reports
- ING Helpdesk
Benelux Morning Notes
Aedifica: First sign of portfolio valuation stabilization. ArcelorMittal: Solid 1Q24 EBITDA beat, softer FCF reflects WC and CAPEX phasing. Belgian telcos: Peer Telenet 1Q24 results, still weak commercial performance. dsm-firmenich AG: Vita-still not-min. IBA: Contract to install a P1 system in Connecticut. KPN: VodafoneZiggo 1Q24 results confirm fixed losses, mobile weaker QoQ. Shell plc: Good start to the year
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Lynn Hautekeete
- Michiel Declercq
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
- 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 May 2024 : Adding Fugro, Removing Arcadis
In this May edition of our Dynamic Top Pick List we replace Arcadis by Fugro. Arcadis continues to deliver consistently on its promises and is working hard to realise its 2026 margin targets via cross selling, leveraging its global engineering platform and numerous self-help measures. In spite of this we remove Arcadis from our Dynamic Top Pick List as the recent & strong share price performance leaves little room for further short term triggers As a service provider to the energy industry, Fu...
BEKB BEKAERT SA
ABN ABN AMRO BANK NV DEPOSITARY RECEIPTS
EVS EVS BROADCAST EQUIPMENT SA
SOLB SOLVAY SA
DIE D'IETEREN SA
SOF SOFINA SA
GIMB GIMV NV
VAN VAN DE VELDE S.A.
IBAB ION BEAM APPLICATIONS SA
ACKB ACKERMANS & VAN HAAREN NV
ARCAD ARCADIS NV
TUB FINANCIERE DE TUBIZE S.A.
CPINV CARE PROPERTY INVEST SA
TWEKA TKH GROUP N.V. CERT
TINC TINC COMM. VA
FUR FUGRO NV
SHUR SHURGARD SELF STORAGE LIMITED
SYENS SYENSQO
IBA signs contract with Yale New Haven Health and Hartford HealthCare ...
IBA signs contract with Yale New Haven Health and Hartford HealthCare to install Proteus®ONE proton therapy solution in Connecticut, US Louvain-La-Neuve, Belgium, 2 May 2024 - IBA (Ion Beam Applications S.A., EURONEXT), the world leader in particle accelerator technology, today announces that it has signed a contract with the Connecticut Proton Therapy Center, a collaboration between Yale New Haven Health, Hartford HealthCare and Proton International, for the installation of a Proteus®ONE1 compact proton therapy system. The contract includes a multi-year operation and maintenance agreement,...
IBA signe un contrat avec Yale New Haven Health et Hartford HealthCare...
IBA signe un contrat avec Yale New Haven Health et Hartford HealthCare pour l’installation d’une solution de protonthérapie Proteus®ONE dans le Connecticut, aux États-Unis Louvain-la-Neuve, Belgique, le 2 mai 2024 - IBA (Ion Beam Applications S.A., EURONEXT), le leader mondial de la technologie d’accélération de particules, annonce aujourd'hui avoir signé un contrat avec le Connecticut Proton Therapy Center, une collaboration entre Yale New Haven Health, Hartford HealthCare et Proton International, pour l'installation d'un système compact de protonthérapie Proteus®ONE1. Le contrat comprend ...
- Laura Roba
IBA - First proton therapy contract of the year
• IBA announced the sale of a new ProteusONE system to be installed in Connecticut, US• This is the first system sold in 2024. The first downpayment has been received and the company indicates that the price for a ProteusONE system, with a multi-year maintenance contract, ranges between EUR 40-50m. Margins should reflect the fact that Varian exited the market• We believe that Better-than-expected FY23 results and the improvements foreseen over FY24e will reassure the market and trigger a reratin...
Ion Beam Applications SA: 3 directors
Three Directors at Ion Beam Applications SA sold after exercising options/sold 27,000 shares at between 13.330EUR and 13.780EUR. The significance rating of the trade was 58/100. 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...
Iba – Transparency Notification
Iba – Transparency Notification Louvain-la-Neuve, Belgium, April 11, 2024, 6pm 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 April 9, 2024. In its notification, Vallcara Limited indicated that following an acquisition, its total shareholding in IBA SA had increased and its shareholding...
IBA SA – NOTIFICATION TRANSPARENCE
IBA SA – NOTIFICATION TRANSPARENCE Louvain-la-Neuve, Belgique, le 11 avril 2024, 18h 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 notification reçue le 9 avril 2024. Dans sa notification, Vallcara Limited a indiqué qu'à la suite d'une acquisition de tit...
- 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 April 2024: Adding TINC
We continue our KBC Securities Dynamic Top Pick List with a 50/50 cyclical/defensive selection, but with a focus on value stocks that have been left behind. Defensive segment like holdings are overweight. However, in the Benelux we have a selection of cyclical industrials at cheap valuations that have often underperformed the market. We favour Benelux value stocks as even a mild recession typically hits growth stocks proportionally harder. We notice that some stocks have been hit hard by minor s...
BEKB BEKAERT SA
ABN ABN AMRO BANK NV DEPOSITARY RECEIPTS
EVS EVS BROADCAST EQUIPMENT SA
SOLB SOLVAY SA
DIE D'IETEREN SA
SOF SOFINA SA
GIMB GIMV NV
VAN VAN DE VELDE S.A.
IBAB ION BEAM APPLICATIONS SA
ACKB ACKERMANS & VAN HAAREN NV
ARCAD ARCADIS NV
TUB FINANCIERE DE TUBIZE S.A.
CPINV CARE PROPERTY INVEST SA
TWEKA TKH GROUP N.V. CERT
TINC TINC COMM. VA
SHUR SHURGARD SELF STORAGE LIMITED
SYENS SYENSQO
- Laura Roba
IBA - Continued progress foreseen over '24
Post FY results and analyst meeting, we raised 24e and 25e revenue expectations by 3% and 2% respectively. REBIT is upped 16% in 24e and 3% in 25e. REBIT margin of 10% by 2026 is still envisaged, in line with guidance. We lowered working capital outflow as we were being too negative.Management reiterated during the analyst meeting that, although we will already see progress at PT level in '24, the real acceleration is only foreseen by '25 when they will start to deliver the Spanish con...
- ING Helpdesk
- Hilde Van Boxstael
- Jacob Mekhael
- Kristof Samoy
- Michiel Declercq
- Thomas Vranken
- Wim Lewi
IBA Reports Full Year 2023 Results
IBA Reports Full Year 2023 Results GROUP REVENUES UP 18.7% WITH OTHER ACCELERATORS UP 51.1% REBIT POSITIVE FOR FY23 WITH OTHER ACCELERATORS REBIT ALMOST QUADRUPLING MEDIUM TERM GUIDANCE REITERATED Louvain-la-Neuve, Belgium, 21 March 2024 - IBA (Ion Beam Applications S.A), the world leader in particle accelerator technology, today announces its consolidated results for the 2023 financial year. (EUR 000)FY 2023FY 2022VarianceVariance %Total Net Sales428 717361 27067 44718.7% Proton Therapy229 065 218 76110 3044.7% Other Accelerators133 742 ...
IBA publie ses résultats annuels pour 2023
IBA publie ses résultats annuels pour 2023 REVENUS DU GROUPE EN HAUSSE DE 18,7% AUTRES ACCÉLÉRATEURS EN HAUSSE DE 51,1% REBIT POSITIF POUR L’EXERCICE 2023 REBIT AUTRES ACCÉLERATEURS PRESQUE QUADRUPLÉ PRÉVISIONS À MOYEN-TERME RÉITÉRÉES Louvain-La-Neuve, Belgique, jeudi 21 mars 2024 - IBA (Ion Beam Applications S.A.), le leader mondial de la technologie d’accélération de particules, annonce ce jour ses résultats consolidés pour l’exercice 2023. (EUR 000)Exercice 2023Exercice 2022VariationVariation %Total ventes et prestations428 717361 27067 44718,7%Protonthérapie (PT)229 065218 76...
- Laura Roba
IBA - FY23 beat expectations but PT remains weak
FY23 results beat expectations. Remember that we were banking on a catch up in H2 with an expected REBIT of EUR 17m. IBA reported instead EUR 26.7m REBIT in H2. The later was however mainly driven by OA and Dosimetry with PT disappointing due to delay in backlog conversion, lower margin project mix and investments to ramp up production of the 10PT systems to be installed in Spain. Industrial solutions had an excellent year, supported by excellent margins.Progress is foreseen to continue in 2024e...
- ING Helpdesk
- ING Helpdesk
- Guy Sips
- Jacob Mekhael
- Kristof Samoy
- Michiel Declercq
- Thomas Vranken
IBA signs contract to install a Be-Efficient irradiation solution in G...
IBA signs contract to install a Be-Efficient irradiation solution in Germany Louvain-la-Neuve, Belgium, March 19, 2024 – (Ion Beam Applications S.A., EURONEXT), the world leader in particle accelerator technology and electron beam and X-ray solutions for industrial irradiation, announced today it has signed a contract for the installation of a Be-Efficient electron beam irradiation solution equipped with two Rhodotron® accelerators in Germany. This Be-Efficient electron beam solution includes two Rhodotron® accelerators, a Beagle® production line control system and a Building Safety Syste...
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