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 PRESS RELEASE

IBA to share long-term growth strategy at upcoming 2025 Capital Market...

IBA to share long-term growth strategy at upcoming 2025 Capital Markets Day Louvain-la-Neuve, Belgium, 04 April, 2025 –  (Ion Beam Applications S.A., EURONEXT), the world leader in particle accelerator technology, will be hosting a Capital Markets Day (CMD) this coming Monday 7 April from 2pm to 5:00pm CEST (8am ET to 11:00am ET) at its headquarters in Louvain-la-Neuve, Belgium, and via live webcast. At the event IBA’s management team will outline the company’s strategic roadmap and long-term growth ambitions. The agenda is outlined below: Webcast open: 2pmPurpose, Vision & Strategy​​Bu...

 PRESS RELEASE

IBA présente sa stratégie de croissance à long terme lors de son Capit...

IBA présente sa stratégie de croissance à long terme lors de son Capital Markets Day 2025 Louvain-la-Neuve, Belgique, le 4 avril 2025 - IBA (Ion Beam Applications S.A., EURONEXT), le leader mondial des technologies d’accélération de particules, organise un Capital Markets Day (CMD-journée investisseurs) ce lundi 7 avril de 14h à 17h00 heure de Bruxelles (8h à 11h00 heure de Washington) à son siège à Louvain-la-Neuve et via un webcast. Lors de cet événement, la direction de la société présentera la feuille de route stratégique de l'entreprise et ses ambitions de croissance à long terme. L...

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Ackermans & van Haaren: Nextensa acquiring the “Proximus Towers” landmark project. Avantium: Called to account. Proximus: Finalizes sale of its old HQ to Nextensa and the development of its new one. UCB: No tariffs on pharmaceutical products, at least for now

Guy Sips ... (+7)
  • Guy Sips
  • Hilde Van Boxstael
  • Kristof Samoy
  • Lynn Hautekeete
  • Michiel Declercq
  • Thomas Couvreur
  • Wim Hoste
Guy Sips ... (+12)
  • Guy Sips
  • Jacob Mekhael
  • Kristof Samoy
  • Livio Luyten
  • Lynn Hautekeete
  • Michiel Declercq
  • Sharad Kumar S.P
  • Thibault Leneeuw
  • Thomas Couvreur
  • Thomas Vranken
  • Wim Hoste
  • Wim Lewi

Dynamic Top Pick List Update April 2025: Removing Gimv – Adding Adyen

In this April 2025 update of the KBC Securities' Dynamic Top Pick List, we are removing Gimv and adding Adyen. Since adding Gimv to the Dynamic Top Pick List in mid-December 2024, Gimv's performance has remained flat. However, month-to-date, it has increased by nearly 7%, while the indices have all declined. Given the backdrop of a tariff war brewing, we think it's time to remove Gimv from the Dynamic Top Pick List as medium-sized businesses are more likely to feel the pinch of lower demand and...

Kristof Samoy
  • Kristof Samoy

Ekopak Surprising press release triggers sell off

Following December's profit warning, Ekopak again astounded the markets yesterday by announcing an approximate €8m revenue restatement of its recently published FY24 numbers. We were surprised to learn that the restatement pertained to revenue recognition of engineering efforts linked to the Waterkracht project, which was not disclosed at the time of the FY24 release. Additionally, the company is investigating balance sheet strengthening measures, which will likely result in a dilutive capital i...

Carole Braudeau
  • Carole Braudeau

Credit Morning 04/02/2025

SoftBank Group: OpenAI investissement will hamper its financial strength (S&P)|Grifols: Brookfield has reportedly restarted contact with the family (El Confidencial)|UniCredit to launch bid for Banco BPM on 28 April. CASA owns 19.8% of Banco BPM.|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 02/04/2025

SoftBank Group : l’investissement dans OpenAI va contraindre la capacité financière (S&P)|Grifols : Brookfield aurait repris contact avec la famille concernant une possible offre|Unicredit lancera son offre sur Banco BPM le 28 avril. CASA détient 19.8% de Banco BPM.|

Kristof Samoy
  • Kristof Samoy

Ekopak Restatement FY24, balance sheet to be strengthened

After trading was suspended for two days, Ekopak issued a statement announcing the restatement of the FY24 figures published early March. The restatement is linked to reversed revenue recognition linked to Waterkracht. During the FY24 analyst call, management stated no material one-off equipment/engineering sales linked to either Waterkracht or Circeaulair were in the numbers. Hence the material €8m downwards revenue revision comes as a complete surprise. The company further acknowledges that a ...

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Ackermans & van Haaren: Banks & Batteries. Colruyt: New acquisition in eCommerce. D'Ieteren: March car registrations down 10%, VW down 13%. IBA: IBA to supply P1 system to Tri-Service General Hospital in Taiwan

Guy Sips ... (+7)
  • Guy Sips
  • Jacob Mekhael
  • Lynn Hautekeete
  • Michiel Declercq
  • Sharad Kumar S.P
  • Thomas Couvreur
  • Wim Hoste

Morning Notes : ACKB BB, AGFB BB, COLR BB, IBAB BB, IVA FP, ONTEX BB, ...

: ACKB BB, AGFB BB, COLR BB, IBAB BB, IVA FP, ONTEX BB, WHATS BB, SHUR BB, EKOP BB, ARG FP

Jacob Mekhael
  • Jacob Mekhael

Inventiva FIRST LOOK: Completes NATiV3 enrolment, topline results pinn...

Inventiva announced the completion of patient enrolment in its phase 3 (NATiV3) trial of lanifibranor (pan-PPAR agonist) in MASH. This is a key milestone, particularly in the context of the difficulties associated with MASH trial recruitment. As a result, the timeline for the topline readout is now pinned to 2H26 taking into account the 72 weeks treatment period. Subject to the second tranche of ~€ 116m from the financing announced in October 2024, which is expected to be triggered in 2Q25, Inve...

Florent Laroche-Joubert
  • Florent Laroche-Joubert
Wim Hoste
  • Wim Hoste

Ontex FIRST LOOK: Closing divestment of Brazilian business

Ontex has closed the earlier announced divestment of its Brazilian business, with closing of the Turkish business still on the agenda (scheduled for 3Q). Closing the Turkish divestment will complete the strategic transformation towards becoming a private-label focussed personal hygiene player in Europe and North America. Whilst Ontex is an established market leader in Europe, it is a challenger in North America which is characterized by much lower penetration of private label products. Whilst th...

Florent Laroche-Joubert
  • Florent Laroche-Joubert
 PRESS RELEASE

IBA signs contract for a Proteus®ONE solution to be installed at the T...

IBA signs contract for a Proteus®ONE solution to be installed at the Tri-Service General Hospital in Taiwan Louvain-La-Neuve, Belgium, April 2nd, 2025 – (Ion Beam Applications S.A., EURONEXT), the world leader in particle accelerator technology and the world’s leading provider of proton therapy solutions for the treatment of cancer, today announces it has signed a contract for the supply of a Proteus®ONE1 compact proton therapy solution to be located at the Tri-Service General Hospital in Taipei, Taiwan. The contract includes the supply of a Proteus®ONE system and a Quality Assurance...

 PRESS RELEASE

IBA signe un contrat pour installer une solution Proteus®ONE au Tri-Se...

IBA signe un contrat pour installer une solution Proteus®ONE au Tri-Service General Hospital à Taïwan Louvain-la-Neuve, Belgique, le 2 avril 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 la signature d'un contrat pour la fourniture d'une solution compacte de protonthérapie Proteus®ONE1 au Tri-Service General Hospital à Taipei, Taïwan. Le contrat comprend la fourniture d'un système Proteus®ONE et d'un package d'ass...

Felix Fischer ... (+6)
  • Felix Fischer
  • Haidje Rustau
  • Jayanth Kandalam
  • Peter Low
  • Tanvi Arora
  • Trung Nguyen

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: House of HR, Banijay, Kiloutou, Softbank Group, Ardagh, Ardagh Metal Beverage Packaging, Advanz Pharma, Ontex, Recordati, CEMEX, Novafives, Intrum

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