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MorningCall / Equity
- ODDO BHF Small & MIDCAP MORNING NEWS - 09/13/2019 by Oddo BHF
- Northern Lights by DnB Markets
- Focus: PGE’s adjusted 2Q19 preliminary EBITDA in line, compensation impact to be known soon; DIGI Communications excluded from Hungarian 5G tender; Polish telcos – mobile network rollout to require environmental qualification by Wood and Company
- ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 09/16/2019 by Oddo BHF
- Northern Lights by DnB Markets
- ODDO BHF Small & MIDCAP MORNING NEWS - 17/09/2019 by Oddo BHF
- ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 17/09/2019 by Oddo BHF
- ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 09/17/2019 by Oddo BHF
- Focus: Romania macro/politics – Frontier Investor Days conference takeaways; NLB Group – press reports on potential acquisition of Komercijalna Banka; Ciech halts production at its Romanian plant; Tauron – Jaworzno III delay likely by Wood and Company
- ODDO BHF Small & MIDCAP MORNING NEWS - 18/09/2019 by Oddo BHF
- ODDO BHF Small & MIDCAP MORNING NEWS - 09/18/2019 by Oddo BHF
- Northern Lights by DnB Markets
- Morning Presentation by DnB Markets
- Greater China Daily: Friday, September 20, 2019 by UOB
- Morning Presentation by DnB Markets
- Greater China Daily: Monday, September 23, 2019 by UOB
- Morning Presentation by DnB Markets
- ODDO BHF Small & MIDCAP MORNING NEWS - 23/09/2019 by Oddo BHF
- ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 23/09/2019 by Oddo BHF
- Greater China Daily: Tuesday, September 24, 2019 by UOB
- Morning Presentation by DnB Markets
- Focus: Tauron’s 2Q19 prelims revised up, driven by higher compensation estimate; Philip Morris CR’s 1H19 results – strong revenue growth driven by iQOS, but profitability is down; Piraeus Bank – EUR 5.1m fine from ECB for legacy issue by Wood and Company
- ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 09/24/2019 by Oddo BHF
- Northern Lights by DnB Markets
- Focus: Public Power Corporation’s 1H19 – strong beat on EBITDA from continuing operations; PGE’s 2Q19 results fully in line with preliminary numbers, FY19E guidance revised up; Orange Polska increases unlimited pre-paid tariff prices by Wood and Company
- Greater China Daily: Monday, September 16, 2019 by UOB
- Morning Presentation by DnB Markets
- ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 16/09/2019 by Oddo BHF
- Greater China Daily: Tuesday, September 17, 2019 by UOB
- Morning Presentation by DnB Markets
- Focus: keeping our HOLD on Petkim, with new PT of TRY 4.0; Echo Investment’s 2Q19 – first look broadly in line, revaluation result slightly weaker; Polish telecoms – Law and Justice wants Polish company to control 5G network in Poland by Wood and Company
- ODDO BHF Small & MIDCAP MORNING NEWS - 09/17/2019 by Oddo BHF
- Greater China Daily: Wednesday, September 18, 2019 by UOB
- ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 18/09/2019 by Oddo BHF
- ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 09/18/2019 by Oddo BHF
- Morning Presentation by DnB Markets
- Northern Lights by DnB Markets
- Focus: Polish utilities – Treasure Island (ENA and PGE stay BUY, TPE upgraded to BUY, ENG downgraded to HOLD, LWB stays HOLD); Komercni Banka may be hit by contribution to the National Development Fund by Wood and Company
- Northern Lights by DnB Markets
- Focus: Enea’s preliminary 2Q19 numbers - a substantial beat vs. consensus; Mavi’s 2Q19 strong lfl improvement vs. 1Q19, and operating leverage; RO politics – PM Dancila rumoured to seek EU Commission post; Kovesi closer to EU prosecutor by Wood and Company
- Northern Lights by DnB Markets
- Focus: Commerzbank (finally) officially admits that mBank is for sale; Romanian politics - new proposal for the offshore tax regime; Polish banks - press speculation that the ECJ ruling on FX mortgages may be published on 3 October by Wood and Company
- ODDO BHF Small & MIDCAP MORNING NEWS - 09/23/2019 by Oddo BHF
- ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 09/23/2019 by Oddo BHF
- Northern Lights by DnB Markets
- ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 24/09/2019 by Oddo BHF
- ODDO BHF Small & MIDCAP MORNING NEWS - 24/09/2019 by Oddo BHF
- ODDO BHF Small & MIDCAP MORNING NEWS - 09/24/2019 by Oddo BHF
- Morning Presentation by DnB Markets
- ODDO BHF Small & MIDCAP MORNING NEWS - 25/09/2019 by Oddo BHF