reports
- Michiel Declercq
Sipef 1H25 strong results make the group on track for a new record yea...
Sipef reported strong results, with the recurring net profit (gs) of $ 57.7m comfortably exceeding expectations (kbcse: $45.9m). While revenue growth of +23.3% to $ 250.4m (kbcse: $ 250.4m) was in line driven by a slightly higher than expected production growth of 19.1% to 208.0kt (kbcse: 204.1kt), we were particularly surprised by the strong gross profit growth of 65.6% to $ 113.3m (kbcse: $ 94.1m). As a result, the group now expects the recurring net result (gs) to be significantly higher than...
- Hilde Van Boxstael
- Jacob Mekhael
- Kristof Samoy
- Livio Luyten
- Lynn Hautekeete
- Michiel Declercq
- Thomas Couvreur
- Wim Lewi
- ING Helpdesk
Benelux Morning Notes
bpost: 2Q25 results beat 22%, outlook raised further, room for another upgrade at 3Q25. Lotus Bakeries: APAC factory ahead of schedule. NN Group: 1H on track with May CMD, longevity deal a positive surprise (Sol 2 PF 205%). Talabat: 2Q25 Preview. Vopak: AVTL's FID on Mumbai expansion
- Kristof Samoy
Vopak FID on new LPG greenfield terminal by Indian JV AVTL
42% owned AVTL announced a €170m investment in a greenfield LPG terminal and bottling plant. LPG demand in India has grown at a 7.3% CAGR over the past decade with further attractive growth in demand and terminal imports expected. The Indian JV AVTL was recently listed and the IPO proceeds amounted to ca. €290m to be deployed for debt repayment and further growth initiatives. The listing frees up cash at the Vopak holding which can be deployed for funding other investments or additional sharehol...
- Guy Sips
- Hilde Van Boxstael
- Kristof Samoy
- Michiel Declercq
- Thomas Couvreur
- Wim Lewi
AVTL to develop new terminal in JNPA, India
AVTL to develop new terminal in JNPA, India AVTL to develop new terminal in JNPA, IndiaRotterdam, the Netherlands, 8 August 2025In India, AVTL announced a positive final investment decision to build a greenfield terminal for 132k cbm LPG and 318k cbm liquid products and a LPG bottling plant of 35,000MT capacity in the JNPA port in Mumbai. This is AVTL's second terminal in the JNPA port which will help grow its market share in servicing a highly industrialized and fast growing hinterland of West and central regions in India. The terminal is expected to be commissioned in phases starting mid ...
Galapagos Creates New Subscription Right Plan
Galapagos Creates New Subscription Right Plan Mechelen, Belgium; August 7, 2025, 22.01 CET; regulated information – Galapagos NV (Euronext & NASDAQ: GLPG) announced today that its Board of Directors created 1,800,000 subscription rights under a new subscription right plan. On August 7, 2025, the Board of Directors of Galapagos approved “Subscription Right Plan 2025 (B)”, intended for personnel of the Company and its subsidiaries, within the framework of the authorized capital. Under this subscription right plan, 1,800,000 subscription rights were created, subject to acceptance, for senior...
Galapagos creëert nieuw inschrijvingsrechtenplan
Galapagos creëert nieuw inschrijvingsrechtenplan Mechelen, België; 7 augustus 2025, 22.01 CET; gereglementeerde informatie – Galapagos NV (Euronext & NASDAQ: GLPG) kondigt vandaag aan dat haar Raad van Bestuur 1.800.000 inschrijvingsrechten heeft gecreëerd onder een nieuw inschrijvingsrechtenplan. De Raad van Bestuur van Galapagos heeft op 7 augustus 2025 “Inschrijvingsrechtenplan 2025 (B)”, bestemd voor leden van het personeel van de Vennootschap en van haar dochtervennootschappen, goedgekeurd binnen het kader van het toegestaan kapitaal. Onder dit inschrijvingsrechtenplan werden 1.80...
- Jacob Mekhael
Galapagos Receives FDA RMAT designation for GLPG5101 in r/r MCL
Galapagos announced that the FDA has granted RMAT designation to GLPG5101 (CD19- CAR-T) to treat relapsed/refractory mantle cell lymphoma (r/r MCL). This is based on the strong data that GLPG5101 has demonstrated in the MCL cohort in the phase 1/2 (ATLANTA-1) trial in r/r NHL, and comes with a number of potential benefits including eligibility for accelerated approval, and could further support external discussions as Galapagos explores strategic alternatives for the cell therapy business. Accum...
Galapagos NV Announces U.S. FDA Regenerative Medicine Advanced Therapy...
Galapagos NV Announces U.S. FDA Regenerative Medicine Advanced Therapy (RMAT) Designation Granted to GLPG5101 for the Treatment of Relapsed/Refractory Mantle Cell Lymphoma Mechelen, Belgium; August 6, 2025, 7:30 CET; regulated information – inside information – Galapagos NV (Euronext & NASDAQ: GLPG) today announced that the United States Food and Drug Administration (FDA) has granted RMAT designation to GLPG5101, a second generation anti-CD19/4-1BB CAR-T product candidate for the treatment of relapsed/refractory mantle cell lymphoma (R/R MCL). The RMAT designation was established under th...
Galapagos NV kondigt aan dat GLPG5101 de status van Regenerative Medic...
Galapagos NV kondigt aan dat GLPG5101 de status van Regenerative Medicine Advanced Therapy (RMAT) van de FDA krijgt voor de behandeling van recidief/refractair mantelcellymfoom Mechelen, België; 6 augustus 2025, 7.30 uur CET; gereglementeerde informatie – voorwetenschap – Galapagos NV (Euronext & NASDAQ: GLPG) kondigde vandaag aan dat de Amerikaanse Food and Drug Administration (FDA) de RMAT-status heeft toegekend aan GLPG5101, een tweede generatie anti-CD19/4-1BB CAR-T kandidaatgeneesmiddel voor de behandeling van recidief/refractair mantelcellymfoom (R/R MCL). De RMAT-status is ingestel...
Galapagos NV: 1 director
A director at Galapagos NV bought 95,856 shares at 33.260USD and the significance rating of the trade was 67/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly ...
- Jerôme Bodin
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- Jerôme Bodin
CLN CLARIANT AG
BEKB BEKAERT SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
MF WENDEL SE
INF INFOTEL SA
DEC JCDECAUX SA
FAGR FAGRON SA
NTG NETGEM SA
MRN MERSEN SA
MTU MANITOU BF SA
ELG ELMOS SEMICONDUCTOR SE
BB SOCIETE BIC SA
NEX NEXANS SA
ERA ERAMET SA
ELIS ELIS SA
AIXA AIXTRON SE
VIS VISCOFAN S.A.
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
SESL SES-IMAGOTAG SA
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
FDR FLUIDRA S.A.
MELE MELEXIS NV
CSM CORBION NV
SPIE SPIE SA
MEL MELIA HOTELS INTERNATIONAL S.A.
TKO TIKEHAU CAPITAL SCA
DUFN DUFRY AG
ALD ALD SA
MEDCL MEDINCELL SA
HAG HENSOLDT AG
COP COMPUGROUP MEDICAL SE & CO. KGAA
ZEL PHARMA MAR SA
TCH TECHNICOLOR SA
TE TECHNIP ENERGIES NV
ALHRS HYDROGEN REFUELING SOLUTIONS
HGEA HGEARS AG
AZE AZELIS GROUP NV
IVG IVECO GROUP
FLOW FLOW TRADERS LTD
AF AIR FRANCE - KLM
ORP ORPEA
PLNW PLANISWARE
EXENS EXOSENS
LOCAL SOLOCAL GROUP
HBX HBX GROUP INTERNATIONAL PLC
- Robert Jan Vos
- Usama Tariq
- ING Helpdesk
Benelux Morning Notes
AB InBev: 2Q25 results. Air France-KLM: Nice beat, let's see how FY25 finishes. AMG: Uptrend continues in 2Q25 with 23% EBITDA beat and guidance up to +US$200m. Aperam: Slight 2Q25 EBITDA beat, 3Q25 seen down QoQ. Arcadis: EBITA margin held up well in 2Q25, order intake mixed. Ayvens: 2Q25 results. Azelis: Soft but largely in-line 2Q25 with EMEA offsetting weaker APAC. Bekaert: 1H25 miss and lowered outlook to result in c.5% consensus downside. Corbion: Taking it to the wire. dsm...
APAML APERAM SA
FAGR FAGRON SA
UCB UCB S.A.
AF AIR FRANCE-KLM SA
ARCAD ARCADIS NV
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
ONTEX ONTEX GROUP N.V.
CSM CORBION NV
ABI ANHEUSER-BUSCH INBEV SA/NV
ALD ALD SA
AZE AZELIS GROUP NV
SHEL SHELL PLC
FLOW FLOW TRADERS LTD
DSFIR KONINKLIJKE DSM N.V.
SYENS SYENSQO
- Hilde Van Boxstael
- Jacob Mekhael
- Michiel Declercq
- Thibault Leneeuw
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
Fagron delivers strong performance with 11% topline growth and 12% inc...
Fagron delivers strong performance with 11% topline growth and 12% increase in REBITDA for H1 2025 Regulated information - inside informationNazareth (Belgium)/Rotterdam (The Netherlands), 31 July 2025 – 7:00 AM CET Fagron delivers strong performance with 11% topline growth and 12% increase in REBITDA for H1 2025 Fagron, the leading global player in pharmaceutical compounding today publishes its first half results for the period ending 30 June 2025. Key Highlights Strong revenue performance with 10.9% reported revenue growth (14.4% at CER1) and 11.3% organic growth at CER 12.3% R...
Fagron levert sterke resultaten met een omzetgroei van 11% en 12% stij...
Fagron levert sterke resultaten met een omzetgroei van 11% en 12% stijging van REBITDA in H1 2025 Gereglementeerde informatie - voorkennisNazareth (België)/Rotterdam (Nederland), 31 juli 2025 – 07.00 uur CET Fagron levert sterke resultaten met een omzetgroei van 11% en 12% stijging van REBITDA in H1 2025 Fagron, de toonaangevende wereldwijde speler op het gebied van farmaceutische compounding, publiceert vandaag haar eerste halfjaarresultaten voor de periode eindigend op 30 juni 2025. Belangrijkste hoogtepunten Sterke omzetresultaten met een gerapporteerde omzetgroei van 10,9% (1...
- Juan Ros-Padilla
MT ARCELORMITTAL SA
BEKB BEKAERT SA
NK IMERYS SA
AUTN AUTONEUM HOLDING AG
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
BFIT BASIC-FIT NV
GTT GAZTRANSPORT & TECHNIGAZ SA
SSAB A SSAB AB CLASS A
RCO REMY COINTREAU SA
TFI TELEVISION FRANCAISE 1 SA
KORI KORIAN SA
SZG SALZGITTER AG
ABVX ABIVAX SA
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CDA COMPAGNIE DES ALPES SA
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ACX ACERINOX SA
EBRO EBRO FOODS SA
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AED AEDIFICA SA
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WAF SILTRONIC AG
MELE MELEXIS NV
ZAG ZUMTOBEL GROUP AG
TWEKA TKH GROUP N.V. CERT
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IBG IBERPAPEL GESTION S.A.
PSG PROSEGUR COMPANIA DE SEGURIDAD SA
RIO RIO TINTO PLC
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SMCP SMCP SA
BFSA BEFESA SA
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