reports
- Robert Jan Vos
- Usama Tariq
- Roy Külter
- Steven Boumans
OUT1V OUTOKUMPU OYJ
TYRES NOKIAN RENKAAT OYJ
FAGR FAGRON SA
LSS LECTRA SA
ERA ERAMET SA
KWS KWS SAAT SE & CO KGAA
TIETO TIETOEVRY OYJ
DOC DO & CO AKTIENGESELLSCHAFT
COK CANCOM SE
MONT MONTEA SCA
KENDR KENDRION NV
ONTEX ONTEX GROUP N.V.
FLU FLUGHAFEN WIEN AG
ECONT ECONOCOM GROUP SE CLASS D
BFSA BEFESA SA
PWG PRODWAYS GROUP SA
CLA CLARANOVA SE
AERO MONTANA AEROSPACE AG
VT5 VT5 ACQUISITION COMPANY AG
FLOW FLOW TRADERS LTD
- Roy Külter
- Steven Boumans
OUT1V OUTOKUMPU OYJ
TYRES NOKIAN RENKAAT OYJ
FAGR FAGRON SA
LSS LECTRA SA
ERA ERAMET SA
KWS KWS SAAT SE & CO KGAA
TIETO TIETOEVRY OYJ
DOC DO & CO AKTIENGESELLSCHAFT
COK CANCOM SE
MONT MONTEA SCA
KENDR KENDRION NV
ONTEX ONTEX GROUP N.V.
FLU FLUGHAFEN WIEN AG
ECONT ECONOCOM GROUP SE CLASS D
BFSA BEFESA SA
PWG PRODWAYS GROUP SA
CLA CLARANOVA SE
AERO MONTANA AEROSPACE AG
VT5 VT5 ACQUISITION COMPANY AG
FLOW FLOW TRADERS LTD
- ING Helpdesk
Benelux Morning Notes
Company comments AB InBev: Little to disappoint Adyen: 2H25 results – mixed results, soft guidance CVC Capital Partners: Executing well dsm-firmenich: Messy results Fagron: Beat on all lines, confident FY26 outlook to drive c.5% consensus EBITDA upgrade Flow Traders: EMEA saves the day KBC: Good results, opening up “jaws” further to 2028 Kinepolis: Canadian peer Cineplex 4Q25 results below consensus, January 2026 box office revenue up MICC: FX headwind leads to a 50bp margin miss in FY25 Montea:...
ULVR UNILEVER PLC
KBC KBC GROUP N.V.
FAGR FAGRON SA
MONT MONTEA SCA
ONTEX ONTEX GROUP N.V.
KIN KINEPOLIS GROUP NV
NN NN GROUP N.V.
ABI ANHEUSER-BUSCH INBEV SA/NV
ADYEN ADYEN NV
WDP WAREHOUSES DE PAUW SCA
FLOW FLOW TRADERS LTD
DSFIR KONINKLIJKE DSM N.V.
CVC CVC CAPITAL PARTNERS PLC
MICC MAGNUM ICE CREAM COMPANY N.V. (THE)
- Hilde Van Boxstael
- Kristof Samoy
- Lynn Hautekeete
- Michiel Declercq
- Thibault Leneeuw
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
- Thibault Leneeuw
Fagron Solid FY25 Performance with Broad Based Momentum
Fagron delivered a solid FY25 performance, with revenue coming in 1% above CSS expectations, mainly supported by betterthanexpected growth in North America. REBITDA reached €193m, coming in 1.6% above CSS expectations, as all regions reported slightly higher margins than anticipated. Regionally, EMEA posted the strongest overall growth, driven by acquisitions, while North America and LatAm delivered DD organic growth at CER. For FY26, Fagron expects M to HSD organic growth at CER and a modest im...
Fagron continues its outstanding performance in FY 2025 with 9.2% topl...
Fagron continues its outstanding performance in FY 2025 with 9.2% topline growth and 10.9% increase in REBITDA Regulated informationNazareth (Belgium)/Rotterdam (The Netherlands), 12 February 2026 – 7AM CET Fagron continues its outstanding performance in FY 2025 with 9.2% topline growth and 10.9% increase in REBITDA Fagron, the leading global player in pharmaceutical compounding, today publishes its full year results for the period ending 31 December 2025. Key Highlights Strong revenue growth with 9.2% reported growth (12.9% at CER1) to reach €952.2 million, ahead of guidance and supp...
Fagron behoudt uitstekende prestaties in boekjaar 2025 met 9,2% omzetg...
Fagron behoudt uitstekende prestaties in boekjaar 2025 met 9,2% omzetgroei en een stijging van de REBITDA met 10,9% Gereglementeerde informatie Nazareth (België)/Rotterdam (Nederland), 12 februari 2026 – 7:00 AM CET Fagron behoudt uitstekende prestaties in boekjaar 2025 met 9,2% omzetgroei en een stijging van de REBITDA met 10,9% Fagron, de toonaangevende wereldwijde speler in farmaceutische bereidingen, publiceert vandaag haar jaarresultaten voor de periode eindigend op 31 december 2025. Belangrijkste hoogtepunten Sterke omzetgroei met een gerapporteerde stijging van 9,2% (12,9% tege...
- Stijn Demeester
Fagron/Compounding organic growth and accretive M&A/BUY
We raise our target price for Fagron from €25.5 to €27.0 ahead of its FY25 results on 12 February. We reiterate our BUY recommendation as the shares continue to offer a compelling combination of organic growth (2018-25F CAGR 8%, 2025-30F target HSD% to LDD%) and active and accretive M&A, in our view.
- Hilde Van Boxstael
- Jacob Mekhael
- Kristof Samoy
- Mathijs Geerts Danau
- Wim Lewi
- 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
Fagron obtains regulatory clearance for the acquisition of Vepakum in ...
Fagron obtains regulatory clearance for the acquisition of Vepakum in Brazil and completes the acquisition of Magilab in Hungary Regulated information - inside informationNazareth (Belgium)/Rotterdam (The Netherlands), 5 February 2026 Fagron obtains regulatory clearance for the acquisition of Vepakum in Brazil and completes the acquisition of Magilab in Hungary Additionally, the completion of Vepakum is expected to take place shortly. Following these milestones, Injeplast and Amber remain subject to closing, together with Vepakum. Vepakum Vepakum operates two facilities in São Paulo, ...
Fagron verkrijgt goedkeuring van lokale autoriteiten voor de overname ...
Fagron verkrijgt goedkeuring van lokale autoriteiten voor de overname van Vepakum in Brazilië en rondt de overname van Magilab in Hongarije af Gereglementeerde informatie - voorwetenschapNazareth (België)/Rotterdam (Nederland), 5 februari 2026 – 7:00 AM CET Fagron verkrijgt goedkeuring van lokale autoriteiten voor de overname van Vepakum in Brazilië en rondt de overname van Magilab in Hongarije af Daarnaast wordt verwacht dat de overname van Vepakum op korte termijn zal worden afgerond. Na deze mijlpalen blijven Injeplast en Amber, samen met Vepakum, onderhevig aan afronding. Vepakum V...
Inventiva to Present at the Guggenheim Emerging Outlook: Biotech Summi...
Inventiva to Present at the Guggenheim Emerging Outlook: Biotech Summit 2026 Daix (France), New York (United States), February 4, 2025 – (Euronext Paris and NASDAQ: ) (“Inventiva” or the “Company”), a clinical-stage biopharmaceutical company focused on the development of oral therapies for the treatment of metabolic dysfunction-associated steatohepatitis (“MASH”), today announced that CEO Andrew Obenshain has been invited to participate in a fireside chat at the upcoming Guggenheim Emerging Outlook: Biotech Summit 2026. The conference is being held February 11-12, 2026 at the Lotte New Yor...
Inventiva présentera au Guggenheim Emerging Outlook : Biotech Summit 2...
Inventiva présentera au Guggenheim Emerging Outlook : Biotech Summit 2026 Daix (France), New York (États-Unis), le 4 février 2026 – Inventiva (Euronext Paris et Nasdaq : IVA) (« Inventiva » ou la « Société »), société biopharmaceutique spécialisée dans le développement de thérapies orales pour le traitement de la stéatohépatite associée à un dysfonctionnement métabolique (« MASH »), a annoncé aujourd’hui que son Directeur général, Andrew Obenshain, a été invité à participer à un « fireside chat » lors du prochain Guggenheim Emerging Outlook: Biotech Summit 2026. La conférence se tiendra le...
- Livio Luyten
- Michiel Declercq
- Thibault Leneeuw
- Wim Hoste
Half-Year Review of Inventiva’s Liquidity Contract with Kepler Cheuvre...
Half-Year Review of Inventiva’s Liquidity Contract with Kepler Cheuvreux Daix (France), New York City (New York, United States), January 26, 2026 – Inventiva (Euronext Paris and Nasdaq: IVA) (“Inventiva” or the “Company”), a clinical-stage biopharmaceutical company focused on the development of oral small molecule therapies for the treatment of patients with metabolic dysfunction-associated steatohepatitis (“MASH”), today announced the half-year report of its liquidity contract with Kepler Cheuvreux. Under the liquidity contract granted to Kepler Cheuvreux by Inventiva, the following resou...
Bilan semestriel du contrat de liquidité de la société Inventiva concl...
Bilan semestriel du contrat de liquidité de la société Inventiva conclu avec Kepler Cheuvreux Daix (France), New York City (New York, Etats-Unis), le 26 janvier 2026 – Inventiva (Euronext Paris and Nasdaq: IVA) (la "Société"), société biopharmaceutique spécialisée dans le développement de thérapies orales pour le traitement de la stéatohépatite associée à un dysfonctionnement métabolique ("MASH"), annonce aujourd’hui le bilan semestriel de son contrat de liquidité conclu avec Kepler Cheuvreux. Au titre du contrat de liquidité portant sur les actions de la Société confié à Kepler Cheuvreux,...
- ING Helpdesk
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