WOOD Daily: CPS PW, INPST NA, EAT PW, TEL RO, EL RO, PBK RO, SNP RO, SNG RO, DIGI RO, ALR RO, ONE RO, ELPE GA
HEADLINES:• Cyfrowy Polsat: 1Q23 results review - soft numbers, in line with expectations NEUTRAL
• InPost: 1Q23 beat on margin recovery, FY guidance maintained, slowdown in 2Q23E POSITIVE
• AmRest: disposal of the Russian operations for EUR 100m finalised POSITIVE
• Transelectrica: 1Q23 results broadly in line with expectations NEUTRAL
• Electrica: weaker distribution results than expected in 1Q23 NEGATIVE
• Patria Bank: 1Q23 bottom line undermined by NII weakness NEGATIVE
• OMV Petrom: estimated impact from the law approving the ordinance on the solidarity tax POSITIVE
• Romgaz: takeaways from the 1Q23 earnings call
• DIGI Communications: key takeaways from the 1Q23 earnings call NEUTRAL
• Alro: takeaways from the 1Q23 earnings call
• ONE United Properties: 1Q23 in line, as higher revenues compensated for a lower gross profit margin NEUTRAL
• HELLENiQ Energy: 1Q23E results preview (due out 18 May)
Amrest Holdings SE is a Spain-based company active in the restaurants and bars sector. The Company's core activity is operating Kentucky Fried Chicken (KFC), Pizza Hut, Burger King and Starbucks restaurants through its subsidiaries in Poland, the Czech Republic, Hungary, the Russian Federation, Serbia, Croatia, Bulgaria, Spain and France, on the basis of franchises granted, and Applebee's in the United States. Additionally, in Spain and France the Company operates its own brands La Tagiatella, Trastevere and il Pastificcio. It also operates PizzaPortal.pl, an online portal for ordering food from various restaurants. The Company operates through subsidiaries, such as AmRest Sp z o o, AmRest sro, AmRest doo, AmRest Adria doo, Blue Horizon Hospitality Group PTE, AmRest TAG SL, SC Marinopoulos Coffee Company III Srl and Marinopoulos Coffee Company Bulgaria EOOD, among others.
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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