reports
- ING Helpdesk
Benelux Morning Notes
Ageas: Highlights ING Benelux Conference London. Alfen: Highlights from ING Benelux Conference London. Arcadis: Highlights ING Benelux Conference London. ASR: Highlights ING Benelux Conference London. BAM: Highlights ING Benelux Conference London. Basic-Fit: Highlights ING Benelux Conference London. CTP: Highlights from ING Benelux Conference London. DEME Group: Highlights ING Benelux Conference London. Fugro: Highlights ING Benelux Conference London. Heijmans: Highlights ING Bene...
SBMO SBM OFFSHORE NV
AGS AGEAS SA/NV
RAND RANDSTAD NV
PNL POSTNL NV
BAMNB KONINKLIJKE BAM GROEP NV
LOTB LOTUS BAKERIES NV
HEIJM HEIJMANS N.V. CERT
ARCAD
ARCADIS NV
ASRNL ROYAL VOPAK NV
TWEKA ASR NEDERLAND NV
ALFEN TKH GROUP N.V. CERT
FUR ALFEN NV
CTPNV FUGRO NV
DEME CTP NV
DEME GROUP NV
- Hilde Van Boxstael
- Jacob Mekhael
- Kristof Samoy
- Michiel Declercq
- Wim Lewi
Vopak Terquimsa divested terminal in Barcelona
Vopak Terquimsa divested terminal in Barcelona Vopak Terquimsa divested terminal in BarcelonaRotterdam, the Netherlands, 8 September 2025Vopak Terquimsa, (a joint venture in which Vopak has a 50% share) has divested its Barcelona terminal to Tradebe Port Services. The Barcelona terminal is mainly used for the storage of petroleum products, chemicals and vegetable oils.The Barcelona terminal is for Vopak less strategically attractive, Vopak remains a 50% shareholder in Vopak Terquimsa Tarragona, this terminal is located within the industrial cluster of Tarragona, Spain.Vopak will report an e...
- Guy Sips
- Hilde Van Boxstael
- Kristof Samoy
- Livio Luyten
- Michiel Declercq
- Thibault Leneeuw
- Wim Hoste
- Wim Lewi
Dynamic Top Pick List Update September: Adding AB InBev and Exor
In this September update we added 2 stocks to the KBC Securities Dynamic Top Pick List : We added AB InBev after the share price weakened post-2Q results. ABI's 2Q volumes fell 1.9% organically, below expectations, mainly due to a 9% drop in Brazil where a price hike led to temporary market share loss. However, strong revenue per hl growth (+4.9%) drove a 6.5% organic EBITDA increase, with 1H growth at +7.2%, near the top of FY guidance (+4–8%). AB InBev, the world's largest brewer, generates ...
Zealand Pharma to participate in upcoming investor conferences in Sept...
Zealand Pharma to participate in upcoming investor conferences in September 2025 Press release – No. 12 / 2025 Zealand Pharma to participate in upcoming investor conferences in September 2025 Copenhagen, Denmark, August 28, 2025 - Zealand Pharma A/S (Nasdaq: ZEAL) (CVR-no. 20045078), a biotechnology company focused on the discovery and development of innovative peptide-based medicines, today announced that the company will participate in the following investor conferences in September 2025. Jefferies Swiss Healthcare Summit 2025, September 3 in Zürich Adam Lange, Vice President, Investo...
Zealand Pharma major shareholder announcement: Van Herk Investments B....
Zealand Pharma major shareholder announcement: Van Herk Investments B.V. Company announcement – No. 19 / 2025 Zealand Pharma major shareholder announcement: Van Herk Investments B.V. Copenhagen, Denmark, August 20, 2025 – Zealand Pharma A/S (“Zealand”) (NASDAQ: ZEAL) (CVR-no. 20045078), a biotechnology company focused on the discovery and development of innovative peptide-based medicines, today reports receipt on 20 August 2025 of notification pursuant to Section 38 of the Danish Capital Markets Act from the following major shareholder: As of 19 August 2025, Van Herk Investments B.V. (Du...
- Jacob Mekhael
Zealand Pharma 2Q25 results confirm timelines, upcoming CMD in Decembe...
Zealand's 2Q25 results hold no surprises, and show that the company is on track operationally with pipeline timelines being reiterated. While no big data readouts are expected for the remainder of the year, the company is gearing up for a news heavy 1H26 and we most look forward to phase 2b results with petrelintide (amylin analog, partnered with Roche). Zealand reported a cash position of DKK 16,578m, and expects an additional $ 250m in anniversary payments under the Roche agreement in addition...
- Hilde Van Boxstael
- Jacob Mekhael
- Kristof Samoy
- Livio Luyten
- Lynn Hautekeete
- Michiel Declercq
- Thomas Couvreur
- Wim Lewi
Zealand Pharma Announces Financial Results for the First Half of 2025
Zealand Pharma Announces Financial Results for the First Half of 2025 Company announcement – No. 18 / 2025 Zealand Pharma Announces Financial Results for the First Half of 2025Petrelintide collaboration with Roche off to a strong start, while key leadership appointments and solid financial position enable exciting next chapter for Zealand Pharma. Collaboration and license agreement with Roche to co-develop and co-commercialize petrelintide as a future foundational therapy for weight management off to a strong start, with further insight and updates expected at Roche’s Pharma Day in Septe...
- ING Helpdesk
Benelux Morning Notes
bpost: 2Q25 results beat 22%, outlook raised further, room for another upgrade at 3Q25. Lotus Bakeries: APAC factory ahead of schedule. NN Group: 1H on track with May CMD, longevity deal a positive surprise (Sol 2 PF 205%). Talabat: 2Q25 Preview. Vopak: AVTL's FID on Mumbai expansion
- Kristof Samoy
Vopak FID on new LPG greenfield terminal by Indian JV AVTL
42% owned AVTL announced a €170m investment in a greenfield LPG terminal and bottling plant. LPG demand in India has grown at a 7.3% CAGR over the past decade with further attractive growth in demand and terminal imports expected. The Indian JV AVTL was recently listed and the IPO proceeds amounted to ca. €290m to be deployed for debt repayment and further growth initiatives. The listing frees up cash at the Vopak holding which can be deployed for funding other investments or additional sharehol...
- Guy Sips
- Hilde Van Boxstael
- Kristof Samoy
- Michiel Declercq
- Thomas Couvreur
- Wim Lewi
AVTL to develop new terminal in JNPA, India
AVTL to develop new terminal in JNPA, India AVTL to develop new terminal in JNPA, IndiaRotterdam, the Netherlands, 8 August 2025In India, AVTL announced a positive final investment decision to build a greenfield terminal for 132k cbm LPG and 318k cbm liquid products and a LPG bottling plant of 35,000MT capacity in the JNPA port in Mumbai. This is AVTL's second terminal in the JNPA port which will help grow its market share in servicing a highly industrialized and fast growing hinterland of West and central regions in India. The terminal is expected to be commissioned in phases starting mid ...
Zealand Pharma conference call on August 14 at 2pm CET (8am ET) to pre...
Zealand Pharma conference call on August 14 at 2pm CET (8am ET) to present second quarter 2025 financial results Press Release – No. 11 / 2025 Zealand Pharma conference call on August 14 at 2pm CET (8am ET) to present second quarter 2025 financial results Copenhagen, Denmark, August 7, 2025 – Zealand Pharma A/S (Nasdaq Copenhagen: ZEAL) (CVR-no. 20045078), a biotechnology company focused on the discovery and development of innovative peptide-based medicines, announced that it will host a conference call on August 14, 2025, at 2:00 pm CET (8:00 am ET) following the announcement of financia...
- Juan Ros-Padilla
MT ARCELORMITTAL SA
BEKB BEKAERT SA
NK IMERYS SA
AUTN AUTONEUM HOLDING AG
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
BFIT BASIC-FIT NV
GTT GAZTRANSPORT & TECHNIGAZ SA
SSAB A SSAB AB CLASS A
RCO REMY COINTREAU SA
TFI TELEVISION FRANCAISE 1 SA
KORI KORIAN SA
SZG SALZGITTER AG
ABVX ABIVAX SA
OERL OC OERLIKON CORPORATION AG
CDA COMPAGNIE DES ALPES SA
ALTA ALTAREA SCA
VOE VOESTALPINE AG
ACX ACERINOX SA
EBRO EBRO FOODS SA
SOLB SOLVAY SA
NEX NEXANS SA
ERA ERAMET SA
COR CORTICEIRA AMORIM SGPS SA
NDA AURUBIS AG
KRN KRONES AG
PAL PALFINGER AG
ROYAL VOPAK NV
MMT METROPOLE TELEVISION SA
AED AEDIFICA SA
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
SEFER SERGEFERRARI GROUP SA
WAF SILTRONIC AG
MELE MELEXIS NV
ZAG ZUMTOBEL GROUP AG
TWEKA TKH GROUP N.V. CERT
WLN WORLDLINE SA
IBG IBERPAPEL GESTION S.A.
PSG PROSEGUR COMPANIA DE SEGURIDAD SA
RIO RIO TINTO PLC
UNI UNICAJA BANCO S.A.
BHP BHP GROUP LTD
SMCP SMCP SA
BFSA BEFESA SA
AMAG AMAG AUSTRIA METALL AG
THEP THERMADOR HOLDING SA
VRLA VERALLIA SAS
GRP GREENCOAT RENEWABLES
SFQ SAF-HOLLAND SE
VUL VULCAN ENERGY RESOURCES
AG1 AUTO1 GROUP
EAPI EUROAPI
BRE BREMBO S.P.A.
EXENS EXOSENS
CO CASINO GUICHARD-PERRACHON
HAVAS HAVAS N.V
CAN CANAL+
HBX HBX GROUP INTERNATIONAL PLC
AAL ANGLO AMERICAN PLC
- Juan Ros-Padilla
MT ARCELORMITTAL SA
BEKB BEKAERT SA
NK IMERYS SA
AUTN AUTONEUM HOLDING AG
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
BFIT BASIC-FIT NV
GTT GAZTRANSPORT & TECHNIGAZ SA
SSAB A SSAB AB CLASS A
RCO REMY COINTREAU SA
TFI TELEVISION FRANCAISE 1 SA
KORI KORIAN SA
SZG SALZGITTER AG
ABVX ABIVAX SA
OERL OC OERLIKON CORPORATION AG
CDA COMPAGNIE DES ALPES SA
ALTA ALTAREA SCA
VOE VOESTALPINE AG
ACX ACERINOX SA
EBRO EBRO FOODS SA
SOLB SOLVAY SA
NEX NEXANS SA
ERA ERAMET SA
COR CORTICEIRA AMORIM SGPS SA
NDA AURUBIS AG
KRN KRONES AG
PAL PALFINGER AG
ROYAL VOPAK NV
MMT METROPOLE TELEVISION SA
AED AEDIFICA SA
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
SEFER SERGEFERRARI GROUP SA
WAF SILTRONIC AG
MELE MELEXIS NV
ZAG ZUMTOBEL GROUP AG
TWEKA TKH GROUP N.V. CERT
WLN WORLDLINE SA
IBG IBERPAPEL GESTION S.A.
PSG PROSEGUR COMPANIA DE SEGURIDAD SA
RIO RIO TINTO PLC
UNI UNICAJA BANCO S.A.
BHP BHP GROUP LTD
SMCP SMCP SA
BFSA BEFESA SA
AMAG AMAG AUSTRIA METALL AG
THEP THERMADOR HOLDING SA
VRLA VERALLIA SAS
GRP GREENCOAT RENEWABLES
SFQ SAF-HOLLAND SE
VUL VULCAN ENERGY RESOURCES
AG1 AUTO1 GROUP
EAPI EUROAPI
BRE BREMBO S.P.A.
EXENS EXOSENS
CO CASINO GUICHARD-PERRACHON
HAVAS HAVAS N.V
CAN CANAL+
HBX HBX GROUP INTERNATIONAL PLC
AAL ANGLO AMERICAN PLC
- Thijs Berkelder
- Kristof Samoy
Vopak First look: 2Q25 earnings beat, proportional EBITDA outlook uppe...
Vopak reported 2Q25 which were better than expected with proportional EBITDA of €315m vs consensus of €291m. Overall the company has been coping well with all current macro uncertainties. The full year EBITDA outlook bandwidth was even narrowed to the upside and this when taking into account less favourable FX rates. The IPO of the Indian JV resulted in an €111m capital gain impacting IFRS net profit. Occupancy rates are holding up well at 91%, flat vs. last quarter. We reiterate Buy and € 50 TP...
- ING Helpdesk
Benelux Morning Notes
Aedifica: Strong results, guidance reiterated; dsm-firmenich: Symrise 1H25 results; IMCD: Stagnating gross profit leads to disappointing 2Q25 EBITA; JDE Peet's: Full of beans; Just Eat Takeaway: 1H25 results, weak update no impact on takeover; Lotus Bakeries: Peer Mondelez 1Q25 results; Melexis: 2Q25 results, gross margin under pressure; Solvay: 2Q25 in line, subdued outlook no surprise after pre-release; TKH Group: Preview: Under a magnifying glass; Universal Music Group: Spotify 2Q25 ...
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Kristof Samoy
- Lynn Hautekeete
- Michiel Declercq
- Thibault Leneeuw
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
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