reports
- Guy Sips
- Jacob Mekhael
- Kristof Samoy
- Lynn Hautekeete
- Michiel Declercq
- Sharad Kumar S.P
- Thibault Leneeuw
- Thomas Couvreur
- Thomas Vranken
- Wim Hoste
- Wim Lewi
Dynamic Top Pick List Update May 2024 : Adding Fugro, Removing Arcadis
In this May edition of our Dynamic Top Pick List we replace Arcadis by Fugro. Arcadis continues to deliver consistently on its promises and is working hard to realise its 2026 margin targets via cross selling, leveraging its global engineering platform and numerous self-help measures. In spite of this we remove Arcadis from our Dynamic Top Pick List as the recent & strong share price performance leaves little room for further short term triggers As a service provider to the energy industry, Fu...
BEKB BEKAERT SA
ABN ABN AMRO BANK NV DEPOSITARY RECEIPTS
EVS EVS BROADCAST EQUIPMENT SA
SOLB SOLVAY SA
DIE D'IETEREN SA
SOF SOFINA SA
GIMB GIMV NV
VAN VAN DE VELDE S.A.
IBAB ION BEAM APPLICATIONS SA
ACKB ACKERMANS & VAN HAAREN NV
ARCAD ARCADIS NV
TUB FINANCIERE DE TUBIZE S.A.
CPINV CARE PROPERTY INVEST SA
TWEKA TKH GROUP N.V. CERT
TINC TINC COMM. VA
FUR FUGRO NV
SHUR SHURGARD SELF STORAGE LIMITED
SYENS SYENSQO
argenx to Report First Quarter 2024 Financial Results and Business Upd...
argenx to Report First Quarter 2024 Financial Results and Business Update on May 9, 2024 May 2, 2024Amsterdam, 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 it will host a conference call and audio webcast on Thursday, May 9, 2024 at 2:30 PM CET (8:30 AM ET) to discuss its first quarter 2024 financial results and provide a business update. A webcast of the live call may be accessed on the Investors section of the argenx website at . A replay of the ...
Participation notification by UBS Group AG
Participation notification by UBS Group AG Brussels, April 29, 2024, 08:30 CEST - Regulated information In line with Belgian transparency legislation (Law of May 2, 2007), UBS Group AG recently sent to Solvay the following transparency notification indicating that they crossed the threshold of 5%. The notification, dated April 23, 2024, contains the following information: Reason for the notification: acquisition or disposal of financial instruments that are treated as voting securities. Notified by: A parent undertaking or a controlling person Date on which the threshold is ...
Notification de participation par UBS Group AG
Notification de participation par UBS Group AG Bruxelles, le 29 avril 2024 - 08h30 CET - Information régulée Conformément à la législation et réglementation en matière de transparence financière (loi du 2 mai 2007), UBS Group AG a envoyé récemment à Solvay la notification de transparence suivante indiquant avoir franchi le seuil de 5%. La notification, datée du 23 avril 2024, contient l’information suivante: Motif de la notification: acquisition ou cession d’instruments financiers conférant le droit de vote. Notification par: une entreprise-mère ou une personne détenant l...
Participatiemelding van UBS Group AG
Participatiemelding van UBS Group AG Brussel, 29 april 2024 - 8u30 CET - Gereglementeerde informatie In overeenstemming met de Belgische transparantiewetgeving (Wet van 2 mei 2007) heeft UBS Group AG onlangs de volgende transparantiekennisgeving naar Solvay gestuurd om aan te geven dat ze de drempel van 5% heeft overschreden. De kennisgeving, gedateerd 23 april 2024, bevat de volgende informatie: Reden voor de kennisgeving: verwerving of overdracht van stemrechtverlenende effecten Kennisgeving door: een moederonderneming of een controlerende persoon Datum waarop de drempel ...
Solvay publishes notice of 2024 Annual General Meeting
Solvay publishes notice of 2024 Annual General Meeting Brussels, April 26, 2024, 8:00am CEST - regulated information Solvay today published materials for its next Ordinary General Shareholders’ Meeting, which will be held on Tuesday May 28, 2024 at the Event Lounge Conference Center, Boulevard Général Wahis 16/F, 1030 Brussels, at 10.30 am CEST. All documents relating to this meeting are now available on . Shareholders will be asked to vote on a number of , among others: the approval of the financial statements for the financial year 2023; the approval of a total gross di...
Solvay publie la convocation à son Assemblée Générale annuelle de 2024
Solvay publie la convocation à son Assemblée Générale annuelle de 2024 Bruxelles, le 26 avril 2024 - 8h00 CEST - information réglementée Solvay annonce la publication des documents relatifs à sa prochaine Assemblée Générale Ordinaire, qui se tiendra le mardi 28 mai 2024 à 10h30 CEST à l’Event Lounge Conference Center situé Boulevard Général Wahis 16/F, 1030 Bruxelles. Tous les documents relatifs à cette assemblée sont désormais disponibles sur le de l’entreprise. Les actionnaires seront invités à voter sur un certain nombre de , parmi lesquelles: l’approbation des comptes annuels ...
Solvay publiceert oproep tot Algemene Vergadering van 2024
Solvay publiceert oproep tot Algemene Vergadering van 2024 Brussel, 26 april 2024 - 8u00 CEST - Gereglementeerde informatie Solvay heeft vandaag de documenten voor zijn volgende Gewone Algemene Vergadering gepubliceerd. Deze zal plaatsvinden op dinsdag 28 mei 2024 in het Event Lounge Conference Center, Generaal Wahislaan 16/F, 1030 Brussel, om 10.30 uur CEST. Alle documenten met betrekking tot deze vergadering zijn nu beschikbaar op . De aandeelhouders zullen worden gevraagd te stemmen over een aantal , waaronder: de goedkeuring van de jaarrekening voor het boekjaar 2023; de...
- Frank Claassen
Solvay - Resilience and returns are increasingly recognized
• Despite the share price rally over the past few weeks, we see room for more upside, as we are likely at the brink of a cyclical upturn and its multiples remain undemanding (double digit FCF yield, 8% dividend yield). • We reiterate our Buy and raise our TP by 16% to EUR 36 based on an increased target EV/EBITDA of 6.2x 2025E (was 5.7x) on the back of higher peer group multiples and backed by our DCF.
Solvay releases 2023 annual integrated report
Solvay releases 2023 annual integrated report The first annual report reflecting Solvay’s new scope highlights a year of resilience and sustainable progress Brussels, April 17, 2024 - 6:00 pm CEST - regulated information Solvay today released its annual integrated report, which provides an overview of the company’s economic, environmental, and societal performance for 2023. It details the Group’s financial and extra-financial progress, governance, remuneration and risk management practices. This comprehensive document serves as a reference point for stakeholders to understand the tr...
Solvay publie son rapport annuel intégré 2023
Solvay publie son rapport annuel intégré 2023 Le premier rapport annuel qui illustre le nouveau périmètre de Solvay met en évidence une année marquée par la résilience et le progrès durable Bruxelles, le 17 avril 2024 - 18h00 CEST - information réglementée Solvay publie son rapport annuel intégré, qui présente un bilan des performances économiques, environnementales et sociétales de l'entreprise pour l'année 2023. Il détaille les progrès financiers et extra-financiers du Groupe, ainsi que ses pratiques en matière de gouvernance, de rémunération et de gestion des risques. Ce document ...
- Guy Sips
- Kristof Samoy
- Michiel Declercq
- Thomas Vranken
- Wim Lewi
- Thomas Vranken
argenx FIRST LOOK: Additional CIDP data at AAN
argenx announced additional detail on its Phase 3 ADHERE data with Vyvgart Hytrulo, showcasing its speed of onset and depth of response. We believe that Vyvgart Hytrulo is well positioned vs. the approved standard-of-care IVIg/SCIg across patient types, and look forward to the FDA decision (PDUFA: June 21, 2024). € 435 TP and Buy rating reiterated.
argenx Data Highlight Evidence that VYVGART and VYVGART Hytrulo Drive ...
argenx Data Highlight Evidence that VYVGART and VYVGART Hytrulo Drive Transformative Outcomes for Patients with Debilitating Autoimmune Disease ADHERE data show VYVGART® Hytrulo has potential to be first advancement for CIDP patients in 30 years Real-world data demonstrate gMG patients able to significantly reduce steroid use over first six months of initiating VYVGART® treatment April 16, 2024 – 7:00am 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, ...
- David Seynnaeve
- PhD
argenx - New CIDP & gMG data further underlines VYVGART (Hytrulo)'s va...
• ARGX shared additional results from the ADHERE (open-label) study and real-world data from gMG patients at the AAN Annual Meeting. • Data indicates rapid, deep, and clinically meaningful/sustained improvements in CIDP & with ability to reduce steroid burden (gMG). • We expect a positive outcome of the decision on regulatory approval for CDP by June 21 (85% LoA, +4% impact on TP) and currently project low double-digit million in sales this year. This might seem rather conservative (vs. gMG init...
- Stijn Demeester
Solvay/Manageable pricing headwinds/BUY
We raise our Underlying EBITDA estimates by 3-4% ahead of Solvay's 1Q24 results. Solvay shares are up 25% since mid-March on the back of a 5% shareholding disclosure and subsequent value call by US investor David Einhorn. We see support for a valuation at 5.5x 2025F EV/EBITDA, implying a target price of €33.5 per share (previously €30 per share) and a dividend yield of c.7%, and reiterate our BUY recommendation.
- Guy Sips
- Jacob Mekhael
- Kristof Samoy
- Lynn Hautekeete
- Michiel Declercq
- Sharad Kumar S.P
- Thibault Leneeuw
- Thomas Couvreur
- Thomas Vranken
- Wim Hoste
- Wim Lewi
Dynamic Top Pick List Update April 2024: Adding TINC
We continue our KBC Securities Dynamic Top Pick List with a 50/50 cyclical/defensive selection, but with a focus on value stocks that have been left behind. Defensive segment like holdings are overweight. However, in the Benelux we have a selection of cyclical industrials at cheap valuations that have often underperformed the market. We favour Benelux value stocks as even a mild recession typically hits growth stocks proportionally harder. We notice that some stocks have been hit hard by minor s...
BEKB BEKAERT SA
ABN ABN AMRO BANK NV DEPOSITARY RECEIPTS
EVS EVS BROADCAST EQUIPMENT SA
SOLB SOLVAY SA
DIE D'IETEREN SA
SOF SOFINA SA
GIMB GIMV NV
VAN VAN DE VELDE S.A.
IBAB ION BEAM APPLICATIONS SA
ACKB ACKERMANS & VAN HAAREN NV
ARCAD ARCADIS NV
TUB FINANCIERE DE TUBIZE S.A.
CPINV CARE PROPERTY INVEST SA
TWEKA TKH GROUP N.V. CERT
TINC TINC COMM. VA
SHUR SHURGARD SELF STORAGE LIMITED
SYENS SYENSQO
Inventiva announces filing of its 2023 Universal Registration Document...
Inventiva announces filing of its 2023 Universal Registration Document and 2023 Annual Report on Form 20-F Daix (France), Long Island City (New York, United States), April 3, 2024 – Inventiva (Euronext Paris and Nasdaq: IVA) (the “Company”), a clinical-stage biopharmaceutical company focused on the development of oral small molecule therapies for the treatment of metabolic dysfunction-associated steatohepatitis (“MASH”), also known as non-alcoholic steatohepatitis (“NASH”), and other diseases with significant unmet medical needs, today announced that it had filed its 2023 Universal Registra...
Inventiva annonce le dépôt de son Document d’Enregistrement Universel ...
Inventiva annonce le dépôt de son Document d’Enregistrement Universel 2023 et de son Rapport Annuel 2023 (« Form 20-F ») Daix (France), Long Island City (New York, United States), le 3 avril 2024 – Inventiva (Euronext Paris et Nasdaq : IVA) (la "Société"), société biopharmaceutique spécialisée dans le développement clinique de petites molécules administrées par voie orale pour le traitement de la stéatohépatite associée à un dysfonctionnement métabolique (MASH), ou NASH, et d’autres maladies avec un besoin médical non satisfait, annonce aujourd’hui avoir déposé son Document d’Enregistrement...
- Jacob Mekhael
Inventiva FY23 conference call feedback
In this note we provide a summary of the feedback from Inventiva's FY23 conference call. The company's CEO provided an overview of Inventiva's progress in 2023 and early 2024. This was followed by Q&A which largely focussed on the resumption of recruitment in the phase 3 (NATiV3) trial with lanifibranor in MASH, strength of the lanifibranor dataset vs. competitors, as well as partnering and funding options to reach NATiV3 topline readout expected in 1H26. Read our morning note on Inventiva's FY2...
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