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Marc Zwartsenburg ... (+2)
  • Marc Zwartsenburg
  • CEFA

ING Benelux Favourites/Weekly performance and valuation update

We update the performance of our ING Benelux Favourites list as well as all valuation and ranking tables for our coverage universe. Performance on the front page is dated from the 27 January 2025, while historical performance is included on the second page. The methodology for our favourites selection is based on a bottom-up approach with a focus on absolute performance with clear near-term triggers. It is a rolling list, ie, stocks can enter/exit whenever we think opportune. The ING Benelux Fav...

Compagnie du Bois Sauvage S.A.: 1 director

A director at Compagnie du Bois Sauvage S.A. sold 112 shares at 256.180EUR and the significance rating of the trade was 52/100. 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 last two ...

 PRESS RELEASE

Openbaarmaking van kennisgeving ontvangen van Alychlo

Openbaarmaking van kennisgeving ontvangen van Alychlo Gereglementeerde informatie Nazareth (België)/Rotterdam (Nederland), 18 juli 2025 – 18 CET Openbaarmaking van kennisgeving ontvangen van Alychlo Fagron heeft een kennisgeving ontvangen op grond van de Belgische Wet van 2 mei 2007 op de openbaarmaking van belangrijke deelnemingen in beursgenoteerde vennootschappen van Alychlo NV. Kennisgeving van Alychlo NV Op 14 juli 2025 ontving Fagron een melding dat het belang van Alychlo NV de meldingsdrempel van 3% had overschreden als gevolg van de verkoop van stemrechtverlenende effecten of s...

 PRESS RELEASE

Disclosure of notification received from Alychlo

Disclosure of notification received from Alychlo Regulated information Nazareth (Belgium)/Rotterdam (The Netherlands), 18 July 2025 – 6 PM CET Disclosure of notification received from Alychlo Fagron received a notification based on the Belgian law of 2 May 2007 regarding the disclosure of major shareholdings in listed companies from Alychlo NV. Notification by Alychlo NV On 14 July 2025, Fagron received a notification that the shareholding of Alychlo NV, crossed the disclosure threshold of 3% downwards as the result of the disposal of voting securities or voting rights on 25 July 2024....

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

GBL: 1H25 preview; Greenyard: Results of initial acceptance period of voluntary and conditional takeover bid; Proximus: Weak Route Mobile results 1Q26, change in CEO; Staffing sector: Manpower 2Q25 beats; 3Q25 outlook only slightly better Coverage change Events Calendar

Robert Jan Vos ... (+2)
  • Robert Jan Vos
  • Usama Tariq

Fagron N.V. : A serial compounder in the pharma land, we raise our tar...

We’ve raised our medium term estimates for Fagron, expecting mid-term sales growth of 8.3% versus guidance (high single digit), likely topped by 2% via M&A and further supported by rising (AA-OB at 20.8% for 2027) margins (21% by 2027). At ~13.3x (AA-OB) 2026 P/E, Fagron is valued attractively, leading us to raise our target price to €27 per share.

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Aalberts: First hydronic flow control takeover in US; Ahold Delhaize: Preview 2Q25; EVS: Wins 2026 world cup contract Big Event Rental; Exor: A tad more Philips; Via Transportation reviving IPO plans; Heijmans: 1H25 preview; looks to be on track; KPN: 2Q25 preview; Montea: €24m acquisition in Dutch logistics hotspot; Ontex: Peer Essity 2Q25 results; RELX: 1H25 preview; Sligro: Weak 1H25 calls for 7.5% downgrade to consensus at EBITDA level; Events Calendar

Stijn Demeester
  • Stijn Demeester

Fagron/1H25 preview: Organic growth sound, FX bites/BUY

We update our model and target price to reflect recent adverse FX trends, with our organic growth assumptions unchanged. We reiterate our BUY on Fagron, an ING Benelux Favourite, as its strengthening track record, high visibility on organic growth and attractive valuation at c.9x/8x 2026F/2027F EV/EBITDA, lay the grounds for a re-rating as the company further executes on its growth agenda.

Guy Sips ... (+9)
  • Guy Sips
  • Hilde Van Boxstael
  • Kristof Samoy
  • Livio Luyten
  • Michiel Declercq
  • Thibault Leneeuw
  • Thomas Vranken
  • Wim Hoste
  • Wim Lewi

Dynamic Top Pick List Update July: Removing Fagron and Melexis, Adding...

Since the last publication of our Dynamic Top Pick List on 5 June 2025, our selection has seen again a nice outperformance versus the reverence indices (AEX, Bel20 and Eurostoxx50) of on average 3.3%. Our July update brings 3 adjustments to the list : Since being added to the list in December 2024, Fagron's share price has surged +/-22%, driven by strong Q1 2025 results and robust growth across all regions. Fagron reaffirmed its FY25 guidance and unveiled its “Compounding for Growth” strategy, ...

EXMAR NV: 1 director

A director at EXMAR NV bought 35,243 shares at 11.500EUR and the significance rating of the trade was 61/100. 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 last two years clearly show...

David Vagman ... (+2)
  • David Vagman
  • CFA

EVS/Swiftly navigating more difficult waters/BUY

We reiterate our BUY as we think EVS will do well in a tougher environment for European exporters, especially those looking to grow in the US, with broadcasting clients exposed to advertising cycles. As last year, EVS again had a weak 1Q order intake, fuelling concerns given the stock had been very strong after a very solid 2H24. We think these fears are exaggerated, with management issuing a reassuring EBIT guidance at 1Q, confirming its sales range guidance excluding FX, and indicating its pip...

Stijn Demeester
  • Stijn Demeester

Fagron/Confident ambitions not yet priced in/BUY

We raise our target price to €26 per share from €22.5 and reiterate our BUY recommendation, as we find Fagron's recent step-up in growth targets is not yet priced in. Given high visibility on organic growth, attractive value and a strengthening track record, Fagron remains on the ING Benelux Favourites list.

Guy Sips ... (+5)
  • Guy Sips
  • Kristof Samoy
  • Livio Luyten
  • Thomas Vranken
  • Wim Hoste
Wim Lewi
  • Wim Lewi

Dollar Weakness The impact on our Benelux Coverage

In general, a weaker USD has a negative impact on Benelux stocks, particularly for companies with significant exports to the US. In this note we selected a list of companies with high US export exposure and we examine the potential impact on FY25 earninings. On top of the weak dollar, rising trade tensions or the introduction of tariffs further harm Benelux exporters. As the dollar depreciates against the euro, European goods become costlier for American consumers. At the same time, revenues ear...

Guy Sips ... (+6)
  • Guy Sips
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Thibault Leneeuw
  • Thomas Vranken
  • Wim Lewi
 PRESS RELEASE

EVS Communicates the Results of the Extraordinary General Meeting of J...

EVS Communicates the Results of the Extraordinary General Meeting of June 10, 2025 EVS COMMUNICATES THE RESULTS OF THE EXTRAORDINARY GENERAL MEETING OF JUNE 10, 2025 EVS Broadcast Equipment SA, leading provider of live video production systems, held a postponed Extraordinary General Meeting on Tuesday, June 10, 2025 (due to the lack of attendance quorum at the Extraordinary General Meeting convened on May 20, 2025). In total 163 shareholders representing 3,721,388 shares, or 25.97% of the company shares, attended (by proxy) the Extraordinary General Meeting held physically at the compan...

 PRESS RELEASE

EVS COMMUNIQUE LES RESULTATS DE L’ASSEMBLEE GENERALE EXTRAORDINAIRE DU...

EVS COMMUNIQUE LES RESULTATS DE L’ASSEMBLEE GENERALE EXTRAORDINAIRE DU 10 JUIN 2025 EVS COMMUNIQUE LES RESULTATS DE L’ASSEMBLEE GENERALE EXTRAORDINAIRE DU 10 JUIN 2025 EVS Broadcast Equipment SA, leader des systèmes de production vidéo en direct, a tenu ce mardi 10 juin 2025 une Assemblée Générale Extraordinaire reportée (l’Assemblée Générale Extraordinaire convoquée le 20 mai 2025 n’ayant pas réuni le quorum de présence requis). Au total, 163 actionnaires représentant 3.721.388 titres, soit 25,97% du capital de la société, ont pris part (par procuration) à cette Assemblée qui s’est dér...

 PRESS RELEASE

Fagron increases share capital through exercise subscription rights

Fagron increases share capital through exercise subscription rights Regulated informationNazareth (Belgium)/Rotterdam (The Netherlands), 6 June 2025 – 7PM CET Fagron increases share capital through exercise subscription rights Fagron announces that as a result of the exercise of subscription rights, 85,000 new shares have been issued on 6 June 2025. In accordance with the Belgian transparency legislation, Fagron notes that its total share capital currently amounts to € 504,303,905.59. The total number of shares with voting rights after the issue amounts to 73,313,904 which is also ...

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