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MorningCall / Equity
- Northern Lights by DnB Markets
- Focus: Russia macro – another round of sanctions likely in November; MONETA Money Bank raises 2018E net profit and DPS guidance (again); Greek banks – press reports on SSM targets; GTC buys development project in Budapest by Wood and Company
- ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 19/09/2018 by Oddo BHF
- Focus: Hungary – the normalisation phase has begun; Lukoil starts buying back shares, implying c.USD 1.5bn to be spent in one year; CA Immo issues EUR 150m bond with a 7.5Y maturity and a 1.875% fixed interest rate by Wood and Company
- ODDO BHF Small & MIDCAP MORNING NEWS - 19/09/2018 by Oddo BHF
- Global TMT: NVDA, BABA, EU Fixed, Italy, Sky, Germany by New Street Research
- Northern Lights by DnB Markets
- Focus: Polish gencos – regulator may “tip the scales†in gencos' favour on 2019 price hikes; Piraeus Port Authority – 19% increase in container throughput; Coca-Cola Icecek – initial discussions started on investment in Uzbekistan by Wood and Company
- ODDO BHF Small & MIDCAP MORNING NEWS - 09/20/2018 by Oddo BHF
- Morning Presentation by DnB Markets
- Focus: keeping our BUY on MOH, downgrading ELPE and TUPRS to HOLD; downgrading Aygaz to HOLD, with a lower TRY 14.0 PT; Turkey macro – fiscal consolidation adds credibility; Eurocash – sales in small stores up 5% yoy in Augus by Wood and Company
- ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 21/09/2018 by Oddo BHF
- Global TMT: JD, SKY, Italy, China, TIM B by New Street Research
- Morning Presentation by DnB Markets
- ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 24/09/2018 by Oddo BHF
- ODDO BHF Small & MIDCAP MORNING NEWS - 24/09/2018 by Oddo BHF
- Global TMT: ASML, SKY, VOD, EU Mobile, US Policy, Bharti Inf, EU FTTH, BT, Italy, MTN, TEF by New Street Research
- Morning Presentation by DnB Markets
- Focus: Philip Morris CR’s 1H18 results – a mixed bag, with strong core revenues, but poor cost control; AmRest – key takeaways from 2Q conference call; OPAP – EUR 50m investment into Stoiximan Group by Wood and Company
- ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 09/25/2018 by Oddo BHF
- ODDO BHF Small & MIDCAP MORNING NEWS - 24/09/2018 by Oddo BHF
- Morning Presentation by DnB Markets
- Focus: Famur’s 2Q18 EBITDA 13% above consensus, well on track to meet our 2018E forecasts; MLP Care – “post-crisis†company is long FX on the EBITDA line; PGNiG – EGM planned to enable interim dividends by Wood and Company
- ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 09/26/2018 by Oddo BHF
- Northern Lights by DnB Markets