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Russell Waller
  • Russell Waller

NOS (Sell, TP: €3.11, -18%) Digi (Underweight) Altice International (E...

One of the key questions in European Telecoms at the moment is how successful will Digi be in Portugal, Spain and Belgium; and to a lesser extent, how successful can the challengers be in general: Salt, Iliad Italy, and so on. In this report, we take a top-down look at how spectrum drives success in European mobile, and what that means for future outcomes.

Jan Frederik Slijkerman ... (+5)
  • Jan Frederik Slijkerman
  • Jeroen van den Broek
  • Jesse Norcross
  • Nadège Tillier
  • Timothy Rahill

Coffee, Croissants & Credit/Proximus, SES, DLR, Russian gas ban

Utilities: The EU to fully ban Russian gas imports. Telecom: Proximus announces a new CEO; SES places a €1bn dual tranche. Technology: DLR places a €850m note

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

IBA: Large X-ray sterilisation solution sale Proximus: Stijn Bijnens new CEO of Proximus

 PRESS RELEASE

Steri-Tek to boost sterilization capacity of its Texas-based center fi...

Steri-Tek to boost sterilization capacity of its Texas-based center fivefold with IBA’s X-ray irradiation system Louvain-la-Neuve, Belgium, June 18, 2025 –  (Ion Beam Applications S.A., EURONEXT), the world leader in particle accelerator technology and electron beam and X-ray solutions for industrial advanced irradiation, announced today it has signed a contract with Steri-Tek, a growing irradiation services provider, to install a fully-integrated Be Wide X-ray Solution. IBA’s solution will be installed at Steri-Tek’s service center near Dallas-Fort Worth Metro Area, Texas, which was op...

 PRESS RELEASE

 Steri-Tek va quintupler la capacité de stérilisation de son centre au...

 Steri-Tek va quintupler la capacité de stérilisation de son centre au Texas avec un système d’irradiation par rayons X d’IBA Louvain-la-Neuve, Belgique, le 18 juin 2025 - IBA (Ion Beam Applications S.A.), le leader mondial des technologies d’accélération de particules et des solutions de pointe d'irradiation industrielle par faisceau d'électrons et rayons X, annonce aujourd'hui avoir signé un contrat avec Steri-Tek, un fournisseur de services d'irradiation en pleine croissance, pour installer une solution d’irradiation par rayons X, Be Wide, entièrement intégrée. La solution d'IBA sera ...

 PRESS RELEASE

Procès-verbal de l'Assemblée Générale Ordinaire d'IBA et résultats des...

Procès-verbal de l'Assemblée Générale Ordinaire d'IBA et résultats des votes Information réglementée Assemblée Générale Ordinaire du 11 juin 2025 Belgique, le 16 juin 2025 (17h50) – Ion Beam Applications SA (« IBA ») annonce que l’ensemble des résolutions proposées à ses actionnaires lors de l’Assemblée Générale Ordinaire tenue le 11 juin dernier ont été adoptées à l’unanimité. Parmi celles-ci figurent notamment : L’approbation des comptes annuels pour l’exercice clôturé le 31 décembre 2024 ;L’approbation de la proposition de dividende de 0,24 EUR par action.  Calendrier rel...

Jan Frederik Slijkerman ... (+5)
  • Jan Frederik Slijkerman
  • Jeroen van den Broek
  • Jesse Norcross
  • Nadège Tillier
  • Timothy Rahill
ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Belgian telecoms: Orange Belgium's new B2B offensive. BE Semiconductor Industries: Investor Day highlights. Proximus: Sale of Be-Mobile, asset disposals upped from ‘>€500m' to ‘up to €600m'. UCB: To invest in a new US manufacturing site

Guy Sips ... (+6)
  • Guy Sips
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Michiel Declercq
  • Thomas Vranken
  • Wim Lewi
Michiel Declercq
  • Michiel Declercq

Proximus Sells stake in Be-Mobile, raises divestment target from € 500...

This morning, Proximus announced that it has reached a binding agreement with Arrive to sell its 92.7% stake in Be-Mobile. The transaction is based on an enterprise value of Be-Mobile of € 170m and implies a FY24 EV/EBITDA multiple of 12.1x, with closing expected in 2H25. Following this transaction, Proximus will have achieved its € 500m divestment program two years ahead of the initial 2027 target and is now raising its overall asset disposal ambition to € 600m. We reiterate our Accumulate rati...

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Ageas: Reinsurance partnership with TRIGLAV, taking QS on Italian motor direct insurance Belgian Telecoms: Digi introduces a new mobile subscription at €3. Kinepolis: Box office in US/Canada up 76% YoY while France visitors were down 25%. NN Group & ASR: Dutch coalition collapse not affecting Dutch Pension Reform. SBM Offshore: Farewell Aseng after 13.5 years of service. Events Calendar

Guy Sips ... (+6)
  • Guy Sips
  • Kristof Samoy
  • Livio Luyten
  • Michiel Declercq
  • Thibault Leneeuw
  • Wim Hoste

Benelux Local Champions Feedback document

Below our feedback notes written at the occasion of our annual Benelux Local Champions Conference that took place on 27 May 2025 at our historic building at Grand Place Brussels. This event offered the possibility to have one-on-one meetings and/or small group meetings with the following Benelux companies and their top management & IR: ACKERMANS & VAN HAAREN | AHOLD DELHAIZE | AKZONOBEL | ARCADIS | AZELIS | CORBION | GBL | LOTUS BAKERIES | MELEXIS | PROXIMUS | SOFINA | UMICORE

 PRESS RELEASE

World's Leading Institutions and IBA launch Proton Therapy Academy to ...

World's Leading Institutions and IBA launch Proton Therapy Academy to shape the future of cancer care New global education initiative unveiled at 2025 PTCOG Annual Conference Louvain-la-Neuve, Belgium, 4 June 2025 - IBA (Ion Beam Applications SA), the world leader in particle accelerator technology and the world’s leading provider of proton therapy solutions for the treatment of cancer, today announces the launch of Proton Therapy Academy, a new global training and education initiative developed in partnership with prominent institutions in the field of proton therapy. The Academy has be...

 PRESS RELEASE

Des institutions mondiales de renom et IBA lancent la Proton Therapy A...

Des institutions mondiales de renom et IBA lancent la Proton Therapy Academy pour élaborer l'avenir des soins contre le cancer Nouvelle initiative mondiale de formation présentée lors de la conférence annuelle PTCOG 2025 Louvain-la-Neuve, Belgique, le 4 juin 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, annonce aujourd'hui le lancement de la Proton Therapy Academy, une nouvelle initiative de formation et d’éducation développée en parte...

 PRESS RELEASE

Iba – Acquisition of Own Shares - Completion of the Share Buyback Prog...

Iba – Acquisition of Own Shares - Completion of the Share Buyback Program Immediate Release – May 30th, 2025 Louvain-la-Neuve, Belgium, May 30th, 2025 - In accordance with article 8:4 of the Royal Decree of 29 April 2019 executing the Belgian Code on Companies and Associations, Ion Beam Applications SA (“IBA”) hereby discloses information in relation to its share buyback program announced on March 24th, 2025. Under this program, IBA has requested a financial intermediary to repurchase up to 650,000 IBA ordinary shares on its behalf under the terms of a mandate with validity until Decembe...

 PRESS RELEASE

IBA – ACQUISITION D’ACTIONS PROPRES - FIN DU PROGRAMME DE RACHAT D’ACT...

IBA – ACQUISITION D’ACTIONS PROPRES - FIN DU PROGRAMME DE RACHAT D’ACTIONS Publication immédiate – 30 mai 2025 Louvain-la-Neuve, Belgique, 30 mai 2025 - Conformément à l'article 8:4 de l'arrêté royal du 29 avril 2019 portant exécution du Code belge des sociétés et associations, Ion Beam Applications SA ("IBA") communique par la présente certaines informations relatives à son programme de rachat d'actions annoncé le 24 mars 2025. Dans le cadre de ce programme, IBA a demandé à un intermédiaire financier de racheter en son nom un maximum de 650.000 actions ordinaires IBA selon les termes d'...

 PRESS RELEASE

Iba – Acquisition of Own Shares

Iba – Acquisition of Own Shares Immediate Release – May 26th, 2025 Louvain-la-Neuve, Belgium, May 26th, 2025 - In accordance with article 8:4 of the Royal Decree of 29 April 2019 executing the Belgian Code on Companies and Associations, Ion Beam Applications SA (“IBA”) hereby discloses information in relation to its share buyback program announced on March 24th, 2025. Under this program, IBA has requested a financial intermediary to repurchase up to 650,000 IBA ordinary shares on its behalf under the terms of a mandate with validity until December 31st, 2025, effective as from March 25th...

 PRESS RELEASE

IBA – ACQUISITION D’ACTIONS PROPRES

IBA – ACQUISITION D’ACTIONS PROPRES Publication immédiate – 26 mai 2025 Louvain-la-Neuve, Belgique, 26 mai 2025 - Conformément à l'article 8:4 de l'arrêté royal du 29 avril 2019 portant exécution du Code belge des sociétés et associations, Ion Beam Applications SA ("IBA") communique par la présente certaines informations relatives à son programme de rachat d'actions annoncé le 24 mars 2025. Dans le cadre de ce programme, IBA a demandé à un intermédiaire financier de racheter en son nom un maximum de 650.000 actions ordinaires IBA selon les termes d'un mandat valable jusqu'au 31 décembre ...

Guy Sips ... (+5)
  • Guy Sips
  • Hilde Van Boxstael
  • Thomas Vranken
  • Wim Hoste
  • Wim Lewi
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