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Guy Sips ... (+11)
  • Guy Sips
  • Jacob Mekhael
  • Kristof Samoy
  • Livio Luyten
  • Lynn Hautekeete
  • Mathijs Geerts Danau
  • Michiel Declercq
  • Thibault Leneeuw
  • Thomas Couvreur
  • Wim Hoste
  • Wim Lewi

Dynamic Top Pick List How to start 2026?

How to start 2026? We have selected for the KBC Securities Dynamic Top Pick List 12 large-cap companies — AB InBev, Aedifica, Argenx, ASMi, Azelis, DEME, D'Ieteren, Shurgard, Sofina, Vopak, WDP, and Wolters Kluwer — along with 3 small and mid-cap names (under €1.5bn in market capitalization): Corbion, EVS, and IBA. So, going into 2026, we maintain a balanced approach in our Dynamic Top Pick List, featuring 8 cyclical and 6 defensive stocks, with a particular emphasis on value stocks that have b...

Guy Sips ... (+3)
  • Guy Sips
  • Michiel Declercq
  • Wim Hoste

Local Champions Mid Cap Conference Book 11.12.2025

This conference book is your guide to our annual Local Champions Mid Cap Conference set to take place on Thursday, 11 December 2025 at our historic building at Grand Place in Brussels. This event offers the possibility to have one-on-one meetings and/or attend small group sessions with the top management and/or IR of the following companies: BARCO | BEKAERT | DECEUNINCK | DEME | EVS | IBA | JENSEN GROUP | MATERIALISE | ONTEX | PROXIMUS | RECTICEL | XFAB

Hilde Van Boxstael ... (+4)
  • Hilde Van Boxstael
  • Livio Luyten
  • Thomas Couvreur
  • Wim Hoste
ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Ackermans & van Haaren: 3Q TU mostly in line, better inflows, markets support AuMs. Ahold Delhaize: Peer Walmart 3Q25/26 results. Bekaert: Soft 3Q25 update, FY guidance further toned down. Corbion: Evolution, not revolution. Universal Music Group: Peer Warner Music 11% revenue and 8% OIBDA beat

Hilde Van Boxstael ... (+4)
  • Hilde Van Boxstael
  • Livio Luyten
  • Wim Hoste
  • Wim Lewi
 PRESS RELEASE

Ackermans & van Haaren Trading Update 3Q2025: Excellent results of cor...

Ackermans & van Haaren Trading Update 3Q2025: Excellent results of core participations, FY2025 Outlook confirmed Dear shareholder, Dear Madam, Dear Sir, Ackermans & van Haaren has published its trading update for the third quarter of 2025: Excellent third quarter results of core participationsAvH's strong outlook for the full year 2025 confirmedNet cash position of 437 million euros please find attached our press release. Best regards Ackermans & van Haaren Attachment

 PRESS RELEASE

Ackermans & van Haaren trading update 3T2025: excellents résultats des...

Ackermans & van Haaren trading update 3T2025: excellents résultats des participations principales, perspectives 2025 confirmées Cher actionnaire, Monsieur, Madame, Ackermans & van Haaren a publié un trading update concernant le troisième trimestre 2025: Excellents résultats des participations principales au troisième trimestreConfirmation des perspectives solides pour l'ensemble de l'année 2025Position de trésorerie nette de 437 million d'euros veuillez trouver ci-joint notre communiqué. Meilleures salutations, Ackermans & van Haaren Pièce jointe ...

 PRESS RELEASE

Ackermans & van Haaren Trading Update 3Q25: uitstekende resultaten van...

Ackermans & van Haaren Trading Update 3Q25: uitstekende resultaten van de kernparticipaties, FY2025 vooruitzichten bevestigd Geachte aandeelhouder, Geachte mevrouw, geachte heer, Ackermans & van Haaren publiceert een trading update over het derde kwartaal van 2025: Uitstekende resultaten van de kernparticipaties in het derde kwartaalAvH bevestigt de sterke vooruitzichten voor het volledige jaar 2025Netto kaspositie van 437 miljoen euro gelieve bijgevoegd ons persbericht te vinden. Met vriendelijke groeten, Ackermans & van Haaren Bijlage ...

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Corbion: Better to travel than to arrive. Gimv: Portfolio return of 9.5% over 1H25, NAV in-line with INGF. IBA: 2025 guidance confirmed, debt high at €60m, €135m of long term financing. Wereldhave: €120m acquisition at 8% NIY, c.€80m capital increase

Hilde Van Boxstael ... (+6)
  • Hilde Van Boxstael
  • Livio Luyten
  • Lynn Hautekeete
  • Michiel Declercq
  • Wim Hoste
  • Wim Lewi
 PRESS RELEASE

Third quarter 2025 update: IBA is highly confident to meet FY2025 guid...

Third quarter 2025 update: IBA is highly confident to meet FY2025 guidance, and strengthens financing structure Louvain-la-Neuve, Belgium, 20 November 2025 - IBA (Ion Beam Applications SA), the world leader in particle accelerator technology, shares its business update for the third quarter of 2025. Group Overview Equipment order intake at €195 million as of Q3 2025 (+6% vs. last year) with a strong contribution from IBA Technologies (+22%) driven by RadioPharma Solutions, and four Proteus®ONE solutions sold within IBA Clinical.  Equipment and Services backlog stable at €1.3 billion,...

 PRESS RELEASE

Déclaration Intermédiaire Troisième Trimestre : IBA très confiante dan...

Déclaration Intermédiaire Troisième Trimestre : IBA très confiante dans la réalisation de sa guidance 2025, renforcement de la structure de financement Louvain-la-Neuve, Belgique, le 20 novembre 2025 - IBA (Ion Beam Applications SA), le leader mondial des technologies d’accélération de particules, publie aujourd'hui la revue de ses activités pour le troisième trimestre 2025. Vue d'ensemble des activités du Groupe Prises de commandes d'équipements à €195 millions au troisième trimestre 2025 (+6 % par rapport à l'année dernière), avec une solide contribution d’IBA Technologies (+22 %) g...

Guy Sips ... (+4)
  • Guy Sips
  • Jacob Mekhael
  • Kristof Samoy
  • Wim Hoste
ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

AkzoNobel: Announces merger of equals with US coatings peer Axalta. EVS: 3Q25 preview. GBL: Sale of half of Umicore stake. IBA: Negative press on poor Proton Therapy results, controversy about Dutch PT centres

Guy Sips ... (+4)
  • Guy Sips
  • Jacob Mekhael
  • Livio Luyten
  • Wim Hoste
Mathijs Geerts Danau
  • Mathijs Geerts Danau

Hyloris Positive results for IV Aspirin, NDA will be submitted

Hyloris announced positive topline results from a pivotal study in healthy volunteers for IV aspirin. The trial achieved all its targets, enabling progression towards submission of a New Drug Application (NDA) in 2026 and expected approval in 2027. IV Aspirin is intended to be used in acute coronary syndrome and is part of Hyloris's CV portfolio, for which Hyloris needs to announce a commercial partner in the US. We model € 52m peak sales by 2037. We reiterate our HOLD and € 6 TP.

Hilde Van Boxstael ... (+4)
  • Hilde Van Boxstael
  • Lynn Hautekeete
  • Mathijs Geerts Danau
  • Wim Lewi
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