MONT-SAINT-GUIBERT, Belgique--(BUSINESS WIRE)-- Regulatory News: Celyad Oncology (Euronext: CYAD) (la “Société”), annonce aujourd'hui la présentation de deux posters lors de la 39e réunion annuelle de la Society for Immunotherapy of Cancer (SITC), qui se tiendra à Houston du 6 au 10 novembre 2024. Détail des Présentations de Posters Abstract 262: PSMA/NKG2DL tandem CAR T-cells to overcome antigen heterogeneity and improve anti-tumor efficacy against prostate cancer. Présentation le samedi 9 novembre à la session de posters (Cellular Therapies) Abstract 1133: Efficient, safe and customiza...
We maintain a defensive stance on the market for 2H24. The long anticipated expectations for interest rate cuts by central banks will finally come to pass. The election fever in the US is reaching boiling point and the conversations are becoming more polarised than before. Also corporate profit growth in Europe slows and the French elections have cast a negative spell. In Germany by-elections in the Eastern part showed a shift to extreme right and left that will make budget decisions even more ...
The rate cut carried out and yet to come (ECB: -125bp to -150bp to come by end-2025e) is a real driver for listed real estate and creates the conditions enabling it to outperform. In this context, we are lifting 23 target prices for the 42 stocks covered. Covivio, CTP, Merlin Properties, URW, Vonovia and Xior Student Housing are now our Top Picks. Aedifica (Outperform vs Neutral) should also benefit. Lastly, we are lowering Care Property to Neutral and SFL to Underperform. - >...
La baisse de taux actée et à venir (BCE : -125 à 150 pb à venir d’ici fin 2025e) agit comme un véritable catalyseur pour l’immobilier côté et crée les conditions lui permettant de surperformer. Dans ce cadre, nous relevons 23 objectifs de cours sur 42 valeurs suivies. Covivio, CTP, Merlin Properties, URW, Vonovia et Xior Student Housing constituent désormais nos top picks. Aedifica (Surperformance vs Neutre) devrait également en bénéficier. Enfin, nous abaissons Care Property à N...
We refresh our ING Benelux Favourites list. We still apply a fundamental bottom up approach in which we select stocks that provide the best (relative) upside within our Benelux coverage universe and these stocks need clear catalysts. Besides this, we screen our ING Benelux coverage universe on some key investment themes that are topical and which could affect earnings potential and thus a stock's share price performance: (1) interest rate/refinancing opportunity in a lower rates environment; (2)...
ASR remains on our ING Benelux Favourites list (see our report ING Benelux Favourites, 27 September 2024). As the integration of AEGON NL progresses, ASR is positioning to capture an increased market share in the Dutch life market as the pension reform picks up speed. This is core for ASR to instil growth in the long term (we assume growth of only 1% of OCG over 2028-31F). While the reduction of AEGON's stake in ASR remains a brake, we still believe that there is upside in the low-balled share b...
We take a fresh look at Cofinimmo, raising our target price to €76.5 (from €71.0) and upgrading from Hold to BUY. We think the strong effort on disposals and the firm stance on dividend over the last 2 years are both shareholder friendly and epitomise “self-help”. We expect LTV to be at c.43-44% by year-end - newsflow on sales will accelerate until December, with many deals currently under negotiation, and the c.€270m disposals ambition has been recently reiterated. Deleveraging is expected to ...
MONT-SAINT-GUIBERT, Belgique--(BUSINESS WIRE)-- Regulatory News: Celyad Oncology SA (Euronext & Nasdaq : CYAD) (la « Société » ou « Celyad ») est heureuse d’annoncer la nomination de Matt Kane au poste de Directeur Général (Chief Executive Officer ou CEO en anglais), à compter du 1er octobre 2024. Matt Kane est un dirigeant chevronné avec plus de 20 ans d’expérience en entrepreneuriat, CEO et membre de conseil d’administration. M. Kane a été un des pionniers de l’édition de génome et a dirigé le développement de la première technologie d’édition à recevoir l’autorisation d’évaluation cliniqu...
MONT-SAINT-GUIBERT, Belgique--(BUSINESS WIRE)-- Regulatory News: Celyad Oncology (Euronext: CYAD) (la “Société”), annonce aujourd'hui ses résultats financiers pour le premier semestre 2024 clos le 30 juin 2024, et fait le point sur ses activités. Michel Lussier, CEO par intérim de Celyad Oncologie, a commenté : “Celyad Oncology continue de faire des progrès remarquables dans le développement de technologies de pointe pour la thérapie à base de lymphocytes T à récepteur antigénique chimérique (CAR-T). Notre plateforme multiplex révolutionne le potentiel des cellules CAR -T, tandis que notre p...
1M Performance - Absolute: During July'24 (1M period), the KBCS Holdings Universe posted a return of 0.5% which was mainly driven by multi-asset holdings (+1.7%) while single-asset holdings posted a negative return of -1.3%. The 3 top performers during the period were HAL Trust (+5.1%), Texaf (+2.9%), and The Infrastructure Company (TINC, +9.6%) while the 3 worst performers were Brederode (-2.8%), Solvac (-5.3%), and Whitestone Group (-7.2%). YTD Performance - Relative: On a YTD basis (as of A...
In this September update of our Dynamic Top Pick List we make 4 changes. •We include Cofinimmo in our Dynamic Top Pick List after our recent upgrade from Accumulate to Buy. We expect the name to outperform in a decreasing interest rate environment given its relatively high leverage and cheap valuation. We also believe the risk of a dilutive equity raise eased when the FY24 capex decreased from € 320m to € 250m. The management stays disciplined in its capex program and continues to focus on asse...
In this company note we upgrade Cofinimmo from Accumulate to Buy. We expect the name to outperform in a decreasing interest rate environment given its relatively high leverage and cheap valuation. We also believe the risk of a dilutive equity raise eased when the FY24 capex decreased from EUR 320m to EUR 250m. The management stays disciplined in its capex program and continues to focus on asset rotation. By taking into account similar fair value corrections as 1H24, we forecast the YE24 debt rat...
>Dutch real estate transfer tax to be reduced from 10.4% to 8% - The Dutch government will reduce the transfer tax for commercial buyers to 8%, according to leaked documents that newspaper De Telegraaf released. This is still more than the 6% it was before 2021, but less than the current 10.4%. The budget has now been sent to the Council of State. On “Prinsjesdag”, September 17, the House of Representatives will officially receive the plans, and the budget will be mad...
Ackermans & van Haaren: Indian participation casts shadow over excellent result of core segments. ASML: Spotlight on export restrictions again. Basic-Fit: Dutch parliament persists in plans to raise VAT for oa Sports to 21%. CFE: Earnings quality improved in challenging markets. Eurocommercial Properties: Better numbers, guidance moved toward the higher end of the range. OCI: IFCO sale successfully closed, cash return unlocked Recticel: Solid 1H24 beat, FY guidance may disappoint. SIF Grou...
Summary Marketline's EXOR S.p.A. Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by EXOR S.p.A. - Mergers & Acquisitions (M&A), Partnerships & Alliances since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports off...
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