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ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Ageas: Highlights ING Benelux Conference London. Alfen: Highlights from ING Benelux Conference London. Arcadis: Highlights ING Benelux Conference London. ASR: Highlights ING Benelux Conference London. BAM: Highlights ING Benelux Conference London. Basic-Fit: Highlights ING Benelux Conference London. CTP: Highlights from ING Benelux Conference London. DEME Group: Highlights ING Benelux Conference London. Fugro: Highlights ING Benelux Conference London. Heijmans: Highlights ING Bene...

Jacob Mekhael
  • Jacob Mekhael

Onward Medical Receives CE Mark certification for ARC-EX in the EU

Onward announced it has received CE Mark certification for its ARC-EX System under the European Union Medical Device Regulation (MDR), enabling commercialisation in the European Union and certain other countries. We note the label includes home use as well as clinic use which is an important driver for broader commercial uptake. Onward plans to begin EU launch in the coming weeks, starting with Germany. From our conversations with management, we don't expect a significant delta on EU pricing vs....

Hilde Van Boxstael ... (+5)
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Kristof Samoy
  • Michiel Declercq
  • Wim Lewi
 PRESS RELEASE

ONWARD Medical Receives CE Mark for ARC-EX, Enabling Commercial Launch...

ONWARD Medical Receives CE Mark for ARC-EX, Enabling Commercial Launch of Breakthrough Spinal Cord Stimulation System in Europe THIS PRESS RELEASE CONTAINS INSIDE INFORMATION WITHIN THE MEANING OF ARTICLE 7(1) OF THE EUROPEAN MARKET ABUSE REGULATION (596/2014) The CE Mark certification allows marketing for both clinic and home useFirst commercial sales of the ARC-EX® System in Europe are expected in Q4 2025The CE Mark enables commercialization in the European Union and facilitates a streamlined regulatory pathway in other countries, including in the UK and Switzerland EINDHOVEN, the Nethe...

 PRESS RELEASE

Vopak Terquimsa divested terminal in Barcelona

Vopak Terquimsa divested terminal in Barcelona Vopak Terquimsa divested terminal in BarcelonaRotterdam, the Netherlands, 8 September 2025Vopak Terquimsa, (a joint venture in which Vopak has a 50% share) has divested its Barcelona terminal to Tradebe Port Services. The Barcelona terminal is mainly used for the storage of petroleum products, chemicals and vegetable oils.The Barcelona terminal is for Vopak less strategically attractive, Vopak remains a 50% shareholder in Vopak Terquimsa Tarragona, this terminal is located within the industrial cluster of Tarragona, Spain.Vopak will report an e...

Guy Sips ... (+8)
  • Guy Sips
  • Hilde Van Boxstael
  • Kristof Samoy
  • Livio Luyten
  • Michiel Declercq
  • Thibault Leneeuw
  • Wim Hoste
  • Wim Lewi

Dynamic Top Pick List Update September: Adding AB InBev and Exor

In this September update we added 2 stocks to the KBC Securities Dynamic Top Pick List : We added AB InBev after the share price weakened post-2Q results. ABI's 2Q volumes fell 1.9% organically, below expectations, mainly due to a 9% drop in Brazil where a price hike led to temporary market share loss. However, strong revenue per hl growth (+4.9%) drove a 6.5% organic EBITDA increase, with 1H growth at +7.2%, near the top of FY guidance (+4–8%). AB InBev, the world's largest brewer, generates ...

Jacob Mekhael
  • Jacob Mekhael

Onward Medical 1H25 update shows ARC-EX launch on track, home use labe...

Onward reported 1H25 results demonstrating positive execution with the company achieving its internal target of selling 30 devices as part of the planned phased launch of the ARC-EX device in the US. We are encouraged to learn that the company expects continued demand for the remainder of the year to meet its FY25 targets (KBCSe: 193 devices). Timelines were reiterated, and we look forward to the home use label expected by YE25, which we view as an important driver for broader commercial uptake ...

Jacob Mekhael ... (+3)
  • Jacob Mekhael
  • Livio Luyten
  • Thomas Couvreur
 PRESS RELEASE

ONWARD Medical Demonstrates Commercial Traction and Advances Pipeline ...

ONWARD Medical Demonstrates Commercial Traction and Advances Pipeline in the First Half of 2025 THIS PRESS RELEASE CONTAINS INSIDE INFORMATION WITHIN THE MEANING OF ARTICLE 7(1) OF THE EUROPEAN MARKET ABUSE REGULATION (596/2014) EINDHOVEN, The Netherlands, Sept. 02, 2025 (GLOBE NEWSWIRE) -- ONWARD Medical N.V. (Euronext: ONWD – US ADR: ONWRY), the leading neurotechnology company pioneering therapies to restore movement, function, and independence in people with spinal cord injuries (SCI) and other movement disabilities, today announces its results for the first half of 2025: Commercial ...

Jacob Mekhael
  • Jacob Mekhael
Jacob Mekhael
  • Jacob Mekhael

Onward Medical Receives FDA green light to begin pivotal ARC-IM blood ...

Onward announced that it has received FDA investigational device exemption (IDE) approval to initiate the pivotal Empower BP study with the ARC-IM implantable system to address blood pressure instability after spinal cord injury (SCI). First patient enrolment in the pivotal study is anticipated before YE25, and we look forward to the detailed interim analysis from an earlier feasibility study due later this year, as well as additional details on the pivotal study design and timelines. We reitera...

 PRESS RELEASE

ONWARD Medical Receives FDA IDE Approval to Initiate the Empower BP Pi...

ONWARD Medical Receives FDA IDE Approval to Initiate the Empower BP Pivotal Study with the ARC-IM System THIS PRESS RELEASE CONTAINS INSIDE INFORMATION WITHIN THE MEANING OF ARTICLE 7(1) OF THE EUROPEAN MARKET ABUSE REGULATION (596/2014) The investigational device exemption (IDE) allows initiation of a global pivotal study designed to assess the safety and efficacy of the ARCIM System®, an implantable neurostimulation technology developed to address blood pressure instability after spinal cord injury (SCI).Managing blood pressure instability is a major unmet need after SCI, with a signific...

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

Kristof Samoy
  • Kristof Samoy

Vopak FID on new LPG greenfield terminal by Indian JV AVTL

42% owned AVTL announced a €170m investment in a greenfield LPG terminal and bottling plant. LPG demand in India has grown at a 7.3% CAGR over the past decade with further attractive growth in demand and terminal imports expected. The Indian JV AVTL was recently listed and the IPO proceeds amounted to ca. €290m to be deployed for debt repayment and further growth initiatives. The listing frees up cash at the Vopak holding which can be deployed for funding other investments or additional sharehol...

Guy Sips ... (+6)
  • Guy Sips
  • Hilde Van Boxstael
  • Kristof Samoy
  • Michiel Declercq
  • Thomas Couvreur
  • Wim Lewi
 PRESS RELEASE

AVTL to develop new terminal in JNPA, India

AVTL to develop new terminal in JNPA, India AVTL to develop new terminal in JNPA, IndiaRotterdam, the Netherlands, 8 August 2025In India, AVTL announced a positive final investment decision to build a greenfield terminal for 132k cbm LPG and 318k cbm liquid products and a LPG bottling plant of 35,000MT capacity in the JNPA port in Mumbai. This is AVTL's second terminal in the JNPA port which will help grow its market share in servicing a highly industrialized and fast growing hinterland of West and central regions in India. The terminal is expected to be commissioned in phases starting mid ...

 PRESS RELEASE

ONWARD Medical gibt Ernennung von Lucas Buchanan als Vorstandsmitglied...

ONWARD Medical gibt Ernennung von Lucas Buchanan als Vorstandsmitglied bekannt Buchanan ist ehemaliger CFO und COO von Silk Road Medical, wo er erfolgreich ein Medizintechnikunternehmen in der Wachstumsphase skalierte, das schließlich von Boston Scientific übernommen wurde.Buchanan, früher Risikokapitalgeber bei der Vertical Group, ist außerdem aktiver Investor, Berater und Vorstandsmitglied mehrerer innovativer Medizintechnikunternehmen und Gesundheitsinvestitionsfonds. EINDHOVEN, Niederlande, Aug. 06, 2025 (GLOBE NEWSWIRE) -- ONWARD Medical N.V. (Euronext: ONWD und US OTCQX: ONWRY), da...

 PRESS RELEASE

ONWARD Medical annonce la nomination de Lucas Buchanan à son conseil d...

ONWARD Medical annonce la nomination de Lucas Buchanan à son conseil d’administration M. Buchanan est l’ancien directeur financier et directeur des opérations de Silk Road Medical, où il a développé avec succès une entreprise de dispositifs médicaux en phase de croissance, aboutissant à son acquisition par Boston Scientific.Ancien investisseur en capital-risque chez Vertical Group, M. Buchanan est également un investisseur actif, conseiller et membre du conseil d’administration de plusieurs entreprises innovantes dans le domaine des dispositifs médicaux et de fonds d’investissement dans le ...

Jacob Mekhael ... (+5)
  • Jacob Mekhael
  • Lynn Hautekeete
  • Mathijs Geerts Danau
  • Michiel Declercq
  • Thomas Couvreur

Morning Notes : ABN NA, AD NA, HOMI BB, MDXH BB, NN NA, SEQUA BB, ONWD...

: ABN NA, AD NA, HOMI BB, MDXH BB, NN NA, SEQUA BB, ONWD BB, MRUS US

 PRESS RELEASE

ONWARD Medical Announces the Appointment of Lucas Buchanan to its Boar...

ONWARD Medical Announces the Appointment of Lucas Buchanan to its Board of Directors Buchanan is former CFO and COO of Silk Road Medical, where he successfully scaled a growth-stage medical device company, leading to an acquisition by Boston Scientific. Buchanan, formerly a venture capitalist with the Vertical Group, is also an active investor, advisor, and board member for several innovative medical device companies and healthcare investment funds. EINDHOVEN, The Netherlands, Aug. 06, 2025 (GLOBE NEWSWIRE) -- ONWARD Medical N.V. (Euronext: ONWD and US OTCQX: ONWRY), the leading neurote...

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