WOOD Daily: EME Macro/Strategy – EEMEA; BDX PW; WPL PW; EWG LN; KZ Macro; AIRA LI
HEADLINES:• EME Macro/Strategy: the state of consumption in EEMEA
• Budimex: PKP PLK cancels selection of the company’s offer in PLN 1.1bn rail tender NEGATIVE
• Budimex: offer selected in PLN 300m PSE tender for expansion of Gdańsk Błonia substation NEUTRAL
• Wirtualna Polska: write-down of Szallas Group assets reduces WPL's operating result by PLN 150m NEGATIVE
• Wirtualna Polska: accounting policy change increases dividend capacity by c.PLN 518m NEUTRAL
• Wirtualna Polska: 4Q25E preview update – weak quarter, with 10% yoy pro-forma adjusted EBITDA drop expected (due on 24 March)
• Eurowag: takeaways from the EW Office demo POSITIVE
• Kazakhstan macro: constitutional reform lays groundwork for succession planning
• Air Astana Group: 4Q25 – an end to a difficult year
Budimex S.A. is a holding company. Through its subsidiaries, Co. is engaged in building, assembly and erection works in the scope of general industrial and engineering construction, electrical power construction & assembly, environmental protection, road and highway construction, water and sewage system construction, the rendering of design services and technical and business consulting and real estate development. Co. maintains activities in strategic segments of the market, such as road and bridge construction, general construction works (office, hotel and institutes of higher education), and ecological/environment-related construction.
Wirtualna Polska Holding SA is a Poland-based holding company. The Company owns entities that are engaged in the Internet publishing and broadcasting content, including operating business, technology, sports and entertainment portals, as well as electronic mail (e-mail) and electronic commerce (e-commerce). It also offers a range of advertising products, including display ads. The Company operates through such Internet portals as Wirtualna Polska, o2.pl, Money.pl, WP SportoweFakty, Dobreprogramy.pl, WP Parenting, Domodi and Homebook, among others. The Company operates domestically.
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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