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Guy Sips ... (+8)
  • Guy Sips
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Livio Luyten
  • Mathijs Geerts Danau
  • Michiel Declercq
  • Thibault Leneeuw
  • Wim Hoste

Morning Notes : ACKB BB, COLR BB, DSFIR NA, FAGR BB, HYL BB, SEQUA BB,...

: ACKB BB, COLR BB, DSFIR NA, FAGR BB, HYL BB, SEQUA BB, TWEKA NA, DEME BB

Jacob Mekhael ... (+2)
  • Jacob Mekhael
  • Mathijs Geerts Danau

Life Sciences Conference 25 Sep 2025

KBC Securities will host its annual life sciences conference on 25 September in Brussels. The event will include 14 exciting companies, both public and private, from the BeNeLux ecosystem and beyond. In this conference note, we provide an overview of the attending companies, as well as an outlook on KBC Securities' life sciences broader coverage.

Guy Sips ... (+5)
  • Guy Sips
  • Hilde Van Boxstael
  • Kristof Samoy
  • Lynn Hautekeete
  • Wim Lewi
Kristof Samoy
  • Kristof Samoy

CMB.Tech Unique & future proof industrial shipping platform

Late August CMB.TECH completed the merger with Golden Ocean which created one of the world's largest diversified listed maritime groups predominantly exposed to dry bulk (56% of GAV) and crude tankers (26% of GAV). Considering the ageing global tanker & bulker fleet, the group boosts an attractive low average vessel age and -thanks to its ongoing NB programme- still has room for further asset disposals while the future-proof vessels hold interesting optionality for low carbon fuel adoption. The ...

ING Helpdesk
  • 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 ... (+6)
  • Hilde Van Boxstael
  • Kristof Samoy
  • Livio Luyten
  • Lynn Hautekeete
  • Michiel Declercq
  • Wim Lewi
 PRESS RELEASE

CMB.TECH announces Q2 2025 results

CMB.TECH announces Q2 2025 results CMB.TECH ANNOUNCES Q2 2025 RESULTSMERGER WITH GOLDEN OCEAN COMPLETED ANTWERP, Belgium, 28 August 2025 – CMB.TECH NV (“CMBT”, “CMB.TECH” or “the Company”) (NYSE: CMBT, Euronext Brussels: CMBT and Euronext Oslo Børs: CMBTO) reported its unaudited financial results today for the second quarter ended 30 June 2025. HIGHLIGHTS Corporate highlights: CMB.TECH completed the merger with Golden Ocean on 20 AugustCMB.TECH is listed on NYSE (CMBT), EURONEXT Brussels (CMBT) and EURONEXT Oslo (CMBTO)Supervisory Board changes: resignation of Mr. Marc Saverys, appoint...

 PRESS RELEASE

PRESS RELEASE: Disclosure regarding a transparency notification - Arti...

PRESS RELEASE: Disclosure regarding a transparency notification - Article 14, 1st paragraph, of the Law of 2 May 2007 relating to the disclosure of important shareholdings in listed companies Antwerp, Aug. 27, 2025 (GLOBE NEWSWIRE) -- CMB.TECH NV (NYSE: CMBT, Euronext Brussels: CMBT and Euronext Oslo Børs: CMBTO) (“CMB.TECH”) received a transparency notification from Saverco NV on 25 Augustus 2025. Saverco NV has crossed below the transparency threshold of 65%. 1. Content of the notification from 25 August 2025 The notification dated 25 August 2025 contains the following information:...

Guy Sips ... (+4)
  • Guy Sips
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Wim Lewi
Jacob Mekhael
  • Jacob Mekhael

Hyloris XTRAZA license and supply agreement with Huons in South Korea

Hyloris announced that an exclusive license and supply agreement has been signed with Huons for XTRAZA in South Korea. Under the terms, Hyloris will exclusively supply XTRAZA to Huons though further financial terms were not disclosed. This deal follows previously announced agreements in selected APAC regions and Canada with AFT, and in the UK with Colonis Pharma. A phase 3 trial for XTRAZA is ongoing in the US and EU, with data expected by YE25, and we note that a deal for XTRAZA in the larger U...

 PRESS RELEASE

PRESS RELEASE: CMB.TECH completes merger with Golden Ocean

PRESS RELEASE: CMB.TECH completes merger with Golden Ocean Antwerp, Aug. 20, 2025 (GLOBE NEWSWIRE) -- CMB.TECH NV (NYSE: CMBT, Euronext Brussels: CMBT and Euronext Oslo Børs: CMBTO) (“CMB.TECH”) is pleased to announce that it has successfully completed the stock-for-stock merger between Golden Ocean Group Limited (“Golden Ocean”) and CMB.TECH Bermuda Ltd., a wholly-owned subsidiary of CMB.TECH, with CMB.TECH Bermuda Ltd. as the surviving company, and with CMB.TECH as the issuer of the merger consideration shares (the “Merger”).   Approval by Golden Ocean shareholders  At yesterday’s s...

Guy Sips ... (+7)
  • Guy Sips
  • Kristof Samoy
  • Livio Luyten
  • Michiel Declercq
  • Thomas Couvreur
  • Wim Hoste
  • Wim Lewi
 PRESS RELEASE

PRESS RELEASE: Golden Ocean SGM results

PRESS RELEASE: Golden Ocean SGM results Antwerp, Aug. 19, 2025 (GLOBE NEWSWIRE) -- CMB.TECH NV (NYSE: CMBT & Euronext Brussels: CMBT) (“CMB.TECH”) notes that Golden Ocean Group Limited (NASDAQ: GOGL & Euronext Oslo Børs: GOGL) ("Golden Ocean") has announced that it held a Special General Meeting ("Golden Ocean SGM") of the shareholders of Golden Ocean today, 19 August 2025, at 09:00 (local time) at Hamilton Princess and Beach Club, 76 Pitts Bay Road, Hamilton HM 08. Golden Ocean has announced that all resolutions set out in the notice of the Golden Ocean SGM were approved by the shareho...

 PRESS RELEASE

Press release: Publication of exemption document

Press release: Publication of exemption document Antwerp, Aug. 14, 2025 (GLOBE NEWSWIRE) -- CMB.TECH NV (NYSE: CMBT & Euronext Brussels: CMBT) (“CMB.TECH”) hereby informs that it has published an exemption document and a special report of the supervisory board, in connection with the contemplated stock-for-stock merger with Golden Ocean Group Limited (NASDAQ: GOGL & Euronext Oslo Børs: GOGL) ("Golden Ocean" and the “Merger”). Exemption Document In accordance with Article 1 (5) (f) of Regulation (EU) 2017/1129 of the European Parliament and of the Council of 14 June 2017 (the “Prospect...

Hilde Van Boxstael ... (+8)
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Kristof Samoy
  • Livio Luyten
  • Lynn Hautekeete
  • Michiel Declercq
  • Thomas Couvreur
  • Wim Lewi

Morning Notes : ADYEN NA, CMBT BB, FUR NA, NEXTA BB, SIP BB, SHUR BB, ...

: ADYEN NA, CMBT BB, FUR NA, NEXTA BB, SIP BB, SHUR BB, FAST NA, ZEAL DC

 PRESS RELEASE

CMB.TECH Business update Q2 2025 results

CMB.TECH Business update Q2 2025 results Antwerp, Aug. 14, 2025 (GLOBE NEWSWIRE) -- CMB.TECH NV (NYSE: CMBT & Euronext: CMBT) (“CMBT”, “CMB.TECH” or “the Company”) will release its second quarter 2025 earnings prior to market opening on Thursday 28 August 2025 and will host a conference call at 8 a.m. EST / 2 p.m. CET to discuss the results for the quarter. Due to the proximity of the expected closing date of the contemplated stock-for-stock merger between CMB.TECH and Golden Ocean Group Limited (“Golden Ocean”), CMB.TECH already provides preliminary figures related to the Q2 2025 results...

 PRESS RELEASE

Change in composition of the Supervisory Board of ForFarmers

Change in composition of the Supervisory Board of ForFarmers Lochem, 12 August 2025 Change in composition of the Supervisory Board of ForFarmers ForFarmers today announces that Erwin Wunnekink, member of the Supervisory Board, has decided to step down from his position as of 1 November 2025. Mr Wunnekink has indicated that he will pursue a new professional opportunity elsewhere, which is not compatible with his role on the Supervisory Board of ForFarmers. "It is unfortunate that Erwin Wunnekink will leave ForFarmers earlier than planned, ahead of his scheduled departure at the AGM in 202...

 PRESS RELEASE

Wijziging in samenstelling Raad van Commissarissen ForFarmers

Wijziging in samenstelling Raad van Commissarissen ForFarmers Lochem, 12 augustus 2025 Wijziging in samenstelling Raad van Commissarissen ForFarmers ForFarmers maakt vandaag bekend dat Erwin Wunnekink, lid van de Raad van Commissarissen, heeft besloten zijn functie per 1 november 2025 neer te leggen. De heer Wunnekink heeft aangegeven een nieuwe professionele uitdaging aan te gaan elders, hetgeen niet te combineren is met zijn rol binnen de Raad van Commissarissen van ForFarmers. "Het is jammer dat we, voortijdig aan zijn geplande aftreden tijdens de AvA in 2027, afscheid moeten nemen va...

 PRESS RELEASE

CMB.TECH's update on the Golden Ocean merger process

CMB.TECH's update on the Golden Ocean merger process Antwerp, Aug. 11, 2025 (GLOBE NEWSWIRE) -- CMB.TECH NV (NYSE: CMBT & Euronext Brussels: CMBT) (“CMB.TECH”) provides an additional market update on the progress of the contemplated stock-for-stock merger between CMB.TECH and Golden Ocean Group Limited (NASDAQ: GOGL & Euronext Oslo Børs: GOGL) ("Golden Ocean"). The transaction is structured as a stock-for-stock merger, with Golden Ocean merging with and into CMB.TECH Bermuda Ltd. ("CMB.TECH Bermuda”), a wholly-owned subsidiary of CMB.TECH, with CMB.TECH Bermuda as the surviving company ...

Michiel Declercq
  • Michiel Declercq

bpost Conference call feedback and model update post 2Q25

Despite the ongoing headwinds, bpost reported better than expected 2Q25 results, with the adj. EBIT of € 58.3m exceeding expectations (kbcse: € 46m, css: € 48m). While results in Belgium were somewhat lower, this was offset by better than expected results in the other divisions while Staci's performance was in line. Although sales pressure at Radial US continued following the termination of contracts in 2024 and early 2025, we are pleased to see that its new fast track offering is gaining tracti...

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