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Pierre FerraguÊ ... (+2)
  • Pierre FerraguÊ
  • Rolf Bulk

AMAT acquiring a 9% stake in Besi. Our take.

Yesterday afternoon, AMAT announced it has acquired a 9% stake in Besi. Please see the link below for the key facts and our take.

 PRESS RELEASE

argenx Announces Annual General Meeting of Shareholders on May 27, 202...

argenx Announces Annual General Meeting of Shareholders on May 27, 2025 April 11, 2025, 10:01 PM CET Amsterdam, the Netherlands – argenx SE (Euronext & Nasdaq: ARGX), a global immunology company committed to improving the lives of people suffering from severe autoimmune diseases, today announced that the Annual General Meeting of shareholders will be held at 13:00 CET on Tuesday, May 27, 2025 at the Hilton Amsterdam Schiphol at Schiphol Boulevard 701, 1118 BN Schiphol, the Netherlands.The shareholders and all other persons with meeting rights are invited to attend the Annual General Meet...

Thomas Vranken
  • Thomas Vranken

argenx FDA approves Vyvgart Hytrulo as pre-filled syringe for MG and C...

argenx obtained FDA approval for a PFS presentation of Vyvgart Hytrulo for self-injection for patients with AChR+ gMG or CIDP. The 20-30 second injection can now be administered by patients themselves after proper instruction, freeing them to receive treatment in healthcare settings, at home or on the go. With no specific monitoring or training requirements, the label provides a lot of flexibility for patients. We see the approval as the next phase in maintaining Vyvgart's launch momentum as it ...

Hilde Van Boxstael ... (+5)
  • Hilde Van Boxstael
  • Thibault Leneeuw
  • Thomas Couvreur
  • Thomas Vranken
  • Wim Lewi
 PRESS RELEASE

Publication annual report 2024, convening notice for the General Meeti...

Publication annual report 2024, convening notice for the General Meeting and proposal new directors Publication annual report 2024, convening notice for the General Meeting and proposal new directors Regulated information 11 April 2025, 8 am CET Kinepolis Group NV presents its integrated annual report 2024, with a comprehensive overview of the Group's strategic, financial, operational and ESG performance for the year 2024. The report is available in English and Dutch and can be accessed . Kinepolis' annual report 2024 is the first report prepared in accordance with the guidelines of th...

 PRESS RELEASE

Publication rapport annuel 2024, convocation à l'Assemblée générale et...

Publication rapport annuel 2024, convocation à l'Assemblée générale et proposition de nouveaux administrateurs Publication rapport annuel 2024, convocation à l'Assemblée générale et proposition de nouveaux administrateurs Information réglementée 11 avril 2025, 8h00 CET Kinepolis Group SA présente son rapport annuel intégré 2024, avec un aperçu complet des performances stratégiques, financières, opérationnelles et ESG du Groupe pour l'année 2024. Le rapport est disponible en anglais et en néerlandais et peut être consulté Le rapport annuel 2024 de Kinepolis est le premier rapport prépa...

 PRESS RELEASE

Publicatie jaarverslag 2024, oproeping Algemene Vergadering en voorste...

Publicatie jaarverslag 2024, oproeping Algemene Vergadering en voorstel nieuwe bestuurders Publicatie jaarverslag 2024, oproeping Algemene Vergadering en voorstel nieuwe bestuurders Gereglementeerd bericht 11 april 2025, 8u00 CET Kinepolis Group NV presenteert haar geïntegreerd jaarverslag 2024, met een uitgebreid overzicht van de strategische, financiële, operationele en ESG-prestaties van de Groep over het jaar 2024. Het verslag is beschikbaar in het Engels en Nederlands en kan worden geraadpleegd . Kinepolis’ jaarverslag 2024 is het eerste verslag dat werd opgesteld in overeenstemm...

 PRESS RELEASE

argenx Announces FDA Approval of VYVGART Hytrulo Prefilled Syringe for...

argenx Announces FDA Approval of VYVGART Hytrulo Prefilled Syringe for Self-Injection in Generalized Myasthenia Gravis and Chronic Inflammatory Demyelinating Polyneuropathy VYVGART, the first-in-class FcRn blocker, now offers three administration options, including self-injection with a prefilled syringeSelf-injection provides gMG and CIDP patients with flexibility for when and where to receive treatment – at home, while ‘on the go’ or in a healthcare setting Approval reflects commitment to innovating the patient experience with individualized, safe and effective therapies April 10, 2025...

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

DEME Group: Does money make life beautiful? Yes! Euronext: March Madness hits Markets. Kinepolis: Cineplex March 2025 box office revenue at 47% of 2019 level, down 50% YoY. Page Group: 1Q25 trading update; FY25 outlook more uncertain. SBM Offshore: Interesting step, but is it necessary? Staffing: French staffing: ongoing weak volumes in February on tough comps. WDP: €107m of new pre-let development projects

Guy Sips ... (+11)
  • Guy Sips
  • Jacob Mekhael
  • Kristof Samoy
  • Lynn Hautekeete
  • Michiel Declercq
  • Sharad Kumar S.P
  • Thibault Leneeuw
  • Thomas Couvreur
  • Thomas Vranken
  • Wim Hoste
  • Wim Lewi

US Tariffs Navigating the impact on Benelux equities

Trumps reciprocal tariffs caused a massive blow to equity markets, following a pressured period of escalating trade wars. Retaliatory measures can further heavily damage market confidence, as seen Friday when China announced their 34% tarrif of US goods. International trade policies have never moved this erratic and untransparant, with uncertainty and volatility being the baseline for now. In this report we highlight the key stocks in our coverage relevant to this discussion.

Jacob Mekhael ... (+4)
  • Jacob Mekhael
  • Kristof Samoy
  • Michiel Declercq
  • Thomas Vranken
 PRESS RELEASE

argenx Highlights VYVGART Data at AAN 2025 Setting New Standard in Sus...

argenx Highlights VYVGART Data at AAN 2025 Setting New Standard in Sustained Efficacy and Improved Quality of Life Measures for Patients Living with gMG and CIDP ADAPT-NXT data demonstrate consistent, sustained disease control across dosing schedules, further supporting individualized VYVGART dosing for gMG patients ADHERE+ oral presentation features long-term CIDP data demonstrating VYVGART Hytrulo’s durable efficacy, sustained functional improvements and favorable safety profileargenx continues to advance a robust neuromuscular pipeline of clinical candidates; first-in-human data of ARG...

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Acomo: Going for growth. PostNL: Highlights of pre-earnings analyst call 1Q25. Shell: Updated outlook looks light. Staffing: US temp volume better in March; upward revisions to Feb/Jan; NFP jobs beat

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Ageas: Presentation on very profitable Reinsurance segment. Belgian telecoms: Telenet launches 300 GB mobile offer at €25 with Tadaam brand. Kinepolis: Steep box office decline in US/Canada, France helped by local content

Guy Sips ... (+4)
  • Guy Sips
  • Jacob Mekhael
  • Thomas Vranken
  • Wim Hoste
Guy Sips
  • Guy Sips

Roularta Koinon submits voluntary and conditional public takeover bid ...

Koinon submits voluntary and conditional public takeover bid on Roularta. We suspend our coverage related to our involvement in the transaction.

BE Semiconductor Industries N.V: 1 director

A director at BE Semiconductor Industries N.V bought 100,000 shares at 96.746EUR and the significance rating of the trade was 69/100. 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 las...

Guy Sips ... (+4)
  • Guy Sips
  • Michiel Declercq
  • Thomas Vranken
  • Wim Hoste
Guy Sips
  • Guy Sips

Kinepolis Group Managing to get its financial strength back to FY19 le...

We updated our model after FY24 illustrated that visitor numbers are largely driven by international film offerings, which suffered from the impact of the Hollywood strike at the beginning of the year. From the summer onwards, the post-pandemic recovery since 2022 continued steadily. After a weak 1H24 due to the Hollywood strike, a stronger film offering from June onwards ensured a successful film summer and year-end. However, 2H24 could not fully compensate for the first five months of the yea...

 PRESS RELEASE

argenx Highlights FcRn Leadership with Long-term Data and Transformati...

argenx Highlights FcRn Leadership with Long-term Data and Transformational Patient Outcomes at the American Academy of Neurology 2025 Annual Meeting Largest safety data set on FcRn blocking demonstrates consistent, favorable safety profile of VYVGART and VYVGART HytrulogMG patients on VYVGART achieve rapid, substantial, and sustained efficacy across multiple dosing regimens, supporting individualized treatment approachADHERE+ oral presentation builds upon evidence of VYVGART Hytrulo driving improved functional ability in CIDP Amsterdam, the Netherlands – March 7, 2025 – argenx SE (Eurone...

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