Report Category Directory

PT change / Equity

• Premier Energy: M&A-driven growth on track (upgraded to BUY) by Wood and Company
• WOOD Flash – Optima Bank: share split – new price target at EUR 6.17/share by Wood and Company
• WOOD Flash – Banca Transilvania: share capital increase due to capitalisation of retained earnings – new price target at RON 33.77/share by Wood and Company
• WOOD Flash – Dino: share split – new price target at PLN 49.9/share by Wood and Company
• DataWalk: returning like a phoenix from the ashes (HOLD) by Wood and Company
• WOOD Flash – Ford Otosan: share split – new price target at TRY 155.40/share by Wood and Company
• WOOD Flash – Mavi: share split – new price target at TRY 63.50/share by Wood and Company
• WOOD Flash – Coca-Cola Icecek: share split – new price target at TRY 88.65/share by Wood and Company
• WOOD Flash – Romgaz: share split; new price target at RON 4.76 by Wood and Company
• Bank of Cyprus: keep calm and return capital (stays BUY) by Wood and Company

Recommendations / Commodity

Reiterate / Equity

• Titan: three deals cemented, more to come (stays BUY) by Wood and Company
• Baltic Classifieds Group: the perfect storm cannot last forever (stays BUY) by Wood and Company
• Kety: still fuel in the tank (stays BUY) by Wood and Company
• LPP: profitable growth (stays BUY) by Wood and Company
• Bank of Cyprus: paid to wait (stays BUY) by Wood and Company
• Optima Bank: buying the dip (stays BUY) by Wood and Company
• Kaspi.kz: too cheap to ignore (stays BUY) by Wood and Company
• Titan: the future is concrete (stays BUY) by Wood and Company
• OTE: multiple tailwinds supporting the equity story (stays BUY) by Wood and Company
• Graphisoft Park: industry-leading FFO ROE, despite low LTV (stays BUY) by Wood and Company

Drop / Equity

• WOOD Flash – Otokar: coverage discontinued by Wood and Company
• WOOD Flash – PCF Group/ Patria Bank/ Al Arabia Outdoor Advertising/ Jahez/ Sipchem/ Gentoo Media: coverage discontinued by Wood and Company
• WOOD Flash – Alkaloid AD Skopje/ Hellenic Bank/ ONE United Properties/ Photon Energy/ Sirma Group Holding/ Sopharma AD/ Telecom Egypt: coverage discontinued by Wood and Company
• WOOD Flash – AUGA Group: coverage discontinued by Wood and Company
• WOOD Flash – Terna Energy: coverage discontinued by Wood and Company
• WOOD Flash – Coverage UNDER REVIEW by Wood and Company
• WOOD Flash – Coverage discontinued by Wood and Company
• WOOD Flash – Mytilineos/Titan Cement: coverage UNDER REVIEW by Wood and Company
• WOOD Flash – Pilulka Lekarny: coverage UNDER REVIEW by Wood and Company
• WOOD Flash – Turkcell / Turk Telekom: coverage UNDER REVIEW by Wood and Company

Upgrade / Equity

• Polish Banks: still opportunities, if the growth continues (PKO BP, Bank Pekao, Santander BP, mBank, ING BSK, Bank Millennium, Alior Bank, Bank Handlowy) by Wood and Company
• TBC Bank: rough patch in Uzbekistan, but stock is cheap (upgraded to BUY) by Wood and Company
• DO & CO: value á la carte (upgraded to BUY) by Wood and Company
• Aegean Airlines: summer performance ahead of our estimates (upgraded to BUY) by Wood and Company
• Turkish Airlines: buy the dip (upgraded to BUY) by Wood and Company
• Solutions by STC: balance of risks to the upside (upgraded to BUY) by Wood and Company
• CD Projekt: opening the next chapter (upgraded to BUY) by Wood and Company
• MENA Petrochemicals: BGIger is better (upgrading Borouge to BUY and downgrading Sipchem to HOLD) by Wood and Company
• Greek Banks: take a bow (Alpha downgraded to HOLD, Eurobank stays HOLD, NBG stays BUY and Piraeus upgraded to BUY) by Wood and Company
• Vercom: solid growth, boosted potentially by M&A (upgraded to BUY) by Wood and Company