Mathijs Geerts Danau
Life Sciences Conference 25 Sep 2025
KBC Securities will host its annual life sciences conference on 25 September in Brussels. The event will include 14 exciting companies, both public and private, from the BeNeLux ecosystem and beyond. In this conference note, we provide an overview of the attending companies, as well as an outlook on KBC Securities' life sciences broader coverage.
- Jacob Mekhael
- Thibault Leneeuw
- Wim Hoste
- Wim Lewi
- Jacob Mekhael
UCB Bimzelx 3-year HS data R&D call takeaways
Yesterday, UCB hosted an R&D call to dive into the 3-year data for Bimzelx in hidradenitis suppurativa (HS), presented last week at EADV 2025, which showed sustained or deepening HiSCR responses. Draining tunnel count continued to decline, improving quality of life, with DLQI 0/1 responses continuing to increase up to 148 weeks. KOLs John Ingram and Amit Garg favoured Bimzelx over other therapies incl. IL-17, citing its depth of response and real-world efficacy, and highlighted the need for earl...
- Jacob Mekhael
UCB Galvokimig shows strong responses in atopic dermatitis at EADV 202...
UCB announced new 12-week efficacy and 18-week safety data from the phase 1/2a first-in-patient trial for galvokimig (IL-13, IL-17A and IL-17F antibody) in moderate-to-severe atopic dermatitis, to be presented at EADV 2025. The results showed a 52.6% placebo adjusted response on the primary endpoint of =75% improvement from baseline in Eczema Area and Severity Index (EASI75). We view this as competitive compared to other phase 2 trials in atopic dermatitis, and highlight competitor Dupixent's $ ...
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Livio Luyten
- Lynn Hautekeete
- Mathijs Geerts Danau
- Michiel Declercq
- ING Helpdesk
Benelux Morning Notes
B&S: Sarabel launches recommended all cash offer; Belgian Telecoms: Digi confirms possible minority stake disposal in Spain; market test for Flanders cooperation agreement due any time; Exor: Great companies outperforming the benchmark; PostNL: Feedback on Capital Markets Day event 2025 - new strategy and ambitions 2028; UCB: Encouraging P2a data for Galvokimig in Atopic Dermatitis; Wolters Kluwer: Accelerating share buyback programme and good start to 2H25
Nextensa and ION sell Monteco, the first high rise timber office build...
Nextensa and ION sell Monteco, the first high rise timber office building in Brussels PRESS RELEASE NON - REGULATED INFORMATIONBrussels, 17 September 2025, 17:55 CEST Brussels 17 September 2025 - Nextensa and ION have successfully completed the sale of 100% of their shares in Monteco BV, the company owning of the Monteco building in Brussels, to Caisse d’Épargne et de Prévoyance Hauts de France. Strategically located at the corner of Rue Montoyer and Rue de l’Industrie in the heart of the Brussels EU District, Monteco offers approximately 3,760 m² of prime office space and 14 undergr...
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.