reports
- Wim Hoste
Umicore EU looks set to abandon combustion engine ban in 2035
Based on various press articles, it seems increasingly likely that the European Union is to abandon the earlier agreed ban on new combustion engine-based passenger cars by 2035, whilst new legislation would still require a significant reduction of tailpipe emissions. Any loosening of legislation would probably be good news for Umicore's Catalysts business, with European ICE Light duty Automotive Catalysts' revenue representing c. 28% of total ICE light duty Automotive Catalysts' revenue. We awai...
- Hilde Van Boxstael
- Jacob Mekhael
- Livio Luyten
- Michiel Declercq
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
- Jacob Mekhael
argenx Vyvgart phase 3 in TED stopped due to lack of efficacy
argenx announced that the phase 3 (UplighTED) studies evaluating Vyvgart subcutaneous (SC) in adults with moderate to severe thyroid eye disease (TED) will be discontinued following a pre-specified unblinded interim analysis from patients completing 24 weeks of treatment. The decision to stop the trial due to lack of efficacy in TED is disappointing, however, the company notes that its pipeline strategy anticipates attrition. Of the 2026 phase 3 readouts, TED was the only program where argenx le...
argenx Provides Update on UplighTED Studies of Efgartigimod SC in Thyr...
argenx Provides Update on UplighTED Studies of Efgartigimod SC in Thyroid Eye Disease 15 December, 2025, 7:00 AM CET Amsterdam, the Netherlands – argenx SE (Euronext & Nasdaq: ARGX), a global immunology company committed to improving the lives of people suffering from severe autoimmune diseases, today announced that the Phase 3 UplighTED studies evaluating efgartigimod subcutaneous (SC) (efgartigimod alfa and hyaluronidase-qvfc) in adults with moderate to severe thyroid eye disease (TED) will be discontinued. The decision is based on the recommendation from an Independent Data Monitoring ...
- Carole Braudeau
- Carole Braudeau
- ING Helpdesk
- Carole Braudeau
- Carole Braudeau
- ING Helpdesk
- Hilde Van Boxstael
- Mathijs Geerts Danau
- Michiel Declercq
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
Ageas to take full ownership of AG Insurance and formalise long term p...
Ageas to take full ownership of AG Insurance and formalise long term partnership with BNP Paribas Ageas to take full ownership of AG Insurance and formalise long term partnership with BNP Paribas Ageas SA/NV (“Ageas”, the “Group”) today announced the acquisition of the outstanding 25% stake in its Belgian subsidiary AG Insurance SA/NV (“AG”) from BNP Paribas Fortis SA/NV (“BNP Paribas Fortis”). This transaction further accelerates and upgrades Ageas’s Elevate27 strategic and financial ambitions for the second time this year. Additionally, Ageas and BNP Paribas SA (“BNP Paribas”) reconfirm...
Ageas prend la pleine propriété d’AG Insurance et formalise un partena...
Ageas prend la pleine propriété d’AG Insurance et formalise un partenariat à long terme avec BNP Paribas Ageas prend la pleine propriété d’AG Insurance et formalise un partenariat à long terme avec BNP Paribas Ageas SA/NV (« Ageas », le « Groupe ») annonce aujourd’hui l’acquisition de la participation de 25 % du capital en circulation dans sa filiale belge AG Insurance SA/NV (« AG ») auprès de BNP Paribas Fortis SA/NV (« BNP Paribas Fortis »). Cette transaction accélère et renforce les ambitions stratégiques et financières d’Ageas dans le cadre du plan Elevate27, pour la deuxième fois cett...
Ageas wordt 100% eigenaar van AG en formaliseert lange-termijnpartners...
Ageas wordt 100% eigenaar van AG en formaliseert lange-termijnpartnerschap met BNP Paribas Ageas wordt 100% eigenaar van AG en formaliseert lange-termijnpartnerschap met BNP Paribas Ageas SA/NV (“Ageas”, de “Groep”) kondigt vandaag de overname aan van het uitstaande belang van 25% in haar Belgische dochteronderneming AG Insurance SA/NV (“AG”) van BNP Paribas Fortis SA/NV (“BNP Paribas Fortis”). Met deze transactie versnelt en versterkt Ageas zijn strategische en financiële ambities binnen Elevate27 voor de tweede keer dit jaar. Daarnaast herbevestigen Ageas en BNP Paribas SA (“BNP Paribas”...
- Hilde Van Boxstael
- Jacob Mekhael
- Livio Luyten
- Mathijs Geerts Danau
- Wim Lewi
- Jacob Mekhael
argenx A catalyst rich year ahead
argenx is set for a catalyst rich year ahead and has five phase 3 trial results with its lead product, Vyvgart, as well as from the next in line product empasiprubart. Those programs are supported by positive proof of concept data, and successful phase 3 results could expand the company's commercial opportunity and bring it closer to its Vision 2030 target of having 50K patients on treatment. Going into 2026, we believe continued commercial momentum and pipeline expansion potential could bring a...
- Guy Sips
- Jacob Mekhael
- Kristof Samoy
- Livio Luyten
- Lynn Hautekeete
- Mathijs Geerts Danau
- Michiel Declercq
- Thibault Leneeuw
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
Dynamic Top Pick List How to start 2026?
How to start 2026? We have selected for the KBC Securities Dynamic Top Pick List 12 large-cap companies — AB InBev, Aedifica, Argenx, ASMi, Azelis, DEME, D'Ieteren, Shurgard, Sofina, Vopak, WDP, and Wolters Kluwer — along with 3 small and mid-cap names (under €1.5bn in market capitalization): Corbion, EVS, and IBA. So, going into 2026, we maintain a balanced approach in our Dynamic Top Pick List, featuring 8 cyclical and 6 defensive stocks, with a particular emphasis on value stocks that have b...
EVS EVS BROADCAST EQUIPMENT SA
DIE D'IETEREN SA
SOF SOFINA SA
ASM ASM INTERNATIONAL N.V.
IBAB ION BEAM APPLICATIONS SA
ROYAL VOPAK NV
AED AEDIFICA SA
CSM CORBION NV
ABI ANHEUSER-BUSCH INBEV SA/NV
ARGX ARGEN-X SE
WDP WAREHOUSES DE PAUW SCA
AZE AZELIS GROUP NV
DEME DEME GROUP NV
SHUR SHURGARD SELF STORAGE LIMITED
- Bruno Cavalier
- Jerôme Bodin
LI KLEPIERRE SA
COV COVIVIO SA
GFC GECINA SA
NXI NEXITY SA CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
EL ESSILORLUXOTTICA SA
INEA FONCIERE INEA
VIV VIVENDI SE
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
BRBY BURBERRY GROUP PLC
LPE LAURENT-PERRIER SA
KOF KAUFMAN & BROAD SA
KER KERING SA
ALTA ALTAREA SCA
VNA VONOVIA SE
XIOR XIOR STUDENT HOUSING N.V.
ICAD ICADE SA
01913 PRADA S.P.A.
BYG BIG YELLOW GROUP PLC
UTG UNITE GROUP PLC
COFB COFINIMMO SA
COR CORTICEIRA AMORIM SGPS SA
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
MONC MONCLER SPA
CPINV CARE PROPERTY INVEST SA
EUR EUROCASH S.A.
SAFE SAFESTORE HOLDINGS PLC
ARG ARGAN SA
VGP VGP NV
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
FACC FACC AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
ZGN ERMENEGILDO ZEGNA NV
CTPNV CTP NV
TTS TRANSPORT TRADE SVCS
SHUR SHURGARD SELF STORAGE LIMITED
- Bruno Cavalier
- Olfa Taamallah
- Steven Boumans
- Thomas Zlowodzki
- Yan Derocles
MC LVMH MOET HENNESSY LOUIS VUITTON SE
LI KLEPIERRE SA
COV COVIVIO SA
GFC GECINA SA
NXI NEXITY SA CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
EL ESSILORLUXOTTICA SA
INEA FONCIERE INEA
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
BRBY BURBERRY GROUP PLC
ITRK INTERTEK GROUP PLC
KOF KAUFMAN & BROAD SA
KER KERING SA
ALTA ALTAREA SCA
VNA VONOVIA SE
ALO ALSTOM SA
XIOR XIOR STUDENT HOUSING N.V.
ICAD ICADE SA
01913 PRADA S.P.A.
BYG BIG YELLOW GROUP PLC
UTG UNITE GROUP PLC
COFB COFINIMMO SA
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
MONC MONCLER SPA
CPINV CARE PROPERTY INVEST SA
SAFE SAFESTORE HOLDINGS PLC
ARG ARGAN SA
VGP VGP NV
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
ASML ASML HOLDING NV
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
AM DASSAULT AVIATION
ZGN ERMENEGILDO ZEGNA NV
CTPNV CTP NV
SHUR SHURGARD SELF STORAGE LIMITED
- ING Helpdesk
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