WOOD Daily: WINE RO, TGN RO, ALR RO, DIGI RO, ONE RO, FP RO, SNN RO, PGE PW, GPP PW, ADNOCDIS UH, ARABIAND AB, JAHEZ AB, EME macro, TBCG LN, previews
HEADLINES:• Purcari: 1Q23 results show strong sales growth POSITIVE
• Transgaz: stronger 1Q23 net profit than expected, on lower impairments of receivables NEUTRAL
• Alro: net loss reported for 1Q23 NEGATIVE
• DIGI Communications: 1Q23 results - adjusted EBITDA up 8% yoy, in line with our estimates NEUTRAL
• ONE United Properties: 1Q23 in line, as higher revenue compensated for a lower gross profit margin NEUTRAL
• Fondul Proprietatea: Hidroelectrica 1Q23 results
• Nuclearelectrica: takeaways from the 1Q23 earnings call POSITIVE
• PGE: 1Q23 prelims - strong beat, driven by heat and conventional generation POSITIVE
• Grupa Pracuj: the Management Board recommends a DPS of PLN 1.5 from the 2022 net profit NEUTRAL
• ADNOC Distribution: 1Q23 results
• Arabian Drilling: 1Q23 results
• Jahez: expected change in the ownership structure NEGATIVE
• Telecom Egypt: the Egyptian government sells a 9.5% stake in Telecom Egypt for USD 121m NEUTRAL
• EME Macro/Strategy: macro all-in-one (8-14 May)
• TBC Bank Group - 1Q23 results highlights
• Ten Square Games: 1Q23E adjusted EBITDA under pressure, both qoq and yoy (due on 22 May)
• CD Projekt: 1Q23E to decline materially qoq, due to deteriorating sales volumes (due on 29 May)
• Huuuge Games: solid 1Q23E results expected, despite declining revenues (due on 30 May)
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.
PGE Polska Grupa Energetyczna is an electricity company based in Poland. Co. is engaged in the generation and selling of electricity. Co. is a predominant power producer and supplier in Poland and a major heat and power sector company in Central and Eastern Europe. Co. supplies over 5 million households, businesses and institutions through a combination of its own fuel resources (lignite), power generation and final distribution networks. Co.'s activities focus on the following areas: Conventional Power Generation, Renewable Power Generation, Nuclear Power Generation, Wholesale, Distribution and Retail. Co. has 12.2 GW of installed generation capacity.
Telecom Egypt is a telecommunications provider in Egypt and is engaged in the provision of fixed-line services in the Middle East. Co. offers a fixed line and retail telecommunications services and provides wholesale telecommunications services. Co. provides retail telecommunication services including access, local, long distance and international voice, internet and data, and other services. Co. also provides wholesale services including broadband capacity leasing to ISPs, and national and international interconnection services. Co.'s internet and data services include the provision of internet broadband access data transmission services and leased lines.
Ten Square Games SA is a Poland-based mobile games development company. The Company is focused on 3D simulation hobby games for people who seek outdoor experiences on their mobile devices, like fishing or hunting games. Its games are available on social platforms, a network of partner sites, as well as on Google Play, App Store and Microsoft Store.
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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