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ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Gimv: Another NAV enhancing exit - Rehaneo sold to Fremman Capital. Gimv: Oustanding NAV performance and upcoming capital increase. IBA: Nice order intake catch-up in Other Accelerators, positive REBIT expected for 2024

Hilde Van Boxstael ... (+4)
  • Hilde Van Boxstael
  • Michiel Declercq
  • Sharad Kumar S.P
  • Wim Lewi
 PRESS RELEASE

IBA Business Update – Third Quarter 2024

IBA Business Update – Third Quarter 2024 Louvain-la-Neuve, Belgium, 21 November 2024 - IBA (Ion Beam Applications S.A), the world leader in particle accelerator technology, today announces its business update for the third quarter ending 30 September 2024. Group Overview Solid equipment order intake at period-end of EUR 171 million, an increase from last year. Post-period, several major contracts finalized in Industrial Solutions to bring year to date order intake to EUR 215 millionStrong backlog conversion in the third quarter with momentum expected to continue into the fourth quart...

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Ahold Delhaize: Walmart 3Q24/25 results. IBA: Rhodotron contract to equip a sterilization facility in Mexico. NEPI Rockcastle: Sound operational momentum. UCB: Final approval for Bimzelx in the United States

Hilde Van Boxstael ... (+5)
  • Hilde Van Boxstael
  • Michiel Declercq
  • Sharad Kumar S.P
  • Thomas Vranken
  • Wim Lewi
ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Fugro: €50m share buyback. IBA: To equip Kazakhstan's first private radiopharmacy complex with Cyclone KIUBE 300. Retail Estates: Caution on tenants and consumers

Hilde Van Boxstael ... (+4)
  • Hilde Van Boxstael
  • Kristof Samoy
  • Michiel Declercq
  • Wim Lewi
Guy Sips ... (+11)
  • Guy Sips
  • Jacob Mekhael
  • Kristof Samoy
  • Lynn Hautekeete
  • Michiel Declercq
  • Sharad Kumar S.P
  • Thibault Leneeuw
  • Thomas Couvreur
  • Thomas Vranken
  • Wim Hoste
  • Wim Lewi

Dynamic Top Pick List Update November 2024 – Adding Azelis – Removing ...

With 2 changes in our Dynamic Top Pick list (we add Azelis and we remove Solvay) we maintain a defensive stance on the market for 2H24. The long anticipated interest rate cuts by central banks have finally started. The Trump election victory in the US does not bode well for European stocks as he favours a protectionist course. Although industrial companies with a US base could actually benefit. Cleantech names with exposure to the US could also suffer (unless owned by E.Musk). We expect the US ...

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Ahold Delhaize: A strong 3Q24, driven by Europe. CFE: 3Q24 preview - able to keep net profit outlook? CTP: Good results, guidance reiterated. DEME Group: 3Q24 preview - keeping the FY outlook. Exor: Ferrari hitting Chinese wall. IBA: Contract win for E-beam sterilisation solution in the Dominican Republic. Kendrion: 3Q24 preview - harsh end markets but easy comps. Proximus: 2025 price increases on the high side, more asset sales in the pipeline. Solvay: 3Q24 results beat by 4% bu...

Guy Sips ... (+8)
  • Guy Sips
  • Jacob Mekhael
  • Kristof Samoy
  • Lynn Hautekeete
  • Michiel Declercq
  • Thibault Leneeuw
  • Wim Hoste
  • Wim Lewi

Morning Notes : ABI BB, AD NA, ATEB BB, FUR NA, IBAB BB, JEN BB, SOLB ...

: ABI BB, AD NA, ATEB BB, FUR NA, IBAB BB, JEN BB, SOLB BB, AZE BB, MAAT FP, CTPNV NA, DEME BB

 PRESS RELEASE

IBA signs contract with SteriLab for E-beam sterilization solution in ...

IBA signs contract with SteriLab for E-beam sterilization solution in the Dominican Republic Fourth agreement secured by IBA Industrial Solutions in past six weeks Louvain-la-Neuve, Belgium, November 06, 2024 – IBA (Ion Beam Applications S.A), the world leader in particle accelerator technology, has been selected by SteriLab to equip its new facility at Haina Port in the Dominican Republic with a cutting-edge Be Soft electron beam (E-beam) sterilization solution. The facility will serve multiple sectors, including medical devices, food products, and semiconductors, helping manufacturers ...

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Arcadis: Strength to continue. Corbion: Beats and raises but leverage worse. Gimv: Investing in kinder, gentler anti-cancer treatments. IBA: 5 Cyclone KIUBE 180 cyclotrons contract with major US client. Universal Music Group: 3Q24 Preview

Jacob Mekhael ... (+6)
  • Jacob Mekhael
  • Lynn Hautekeete
  • Michiel Declercq
  • Sharad Kumar S.P
  • Thomas Vranken
  • Wim Hoste
Hilde Van Boxstael ... (+3)
  • Hilde Van Boxstael
  • Michiel Declercq
  • Wim Lewi
Guy Sips ... (+11)
  • Guy Sips
  • Jacob Mekhael
  • Kristof Samoy
  • Lynn Hautekeete
  • Michiel Declercq
  • Sharad Kumar S.P
  • Thibault Leneeuw
  • Thomas Couvreur
  • Thomas Vranken
  • Wim Hoste
  • Wim Lewi

Dynamic Top Pick List Update October 2024 – Adding NN Group

We maintain a defensive stance on the market for 2H24. The long anticipated expectations for interest rate cuts by central banks will finally come to pass. The election fever in the US is reaching boiling point and the conversations are becoming more polarised than before. Also corporate profit growth in Europe slows and the French elections have cast a negative spell. In Germany by-elections in the Eastern part showed a shift to extreme right and left that will make budget decisions even more ...

 PRESS RELEASE

IBA and Jules Bordet Institute to lead IHI project Accelerate.EU to cr...

IBA and Jules Bordet Institute to lead IHI project Accelerate.EU to create complete Astatine-211 value chain A EUR 16 million Initiative to Establish Strategic EU Autonomy in Alpha Therapies for Cancer Louvain-la-Neuve, Belgium, October 3, 2024 – IBA (Ion Beam Applications S.A., EURONEXT), the world leader in particle accelerator technology and the world’s leading provider of radiopharmaceutical production solutions, is pleased to announce that the European Commission has approved the financing of the Accelerate.EU project launching on October 1, 2024. IBA’s key role in this new project...

 PRESS RELEASE

IBA et l'Institut Jules Bordet piloteront le projet IHI Accelerate.EU ...

IBA et l'Institut Jules Bordet piloteront le projet IHI Accelerate.EU pour créer une chaîne de valeur complète pour l'Astate-211 Une initiative de 16 millions d'euros pour établir l'autonomie stratégique de l'UE en matière de thérapies alpha contre le cancer Louvain-la-Neuve, Belgique, 3 octobre 2024 - IBA (Ion Beam Applications S.A., EURONEXT), le leader mondial de la technologie d’accélération de particules et le premier fournisseur mondial de solutions de production de radiopharmaceutiques, annonce aujourd’hui que la Commission européenne a approuvé le financement du projet Accelerate.E...

 PRESS RELEASE

IBA - Regulated Information

IBA - Regulated Information (Article 14, paragraph 1 of the law of 2 May 2007 on the disclosure of major holdings) Louvain-la-Neuve, Belgium, October 1st, 2024 06:00 Summary of the notification IBA (Ion Beam Applications), the world’s leading provider of proton therapy solutions for the treatment of cancer, announces that it has to issue a transparency notification, in accordance with Article 14, al. 1 of the Transparency Law of May 2, 2007 on disclosure of major holdings, further to the notification received on September 26, 2024. In its notification, Vallcara Limited indicate...

 PRESS RELEASE

IBA SA – NOTIFICATION TRANSPARENCE

IBA SA – NOTIFICATION TRANSPARENCE   (article 14, alinéa 1er de la loi du 2 mai 2007 relative à la publicité des participations importantes) Louvain-la-Neuve, Belgique, le 1er octobre 2024, 18:00 Résumé de la notification IBA (Ion Beam Applications SA), le premier fournisseur mondial de solutions de protonthérapie pour le traitement du cancer, annonce devoir effectuer une notification en matière de transparence conformément à l'article 14, alinéa 1er de la loi du 2 mai 2007 relative à la publicité des participations importantes (« loi transparence »), à la suite d’une notificati...

Hilde Van Boxstael ... (+4)
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Michiel Declercq
  • Wim Lewi
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