reports
IBA – TRANSPARENCY NOTIFICATION
IBA – TRANSPARENCY NOTIFICATION (Article 14, paragraph 1 of the law of 2 May 2007 on the disclosure of major holdings) Louvain-la-Neuve, Belgium, September 10, 2025 06:00 PM Summary of the notification IBA (Ion Beam Applications), the world’s leading provider of proton therapy solutions for the treatment of cancer, announces that it has to issue a transparency notification, in accordance with Article 14, al. 1 of the Transparency Law of May 2, 2007 on disclosure of major holdings, further to the notification received on September 3, 2025. In its notification, Marcel Jo Maschmeyer ind...
IBA SA – NOTIFICATION TRANSPARENCE
IBA SA – NOTIFICATION TRANSPARENCE (article 14, alinéa 1er de la loi du 2 mai 2007 relative à la publicité des participations importantes) Louvain-la-Neuve, Belgique, le 10 septembre 2025, 18:00 Résumé de la notification IBA (Ion Beam Applications SA), le premier fournisseur mondial de solutions de protonthérapie pour le traitement du cancer, annonce devoir effectuer une notification en matière de transparence conformément à l'article 14, alinéa 1er de la loi du 2 mai 2007 relative à la publicité des participations importantes (« loi transparence »), à la suite d’une notification reçu...
- Guy Sips
- Livio Luyten
- Thibault Leneeuw
Argen X SE: 2 directors
Two Directors at Argen X SE sold 10,608 shares at between 609.000EUR and 610.600EUR. 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 directors over the la...
- ING Helpdesk
- Hilde Van Boxstael
- Kristof Samoy
- Livio Luyten
- Lynn Hautekeete
- Michiel Declercq
- Guy Sips
- Hilde Van Boxstael
- Kristof Samoy
- Livio Luyten
- Michiel Declercq
- Thibault Leneeuw
- Wim Hoste
- Wim Lewi
Dynamic Top Pick List Update September: Adding AB InBev and Exor
In this September update we added 2 stocks to the KBC Securities Dynamic Top Pick List : We added AB InBev after the share price weakened post-2Q results. ABI's 2Q volumes fell 1.9% organically, below expectations, mainly due to a 9% drop in Brazil where a price hike led to temporary market share loss. However, strong revenue per hl growth (+4.9%) drove a 6.5% organic EBITDA increase, with 1H growth at +7.2%, near the top of FY guidance (+4–8%). AB InBev, the world's largest brewer, generates ...
- Michiel Declercq
IBA 1H25 Conference call feedback & model update
IBA reported good 1H25 results, with revenues up 40% to € 304.9m (kbcse: € 274.6m) driven by strong backlog conversion in PT as well as OA. However, as most of the conversion relates to legacy lower margin contracts in Spain and China, the gross profit increase of +27% to € 90.0m (kbcse: € 93.4m) and REBIT of € 10.6m (kbcse: € 10.3m) were broadly in line with our estimates. However net cash significantly deteriorated on the back of WC investments, as anticipated. We are pleased to see IBA reiter...
- ING Helpdesk
REVISED VERSION - Benelux Morning Notes - updated to include IBA news
CFE: 1H results a bit light, FY outlook maintained. CMB.TECH: VLCC reasonable, pressure on Dry Bulk rates. dsm-firmenich: Givaudan CMD; Strategy 2030. Gimv: Investing in specialised healthcare services in the Netherlands. IBA: More sales but at lower margin
- Hilde Van Boxstael
- Kristof Samoy
- Livio Luyten
- Lynn Hautekeete
- Michiel Declercq
- Wim Lewi
argenx to Present at Upcoming Investor Conferences
argenx to Present at Upcoming Investor Conferences August 28, 2025Amsterdam, the Netherlands – argenx (Euronext & Nasdaq: ARGX), a global immunology company committed to improving the lives of people suffering from severe autoimmune diseases, today announced that members of the management team will participate in the following investor conferences in September: 2025 Wells Fargo Healthcare Conference. Fireside chat on Thursday, September 4, 2025 at 8:00 a.m. ET in Boston, MA.Morgan Stanley 23rd Annual Global Healthcare Conference. Fireside chat on Monday, September 8, 2025 at 7:00 a.m. ET i...
IBA reports strong Half Year 2025 results, transforming towards a more...
IBA reports strong Half Year 2025 results, transforming towards a more profitable business Read the entire half year 2025 results press release Louvain-la-Neuve, Belgium, 28 August 2025 - IBA (Ion Beam Applications S.A), the world leader in particle accelerator technology, today announces its consolidated results for the first half of 2025. High revenue growth and improved profitability in H1 driven by accelerated backlog conversion Net sales rose 40% vs. H1 2024, to EUR 304.9 million, with IBA Clinical and IBA Technologies increasing by 47% and 30% respectively thanks to well-exec...
IBA réalise des résultats solides au premier semestre 2025, évoluant v...
IBA réalise des résultats solides au premier semestre 2025, évoluant vers une plus haute profitabilité pour lire l'intégralité du communiqué de presse des résultats du premier semestre 2025 Louvain-La-Neuve, Belgique, 28 août 2025 - IBA (Ion Beam Applications S.A.), le leader mondial de la technologie d’accélération de particules, annonce ce jour ses résultats consolidés du premier semestre (S1) 2025. Forte croissance du chiffre d'affaires et amélioration de la rentabilité au S1, grâce à l'accélération de la conversion du carnet de commandes Chiffre d'affaires net en augmentation de ...
- Hilde Van Boxstael
- Jacob Mekhael
- Kristof Samoy
- Michiel Declercq
- Wim Lewi
- Jacob Mekhael
argenx Vyvgart meets primary endpoint in snMG paving path for label ex...
argenx announced positive topline data from the pivotal ADAPT SERON study of Vyvgart in AchR-Ab seronegative gMG (snMG), showing a statistically significant improvement vs. placebo (p-value=0.0068) on the primary endpoint of MG-ADL. The positive topline results do not come as a surprise, and confirm previously reported pooled analysis showing improvements in the MG-ADL score in this gMG sub-population. The company plans to file for label expansion with the FDA, and estimates the commercial oppor...
argenx Announces Positive Topline Results from ADAPT SERON Study of VY...
argenx Announces Positive Topline Results from ADAPT SERON Study of VYVGART in Patients with AChR-Ab Seronegative gMG Study met primary endpoint (p-value=0.0068) First global phase 3 study to demonstrate clinically meaningful improvements in disease activity across all three subtypes – MuSK+, LRP4+, triple seronegative Supplemental Biologics License Application (sBLA) to be submitted to U.S. Food and Drug Administration (FDA) by end of 2025 August 25, 2025, 7:00 AM CET Amsterdam, the Netherlands – argenx SE (Euronext & Nasdaq: ARGX), a global immunology company committed to improving t...
- Wim Hoste
Tessenderlo Feedback 1H results conference call
Below are the highlights from the conference call. Tessenderlo's 1H results positively surprised, with adj EBITDA up 8% y/y to 163.4m, which was 19% better than our forecast and 12% above consensus. The company reiterated its broad FY25 guidance range, with consensus currently at the midpoint of the range whilst KBCS estimates are at the low end of the guidance range (and will be upped somewhat). The company is using its solid balance sheet and FCF to buy back own shares. We consider valuation t...
- ING Helpdesk
Benelux Morning Notes
AEGON: Addition of €200m to existing SBB, considering US domicile, results mixed. Alfen: 19% EBITDA cut, mid-point new 2026 guidance. Flow Traders: Positive volumes, negative volatility. Kinepolis: Strong profit beat on better operating leverage, higher ticket and ITS per visitor. Recticel: Peer Rockwool 2Q25 results. Tessenderlo: Solid 1H25 beat, guidance maintained. VGP: Strong results, more news on JVs to come
- Guy Sips
- Hilde Van Boxstael
- Thibault Leneeuw
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
- Wim Hoste
Tessenderlo FIRST LOOK: 1H adj EBITDA +8%, FY guidance maintained
Tessenderlo's 1H results positively surprised, with adj EBITDA up 8% y/y to 163.4m, which was 19% better than our forecast and 12% above consensus. The company reiterated its broad FY25 guidance range, with consensus currently at the midpoint of the range whilst KBCS estimates are at the low end of the guidance range (and will be upped somewhat). The company is using its solid balance sheet and FCF to buy back own shares. We consider valuation to be attractive enough from maintaining our Accumul...
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