Report
Research Team

WOOD Daily: TPEIR GA; KSPI US; CGEO LN; SOLUTION AB; HU Macro; RO Macro; ELPE GA; PKN PW; AQ RO; RICHT HB; SNG RO

HEADLINES:
• Piraeus Financial Holdings: 4Q24 results and medium-term guidance highlights
• Kaspi.kz: 4Q24 results highlights and 2025E guidance NEUTRAL
• Georgia Capital: 4Q24 NAV and earnings call takeaways NEUTRAL
• Solutions by STC: 4Q24 conference call takeaways POSITIVE
• Hungary macro: election campaign is heating up
• Romania macro: January budget deficit brings more headaches
• HELLENiQ Energy: 4Q24E preview (due on 27 February) NEUTRAL
• Orlen: 4Q24E results preview (due on 27 February) NEUTRAL
• Aquila Part Prod Com S.A.: 4Q24E earnings preview (due on 28 February)
• Richter: 4Q24E earnings preview (due on 28 February)
• Romgaz: 4Q24E results preview (due on 28 February) NEUTRAL
Underlyings
AQUILA PART PROD COM

ARABIAN INTERNET & COMMUNICATIONS SERVICES CO

Georgia Capital

Georgia Capital PLC. Georgia Capital PLC is a United Kingdom-based holding company. The Company is focused on investing in developing businesses in Georgia. Its portfolio companies include Georgian Global Utilities LLC (GGU), JSC m2 (m2), JSC Aldagi (Aldagi) and JSC Teliani Valley (Teliani). GGU carries on business in two areas: water utility and renewable energy generation. m2 is the Company's real estate business. m2 develops residential and commercial property in Georgia, outsourcing design while focusing on project and construction management, and sales. m2 also focuses on developing hotels with outsourced operations. Aldagi is a provider of property and casualty insurance products in Georgia. Aldagi primarily focuses on the Georgian motor vehicle, property, credit life, and liability insurance markets and also on other markets offering cargo and agricultural (Agro) insurance. Teliani is a wine and beer producer in Georgia and its sells its products across 15 countries.

Hellenic Bank Ltd.

Kaspi kz

Piraeus Bank SA

Polski Koncern Naftowy ORLEN S.A.

Polski Koncern Naftowy Orlen's activities are divided into three main business segments: the Refining Segment that comprises crude oil processing as well as wholesale and retail trade in refinery products. The Petrochemical Segment that encompasses production and sale of petrochemicals and chemicals. The Retail Segment that comprises of sales at petrol stations. Co.'s basic products include gasolines, diesel oils, light heating oil, Jet fuel, liquid gas, polyetylene, polypropylene, benzene, butadiene, acetone, phenol, glycols, toluen, ortoxylene.

Societatea Nationala De Gaze Naturale ROMGAZ SA

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

Other Reports on these Companies
Other Reports from Wood and Company

ResearchPool Subscriptions

Get the most out of your insights

Get in touch