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ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Arcadis: Large contract in Resilience. ASM International: Highlights from CFO roadshow. Exor: Exor buying back Exor shares. Fastned: 2H24 results, cost pressure. Flow Traders: February volumes elevated in EMEA. Montea: JV with Weerts in Belgium. Sligro: FY24 results in line, weak 1Q25 outlook. Sofina: Final NAV a tad higher. Umicore: CMD targets – no big bang

Pierre FerraguÊ
  • Pierre FerraguÊ

AI infrastructure growth, 2024-2027: Who wins inside the chip?

Nvidia’s updated GPU roadmap provided some good visibility on how the macro-architecture of GPUs will evolve until 2027. To see the implications for key players supplying the chips’ bill of material, summarized on a single slide, see the article attached.

Cedric Rossi ... (+3)
  • Cedric Rossi
  • Clement Genelot
  • Loic Morvan

On the shelves now: Consumer Weekly #63

In this Consumer Weekly newsletter, we provide a brief overview of the key factors affecting our Consumer coverage, from Luxury & Consumer goods to Retail & E-commerce and Food & Ingredients. This week, we look at how sub-sectors within our Consumer coverage have fared since the beginni

Pierre FerraguÊ
  • Pierre FerraguÊ

GTC 2025 – Making sense of the AI bull case.

We attended GTC this week in San Jose and hosted our inaugural New Street GTC after-party (If you didn’t attend, make sure you get a ticket for next year, it is the hottest event of the conference!) It gave us the opportunity to catch-up at length with Nvidia executives and our most valuable contacts in the entire ecosystem. Please follow the link below for our updated thoughts.

 PRESS RELEASE

GenSight Biologics Confirms Definitive Full-Year 2024 Consolidated Fin...

PARIS--(BUSINESS WIRE)-- Regulatory News: GenSight Biologics (Euronext: SIGHT, ISIN: FR0013183985, PEA-PME eligible), a biopharma company focused on developing and commercializing innovative gene therapies for retinal neurodegenerative diseases and central nervous system disorders, today confirmed that its definitive annual results for the fiscal year ended 2024 are in line with the estimated figures published on February 27, 2025. Confirmation of Results The definitive consolidated and individual accounts, which were reviewed by the Audit Committee on March 17, 2025, and approved by the Bo...

 PRESS RELEASE

GenSight Biologics confirme que les résultats financiers consolidés dé...

PARIS--(BUSINESS WIRE)-- Regulatory News: GenSight Biologics (Euronext : SIGHT, ISIN : FR0013183985, éligible au PEA-PME), une société biopharmaceutique spécialisée dans le développement et la commercialisation de thérapies géniques innovantes pour les maladies rétiniennes neurodégénératives et les troubles du système nerveux central, a confirmé aujourd'hui que ses résultats annuels définitifs pour l'exercice clos en 2024 sont en ligne avec les chiffres estimés publiés le 27 février 2025. Confirmation des résultats Les comptes définitifs consolidés et individuels, qui ont été examinés par l...

Christophe-Raphaël Ganet
  • Christophe-Raphaël Ganet
Christophe-Raphaël Ganet
  • Christophe-Raphaël Ganet
 PRESS RELEASE

M6 MÉTROPOLE TÉLÉVISION : MISE A DISPOSITION DU DOCUMENT D’ENREGISTREM...

NEUILLY SUR SEINE, France--(BUSINESS WIRE)-- Regulatory News: La société M6 Métropole Télévision (Paris:MMT) annonce que son document d’enregistrement universel 2024 a été déposé auprès de l’Autorité des Marchés Financiers (AMF) le 17 mars 2025. Ce document est disponible sur le site de la société à l’adresse (Rubrique Investisseurs Investisseurs et analystes - Rapports) et sur le site de l’AMF (). Il est également tenu à disposition au siège social de la société, 89 avenue Charles de Gaulle, 92200 Neuilly-sur-Seine. Les documents suivants sont intégrés dans le document d’enregistrement un...

 PRESS RELEASE

GenSight Biologics Announces LUMEVOQ® Scientific Updates at NANOS 2025

PARIS--(BUSINESS WIRE)-- Regulatory News: GenSight Biologics (Euronext: SIGHT, ISIN: FR0013183985, PEA-PME eligible), a biopharma company focused on discovering and developing innovative gene therapies for retinal neurodegenerative diseases and central nervous system disorders, today announced that new scientific data and analyses on the gene therapy LUMEVOQ® will be presented at the 51st Annual Meeting of the North American Neuro-Ophthalmology Society (NANOS) in Tucson, Arizona, USA (March 15-20, 2025). Leading Leber Hereditary Optic Neuropathy (LHON) Key Opinion Leaders will share new data...

 PRESS RELEASE

GenSight Biologics annonce des communications scientifiques sur LUMEVO...

PARIS--(BUSINESS WIRE)-- Regulatory News: GenSight Biologics (Euronext : SIGHT, ISIN : FR0013183985, éligible PEA-PME), société biopharmaceutique dédiée au développement et à la commercialisation de thérapies géniques innovantes pour les maladies neurodégénératives de la rétine et du système nerveux central, annonce aujourd’hui que de nouvelles données et analyses scientifiques relatives à la thérapie génique LUMEVOQ® seront présentées lors du 51e Congrès Annuel de la North American Neuro-Ophthalmology Society (NANOS) qui se tient à Tucson, Arizona, Etats-Unis, du 15 au 20 mars 2025. Des lea...

Christophe-Raphaël Ganet
  • Christophe-Raphaël Ganet
Christophe-Raphaël Ganet
  • Christophe-Raphaël Ganet
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