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Guy Sips ... (+6)
  • Guy Sips
  • Jacob Mekhael
  • Kristof Samoy
  • Thibault Leneeuw
  • Thomas Couvreur
  • Wim Lewi

Morning Notes : AGS BB, AGFB BB, IVA FP, RET BB, TWEKA NA, VAN BB, NXF...

: AGS BB, AGFB BB, IVA FP, RET BB, TWEKA NA, VAN BB, NXFIL NA, IMCD NA

Thibault Leneeuw
  • Thibault Leneeuw

TKH Group What to expect for 2H25

We revised our 2025 forecasts to reflect recent performance and updated guidance across TKH's divisions. Smart Vision showed strong momentum in 1H25, which is expected to continue in 2H25. Smart Manufacturing outlook decreased following a sharper than expected decline in 1H25 and a 12.5% drop in the order book. Smart Connectivity saw better than expected revenue in 1H25, but EBITA disappointed due to lower GPm and elevated OpEx. We expect a recovery in 2H25, driven by the subsea segment and lowe...

 PRESS RELEASE

The Agfa-Gevaert Group in Q2 2025: strong HealthCare IT performance, s...

The Agfa-Gevaert Group in Q2 2025: strong HealthCare IT performance, stable Digital Print & Chemicals performance – further decline in medical film                                         Regulated information August 27, 2025 - 7:45 a.m. CET        The Agfa-Gevaert Group in Q2 2025: strong HealthCare IT performance, stable Digital Print & Chemicals performance – further decline in medical film Group performance: Strong HealthCare IT performance and stable Digital Print & Chemicals performance not sufficiently offsetting the continued fast decline in medical filmAdjusted EBITDA decreased...

 PRESS RELEASE

De Agfa-Gevaert Groep in het tweede kwartaal van 2025: Sterke prestati...

De Agfa-Gevaert Groep in het tweede kwartaal van 2025: Sterke prestatie HealthCare IT, stabiele prestatie Digital Print & Chemicals – verdere achteruitgang medische film                                                         Gereglementeerde informatie 27 augustus 2025 - 7:45 uur CET                De Agfa-Gevaert Groep in het tweede kwartaal van 2025: Sterke prestatie HealthCare IT, stabiele prestatie Digital Print & Chemicals – verdere achteruitgang medische film Groepsprestatie: Sterke prestatie van HealthCare IT en stabiele prestatie van Digital Print & Chemicals volstaan niet om de ...

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Belgian telcos: Digi co-owner Citymesh seeks €60m to finance medium-term ambitions. DEME Group: One-off items disturb the picture. D'Ieteren: TVH CEO steps down

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

Hyloris XTRAZA license and supply agreement with Huons in South Korea

Hyloris announced that an exclusive license and supply agreement has been signed with Huons for XTRAZA in South Korea. Under the terms, Hyloris will exclusively supply XTRAZA to Huons though further financial terms were not disclosed. This deal follows previously announced agreements in selected APAC regions and Canada with AFT, and in the UK with Colonis Pharma. A phase 3 trial for XTRAZA is ongoing in the US and EU, with data expected by YE25, and we note that a deal for XTRAZA in the larger U...

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Ackermans & van Haaren: Expect buoyed contribution from Private Banking. ASR: 1H: strong solvency, buyouts at 12% IRR. Deceuninck: Weak set of results, as expected following the change in CEO. EVS: Very weak 1H25, but guidance unchanged; convincing bolt-on deal in the US. IBA: IBA to install one P1 system at university campus in Heidelberg, Germany. NEPI Rockcastle: Robust performance, small upward revision to guidance

Guy Sips ... (+7)
  • Guy Sips
  • Kristof Samoy
  • Livio Luyten
  • Michiel Declercq
  • Thomas Couvreur
  • Wim Hoste
  • Wim Lewi
 PRESS RELEASE

Heidelberg University Hospital expands its particle therapy program wi...

Heidelberg University Hospital expands its particle therapy program with IBA’s Proteus®ONE solution Louvain-La-Neuve, Belgium, August 20, 2025 – (Ion Beam Applications S.A., EURONEXT), the world leader in particle accelerator technology and the world’s leading provider of proton therapy solutions for the treatment of cancer and Heidelberg University Hospital (Universitätsklinikum Heidelberg AöR, UKHD) announce today that they have signed a contract to install a Proteus®ONE1 compact proton therapy solution to be located on the University campus in Heidelberg, Germany. The first payment ...

 PRESS RELEASE

L'hôpital universitaire de Heidelberg élargit son programme de thérapi...

L'hôpital universitaire de Heidelberg élargit son programme de thérapie par particules avec une solution Proteus®ONE Louvain-la-Neuve, Belgique, le 20 août 2025 - IBA (Ion Beam Applications S.A., EURONEXT), le leader mondial des technologies d’accélération de particules et principal fournisseur de solutions de protonthérapie pour le traitement du cancer, et l'hôpital universitaire de Heidelberg (Universitätsklinikum Heidelberg AöR, UKHD) annoncent aujourd'hui la signature d'un contrat pour l'installation d'une solution compacte de protonthérapie Proteus®ONE1  sur le campus universitaire...

Pierre FerraguÊ
  • Pierre FerraguÊ

CoreWeave profitability; DeepSeek’s ASIC try; Semicap; PC pull-forward...

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 9 names we followed last week, follow the link below.

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Ascencio: Stable update CFE: Preview; margin over volume CVC Capital Partners: Moments of Realisation D'Ieteren: Belron North American peer Boyd points to positive 3Q25 inflection point in like for like growth Fastned: 1H25 results; disappointing charging volumes, cost pressure continues Greenyard: Results of second acceptance period concerning takeover bid and launching squeeze-out

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Euronext: Fixed income volume growth remains strong; Fastned: Preview 1H25; Talabat: 2Q25 results; beat and raise; TKH Group: Connectivity EBITA margin drops to 1%

Michiel Declercq ... (+2)
  • Michiel Declercq
  • Thibault Leneeuw
Pierre FerraguÊ
  • Pierre FerraguÊ

AMD GPUs, Cyber HW refresh, Arista, Auto cycle and more.

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 34 names we followed last week, follow the link below.

 PRESS RELEASE

IBA : Publication des résultats du premier semestre 2025 et conférence...

IBA : Publication des résultats du premier semestre 2025 et conférence web La conférence sur les résultats des six premiers mois de 2025 aura lieu le jeudi 28 août 2025 à 15h00, heure de Bruxelles Louvain-la-Neuve, Belgique, le 7 août 2025 - IBA (Ion Beam Applications S.A le leader mondial des technologies d’accélération de particules, annonce qu’elle publiera ses résultats financiers consolidés du premier semestre le jeudi 28 août 2025 à 7h00, heure de Bruxelles. Informations relatives à la conférence La direction du Groupe IBA présentera les résultats des six premiers mois de l’année ...

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