reports
- Michiel Declercq
bpost Conference call feedback and model update post 2Q25
Despite the ongoing headwinds, bpost reported better than expected 2Q25 results, with the adj. EBIT of € 58.3m exceeding expectations (kbcse: € 46m, css: € 48m). While results in Belgium were somewhat lower, this was offset by better than expected results in the other divisions while Staci's performance was in line. Although sales pressure at Radial US continued following the termination of contracts in 2024 and early 2025, we are pleased to see that its new fast track offering is gaining tracti...
- Martin Marandon-Carlhian
- Sinan Doganli
OERL OC OERLIKON CORPORATION AG
DEZ DEUTZ AG
ROS ROSENBAUER INTERNATIONAL AG
CCC CCC SA
SQN SWISSQUOTE GROUP HOLDING AG
BPOST BPOST SA
POST OSTERREICHISCHE POST AG
JUN3 JUNGHEINRICH AG PREF
GALE GALENICA AG
S92 SMA SOLAR TECHNOLOGY AG
NLBR NOVA LJUBLJANSKA BANKA DD LJUBLJANA
KTA KNAUS TABBERT
AG1 AUTO1 GROUP
NVM NOVEM GROUP SA
CABKA CABKA N.V.
- Martin Marandon-Carlhian
- Sinan Doganli
OERL OC OERLIKON CORPORATION AG
DEZ DEUTZ AG
ROS ROSENBAUER INTERNATIONAL AG
CCC CCC SA
SQN SWISSQUOTE GROUP HOLDING AG
BPOST BPOST SA
POST OSTERREICHISCHE POST AG
JUN3 JUNGHEINRICH AG PREF
GALE GALENICA AG
S92 SMA SOLAR TECHNOLOGY AG
KTA KNAUS TABBERT
AG1 AUTO1 GROUP
NVM NOVEM GROUP SA
CABKA CABKA N.V.
- ING Helpdesk
Benelux Morning Notes
bpost: 2Q25 results beat 22%, outlook raised further, room for another upgrade at 3Q25. Lotus Bakeries: APAC factory ahead of schedule. NN Group: 1H on track with May CMD, longevity deal a positive surprise (Sol 2 PF 205%). Talabat: 2Q25 Preview. Vopak: AVTL's FID on Mumbai expansion
- Guy Sips
- Hilde Van Boxstael
- Kristof Samoy
- Michiel Declercq
- Thomas Couvreur
- Wim Lewi
- Stefano Toffano
- Wim Gille
Galapagos Creates New Subscription Right Plan
Galapagos Creates New Subscription Right Plan Mechelen, Belgium; August 7, 2025, 22.01 CET; regulated information – Galapagos NV (Euronext & NASDAQ: GLPG) announced today that its Board of Directors created 1,800,000 subscription rights under a new subscription right plan. On August 7, 2025, the Board of Directors of Galapagos approved “Subscription Right Plan 2025 (B)”, intended for personnel of the Company and its subsidiaries, within the framework of the authorized capital. Under this subscription right plan, 1,800,000 subscription rights were created, subject to acceptance, for senior...
Galapagos creëert nieuw inschrijvingsrechtenplan
Galapagos creëert nieuw inschrijvingsrechtenplan Mechelen, België; 7 augustus 2025, 22.01 CET; gereglementeerde informatie – Galapagos NV (Euronext & NASDAQ: GLPG) kondigt vandaag aan dat haar Raad van Bestuur 1.800.000 inschrijvingsrechten heeft gecreëerd onder een nieuw inschrijvingsrechtenplan. De Raad van Bestuur van Galapagos heeft op 7 augustus 2025 “Inschrijvingsrechtenplan 2025 (B)”, bestemd voor leden van het personeel van de Vennootschap en van haar dochtervennootschappen, goedgekeurd binnen het kader van het toegestaan kapitaal. Onder dit inschrijvingsrechtenplan werden 1.80...
- Jacob Mekhael
Galapagos Receives FDA RMAT designation for GLPG5101 in r/r MCL
Galapagos announced that the FDA has granted RMAT designation to GLPG5101 (CD19- CAR-T) to treat relapsed/refractory mantle cell lymphoma (r/r MCL). This is based on the strong data that GLPG5101 has demonstrated in the MCL cohort in the phase 1/2 (ATLANTA-1) trial in r/r NHL, and comes with a number of potential benefits including eligibility for accelerated approval, and could further support external discussions as Galapagos explores strategic alternatives for the cell therapy business. Accum...
- ING Helpdesk
Benelux Morning Notes
ABN AMRO: Better bottom line, mixed underlying, strong capital, SBB €250m. Ahold Delhaize: 2Q25 profitability beat thanks to insurance results. Coca-Cola Europacific Partners PLC: Fizzing along nicely. Kinepolis: July 2025 box office in US/Canada and France down, on strong comps. Vonovia: Good results, 5.6% guidance increase. UCB: Evenity continues to surprise to the upside. Zabka: Another miss on Adj. Net Income in 2Q25
Galapagos NV Announces U.S. FDA Regenerative Medicine Advanced Therapy...
Galapagos NV Announces U.S. FDA Regenerative Medicine Advanced Therapy (RMAT) Designation Granted to GLPG5101 for the Treatment of Relapsed/Refractory Mantle Cell Lymphoma Mechelen, Belgium; August 6, 2025, 7:30 CET; regulated information – inside information – Galapagos NV (Euronext & NASDAQ: GLPG) today announced that the United States Food and Drug Administration (FDA) has granted RMAT designation to GLPG5101, a second generation anti-CD19/4-1BB CAR-T product candidate for the treatment of relapsed/refractory mantle cell lymphoma (R/R MCL). The RMAT designation was established under th...
Galapagos NV kondigt aan dat GLPG5101 de status van Regenerative Medic...
Galapagos NV kondigt aan dat GLPG5101 de status van Regenerative Medicine Advanced Therapy (RMAT) van de FDA krijgt voor de behandeling van recidief/refractair mantelcellymfoom Mechelen, België; 6 augustus 2025, 7.30 uur CET; gereglementeerde informatie – voorwetenschap – Galapagos NV (Euronext & NASDAQ: GLPG) kondigde vandaag aan dat de Amerikaanse Food and Drug Administration (FDA) de RMAT-status heeft toegekend aan GLPG5101, een tweede generatie anti-CD19/4-1BB CAR-T kandidaatgeneesmiddel voor de behandeling van recidief/refractair mantelcellymfoom (R/R MCL). De RMAT-status is ingestel...
- ING Helpdesk
Benelux Morning Notes
Belgian telcos: Telenet small positive net adds, good financials, guidance up. Kinepolis: US Cinemark strong, 5% growth in US tickets, consumption per visitor. KPN: VodafoneZiggo 2Q25 very weak, guidance maintained. PostNL: 2Q25 beats underlying slightly; FY25 guidance reiterated, EU court appeal
Galapagos NV: 1 director
A director at Galapagos NV bought 95,856 shares at 33.260USD and the significance rating of the trade was 67/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly ...
Agfa-Gevaert NV signs new revolving credit facility - Regulated inform...
Agfa-Gevaert NV signs new revolving credit facility - Regulated information - Contains inside information August 1, 2025 – 6.00 PM CET Regulated information - Contains inside information Agfa-Gevaert NV signs new revolving credit facility Mortsel, Belgium – August 1, 2025 – 6.00 p.m. CET Agfa-Gevaert NV has signed a new 3 year revolving credit facility of 180 million euro. The new facility will run until August 1, 2028. This new revolving credit facility will be used for working capital and general corporate purposes. It will replace the existing...
Agfa-Gevaert NV tekent nieuwe doorlopende kredietfaciliteit - Geregle...
Agfa-Gevaert NV tekent nieuwe doorlopende kredietfaciliteit - Gereglementeerde informatie – Bevat voorwetenschap 1 augustus 2025 – 18u00 CET Gereglementeerde informatie – Bevat voorwetenschap Agfa-Gevaert NV tekent nieuwe doorlopende kredietfaciliteit Mortsel, België – 1 augustus 2025 – 18u00 CET Agfa-Gevaert NV heeft een nieuwe voor 3 jaar geldende doorlopende kredietfaciliteit getekend voor een bedrag van 180 miljoen euro. De nieuwe faciliteit loopt tot 1 augustus 2028. Deze nieuwe doorlopende kredietfaciliteit zal gebruikt worden voor werkkapitaal en algemene bedrijfsdoeleinden. Ze...
- ING Helpdesk
Benelux Morning Notes
Alfen: Preview - muddling through? Belgian telcos: Competition Authority investigation on Proximus/Orange Belgium MoU. Brunel International: 2Q25 below, 3Q25 outlook cut, cost savings protect FY25 estimates. Euronext: Another record set of results. Fugro: Sharper V-shape? GBL: Weak NAV performance, as expected. KBC Ancora: Cooperative CERA increasing its stake to 51.24%, using excess cash. UCB: Renewed US threats to cut drug prices. Umicore: 1H25 and guide broadly in-line, new S...
- Dominic Rose
- Naresh Chouhan
UCB - Still Plenty of Upside – PT up to €270 (BUY, TP €270 [250], 8pgs...
We upgrade our 2026 Bimzelx sales to be €0.9bn higher than consensus with conservative assumptions & and are now 11% above consensus on 2026 group sales & 19% on EBITDA. We upgrade our already above-consensus ‘27 EBITDA by 5%. Using our proprietary product-by-product Contribution Analysis, we show that the gross margin is highly sensitive to Bimzelx growth. We analyse the galvokimig data, which looks very strong Vs Dupi. Whilst UCB pipeline readouts & Moonlake risk will dominate specialists’ tho...
- Jacob Mekhael
- Louis Boujard
- CFA
- Philippe Ourpatian
- Thomas Zlowodzki
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LHA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
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VIE VEOLIA ENVIRONNEMENT SA
IPN IPSEN SA
RR. ROLLS-ROYCE HOLDINGS PLC
EDP EDP-ENERGIAS DE PORTUGAL SA
DG VINCI SA
UBSN UBS GROUP AG
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ADP AEROPORTS DE PARIS SA
DGE DIAGEO PLC
SU SCHNEIDER ELECTRIC SE
RNO RENAULT SA
LI KLEPIERRE SA
RI PERNOD RICARD SA
RMS HERMES INTERNATIONAL SCA
DAI DAIMLER AG
EN BOUYGUES SA
LSEG LONDON STOCK EXCHANGE GROUP PLC
OMV OMV AG
KOMB KOMERCNI BANKA A.S.
ISP INTESA SANPAOLO S.P.A.
SAN SANOFI
SAF SAFRAN S.A.
HEI HEIDELBERGCEMENT AG
AIR AIRBUS SE
VER VERBUND AG CLASS A
CAP CAPGEMINI SE
UCB UCB S.A.
01913 PRADA S.P.A.
BA. BAE SYSTEMS PLC
NEM NEMETSCHEK SE
ARCAD ARCADIS NV
EDW EDP RENOVAVEIS SA
ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
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ANDR ANDRITZ AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
ABI BANCO SANTANDER S.A.
RIO ANHEUSER-BUSCH INBEV SA/NV
LDO RIO TINTO PLC
SNP LEONARDO SPA
ARGX PETROM S.A.
SHL ARGEN-X SE
ULA SIEMENS HEALTHINEERS AG
KBX UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
NEXI KNORR-BREMSE AG
FDJ NEXI S.P.A.
SHEL LA FRANCAISE DES JEUX SA
P911 SHELL PLC
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AAL SYENSQO
ANGLO AMERICAN PLC
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