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ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

ASM International: 1Q26 Preview. Barco: Preview 1Q26. Kinepolis: 1Q26 preview. UCB: Expanding its early-stage portfolio in epilepsy

Guy Sips ... (+4)
  • Guy Sips
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Wim Lewi
Jacob Mekhael
  • Jacob Mekhael

UCB Neurona acquisition expands epilepsy portfolio

UCB announced that it has entered into a definitive agreement to acquire Neurona Therapeutics, including lead epilepsy cell therapy asset NRTX-1001, for a $ 650m upfront and up to $ 500m in potential milestones. We're encouraged by NRTX-1001's phase 1/2 data showing approx. 80% reduction in disabling seizures at 4-6 months post administration in drug-resistant unilateral mesial temporal lobe epilepsy (MTLE), with or without mesial temporal sclerosis (MTS), and look forward to the phase 3 progra...

Lynn Hautekeete
  • Lynn Hautekeete

Nextensa €120.0m transaction in Cloche D'or

Nextensa signed the largest office transaction to date in Luxembourg at €120.0m for the Rock. 30% of the asset had already been leased to Citi Bank and the other 70% will be taken by the unknown owner-occupier of this deal. The building offers 9,492 sqm or €12,642 per sqm, of high-end space spread over ten floors. The delivery of the building is schedule for mid-2027. Nextensa already obtained a permit and some of the ground works already took place. Construction will accelerate as of 2Q26, as o...

 PRESS RELEASE

A major new transaction in Cloche d’Or

A major new transaction in Cloche d’Or PRESS RELEASE                NON-REGULATED INFORMATIONLuxembourg, April 16, 2026, 5:55 PM                                                                                                                                                                              A major new transaction in Cloche d’Or Luxembourg, April 16, 2026 - Nextensa, in collaboration with Promobe through their joint venture Grossfeld, announces that it has concluded a structured transaction concerning the company “The Rock”, owner of a project for the construction of a next...

 PRESS RELEASE

Une nouvelle transaction majeure à la Cloche d'Or

Une nouvelle transaction majeure à la Cloche d'Or COMMUNIQUÉ DE PRESSE INFORMATION NON-RÉGLEMENTÉELuxembourg, le 16 avril 2026, 17h55                                                                                                                                            Une nouvelle transaction majeure à la Cloche d'Or Luxembourg, le 16 avril 2026 - Nextensa, en collaboration avec Promobe, via leur joint-venture Grossfeld, annonce avoir conclu une transaction structurée concernant la société “The Rock”, détentrice d'un projet de construction d'un immeuble emblématique de dernière...

 PRESS RELEASE

Een belangrijke nieuwe transactie in Cloche d’Or

Een belangrijke nieuwe transactie in Cloche d’Or PERSBERICHT NIET-GEREGLEMENTEERDE INFORMATIELuxemburg, 16 april 2026, 17u55                                                                                                                                            Een belangrijke nieuwe transactie in Cloche d’Or Luxemburg, 16 april 2026 - Nextensa kondigt, in samenwerking met Promobe via hun joint venture Grossfeld, aan dat zij een gestructureerde transactie heeft afgesloten met betrekking tot de vennootschap “The Rock”, eigenaar van het project voor de bouw van een toonaangevend en...

Jacob Mekhael ... (+5)
  • Jacob Mekhael
  • Lynn Hautekeete
  • Thibault Leneeuw
  • Wim Hoste
  • Wim Lewi
Jacob Mekhael
  • Jacob Mekhael

UCB Presents real world data in epilepsy at AAN

UCB presented new global, real-world, patient-centric data that highlighted quality of life impacts for epilepsy patients and caregivers at the American Academy of Neurology (AAN) conference, being held 18-22 April. The data shows the impact of sleep disturbances on activities of daily living (ADL) and communication, the negative impact of prolonged seizures on daily activities including work productivity, and the benefit of treatment persistence with Fintepla, which led to reduced healthcare re...

 PRESS RELEASE

Convocation to the ordinary general shareholders’ meeting of 18 May 20...

Convocation to the ordinary general shareholders’ meeting of 18 May 2026 PRESS RELEASE                                                                               REGULATED INFORMATION Brussels, 15 April 2026, 7.55 am  Convocation to the ordinary general shareholders’ meeting of 18 May 2026   The board of directors of Nextensa invites the shareholders to attend the ordinary general shareholders’ meeting that will be held on Monday 18 May 2026 at Maison de la Poste, Picardstraat 5 box 7, 1000 Brussels.  The ordinary general meeting will commence at 4:00 PM   The documents relating...

 PRESS RELEASE

Convocation à l’assemblée générale ordinaire des actionnaires du 18 ma...

Convocation à l’assemblée générale ordinaire des actionnaires du 18 mai 2026 COMMUNIQUÉ DE PRESSE                                                                                INFORMATION RÉGLEMENTÉE      Bruxelles, 15 avril 2026, 7h55  Convocation à l’assemblée générale ordinaire des actionnaires du 18 mai 2026  Le conseil d’administration de Nextensa invite les actionnaires à participer à l’assemblée générale ordinaire qui se tiendra le lundi 18 mai 2026 à la Maison de la Poste à Rue Picard 5 boîte 7, 1000 Bruxelles.  L'assemblée générale ordinaire commencera à 16h00.  ...

 PRESS RELEASE

Oproeping tot de gewone algemene vergadering van aandeelhouders van 18...

Oproeping tot de gewone algemene vergadering van aandeelhouders van 18 mei 2026 PERSBERICHT                                                                             GEREGLEMENTEERDE INFORMATIE  Brussel, 15 April 2026, 7u55               Oproeping tot de gewone algemene vergadering van aandeelhouders van 18 mei 2026   De raad van bestuur van Nextensa nodigt de aandeelhouders uit om deel te nemen aan de gewone algemene vergadering die zal gehouden worden op maandag 18 mei 2026 in Maison de la Poste, Picardstraat 5 bus 7, 1000 Brussel.  De gewone algemene vergadering vangt aan om...

Marc Zwartsenburg ... (+2)
  • Marc Zwartsenburg
  • CEFA

PostNL/2026 a transition year/HOLD

We keep our HOLD, raising our Target Price slightly from €0.95 to €1.00 to reflect the incorporation of FY27 estimates. We have modelled in the new segmentation and our estimates are virtually unchanged. FY26 will be a transition year towards the D+2/D+3 mail delivery model and with letterbox parcels being transferred to the e-commerce segment as per 2H26. FY26 will thus involve some transition costs while the benefits from the new mail model will phase in gradually before becoming fully effecti...

 PRESS RELEASE

Nextensa obtains permit for Lake Side project

Nextensa obtains permit for Lake Side project NON-REGULATED INFORMATION Brussels, 02/04/2026 Nextensa obtains permit for Lake Side project Nextensa obtained the urban planning permit for the Lake Side project on 2 April 2026, marking the final phase of the sustainable urban development of the Tour & Taxis site. The approval confirms that the project meets all requirements and represents a milestone in the development of the last zone. The granting of the permit follows a permitting process that began in March 2023. After addressing the requirements formulated by two consultation committ...

 PRESS RELEASE

Nextensa obtient le permis pour le projet Lake Side

Nextensa obtient le permis pour le projet Lake Side               INFORMATION NON-RÉGLEMENTÉE   Bruxelles, 02/04/2026 Nextensa obtient le permis pour le projet Lake Side Nextensa a obtenu, le 2 avril 2026, le permis d’urbanisme pour le projet Lake Side, dernière phase du développement urbain durable du site de Tour & Taxis. Cette approbation confirme que le projet répond à l’ensemble des conditions et constitue une étape importante pour le développement de la dernière zone. L’octroi du permis fait suite à une procédure entamée en mars 2023. Après avoir répondu...

 PRESS RELEASE

Nextensa bekomt vergunning voor Lake Side project

Nextensa bekomt vergunning voor Lake Side project   NIET-GEREGLEMENTEERDE INFORMATIEBrussel, 02/04/2026 Nextensa bekomt vergunning voor Lake Side project Nextensa heeft op 2 april 2026 de stedenbouwkundige vergunning bekomen voor het Lake Side project, het sluitstuk van de duurzame stadsontwikkeling op de Tour & Taxis site. De goedkeuring bevestigt dat het project voldoet aan alle voorwaarden en vormt een mijlpaal voor de ontwikkeling van de laatste zone. Het toekennen van de vergunning volgt op een vergunningsprocedure die in maart 2023 begon. Na het beantwoorden van de eisen die werde...

Guy Sips ... (+9)
  • Guy Sips
  • Jacob Mekhael
  • Kristof Samoy
  • Livio Luyten
  • Michiel Declercq
  • Thibault Leneeuw
  • Thomas Couvreur
  • Wim Hoste
  • Wim Lewi

Dynamic Top Pick List Update April 2026: Adding Fagron

The tariff war between US and China has eased, but with the Iran conflict and an erratic Trump, uncertainty will continues unabated. Energy prices have gone ballistic, with gas prices doubling in Europe and has hit the cyclical stocks hard. KBC macro-econimists have hiked the inflation expectation for 2026 from 1.9% to 3.3%. While the macro-economic impact has been limited so far, a prolonged uncertain situation will result in economic damage. We continue our defensive stance in our Benelux Dyna...

 PRESS RELEASE

Nextensa NV/SA: Information on the total number of voting rights an...

Nextensa NV/SA: Information on the total number of voting rights and shares PRESS RELEASE  REGULATED INFORMATION  Brussels, 31 March 2026, 5:55 PM  Nextensa NV/SA:   Information on the total number of voting rights and shares  In application of article 15 of the Law of 2 May 2007 on disclosure of major shareholdings, Nextensa (the 'Company') announces the following information following the loss of double voting rights attached to registered shares. Situation on 31 March 2026:  Total capital :                                                       EUR 111,856,017.40  Total nu...

 PRESS RELEASE

Nextensa SA: Informations relatives au nombre total de droits de vo...

Nextensa SA: Informations relatives au nombre total de droits de vote et d'actions COMMUNIQUÉ DE PRESSE  INFORMATION RÉGLEMENTÉE  Bruxelles, 31 mars 2026, 17h55 Nextensa SA:   Informations relatives au nombre total de droits de vote et d'actions En application de l'article 15 de la loi du 2 mai 2007 relative à la publicité des participations importantes, Nextensa (la ‘Société’) communique les informations suivantes suite à la perte des droits de vote double attachés aux actions nominatives.  Situation au 31 mars 2026 :  Total du...

 PRESS RELEASE

Nextensa NV: Informatie betreffende het totale aantal stemrechten en ...

Nextensa NV: Informatie betreffende het totale aantal stemrechten en aandelen PERSBERICHT GEREGLEMENTEERDE INFORMATIEBrussel, 31 maart 2026, 17u55                                                                                                                           Nextensa NV: Informatie betreffende het totale aantal stemrechten en aandelen                    In toepassing van artikel 15 van de wet van 2 mei 2007 op de openbaarmaking van belangrijke deelnemingen, maakt Nextensa (de ‘Vennootschap’) de volgende informatie bekend naar aanleiding van het verlies van het dubbel stemre...

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