reports
- ING Helpdesk
Benelux Morning Notes
Azelis: 1Q26 Adj. EBITA beats by 6%, APAC returns to growth and solid FCF. BE Semiconductor Industries: 1Q26 results, solid Hybrid Bonding orders. Fugro: 1Q26: Optimism not yet justified. Gecina: Open to share buybacks. Heineken: So long, Dolf. Kinepolis: Strong 1Q26 visitors, good start to 2Q, country mix disappoints. MICC: Consensus publication for 1Q26. Ontex: Peer Essity 1Q26 results. RELX: 1Q26 trading update – outlook reiterated, execution on track
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Kristof Samoy
- Livio Luyten
- Lynn Hautekeete
- Michiel Declercq
- Thibault Leneeuw
- Wim Hoste
- Wim Lewi
- ING Helpdesk
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Wim Lewi
- Jacob Mekhael
UCB Neurona acquisition expands epilepsy portfolio
UCB announced that it has entered into a definitive agreement to acquire Neurona Therapeutics, including lead epilepsy cell therapy asset NRTX-1001, for a $ 650m upfront and up to $ 500m in potential milestones. We're encouraged by NRTX-1001's phase 1/2 data showing approx. 80% reduction in disabling seizures at 4-6 months post administration in drug-resistant unilateral mesial temporal lobe epilepsy (MTLE), with or without mesial temporal sclerosis (MTS), and look forward to the phase 3 progra...
- Jacob Mekhael
- Lynn Hautekeete
- Thibault Leneeuw
- Wim Hoste
- Wim Lewi
- Jacob Mekhael
UCB Presents real world data in epilepsy at AAN
UCB presented new global, real-world, patient-centric data that highlighted quality of life impacts for epilepsy patients and caregivers at the American Academy of Neurology (AAN) conference, being held 18-22 April. The data shows the impact of sleep disturbances on activities of daily living (ADL) and communication, the negative impact of prolonged seizures on daily activities including work productivity, and the benefit of treatment persistence with Fintepla, which led to reduced healthcare re...
- ING Helpdesk
Benelux Morning Notes
Belfius: strategy 2030 vs FY25 results: acceleration to +5% CAGR. dsm-firmenich: Givaudan 1Q26 trading update. D'Ieteren: Carglass's exclusive mobile ADAS calibration launch in France. EVS: €5m share buy-back programme. SBM Offshore: SEAP & Nigeria. Staffing sector: PageGroup 1Q26 trading update. TomTom: Preview 1Q26, no material changes expected. Zabka: 1Q26 Preview
- Guy Sips
- Michiel Declercq
Publication of the 2025 annual report and convening notice for the Ord...
Publication of the 2025 annual report and convening notice for the Ordinary and Extraordinary General Meeting Publication of the 2025 annual report and convening notice for the Ordinary and Extraordinary General Meeting Regulated information 10 April 2026, 8 a.m. CET Kinepolis Group NV presents its integrated annual report 2025, with a comprehensive overview of the Group's strategic, financial, operational and ESG performance for the year 2025. The report is available in English and Dutch and can be accessed Kinepolis' annual report 2025 includes a sustainability statement prepared in...
Publication du rapport annuel 2025 et convocation à l’Assemblée généra...
Publication du rapport annuel 2025 et convocation à l’Assemblée générale ordinaire et extraordinaire Publication du rapport annuel 2025 et convocation à l’Assemblée générale ordinaire et extraordinaire Information réglementée 10 avril 2026, 8h00 CET Kinepolis Group SA présente son rapport annuel intégré 2025, avec un aperçu complet des performances stratégiques, financières, opérationnelles et ESG du Groupe pour l'année 2025. Le rapport est disponible en anglais et en néerlandais et peut être consulté Le rapport annuel 2025 de Kinepolis intègre un rapport de durabilité préparé conform...
Publicatie jaarverslag 2025 en oproeping Gewone en Buitengewone Algeme...
Publicatie jaarverslag 2025 en oproeping Gewone en Buitengewone Algemene Vergadering Publicatie jaarverslag 2025 en oproeping Gewone en Buitengewone Algemene Vergadering Gereglementeerd bericht 10 april 2026, 8u00 CET Kinepolis Group NV presenteert haar geïntegreerd jaarverslag 2025, met een uitgebreid overzicht van de strategische, financiële, operationele en ESG-prestaties van de Groep over het jaar 2025. Het verslag is beschikbaar in het Engels en Nederlands en kan worden geraadpleegd Kinepolis’ jaarverslag 2025 bevat een duurzaamheidsverslag opgesteld in ov...
- ING Helpdesk
Benelux Morning Notes
Aalberts: Preview - market conditions remain volatile in 1Q26. Air France-KLM: Pre earnings call; focus on fuel. Belfius: Fast developments, new plan to 2030. Kinepolis: March reassures, US box office revenue up 68% YoY, France visitors up 1% YoY. Shell: 1Q26 update: better than expected. Universal Music Group: Pershing presentation, UMG confirms unsolicited proposal
- Guy Sips
- Jacob Mekhael
- Kristof Samoy
- Livio Luyten
- Michiel Declercq
- Thibault Leneeuw
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
Dynamic Top Pick List Update April 2026: Adding Fagron
The tariff war between US and China has eased, but with the Iran conflict and an erratic Trump, uncertainty will continues unabated. Energy prices have gone ballistic, with gas prices doubling in Europe and has hit the cyclical stocks hard. KBC macro-econimists have hiked the inflation expectation for 2026 from 1.9% to 3.3%. While the macro-economic impact has been limited so far, a prolonged uncertain situation will result in economic damage. We continue our defensive stance in our Benelux Dyna...
FAGR FAGRON SA
WKL WOLTERS KLUWER NV
EVS EVS BROADCAST EQUIPMENT SA
UCB UCB S.A.
DIE D'IETEREN SA
SOF SOFINA SA
IBAB ION BEAM APPLICATIONS SA
ROYAL VOPAK NV
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
- Jacob Mekhael
UCB Kygevvi receives EC approval in ultra-rare disease TK2d
UCB announced that the European Commission approved Kygevvi (doxecitine and doxribtimine) under exceptional circumstances as the first and only treatment for paediatric and adult patients with genetically confirmed thymidine kinase 2 deficiency (TK2d) with an age of symptom onset on or before 12 years. The approval comes after the positive CHMP opinion announced in February 2026. Beyond the EU, the product received FDA approval in the US in 4Q25. € 284 TP and BUY maintained.
- Guy Sips
- Jacob Mekhael
- Mathijs Geerts Danau
- Wim Lewi
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Livio Luyten
- Michiel Declercq
- Wim Lewi
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.