reports
- Roy Külter
- Steven Boumans
- Thijs Berkelder
- ING Helpdesk
- Guy Sips
- Jacob Mekhael
- Kristof Samoy
- Thomas Couvreur
- Thomas Vranken
- Wim Hoste
- Thomas Vranken
Biotalys FIRST LOOK: Unlocking post-harvest setting with AgroFresh par...
Biotalys has entered a collaboration with US-based AgroFresh Solutions to develop and commercialize its biocontrols for post-harvest use, targeting a $ ~300m global market. AgroFresh is a global leader in the post-harvest niche and featured $ 162m revenues at the time of its takeover by private equity Paine Schwartz in 2023, having grown significantly from ~300 to ~700 employees since then. We see the collaboration as highly complementary to Biotalys' pre-harvest efforts as it unlocks access to ...
- Guy Sips
Jensen-Group A good start of 2025 and aiming to stay on course
1Q25 order intake for Jensen-Group came in at €137.5m (+20% y/y) and 1Q25 revenues increased y/y 17% to a very nice €127.5m (KBCSe € 120.5m). 1Q EBIT was €16.6m (KBCSe €13.5m), compared to €11.2m in 1Q24, resulting in a very impressive 1Q25 EBIT margin of 13% (KBCSe 11.2%) compared to 10.3% in 1Q24. The 1Q25 net result amounted to €14.7m (KBCSe €10.8m) compared to €11.1m in 1Q24 or 1Q25 EPS of €1.55, y/y +34% as 1Q24 EPS was €1.15. We updated our model and as a result we increase our TP from €51...
Zealand Pharma continues to strengthen strategic leadership of innovat...
Zealand Pharma continues to strengthen strategic leadership of innovation in obesity and related conditions with appointment of Steven Johnson as Chief Development Officer Press release – No. 9 / 2025 Zealand Pharma continues to strengthen strategic leadership of innovation in obesity and related conditions with appointment of Steven Johnson as Chief Development Officer Steven will lead the regulatory and development strategies that position Zealand Pharma at the forefront of innovation in the management of obesity and other related complications He joins CMO David Kendall and recently...
Heineken N.V. reports the progress of transactions under its current s...
Heineken N.V. reports the progress of transactions under its current share buyback programme Heineken N.V. reports the progress of transactions under its current share buyback programme Amsterdam, 19 May 2025 - Heineken N.V. (EURONEXT: HEIA; OTCQX: HEINY) hereby reports transaction details related to the first €750 million tranche of its €1.5 billion share buyback programme as communicated on 12 February 2025. From 12 May 2025 up to and including 16 May 2025 a total of 75,895 shares were repurchased on exchange at an average price of € 78.42. During the same period, 74,909 shares were re...
- Guy Sips
- Jacob Mekhael
- Lynn Hautekeete
- Michiel Declercq
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
- ING Helpdesk
- Thomas Couvreur
ABN Amro FIRST LOOK: 1Q25 a mixed bag, but low impairments compensate
Loan volume growth largely compensates for lower than expected NIM. Fee Income is strong, but more than offset by weaker Other Income due to negative revaluations and weaker Treasury result. OPEX is slightly weaker as well, with a higher FTE increase than expected. Impairments remains incredibly low, resulting in a solid net result beat. At this moment we see limited room for increasing our estimates, changing our rating from Buy to Hold following the strong rally since December. A CMD will be h...
ABN AMRO Bank posts net profit of EUR 619 million in Q1 2025
ABN AMRO Bank posts net profit of EUR 619 million in Q1 2025 ABN AMRO Bank posts net profit of EUR 619 million in Q1 2025 14 May 2025 Key messages Solid results: Net profit of EUR 619 million, with a return on equity of around 10%Good business momentum: Mortgage portfolio grew by EUR 1.7 billion and corporate loans by EUR 0.9 billionResilient net interest income despite impact from lower short-term interest ratesContinued fee growth: Increase of 8% compared to Q1 2024, with contributions from all client unitsCost discipline: Underlying costs declined 5% compared to Q4 2024; guidance fo...
ABN AMRO Bank rapporteert netto winst van EUR 619 miljoen in Q1 2025
ABN AMRO Bank rapporteert netto winst van EUR 619 miljoen in Q1 2025 ABN AMRO Bank rapporteert netto winst van EUR 619 miljoen in Q1 2025 14 mei 2025 Key messages Solide resultaten: nettowinst van EUR 619 miljoen, met een rendement op eigen vermogen van circa 10%Zakelijk momentum goed: hypotheekportefeuille groeide met EUR 1,7 miljard en zakelijke leningen met EUR 0,9 miljardNetto rentebaten veerkrachtig ondanks invloed van lagere korte rentetarievenAanhoudende groei van provisies: 8% hoger dan in Q1 2024; alle client units hebben bijgedragenKostendiscipline: Onderliggende kosten 5% la...
Heineken N.V. reports the progress of transactions under its current s...
Heineken N.V. reports the progress of transactions under its current share buyback programme Heineken N.V. reports the progress of transactions under its current share buyback programme Amsterdam, 12 May 2025 - Heineken N.V. (EURONEXT: HEIA; OTCQX: HEINY) hereby reports transaction details related to the first €750 million tranche of its €1.5 billion share buyback programme as communicated on 12 February 2025. From 5 May 2025 up to and including 9 May 2025 a total of 75,000 shares were repurchased on exchange at an average price of € 79.12. During the same period, 75,015 shares were re...
- ING Helpdesk
- Jason Kalamboussis
ABN AMRO/Last hurdle/HOLD
We expect a strong set of results for 1Q25. Impairments should land lower this year than the through-the-cycle 15-20bp, but then with a lowering of the management overlay in 4Q and the current negative revisions of GDP growth expectations we may see a more normalised quarter in 1Q25 (we expect 12bp). Add-ons to RWAs of €3-5bn, while well flagged, will be a focal point to see where it lands since this could start determining the quantum of a potential Share Buyback with 2Q25 results. We expect a ...
Zealand Pharma to participate in upcoming healthcare investor conferen...
Zealand Pharma to participate in upcoming healthcare investor conferences in May and June 2025 Press release – No. 8 / 2025 Zealand Pharma to participate in upcoming healthcare investor conferences in May and June 2025 Copenhagen, Denmark, May 12, 2025 – Zealand Pharma A/S (Nasdaq: ZEAL) (CVR-no. 20045078), a biotechnology company focused on the discovery and development of innovative peptide-based medicines, today announced that the company will participate in the following healthcare investor conferences in May and June 2025: Bank of America Global Healthcare Conference, May 13-15 in L...
Zealand Pharma announces closing of collaboration and license agreemen...
Zealand Pharma announces closing of collaboration and license agreement with Roche Company announcement – No. 12 / 2025 Zealand Pharma announces closing of collaboration and license agreement with Roche Copenhagen, Denmark, May 9, 2025 – Zealand Pharma A/S ("the Company" or “Zealand Pharma”) (Nasdaq: ZEAL) (CVR-no. 20045078), a biotechnology company focused on the discovery and development of innovative peptide-based medicines, today announces that all closing conditions in the collaboration and license agreement with Roche have been satisfied, including regulatory conditions, and the ag...
- Hilde Van Boxstael
- Jacob Mekhael
- Michiel Declercq
- Thomas Vranken
- Wim Hoste
- Wim Lewi
- Jacob Mekhael
Zealand Pharma Uneventful 1Q25 results, dapi phase 1 higher dose data ...
Zealand reported uneventful 1Q25 results with a cash position of DKK 8,545m to be supplemented with a $1.4b (approx. DKK 9.24b) upfront from Roche in 2Q25. Pipeline timelines were reiterated, and while the later stage datasets are expected in 1H26, we look forward to results from the higher dose cohort from the phase 1b trial of dapiglutide (GLP-1/GLP-2 analog) in overweight/obese patients in 2Q25. In addition, we expect read-through from cagrisema's (GLP-1/amylin analog) full dataset potentiall...
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.