WOOD Morning (16 February)
HEADLINES:* Piraeus Port Authority: the turning of the tide (BUY - initiation of coverage)
* Polish Furniture Market: time to turn the tables (Pfleiderer stays BUY, Forte downgraded to HOLD)
* Athens Exchange Group: look for better entry points (stays HOLD)
* EME Strategy: Polish pension reform - ECP bill draft
* Magnit: Mr. Galitskiy leaving Magnit, at only a 3% premium to the market price NEGATIVE
* Transelectrica: loss in the quarter higher than expected NEGATIVE
* DO&CO: 3Q FY18 results - nothing surprising, nothing new
* Turkcell: 4Q17 results and FY18E guidance
* Georgia Healthcare Group: presents positive outlook for FY18E POSITIVE
* O2 Czech Republic: management proposes CZK 21/share dividend NEUTRAL
* MOL: 4Q17E preview (due on 22 February) NEUTRAL
* Waberer's International: 4Q17E results - continuous growth and a margin recovery (due on 8 March)
* Inter Cars: 4Q17E preview - slow return to growth path (due on 17 April)
* Short News (BZW, PKO, OTE)
Georgia Healthcare Group is a holding company. Through its subsidiaries, Co. operates in three segments: Healthcare Services, which is the inpatient and outpatient medical services delivered by the referral hospitals, community hospitals and polyclinics owned by Co. throughout Georgia; Medical Insurance, which comprises medical insurance products, including personal accident insurance, term life insurance products bundled with medical insurance and travel insurance policies, which are provided by Co.'s wholly owned subsidiary Imedi L; and Pharma, which comprises a range of medicines and para-pharmacy products which are provided through a chain of pharmacies by Co.'s subsidiary JSC GEPHA.
The Hellenic Exchanges is engaged in the following business sectors: trading, clearing, settlement, data feed, IT, exchange services, depository services, clearinghouse services, and other.
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.
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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