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MorningCall / Equity
- Greater China Daily: Tuesday, September 3, 2019 by UOB
- Greater China Daily: Wednesday, September 4, 2019 by UOB
- Morning Presentation by DnB Markets
- ODDO BHF Small & MIDCAP MORNING NEWS - 04/09/2019 by Oddo BHF
- Greater China Daily: Thursday, September 5, 2019 by UOB
- Morning Presentation by DnB Markets
- Greater China Daily: Friday, September 6, 2019 by UOB
- Morning Presentation by DnB Markets
- ODDO BHF Small & MIDCAP MORNING NEWS - 06/09/2019 by Oddo BHF
- Greater China Daily: Monday, September 9, 2019 by UOB
- Northern Lights by DnB Markets
- ODDO BHF Small & MIDCAP MORNING NEWS - 09/09/2019 by Oddo BHF
- Greater China Daily: Tuesday, September 10, 2019 by UOB
- Northern Lights by DnB Markets
- Focus: Energa – 37% EBITDA beat on very strong supply results, including compensation estimate; Poland macro – minimum wage hikes proposal from PiS; Ciech – PLN 37m impairment loss to be booked, PLN 10.8m tax liability to be paid by Wood and Company
- ODDO BHF Small & MIDCAP MORNING NEWS - 10/09/2019 by Oddo BHF
- Greater China Daily: Wednesday, September 11, 2019 by UOB
- Morning Presentation by DnB Markets
- ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 11/09/2019 by Oddo BHF
- ODDO BHF Small & MIDCAP MORNING NEWS - 09/11/2019 by Oddo BHF
- Northern Lights by DnB Markets
- Focus: LPP’s 2Q19 results, slightly ahead of preliminary numbers; OPAP’s 2Q results – solid profitability, fully in line with our estimates; Sarantis’ 1H19 growth on EBITDA and net income numbers; Echo Investment to pay early dividend by Wood and Company
- ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 09/12/2019 by Oddo BHF
- Focus: keeping our BUY on Petrol Group, with new EUR 404 PT; downgrading Echo Investment to HOLD, with new PLN 5.0 PT; Mytilineos’ 1H19 results in line, outlook for 2019E remains solid by Wood and Company
- Morning Presentation by DnB Markets
- Focus: EME Strategy – EME dividend stories – highest in the EM universe; Turkey macro – 2Q GDP unfolding as expected, slight increase of forecasts; Polish telecoms – Poland and US sign declaration on 5G by Wood and Company
- Northern Lights by DnB Markets
- Focus: European Frontier Markets – Romania – frontier sweet spot, with a political twist; EME Macro/Strategy – as growth slows in 2H, Tokayev presents new reform agenda; CCC – final 2Q19 PLN 17m lower than prelims on tax provision by Wood and Company
- ODDO BHF Small & MIDCAP MORNING NEWS - 09/04/2019 by Oddo BHF
- Northern Lights by DnB Markets
- Focus: Greece macro – decoupling nicely, some upside risks for GDP; CCC – takeaways from management meeting – refocus from growth to profitability; Tatneft’s 2Q19 earnings call – marginally positive; Inter Cars’ 2Q19 results by Wood and Company
- Northern Lights by DnB Markets
- Focus: Kruk – weak 2Q19 – negative debt revaluation in foreign operations; Russia macro – inflation update; 11 bit studios – Children of Morta sales report; Ciech considering expanding production capacity in gel coats business by Wood and Company
- ODDO BHF Small & MIDCAP MORNING NEWS - 09/06/2019 by Oddo BHF
- Morning Presentation by DnB Markets
- Focus: upgrading Norilsk Nickel to BUY, with higher USD 28.6/GDR PT; NLB Group’s weak 2Q19 results; Tauron’s weak 2Q19 EBITDA, in line with consensus; Kruk – additional takeaways from meeting by Wood and Company
- ODDO BHF Small & MIDCAP MORNING NEWS - 09/09/2019 by Oddo BHF
- Morning Presentation by DnB Markets
- ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 10/09/2019 by Oddo BHF
- ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 09/10/2019 by Oddo BHF
- ODDO BHF Small & MIDCAP MORNING NEWS - 09/10/2019 by Oddo BHF
- Northern Lights by DnB Markets
- Focus: upgrading S Immo to HOLD, with higher EUR 21.3 PT; Ciech’s 2Q19 adjusted EBITDA broadly in line with our and the market's expectations; CEZ – substandard parts in EDF nuclear fleet might trigger supply squeeze by Wood and Company
- ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 09/11/2019 by Oddo BHF
- Greater China Daily: Thursday, September 12, 2019 by UOB
- Morning Presentation by DnB Markets
- ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 12/09/2019 by Oddo BHF
- Greater China Daily: Friday, September 13, 2019 by UOB
- Northern Lights by DnB Markets
- ODDO BHF Small & MIDCAP MORNING NEWS - 13/09/2019 by Oddo BHF