Belgian Consumer Durables Stock News

ENXTBR:094426466
ENXTBR:094426466Metals and Mining

Is The Market Overlooking Risks In SCR-Sibelco (ENXTBR:094426466) After Recent Share Price Weakness

If you are wondering whether SCR-Sibelco is attractively priced right now, this article walks through how its current share price stacks up against a few different valuation checks. The stock last closed at €4,700.00, with returns of a 2.1% decline over 7 days, a 13.8% decline over 30 days, a 13.8% decline year to date and a 6.0% decline over the past year, which may have some investors reassessing both risk and opportunity around the shares. Recent moves in the share price sit against a...
ENXTBR:WDP
ENXTBR:WDPIndustrial REITs

Assessing Warehouses De Pauw (ENXTBR:WDP) Valuation After Earnings Beat And Renewed Analyst Support

Warehouses De Pauw (ENXTBR:WDP) has drawn fresh attention after reporting full year 2025 results, with gross rents and EBIT slightly ahead of expectations and additional support coming from recent analyst commentary. See our latest analysis for Warehouses De Pauw. The earnings release and recent commentary appear to sit alongside a period of renewed momentum, with a 30 day share price return of 5.86% and 90 day share price return of 11.22%, while the 1 year total shareholder return of 27.16%...
ENXTBR:OBEL
ENXTBR:OBELWireless Telecom

Orange Belgium (ENXTBR:OBEL) Earnings Jump Challenges Bearish Narratives On Profitability

Orange Belgium (ENXTBR:OBEL) FY 2025 Earnings Snapshot Orange Belgium (ENXTBR:OBEL) has just reported its FY 2025 numbers with first half revenue of €962.7 million and basic EPS of €0.04, alongside trailing 12 month revenue of €1.96 billion and EPS of €0.61 that frame the latest run rate. The company recorded revenue of €977.5 million in the first half of 2024 and €1,016.2 million in the second half of 2024, while EPS moved from a loss of €0.20 to a profit of €0.56, before landing at €0.04 in...
ENXTBR:LOTB
ENXTBR:LOTBFood

Assessing Lotus Bakeries (ENXTBR:LOTB) Valuation After Strong 2025 Earnings And Asia Growth Milestones

Why Lotus Bakeries Stock Is in Focus After Its 2025 Results Lotus Bakeries (ENXTBR:LOTB) is back on investors' radar after reporting full year 2025 earnings, including higher sales, net income and earnings per share, helped by its Natural Foods division and new capacity in Thailand. See our latest analysis for Lotus Bakeries. Investors have responded to the 2025 results and the Thailand and India growth plans with a 21.10% 1 month share price return and a 39.87% 3 month share price return,...
ENXTBR:ARGX
ENXTBR:ARGXBiotechs

Vyvgart Outperformance And Phase 3 Milestones Reframe Argenx Growth Story

Argenx's Vyvgart is significantly outperforming expectations, with recent sales figures pointing to stronger than anticipated demand. The company is preparing for major Phase 3 trial readouts that are expected to clarify the potential of its broader pipeline. These developments are drawing attention from healthcare investors who view Vyvgart as an important contributor to fund performance. argenx (ENXTBR:ARGX) is drawing fresh interest as Vyvgart's performance adds weight to its current...
ENXTBR:SYENS
ENXTBR:SYENSChemicals

Reassessing Syensqo (ENXTBR:SYENS) Valuation After Recent Standalone Listing Performance

If you are trying to work out whether Syensqo is attractively priced or not, the recent share moves and valuation checks give you a useful starting point. Syensqo shares last closed at €78.08, with returns of 10.5% over the past 7 days, 7.1% over 30 days, 11.7% year to date and a 2.2% decline over the past year. This may point to shifting views on both upside potential and risk. Recent news coverage around Syensqo has focused on the company as a standalone listed business. This has kept...
ENXTBR:094426466
ENXTBR:094426466Metals and Mining

SCR-Sibelco (ENXTBR:094426466) Valuation Check After Mixed Returns And Premium P/E Multiple

Event context and recent return profile SCR-Sibelco (ENXTBR:094426466) has come onto investors’ radar after recent share price moves, with the stock flat over the past day, weaker over the past month, yet slightly higher across the past 3 months. This mixed return profile, alongside an intrinsic discount indicator of 11.43%, is prompting closer attention to how the company’s €2,299.814m revenue and €63.378m net income relate to current market expectations. See our latest analysis for...
ENXTBR:XIOR
ENXTBR:XIORResidential REITs

Xior Student Housing (ENXTBR:XIOR) Valuation After Strong Rental Growth Guidance And Expansion Plans

Xior Student Housing (ENXTBR:XIOR) is back in focus after its 2025 earnings call, where management highlighted 5.43% like for like rental growth, 98% occupancy, and set fresh EPS growth guidance alongside new unit expansion plans. See our latest analysis for Xior Student Housing. At a share price of €28.55, Xior Student Housing has seen muted short term share price moves despite the stronger rental growth story. The 1 year total shareholder return of 3.66% decline and 5 year total shareholder...
ENXTBR:MELE
ENXTBR:MELESemiconductor

Melexis (ENXTBR:MELE) Margin Compression Challenges Bullish Growth Narratives

Melexis (ENXTBR:MELE) has wrapped up FY 2025 with fourth quarter revenue of €214.5 million and basic EPS of €0.56, setting the tone for how investors might judge the year as a whole. Over recent quarters the company has seen revenue move from €197.4 million and EPS of €0.45 in Q4 2024 to a peak of €215.3 million and EPS of €0.94 in Q2 2025, before landing at the latest Q4 figures. This puts the spotlight firmly on how sustainably Melexis can support its earnings power and protect margins from...
ENXTBR:ABI
ENXTBR:ABIBeverage

Is Anheuser-Busch InBev's (ENXTBR:ABI) Corona Cero Olympic Push Redefining Its Long-Term Brand Strategy?

Corona Cero, Anheuser-Busch InBev’s non-alcoholic brand, previously unveiled its TIME CERO initiative with the IOC and Athlete365, featuring a global roster of Olympian ambassadors to promote balance and mindfulness during the Olympic Winter Games. This collaboration places Corona Cero at the intersection of sports, wellness, and premium branding, potentially deepening consumer engagement with non-alcoholic offerings worldwide. We’ll now examine how Corona Cero’s Olympic-focused TIME CERO...
ENXTBR:ARGX
ENXTBR:ARGXBiotechs

Assessing Argenx (ENXTBR:ARGX) Valuation After Vyvgart Priority Review And Upbeat Analyst Upgrades

argenx (ENXTBR:ARGX) is back in focus after the FDA accepted priority review for an expanded Vyvgart application, alongside fresh analyst commentary pointing to strong Vyvgart sales momentum and higher long term revenue assumptions. See our latest analysis for argenx. At a share price of €717.6, argenx has seen a 4.97% 1 month share price return. Its 1 year total shareholder return of 11.92% and 3 year total shareholder return of 104.04% point to momentum that has built over a longer period,...
ENXTBR:UCB
ENXTBR:UCBPharmaceuticals

What UCB (ENXTBR:UCB)'s First EU-Approved TK2d Therapy Kygevi Means For Shareholders

UCB has received European Union approval for Kygevi to treat thymidine kinase 2 deficiency (TK2d) in patients whose disease began before age 12, marking the first EU-authorized therapy for this rare genetic condition. The decision builds on prior FDA approval and retrospective data showing a very large reduction in risk of death versus untreated TK2d patients, underscoring Kygevi’s medical significance for a small but highly underserved population. We’ll now examine how Kygevi’s first-in-EU...
ENXTBR:WDP
ENXTBR:WDPIndustrial REITs

Is Warehouses De Pauw's (ENXTBR:WDP) Revenue–Earnings Split Reframing Its Profitability Playbook?

Warehouses De Pauw SA has released its full-year 2025 results, reporting sales of €451.76 million versus €398.18 million in 2024, while net income moved to €353.92 million from €435.5 million and basic earnings per share from continuing operations shifted to €1.54 from €1.96. This combination of higher revenue but lower profitability in 2025 raises questions about cost trends, portfolio mix, and how the logistics real estate group is managing its earnings profile. We’ll now examine how the...
ENXTBR:KBC
ENXTBR:KBCBanks

Is KBC Group’s (ENXTBR:KBC) Conservative Capital Returns Masking or Revealing Its True Strength?

In recent days, analysts have reiterated positive views on KBC Group, emphasizing its strong profitability, solid capital ratios, and ongoing dividends and buybacks. What stands out is how KBC’s conservative risk approach and continued investment in digital transformation are being framed as core strengths by the analyst community. We’ll now examine how this renewed focus on KBC’s disciplined capital returns shapes the company’s broader investment narrative. Rare earth metals are the new...
ENXTBR:ARGX
ENXTBR:ARGXBiotechs

How FDA Priority Review For VYVGART’s Seronegative gMG Use At argenx (ENXTBR:ARGX) Has Changed Its Investment Story

In January, argenx reported continued momentum for its autoimmune drug VYVGART, as the US FDA accepted a priority review of a supplemental biologics license application to extend its use to adults with acetylcholine receptor antibody‑seronegative generalized myasthenia gravis, while the franchise continued to post strong global sales growth in 2025. This combination of regulatory progress and broader clinical ambitions, spanning indications like immune thrombocytopenia, myositis and...
ENXTBR:WDP
ENXTBR:WDPIndustrial REITs

Warehouses De Pauw (ENXTBR:WDP) High Net Margin Poses Fresh Questions For Bulls

Warehouses De Pauw (ENXTBR:WDP) has wrapped up FY 2025 with fourth quarter revenue of €135.6 million and basic EPS of €0.46. This sits against a trailing 12 month picture that includes €545.8 million of revenue and EPS of €1.54. Over recent periods, revenue has moved from €116.1 million and EPS of €0.57 in Q4 2024 to €135.6 million and EPS of €0.46 in Q4 2025. The trailing 12 month net profit margin is reported at 71.4% for the latest year compared with 61.5% a year earlier, and that margin...