reports
- Jacob Mekhael
Sequana Medical Publishes alfapump case report in journal, US launch o...
Sequana announced the publication of a case report of a patient in the POSEIDON study that underwent a successful robotic hernia repair following control of their ascites with the alfapump. Looking ahead, the US commercial launch remains on track for this quarter. Should the company demonstrate initial commercial traction during the soft launch phase, this could trigger additional investor interest to fund the company into the broader launch, which is expected in 2Q26. We reiterate our € 5 TP an...
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Kristof Samoy
- Livio Luyten
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
- Jerôme Bodin
CLN CLARIANT AG
BEKB BEKAERT SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
MF WENDEL SE
INF INFOTEL SA
DEC JCDECAUX SA
FAGR FAGRON SA
NTG NETGEM SA
MRN MERSEN SA
MTU MANITOU BF SA
ELG ELMOS SEMICONDUCTOR SE
BB SOCIETE BIC SA
NEX NEXANS SA
ERA ERAMET SA
ELIS ELIS SA
AIXA AIXTRON SE
VIS VISCOFAN S.A.
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
SESL SES-IMAGOTAG SA
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
FDR FLUIDRA S.A.
MELE MELEXIS NV
CSM CORBION NV
SPIE SPIE SA
MEL MELIA HOTELS INTERNATIONAL S.A.
TKO TIKEHAU CAPITAL SCA
DUFN DUFRY AG
ALD ALD SA
MEDCL MEDINCELL SA
HAG HENSOLDT AG
COP COMPUGROUP MEDICAL SE & CO. KGAA
ZEL PHARMA MAR SA
TCH TECHNICOLOR SA
TE TECHNIP ENERGIES NV
ALHRS HYDROGEN REFUELING SOLUTIONS
HGEA HGEARS AG
AZE AZELIS GROUP NV
IVG IVECO GROUP
FLOW FLOW TRADERS LTD
AF AIR FRANCE - KLM
ORP ORPEA
PLNW PLANISWARE
EXENS EXOSENS
LOCAL SOLOCAL GROUP
HBX HBX GROUP INTERNATIONAL PLC
- Jerôme Bodin
CLN CLARIANT AG
BEKB BEKAERT SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
MF WENDEL SE
INF INFOTEL SA
DEC JCDECAUX SA
FAGR FAGRON SA
NTG NETGEM SA
MRN MERSEN SA
MTU MANITOU BF SA
ELG ELMOS SEMICONDUCTOR SE
BB SOCIETE BIC SA
NEX NEXANS SA
ERA ERAMET SA
ELIS ELIS SA
AIXA AIXTRON SE
VIS VISCOFAN S.A.
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
SESL SES-IMAGOTAG SA
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
FDR FLUIDRA S.A.
MELE MELEXIS NV
CSM CORBION NV
SPIE SPIE SA
MEL MELIA HOTELS INTERNATIONAL S.A.
TKO TIKEHAU CAPITAL SCA
DUFN DUFRY AG
ALD ALD SA
MEDCL MEDINCELL SA
HAG HENSOLDT AG
COP COMPUGROUP MEDICAL SE & CO. KGAA
ZEL PHARMA MAR SA
TCH TECHNICOLOR SA
TE TECHNIP ENERGIES NV
ALHRS HYDROGEN REFUELING SOLUTIONS
HGEA HGEARS AG
AZE AZELIS GROUP NV
IVG IVECO GROUP
FLOW FLOW TRADERS LTD
AF AIR FRANCE - KLM
ORP ORPEA
PLNW PLANISWARE
EXENS EXOSENS
LOCAL SOLOCAL GROUP
HBX HBX GROUP INTERNATIONAL PLC
- Robert Jan Vos
- Usama Tariq
- ING Helpdesk
Benelux Morning Notes
AB InBev: 2Q25 results. Air France-KLM: Nice beat, let's see how FY25 finishes. AMG: Uptrend continues in 2Q25 with 23% EBITDA beat and guidance up to +US$200m. Aperam: Slight 2Q25 EBITDA beat, 3Q25 seen down QoQ. Arcadis: EBITA margin held up well in 2Q25, order intake mixed. Ayvens: 2Q25 results. Azelis: Soft but largely in-line 2Q25 with EMEA offsetting weaker APAC. Bekaert: 1H25 miss and lowered outlook to result in c.5% consensus downside. Corbion: Taking it to the wire. dsm...
APAML APERAM SA
FAGR FAGRON SA
UCB UCB S.A.
AF AIR FRANCE-KLM SA
ARCAD ARCADIS NV
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
ONTEX ONTEX GROUP N.V.
CSM CORBION NV
ABI ANHEUSER-BUSCH INBEV SA/NV
ALD ALD SA
AZE AZELIS GROUP NV
SHEL SHELL PLC
FLOW FLOW TRADERS LTD
DSFIR KONINKLIJKE DSM N.V.
SYENS SYENSQO
- Hilde Van Boxstael
- Jacob Mekhael
- Michiel Declercq
- Thibault Leneeuw
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
Fagron delivers strong performance with 11% topline growth and 12% inc...
Fagron delivers strong performance with 11% topline growth and 12% increase in REBITDA for H1 2025 Regulated information - inside informationNazareth (Belgium)/Rotterdam (The Netherlands), 31 July 2025 – 7:00 AM CET Fagron delivers strong performance with 11% topline growth and 12% increase in REBITDA for H1 2025 Fagron, the leading global player in pharmaceutical compounding today publishes its first half results for the period ending 30 June 2025. Key Highlights Strong revenue performance with 10.9% reported revenue growth (14.4% at CER1) and 11.3% organic growth at CER 12.3% R...
Fagron levert sterke resultaten met een omzetgroei van 11% en 12% stij...
Fagron levert sterke resultaten met een omzetgroei van 11% en 12% stijging van REBITDA in H1 2025 Gereglementeerde informatie - voorkennisNazareth (België)/Rotterdam (Nederland), 31 juli 2025 – 07.00 uur CET Fagron levert sterke resultaten met een omzetgroei van 11% en 12% stijging van REBITDA in H1 2025 Fagron, de toonaangevende wereldwijde speler op het gebied van farmaceutische compounding, publiceert vandaag haar eerste halfjaarresultaten voor de periode eindigend op 30 juni 2025. Belangrijkste hoogtepunten Sterke omzetresultaten met een gerapporteerde omzetgroei van 10,9% (1...
- Charlotte Vaisse
- Marc Lavaud
- Oliver Metzger
- Thomas Zlowodzki
- Usama Tariq
- Wim Gille
AI AIR LIQUIDE SA
RR. ROLLS-ROYCE HOLDINGS PLC
BVI BUREAU VERITAS SA
MTX MTU AERO ENGINES AG
ORA ORANGE SA
HO THALES SA
RXL REXEL SA
FGA FIGEAC AERO SA
RHM RHEINMETALL AG
ALV ALLIANZ SE
EL ESSILORLUXOTTICA SA
PHIA KONINKLIJKE PHILIPS N.V.
FII LISI SA
GOE GROUPE GORGE SA
ELE ENDESA S.A.
SAF SAFRAN S.A.
AIR AIRBUS SE
BA. BAE SYSTEMS PLC
ANA ACCIONA SA
FACC FACC AG
SAN BANCO SANTANDER S.A.
LDO LEONARDO SPA
AZN ASTRAZENECA PLC
SIK SIKA AG
HAG HENSOLDT AG
STLA STELLANTIS N.V.
AERO MONTANA AEROSPACE AG
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
AM DASSAULT AVIATION
SGSN SGS SA
LAT LATECOERE
R3NK RENK GROUP AG
EXENS EXOSENS
- Charlotte Vaisse
- Marc Lavaud
- Oliver Metzger
- Thomas Zlowodzki
- Usama Tariq
- Wim Gille
AI AIR LIQUIDE SA
RR. ROLLS-ROYCE HOLDINGS PLC
BVI BUREAU VERITAS SA
MTX MTU AERO ENGINES AG
ORA ORANGE SA
HO THALES SA
RXL REXEL SA
FGA FIGEAC AERO SA
RHM RHEINMETALL AG
ALV ALLIANZ SE
EL ESSILORLUXOTTICA SA
PHIA KONINKLIJKE PHILIPS N.V.
FII LISI SA
GOE GROUPE GORGE SA
ELE ENDESA S.A.
SAF SAFRAN S.A.
AIR AIRBUS SE
BA. BAE SYSTEMS PLC
ANA ACCIONA SA
FACC FACC AG
SAN BANCO SANTANDER S.A.
LDO LEONARDO SPA
AZN ASTRAZENECA PLC
SIK SIKA AG
HAG HENSOLDT AG
STLA STELLANTIS N.V.
AERO MONTANA AEROSPACE AG
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
AM DASSAULT AVIATION
SGSN SGS SA
LAT LATECOERE
R3NK RENK GROUP AG
EXENS EXOSENS
- Robert Jan Vos
Heineken N.V. reports the progress of transactions under its current s...
Heineken N.V. reports the progress of transactions under its current share buyback programme Heineken N.V. reports the progress of transactions under its current share buyback programme Amsterdam, 28 July 2025 - Heineken N.V. (EURONEXT: HEIA; OTCQX: HEINY) hereby reports transaction details related to the first €750 million tranche of its €1.5 billion share buyback programme as communicated on 12 February 2025. From 21 July 2025 up to and including 25 July 2025 a total of 70,000 shares were repurchased on exchange at an average price of € 77.87. During the same period, 70,010 shares ...
- Ahmed Ben Salem
- Bruno Cavalier
- Thomas Zlowodzki
MC LVMH MOET HENNESSY LOUIS VUITTON SE
COV COVIVIO SA
SK SEB SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
AGS AGEAS SA/NV
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
ENI ENI S.P.A.
VOW3 VOLKSWAGEN AG PREF
01913 PRADA S.P.A.
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
REY REPLY S.P.A.
BG BAWAG GROUP AG
RMV RIGHTMOVE PLC
8TRA TRATON SE
- Ahmed Ben Salem
- Bruno Cavalier
- Thomas Zlowodzki
MC LVMH MOET HENNESSY LOUIS VUITTON SE
COV COVIVIO SA
SK SEB SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
AGS AGEAS SA/NV
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
ENI ENI S.P.A.
VOW3 VOLKSWAGEN AG PREF
01913 PRADA S.P.A.
NEM NEMETSCHEK SE
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
REY REPLY S.P.A.
BG BAWAG GROUP AG
RMV RIGHTMOVE PLC
8TRA TRATON SE
DSY DASSAULT SYSTEMES SA
- Robert Jan Vos
- ING Helpdesk
- Hilde Van Boxstael
- Jacob Mekhael
- Kristof Samoy
- Livio Luyten
- Thibault Leneeuw
- Wim Hoste
- Wim Lewi
- Wim Hoste
Heineken FIRST LOOK: 1H operating profit beia +7.4%, FY guidance of +4...
1H organic operating profit (beia) growth of +7.4% beat our and consensus expectations (of c. 3%), on solid progress with efficiency measures (over €300m). Heineken did reiterate FY organic operating profit (beia) growth guidance of 4-8% (KBCS 4%, CSS 5%). We still appreciate Heineken for the organic earnings recovery potential in coming years (c. 6% organic operating profit beia CAGR estimate over 2024-2027), supported by sizeable cost savings initiatives (€ 400m/y) and payback from gradually i...
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