WOOD Daily: EME Macro/Strategy; EBS AV; LVC PW; EL RO; BNET RO; ADPL ZA; ONE RO; PETKM TI; FP RO; RICHT HB; RO Energy; CDR PW; EEMEA Equities
HEADLINES:• EME Macro/Strategy: forecasts guidance update
• Erste Bank: very solid 4Q21, issues optimistic 2022E guidance and recommends 2021 DPS of EUR 1.6
• LiveChat Software: 3Q21-22 (calendar 4Q21) results - EBITDA up 15% yoy, 6% below the consensus NEGATIVE
• Electrica: 4Q21 results review - deep losses reported NEGATIVE
• Bittnet Systems: 4Q21 results review - 71% yoy EBITDA drop, 81% below our estimate NEGATIVE
• AD Plastik: 4Q21 review - weaker than expected, and outlook uncertain NEGATIVE
• ONE United Properties: 4Q21 - gross profit below our estimate, beat on revaluation result
• Petkim: 4Q21 results
• Fondul Proprietatea: Hidroelectrica's 2021 EBITDA at RON 4.6bn, close to our expectations
• Fondul Proprietatea: calls GMS for 20 April to approve RON 0.125 DPS POSITIVE
• Richter: 4Q beat on Vraylar, Evra and interest income POSITIVE
• Romanian energy: power and gas price caps to be kept, from April, for one year
• CD Projekt: increased interest in Cyberpunk after patch 1.5 and next-generation console version NEUTRAL
• EEMEA equities: a quick look at Russian exposure
• Short News (LVC)
PJSC Aeroflot Russian Airlines is an international air transport company which is engaged in operations in Russia. The principal activity of Co. is the provision of passenger and cargo air transportation services both domestically and internationally and other aviation services from its base at Moscow Sheremetevo Airport. Co. and its subsidiaries also includes activities comprising airline catering, the operation of a hotel and insurance services. Associated undertakings mainly comprise hotel and duty-free retail businesses. The principal business segments are airline operations, airline catering, hotel operations and other.
CD Projekt is a holding company of the CD PROJEKT Capital Group which conducts its operations in two activity segments: CD PROJEKT RED and GOG.com. CD PROJEKT RED's activities cover the creation and publication of videogames, licensing the associated distribution rights and manufacturing tie-in products which exploit the commercial appeal of brands owned by Co. The activities of GOG Ltd. involve digital distribution of videogames via Co.'s proprietary GOG.com distribution platform, on the basis of contracts signed by GOG Ltd. with producers, IPR holders and external publishers. The platform enables customers to purchase games, remit payment and download game files to their personal devices.
Erste Group is a financial services provider based in Austria. As of Dec 31 2015, Co.'s total assets amounted to Euro199,743 million and the number of customers was approximately 16.5 million. Co.'s key business is the retail business, covering the entire spectrum from lending, deposit and investment products to current accounts and credit cards. In addition to providing financial services to private individuals, Co.'s core activities also include advisory services and support for corporate clients in financing, investment and access to international capital markets, public sector funding and interbank market operations.
Livechat Software SA is a Poland-based company engaged in the software industry. The Company is a producer and global provider of software as a service (SaaS) LiveChat, communication software for business. LiveChat enables fast and intuitive communication between company's employees and customers visiting corporate Website. The application also tracks customers' activity on a Website. The Company produces and distributes software for business-to-consumer (B2C) and business-to-business (B2B) communication. Its product portfolio includes three types of LiveChat plans: Solo, dedicated to single user and offering such features as unlimited chats, ticketing system, enhanced security and basic reporting; Team, for numerous teams that additionally includes chat routing and groups creation; and Enterprise, for companies that, additionally to previous ones, provides advanced reporting, work scheduler and unlimited visits on a Website.
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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