WOOD Daily: PCO PW; PCF PW; EME Macro/Strategy Weekly; DUNAHOUS HB; NRP NA; CAR PW; NLBR SV
HEADLINES:• Pepco Group: 2H24 beat on gross margin; lfl recovery at Pepco since September, EUR 775m impairment at Poundland; first DPS of EUR 0.062 POSITIVE
• PCF Group: closing strategic options review, with no new financing obtained NEGATIVE
• EME Macro/Strategy: macro all-in-one (2-8 December)
• Duna House: a good set of 3Q24 numbers; postcard from WOOD's Winter Wonderland conference POSITIVE
• NEPI Rockcastle: buys Silesia City Centre in Katowice for EUR 405m (7.1% yield) POSITIVE
• Inter Cars: November sales growth at 9% yoy, almost as expected NEUTRAL
• NLB Group: distribution of second dividend tranche approved (EUR 5.5/share) NEUTRAL
Inter Cars is an automotive spare parts distributor for passenger cars, commercial vehicles and trucks in Middle-Eastern Europe. The product range of Co. reaches over one million different automotive spare parts for passenger cars and trucks. No matter if the car is European or Asian one, Co.'s customers can find full range of products for their cars as well as all the necessary tools and garage equipment. Besides spare parts distribution, which is the core business of Co., Co. is also an exclusive distributor of legendary motorcycle brand “TRIUMPH” in Poland (via motorcycle distribution network, called Inter Motors) and distributor of spare parts and accessories for other motorcycle brands.
NEPI Rockcastle is engaged in developing, acquiring and holding commercial properties, either directly or indirectly through the acquisition of listed equities.
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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