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Alan Vandenberghe ...
  • Lenny Van Steenhuyse
  • Sandra Cauwenberghs
  • Wim Hoste

Morning Note: BBED NA, KDS NA, OXUR BB, UCB BB

Beter Bed Holding: Sale and lease-back of Uden distribution center Kiadis: No EU conditional approval for ATIR101 Oxurion: 3Q19 – transitioning pKal THR-149 to phII UCB: Against all odds positive CHMP on Evenity afterall

Alan Vandenberghe ...
  • Bart Cuypers
  • Cedric Duinslaeger
  • Ruben Devos
  • Sandra Cauwenberghs
  • Thomas Couvreur
  • Wim Hoste

Morning Note: ELI BB, FLOW NA, SBMO NA, SIP BB, SLIGR NA, SOLB BB, UCB BB

Elia Group: Potential new German acquisition Flow Traders: 3Q update: again disappointing US trading SBM Offshore: Completes $ 1.14bn financing of Liza Unity Sipef: Prudent on FY production, but positive on prices Sligro: 3Q sales miss, but guidance in line with estimates Solvay: Expansion of fluoroelastomer capacity UCB: First positive bime ph3 data in psoriasis Telecom: Providence has no intention to back out

Cedric Duinslaeger ...
  • Jan Opdecam
  • Marcel Achterberg

Morning Note: ASML NA, DIE BB, XIOR BB

ASML: Strong 3Q19 and outlook, Big EUV order intake D'Ieteren: Very strong expected Belron Q3, guidance upgrade Xior: Expands in Iberia and launches equity raise

Thomas Couvreur

Morning Note: ECONB BB

Econocom: Opportunistic share buybacks

Alan Vandenberghe ...
  • Guy Sips
  • Jan Opdecam
  • Lenny Van Steenhuyse
  • Ruben Devos
  • Sandra Cauwenberghs
  • Wim Hoste

Morning Note: BEKB BB, BBED NA, BPOST BB, GREEN BB, KIN BB, MITRA BB, MONT BB

Bekaert: Successfully issued a € 200m bond Beter Bed Holding: Selling Matratzen Concord to Asian PE bpost: Pierre Winand leaves bpost Greenyard: Selling Greenyard Flowers UK Kinepolis: Completed acquisition of American chain MJR Mithra: Myring licensing deal with Abbott for China Montea: Growing in the Netherlands

Bart Cuypers ...
  • Lenny Van Steenhuyse
  • Sandra Cauwenberghs
  • Wim Hoste

Morning Note: AVTX NA, BAMNB NA, FAGR BB, UCB BB

Avantium: Joins Paper Bottle project BAM Group: IJmuiden second caisson successfully immersed Fagron: Confirmation of growth prospects in 3Q19 results UCB: Take aways from Ra Pharma deal webcast

Cedric Duinslaeger ...
  • Lenny Van Steenhuyse
  • Ruben Devos
  • Sandra Cauwenberghs

Morning Note: FAGR BB, TNET BB, TUB BB, UCB BB, VPK NA

Fagron: Items to watch in the 3Q19 update Telenet: Analogue switch-off Tubize: UCB acquires Ra Pharmaceuticals UCB: Complementing Roza FcRn with Ra’s C5 in phase III Vopak: Update on divestment Algeciras

Cedric Duinslaeger ...
  • Guy Sips
  • Lenny Van Steenhuyse
  • Marcel Achterberg
  • Sandra Cauwenberghs

Morning Note: KIN BB, MITRA BB, SBMO NA

Kinepolis: New elected “Company of the Year” stays ambitious Mithra: Phase III Donesta initiated in North America SBM Offshore: Formal closure of Brazil Improbity Lawsuit Technology Hardware & Equipment: Infineon Automotive Update

Bart Cuypers

Morning Note: Dutch Construction

Construction & Materials: Dutch construction: update on nitrogen issue

Guy Sips ...
  • Ruben Devos
  • Sandra Cauwenberghs

Morning Note: ASIT BB, TERB BB, telecom

ASIT biotech: GMP facility in house to prepare for gp-ASIT launch Ter Beke: Annus horribilis Telecom: Walloon gov’t annuls sale / BoD of Nethys resigns

Guy Sips ...
  • Joachim Vansanten
  • Thomas Couvreur

Morning Note:

Econocom: Overreaction on insider selling Kinepolis: Opens a new cinema in France and one in Canada Quest for Growth: NAV down 1.8% in September

Jan Opdecam

XIOR: Asset valuations stretched & life cycle cost to be monitored

We have revised upwards our estimates for the future expansion pipeline to € 120m p.a., but have on the other hand lowered our rental LFL assumptions to a small positive. Also we believe that the asset valuations are too stretched compared to peers and the non-yielding capex budget to sustain the existing portfolio might be underestimated and hence have increased this to 10% of NRI, and this on top of the recurrent technical costs they already make. Our blended valuation model leads us to increase the TP from € 40 to € 41 for the next 12 months period. However, we argue that the current price ...

Bart Cuypers ...
  • Jason Kalamboussis
  • Sandra Cauwenberghs

Morning Note: ASRNL NA, BOTHE BB, CYAD BB, HEIJM NA, MITRA BB

ASR: Loss of CFO to KPN a blow. Downgrade. Bone Therapeutics: Preclinical ALLOB data at EORS Celyad: mCRC data at SITC Heijmans: Leusden contract of € 30m Mithra: Estelle goes to the US with generic player Mayne

Cedric Duinslaeger ...
  • Lenny Van Steenhuyse
  • Ruben Devos

Morning Note: EXM BB, IBAB BB, KPN NA, PNL NA, VPK NA

EXMAR: Update on Sinosure, CSSC, TFLNG and LPG market IBA: Finalization of Shenzhen contract KPN: New CEO and CFO / expansion of Board of Mgmt PostNL: Update on transaction elements Sandd Vopak: Completion Amsterdam/Hamburg assets

Cedric Duinslaeger ...
  • Guy Sips
  • Ruben Devos

Morning Note: OPTI BB , FLOB BB, KPN NA, PNL NA, SBMO NA

Crescent: Aiming double digit sales growth / positive EBITDA Floridienne: Outlook for 2H19 is generally positive KPN: Withdrawal of appointment Mrs. Leroy as CEO PostNL: Dutch Cabinet approves acquisition of Sandd SBM Offshore: To bid on Brazil interests

Alan Vandenberghe ...
  • Jason Kalamboussis
  • Lenny Van Steenhuyse
  • Ruben Devos
  • Sandra Cauwenberghs
  • Wim Hoste

Morning Note: ABI BB, ABN NA, MDXH BB, SIP BB, TNET BB

AB InBev: Allotment results of APAC IPO determined ABN Amro: Prosecution may land a € 200m fine. Reiterate Sell. MDxHealth: € 18.0m breathing room Sipef: Reacts to a new Greenpeace study Telenet: Network and internet offer upgrade

Alan Vandenberghe ...
  • Bart Cuypers
  • Guy Sips
  • Lenny Van Steenhuyse
  • Ruben Devos

Morning Note: BAMNB NA, COLR BB, FLUX BB, HEIJM NA, IVA FP, KIN BB, BOLS NA

BAM Group: Nitrogen uncertainty largely unchanged Colruyt: One swallow doesn’t make a summer Fluxys Belgium: Solid 1H19 results Heijmans: Nitrogen uncertainty largely unchanged Inventiva: No surprises in 1H19 Kinepolis: Construction starts of new complex in Haarlem (NL) Lucas Bols: CFO leaves Telecom: Board of Directors of Enodia suspends sale of VOO

Guy Sips ...
  • Lenny Van Steenhuyse
  • Sandra Cauwenberghs

Morning Note: GLPG NA, MIKO BB, SEQUA:BB, UCB BB

Galapagos: Second Toledo compound in the clinic Miko: Nice 1H19 results in Coffee, big contract in Plastics Sequana Medical: HY19 results and POSEIDON liver trial going live UCB: UCB0107 for neurological disorders advancing

Wim Hoste

Morning Note: ABI BB, SOLB BB, UMI BB

AB InBev: Pricing set for Budweiser APAC IPO Solvay: Increases soda ash capacity Umicore: Large supply agreement with LG Chem on cathodes

Alan Vandenberghe ...
  • Guy Sips
  • Lenny Van Steenhuyse
  • Marcel Achterberg
  • Ruben Devos
  • Sandra Cauwenberghs

Morning Note: ASM NA, ASML NA, BESI NA, BCART BB, MELE BB, SOLB BB, VGP BB

ASM International: Hold from Buy after impressive outperformance ASML: Higher TP, Confirming our BUY-rating BE Semiconductor Industries: Upgrade to Accumulate as recovery approaches Biocartis: Additional Idylla performance studies at ESMO Melexis: TP reached: Hold from Buy Solvay: Expansion of thermoplastic composites capacity VGP: First built to suit in Zaragoza Telecom: Majority of BoD against sale of VOO to Providence Various: Removing Melexis from Dynamic Top Pick List

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