Report
Research Team

WOOD Daily: DOC AV; ACP PW; CZG CP; AKCNS TI; TKNSA TI; EME Macro/Strategy Weekly; SOLUTION AB

HEADLINES:
• DO & CO: new kitchens, same discipline (stays BUY)
• Asseco Poland: Adam Góral resigns from incentive scheme POSITIVE
• Colt CZ Group SE: gets add-on order from Danmark POSITIVE
• Akcansa: 4Q25 conference call takeaways
• Teknosa: 4Q25E earnings preview (due on 24 February)
• EME Macro/Strategy: macro all-in-one (6-12 February)
• Solutions by STC: weak 4Q25 financial results, with a miss on the 2025 revenue guidance NEGATIVE
• Short News (4IG)
Underlyings
Akcansa Cimento

Co. is engaged in the manufacture and sale of clinker, cement and ready mixed concrete, establishment of facilities for the same or their purchase in part or in full.

ARABIAN INTERNET & COMMUNICATIONS SERVICES CO

Asseco Poland SA

Asseco Poland is a provider of proprietary information technology ("IT") solutions which is based in Poland. Co. is engaged in provision of consulting on IT infrastructure, security solutions, human resources solutions, outsourcing services as well as fully comprehensive IT support. Co.'s profile includes software and computer hardware consultancy, production of software as well as supply of software and hardware. This category includes analysing, developing, and programming ready-to-use IT systems. In addition to IT services, Co. also sells goods including mainly computer hardware.

Ceska Zbrojovka Group

DO & CO Aktiengesellschaft

Do & Co AG is a foodservice company. Co. maintains three business divisions. Its Airline Catering division provides gourmet food for passengers of airline companies such as Austrian Airlines, Turkish Airlines, Air France on long-haul flights. Co.'s flying cooks prepare fresh meals on-board. The International Event Catering division provides services such as handling the menu and the provision of food for sporting events, including tennis and golf tournaments, skiing events and Formula One Grand Prix races. The Restaurants, Lounges & Hotel division operates three restaurants; five restaurants with bars and one at the Casino Baden, and three bakeries under the Demel brand.

Teknosa Ic Ve Dis Ticaret AS

Teknosa Ic ve Dis Ticaret AS is a Turkey-based company engaged in the retail trade of electronics. Its products mainly comprise of a wide range of consumer electronics and household appliances, such as dishwashers, vacuum cleaners, televisions, mobile phones, digital cameras as well as personal computers, among others.

Provider
Wood and Company
Wood and Company

WOOD & Company is the leading investment bank in Emerging Europe. Founded in 1991 and head-quartered in Prague, our footprint spans the region and touches investors around the globe.

A pioneer in Emerging Europe, WOOD executed many of the first CEE equity trades and landmark investment banking transactions. Our electronic trading platform was the first in the region, and remains the best. We are continually expanding our relevance and reach in these ever-evolving markets.

Our equity market share reflects our stature: 7% in Warsaw, 20% in Bucharest, 16% in Hungary, 40% in Prague and 5% in Vienna. Our distribution is unparalleled, with the largest salesforce in the region, servicing a uniquely diverse investor base.

We couple local expertise with a truly international perspective. With offices on the ground in the region, and in key financial hubs such as London and Milano, we are never far from our clients and we remain at the forefront of what’s afoot in the CEE emerging and frontier landscape.

Analysts
Research Team

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