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Guy Sips ... (+6)
  • Guy Sips
  • Jacob Mekhael
  • Mathijs Geerts Danau
  • Michiel Declercq
  • Thibault Leneeuw
  • Wim Hoste

Morning Notes : ABI BB, ASML NA, BAR BB, OPTI BB, HEIA NA, IVA FP, PRO...

: ABI BB, ASML NA, BAR BB, OPTI BB, HEIA NA, IVA FP, PROX BB, SEQUA BB, MRUS US

 PRESS RELEASE

Participation notifications by Morgan Stanley

Participation notifications by Morgan Stanley Press release                                                                  Regulated information Brussels, September 26, 2025, 17:45 CEST In line with Belgian transparency legislation (Law of May 2, 2007), Morgan Stanley recently sent to Solvay the following transparency notifications indicating that they crossed the threshold of 3%.  Here is a summary of the notifications: Date on which the threshold was crossed Voting rights after the transaction Equivalent financial instruments after the transaction Total September 18, 2025 0.00%...

 PRESS RELEASE

Notifications de participation par Morgan Stanley

Notifications de participation par Morgan Stanley Communiqué de presse                                                                 Information réglementée Bruxelles, le 26 septembre 2025 - 17h45 CEST Conformément à la législation et réglementation en matière de transparence financière (loi du 2 mai 2007), Morgan Stanley a envoyé récemment à Solvay les notifications de transparence suivantes indiquant avoir franchi le seuil de 3%.  Voici un résumé des notification: Date à laquelle le seuil a été franchi Droits de vote après la transaction Instruments financiers équivalent...

 PRESS RELEASE

Participatiemeldingen van Morgan Stanley

Participatiemeldingen van Morgan Stanley Persbericht                                                                 Gereglementeerde informatie Brussel, 26 september 2025 - 17u45 CEST  In overeenstemming met de Belgische transparantiewetgeving (Wet van 2 mei 2007) heeft Morgan Stanley onlangs de volgende transparantiekennisgevingen naar Solvay gestuurd om aan te geven dat ze de drempel van 3% heeft overschreden.  Hier is een samenvatting van de bewegingen: Datum van drempeloverschrijding Stemrechten na de transactie Aan stemrechten gelijkgestelde financiële instrumenten na ...

Guy Sips ... (+8)
  • Guy Sips
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Livio Luyten
  • Mathijs Geerts Danau
  • Michiel Declercq
  • Thibault Leneeuw
  • Wim Hoste

Morning Notes : ACKB BB, COLR BB, DSFIR NA, FAGR BB, HYL BB, SEQUA BB,...

: ACKB BB, COLR BB, DSFIR NA, FAGR BB, HYL BB, SEQUA BB, TWEKA NA, DEME BB

Jacob Mekhael ... (+2)
  • Jacob Mekhael
  • Mathijs Geerts Danau

Life Sciences Conference 25 Sep 2025

KBC Securities will host its annual life sciences conference on 25 September in Brussels. The event will include 14 exciting companies, both public and private, from the BeNeLux ecosystem and beyond. In this conference note, we provide an overview of the attending companies, as well as an outlook on KBC Securities' life sciences broader coverage.

Guy Sips ... (+6)
  • Guy Sips
  • Hilde Van Boxstael
  • Livio Luyten
  • Michiel Declercq
  • Wim Hoste
  • Wim Lewi

Morning Notes : BREB BB, OPTI BB, EXM BB, SOLB BB, WDP BB, DEME BB, JD...

: BREB BB, OPTI BB, EXM BB, SOLB BB, WDP BB, DEME BB, JDEP NA, ENRGY BB

Daimler Truck : Sustainability Weekly 8 - 12 September 2025

Last week, we published a report in which we propose ideas on the theme of sustainable sovereignty. Technip Energies signed an agreement to acquire the Advanced Materials & Catalysts business of Ecovyst Inc, a global leader in specialty catalysts and advanced materials. The IEA is expected to reintroduce its slow transition scenario, ‘Current Policies’, in its next World Energy Outlook, probably under pressure from the Trump administration. German Chancellor Merz has hinted at a slowdown in the ...

Daimler Truck : Sustainability Weekly 8 – 12 septembre 2025

La semaine passée, nous avons publié une étude où nous proposons des idées pour la thématique de la souveraineté durable. Technip a signé un accord en vue d'acquérir l'activité Advanced Materials & Catalysts d'Ecovyst Inc, leader mondial des catalyseurs spéciaux et des matériaux avancés. L'AIE devrait réintroduire son scénario de transition lente « Current Policies » dans son prochain World Energy Outlook, probablement sous la pression de l'administration Trump. Le chancelier allemand Merz a lai...

 PRESS RELEASE

Participation notification by Morgan Stanley

Participation notification by Morgan Stanley Press release                                                                  Regulated information Brussels, August 29, 2025, 17h45 CEST In line with Belgian transparency legislation (Law of May 2, 2007), Morgan Stanley recently sent to Solvay the following transparency notification, indicating that it has crossed the threshold of 3% and now holds less than 3%.  The notification, dated August 27, 2025, contains the following information: Reason for the notification:  Acquisition or disposal of financial instruments that are treated as vo...

 PRESS RELEASE

Notification de participation par Morgan Stanley

Notification de participation par Morgan Stanley Communiqué de presse                                                                 Information réglementée Bruxelles, le 29 août 2025 - 17h45 CEST Conformément à la législation et réglementation en matière de transparence financière (loi du 2 mai 2007), Morgan Stanley a récemment envoyé à Solvay la notification de transparence suivante indiquant qu’il a franchi le seuil de 3 % à la baisse et détient aujourd’hui moins de 3%. La notification, datée du 27 août 2025, contient l’information suivante: Motif de la notification:  Acquisitio...

 PRESS RELEASE

Participatiemelding van Morgan Stanley

Participatiemelding van Morgan Stanley Persbericht                                                                 Gereglementeerde informatie Brussel, 29 augustus 2025 - 17u45 CEST In overeenstemming met de Belgische transparantiewetgeving (Wet van 2 mei 2007) heeft Morgan Stanley onlangs de volgende transparantiekennisgeving naar Solvay gestuurd, waarin wordt aangegeven dat het de drempel van 3% heeft overschreden en nu minder dan 3% in bezit heeft. De kennisgeving, gedateerd 27 augustus 2025, bevat de volgende informatie: Reden voor de kennisgeving:  Verwerving of overdracht van ...

 PRESS RELEASE

Participation notification by Morgan Stanley

Participation notification by Morgan Stanley Press release                                                                  Regulated information Brussels, August 26, 2025, 17h45 CEST In line with Belgian transparency legislation (Law of May 2, 2007), Morgan Stanley recently sent to Solvay the following transparency notification, indicating that Morgan Stanley & Co. International plc, a wholly owned subsidiary of Morgan Stanley, has crossed the threshold of 3%. Morgan Stanley’s total holding in Solvay remains above the 3% threshold previously disclosed. Here is a summary of the noti...

 PRESS RELEASE

Notification de participation par Morgan Stanley

Notification de participation par Morgan Stanley Communiqué de presse                                                                 Information réglementée Bruxelles, le 26 août 2025 - 17h45 CEST Conformément à la législation et réglementation en matière de transparence financière (loi du 2 mai 2007), Morgan Stanley a récemment envoyé à Solvay la notification de transparence suivante indiquant que Morgan Stanley & Co. International plc, une filiale à 100 % de Morgan Stanley, a franchi le seuil de 3 %. La participation totale de Morgan Stanley dans Solvay reste supérieure au seuil de ...

 PRESS RELEASE

Participatiemelding van Morgan Stanley

Participatiemelding van Morgan Stanley Persbericht                                                                 Gereglementeerde informatie Brussel, 26 augustus 2025 - 17u45 CEST In overeenstemming met de Belgische transparantiewetgeving (Wet van 2 mei 2007) heeft Morgan Stanley onlangs de volgende transparantiekennisgeving naar Solvay gestuurd, waaruit blijkt dat Morgan Stanley & Co. International plc, een volledige dochteronderneming van Morgan Stanley, de drempel van 3% heeft overschreden. Het totale belang van Morgan Stanley in Solvay blijft boven de eerder bekendgemaakte drempe...

Stijn Demeester
  • Stijn Demeester

Solvay/Expectations reset, yield remains attractive/BUY

We update our model and lower our Und. EBITDA estimates by c.12% to reflect Solvay's 2Q25 results and lowered guidance. We reduce our target price to €30 per share from €33.50 yet keep our BUY on the back of Solvay's attractive dividend yield.

Jacob Mekhael ... (+5)
  • Jacob Mekhael
  • Lynn Hautekeete
  • Mathijs Geerts Danau
  • Michiel Declercq
  • Thomas Couvreur

Morning Notes : ABN NA, AD NA, HOMI BB, MDXH BB, NN NA, SEQUA BB, ONWD...

: ABN NA, AD NA, HOMI BB, MDXH BB, NN NA, SEQUA BB, ONWD BB, MRUS US

Solvay SA: 1 director

A director at Solvay SA bought 1,083 shares at 27.740EUR and the significance rating of the trade was 53/100. 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...

Jacob Mekhael
  • 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 ... (+8)
  • Guy Sips
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Kristof Samoy
  • Livio Luyten
  • Thomas Couvreur
  • Wim Hoste
  • Wim Lewi

Morning Notes : ARCAD NA, ENX FP, FUR NA, GBLB BB, QFG BB, SEQUA BB, U...

: ARCAD NA, ENX FP, FUR NA, GBLB BB, QFG BB, SEQUA BB, UMI BB, XFAB FP

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