reports
- Guy Sips
- Jacob Mekhael
- Kristof Samoy
- Livio Luyten
- Lynn Hautekeete
- Michiel Declercq
- Thibault Leneeuw
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
Dynamic Top Pick List Update February 2026: Removing ASMi; Adding UCB
After today's changes (ASMi out, UCB in), we maintain a balanced approach in our Dynamic Top Pick List, with a particular emphasis on value stocks that have been overlooked. Our defensive holdings are overweight, including real estate, which stands to benefit from lower interest rates. We remove ASMi from our Dynamic Top Pick List as the recent share price performance has driven the valuation meaningfully ahead of fundamentals. Since early December, FY27 diluted EPS expectations have risen by a...
EVS EVS BROADCAST EQUIPMENT SA
UCB UCB S.A.
DIE D'IETEREN SA
SOF SOFINA SA
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
- Guy Sips
- Kristof Samoy
- Livio Luyten
- Lynn Hautekeete
- Michiel Declercq
- Wim Lewi
- Guy Sips
- Hilde Van Boxstael
- Mathijs Geerts Danau
- Wim Lewi
EVS Broadcast Equipment SA: 1 director
A director at EVS Broadcast Equipment SA sold 9,750 shares at 35.120EUR and the significance rating of the trade was 77/100. 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 yea...
- 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
- Guy Sips
- Michiel Declercq
- Wim Hoste
Local Champions Mid Cap Conference Book 11.12.2025
This conference book is your guide to our annual Local Champions Mid Cap Conference set to take place on Thursday, 11 December 2025 at our historic building at Grand Place in Brussels. This event offers the possibility to have one-on-one meetings and/or attend small group sessions with the top management and/or IR of the following companies: BARCO | BEKAERT | DECEUNINCK | DEME | EVS | IBA | JENSEN GROUP | MATERIALISE | ONTEX | PROXIMUS | RECTICEL | XFAB
- 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
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Mathijs Geerts Danau
- Thibault Leneeuw
- Wim Lewi
- Guy Sips
EVS Broadcast Equipment Pointing toward the lower end of the range aft...
Without giving exact numbers, EVS indicated they delivered y/y growth in 3Q25 revenue, offsetting the impact of major events in 3Q24 and signalling recovery from the delays seen in 1H25. Strong order intake for 4Q25 supports confidence in full-year growth, allowing EVS to reaffirm its revenue guidance of € 195m–€ 210m. That said, company-specific factors for 2025 point toward the lower end of the range as some 2025 orders may slip into 2026, reflecting longer lead times between order intake and ...
- ING Helpdesk
- Guy Sips
- Kristof Samoy
- Livio Luyten
- Michiel Declercq
- Thibault Leneeuw
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
Dynamic Top Pick List Update November: Removing Xior; Adding Aedifica
The tariff war has eased, but with Trump, uncertainty has become a guarantee. While the macro-economic impact has been limited so far, the prolonged situation could still result in significant and long-lasting economic damage. We are maintaining a defensive stance in our Benelux Dynamic Top Pick List. The Federal Reserve (FED) has started its easing cycle, but the final amount of interest rate cuts is uncertain. The European Central Bank (ECB) has now largely completed its interest rate cutting ...
Nyrstar NV: Further update on decision of the FSMA Sanctions Committee...
Nyrstar NV: Further update on decision of the FSMA Sanctions Committee of 26 September 2025 Regulated Information – inside information Nyrstar NV: Further update on decision of the FSMA Sanctions Committee of 26 September 2025 28 October 2025 at 07:00 CET The Sanctions Committee of the Belgian Financial Services and Markets Authority (FSMA) issued a decision on 26 September 2025 in relation to the information disclosure by Nyrstar NV (the “Company”) on 30 October 2018. As noted in its press release of 28 September 2025 (), the Company indicated that it would carefully review this decisio...
Nyrstar NV: verdere update over beslissing van de Sanctiecommissie van...
Nyrstar NV: verdere update over beslissing van de Sanctiecommissie van de FSMA van 26 september 2025 Gereglementeerde informatie - Voorwetenschap Nyrstar NV: verdere update over beslissing van de Sanctiecommissie van de FSMA van 26 september 2025 28 October 2025 om 07u00 CET De Sanctiecommissie van de Belgische Autoriteit voor Financiële Diensten en Markten (FSMA) deed op 26 september 2025 een uitspraak over de informatieverstrekking van Nyrstar NV (de “Vennootschap”) op 30 oktober 2018. Zoals toegelicht in haar persbericht van 28 september 2025 (), zou de Vennootschap deze beslissing aa...
Nyrstar NV: Update on decision of the FSMA Sanctions Committee of 26 S...
Nyrstar NV: Update on decision of the FSMA Sanctions Committee of 26 September 2025 Regulated Information – inside information Nyrstar NV: Update on decision of the FSMA Sanctions Committee of 26 September 2025 26 October 2025 at 22:30 CET The Sanctions Committee of the Belgian Financial Services and Markets Authority (FSMA) issued a decision on 26 September 2025 in relation to the information disclosure by Nyrstar NV (the “Company”) on 30 October 2018. The Company provided a description of this decision in its press release of 28 September 2025 (). On the evening of Friday 24 October 2...
Nyrstar NV: Update over beslissing van de Sanctiecommissie van de FSMA...
Nyrstar NV: Update over beslissing van de Sanctiecommissie van de FSMA van 26 september 2025 Gereglementeerde informatie - Voorwetenschap Nyrstar NV: Update over beslissing van de Sanctiecommissie van de FSMA van 26 september 2025 26 October 2025 om 22u30 CET De Sanctiecommissie van de Belgische Autoriteit voor Financiële Diensten en Markten (FSMA) deed op 26 september 2025 een uitspraak over de informatieverstrekking van Nyrstar NV (de “Vennootschap”) op 30 oktober 2018. De Vennootschap heeft die uitspraak toegelicht in haar persbericht van 28 september 2025 (). De Vennootschap heeft o...
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Kristof Samoy
- Michiel Declercq
- Thomas Couvreur
- Wim Lewi
- Guy Sips
- Kristof Samoy
- Livio Luyten
- Michiel Declercq
- Thibault Leneeuw
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
Dynamic Top Pick List Update October: Removing VGP – Adding Shurgard a...
In this October update of our Dynamic Top Pick List we are removing VGP while adding Shurgard and Wolters Kluwer. Since its recent inclusion in our Dynamic Top Pick List in July-25, VGPs share rose by 10.6%. While we still believe there is significant upside to the share price, we don't see short term catalysts. In fact, the macro picture remains cloudy with the jury still out on the impact of tariffs and the erratic US policy shifts. Also, we are a bit concerned that competition in Western Eur...
WKL WOLTERS KLUWER NV
EVS EVS BROADCAST EQUIPMENT SA
XIOR XIOR STUDENT HOUSING N.V.
DIE D'IETEREN SA
SOF SOFINA SA
ROYAL VOPAK NV
VGP VGP NV
KIN KINEPOLIS GROUP NV
ABI ANHEUSER-BUSCH INBEV SA/NV
EXO EXOR N.V.
WDP WAREHOUSES DE PAUW SCA
AZE AZELIS GROUP NV
DEME DEME GROUP NV
SHUR SHURGARD SELF STORAGE LIMITED
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Livio Luyten
- Wim Lewi
Nyrstar NV: Ruling of the FSMA’s Sanctions Committee
Nyrstar NV: Ruling of the FSMA’s Sanctions Committee Regulated Information Nyrstar NV: Ruling of the FSMA’s Sanctions Committee 28 September 2025 at 16:30 CET Nyrstar NV acknowledges the decision issued last Friday by the Sanctions Committee of the Belgian Financial Services and Markets Authority (FSMA) in the context of the investigation initiated in September 2019 in relation to Nyrstar’s information disclosure on 30 October 2018 (the Review Date). Nyrstar NV has always stated that it complied with the rules under the Market Abuse Regulation (MAR) and that it communicated accurately a...
Nyrstar NV: Beslissing van de Sanctiecommissie van de FSMA
Nyrstar NV: Beslissing van de Sanctiecommissie van de FSMA Gereglementeerde informatie Nyrstar NV: Beslissing van de Sanctiecommissie van de FSMA 28 september 2025 om 16u30 CET Nyrstar NV heeft kennisgenomen van de beslissing van de Sanctiecommissie van de Belgische Autoriteit voor Financiële Diensten en Markten (FSMA) van afgelopen vrijdag in het kader van het onderzoek dat in september 2019 werd opgestart naar Nyrstars informatieverstrekking op 30 oktober 2018 (de Beoordelingsdatum). Nyrstar NV heeft altijd benadrukt dat ze de voorschriften van de Marktmisbruikverordening (MAR) heeft ...
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