Report
Research Team

WOOD Daily: BGEO LN, HSBK LI, ARABIAND AB, EME Macro/Strategy, RO Energy, HUG PW, DAT PW, GPP PW, CCC PW, PCF PW

• Bank of Georgia: 4Q23 highlights and notes from the conference call
• Halyk Bank: 4Q23 highlights
• Arabian Drilling 4Q23 results and dividend announcement
• EME Macro/Strategy: macro all-in-one (11-17 March)
• Romanian Energy: Energy Ministry draft publication of changes to current regulations
• Huuuge Games: USD 6m investment in a minority stake in Bananaz Studios, with a call option for a larger investment
• Huuuge Games: earnings call takeaways - solid 2024E outlook, broadly in line with our expectations
• DataWalk: concludes an agreement with Barclays Bank
• Grupa Pracuj: Beamery stake revaluation will harm 4Q23 result by c.PLN 23.9m
• CCC: closure of the Half Price online offer
• PCF Group: settlement of production costs of Bulletstorm VR, and termination of the agreement with Incuvo for this game
Underlyings
ARABIAN DRILLING CO.

Bank of Georgia

CCC SA

CCC is engaged in the wholesale and retail trade of clothing and footwear. Co. offers its products to wide range of consumers, from demanding clientele of trendy boutiques to value-oriented medium segment customers, to less wealthy customers seeking reasonably priced quality footwear. Co. pursues a strategy of brand diversification, which is reflected in its three autonomous distribution channels: a chain of official CCC stores, BOTI footwear shops and QUAZI boutiques. Co. offers more than 2,500 designs of footwear. Co. also owns more than 67 proprietary brand names e.g. Lasocki.

GRUPA PRACUJ DA

Halyk Savings Bank of Kazakhstan GDR

PCF Group SA

Provider
Wood and Company
Wood and Company

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.

Analysts
Research Team

Other Reports on these Companies
Other Reports from Wood and Company

ResearchPool Subscriptions

Get the most out of your insights

Get in touch