Back to the main directory
MorningCall / Equity
- Northern Lights by DnB Markets
- Focus: keeping our BUY on KAZ Minerals, with a lower GBp 679 PT; Sberbank – 2Q18 review – decent quarter, but not strong enough to shake off sanctions gloom; CCC’s 2Q18 results – very strong cash flow, P&L supported by one-offs by Wood and Company
- Focus: Moscow Exchange’s 2Q18 – operating profit in line, but bottom line hit by legal provisions; JSW’s 2Q18 figures – EBITDA 23% above consensus, FCF double qoq due to working capital release; Petrol Group – 2Q18 review by Wood and Company
- ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 27/08/2018 by Oddo BHF
- Northern Lights by DnB Markets
- ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 28/08/2018 by Oddo BHF
- Focus: PKO BP – solid 2Q18 delivery, well on track to meet PLN 3.5bn 2018E net profit; Bank of Cyprus’ 2Q in line, positive news from NPE sale; CD Projekt’s 2Q18E better than expectations, but insignificant for valuation by Wood and Company
- Focus: upgrading to BUY on Erste Bank, with a higher EUR 40.5 PT; Tatneft’s 2Q18 results – stronger earnings, although higher capex is a small concern; Bank of Cyprus – positive news from NPE sale; Eurocash’s 2Q18 results by Wood and Company
- Global TMT: MTN Downgrade, VOD, VIPS, WB, BABA, TCENT, SKY by New Street Research
- Elegant Hotels Group plc* [EHG LN] - Shares down 18% from interims by Zeus Capital
- Morning Presentation by DnB Markets
- ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 31/08/2018 by Oddo BHF
- Focus: Romanian banks - keeping our BUYs on BRD-GSG and Banca Transilvania; S Immo’s 2Q18 - good set of results, in line with our expectations, HOLD reiterated; Eurobank’s 2018 results - good news across the board; Alpha Bank – mixed result by Wood and Company
- China Internet Daily (31 August 2018) by New Street Research
- Northern Lights by DnB Markets
- ODDO BHF Small & MIDCAP MORNING NEWS - 30/08/2018 by Oddo BHF
- ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 30/08/2018 by Oddo BHF
- Northern Lights by DnB Markets
- ODDO BHF Small & MIDCAP MORNING NEWS - 03/09/2018 by Oddo BHF
- ODDO BHF Small & MIDCAP MORNING NEWS - 09/03/2018 by Oddo BHF
- Northern Lights by DnB Markets
- Focus: LPP’s 2Q18 broadly in line with the preliminary numbers, margin guidance reconfirmed; Kruk acquires debt portfolio in Italy; CCC’s August sales up 37% yoy; Polish media – CPS’ commercial audience share was 25.66% in August by Wood and Company
- Morning Presentation by DnB Markets
- ODDO BHF Small & MIDCAP MORNING NEWS - 05/09/2018 by Oddo BHF
- China Internet Daily (5 September 2018) by New Street Research