reports
- Robert Jan Vos
- Usama Tariq
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Kristof Samoy
- Livio Luyten
- Michiel Declercq
- Thibault Leneeuw
- Wim Lewi
Fagron versnelt globale expansie met twee strategische overnames en ve...
Fagron versnelt globale expansie met twee strategische overnames en verkrijgt belangrijke licentie in Noord Amerika Gereglementeerde informatie - voorkennisNazareth (België)/Rotterdam (Nederland), 19 december 2025 – 7:00 AM CET Fagron versnelt globale expansie met twee strategische overnames en verkrijgt belangrijke licentie in Noord Amerika Fagron, de toonaangevende wereldwijde speler in farmaceutische bereidingen, is verheugd om twee strategische overnames aan te kondigen. Deze overnames helpen om onze globale aanwezigheid verder te versterken en capaciteiten te diversifiëren...
Fagron accelerates global expansion with two strategic acquisitions an...
Fagron accelerates global expansion with two strategic acquisitions and a key North American licensing milestone Regulated information - inside informationNazareth (Belgium)/Rotterdam (The Netherlands), 19 December 2025 – 7:00 AM CET Fagron accelerates global expansion with two strategic acquisitions and a key North American licensing milestone Fagron, the leading global player in pharmaceutical compounding, is pleased to announce two strategic acquisitions that further strengthen its global footprint and diversify its capabilities. These transactions include Amber Compounding Pharmacy, a...
- Hilde Van Boxstael
- Mathijs Geerts Danau
- Wim Lewi
- Mathijs Geerts Danau
Sequana Medical New DSR patent improves value of program
Sequana announces granting of a key additional methods and formulation patent for DSR. This patent increases durability and expands protection of Sequana's DSR IP, thereby improving its value. We note that the patent provides additional time for Sequana to secure dedicated financing to advance DSR toward the randomized controlled portion of the MOJAVE clinical study. We reiterate our BUY rating.
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Kristof Samoy
- Livio Luyten
- Mathijs Geerts Danau
- Michiel Declercq
- Wim Hoste
- Wim Lewi
- Guy Sips
- Jacob Mekhael
- Kristof Samoy
- Livio Luyten
- Lynn Hautekeete
- Mathijs Geerts Danau
- Michiel Declercq
- Thibault Leneeuw
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
Dynamic Top Pick List How to start 2026?
How to start 2026? We have selected for the KBC Securities Dynamic Top Pick List 12 large-cap companies — AB InBev, Aedifica, Argenx, ASMi, Azelis, DEME, D'Ieteren, Shurgard, Sofina, Vopak, WDP, and Wolters Kluwer — along with 3 small and mid-cap names (under €1.5bn in market capitalization): Corbion, EVS, and IBA. So, going into 2026, we maintain a balanced approach in our Dynamic Top Pick List, featuring 8 cyclical and 6 defensive stocks, with a particular emphasis on value stocks that have b...
EVS EVS BROADCAST EQUIPMENT SA
DIE D'IETEREN SA
SOF SOFINA SA
ASM ASM INTERNATIONAL N.V.
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
- Wim Lewi
Shurgard Bolt-on acquisition in Sweden for 20.9m
Shurgard acquired two Sesam Self Storage facilities in Lund and Helsingborg, Sweden, from Granitor. The deal closed on 2/12/25, adding 11,200 sqm of space across 1,800 units. The occupancy currently stands at approx. 20%. Both freehold properties will be remotely managed from existing Shurgard sites as part of its cluster strategy. This was illustrated in our recent property tour and reduces the headcount per store. It also brings more FTE together in 1 location which increases the job satisfact...
- ING Helpdesk
- Bruno Cavalier
- Jerôme Bodin
LI KLEPIERRE SA
COV COVIVIO SA
GFC GECINA SA
NXI NEXITY SA CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
EL ESSILORLUXOTTICA SA
INEA FONCIERE INEA
VIV VIVENDI SE
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
BRBY BURBERRY GROUP PLC
LPE LAURENT-PERRIER SA
KOF KAUFMAN & BROAD SA
KER KERING SA
ALTA ALTAREA SCA
VNA VONOVIA SE
XIOR XIOR STUDENT HOUSING N.V.
ICAD ICADE SA
01913 PRADA S.P.A.
BYG BIG YELLOW GROUP PLC
UTG UNITE GROUP PLC
COFB COFINIMMO SA
COR CORTICEIRA AMORIM SGPS SA
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
MONC MONCLER SPA
CPINV CARE PROPERTY INVEST SA
EUR EUROCASH S.A.
SAFE SAFESTORE HOLDINGS PLC
ARG ARGAN SA
VGP VGP NV
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
FACC FACC AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
ZGN ERMENEGILDO ZEGNA NV
CTPNV CTP NV
TTS TRANSPORT TRADE SVCS
SHUR SHURGARD SELF STORAGE LIMITED
- Bruno Cavalier
- Olfa Taamallah
- Steven Boumans
- Thomas Zlowodzki
- Yan Derocles
MC LVMH MOET HENNESSY LOUIS VUITTON SE
LI KLEPIERRE SA
COV COVIVIO SA
GFC GECINA SA
NXI NEXITY SA CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
EL ESSILORLUXOTTICA SA
INEA FONCIERE INEA
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
BRBY BURBERRY GROUP PLC
ITRK INTERTEK GROUP PLC
KOF KAUFMAN & BROAD SA
KER KERING SA
ALTA ALTAREA SCA
VNA VONOVIA SE
ALO ALSTOM SA
XIOR XIOR STUDENT HOUSING N.V.
ICAD ICADE SA
01913 PRADA S.P.A.
BYG BIG YELLOW GROUP PLC
UTG UNITE GROUP PLC
COFB COFINIMMO SA
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
MONC MONCLER SPA
CPINV CARE PROPERTY INVEST SA
SAFE SAFESTORE HOLDINGS PLC
ARG ARGAN SA
VGP VGP NV
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
ASML ASML HOLDING NV
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
AM DASSAULT AVIATION
ZGN ERMENEGILDO ZEGNA NV
CTPNV CTP NV
SHUR SHURGARD SELF STORAGE LIMITED
- Florent Laroche-Joubert
- Roy Külter
- Steven Boumans
COV COVIVIO SA
GFC GECINA SA
NXI NEXITY SA CLASS A
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
INEA FONCIERE INEA
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
KOF KAUFMAN & BROAD SA
ALTA ALTAREA SCA
VNA VONOVIA SE
XIOR XIOR STUDENT HOUSING N.V.
ICAD ICADE SA
BYG BIG YELLOW GROUP PLC
UTG UNITE GROUP PLC
COFB COFINIMMO SA
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
CPINV CARE PROPERTY INVEST SA
SAFE SAFESTORE HOLDINGS PLC
ARG ARGAN SA
VGP VGP NV
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
CTPNV CTP NV
SHUR SHURGARD SELF STORAGE LIMITED
- ING Helpdesk
Benelux Morning Notes
Colruyt: Only 5 stores left to divest in France. EVS: Lower end of the range becomes the base case, on longer lead times. Fagron: Two EMEA acquisitions and California license for FSS. Kinepolis: “Wicked” achieves solid box office. OCI: Divesting Rotterdam ammonia terminal for €290m. Prosus: 1HFY26 results – on track
- Mathijs Geerts Danau
Sequana Medical Announces first US sale of the alfapump
Sequana reported the first US commercial alfapump implant at Mount Sinai Hospital in New York. This important milestone shows the demand for the alfapump in the US. We adjust our TP from € 2.8 to € 2.7 to reflect the new share count and reiterate our BUY rating.
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Mathijs Geerts Danau
- Thibault Leneeuw
- Wim Lewi
Fagron strengthens EMEA leadership with acquisitions in Poland and Hun...
Fagron strengthens EMEA leadership with acquisitions in Poland and Hungary and announces key developments for its North American business Regulated information - inside informationNazareth (Belgium)/Rotterdam (The Netherlands), 24 November 2025 – 7:00 AM CET Fagron strengthens EMEA leadership with acquisitions in Poland and Hungary and announces key developments for its North American business Fagron, the global leader in pharmaceutical compounding, has reinforced its EMEA position with the acquisitions of a book of business from Amara (Poland) and Magilab (Hungary). These deals support F...
Fagron versterkt leiderschap in de EMEA-regio met overnames in Polen e...
Fagron versterkt leiderschap in de EMEA-regio met overnames in Polen en Hongarije en kondigt belangrijke ontwikkelingen aan voor de Noord-Amerikaanse activiteiten Gereglementeerde informatie - voorkennisNazareth (België)/Rotterdam (Nederland), 24 November 2025 – 07.00 uur CET Fagron versterkt leiderschap in de EMEA-regio met overnames in Polen en Hongarije en kondigt belangrijke ontwikkelingen aan voor de Noord-Amerikaanse activiteiten Fagron, wereldwijd marktleider in farmaceutische bereidingen, heeft zijn positie in de EMEA-regio versterkt door de overname van een klantenportefeuille va...
Fagron completes share buy-back program
Fagron completes share buy-back program Regulated informationNazareth (Belgium)/Rotterdam (The Netherlands), 14 November 2025 – 6PM CET Fagron completes share buy-back program In the period from 10 November 2025 through 14 November 2025, Fagron purchased 44,000 of its owns shares at an average price of €20.7208 per share corresponding to a total amount of €911,717.00. A total of 200,000 Fagron shares have been repurchased under the buy-back program at an average price of € 20.6805 per share, corresponding to a total amount of € 4,136,093.00. The share buy-back program was announced on ...
Voortgang aandeleninkoopprogramma Fagron
Voortgang aandeleninkoopprogramma Fagron Gereglementeerde informatie Nazareth (België)/Rotterdam (Nederland), 14 november 2025 – 18u CET Voortgang aandeleninkoopprogramma Fagron In de periode van 10 november 2025 tot en met 14 november 2025 heeft Fagron 44.000 eigen aandelen ingekocht voor een gemiddelde prijs van € 20,7208 per aandeel wat overeenkomt met een totaalbedrag van € 911.717,00. Het totaal van 200.000 Fagron aandelen is aangekocht tegen een gemiddelde koers van € 20,6805 per aandeel, wat overeenkomt met een totaalbedrag van € 4.136.093,00. Het aandeleninkoopprogramma was aan...
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