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ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Heineken: No respite / IBA: Attractive €15-20m acquisition in radio pharma.

Guy Sips ... (+8)
  • Guy Sips
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Kristof Samoy
  • Livio Luyten
  • Michiel Declercq
  • Thibault Leneeuw
  • Wim Lewi

Morning Notes : BAR BB, COFB BB, FAGR BB, GLPG NA, IBAB BB, DEME BB, N...

: BAR BB, COFB BB, FAGR BB, GLPG NA, IBAB BB, DEME BB, NXFIL NA, ENRGY BB

Hilde Van Boxstael ... (+3)
  • Hilde Van Boxstael
  • Mathijs Geerts Danau
  • Wim Lewi
Mathijs Geerts Danau
  • 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.

 PRESS RELEASE

Inventiva to Present at the 44th Annual J.P. Morgan Healthcare Confere...

Inventiva to Present at the 44th Annual J.P. Morgan Healthcare Conference Daix (France), New York City (New York, United States), December 17, 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 present a corporate overview, and will engage with Inventiva’s leadership team in investor meetings, at the upcoming 44th Annual J.P. Morgan Healthcare Co...

 PRESS RELEASE

Inventiva présentera à la 44e conférence annuelle J.P. Morgan Healthca...

Inventiva présentera à la 44e conférence annuelle J.P. Morgan Healthcare    Daix (France), New York City (New York, États-Unis), le 17 décembre 2025 – 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 présenter une vue d’ensemble de la Société et qu’il participera, aux côtés de l’équipe de direction d’Inventi...

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Colruyt: Guidance reiterated despite weaker-than-expected 1H25/26. Dutch Pension Buyouts: Regulator DNB's view, c.€7bn so far, insurers at 15% market share now. OCI: Dutch investor association VEB and other shareholders take legal action to block Orascom merger. Proximus: CFO Mark Reid to leave Proximus by end of January 2026. Staffing Sector: US temp volume YoY declined vs October; NFP jobs beat expectations. Var Energy: Boosting production bodes well for years to come. Events Calendar

Heineken N.V.: 1 director

A director at Heineken N.V. sold 7,000 shares at 68.000EUR and the significance rating of the trade was 59/100. 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 sh...

 PRESS RELEASE

ASML reports transactions under its current share buyback program

ASML reports transactions under its current share buyback program ASML reports transactions under its current share buyback program VELDHOVEN, the Netherlands – ASML Holding N.V. (ASML) reports the following transactions, conducted under ASML's current share buyback program. DateTotal repurchased sharesWeighted average priceTotal repurchased value08-Dec-25 37,576 €962.62 €36,171,308 09-Dec-25 37,838 €955.96 €36,171,562 10-Dec-25 37,860 €955.40 €36,171,421 11-Dec-25 38,288 €944.71 €36,170,938 12-Dec-25 38,329 €943.72 €36,171,668 ASML’s current share buyback program was announced ...

 PRESS RELEASE

Heineken N.V. reports the progress of transactions under its current s...

Heineken N.V. reports the progress of transactions under its current share buyback programme Heineken N.V. reports the progress of transactions under its current share buyback programme Amsterdam, 15 December 2025 - Heineken N.V. (EURONEXT: HEIA; OTCQX: HEINY) hereby reports transaction details related to the first €750 million tranche of its €1.5 billion share buyback programme as communicated on 12 February 2025. From 8 December 2025 up to and including 12 December 2025 a total of 182,810 shares were repurchased on exchange at an average price of € 68.36. During the same period, 182,76...

Anheuser-Busch In Bev SANV: 2 directors

Two Directors at Anheuser-Busch In Bev SANV sold 256,000 shares at between 51.810EUR and 52.160EUR. The significance rating of the trade was 100/100. 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 direct...

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Belgian Telecoms: DIGI Belgium CEO Interview: ‘We are running a marathon, not a sprint' IBA: IBA to install a Rhodotron in East China. Ontex: Another quarter, another profit warning. Theon International: Backlog visibility indeed. Xior: 2026 outlook positive but with no major surprise. Events Calendar

Guy Sips ... (+9)
  • Guy Sips
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Kristof Samoy
  • Livio Luyten
  • Mathijs Geerts Danau
  • Michiel Declercq
  • Wim Hoste
  • Wim Lewi

Morning Notes : ACKB BB, AKZA NA, IBAB BB, ONTEX BB, SEQUA BB, XIOR BB...

: ACKB BB, AKZA NA, IBAB BB, ONTEX BB, SEQUA BB, XIOR BB, DEME BB, ARG FP, ZEAL DC

 PRESS RELEASE

ASML reports transactions under its current share buyback program

ASML reports transactions under its current share buyback program ASML reports transactions under its current share buyback program VELDHOVEN, the Netherlands – ASML Holding N.V. (ASML) reports the following transactions, conducted under ASML's current share buyback program. DateTotal repurchased sharesWeighted average priceTotal repurchased value01-Dec-25 39,527 €915.08 €36,170,185 02-Dec-25 38,518 €939.05 €36,170,216 03-Dec-25 37,709 €959.19 €36,169,986 04-Dec-25 37,502 €964.47 €36,169,723 05-Dec-25 37,625 €961.33 €36,170,019 ASML’s current share buyback program was announced on 10 Nove...

 PRESS RELEASE

Heineken N.V. reports the progress of transactions under its current s...

Heineken N.V. reports the progress of transactions under its current share buyback programme Heineken N.V. reports the progress of transactions under its current share buyback programme Amsterdam, 8 December 2025 - Heineken N.V. (EURONEXT: HEIA; OTCQX: HEINY) hereby reports transaction details related to the first €750 million tranche of its €1.5 billion share buyback programme as communicated on 12 February 2025. From 1 December 2025 up to and including 5 December 2025 a total of 178,442 shares were repurchased on exchange at an average price of € 70.02. During the same period, 178,129 ...

ASML Holding N.V.: 1 director

A director at ASML Holding N.V. sold 700 shares at 975.000EUR and the significance rating of the trade was 68/100. 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...

Hilde Van Boxstael ... (+6)
  • Hilde Van Boxstael
  • Mathijs Geerts Danau
  • Michiel Declercq
  • Thomas Couvreur
  • Wim Hoste
  • Wim Lewi
Pierre FerraguÊ
  • Pierre FerraguÊ

Bible 3Q25 – Semicap: Cautious on 2026; not the right AI play.

Today, we are publishing the Semicap Equipment section of our 29th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on Automotive, Hyperscale & Cloud, Telecom Equipment, Industrials, PCs, Enterprise IT, and Foundry. 3Q25 semicap revenues were flat QoQ, with China up...

 PRESS RELEASE

HEINEKEN appoints new regional President Americas

HEINEKEN appoints new regional President Americas Amsterdam, 5 December 2025 - Heineken N.V. (HEINEKEN) today announces that it has appointed Alex Carreteiro as Regional President Americas, and member of the HEINEKEN Executive Team, as per 1 March 2026. Alex, currently CEO of PepsiCo Brazil & South Cone Foods Business, succeeds Marc Busain, who left HEINEKEN on 1 October 2025.Alex CarreteiroAlex joins HEINEKEN from PepsiCo, where, as the CEO of PepsiCo Brazil & South Cone Foods business, he is responsible for 16,000 employees and 10 factories across Brazil, Chile, Argentina, Uruguay, and Pa...

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