Report
Ildar Davletshin

WOOD Flash – Globaltrans: feedback from non-deal roadshow

We have hosted a few meetings and calls for Globaltrans (NOT RATED) over the past few days in Europe and North America with existing and prospective investors as part of their non-deal roadshow. While we do not formally cover the stock, the feedback we have had from these meetings is that the latest share price weakness has made the company’s investment case more attractive, as long as the currently strong sector dynamics hold. Another interesting implication is that there could be further cost pressure on customers, which could potentially reduce their margins and / or lead to wider country inflation. We provide more feedback below.
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
Ildar Davletshin

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