reports
- Jacob Mekhael
- Michiel Declercq
- Thomas Vranken
Life Sciences Conference 26.09.2024
This conference booklet is your guide to our Life Sciences Conference set to take place on Thursday, 26 September 2024 at our historic building at Grand Place in Brussels. This event offers the possibility to have one-on-one meetings and/or join pitch sessions with the following companies and their top management: Public: AUTOLUS | GALAPAGOS | HYLORIS | INVENTIVA | MAAT PHARMA | ONWARD MEDICAL | SEQUANA MEDICAL | UCB | ZEALAND PHARMA Private: CONFO TX | MRM HEALTH | PANTERA | SKYLINE DX
- Guy Sips
Barco We took ‘One Look' at Barco an decided to lower the barrier
In 1H24, Barco's business was impacted by customer destocking in the Meeting Experience and Healthcare segments. In Entertainment, customers delayed investments as a result of a weak film slate and in anticipation of Barco's upcoming product launches. While visibility remains low, Barco has reason to look forward to a very different 2H24. But we now think it will be even more back-end loaded and somewhat milder than we originally expected. We maintain our positive stance - albeit with a slight...
- ING Helpdesk
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Michiel Declercq
- Wim Lewi
Galapagos receives transparency notification from EcoR1 Capital
Galapagos receives transparency notification from EcoR1 Capital Mechelen, Belgium; 16 September 2024, 22:01 CET; regulated information – Galapagos NV (Euronext & NASDAQ: GLPG) received a transparency notification from EcoR1 Capital LLC. Pursuant to Belgian transparency legislation1, Galapagos received a transparency notification on 13 September 2024 on behalf of Mr. Oleg Nodelman and EcoR1 Capital LLC, who notified that EcoR1 Capital LLC holds 6,713,553 of Galapagos’ voting rights, consisting of 839,388 ordinary shares and 5,874,165 American Depository Receipts, further to an acquisiti...
Galapagos ontvangt transparantieverklaring van EcoR1 Capital
Galapagos ontvangt transparantieverklaring van EcoR1 Capital Mechelen, België; 16 september 2024, 22:01 CET; gereglementeerde informatie – Galapagos NV (Euronext & NASDAQ: GLPG) heeft een kennisgeving van belangrijke deelneming ontvangen van EcoR1 Capital, LLC. Overeenkomstig de Belgische transparantiewetgeving1, heeft Galapagos op 13 september 2024 een kennisgeving van belangrijke deelneming ontvangen in naam van Dhr. Oleg Nodelman en EcoR1 Capital LLC, waarin staat dat EcoR1 Capital LLC 6.713.553 stemrechten in Galapagos bezit, bestaande uit 839.388 aandelen en 5.874.165 American Dep...
Fagron completes share buy-back program
Fagron completes share buy-back program Regulated informationNazareth (Belgium)/Rotterdam (The Netherlands), 13 September 2024 – 6PM CET Fagron completes share buy-back program Fagron has successfully completed its share buy-back program today. In the last period from 9 September 2024 through 13 September 2024, Fagron purchased 45,000 of its owns shares at an average price of € 19.10 per share corresponding to a total amount of € 859,324.10. A total of 150,000 Fagron shares have been repurchased under the buy-back program at an average price of € 19.06 per share, corresponding to a tota...
Voortgang aandeleninkoopprogramma Fagron
Voortgang aandeleninkoopprogramma Fagron Gereglementeerde informatie Nazareth (België)/Rotterdam (Nederland), 13 september 2024 – 18u CET Voortgang aandeleninkoopprogramma Fagron Fagron heeft vandaag het aandeleninkoopprogramma succesvol afgerond. In de laatste periode van 9 september 2024 tot en met 13 september 2024 heeft Fagron 45.000 eigen aandelen ingekocht voor een gemiddelde prijs van € 19,10 per aandeel wat overeenkomt met een totaalbedrag van € 859.324,10. Het totaal van 150.000 Fagron aandelen is aangekocht tegen een gemiddelde koers van € 19,06 per aandeel, wat overeenkomt me...
Aegon appoints Michele Bareggi as Chief Strategy, Transformation and G...
Aegon appoints Michele Bareggi as Chief Strategy, Transformation and Growth Officer The Hague, September 13, 2024 - Aegon today announces the appointment of Michele Bareggi as Chief Strategy, Transformation and Growth Officer, and member of Aegon’s Executive Committee, starting November 1, 2024. Michele succeeds Duncan Russell, who took on the role of Group CFO in September 2024. Mr. Bareggi brings over 25 years of experience in the financial services industry, including his tenure at Athora, a leading European savings and retirement services group. Mr. Bareggi has been instrumental in es...
- Sharad Kumar S.P
Holdings Report - August 2024 KBCS Holdings Universe Up 0.5% Thanks To...
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...
GBLB GROUPE BRUXELLES LAMBERT SA
HAL HAL TRUST
DIE D'IETEREN SA
SOF SOFINA SA
SOLV SOLVAC S.A.
GIMB GIMV NV
QFG QUEST FOR GROWTH
ACKB ACKERMANS & VAN HAAREN NV
TUB FINANCIERE DE TUBIZE S.A.
HEIO HEINEKEN HOLDING N.V.
KBCA KBC ANCORA SCA
TEXF TEXAF
BREB BREDERODE S.A.
TINC TINC COMM. VA
ROCK WHITESTONE GROUP
- Hans D’Haese
- Stijn Demeester
Gimv/Model finetune post 1Q24/25 trading update/HOLD
In a 1Q24/25 trading update that was published last week, Gimv announced a continued solid portfolio performance resulting in a positive platform portfolio return of 3.5%. This has led to an improved NAV/share of €52 at end-June, to which should be added a further €0.5/share thanks to the sale of Mega International to Bizzdesign. This positive update provides some comfort for the remainder of the year. Moreover, it seems that the lull in private equity deal activity that traditionally marks summ...
- ING Helpdesk
Benelux Morning Notes
ING Benelux Conference London: Aalberts, Arcadis, Azelis, Barco, Basic-Fit, Brunel International, DEME Group, Euronext, Fagron, Heijmans, Kinepolis, Lotus Bakeries, Melexis, Ontex, Randstad, Recticel, SBM Offshore, TKH Group, Van Lanschot Kempen Other company stories - OCI: Divestment of Methanol to Methanex for US$2.05bn, Staffing: US August temp volumes marginally better trend; NFP jobs miss
BFIT BASIC-FIT NV
SBMO SBM OFFSHORE NV
FAGR FAGRON SA
RAND RANDSTAD NV
LOTB LOTUS BAKERIES NV
REC RECTICEL SA
HEIJM HEIJMANS N.V. CERT
VLK
ARCAD VAN LANSCHOT KEMPEN NV CERT. OF SHS
AALB ARCADIS NV
OCI AALBERTS N.V.
BRNL OCI NV
ONTEX BRUNEL INTERNATIONAL N.V.
MELE ONTEX GROUP N.V.
TWEKA MELEXIS NV
KIN TKH GROUP N.V. CERT
BAR KINEPOLIS GROUP NV
AZE BARCO NV
DEME AZELIS GROUP NV
DEME GROUP NV
Fagron’s share buy-back program: Weekly update
Fagron’s share buy-back program: Weekly update Regulated informationNazareth (Belgium)/Rotterdam (The Netherlands), 6 September 2024 – 6PM CET Fagron’s share buy-back program: Weekly update In the period from 2 September 2024 through 6 September 2024, Fagron purchased 33,500 of its owns shares at an average price of € 19.17 per share corresponding to a total amount of € 642,302.02. These purchases are part of the share buy-back program of up to 150,000 Fagron shares to fulfill Fagron’s obligations under its long-term incentive scheme, which was announced on 1 August 2024. The total num...
Voortgang aandeleninkoopprogramma Fagron
Voortgang aandeleninkoopprogramma Fagron Gereglementeerde informatie Nazareth (België)/Rotterdam (Nederland), 6 september 2024 – 18u CET Voortgang aandeleninkoopprogramma Fagron In de periode van 2 september 2024 tot en met 6 september 2024 heeft Fagron 33.500 eigen aandelen ingekocht voor een gemiddelde prijs van € 19,17 per aandeel wat overeenkomt met een totaalbedrag van € 642.302,02. Deze aankopen zijn gedaan als onderdeel van het aandeleninkoopprogramma van maximaal 150.000 Fagron aandelen ter afdekking van Fagron’s verplichtingen uit hoofde van haar langetermijn variabele belonin...
- ING Helpdesk
- Guy Sips
- Hilde Van Boxstael
- Kristof Samoy
- Lynn Hautekeete
- Sharad Kumar S.P
- Wim Lewi
- Guy Sips
- Jacob Mekhael
- Kristof Samoy
- Lynn Hautekeete
- Michiel Declercq
- Sharad Kumar S.P
- Thibault Leneeuw
- Thomas Couvreur
- Thomas Vranken
- Wim Hoste
- Wim Lewi
Dynamic Top Pick List Update September 2024 –Cofinimmo & Kinepolis in;...
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...
BEKB BEKAERT SA
ABN ABN AMRO BANK NV DEPOSITARY RECEIPTS
FAGR FAGRON SA
EVS EVS BROADCAST EQUIPMENT SA
XIOR XIOR STUDENT HOUSING N.V.
SOLB SOLVAY SA
COFB COFINIMMO SA
DIE D'IETEREN SA
SOF SOFINA SA
VAN VAN DE VELDE S.A.
IBAB ION BEAM APPLICATIONS SA
ACKB ACKERMANS & VAN HAAREN NV
CPINV CARE PROPERTY INVEST SA
KIN KINEPOLIS GROUP NV
TINC TINC COMM. VA
FUR FUGRO NV
SYENS SYENSQO
Galapagos receives transparency notification from FMR LLC
Galapagos receives transparency notification from FMR LLC Mechelen, Belgium; 3 September 2024, 22:01 CET; regulated information – Galapagos NV (Euronext & NASDAQ: GLPG) received a transparency notification from FMR LLC. Pursuant to Belgian transparency legislation1, Galapagos received a transparency notification on 30 August 2024 from FMR LLC, who notified that it holds 2,687,116 of Galapagos’ voting rights, consisting of 2,686,016 ordinary shares and 1,100 equivalent financial instruments. FMR LLC controls investment funds Fidelity Management & Research Company LLC, FIAM LLC, Fidelity Man...
Galapagos ontvangt transparantieverklaring van FMR LLC
Galapagos ontvangt transparantieverklaring van FMR LLC Mechelen, België; 3 september 2024, 22:01 CET; gereglementeerde informatie – Galapagos NV (Euronext & NASDAQ: GLPG) heeft een kennisgeving van belangrijke deelneming ontvangen van FMR LLC. Overeenkomstig de Belgische transparantiewetgeving1, heeft Galapagos op 30 augustus 2024 een kennisgeving van belangrijke deelneming ontvangen van FMR LLC, waarin staat dat zij 2.687.116 stemrechten in Galapagos bezit, bestaande uit 2.686.016 aandelen en 1.100 gelijkgestelde financiële instrumenten. FMR LLC controleert beleggingsfondsen Fidelity Ma...
- Sharad Kumar S.P
Gimv 1Q FY25 trading update: Wider discount opens up buying opportunit...
Gimv's 1Q trading update highlighted that portfolio return came in at 3.5%, which led to a growth in the NAVps which currently is €52.0ps, net of the €2.6ps dividend (July'24). During 1Q, Gimv's portfolio companies grew both revenues and margins and are well positioned to achieve double-digit growth during 2024. EBITDA growth has been the main driver of value creation which will also have a positive impact on NAV. Gimv has signed an agreement to sell its participation in 1 portfolio company whic...
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