reports
- Guy Sips
- Jacob Mekhael
- Kristof Samoy
- Livio Luyten
- Lynn Hautekeete
- Michiel Declercq
- Thibault Leneeuw
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
Dynamic Top Pick List Update February 2026: Removing ASMi; Adding UCB
After today's changes (ASMi out, UCB in), we maintain a balanced approach in our Dynamic Top Pick List, with a particular emphasis on value stocks that have been overlooked. Our defensive holdings are overweight, including real estate, which stands to benefit from lower interest rates. We remove ASMi from our Dynamic Top Pick List as the recent share price performance has driven the valuation meaningfully ahead of fundamentals. Since early December, FY27 diluted EPS expectations have risen by a...
EVS EVS BROADCAST EQUIPMENT SA
UCB UCB S.A.
DIE D'IETEREN SA
SOF SOFINA SA
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
- Christophe-Raphaël Ganet
- Emmanuel Matot
- Thomas Zlowodzki
ACN ACCENTURE PLC CLASS A
INF INFOTEL SA
SCR SCOR SE
ASY ASSYSTEM SA
SWP SWORD GROUP SE
AUB AUBAY SA
VLS VALNEVA SE
ATE ALTEN SA
TPE PVA TEPLA AG
NEX NEXANS SA
CAP CAPGEMINI SE
SOI SOITEC SA
MTELEKOM MAGYAR TELEKOM TELECOMMUNICATIONS
VRNL VERNEUIL PARTICIPATIONS
CTAC CTAC N.V.
COK CANCOM SE
BC8 BECHTLE AG
ADN1 ADESSO AG
AALB AALBERTS N.V.
MELE MELEXIS NV
ALSN ALSO HOLDING AG
ECONT ECONOCOM GROUP SE CLASS D
UNI UNICAJA BANCO S.A.
NKT NKT A/S
REY REPLY S.P.A.
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
TOM2 TOMTOM NV
NA9 NAGARRO
HGEA HGEARS AG
ALVGO VOGO SA
AROBS AROBS TRANSILVANIA SOFTWARE SA
IOS IONOS GROUP SE
ATO ATOS SE
- Christophe-Raphaël Ganet
- Emmanuel Matot
- Thomas Zlowodzki
ACN ACCENTURE PLC CLASS A
INF INFOTEL SA
SCR SCOR SE
ASY ASSYSTEM SA
SWP SWORD GROUP SE
AUB AUBAY SA
VLS VALNEVA SE
ATE ALTEN SA
TPE PVA TEPLA AG
NEX NEXANS SA
CAP CAPGEMINI SE
SOI SOITEC SA
MTELEKOM MAGYAR TELEKOM TELECOMMUNICATIONS
VRNL VERNEUIL PARTICIPATIONS
CTAC CTAC N.V.
COK CANCOM SE
BC8 BECHTLE AG
ADN1 ADESSO AG
AALB AALBERTS N.V.
MELE MELEXIS NV
ALSN ALSO HOLDING AG
ECONT ECONOCOM GROUP SE CLASS D
UNI UNICAJA BANCO S.A.
NKT NKT A/S
REY REPLY S.P.A.
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
TOM2 TOMTOM NV
NA9 NAGARRO
HGEA HGEARS AG
ALVGO VOGO SA
AROBS AROBS TRANSILVANIA SOFTWARE SA
IOS IONOS GROUP SE
ATO ATOS SE
- Martijn Den Drijver
- ING Helpdesk
Benelux Morning Notes
Aalberts: Preview: Another quarter in no man's land? / Ahold Delhaize: Confirms the acquisition of Delfood / AGEAS: China – state to inject capital into insurers / AkzoNobel: Tepid 4Q25 results and FY26 outlook / D'Ieteren: Belgian car registrations down 19%, 65% of 2019 level, VW down only 5% / Xior Student Housing: Sound organic trends continue, two-year guidance revealed
- Ahmed Ben Salem
- Emira Sagaama
- Oddo Sustainability Team
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
VAC PIERRE & VACANCES SA
BIO BB BIOTECH AG
STF STEF
ITP INTERPARFUMS
SWP SWORD GROUP SE
GLO GL EVENTS SA
ACX ACERINOX SA
EBRO EBRO FOODS SA
ENI ENI S.P.A.
REP REPSOL SA
AALB AALBERTS N.V.
ARG ARGAN SA
FLU FLUGHAFEN WIEN AG
SIFG SIF HOLDING NV
SFSN SFS GROUP AG
BP. BP P.L.C.
FAST FASTNED
AZE AZELIS GROUP NV
SHEL SHELL PLC
7V0 DARWIN AG
ARYN ARYZTA AG
- Ahmed Ben Salem
- Emira Sagaama
- Oddo Sustainability Team
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
VAC PIERRE & VACANCES SA
BIO BB BIOTECH AG
STF STEF
ITP INTERPARFUMS
SWP SWORD GROUP SE
GLO GL EVENTS SA
ACX ACERINOX SA
EBRO EBRO FOODS SA
ENI ENI S.P.A.
REP REPSOL SA
AALB AALBERTS N.V.
ARG ARGAN SA
FLU FLUGHAFEN WIEN AG
SIFG SIF HOLDING NV
SFSN SFS GROUP AG
BP. BP P.L.C.
FAST FASTNED
AZE AZELIS GROUP NV
SHEL SHELL PLC
7V0 DARWIN AG
ARYN ARYZTA AG
- Martijn Den Drijver
- Jacob Mekhael
- Kristof Samoy
- Livio Luyten
- Wim Lewi
Argen X SE: 1 director
A director at Argen X SE sold after exercising options/sold 3,625 shares at 695.710EUR and the significance rating of the trade was 73/100. 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 t...
- Jacob Mekhael
argenx Vyvgart sBLA acceptance in seronegative gMG comes with priority...
argenx announced that the FDA has accepted for priority review a sBLA for Vyvgart IV for the treatment of adults with acetylcholine receptor antibody (AChR-Ab) seronegative generalized myasthenia gravis (gMG), with a PDUFA target action date of 10 May 2026. The sBLA acceptance and priority review for Vyvgart in seronegative gMG brings argenx a step closer to its aim of having the broadest possible label in this setting. argenx estimates the commercial opportunity for seronegative gMG could add 1...
- Jacob Mekhael
- Livio Luyten
- Mathijs Geerts Danau
- Wim Hoste
argenx Announces FDA Acceptance of Supplemental Biologics License Appl...
argenx Announces FDA Acceptance of Supplemental Biologics License Application with Priority Review for VYVGART in AChR-Ab Seronegative gMG January 13, 2026, 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 U.S. Food and Drug Administration (FDA) has accepted for priority review a supplemental Biologics License Application (sBLA) for VYVGART® (IV: efgartigimod alfa-fcab) for the treatment of adults with acetylcholine recepto...
- Bruno Cavalier
- Stephane Houri
SCHP SECHE ENVIRONNEMENT
ELIOR ELIOR GROUP SA
CLN CLARIANT AG
ADP AEROPORTS DE PARIS SA
DGE DIAGEO PLC
MC LVMH MOET HENNESSY LOUIS VUITTON SE
LISN CHOCOLADEFABRIKEN LINDT & SPRUENGLI AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
STF STEF
INF INFOTEL SA
UNIQA INSURANCE GROUP AG
DEC JCDECAUX SA
ITP INTERPARFUMS
EL ESSILORLUXOTTICA SA
ISS ISS A/S
BLC BASTIDE LE CONFORT MEDICAL SA
TEP TELEPERFORMANCE SE
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
BRBY BURBERRY GROUP PLC
VETO VETOQUINOL SA
MRN MERSEN SA
MTU MANITOU BF SA
LNA LNA SANTE SA
JCQ JACQUET METALS SA
CDA COMPAGNIE DES ALPES SA
MRK MERCK KGAA
KER KERING SA
VNA VONOVIA SE
RAND RANDSTAD NV
EOAN E.ON SE
TRI TRIGANO SA
CICN CICOREL HOLDING S.A.
HEI HEIDELBERGCEMENT AG
ERA ERAMET SA
EZJ EASYJET PLC
ELIS ELIS SA
01913 PRADA S.P.A.
IMPN IMPLENIA AG
SUN SULZER AG
ACKB ACKERMANS & VAN HAAREN NV
ELI ELIA GROUP SA/NV
AMS AMADEUS IT GROUP SA CLASS A
ASRNL ASR NEDERLAND NV
MONC MONCLER SPA
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
COL INMOBILIARIA COLONIAL SOCIMI SA
CSM CORBION NV
WLN WORLDLINE SA
NN NN GROUP N.V.
BIM BIOMERIEUX SA
ARGX ARGEN-X SE
RBO ROCHE BOBOIS INTERNATIONAL SAS
KBX KNORR-BREMSE AG
FDJ LA FRANCAISE DES JEUX SA
VK VALLOUREC SA
SFQ SAF-HOLLAND SE
BAR BARCO NV
FAST FASTNED
OVH OVH GROUPE
ZGN ERMENEGILDO ZEGNA NV
SHEL SHELL PLC
DEME DEME GROUP NV
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
TUI TUI AG
ORP ORPEA
ALHG LOUIS HACHETTE GROUP
LOUP SOCIETE L.D.C.
TKMS TKMS AG & CO. KGAA
- Bruno Cavalier
- Stephane Houri
SCHP SECHE ENVIRONNEMENT
ELIOR ELIOR GROUP SA
CLN CLARIANT AG
ADP AEROPORTS DE PARIS SA
DGE DIAGEO PLC
MC LVMH MOET HENNESSY LOUIS VUITTON SE
LISN CHOCOLADEFABRIKEN LINDT & SPRUENGLI AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
STF STEF
INF INFOTEL SA
UNIQA INSURANCE GROUP AG
DEC JCDECAUX SA
ITP INTERPARFUMS
EL ESSILORLUXOTTICA SA
ISS ISS A/S
BLC BASTIDE LE CONFORT MEDICAL SA
TEP TELEPERFORMANCE SE
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
BRBY BURBERRY GROUP PLC
VETO VETOQUINOL SA
MRN MERSEN SA
MTU MANITOU BF SA
LNA LNA SANTE SA
JCQ JACQUET METALS SA
CDA COMPAGNIE DES ALPES SA
MRK MERCK KGAA
KER KERING SA
VNA VONOVIA SE
RAND RANDSTAD NV
EOAN E.ON SE
TRI TRIGANO SA
CICN CICOREL HOLDING S.A.
HEI HEIDELBERGCEMENT AG
ERA ERAMET SA
EZJ EASYJET PLC
ELIS ELIS SA
01913 PRADA S.P.A.
IMPN IMPLENIA AG
SUN SULZER AG
ACKB ACKERMANS & VAN HAAREN NV
ELI ELIA GROUP SA/NV
AMS AMADEUS IT GROUP SA CLASS A
ASRNL ASR NEDERLAND NV
MONC MONCLER SPA
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
COL INMOBILIARIA COLONIAL SOCIMI SA
CSM CORBION NV
WLN WORLDLINE SA
NN NN GROUP N.V.
BIM BIOMERIEUX SA
ARGX ARGEN-X SE
RBO ROCHE BOBOIS INTERNATIONAL SAS
KBX KNORR-BREMSE AG
FDJ LA FRANCAISE DES JEUX SA
VK VALLOUREC SA
SFQ SAF-HOLLAND SE
BAR BARCO NV
FAST FASTNED
OVH OVH GROUPE
ZGN ERMENEGILDO ZEGNA NV
SHEL SHELL PLC
DEME DEME GROUP NV
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
TUI TUI AG
ORP ORPEA
ALHG LOUIS HACHETTE GROUP
LOUP SOCIETE L.D.C.
TKMS TKMS AG & CO. KGAA
- Hilde Van Boxstael
- Jacob Mekhael
- Mathijs Geerts Danau
- Wim Hoste
- Wim Lewi
- Jacob Mekhael
argenx 2026 strategic priorities includes narrowed guidance for phase ...
argenx outlined its strategic priorities for 2026 and shared preliminary Vyvgart sales numbers coming in at $ 4.15b for FY25, more or less in line with CSS of $ 4.13b. Looking ahead, 2026 is set to be a catalyst rich year with 4 registrational readouts and we note that argenx provided more specific timeline guidance for each trial, while the earlier stage pipeline progresses with multiple new additions, and a biotech collaboration. We continue to see upside for the stock in 2026 and maintain our...
argenx Highlights 2026 Strategic Priorities
argenx Highlights 2026 Strategic Priorities Reported $4.15 billion (YoY growth of +90%) in preliminary* full-year 2025 global product net sales, inclusive of $1.29 billion in fourth quarter sales VYVGART impact continues with approximately 19,000 patients on treatment; and if approved, AChR-Ab seronegative gMG launch expected by end of 2026 Four registrational readouts expected in 2026, including first for empasiprubart, to advance toward next wave of 2027 commercial launches Successfully advanced four new pipeline molecules in 2025; three new molecules to enter Phase 1 in 2026, contr...
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