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Florent Laroche-Joubert ... (+2)
  • Florent Laroche-Joubert
  • Roy Külter
Guy Sips ... (+8)
  • Guy Sips
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Kristof Samoy
  • Livio Luyten
  • Mathijs Geerts Danau
  • Wim Hoste
  • Wim Lewi

Morning Notes : ARGX BB, BEKB BB, CRBN NA, CMBT BB, SEQUA BB, SOF BB, ...

: ARGX BB, BEKB BB, CRBN NA, CMBT BB, SEQUA BB, SOF BB, UCB BB, SHUR BB, CTPNV NA, DEME BB, SYENS BB

Wim Lewi
  • Wim Lewi

Shurgard FY25 Results slightly ahead, growth returns in FY27

Shurgard FY25 EPRA net came ahead of our estimates at €173.1m versus €168.6m expected. The NTA per share rose an impressive 10% year-on-year to €53.30, driven by €519.5m fair-value gains in the portfolio. These gains are largely attributed to operational improvements rather than cap-rate compression. The FY25 same-store operating revenue grew 3.2%, a strong performance that indicates the organic growth remains on track. The EPRA EPS outlook for FY26 gives a range of €1.70 to €1.81 vs. €1.80 expe...

 PRESS RELEASE

IBA – TRANSPARENCY NOTIFICATION

IBA – TRANSPARENCY NOTIFICATION (Article 14, paragraph 1 of the law of 2 May 2007 on the disclosure of major holdings) Louvain-la-Neuve, Belgium, February 25, 2026 06:00 PM 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 February 13, 2026. In its notification, Premier Miton Group plc indi...

 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 25 février 2026, 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 notification reçue le ...

Maxime Stranart ... (+3)
  • Maxime Stranart
  • Reg Watson
  • CFA

Ontex/Another challenging year ahead/HOLD

We reiterate our HOLD rating on Ontex and lower our target price from €5.40 to €4.70, following the group's weaker-than-expected FY25 results and a FY26 guidance we see as challenging, especially given the strong headwinds the company will have to cope with over 1H26. Ontex's material exposure to the Baby care segment remains the most challenged one in our view, given unsupportive demographics trends in key markets and material price and promotion pressure from branded players. At €4.7, Ontex wo...

 PRESS RELEASE

IBA – ACQUISITION OF OWN SHARES

IBA – ACQUISITION OF OWN SHARES Louvain-la-Neuve, Belgium, February 23rd, 2026 – 6 PM CET – 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 February 2nd, 2026. Under this program, IBA has requested a financial intermediary to repurchase up to 400,000 IBA ordinary shares on its behalf under the terms of a mandate with validity until September 30th, 2026 (included), effective as from February 3rd, 20...

 PRESS RELEASE

IBA – ACQUISITION D’ACTIONS PROPRES

IBA – ACQUISITION D’ACTIONS PROPRES Louvain-la-Neuve, Belgique, 23 février 2026 – 18h00 – 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 2 février 2026. Dans le cadre de ce programme, IBA a demandé à un intermédiaire financier de racheter en son nom un maximum de 400.000 actions ordinaires IBA selon les termes d'un mandat valable jusqu'au 30 septembre 2026 et effectif à part...

 PRESS RELEASE

ARGAN: INFORMATION REGARDING THE TOTAL NUMBER OF VOTING RIGHTS AND SHA...

ARGAN: INFORMATION REGARDING THE TOTAL NUMBER OF VOTING RIGHTS AND SHARES COMPOSING THE SHARE CAPITAL ON FEBRUARY 18, 2026 Press release – Neuilly-sur-Seine, Monday, February 23, 2026 – 5.45pm Information regarding the total number of voting rights and shares composing the share capital on February 18, 2026 On February 18, 2026, the day we released our notice of meeting ahead of our Combined General Meeting of Shareholders – to be held on March 26, 2026 – the total number of voting rights and shares composing ARGAN’s share capital was as follows:  February 18, 2026Total number of shares i...

 PRESS RELEASE

ARGAN : INFORMATIONS RELATIVES AU NOMBRE TOTAL DE DROITS DE VOTE ET D’...

ARGAN : INFORMATIONS RELATIVES AU NOMBRE TOTAL DE DROITS DE VOTE ET D’ACTIONS COMPOSANT LE CAPITAL À LA DATE DU 18 FÉVRIER 2026 Communiqué de presse – Neuilly-sur-Seine, lundi 23 février 2026 - 17h45 Informations relatives au nombre total de droits de vote et d’actions composant le capital à la date du 18 février 2026 Au 18 février 2026, date de publication de l’avis de réunion préalable à l’Assemblée Générale Mixte devant se tenir le 26 mars 2026, le nombre total de droits de vote et d’actions composant le capital d’ARGAN est le suivant :  18 février 2026Nombre total d'actions composant ...

 PRESS RELEASE

EcoVadis Gold rating validates Ontex’s business sustainability commitm...

EcoVadis Gold rating validates Ontex’s business sustainability commitments and performance for second year in a row Aalst, Belgium, February 19, 2026 – Ontex Group NV [EURONEXT: ONTEX], a leading international developer and producer of personal care solutions, announces that it has been awarded a Gold rating by EcoVadis for the second consecutive year. EcoVadis, a global leader in business sustainability assessments, awarded Ontex a higher total score year on year, placing the company in the top 3% of companies assessed globally. The recognition reflects the solid foundations Ontex has bu...

 PRESS RELEASE

EcoVadis goud-beoordeling bevestigt voor tweede jaar op rij duurzaamhe...

EcoVadis goud-beoordeling bevestigt voor tweede jaar op rij duurzaamheidsengagement en -prestaties van Ontex Aalst, België, 19 februari 2026 – Ontex Group NV [EURONEXT: ONTEX], een toonaangevende ontwikkelaar en producent van persoonlijke verzorgingsproducten, heeft het tweede jaar op rij een gouden medaille van EcoVadis ontvangen. EcoVadis, wereldwijd toonaangevend in duurzaamheidsbeoordelingen van bedrijven, kende Ontex een hogere totaalscore toe dan vorig jaar. Ontex behoort daarmee vandaag tot de top 3% van de wereldwijd beoordeelde bedrijven. De erkenning weerspiegelt de solide funda...

Guy Sips ... (+9)
  • Guy Sips
  • Hilde Van Boxstael
  • Kristof Samoy
  • Mathijs Geerts Danau
  • Michiel Declercq
  • Thibault Leneeuw
  • Thomas Couvreur
  • Wim Hoste
  • Wim Lewi

Morning Notes : ABI BB, AGN NA, ARCAD NA, BESI NA, ENX FP, GIMB BB, HY...

: ABI BB, AGN NA, ARCAD NA, BESI NA, ENX FP, GIMB BB, HYL BB, IBAB BB, KIN BB, MTLS US, VGP BB, AZE BB, ZEAL DC

 PRESS RELEASE

IBA and Shreeji sign multi‑site agreement for four cyclotrons to expan...

IBA and Shreeji sign multi‑site agreement for four cyclotrons to expand PET radiopharmaceutical manufacturing across India Louvain-la-Neuve, Belgium – 19 February 2026 – IBA (Ion Beam Applications S.A., EURONEXT), the world leader in particle accelerator technology with a preeminent position in nuclear medicine, and Shreeji (Shreeji Imaging and Diagnostic Centre Pvt. Ltd.), a leading Indian manufacturer and distributor of fluorodeoxyglucose (FDG) and positron emission tomography (PET) radiopharmaceuticals, have signed a multi-site agreement for the delivery and installation of four mid-en...

 PRESS RELEASE

IBA et Shreeji signent un accord pour quatre cyclotrons afin d’étendre...

IBA et Shreeji signent un accord pour quatre cyclotrons afin d’étendre la production de radiopharmaceutiques TEP en Inde Louvain-la-Neuve, Belgium – 19 février 2026 – IBA (Ion Beam Applications S.A., EURONEXT), le leader mondial des technologies d'accélérateurs de particules et acteur de premier plan en médecine nucléaire, et Shreeji (Shreeji Imaging and Diagnostic Centre Pvt. Ltd.), l'un des principaux fabricants et distributeurs indiens de fluorodéoxyglucose (FDG) et de radiopharmaceutiques pour la tomographie par émission de positons (TEP), ont signé un contrat pour la livraison et l'i...

 PRESS RELEASE

ARGAN signed a new 10,000 sq.m lease for its AutOnom® warehouse in Aug...

ARGAN signed a new 10,000 sq.m lease for its AutOnom® warehouse in Augny (57) Press release – Neuilly-sur-Seine, Wednesday, February 18, 2026 – 5.45 pm ARGAN signed a new 10,000 sq.m lease for its AutOnom® warehouse in Augny (57) ARGAN announced the re-letting of its AutOnom® logistics site located in Augny (57), in the Metz area, to MPM Group, a leading company in professional sound, lighting, video, and stage structure solutions. Located on the Frescaty plateau in Augny (57), opposite the 185,000 sq.m ARGAN warehouse leased to AMAZON, this latest-generation logistics platform offers ap...

 PRESS RELEASE

ARGAN signe un nouveau bail de 10 000 m² sur son entrepôt AutOnom® d’A...

ARGAN signe un nouveau bail de 10 000 m² sur son entrepôt AutOnom® d’Augny (57) Communiqué de presse – Neuilly-sur-Seine, mercredi 18 février 2026 - 17h45 ARGAN signe un nouveau bail de 10 000 m² sur son entrepôt AutOnom® d’Augny (57) ARGAN annonce la relocation de son site logistique AutOnom® situé à Augny (57), dans la région de Metz, à la société MPM Group, acteur de référence dans le domaine des solutions professionnelles de sonorisation, d’éclairage, de vidéo et de structures scéniques. Implanté sur le plateau de Frescaty, à Augny (57), face à l’entrepôt ARGAN loué à AMAZON de 185 0...

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