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MorningCall / Equity
- Morning Presentation by DnB Markets
- Focus: transferring coverage of the Polish utilities (Enea, Energa and PGE stay BUY, Tauron stays HOLD); CME’s 3Q18 results review – strong set of numbers, with 15% beat vs. consensus OIBDA; Turkish telecoms – key takeaways from field trip by Wood and Company
- Northern Lights by DnB Markets
- Focus: initiating on NEPI Rockcastle with a BUY and a EUR 9.14 PT, and Globalworth with a HOLD and a EUR 10.0 PT; keeping our BUY on GTC, with lower PLN 10.4 PT; Severstal – another large dividend – a 4.2% yield for 3Q18 by Wood and Company
- Northern Lights by DnB Markets
- ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 22/10/2018 by Oddo BHF
- ODDO BHF Small & MIDCAP MORNING NEWS - 22/10/2018 by Oddo BHF
- Northern Lights by DnB Markets
- Focus: reinitiating on Ferrexpo with a BUY and a GBp 275 PT; Magnit’s 3Q18 results – first signs of improvement; Bizim Toptan’s 3Q18 results – solid numbers, but finance expenses continuing to creep up; AmRest’s 3Q18 preliminary sales by Wood and Company
- ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 10/23/2018 by Oddo BHF
- Focus: Kety’s 3Q18 – strong set of figures, but fully in line with preliminary numbers; Polish gencos – new draft law proposes changes at energy market regulator, according to press; CCC – IPO of e-obuwie planned for next year by Wood and Company
- Northern Lights by DnB Markets
- Northern Lights by DnB Markets
- Focus: downgrading to HOLD on Petkim, with a lower TRY 5.8 PT; OMV Petrom – Romanian Offshore Law passed by parliament; Bank Millennium – solid 3Q18 delivery, but in line with expectations; Turkcell’s 3Q18 results – 8% EBITDA beat by Wood and Company
- ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 10/25/2018 by Oddo BHF
- Northern Lights by DnB Markets
- ODDO BHF Small & MIDCAP MORNING NEWS - 26/10/2018 by Oddo BHF
- ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 10/26/2018 by Oddo BHF
- Northern Lights by DnB Markets
- ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 29/10/2018 by Oddo BHF
- ODDO BHF Small & MIDCAP MORNING NEWS - 29/10/2018 by Oddo BHF
- Northern Lights by DnB Markets
- ODDO BHF Small & MIDCAP MORNING NEWS - 30/10/2018 by Oddo BHF
- Focus: mBank – small miss on 3Q18 bottom line due to high admin costs and one-offs in other income; Lenta’s 3Q18 trading update – soft operationally, but GDR buyback supports our positive message by Wood and Company
- ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 10/30/2018 by Oddo BHF