WOOD Daily: EME Macro/Strategy Weekly; ETE GA; PBK RO; 4IG HB; SFG RO; DUNAHOUS HB; RICHT HB; DIGI RO; CIMSA TI; FROTO TI; TOASO TI; SIPCHEM AB; 11B PW
HEADLINES:• EME Macro/Strategy: macro all-in-one (24 February-2 March)
• National Bank of Greece: 4Q24 results and 2025-27E guidance highlights NEUTRAL
• Patria Bank: 4Q24 bottom-line miss due mostly to lower non-interest income NEGATIVE
• 4iG: 4Q24 results review – 22% yoy reported EBITDA increase, in line with our estimate; bottom-line miss, on D&A hike NEUTRAL
• Sphera Group: 4Q24 soft, as expected; webcast takeaways NEGATIVE
• Duna House: 4Q24 – FY results in line, lower DPS, but possible upside from M&A
• Richter: takeaways from the 4Q24 earnings call NEUTRAL
• DIGI Communications: key takeaways from the 4Q24 earnings call NEUTRAL
• Cimsa: 4Q24 conference call takeaways
• Ford Otosan: proposes distribution of TRY 17.10 DPS NEUTRAL
• Tofas: proposes distribution of TRY 12.00 DPS NEUTRAL
• Sipchem: receives approval for the supply of feedstock for a new petrochemicals plant NEUTRAL
• 11 bit studios: updated roadmap for Frostpunk 2, first paid DLC to be released in autumn NEUTRAL
• Sipchem: 4Q24E results preview (due out tomorrow) NEUTRAL
• Short News (BFT)
11 BIT STUDIOS SA is a Poland-based company engaged in the game development industry. Its product portfolio includes four games: Anomaly Korea, Sleepwalker's Journey, Funky Smugglers and Anomaly Warzone Earth. The Company produces video games for different devices, such as video consoles, personal computers (PC), and Apple products (iPhone, iPad), among others.
4iG Nyrt. 4iG Nyrt, formerly Freesoft Szoftverfejleszto es Szamitatechnikai Szolgaltato Nyrt is a Hungary-based company engaged in providing software products and consultancy. The Company's activities include development and implementation of specific, custom-made software systems, document management, knowledge management, portal and collaboration applications, complex services for business needs in the areas of implementation, support and consultation, intranet- and Internet-based development, services, graphical and creative design, and consultation, design, development and implementation of mobile business applications, as well as operation, support, outsourcing, application service provision (ASP), application portfolio management (APM), hosting and other services. The Company has three subsidiaries: Axis Consuling 2000 Kft, BankSoft Kft and HUMANsoft Kft.
Cimsa Cimento Sanayi ve Ticaret is engaged in the cement industry. Co. produces and sells cement and ready-mixed concrete. As of Dec. 31, 2004, Co. maintains 17 ready-mixed concrete plants in 8 provinces.
Ford Otomotiv Sanayi is an automobile manufacturing company based in Turkey. Co. operates as a joint venture between Ford Motor Company and the Koc Group of Companies. Co. is engaged in manufacturing, assembling and selling motor vehicles, primarily commercial vehicles, imports and sells passenger cars and manufactures and imports and sells spare parts of those vehicles. Co. has two plants located in Kocaeli and Eskisehir, has a spare part distribution warehouse in Kartal, Istanbul and a branch in Tubitak Marmara Research Centre, Gebze Campus Technological Free Zone (TEKSEB).
Saudi International Petrochemical is engaged to own, establish, operate and manage industrial projects specially those related to chemical and petrochemical industries.
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.
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