reports
- Hilde Van Boxstael
- Jacob Mekhael
- Kristof Samoy
- Lynn Hautekeete
- Wim Lewi
- Jacob Mekhael
MaaT Pharma We're confident going into MaaT013's phase 3 topline in aG...
With recruitment completed for the phase 3 trial of lead program MaaT013 in aGvHD, topline data with GI-ORR is pinned for January 2025. We preview the upcoming readout and expect 15-20% upside if our base case materialises. We update our model to increase our peak sales expectations for MaaT013 in aGvHD to € 170m (from € 100m), which ups our TP to € 16 (from € 14). While this initial program represents a smaller commercial opportunity for MaaT, we see the results for MaaT013 as key to validate t...
Brederode S.A: 1 director
A director at Brederode S.A bought 4,000 shares at 104.510EUR and the significance rating of the trade was 91/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly...
- Kristof Samoy
Aalberts Key take-aways CMD – Thrive 2030 – Refocus, Rebalance, Rechar...
Yesterday Aalberts hosted its CMD ‘Thrive 2030' spanning the 2025-2030 strategy cycle building on the interplay between three axes: Refocus, Rebalance, Recharge. Refocus will drive growth through strengthened leadership in attractive markets and brings along disposals. Rebalance should double US exposure and bring equal weight to the three reporting segments (Building, Semicon & Industry). Recharge entails intensified operational excellence, continued innovation & M&A as growth accelerator. An u...
- Hilde Van Boxstael
- Jacob Mekhael
- Kristof Samoy
- Michiel Declercq
- Wim Lewi
- Lynn Hautekeete
- Wim Lewi
Real Estate Report December 2024
BE-REITS suffer from macro-worries (logistics) and post-Trump knee-jerk reaction. We believe that especially money flows are pushing stocks down as interest rate fears resurfaced in the US. Our top-picks are Shurgard, WDP and Xior. SHUR and WDP have ample headroom on their balance sheet to continue their growth track record. WDP is also very cheap on cash earnings metrics vs. peers. Xior can grow and fix its balance sheet at the same time through contributions in kind.
LEAS LEASINVEST REAL ESTATE SCA
XIOR XIOR STUDENT HOUSING N.V.
COFB COFINIMMO SA
IMMO COMPAGNIE IMMOBILIERE DE BELGIQUE SA
RET RETAIL ESTATES 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
WDP WAREHOUSES DE PAUW SCA
CTPNV CTP NV
HOMI HOME INVEST BELGIUM
SHUR SHURGARD SELF STORAGE LIMITED
- Guy Sips
- Kristof Samoy
- Michiel Declercq
- Wim Hoste
Local Champions Midcap Conference Book 12.12.2024
This conference book is your guide to our annual Local Champions Mid Cap Conference set to take place on Thursday, 12 December 2024 at our historic building at Grand Place in Brussels. This event offers the possibility to have one-on-one meetings and/or attend small group sessions with the top management and/or IR of the following companies: BARCO | BEKAERT | DECEUNINCK | EKOPAK | EVS | GREENYARD | IBA | JENSEN | ONTEX | RECTICEL | VAN DE VELDE | WHAT'S COOKING? | XFAB
- Julian Dobrovolschi
- ING Helpdesk
- Kristof Samoy
Aalberts CMD with updated 2030 targets and adjusted segment reporting
Aalberts just issued a release ahead of today's CMD starting at 9.30am CET. While the previous strategy cycle (CMD Dec-21) ran from 2021-2026, the strategy cycle linked to today's CMD spans until 2030. As expected previous 2026 targets were reconfirmed, whilst fresh 2030 targets include a >€ 4.5bn revenue ambition and an EBITA margin >18%. Accumulate maintained.
- Guy Sips
- Jacob Mekhael
- Kristof Samoy
- Lynn Hautekeete
- Wim Lewi
- Martijn Den Drijver
- Jacob Mekhael
MaaT Pharma MaaT013 EAP data shows continued benefit, phase 3 topline ...
MaaT presented updated results from the early access program (EAP) for lead candidate MaaT013 (microbiome therapy, enema formulation) in aGvHD in Europe during the American Society of Hematology (ASH) conference. We continue to be encouraged by the strong responses observed in the subset of 58 patients resembling the population enrolled in the phase 3 (ARES) trial, which in our view provides comfort ahead of the upcoming topline readout in January 2025. We reiterate our € 14 TP and BUY rating.
Aalberts N.V.: Aalberts hosts 2024 capital markets day and sets 2030 o...
Aalberts N.V.: Aalberts hosts 2024 capital markets day and sets 2030 objectives Utrecht, 10 December 2024 key highlights on track and committed to realise 2026 objectivesintroducing long-term 2030 objectivesdrive profitable sustainable growth and enhance leadership positions by innovation, geographical expansion and accelerated portfolio optimisationdisciplined capital allocation with share buybackssimplified reporting structure with three business segments Aalberts ‘thrive 2030’ Aalberts will focus on leadership positions in three attractive end markets with high organic growth potenti...
CORRIGE ET REMPLACE : MaaT Pharma présente des données actualisées pos...
LYON, France--(BUSINESS WIRE)-- Regulatory News: Ce communiqué remplace celui publié le 9 décembre 2024 à 18h00 pour la raison suivante: Mise à jour du sous-titre. MaaT Pharma présente des données actualisées positives pour MaaT013 issues du programme d’accès compassionnel au Congrès Annuel 2024 de l’ASH MaaT Pharma organise un webinaire avec des experts le 17 décembre 2024 pour détailler les données et échanger sur les besoins médicaux non satisfaits dans la maladie aiguë du greffon contre l’hôte (aGvH) – Inscription . Taux de réponse durable à 28 jours : le taux de réponse globale g...
CORRECTING and REPLACING: MaaT Pharma Presented Positive Updated Data ...
LYON, France--(BUSINESS WIRE)-- Regulatory News: This replaces the announcement made at 18:00 CET on 9 December 2024 due to the following corrections: Updated subheadline. MaaT Pharma Presented Positive Updated Data on MaaT013 in the Early Access Program at ASH 2024 Annual Meeting MaaT Pharma to host a KOL webinar on December 17th, 2024, to discuss data and the unmet medical need in acute Graft-versus-Host Disease (aGvHD) - Register . Sustained High Response Rates at Day 28: Gastrointestinal Overall Response Rate (GI-ORR) was 51% and Overall Response Rate (ORR) for all organs was 49%....
MaaT Pharma présente des données actualisées positives pour MaaT013 is...
LYON, France--(BUSINESS WIRE)-- Regulatory News: (EURONEXT : MAAT - la « Société »), société de biotechnologies en stade clinique avancé, leader dans le développement de Microbiome Ecosystem TherapiesTM (MET) visant à améliorer la survie des patients atteints de cancers grâce à la modulation du système immunitaire, a annoncé aujourd’hui que le Professeur Florent Malard, professeur d’hématologie à l’hôpital Saint-Antoine (AP-HP) et à Sorbonne Université a détaillé les données actualisées portant sur 154 patients atteints de la maladie aiguë du greffon contre l’hôte (aGvH) traités avec MaaT01...
MaaT Pharma Presented Positive Updated Data on MaaT013 in the Early Ac...
LYON, France--(BUSINESS WIRE)-- Regulatory News: (EURONEXT: MAAT – the “Company”), a clinical-stage biotechnology company and a leader in the development of Microbiome Ecosystem TherapiesTM (MET) dedicated to enhancing survival for patients with cancer through immune modulation, announced that Prof. Malard, MD, hematology professor at Saint-Antoine Hospital and Sorbonne University, today detailed updated data for 154 patients with acute Graft-versus-Host Disease (aGvHD) treated with MaaT013 in Early Access Program (EAP) in Europe during the 66th American Society of Hematology (ASH) Annual M...
NOTICE OF A GENERAL MEETING OF IBA SA
NOTICE OF A GENERAL MEETING OF IBA SA NOTICE OF A GENERAL MEETING OF IBA SA 7 January 2025 at 10 a.m. Dear Shareholder, We have the honour of convening you to a General Meeting of IBA (the "GM") at the Company's [registered office] on 7 January 2025 at 10 a.m. in order to deliberate and vote on the items on the attached agenda. The GM will be held in person at the Company's [registered office]. There will also be an online webcast, accessible by prior registration only, but it will not be possible to vote online. This is a simple webcast. Shareholders are strongly encouraged to v...
IBA - Information réglementée
IBA - Information réglementée IBA SA – Information réglementée Le 6 décembre 2024,18:00 Publication effectuée en vertu de l’article 15 de la loi du 2 mai 2007 relative à la publicité des participations importantes dans des émetteurs dont les actions sont admises à la négociation sur un marché réglementé et portant des dispositions diverses (M.B. 12.VI.2007) (la « Loi ») En vertu de cette disposition : « [...] l'émetteur publie le total du capital, le nombre total de titres conférant le droit de vote et de droits de vote, ainsi que, par catégorie, le nombre de titres conférant le droit...
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