reports
- Guy Sips
- Jacob Mekhael
- Kristof Samoy
- Thibault Leneeuw
- Thomas Couvreur
- Wim Lewi
The Agfa-Gevaert Group in Q2 2025: strong HealthCare IT performance, s...
The Agfa-Gevaert Group in Q2 2025: strong HealthCare IT performance, stable Digital Print & Chemicals performance – further decline in medical film Regulated information August 27, 2025 - 7:45 a.m. CET The Agfa-Gevaert Group in Q2 2025: strong HealthCare IT performance, stable Digital Print & Chemicals performance – further decline in medical film Group performance: Strong HealthCare IT performance and stable Digital Print & Chemicals performance not sufficiently offsetting the continued fast decline in medical filmAdjusted EBITDA decreased...
De Agfa-Gevaert Groep in het tweede kwartaal van 2025: Sterke prestati...
De Agfa-Gevaert Groep in het tweede kwartaal van 2025: Sterke prestatie HealthCare IT, stabiele prestatie Digital Print & Chemicals – verdere achteruitgang medische film Gereglementeerde informatie 27 augustus 2025 - 7:45 uur CET De Agfa-Gevaert Groep in het tweede kwartaal van 2025: Sterke prestatie HealthCare IT, stabiele prestatie Digital Print & Chemicals – verdere achteruitgang medische film Groepsprestatie: Sterke prestatie van HealthCare IT en stabiele prestatie van Digital Print & Chemicals volstaan niet om de ...
- Marc Zwartsenburg
- CEFA
- Reg Watson
- CFA
Basic-Fit/Membership trends back on track – positive lead indicators g...
We reiterate our BUY rating but raise our target price from €31.5 to €33.0 while we underline that BFIT remains on the ING Benelux Favourites list. BFIT reported solid 1H25 results with strong membership ingrowth trends in 1Q25/2Q25 and our Google search trend data suggest also ongoing positive momentum into 3Q25. The FCF in 1H25 was somewhat disappointing which for a large part was due to phasing effects. We leave our estimates more or less unchanged and continue to believe our estimates for FY...
- Thymen Rundberg
- Tijs Hollestelle
Alfen/Near-term outlook remains clouded/HOLD
Alfen reported broadly in line 1H25 results and maintained its 2025 outlook but lowered its 2026 revenue growth and adjusted its EBITDA margin guidance. As a result, we cut our FY26F revenue estimate by c.4% and our FY26F EBITDA estimate by around 16%. Alfen's Smart Grid division reported rather weak production volumes in 2Q25 and a very low quarterly gross margin, which increased the overall risk profile of the company. The Smart Grid division has the most attractive fundamental characteristics...
- Roy Külter
- Steven Boumans
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
SBS STRATEC SE
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
GN GN STORE NORD A/S
01913 PRADA S.P.A.
IMPN IMPLENIA AG
POS PORR AG
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
MONC MONCLER SPA
VGP VGP NV
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
NFN NFON AG
ALFEN ALFEN NV
SPAC 468 SPAC I SE
SUNN SUNRISE
SFZN SIEGFRIED HOLDING AG
- Roy Külter
- Steven Boumans
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
SBS STRATEC SE
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
GN GN STORE NORD A/S
01913 PRADA S.P.A.
IMPN IMPLENIA AG
POS PORR AG
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
MONC MONCLER SPA
VGP VGP NV
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
NFN NFON AG
ALFEN ALFEN NV
SPAC 468 SPAC I SE
SUNN SUNRISE
SFZN SIEGFRIED HOLDING AG
- ING Helpdesk
Benelux Morning Notes
AEGON: Addition of €200m to existing SBB, considering US domicile, results mixed. Alfen: 19% EBITDA cut, mid-point new 2026 guidance. Flow Traders: Positive volumes, negative volatility. Kinepolis: Strong profit beat on better operating leverage, higher ticket and ITS per visitor. Recticel: Peer Rockwool 2Q25 results. Tessenderlo: Solid 1H25 beat, guidance maintained. VGP: Strong results, more news on JVs to come
- Guy Sips
- Hilde Van Boxstael
- Thibault Leneeuw
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
- Mahaut Arnaud
- Paul de Froment
- Thomas Mordelle
Alfen: H1 2025 results, mid-term outlook lowered
Alfen published H1 2025 figures yesterday. Revenue came in at EUR211.5m (-13.9% YoY vs. EUR245.7m in H1 2024) mainly with challenging dynamics in EV charging and Energy Storage, while benefiting from favourable base effects in Smart Grids, which was impacted by moistening issues in Q2 2024. This wa
Zealand Pharma major shareholder announcement: Van Herk Investments B....
Zealand Pharma major shareholder announcement: Van Herk Investments B.V. Company announcement – No. 19 / 2025 Zealand Pharma major shareholder announcement: Van Herk Investments B.V. Copenhagen, Denmark, August 20, 2025 – Zealand Pharma A/S (“Zealand”) (NASDAQ: ZEAL) (CVR-no. 20045078), a biotechnology company focused on the discovery and development of innovative peptide-based medicines, today reports receipt on 20 August 2025 of notification pursuant to Section 38 of the Danish Capital Markets Act from the following major shareholder: As of 19 August 2025, Van Herk Investments B.V. (Du...
- Maxime Kogge
- Maxime Kogge
- Cor Kluis
- Cor Kluis
- Julian Dobrovolschi
- Cor Kluis
- Julian Dobrovolschi
- Cor Kluis
- Jacob Mekhael
Zealand Pharma 2Q25 results confirm timelines, upcoming CMD in Decembe...
Zealand's 2Q25 results hold no surprises, and show that the company is on track operationally with pipeline timelines being reiterated. While no big data readouts are expected for the remainder of the year, the company is gearing up for a news heavy 1H26 and we most look forward to phase 2b results with petrelintide (amylin analog, partnered with Roche). Zealand reported a cash position of DKK 16,578m, and expects an additional $ 250m in anniversary payments under the Roche agreement in addition...
- Hilde Van Boxstael
- Jacob Mekhael
- Kristof Samoy
- Livio Luyten
- Lynn Hautekeete
- Michiel Declercq
- Thomas Couvreur
- Wim Lewi
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.