reports
- Wim Lewi
Retail Estates Results 3m25/26, full year outlook maintained
NRI 3m25/26 amounts to €36.4m, +3.1% YoY vs. our expectation of €36.2m. The lfl growth amounted to a respectable 2.6%. EPRA EPS came in at €1.52, -2.5% YoY vs. 1.52 expected. The EPS was diluted by the scrip dividend that raised 18m and added 2.2% to the share count (35% acceptance). RET confirmed its FY25/26 dividend of €5.20. Despite many bankruptcies, occupancy remained relatively stable at 97.45%, a slight improvement from last March at 97.26%. The debt ratio increased to 44.06% on the divid...
- ING Helpdesk
- Hilde Van Boxstael
- Jacob Mekhael
- Kristof Samoy
- Livio Luyten
- Thibault Leneeuw
- Wim Hoste
- Wim Lewi
- Stijn Demeester
Autolus Therapeutics to Report Second Quarter 2025 Financial Results a...
Autolus Therapeutics to Report Second Quarter 2025 Financial Results and Host Conference Call on August 12, 2025 LONDON and GAITHERSBURG, Md., July 24, 2025 (GLOBE NEWSWIRE) -- Autolus Therapeutics plc (Nasdaq: AUTL), an early commercial stage biopharmaceutical company developing, manufacturing and delivering next-generation programmed T cell therapies, today announces that it will release its second quarter 2025 financial results and operational highlights before open of U.S. markets on Tuesday, August 12, 2025. Management will host a conference call and webcast at 8:30am EDT/13:30pm BS...
- Stefano Toffano
LISN CHOCOLADEFABRIKEN LINDT & SPRUENGLI AG
GIVN GIVAUDAN SA
SRT3 SARTORIUS AG PREF
CPG COMPASS GROUP PLC
HOT HOCHTIEF AG
ISP INTESA SANPAOLO S.P.A.
RY4C RYANAIR HOLDINGS PLC
UCG UNICREDIT S.P.A.
DIM SARTORIUS STEDIM BIOTECH SA
ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
AKZA AKZO NOBEL N.V.
STLA STELLANTIS N.V.
VWS VESTAS WIND SYSTEMS
- Stefano Toffano
LISN CHOCOLADEFABRIKEN LINDT & SPRUENGLI AG
GIVN GIVAUDAN SA
SRT3 SARTORIUS AG PREF
CPG COMPASS GROUP PLC
HOT HOCHTIEF AG
ISP INTESA SANPAOLO S.P.A.
RY4C RYANAIR HOLDINGS PLC
UCG UNICREDIT S.P.A.
DIM SARTORIUS STEDIM BIOTECH SA
ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
AKZA AKZO NOBEL N.V.
STLA STELLANTIS N.V.
VWS VESTAS WIND SYSTEMS
- ING Helpdesk
Benelux Morning Notes
Akzo Nobel: FX drives 2Q25 miss and FY guidance cut. dsm-firmenich: Givaudan 1H25 results. Exor: In talks over Iveco sale. Lotus Bakeries: Peer Lindt & Sprüngli 1H25 results. Proximus: CpaaS peer Sinch 2Q25 results hurt by FX. Signify: 2Q25 Preview, challenges ahead. Var Energi: Promising continuation of dividend. Vopak: Continued story. Wereldhave: Strong operational results, positive market tone, guidance raised. Events Calendar
- Stefano Toffano
- Hilde Van Boxstael
- Livio Luyten
- Lynn Hautekeete
- Michiel Declercq
- Wim Hoste
- Michiel Declercq
Autolus Aucatzyl gains EC approval in r/r adult ALL
Autolus announced that the European Commission (EC) has granted marketing authorization for Aucatzyl (obe-cel, CD19 CAR-T) for the treatment of adults aged 26+ years with r/r B-ALL. Autolus will now evaluate market entry opportunities in the EU, which we expect to take place on a country-by-country basis – the company has previously indicated that the initial focus in the EU will be on Germany. More broadly, the US commercial launch in r/r adult ALL began in early 2025, and the first quarter of ...
- Wim Hoste
Akzo Nobel FIRST LOOK: 2Q adj EBITDA -2%, FY EBITDA guidance lowered b...
2Q adjusted EBITDA dropped by 2% y/y and came in about 2% below our and consensus forecasts. Akzo lowered FY25 adj EBITDA guidance by c. 5% (from ‘above € 1.55bn' to ‘above € 1.48bn'), attributing the reduction to FX changes. The new guidance calls for an adj EBITDA that would be at least flat, with performance supported by € 170m targeted gross savings. Taking into account the volatile track record and low structural growth, we maintain our Hold rating and € 65 target price.
Autolus Therapeutics’ CAR T Therapy AUCATZYL® (Obecabtagene Autoleucel...
Autolus Therapeutics’ CAR T Therapy AUCATZYL® (Obecabtagene Autoleucel) Granted European Marketing Authorization for Adult Patients (age 26 and older) with Relapsed or Refractory B-Cell Precursor Acute Lymphoblastic Leukemia (R/R B-ALL) Approval is based on FELIX clinical trial of obecabtagene autoleucel (obe-cel) in adult patients with r/r B-ALL, demonstrating high and durable response rates and low toxicityEC approval follows positive CHMP opinion, MHRA conditional marketing authorization and FDA approval LONDON and GAITHERSBURG, Md., July 21, 2025 (GLOBE NEWSWIRE) -- Autolus Therape...
- 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...
- 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
Autolus Therapeutics Announces Inducement Grants Under Nasdaq Listing ...
Autolus Therapeutics Announces Inducement Grants Under Nasdaq Listing Rule 5635(c)(4) LONDON & GAITHERSBURG, Md., July 15, 2025 (GLOBE NEWSWIRE) -- Autolus Therapeutics plc (Nasdaq: AUTL), an early commercial-stage biopharmaceutical company developing, manufacturing and delivering next-generation programmed T cell therapies and candidates, today announced that the compensation committee of the Company's Board of Directors granted stock option awards to purchase an aggregate of 360,550 shares of its common stock to 60 employees pursuant to the Company’s 2025 Inducement Plan. The stock opti...
- Stijn Demeester
AkzoNobel/2Q25 preview and model update/HOLD
We update our model to reflect recent FX trends and a more cautious view on volumes. We trim our Adj. EBITDA estimates by c.3.5% yet increase our target price to €65 per share from €62, reflecting a higher multiple due to a re-rating of key peer PPG and an improved risk profile following the accretive divestment of AkzoNobel India.
- Adrien Frachette
NDX1 NORDEX SE
SCHP SECHE ENVIRONNEMENT
CVVTF COVESTRO AG
WCH WACKER CHEMIE AG
SOP SOPRA STERIA GROUP SA
APAML APERAM SA
BFIT BASIC-FIT NV
GIVN GIVAUDAN SA
SBMO SBM OFFSHORE NV
LXS LANXESS AG
VIRP VIRBAC SA
FII LISI SA
SDF K+S AG
BAS BASF SE
SOLB SOLVAY SA
ELIS ELIS SA
SY1 SYMRISE AG
GLB GLANBIA PLC
FDR FLUIDRA S.A.
EVK EVONIK INDUSTRIES AG
ENG ENAGAS SA
ANDR ANDRITZ AG
BNR BRENNTAG SE
INX IMCD N.V.
MAU ETABLISSEMENTS MAUREL & PROM SA
RUI RUBIS SCA
SANT S&T AG
AKZA AKZO NOBEL N.V.
TOM2 TOMTOM NV
ALHGR HOFFMANN GREEN CEMENT TECHNOLOGIES SA
FPE3 FUCHS PETROLUB SE
AZE AZELIS GROUP NV
ACLN ACCELLERON INDUSTRIES LTD
DSFIR KONINKLIJKE DSM N.V.
SYENS SYENSQO
PLX PLUXEE NV
ARYN ARYZTA AG
- Adrien Frachette
- Christophe-Raphaël Ganet
- Emmanuel Matot
SCHP SECHE ENVIRONNEMENT
CVVTF COVESTRO AG
WCH WACKER CHEMIE AG
SOP SOPRA STERIA GROUP SA
PUM PUMA SE
ORA ORANGE SA
GIVN GIVAUDAN SA
SBMO SBM OFFSHORE NV
LXS LANXESS AG
TEP TELEPERFORMANCE SE
VIRP VIRBAC SA
FII LISI SA
EOAN E.ON SE
SDF K+S AG
BAS BASF SE
SOLB SOLVAY SA
ELIS ELIS SA
SY1 SYMRISE AG
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
FDR FLUIDRA S.A.
EVK EVONIK INDUSTRIES AG
ENG ENAGAS SA
ANDR ANDRITZ AG
BNR BRENNTAG SE
INX IMCD N.V.
RUI RUBIS SCA
SANT S&T AG
ADYEN ADYEN NV
AKZA AKZO NOBEL N.V.
MRNA MODERNA INC.
FPE3 FUCHS PETROLUB SE
AZE AZELIS GROUP NV
ACLN ACCELLERON INDUSTRIES LTD
DSFIR KONINKLIJKE DSM N.V.
SYENS SYENSQO
- Adrien Frachette
NDX1 NORDEX SE
SCHP SECHE ENVIRONNEMENT
CVVTF COVESTRO AG
TKA THYSSENKRUPP AG
WCH WACKER CHEMIE AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
SOP SOPRA STERIA GROUP SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
BFIT BASIC-FIT NV
SSAB A SSAB AB CLASS A
GIVN GIVAUDAN SA
SBMO SBM OFFSHORE NV
ARYN ARYZTA AG
SZG SALZGITTER AG
LXS LANXESS AG
VIRP VIRBAC SA
FII LISI SA
VOE VOESTALPINE AG
SDF K+S AG
ACX ACERINOX SA
BAS BASF SE
SOLB SOLVAY SA
ERA ERAMET SA
ELIS ELIS SA
SY1 SYMRISE AG
GLB GLANBIA PLC
NDA AURUBIS AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
FDR FLUIDRA S.A.
EVK EVONIK INDUSTRIES AG
ENG ENAGAS SA
ANDR ANDRITZ AG
BNR BRENNTAG SE
INX IMCD N.V.
RIO RIO TINTO PLC
MAU ETABLISSEMENTS MAUREL & PROM SA
BHP BHP GROUP LTD
RUI RUBIS SCA
AMAG AMAG AUSTRIA METALL AG
SANT S&T AG
AKZA AKZO NOBEL N.V.
TOM2 TOMTOM NV
ALHGR HOFFMANN GREEN CEMENT TECHNOLOGIES SA
VUL VULCAN ENERGY RESOURCES
FPE3 FUCHS PETROLUB SE
AZE AZELIS GROUP NV
ACLN ACCELLERON INDUSTRIES LTD
DSFIR KONINKLIJKE DSM N.V.
SYENS SYENSQO
PLX PLUXEE NV
AAL ANGLO AMERICAN PLC
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