reports
- Hilde Van Boxstael
- Lynn Hautekeete
- Sharad Kumar S.P
- Wim Lewi
- Sharad Kumar S.P
TINC Datacenter United valuation post merger with Proximus' PDC busine...
TINC announced that regulatory approvals were received for the strategic transactions involving the partial sale of Datacenter United to Cordiant Digital Infrastructure Limited (CORD) and acquisition of the data centre business of Proximus Group by Datacenter United. Given the rise and subsequent proliferation of AI across various sectors, we expect Datacenter United (DCU) to become an important growth component within TINC's overall portfolio. In its press release, CORD provided critical data p...
- Bruno Cavalier
- Stephane Houri
IPS IPSOS
LHA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
GET GETLINK SE
FRA FRAPORT AG
ELIOR ELIOR GROUP SA
DG VINCI SA
ALESK ESKER SA
BEKB BEKAERT SA
DB1 DEUTSCHE BOERSE AG
MC LVMH MOET HENNESSY LOUIS VUITTON SE
LI KLEPIERRE SA
COV COVIVIO SA
FGR EIFFAGE SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
SBMO SBM OFFSHORE NV
MF WENDEL SE
EN BOUYGUES SA
STF STEF
INF INFOTEL SA
SCR SCOR SE
DEC JCDECAUX SA
ASY ASSYSTEM SA
EL ESSILORLUXOTTICA SA
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
PSM PROSIEBENSAT.1 MEDIA SE
COLR ETABLISSEMENTEN FRANZ COLRUYT N.V.
BRBY BURBERRY GROUP PLC
FII LISI SA
GOE GROUPE GORGE SA
KER KERING SA
ALTA ALTAREA SCA
VNA VONOVIA SE
ZAL ZALANDO SE
ERA ERAMET SA
ICAD ICADE SA
01913 PRADA S.P.A.
IMPN IMPLENIA AG
REP REPSOL SA
COR CORTICEIRA AMORIM SGPS SA
RAA RATIONAL AG
DOKA DORMAKABA HOLDING AG
DLG DE'LONGHI S.P.A.
ELI ELIA GROUP SA/NV
MONC MONCLER SPA
ONTEX ONTEX GROUP N.V.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
COL INMOBILIARIA COLONIAL SOCIMI SA
CSM CORBION NV
COFA COFACE SA
HBH HORNBACH HOLDING AG & CO. KGAA
XFAB X-FAB SILICON FOUNDRIES SE
ARGX ARGEN-X SE
JEN JENOPTIK AG
VRLA VERALLIA SAS
ALG ALLEGRO.EU SA
INPST INPOST S.A.
FPE3 FUCHS PETROLUB SE
ALAFY AFYREN
AM DASSAULT AVIATION
CTPNV CTP NV
EAPI EUROAPI
DEME DEME GROUP NV
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
SHUR SHURGARD SELF STORAGE LIMITED
AF AIR FRANCE - KLM
VIRI VIRIDIEN
CAN CANAL+
- Damien Choplain
- Martial Descoutures
- Bruno Cavalier
- Jean Danjou
- Sharad Kumar S.P
TINC DCU Divestment & Acquisition Of Proximus' PDC Business Get Approv...
TINC announced that both the partial sale of Datacenter United (to Cordiant Digital Infrastructure Limited) and the acquisition of Proximus' datacenter business by Datacenter United have received regulatory approvals. The remaining conditions to closing relate to the transfer of the relevant businesses and the closing of both transactions. The transactions are expected to be closed during 1Q 2025. The transactions will have a positive impact of €0.55ps (Cap. Gain of ~€20.0m) to the last reported...
- Guy Sips
- Hilde Van Boxstael
- Sharad Kumar S.P
- Thomas Vranken
- Wim Lewi
- Damien Choplain
- Martial Descoutures
- Thomas Vranken
argenx Strategic priorities for 2025
argenx discloses its strategic priorities for 2025, focusing on the expected PFS approval, as well as various label-expansion, registrational and PoC studies across Vyvgart (efgartigimod), empasiprubart, ARGX-109 and others. With preliminary net sales of $ 2.2bn, topline comes in slightly ahead of our and CSS estimates. We roll over our DCF model and adjust our TP to € 670, Accumulate reiterated.
argenx Highlights 2025 Strategic Priorities
argenx Highlights 2025 Strategic Priorities Reported $2.2 billion in preliminary* full-year 2024 global product net sales, inclusive of $737 million in fourth quarter sales Pre-filled syringe FDA PDUFA on track for April 2025 to support reaching patients earlier in treatment paradigm 10 ongoing registrational studies in 2025 across efgartigimod and empasiprubart enable next wave of indications Empasiprubart to be evaluated in two head-to-head registrational studies against IVIg to position C2 inhibitor for broad, early-line use in MMN and CIDP Transition to sustainable profitability...
Argen X SE: 1 director
A director at Argen X SE sold after exercising options/sold 9,950 shares at 608.600EUR and 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 ...
- Sharad Kumar S.P
Holdings Report - December 2024 KBCS Holdings Universe Returns -3.1% d...
1M Performance - Absolute: During Dec'24 (1M period), the KBCS Holdings Universe posted a return of -3.2% which was mainly driven by multi-asset holdings (-4.3%) while single-asset holdings posted a significantly less negative return of -0.6%. The 3 top performers during the period were D'Ieteren Group (+26.6%), Compagnie du Bois Sauvage (+7.0%) and KBC Ancora (+7.0%) while the 3 worst performers were Exor (-5.4%), Heineken Holding (-3.6%) and Gimv (-1.1%). FY24 Performance - Relative: During ...
GBLB GROUPE BRUXELLES LAMBERT SA
HAL HAL TRUST
DIE D'IETEREN SA
SOF SOFINA SA
SOLV SOLVAC S.A.
GIMB GIMV NV
QFG QUEST FOR GROWTH
ACKB ACKERMANS & VAN HAAREN NV
TUB FINANCIERE DE TUBIZE S.A.
HEIO HEINEKEN HOLDING N.V.
KBCA KBC ANCORA SCA
TEXF TEXAF
BREB BREDERODE S.A.
TINC TINC COMM. VA
EXO EXOR N.V.
ROCK WHITESTONE GROUP
- Guy Sips
- Jacob Mekhael
- Lynn Hautekeete
- Guy Sips
What's Cooking? Intention to purchase Sveltic in France
What's Cooking? announces the intent to purchase Sveltic in France. Sveltic has a broad range of frozen and chilled ready meals, complementary to the existing Ready Meals business strategy of What's Cooking? We see this as a first step in What's Cooking?'s intention to further invest in Ready Meals through organic growth and acquisitions. We increase our TP to €135 but lower our rating to Accumulate after the recent very strong share price performance.
argenx to Present at 43rd Annual J.P. Morgan Healthcare Conference
argenx to Present at 43rd Annual J.P. Morgan Healthcare Conference January 6, 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 Tim Van Hauwermeiren, Chief Executive Officer, will present at the 43rd Annual J.P. Morgan Healthcare Conference on Monday, January 13, 2025 at 9:45 a.m. PT. A live webcast of the presentation may be accessed on the Investors section of the argenx website at . A replay of the webcast will be available on the arge...
- Hilde Van Boxstael
- Thomas Vranken
- Wim Lewi
- Thomas Vranken
argenx FIRST LOOK: CIDP approvals now include Japan
argenx announced the Japanese Ministry of Health, Labour and Welfare (MHLW) approved the application for Vyvdura (SC efgartigimod) in adults with CIDP. Following gMG and ITP, CIDP represents the third indication for Vyvgart/Vyvdura in the country, and obtained self-administration in this geography as well. We reiterate our € 615 TP and Accumulate rating.
argenx Announces Approval of VYVDURA (efgartigimod alfa and hyaluronid...
argenx Announces Approval of VYVDURA (efgartigimod alfa and hyaluronidase-qvfc) in Japan for Adults with Chronic Inflammatory Demyelinating Polyneuropathy VYVDURA® now approved for at-home self-injection in Japan for both generalized myasthenia gravis and CIDP argenx's VYVGART® and VYVDURA portfolio approved in Japan for three indications – first country globally with access across three indications December 27, 2024, 7:00 AM CET Amsterdam, the Netherlands – argenx SE (Euronext & Nasdaq: ARGX), a global immunology company committed to improving the lives of people suffering from sever...
- Guy Sips
- Kristof Samoy
- Michiel Declercq
- Wim Hoste
Local Champions Midcap Conference Book 12.12.2024
This conference book is your guide to our annual Local Champions Mid Cap Conference set to take place on Thursday, 12 December 2024 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 | EKOPAK | EVS | GREENYARD | IBA | JENSEN | ONTEX | RECTICEL | VAN DE VELDE | WHAT'S COOKING? | XFAB
- Sharad Kumar S.P
Holdings Report - November 2024 KBCS Holdings Universe Returns -3.6% D...
1M Performance - Absolute: During Nov'24 (1M period), the KBCS Holdings Universe posted a return of -3.6% which was mainly driven by single-asset holdings (-6.9%) while multi-asset holdings posted a slightly less negative return of -2.2%. The 3 top performers during the period were D'Ieteren Group (+5.4%), Gimv (+5.1%) and KBC Ancora (+0.6%) while the 3 worst performers were Compagnie du Bois Sauvage (-10.1%), Heineken Holding (-9.6%) and Quest For Growth (-7.5%). YTD Performance - Relative: O...
GBLB GROUPE BRUXELLES LAMBERT SA
HAL HAL TRUST
DIE D'IETEREN SA
SOF SOFINA SA
SOLV SOLVAC S.A.
GIMB GIMV NV
QFG QUEST FOR GROWTH
ACKB ACKERMANS & VAN HAAREN NV
TUB FINANCIERE DE TUBIZE S.A.
HEIO HEINEKEN HOLDING N.V.
KBCA KBC ANCORA SCA
TEXF TEXAF
BREB BREDERODE S.A.
TINC TINC COMM. VA
EXO EXOR N.V.
ROCK WHITESTONE GROUP
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