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Guy Sips ... (+7)
  • Guy Sips
  • Kristof Samoy
  • Livio Luyten
  • Michiel Declercq
  • Thomas Couvreur
  • Wim Hoste
  • Wim Lewi
 PRESS RELEASE

Transparency Declaration Notification

Transparency Declaration Notification Regulated information In accordance with the requirements of Article 14 of the Belgian Law of May 2, 2007 on the disclosure of significant shareholdings in listed companies, Ontex Group NV (“Ontex”) discloses the notifications of significant shareholdings by the Goldman Sachs Group, Inc., that it has received on August 13 and 14, 2025. On August 7, 2025, the Goldman Sachs Group, Inc., detained 2,559,642 Ontex voting rights or equivalent financial instruments, representing 3.11% of voting rights, and thereby crossed upward the threshold of 3.0%. On Au...

 PRESS RELEASE

Kennisgeving transparantieverklaring

Kennisgeving transparantieverklaring Geregelementeerde informatie In overeenstemming met de vereisten van artikel 14 van de Belgische wet van 2 mei 2007 over de openbaarmaking van belangrijke deelnemingen in emittenten, maakt Ontex Group NV (“Ontex”) de verklaringen van belangrijke deelnemingen door Goldman Sachs Group, Inc., bekend die op 13 en 14 augustus 2025 werden ontvangen. Op 7 augustus 2025 bezat Goldman Sachs Group, Inc., 2.559.642 stemrechten of equivalente financiële instrumenten van Ontex, wat 3,11% van de stemrechten voorstelt. Zij hebben daarmee de drempel van 3,0% opwaarts ...

Jacob Mekhael
  • Jacob Mekhael

Autolus 2Q25 confirms the strong Aucatzyl US launch, EU launch put on ...

Yesterday before US market open, Autolus reported 2Q25 Aucatzyl sales of $20.9m, coming in above expectations (CSS: $13.4m). 1H25 sales of $29.9m implies 66 infused patients (i.e. approx. 6% market share), and points to a stronger than anticipated launch, which means our KBCS FY25 sales estimate of $43m is looking on the low end. Despite the strong US performance, the stock took a hit, likely due to the EU launch being put on hold, though we think this could protect the US business from an MFN p...

Jacob Mekhael ... (+3)
  • Jacob Mekhael
  • Wim Hoste
  • Wim Lewi
 PRESS RELEASE

Autolus Therapeutics Reports Second Quarter 2025 Financial Results and...

Autolus Therapeutics Reports Second Quarter 2025 Financial Results and Business Updates Company reports Q2 2025 AUCATZYL® net product revenue of $20.9 million and $29.9 for the first six months of 2025Company recently received conditional marketing authorization from U.K. Medicines and Healthcare products Regulatory Agency (MHRA) and conditional European marketing authorization from the European Commission (EC) for AUCATZYL®Follow up data from the FELIX trial demonstrating obe-cel's potential for long-term remission in r/r B-ALL presented at the 2025 European Hematology Association (EHA) Co...

Michiel Declercq
  • Michiel Declercq

bpost Conference call feedback and model update post 2Q25

Despite the ongoing headwinds, bpost reported better than expected 2Q25 results, with the adj. EBIT of € 58.3m exceeding expectations (kbcse: € 46m, css: € 48m). While results in Belgium were somewhat lower, this was offset by better than expected results in the other divisions while Staci's performance was in line. Although sales pressure at Radial US continued following the termination of contracts in 2024 and early 2025, we are pleased to see that its new fast track offering is gaining tracti...

ING Helpdesk
  • 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

Guy Sips ... (+6)
  • Guy Sips
  • Hilde Van Boxstael
  • Kristof Samoy
  • Michiel Declercq
  • Thomas Couvreur
  • Wim Lewi
Stefano Toffano ... (+2)
  • Stefano Toffano
  • Wim Gille
ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

ABN AMRO: Better bottom line, mixed underlying, strong capital, SBB €250m. Ahold Delhaize: 2Q25 profitability beat thanks to insurance results. Coca-Cola Europacific Partners PLC: Fizzing along nicely. Kinepolis: July 2025 box office in US/Canada and France down, on strong comps. Vonovia: Good results, 5.6% guidance increase. UCB: Evenity continues to surprise to the upside. Zabka: Another miss on Adj. Net Income in 2Q25

 PRESS RELEASE

VGP Announces Webcast to Review 1H 2025 Financial Results

VGP Announces Webcast to Review 1H 2025 Financial Results 6 August 2025, Antwerp, Belgium: VGP NV (‘VGP’ or ‘the Group’), a European provider of high-quality logistics and semi-industrial real estate, announces the details for the webcast to review its financial results for the first half year ending 30 June 2025:  Thursday, 21 August 2025 at 10.30 a.m. (CET)Webcast link: The link above will allow you to register for the event. The presentation can be attended from your laptop, tablet or mobile device. The video will stream through your selected device. Please join the webcast 5-1...

 PRESS RELEASE

VGP Kondigt Webcast aan voor Presentatie van de Resultaten over 1H 202...

VGP Kondigt Webcast aan voor Presentatie van de Resultaten over 1H 2025 6 augustus 2025, Antwerpen, België: VGP NV (‘VGP’ of ‘de Groep’), een pan-Europese aanbieder van hoogwaardig logistiek en semi-industrieel vastgoed, kondigt de details aan voor een webcast ter bespreking van de resultaten voor het eerste half jaar eindigend op 30 juni 2025:  Donderdag 21 augustus 2025, om 10.30 a.m. (CET)Webcast link: Via bovenstaande link kunt u zich registreren voor het evenement. De presentatie kan worden bijgewoond vanaf uw laptop, tablet of mobiele telefoon. De video wordt gestreamd via het...

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Belgian telcos: Telenet small positive net adds, good financials, guidance up. Kinepolis: US Cinemark strong, 5% growth in US tickets, consumption per visitor. KPN: VodafoneZiggo 2Q25 very weak, guidance maintained. PostNL: 2Q25 beats underlying slightly; FY25 guidance reiterated, EU court appeal

Carole Braudeau
  • Carole Braudeau
AXA AXA
CEC CECONOMY AG ... (+13)

Credit Morning 08/01/2025

S&P lowers outlook to negative vs. stable on ELO's 'BB-' rating|ZF H1 25 results: Better than one could have feared… but some water into the wine|Emeria announces the sale of Assurimo|Viridien: Profitability improvement, good FCF generation, and guidance confirmed|

Julian Dobrovolschi ... (+2)
  • Julian Dobrovolschi
  • Steven Boumans
BRE MBANK SA
AKE ARKEMA
LHN HOLCIM AG
LR LEGRAND
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
AC ACCOR SA
ENX EURONEXT NV
VIE VEOLIA ENVIRONNEMENT SA
SGO COMPAGNIE DE SAINT-GOBAIN SA
ENGI ENGIE SA.
EDP EDP-ENERGIAS DE PORTUGAL SA
DG VINCI SA
SU SCHNEIDER ELECTRIC SE
RNO RENAULT SA
ADS ADIDAS AG
APAML APERAM SA
LI KLEPIERRE SA
COV COVIVIO SA
OUT1V OUTOKUMPU OYJ
GFC GECINA SA
NXI NEXITY SA CLASS A
FLY SOCIETE FONCIERE LYONNAISE SA
EN BOUYGUES SA
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
GLE SOCIETE GENERALE S.A. CLASS A
INEA FONCIERE INEA
WHA WERELDHAVE N.V.
TEP TELEPERFORMANCE SE
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
BLND BRITISH LAND COMPANY PLC
ITRK INTERTEK GROUP PLC
KOF KAUFMAN & BROAD SA
ALTA ALTAREA SCA
VNA VONOVIA SE
ACX ACERINOX SA
XIOR XIOR STUDENT HOUSING N.V.
SAF SAFRAN S.A.
BCP BANCO COMERCIAL PORTUGUES S.A.
HEI HEIDELBERGCEMENT AG
VER VERBUND AG CLASS A
ENEL ENEL SPA
ICAD ICADE SA
BYG BIG YELLOW GROUP PLC
COFB COFINIMMO SA
NEM NEMETSCHEK SE
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
FCC FOMENTO DE CONSTRUCCIONES Y CONTRATAS S.A.
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
AMS AMADEUS IT GROUP SA CLASS A
CARM CARMILA SAS
EVK EVONIK INDUSTRIES AG
LEG LEG IMMOBILIEN AG
CPINV CARE PROPERTY INVEST SA
SAFE SAFESTORE HOLDINGS PLC
ANDR ANDRITZ AG
ARG ARGAN SA
VGP VGP NV
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
WLN WORLDLINE SA
MERLIN MERLIN PROPERTIES SOCIMI S.A.
CLNX CELLNEX TELECOM S.A.
RACE FERRARI NV
DKG DEUTSCHE KONSUM REIT-AG
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
PIRC PIRELLI & C. S.P.A.
REY REPLY S.P.A.
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
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
KBX KNORR-BREMSE AG
NEXI NEXI S.P.A.
CPR DAVIDE CAMPARI-MILANO N.V.
WDP WAREHOUSES DE PAUW SCA
UMG UNIVERSAL MUSIC GROUP NV
ECMPA EUROCOMMERCIAL PROPERTIES NV
DTG DAIMLER TRUCK
CTPNV CTP NV
ONE ONE UNITED PROPERTIES SA
SHUR SHURGARD SELF STORAGE LIMITED
TEN TENARIS S.A.
Carole Braudeau
  • Carole Braudeau
AXA AXA
CEC CECONOMY AG ... (+13)

Morning Crédit 01/08/2025

ELO : S&P abaisse la perspective de stable à négative sur le rating BB-|ZF H1 25 results: Better than one could have feared… but some water into the wine|Emeria annonce la cession d’Assurimo|Viridien: Profitability improvement, good FCF generation, and guidance confirmed|

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