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MorningCall / Equity
- ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 08/01/2018 by Oddo BHF
- Northern Lights by DnB Markets
- Focus: Komercni Banka’s 2Q18 results – strong delivery driven by provision releases and solid core revenues; ING BSK’s 2Q18 – mixed results, strong core revenues offset by high provisioning; Ford Otosan’s 2Q18 review – strong beat on EBITDA by Wood and Company
- ODDO BHF Small & MIDCAP MORNING NEWS - 08/02/2018 by Oddo BHF
- Morning Presentation by DnB Markets
- Morning Presentation by DnB Markets
- Morning Presentation by DnB Markets
- Northern Lights by DnB Markets
- Morning Presentation by DnB Markets
- Morning Presentation by DnB Markets
- Global TMT: Indian Wireless, BT, SINA, WB, DT, VEON by New Street Research
- Northern Lights by DnB Markets
- Focus: Romania macro – negative political and policy developments; Banca Transilvania’s 2Q18 net profit above our expectations, but results full of one-offs; Medicalgorithmics – strong data in a weak month, +13% yoy by Wood and Company
- Northern Lights by DnB Markets
- Northern Lights by DnB Markets
- Focus: BIM’s strong 2Q18 results – beating consensus on all lines; Georgia Healthcare Group’s 2Q18 earnings a small beat, FY18E earnings case intact; Norilsk Nickel announces USD 1.137/GDR dividend (6.9% yield, 14% annualised) by Wood and Company
- Northern Lights by DnB Markets
- Focus: keeping our BUY on Kernel, with a higher PLN 75.6 PT; Transelectrica’s 2Q18 results slightly above our expectations; ANY PLC’s 2Q18 results review – continuing boost in sales, mitigated by slight margin erosion by Wood and Company
- Morning Presentation by DnB Markets
- Northern Lights by DnB Markets
- Focus: initiating on Famur with a BUY and a PLN 6.50 PT; Erdemir’s 2Q18 financial results – 8% above consensus EBITDA, but weak FCF; Erdemir’s capex plans – some clarity, but many questions remain; Gubretas – 2Q18 review by Wood and Company
- Morning Presentation by DnB Markets
- Morning Presentation by DnB Markets
- Focus: Dino’s 2Q18 results - strong as expected, labour costs pressure mounting; UNIQA’s 2Q18 - 5% beat on net income due to lower tax; EBT slightly below expectations 2018E guidance; Richter – FDA fails to approve Esmya for the US market by Wood and Company
- Northern Lights by DnB Markets
- ODDO BHF Small & MIDCAP MORNING NEWS - 08/01/2018 by Oddo BHF
- Morning Presentation by DnB Markets
- ODDO BHF Small & MIDCAP MORNING NEWS - 02/08/2018 by Oddo BHF
- Northern Lights by DnB Markets
- Northern Lights by DnB Markets
- Northern Lights by DnB Markets
- Morning Presentation by DnB Markets
- Northern Lights by DnB Markets
- Northern Lights by DnB Markets
- Focus: Anadolu Efes’ 2Q18 results - 13% beat on EBITDA due to a 29% beat from the Beer Group; Halkbank – 2Q18 review – in line with consensus, not strong enough to turn the story around; Migros’ 2Q18 above expectations by Wood and Company
- Global TMT: TSLA, US Policy, TMUS, Sky/CMCSA, LILA, Turkey, UTDI/DRI by New Street Research
- Morning Presentation by DnB Markets
- Morning Presentation by DnB Markets
- Focus: Turkey macro – where we stand; EME Strategy – MSCI August QIR – Motor Oil Hellas to join MSCI Greece; Play Communications revises 2018E guidance – 4-9% EBITDA drop, 2018E dividend guidance halved; Enka Insaat’s 2Q18 review by Wood and Company
- Morning Presentation by DnB Markets
- Global TMT: DT, EU Fixed, TCENT, NVDA by New Street Research
- Morning Presentation by DnB Markets
- Northern Lights by DnB Markets
- Focus: Turkey – reassurances, but more facts needed; KGHM’s 2Q18 – EBITDA 6% above consensus, but net income missed by 68% and FCF still negative; Dogus Otomotiv’s 2Q18 review – strong results, slight miss vs. consensus by Wood and Company
- Morning Presentation by DnB Markets
- Solution in place by DnB Markets
- Focus: TBC Bank – 2Q18 review – good quarter, positive NIM, C/I guidance also revised; Nostrum Oil & Gas – 2Q18 review – 2018E production guidance reiterated, results in line; PKP Cargo’s 2018E guidance revision – EBITDA at PLN 905m by Wood and Company
- Northern Lights by DnB Markets
- Global TMT: UI/DRI Downgrade, VOD/HUTCH/TPG, Singapore, MTS by New Street Research
- Morning Presentation by DnB Markets