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Benelux Morning Notes
Aedifica: Results slightly better, guidance for the combined entity to come in Sept. CM.com: 4Q25 results – no turning point yet. D'Ieteren: Allstate reports bumper 4Q25, touts premium cuts, consensus prudent. Heijmans: Construction cool cat. Proximus: CPaaS peer Twilio 4Q25 results better than expected. Talabat: 4Q25 results, doubling down on investments. Theon International: Preview – a busy year it was.
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Benelux Morning Notes
Aedifica: c.€29m new developments in Germany and Finland / GBL: €0.5bn equity investment in Rayner, an ophthalmic MedTech specialist / NN Group: Is consensus running ahead of a capital update with FY25 results? / Philips: Supportive update ahead of CMD / Proximus: Route Mobile 3Q26 shows lower revenues, better profitability / Staffing sector: French staffing: December better but January outlook weaker but perhaps better than number of temp outlook indicates / VAR Energi: Strong CMD target 400kpd...
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- Hilde Van Boxstael
- Kristof Samoy
- Wim Hoste
- Wim Lewi
- ING Helpdesk
Benelux Morning Notes
Adyen: Preview 2H25. Aperam: In-line 4Q25, upbeat medium-term outlook balances short-term consensus risk. Ayvens: Fast Car (UCS normalisation). Barco: 4Q25 preview, mixed performance. Lotus Bakeries: Another beat on every line. Orange Belgium: 2H25 EBITDAal beat on lower sales, much better 2026 guidance. Philips: CMD & 4Q25 preview, execution is key. RELX: FY25 preview. Universal Music Group: Peer Warner Music 4% revenue and 11% OIBDA beat
Inventiva to Present at the Guggenheim Emerging Outlook: Biotech Summi...
Inventiva to Present at the Guggenheim Emerging Outlook: Biotech Summit 2026 Daix (France), New York (United States), February 4, 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 participate in a fireside chat at the upcoming Guggenheim Emerging Outlook: Biotech Summit 2026. The conference is being held February 11-12, 2026 at the Lotte New Yor...
Inventiva présentera au Guggenheim Emerging Outlook : Biotech Summit 2...
Inventiva présentera au Guggenheim Emerging Outlook : Biotech Summit 2026 Daix (France), New York (États-Unis), le 4 février 2026 – 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 participer à un « fireside chat » lors du prochain Guggenheim Emerging Outlook: Biotech Summit 2026. La conférence se tiendra le...
Half-Year Review of Inventiva’s Liquidity Contract with Kepler Cheuvre...
Half-Year Review of Inventiva’s Liquidity Contract with Kepler Cheuvreux Daix (France), New York City (New York, United States), January 26, 2026 – Inventiva (Euronext Paris and Nasdaq: IVA) (“Inventiva” or the “Company”), a clinical-stage biopharmaceutical company focused on the development of oral small molecule therapies for the treatment of patients with metabolic dysfunction-associated steatohepatitis (“MASH”), today announced the half-year report of its liquidity contract with Kepler Cheuvreux. Under the liquidity contract granted to Kepler Cheuvreux by Inventiva, the following resou...
Bilan semestriel du contrat de liquidité de la société Inventiva concl...
Bilan semestriel du contrat de liquidité de la société Inventiva conclu avec Kepler Cheuvreux Daix (France), New York City (New York, Etats-Unis), le 26 janvier 2026 – Inventiva (Euronext Paris and Nasdaq: IVA) (la "Société"), société biopharmaceutique spécialisée dans le développement de thérapies orales pour le traitement de la stéatohépatite associée à un dysfonctionnement métabolique ("MASH"), annonce aujourd’hui le bilan semestriel de son contrat de liquidité conclu avec Kepler Cheuvreux. Au titre du contrat de liquidité portant sur les actions de la Société confié à Kepler Cheuvreux,...
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Benelux Morning Notes
Aedifica and Cofinimmo: Belgian Competition Authority approves the deal / AEGON: Sale of UK picking up early momentum / Allfunds Group PLC: Of Bourse they agreed / Ontex: Peer Essity 4Q25 results / Telecoms: Digital Networks Act take-aways / WDP: Catena to raise c.€255m via an ABB with WDP participating pro-rata for c.€26m
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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...
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...
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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
- Guy Sips
- Michiel Declercq
- 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
- 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
Results of the Votes of the Combined Shareholders’ General Meeting of...
Results of the Votes of the Combined Shareholders’ General Meeting of November 27, 2025 Daix (France), New York City (New York, United States), November 28, 2025 – Inventiva (Euronext Paris and Nasdaq: IVA) (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 the results of the votes of its Combined Shareholders’ Meeting. The Combined Shareholders' Meeting was held on Thursday November 27, 2025, at 9 a.m. at Hôtel Villa M, 24-30 Bd Pasteur,...
Résultats des Votes de l’Assemblée Générale Mixte des Actionnaires Réu...
Résultats des Votes de l’Assemblée Générale Mixte des Actionnaires Réunie le 27 novembre 2025 Daix (France), New York City (New York, Etats-Unis), le 28 novembre 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 »), annonce les résultats des votes de son Assemblée Générale Mixte. L’Assemblée Générale Mixte s’est tenue le jeudi 27 novembre 2025 à 9 heures à l'Hôtel Villa M – 24-30 Bd P...
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