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MorningCall / Equity
- ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 08/08/2019 by Oddo BHF
- Greater China Daily: Friday, August 9, 2019 by UOB
- Morning Presentation by DnB Markets
- ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 09/08/2019 by Oddo BHF
- Greater China Daily: Monday, August 12, 2019 by UOB
- Northern Lights by DnB Markets
- ODDO BHF Small & MIDCAP MORNING NEWS - 12/08/2019 by Oddo BHF
- ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 08/12/2019 by Oddo BHF
- Greater China Daily: Tuesday, August 13, 2019 by UOB
- Morning Presentation by DnB Markets
- ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 08/13/2019 by Oddo BHF
- ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 13/08/2019 by Oddo BHF
- Trinity Delta Lighthouse: e-therapeutics by Trinity Delta
- Northern Lights by DnB Markets
- ODDO BHF Small & MIDCAP MORNING NEWS - 14/08/2019 by Oddo BHF
- ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 14/08/2019 by Oddo BHF
- ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 08/14/2019 by Oddo BHF
- Northern Lights by DnB Markets
- WOOD Morning (16 August) by Wood and Company
- Northern Lights by DnB Markets
- Morning Presentation by DnB Markets
- Greater China Daily: Tuesday, August 20, 2019 by UOB
- Northern Lights by DnB Markets
- Greater China Daily: Wednesday, August 21, 2019 by UOB
- Morning Presentation by DnB Markets
- ODDO BHF Small & MIDCAP MORNING NEWS - 08/08/2019 by Oddo BHF
- Northern Lights by DnB Markets
- Focus: Turkey macro – important update; Europe macro – noise, not action, more downside growth risks; Ciech starts preparations for production halt at Romanian plant; OTP Bank – solid set of 2Q19 results, largely in line with our forecasts by Wood and Company
- ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 08/09/2019 by Oddo BHF
- Morning Presentation by DnB Markets
- Focus: Vakifbank’s 2Q19 results review – NIM sinks, 2Q calls for reality check on numbers; MLP Care – takeaways from the 2Q19 conference call; SOK Marketler Ticaret – 2Q19 conference call takeaways – FY19E guidance reiterated by Wood and Company
- ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 12/08/2019 by Oddo BHF
- ODDO BHF Small & MIDCAP MORNING NEWS - 08/12/2019 by Oddo BHF
- Northern Lights by DnB Markets
- ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 13/08/2019 by Oddo BHF
- Focus: PKO BP’s 2Q19 a record high, but sector risks are present; CEZ’s 2Q19 EBITDA beats on strong sales results, and net profit on low effective tax rate; Sphera’s 2Q19 results above expectations on both top line and EBITDA by Wood and Company
- ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 08/13/2019 by Oddo BHF
- Greater China Daily: Wednesday, August 14, 2019 by UOB
- Morning Presentation by DnB Markets
- Focus: DIGI Communications – strong 2Q19 results, with EBITDA ex.IFRS 16 up 26% yoy; Romgaz’s 2Q19 results review – revenue growth continues, despite gas price capping; Electrica – 2Q19 strong performance vs. our expectations by Wood and Company
- ODDO BHF Small & MIDCAP MORNING NEWS - 08/14/2019 by Oddo BHF
- Greater China Daily: Friday, August 16, 2019 by UOB
- Morning Presentation by DnB Markets
- Greater China Daily: Monday, August 19, 2019 by UOB
- Focus: keeping our BUY on KAZ Minerals, with lower GBp 509 PT; ANY PLC’s 2Q19 beats our expectations, but still in line with our full-year target; Gazprom may buy out drilling contractor; Purcari Wineries – 2Q19 results call takeaways by Wood and Company
- Morning Presentation by DnB Markets
- Focus: CCC’s 2Q19 prelims above expectations, on both P&L and working capital; Dino’s 2Q19 strong and spot on our forecasts; Nostrum Oil & Gas’ 2Q19 results in line with preliminary numbers; Turkish banks – changes in the reserve system by Wood and Company
- Trinity Delta Lighthouse: BerGenBio by Trinity Delta
- Northern Lights by DnB Markets
- Focus: KGHM’s 2Q19 financial results – in line with PAP consensus and FCF turns positive; Mobile TeleSystems’ 2Q19 results – OIBDA in line with consensus, 2019E guidance increased, and key takeaways from 2Q19 earnings call by Wood and Company