reports
- Jacob Mekhael
- Kristof Samoy
- Livio Luyten
- Jacob Mekhael
Zealand Pharma Establishes Boston research hub
Zealand announced the establishment of a new research hub in Cambridge, Massachusetts, in the greater Boston area. The facility will serve as Zealand Pharma's primary US address and is expected to be operational from September 2026. Zealand Pharma's Cambridge hub will enhance the company's research platform through AI-driven drug discovery, advanced automation, and next-generation molecule creation, accelerating the translation of scientific insight into innovative medicines. The establishment o...
- Jacob Mekhael
UCB Picks Georgia site for planned US manufacturing facility
Yesterday after market close, UCB announced that it has selected Gwinnett County, Georgia as the location for its new US biologics manufacturing facility. Once operational, the facility is expected to produce recently approved and future pipeline complex biologics 24/7 primarily for the US market. This project is expected to generate approx. $5bn in total economic impact, creating around 330 permanent highly skilled jobs, and more than 1000 construction jobs. Approx. 62% of the company's FY25 ne...
- Kristof Samoy
Vopak Catalysts ahead amid energy market turmoil - Valuation still att...
A global footprint and diversified terminal portfolio, supported by controlled leverage, lengthening contract durations and CPI indexed terms are the backbone of Vopak's defensive business model. Current energy market turmoil may temporarily affect performance but is also increasing storage demand amid energy security concerns and the shift toward a multi fuel energy system. FID announcements should act as catalysts, while cash returns offer downside protection. Buy reiterated and TP to €56 (fro...
Zealand Pharma Establishes U.S. Research Hub in Cambridge, Massachuset...
Zealand Pharma Establishes U.S. Research Hub in Cambridge, Massachusetts to Expand Drug Discovery Capabilities and Accelerate Medicine Creation Press release – No. 6 / 2026 Zealand Pharma Establishes U.S. Research Hub in Cambridge, Massachusetts to Expand Drug Discovery Capabilities and Accelerate Medicine Creation New research hub in Cambridge, Massachusetts, in the greater Boston area, expands global discovery capabilities, combining Zealand Pharma’s more than 25 years of expertise in peptides and metabolic health with Boston’s biotech innovation ecosystem. Copenhagen, Denmark and B...
- Lynn Hautekeete
- Wim Lewi
WEB WAREHOUSES ESTATES BELGIUM S.C.A.
LEAS LEASINVEST REAL ESTATE SCA
IMMO COMPAGNIE IMMOBILIERE DE BELGIQUE SA
RET RETAIL ESTATES NV
ELI ELIA GROUP SA/NV
MONT MONTEA SCA
AED AEDIFICA SA
QRF QRF COMM
CPINV CARE PROPERTY INVEST SA
ATEB ATENOR S.A.
ASC ASCENCIO SCA
ARG ARGAN SA
VGP VGP NV
TINC TINC COMM. VA
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
CTPNV CTP NV
HOMI HOME INVEST BELGIUM
SHUR SHURGARD SELF STORAGE LIMITED
ENRGY ENERGYVISION
- Dirk Verbiesen
- Marc Hesselink
- CFA
- Marc Zwartsenburg
- CEFA
- Quirijn Mulder
- Stijn Demeester
Middle East - Iran turmoil/Impact assessment
In this ING equities impact assessment of the situation in the Middle East report, we focus on a selection of 11 companies which we cover and we expect to be impacted by the current situation in the Middle East following the war in Iran, which started on 28 February and has since spread further into the region. We found that every company in this report faces its own challenges in the short term, while we also discuss the longer-term strategic implications.
Zealand Pharma increases its share capital as a result of the exercise...
Zealand Pharma increases its share capital as a result of the exercise of employee warrants Company announcement – No. 4 / 2026 Zealand Pharma increases its share capital as a result of the exercise of employee warrants Copenhagen, Denmark, March 19, 2026 – Zealand Pharma A/S (“Zealand Pharma”) (NASDAQ: ZEAL) (CVR-no. 20 04 50 78), a Copenhagen-based biotechnology company focused on the discovery and development of innovative peptide-based medicines, has by decision of the Board of Directors increased its share capital by a nominal amount of DKK 10,530 divided into 10,530 new shares with ...
- Hilde Van Boxstael
- Livio Luyten
- Wim Lewi
- Lynn Hautekeete
- Wim Lewi
LEAS LEASINVEST REAL ESTATE SCA
XIOR XIOR STUDENT HOUSING N.V.
COFB COFINIMMO SA
IMMO COMPAGNIE IMMOBILIERE DE BELGIQUE SA
RET RETAIL ESTATES NV
ELI ELIA GROUP SA/NV
MONT MONTEA SCA
AED AEDIFICA SA
QRF QRF COMM
CPINV CARE PROPERTY INVEST SA
ATEB ATENOR S.A.
ASC ASCENCIO SCA
ARG ARGAN SA
VGP VGP NV
TINC TINC COMM. VA
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
CTPNV CTP NV
HOMI HOME INVEST BELGIUM
SHUR SHURGARD SELF STORAGE LIMITED
ENRGY ENERGYVISION
- Livio Luyten
TINC FY25 Results: Revised model forecasts an attractive 5.9% NAV yiel...
In light of TINC's FY25 results, we have updated our model and projections. In FY25, the portfolio fair value rose to €713.2m, up 39.3% from FY24-end. This is ahead of our prior expectation and reflects record investments of €225.6m combined with solid unrealised value creation. We improved our long-term growth assumptions for the Social segment, driven by the new higher growth investments. We incorporate the remaining €103.1m in contractual commitments (mostly 2026–2028) and an estimated €70.0m...
- Oliver Metzger
- Oliver Metzger
- ING Helpdesk
Benelux Morning Notes
AEGON: Launch of Aegon Insurance Asset Management Company in China (tidying up). Basic-Fit: Solid final FY25; strong membership ingrowth in 1Q26 comfort on energy prices. CVC Capital Partners: Steady delivery. D'Ieteren: 2H25 beat on Auto, Belron delivering, PBT group guidance 7% below. UCB: Bimzelx demonstrates superiority to Skyrizi. Wereldhave: c.€5.6m acquisition of supermarket in Ville2, full ownership of the centre
- Usama Tariq
- Guy Sips
- Jacob Mekhael
- Livio Luyten
- Lynn Hautekeete
- Michiel Declercq
- Wim Lewi
- Jacob Mekhael
UCB Bimzelx shows superiority vs. Skyrizi in head to head PsA trial
UCB announced positive topline data from the BE BOLD trial assessing Bimzelx (IL-17 A/F antibody) vs. Skyrizi (IL-23 antibody) in adults living with active psoriatic arthritis (PsA), where Bimzelx demonstrated statistically significant superiority over Skyrizi in the ACR50 primary endpoint at week 16. This positive readout is an important development for Bimzelx given the PsA market is the second largest after PsO. IL-23 has gained more share vs. 1L-17 in PsA to date, however, today's topline re...
Zealand Pharma to participate in upcoming investor conferences in Marc...
Zealand Pharma to participate in upcoming investor conferences in March 2026 Press release – No. 5 / 2026 Zealand Pharma to participate in upcoming investor conferences in March 2026 Copenhagen, Denmark, March 9, 2026 – Zealand Pharma A/S (Nasdaq: ZEAL) (CVR-no. 20045078), a biotechnology company transforming the future of metabolic health, today announced that the company will participate in the following investor conferences in March 2026. 2026 Jefferies Biotech on the Beach Summit, March 9-11 in Miami Adam Steensberg, President and Chief Executive Officer, will host investor meetings...
- Baptiste Lebacq
- Jean-François Granjon
- Luis de Toledo Heras
GTT GAZTRANSPORT & TECHNIGAZ SA
SBMO SBM OFFSHORE NV
P2F PETROFAC LIMITED
TUB TUBACEX S.A.
SOC SUBSEA 7 S.A.
ROYAL VOPAK NV
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
TRE TECNICAS REUNIDAS SA
TEC TECHNIPFMC PLC
VK VALLOUREC SA
TE TECHNIP ENERGIES NV
DEME DEME GROUP NV
SPM SAIPEM S.P.A.
TEN TENARIS S.A.
VIRI VIRIDIEN
- Baptiste Lebacq
- Jean-François Granjon
- Luis de Toledo Heras
GTT GAZTRANSPORT & TECHNIGAZ SA
SBMO SBM OFFSHORE NV
P2F PETROFAC LIMITED
TUB TUBACEX S.A.
SOC SUBSEA 7 S.A.
ROYAL VOPAK NV
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
TRE TECNICAS REUNIDAS SA
TEC TECHNIPFMC PLC
VK VALLOUREC SA
TE TECHNIP ENERGIES NV
DEME DEME GROUP NV
SPM SAIPEM S.P.A.
TEN TENARIS S.A.
VIRI VIRIDIEN
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