reports
- ING Helpdesk
KPN reports on progress of € 250m share buyback
KPN reports on progress of € 250m share buyback KPN has repurchased 1,912,000 KPN ordinary shares in the period from 16 June to 20 June 2025. The shares were repurchased at an average price of € 4.14 per share for a total consideration of € 7.9m. These repurchases are part of the € 250m share buyback started on 25 February 2025 and reflect KPN's commitment to structurally return additional capital to its shareholders. The total number of ordinary shares repurchased until 13 June 2025 is 50,723,738 for a total consideration of € 202.4m. Transaction details of the share buyback are availabl...
- Hilde Van Boxstael
- Jacob Mekhael
- Wim Lewi
- Jacob Mekhael
Hyloris Agreement with Kuvatris could generate a priority review vouch...
Hyloris announced the signing of an R&D funding agreement of $ 2m (plus $ 1.6m equity investment) with Kuvatris to support the development and US approval of intravenous (IV) suramin to treat human African trypanosomiasis (HAT). Given the rare nature of HAT, the value of this program lies in its potential to secure a transferable PRV. Recent examples show PRVs being sold for $160m – Hyloris could get just over 50% of net proceeds, if successful. We see this as a creative deal to boost the compan...
- David Vagman
- CFA
KPN/Solid but some risks to the growth beyond 2027/HOLD
We acknowledge the shares have done well, +19% YTD, +9% vs the SXKP, on solid execution in the benign Dutch environment, and telecom stocks finally rerating. We agree the attractive FCF/cash returns profile to 2027, and low leverage, are not at risk. Management is committed to deliver its capex step down. However, we think this is better priced in, the risk return is less obvious and the growth beyond the 2027 “victory” will come with some twists. We think VodafoneZiggo's counter offensive (reta...
KPN reports on progress of € 250m share buyback
KPN reports on progress of € 250m share buyback KPN has repurchased 2,540,000 KPN ordinary shares in the period from 9 June to 13 June 2025. The shares were repurchased at an average price of € 4.13 per share for a total consideration of € 10.5m. These repurchases are part of the € 250m share buyback started on 25 February 2025 and reflect KPN's commitment to structurally return additional capital to its shareholders. The total number of ordinary shares repurchased until 13 June 2025 is 48,811,738 for a total consideration of € 194.5m. Transaction details of the share buyback are availabl...
- 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...
EVS EVS BROADCAST EQUIPMENT SA
SOLB SOLVAY SA
UCB UCB S.A.
DIE D'IETEREN SA
SIP SIPEF GROUP
SOF SOFINA SA
ASM ASM INTERNATIONAL N.V.
ARCAD ARCADIS NV
ROYAL VOPAK NV
AALB AALBERTS N.V.
MELE MELEXIS NV
KIN KINEPOLIS GROUP NV
ABI ANHEUSER-BUSCH INBEV SA/NV
AD KONINKLIJKE AHOLD DELHAIZE N.V.
ASML ASML HOLDING NV
ARGX ARGEN-X SE
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ADYEN ADYEN NV
BAR BARCO NV
FUR FUGRO NV
DSFIR KONINKLIJKE DSM N.V.
AGN AEGON N.V.
SYENS SYENSQO
- ING Helpdesk
KPN reports on progress of € 250m share buyback
KPN reports on progress of € 250m share buyback KPN has repurchased 2,801,895 KPN ordinary shares in the period from 2 June to 6 June 2025. The shares were repurchased at an average price of € 4.17 per share for a total consideration of € 11.7m. These repurchases are part of the € 250m share buyback started on 25 February 2025 and reflect KPN's commitment to structurally return additional capital to its shareholders. The total number of ordinary shares repurchased until 6 June 2025 is 46,271,738 for a total consideration of € 184.0m. Transaction details of the share buyback are available ...
- Guy Sips
- Jacob Mekhael
- Kristof Samoy
- Livio Luyten
- Lynn Hautekeete
- Michiel Declercq
- Thibault Leneeuw
- Thomas Couvreur
- Thomas Vranken
- Wim Hoste
- Wim Lewi
Dynamic Top Pick List Update June: Removing Merus, Shurgard and Adyen ...
In this June update, we've made four adjustments to the KBC Securities Dynamic Top Pick List: 1.Merus (Removed – 27 May) was removed following the release of strong interim Phase 2 data at the ASCO 2025 conference. Its lead asset, petosemtamab, in combination with Keytruda, showed a 63% overall response rate in first-line treatment of head and neck cancer—significantly outperforming Keytruda monotherapy. The resulting share price surge validated our investment thesis. 2. Adyen (Removed) has de...
FAGR FAGRON SA
EVS EVS BROADCAST EQUIPMENT SA
XIOR XIOR STUDENT HOUSING N.V.
DIE D'IETEREN SA
SOF SOFINA SA
ROYAL VOPAK NV
MELE MELEXIS NV
KIN KINEPOLIS GROUP NV
MRUS MERUS B V
ADYEN ADYEN NV
WDP WAREHOUSES DE PAUW SCA
AZE AZELIS GROUP NV
DEME DEME GROUP NV
SHUR SHURGARD SELF STORAGE LIMITED
- Guy Sips
- Jacob Mekhael
- Livio Luyten
- Lynn Hautekeete
- Thomas Vranken
- Wim Lewi
- Jacob Mekhael
Hyloris FDA approval for Tranexamic Acid Intravenous Premix RTU
Hyloris announced that its partner Avenacy received FDA approval for its ANDA (generic NDA) of Tranexamic Acid Intravenous Premix Ready-to-Use (RTU), with launch planned for 2H25. This product, approved through the generic ANDA pathway, is non-core for the company, as Hyloris' main focus is on the more valuable reformulation and repurposing 505(b)(2) pathway. Sales of intravenous tranexamic acid reached $ 29.1m in the 12 months up to March 2025, and we estimate Hyloris could receive approx. $ 2m...
- Guy Sips
Floridienne Strong gains for Biotrop offset by greenhouse market press...
Floridienne reported, without giving exact numbers, 1Q25 sales growth driven by the exceptional momentum of Biotrop. recording a significant increase in both revenue and profitability thanks to the success of its biological solutions for open-field crops in the Brazilian market. At the same time BioFirst (previously known as BioBest) saw increased competition in North America in the greenhouse cultivation segment, impacting the profitability of its legacy activities. We maintain our € 835 TP and...
- Guy Sips
- Jacob Mekhael
- Lynn Hautekeete
- Michiel Declercq
KPN reports on progress of € 250m share buyback
KPN reports on progress of € 250m share buyback KPN has repurchased 3,355,000 KPN ordinary shares in the period from 26 May to 30 May 2025. The shares were repurchased at an average price of € 4.16 per share for a total consideration of € 13.9m. These repurchases are part of the € 250m share buyback started on 25 February 2025 and reflect KPN's commitment to structurally return additional capital to its shareholders. The total number of ordinary shares repurchased until 30 May 2025 is 43,469,843 for a total consideration of € 172.3m. Transaction details of the share buyback are available ...
KPN reports on progress of € 250m share buyback
KPN reports on progress of € 250m share buyback KPN has repurchased 4,125,000 KPN ordinary shares in the period from 19 May to 23 May 2025. The shares were repurchased at an average price of € 4.14 per share for a total consideration of € 17.1m. These repurchases are part of the € 250m share buyback started on 25 February 2025 and reflect KPN's commitment to structurally return additional capital to its shareholders. The total number of ordinary shares repurchased until 23 May 2025 is 40,114,843 for a total consideration of € 158.4m. Transaction details of the share buyback are available ...
- Mahaut Arnaud
- Paul de Froment
- Thomas Mordelle
Avantium: participation in Michelin-led consortium
This morning, Avantium announced it has been awarded a EUR200k grant by the EU Horizon Europe programme to participate in the CERISEA consortium, led by Michelin Engineered Polymers, which aims to build and operate a 5-Hydroxymethylfurfural (5-HMF) flagship plant. This 3Kt/year industrial demo plan
- Jacob Mekhael
Hyloris Deal with AFT for XTRAZA in selected APAC regions and Canada
Hyloris announced an exclusive licensing agreement with AFT Pharmaceuticals for XTRAZA (tranexamic acid oral rinse) in Canada, Australia, New Zealand, Singapore and Hong Kong. Under the terms of the agreement Hyloris will receive up to 50% of the gross profits generated. This deal with AFT follows a previously announced agreement for 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 US...
- Hilde Van Boxstael
- Jacob Mekhael
- Livio Luyten
- Michiel Declercq
- Wim Hoste
- Wim Lewi
- Mahaut Arnaud
- Paul de Froment
- Thomas Mordelle
Avantium: factoring in the reverse stock split
Yesterday, following unanimous approval of a 1:10 reverse stock split by the Board on 14th May, Avantium began trading on a post-reverse stock split basis. As a result of the reverse stock split, shareholders have been allotted one new ordinary share with a par value of EUR1.00 for every 10 existin
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