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MorningCall / Equity
- Morning Presentation by DnB Markets
- Focus: Polish gencos – parliamentary committee approves amendment in power freeze law; Energa reaches settlement with defendant's wind farms; Jeronimo Martins – 10 workers arrested for corruption; PGNiG increases size of LNG contract by Wood and Company
- Focus: initiating coverage of Mavi with a BUY and a TRY 55 PT; Turkey Macro/Strategy – S400 and CAATSA risk – geopolitical brinkmanship, or déjà vu 2018?; Turkish white goods – banking regulator extends credit card instalment limits by Wood and Company
- Focus: upgrading PKO BP to BUY, with higher PLN 45.1 PT; OPAP – solid 1Q19 results, opex savings driving profitability; Alior Bank – PLN 233m of total loan exposure to ZM Kania; Famur – 1Q19 conference call takeaways by Wood and Company
- WOOD Morning (7 June) by Wood and Company
- Greater China Daily: Tuesday, June, 11, 2019 by UOB
- Focus: downgrading Titan Cement to HOLD, with a lower EUR 19 PT; Romania – is the political tide turning?; Turkey macro – ameliorating slowly, as planned; DP Eurasia – senior management change; LiveChat Software – net adds of 263 in May by Wood and Company
- Focus: Russia macro – CBR decides to cut key rate to 7.50% from 7.75%; S Immo’s AGM rejects Immofinanz’s proposals; Tauron’s distribution unit employees protest on 14 June, demanding higher pay by Wood and Company
- Greater China Daily: Wednesday, June 12, 2019 by UOB
- Morning Presentation by DnB Markets
- Focus: Gazprom’s press conference on gas exports – key takeaways; Polish gencos – government approves compensation for energy-intensive enterprises; Orange PL hikes prices for its Orange Love offer by Wood and Company
- ODDO BHF Small & MIDCAP MORNING NEWS - 05/06/2019 by Oddo BHF
- ODDO BHF Small & MIDCAP MORNING NEWS - 06/06/2019 by Oddo BHF
- ODDO BHF Small & MIDCAP MORNING NEWS - 06/07/2019 by Oddo BHF
- ODDO BHF Small & MIDCAP MORNING NEWS - 11/06/2019 by Oddo BHF
- ODDO BHF Small & MIDCAP MORNING NEWS - 06/11/2019 by Oddo BHF
- ODDO BHF Small & MIDCAP MORNING NEWS - 06/13/2019 by Oddo BHF
- ODDO BHF Small & MIDCAP MORNING NEWS - 14/06/2019 by Oddo BHF
- ODDO BHF Small & MIDCAP MORNING NEWS - 17/06/2019 by Oddo BHF
- ODDO BHF Small & MIDCAP MORNING NEWS - 18/06/2019 by Oddo BHF
- ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 05/06/2019 by Oddo BHF
- ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 06/06/2019 by Oddo BHF
- ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 07/06/2019 by Oddo BHF
- ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 06/11/2019 by Oddo BHF
- ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 13/06/2019 by Oddo BHF
- Morning Presentation by DnB Markets
- Greater China Daily: Monday, June, 10, 2019 by UOB
- Greater China Daily: Thursday, June 13, 2019 by UOB
- Focus: Greece Macro/Strategy – cruising steadily, with the occasional bump; CD Projekt – Cyberpunk 2077 release date (16 April 2020), Keanu Reeves on board; Tatneft’s strong 1Q19 results, and conference call by Wood and Company
- Focus: CEE real estate – there's hope for you yet (Atrium, CA Immo, Dom, Echo, Globalworth, Graphisoft, GTC, Immofinanz, NEPI, S Immo, Warimpex); JSW’s CEO Daniel Ozon dismissed; CD Projekt – Nintendo confirms The Witcher on Switch in 2019E by Wood and Company
- Focus: Terna Energy – satisfactory 1Q19 performance; Piraeus Bank – sale of NPL portfolio; Prime Car Management – discontinuation of coverage by Wood and Company
- Focus: downgrading O2 Czech Republic to HOLD (transfer of coverage), with new CZK 260 PT; PKO BP’s CFO guides for 2019E ROE of c.11%; Polish banks' CEOs on biggest challenge – regulatory burdens that structurally lower ROEs by Wood and Company
- Focus: Piraeus Bank – launch of Tier II issue; Bank Pekao – interview with the CEO by Wood and Company
- Greater China Daily: Monday, June, 3, 2019 by UOB
- Northern Lights by DnB Markets
- Morning Presentation by DnB Markets
- ODDO BHF Small & MIDCAP MORNING NEWS - 06/05/2019 by Oddo BHF
- ODDO BHF Small & MIDCAP MORNING NEWS - 06/06/2019 by Oddo BHF
- ODDO BHF Small & MIDCAP MORNING NEWS - 07/06/2019 by Oddo BHF
- ODDO BHF Small & MIDCAP MORNING NEWS - 12/06/2019 by Oddo BHF
- ODDO BHF Small & MIDCAP MORNING NEWS - 06/12/2019 by Oddo BHF
- ODDO BHF Small & MIDCAP MORNING NEWS - 13/06/2019 by Oddo BHF
- ODDO BHF Small & MIDCAP MORNING NEWS - 06/14/2019 by Oddo BHF
- ODDO BHF Small & MIDCAP MORNING NEWS - 06/17/2019 by Oddo BHF
- ODDO BHF Small & MIDCAP MORNING NEWS - 06/18/2019 by Oddo BHF
- ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 06/05/2019 by Oddo BHF
- ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 06/06/2019 by Oddo BHF
- ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 06/07/2019 by Oddo BHF
- ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 11/06/2019 by Oddo BHF
- ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 06/13/2019 by Oddo BHF