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Guy Sips ... (+10)
  • Guy Sips
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Livio Luyten
  • Lynn Hautekeete
  • Sharad Kumar S.P
  • Thibault Leneeuw
  • Thomas Couvreur
  • Wim Hoste
  • Wim Lewi

Morning Notes : COFB BB, CRBN NA, OPTI BB, GLPG NA, IVA FP, MTLS US, Q...

: COFB BB, CRBN NA, OPTI BB, GLPG NA, IVA FP, MTLS US, QFG BB, SOF BB, UMI BB, WDP BB, XIOR BB, IMCD NA

Jacob Mekhael
  • Jacob Mekhael

Inventiva Publishes results on predictive biomarker in MASH in journal

Inventiva announced publication in the peer-reviewed medical journal Clinical Gastroenterology and Hepatology, of its analysis on new non-invasive biomarker signatures predictive of histology response following treatment with lanifibranor (pan-PPAR agonist) in patients with MASH and fibrosis. While there are multiple diagnostic scores currently available, we are encouraged to learn that Inventiva's test suggested better predictive accuracy than existing options including FIB4. With recruitment i...

 PRESS RELEASE

Inventiva announces the publication in Clinical Gastroenterology and H...

Inventiva announces the publication in Clinical Gastroenterology and Hepatology of its analysis of new biomarker signatures predictive of histological response in patients with MASH treated with lanifibranor ► Biomarker signatures were developed to predict histological treatment response to lanifibranor treatment in patients with MASH and fibrosis ► The biomarker signatures developed for fibrosis improvement, MASH resolution and composite histological endpoints, suggested better predictive accuracy than other diagnostic scores available including FIB4, FIBC3, ABC3D, NFS, ELF and MACK-3 ► ...

 PRESS RELEASE

Inventiva annonce la publication dans Clinical Gastroenterology and He...

Inventiva annonce la publication dans Clinical Gastroenterology and Hepatology de l’analyse de nouvelles signatures de biomarqueurs prédictives de la réponse histologique chez les patients atteints de MASH traités par lanifibranor ► Des signatures de biomarqueurs ont été développées pour prédire la réponse histologique au traitement par lanifibranor chez les patients atteints de MASH avec fibrose ► Les signatures de biomarqueurs développées pour l’amélioration de la fibrose, la résolution de la MASH et les critères histologiques composites, ont suggéré une meilleure prédictivité que les ...

Carole Braudeau
  • Carole Braudeau

Credit Morning 04/24/2025

French retail sales down 2.4% in March + Q1 update|Fnac Darty: decent Q1 sales, strong performance in Southern Europe, guidance confirmed.|Saipem: good set of Q1 2025 results|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 24/04/2025

Baisse de 2,4% des ventes retail en France au mois de mars + point sur le T1|Fnac Darty : un CA T1 correct, bonne performance en Europe du Sud, guidances confirmées|Saipem: good set of Q1 2025 results|

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Allfunds Group plc: 1Q25 Preview. Azelis: 1Q25 EBITA miss on tariff uncertainty, €20m self-help to support margins. Exor: Announces oversubscribed €1bn SBB tender offer, strike at VWAP +2%. Flow Traders: Mike drop. Fugro: 1Q25 as expected but outlook a question mark. IMCD: Breaking with tradition: CEO gone within 15 months. Kinepolis: Weak 1Q25, offset by a strong 2Q25 start. KPN: Small 1Q25 EBITDAal beat, guidance reiterated. Randstad: Capital Markets Event. RELX: 1Q25 trading...

Guy Sips ... (+10)
  • Guy Sips
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Kristof Samoy
  • Livio Luyten
  • Michiel Declercq
  • Thibault Leneeuw
  • Thomas Couvreur
  • Thomas Vranken
  • Wim Lewi

Morning Notes : FLOW NA, FUR NA, GLPG NA, KIN BB, KPN NA, XFAB FP, AZE...

: FLOW NA, FUR NA, GLPG NA, KIN BB, KPN NA, XFAB FP, AZE BB, IMCD NA, ONWD BB, AUTL US, EXO NA, ZEAL DC, PHVS US

Jørgen Lian
  • Jørgen Lian

CMB.TECH (No_rec, TP: USD) - Recommendation and target price withdrawn

CMB.TECH and Golden Ocean have signed a term sheet for a contemplated stock-for-stock merger at an exchange ratio of 0.95 CMB.TECH shares for each outstanding Golden Ocean share. Completion is scheduled for Q3, and the companies are scheduled to host CMDs on 24 and 29 April to provide further information. As DNB Markets is acting as financial advisor to Golden Ocean, we have withdrawn our recommendation and target price.

Kristof Samoy ... (+5)
  • Kristof Samoy
  • Michiel Declercq
  • Thibault Leneeuw
  • Thomas Couvreur
  • Wim Hoste

Morning Notes : AKZA NA, BESI NA, CRBN NA, CMBT BB, FLOW NA, RAND NA, ...

: AKZA NA, BESI NA, CRBN NA, CMBT BB, FLOW NA, RAND NA, VPK NA, TKWY NA

Kristof Samoy
  • Kristof Samoy

CMB.Tech Merger proposal with Golden Ocean

CMB.Tech and Golden Ocean announced they have signed a term sheet for a contemplated stock-for-stock merger, with CMB.Tech as the surviving entity, based on an exchange ratio of 0.95 shares of CMB.Tech for each share of Golden Ocean, subject to customary adjustments. The merger will create one of the largest diversified listed maritime groups in the world with a combined fleet of more than 250 vessels. Early March CMB.Tech acquired an initial stake of 40.8% in Golden Ocean which it increased to ...

 PRESS RELEASE

Merger between CMB.TECH and Golden Ocean

Merger between CMB.TECH and Golden Ocean Antwerp, April 22, 2025 (GLOBE NEWSWIRE) -- CMB.TECH NV (NYSE: CMBT & Euronext Brussels: CMBT) (“CMB.TECH”) and Golden Ocean Group Limited (NASDAQ: GOGL & Euronext Oslo Børs: GOGL) (“Golden Ocean”) are pleased to announce that they have signed a term sheet (the “Term Sheet”) for a contemplated stock-for-stock merger, with CMB.TECH as the surviving entity, based on an exchange ratio of 0.95 shares of CBM.TECH for each share of Golden Ocean (the “Exchange Ratio”), subject to customary adjustments. The Term Sheet has been unanimously approved by CMB.T...

 PRESS RELEASE

CMB.TECH - General meetings of 22 May 2025

CMB.TECH - General meetings of 22 May 2025 Antwerp, April 22, 2025 (GLOBE NEWSWIRE) -- CMB.TECH NV (NYSE: CMBT & Euronext: CMBT) (“CMB.TECH” or the “Company”) invites its shareholders to participate in the Annual General Meeting, Special General Meeting & Extraordinary General Meeting that will be held on Thursday 22 May 2025 at 10.00 a.m. CET in 2000 Antwerp, De Gerlachekaai 20. In view of the record date of Thursday 8 May 2025, shareholders may not reposition shares between the Belgian Register and the U.S. Register during the period from Wednesday 7 May 2025 at 8.00 a.m. (Belgian ti...

Jørgen Lian
  • Jørgen Lian

Another abrupt change

The US Trade Representative on 17 April published revised US port fees with significant changes to the initial proposal based on industry feedback. In its current form, the fees will primarily discourage use of Chinese-controlled maritime trade services to the US, and directly affect the use of Chinese-built vessels in US ports (with several considerable exemptions to avoid harm to US trade). The previous broader fees based on fleet composition and share of Chinese-built vessels has been scrappe...

Carole Braudeau
  • Carole Braudeau
IPS IPSOS
ATO ATOS SE ... (+5)

Credit Morning 04/17/2025

Forvia reassures with solid Q1 2025 revenue and new measures to address the current environment|Mahle aims to fully offset the direct impact of tariffs|

Carole Braudeau
  • Carole Braudeau
IPS IPSOS
ATO ATOS SE ... (+5)

Morning Crédit 17/04/2025

Forvia rassure avec un CA T1 2025 solide et de nouvelles mesures pour faire face à l’environnement actuel|Mahle vise à compenser intégralement l'impact direct des droits de douane|

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