WOOD Daily: EZ Macro; YKBNK TI; PCF PW; APR PW; KAP LI; KLKIM TI; ALK MS; SNP RO; TEL RO; ONE RO; JAHEZ AB; EME Macro/Strategy Weekly; MTELEKOM HB; KOMB CP; CPS PW
HEADLINES:• Eurozone macro: tweaking the GDP outlook
• Yapi Kredi: 1Q23 highlights - NIM blues
• PCF Group: 4Q22 EBITDA falls by 30% qoq, broadly in line with preliminary guidance NEUTRAL
• Auto Partner: preliminary 1Q23 EBIT falls by 7% yoy NEGATIVE
• Kazatomprom: 1Q23 update broadly in line, guidance reiterated
• Kalekim: 1Q23 results - in line operationally NEUTRAL
• Alkaloid: strong 1Q23, driven by exports and antibiotics POSITIVE
• OMV Petrom: takeaways from the 1Q23 earnings call NEUTRAL
• Transelectrica: shareholders reject DPS, company stands by the proposal NEUTRAL
• ONE United Properties: AGM approves semi-annual dividend NEUTRAL
• Jahez: extends SPA with selling shareholders of The Chefz until 31 July 2023 NEUTRAL
• EME Macro/Strategy: macro all-in-one (24-30 April)
• Magyar Telekom: 1Q23E preview - 4% yoy growth in adjusted EBITDA expected (due on 10 May)
• Komercni Banka: 1Q23E results preview (due on 12 May)
• Cyfrowy Polsat: 1Q23E preview - 5% yoy drop in adjusted EBITDA expected (due on 15 May)
• Short News (AYGAZ)
Auto Partner SA is a Poland-based company engaged in the auto, truck and motorcycle parts industry. The Company is an importer and distributor of spare parts for cars and light commercial vehicles. Auto Partner SA is an enterprising entity with its headquarters as well as logistic and distribution centre located in Bierun near Tychy. The Company has approximately 60 branch offices across the domestic markets and some representative offices in neighboring countries, in the Czech Republic, Slovakia, Ukraine and Belarus, among others. Auto Partner SA distributes stabilizer links, steering rod end sets, steering rods, suspension arms, pins, rubber - metal parts, power steering pumps and steering gears, among others.
Komercni banka is a universal banking group based in the Czech Republic. Co. is engaged in the provision of a range of financial services in retail, corporate and investment banking. Co.'s operating segments include: Retail Banking, the provision of products and services to individuals, such as among others building savings, pension insurance, overdrafts, credit card and personal loans and mortgages; Corporate Banking, the provision of products and services to corporate entities such as foreign currency and derivative products, syndicated and export financing, and guarantee transactions; and Investment Banking, which involves trading in financial instruments.
Magyar Telekom is engaged in the providing fixed line and mobile telecommunication services for public and business customers. Co. provides voice and non-voice (SMS, MMS, internet, data and content provision) within mobile services; voice, data, internet and TV services within fixed line services. In addition, Co. sells equipment needed for using fixed line and mobile services (telephones, tablets, notebooks, TV sets etc.).
Yapi Ve Kredi Bankasi is a financial services group. Co. serves its customers through its retail banking segment comprising of individual banking, Small and Medium Size Enterprises banking and card payment systems, corporate and commercial banking as well as private banking and wealth management segments. Co.'s operations are supported by domestic subsidiaries in asset management, brokerage, leasing and factoring as well as international banking subsidiaries in the Netherlands, Russia and Azerbaijan. As of Dec 31 2014, Co. had total assets of TL194.96 billion and total deposits of TL107.63 billion.
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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