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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 ...

Sharad Kumar S.P
  • Sharad Kumar S.P

Holdings Report - October 2024 KBCS Holdings Universe Returns -2.5% Du...

1M Performance - Absolute: During Oct'24 (1M period), the KBCS Holdings Universe posted a return of -2.5% which was mainly driven by single-asset holdings (-2.8%) while multi-asset holdings  posted a slightly less negative return of -2.3%. The 3 top performers during the period were Financière de Tubize (+6.7%), D'Ieteren Group (+4.5%), and Solvac (+2.8%) while the 3 worst performers were Sofina (-11.4%), Gimv (-9.8%), and Compagnie du Bois Sauvage (-6.3%). YTD Performance - Relative: On a YTD ...

TINC N.V: 1 director

A director at TINC N.V bought 3,000 shares at 11.520EUR and the significance rating of the trade was 53/100. 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 showi...

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
Sharad Kumar S.P
  • Sharad Kumar S.P

TINC DCU Stake Reduced To 50.0%; DCU Acquires PDC Business From Proxim...

TINC announced that 50.0% of Datacenter United (DCU) was sold to Cordiant Digital Infrastructure Limited, a UK listed digital infrastructure asset manager. Cordiant acquires the 50.0% stake in DCU both from TINC and CEO Friso Haringsma and as a result, TINC's stake in DCU declines from 75.0% to 50.0%. On the other hand, DCU has acquired the PDC business from Proximus which comprises of 4 data centres spread across 3 locations (Evere, Mechelen and Machelen) for an EV of €128.0m. TINC, Cordiant an...

Guy Sips ... (+6)
  • Guy Sips
  • Hilde Van Boxstael
  • Lynn Hautekeete
  • Michiel Declercq
  • Sharad Kumar S.P
  • Wim Lewi

Morning Notes : ATEB BB, MTLS US, MONT BB, PROX BB, QFG BB, TINC BB, X...

: ATEB BB, MTLS US, MONT BB, PROX BB, QFG BB, TINC BB, XFAB FP, XIOR BB, DEME BB

Hilde Van Boxstael ... (+5)
  • Hilde Van Boxstael
  • Sharad Kumar S.P
  • Thomas Vranken
  • Wim Hoste
  • Wim Lewi
Sharad Kumar S.P
  • Sharad Kumar S.P

Holdings Report - September 2024 Exor Added To The KBC Securities Hold...

1M Performance - Absolute: During Sept'24 (1M period), the KBCS Holdings Universe posted a return of -0.2% which was mainly driven by multi-asset holdings (-1.2%) while single-asset holdings posted a positive return of 2.0%. The 3 top performers during the period were Sofina (+15.3%), Financière de Tubize (+8.4%), and Brederode (+7.2%) while the 3 worst performers were Exor (-4.4%), Compagnie du Bois Sauvage (-5.5%), and D'Ieteren Group (-7.2%). YTD Performance - Relative: On a YTD basis (as o...

Hilde Van Boxstael ... (+3)
  • Hilde Van Boxstael
  • Michiel Declercq
  • Wim Lewi
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