HEADLINES: • Santander Bank Polska: 1Q24 results – 19%+ headline ROE affected only slightly by FX mortgage saga costs • Bank Pekao: 1Q24 results in line with market's expectations NEUTRAL • PCF Group: 4Q23 headlines hit heavily by write-offs, but a more limited EBITDA loss than we had expected NEUTRAL • Erste Bank: 1Q24 results NEUTRAL • OMV: 1Q24 results – chemicals stronger than expected NEUTRAL • Borouge: 1Q24 results – better than expected POSITIVE • OMV Petrom: 1Q24 results NEUTRAL • Garan...
BAWAG Group erzielte in Q1 2024 Nettogewinn von 167 Mio. € und RoTCE von 23,7% Q1 ’24 Nettogewinn in Höhe von 167 Mio. €, EPS von € 2,11 und RoTCE von 23,7%Kundeneinlagen +1% und Kundenkredite stabil gegenüber Q4’23 (jeweils im Durchschnitt)Ergebnis vor Risikokosten in Höhe von 258 Mio. € (+4% im Vergleich zum Vorjahr) undCost/Income Ratio von 32,9%Risikokosten-Quote von 28 Basispunkten … NPL-Quote bei 1%CET1 Quote von 15,6% nach Abzug der abgegrenzten Dividende in Höhe von 92 Mio. € für Q1’242024 Ziele bestätigt: Ergebnis vor Steuern > 920 Mio. €, RoTCE > 20% und CIR < 34% Die BAWAG...
BAWAG Group publishes Q1 2024 results: Net profit € 167 million and RoTCE 23.7% Q1 ’24 net profit of € 167 million, EPS of € 2.11 and RoTCE of 23.7%Average customer deposits +1% and average customer loans flat versus prior quarterPre-provision profit of € 258 million (+4% vPY) and CIR at 32.9%Risk-cost ratio of 28 basis points … NPL ratio at 1.0%CET1 ratio of 15.6% post-deduction of dividend accrual of € 92 million for Q1 ‘24Targets for 2024 reconfirmed: Profit before tax > € 920 million, RoTCE >20%, and CIR < 34% Today, BAWAG Group released its results for the first quarter 2024, re...
The CEE region is expected to deliver a moderate rebound of GDP growth in 2024,following the preceding year’s weak growth, fuelling expectations of sustainable profits inthe banking sector. Inflation is seen to be twin faced in our region, similar to most of the coreeconomies. Even with a diminished potential for much intra-year improvement of the inflationpath in 2024, this inflation provides several CEE central banks more room to cut policy ratesthis year. Lower interest rates are expected to ...
HEADLINES: • Jeronimo Martins: small beat in 1Q24 NEUTRAL • Inter Cars: 4Q23 net profit in line with prelims, a miss vs. our initial forecasts due to lower gross margin NEUTRAL • Mo-BRUK: 4Q23 earnings call takeaways – supportive 2024E outlook POSITIVE • Shoper: earnings call takeaways – strong April, optimistic on 2024E outlook POSITIVE • Türkiye macro: MPC takes a pause, but hiking cycle not over yet • Uzbekistan macro: CBU keeps rates on hold • Polish banks: Polish Supreme Court reconfirms th...
HEADLINES: • Kaspi.kz: 1Q24 highlights Kruk: buys more portfolios in Italy • Tupras: launches USD 256m propylene investment NEUTRAL • Turkish banks: coverage UNDER REVIEW • Sipchem: 1Q24E results preview (due on 25 April) NEUTRAL • Jeronimo Martins: 1Q24E results preview – 11% yoy EBITDA growth expected (due on 26 April, before the open) • Erste Bank: 1Q24E preview (due on 30 April) • BRD-GSG: 1Q24E preview (due on 2 May) NEUTRAL • PKO BP: 1Q24E preview (due on 9 May) • Banca Transilvania: 1Q24E...
• LPP: the glass is half full (stays BUY) • Eurocash: 4Q23 beat on costs, profit warning for 1Q24E • 11 bit studios: 4Q23 adjusted EBITDA beats expectations on a solid top line • Polish banks: 2024 contributions to the BFG • MOL: oil production starts on a new platform at ACG field • Ford Otosan: completes the Eurobond book-building process • Kalekim: 2023 IAS 29 results - strong operating results • Lamda: 4Q23 results - a significant step-up in Ellinikon revenues, revaluation gain on existing m...
HEADLINES: • Lamda: 4Q23 results - significant step-up in Ellinikon revenues, revaluation gain on existing malls • Electrica: proposed changes to the regulatory framework • Bank Pekao: AGM chooses new Supervisory Board members, approves PLN 19.2 DPS • 11 bit studios: release date of INDIKA moved to 2 May • Nuclearelectrica: shareholders abstain from voting on the items from yesterday’s GMS • EMEA airlines: 1Q24 traffic - a good start to the year • Budimex: 1Q24E flat yoy - profitability improvem...
EQS-News: Kontron AG / Key word(s): Mergers & Acquisitions Delisting tender offer to KATEK shareholders published 15.04.2024 / 14:24 CET/CEST The issuer is solely responsible for the content of this announcement. Linz, 15.04.2024 – The documents to the shareholders of KATEK SE have been published. The offer price is EUR 15 per KATEK share in cash. As an alternative, 4 KATEK shares can be exchanged for 3 Kontron shares. The offer period runs for four weeks. Kontron Acquisition GmbH (“Bidder”), an indirect, wholly owned Kontron subsidiary, has today published the offer doc...
EQS-News: Kontron AG / Schlagwort(e): Fusionen & Übernahmen Veröffentlichung des Delisting-Erwerbsangebots an KATEK-Aktionäre 15.04.2024 / 14:24 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Linz, 15.04.2024 - Die Angebotsunterlagen an die Aktionäre der KATEK SE wurden veröffentlicht. Der Angebotspreis beträgt EUR 15 pro KATEK-Aktie in bar. Alternativ können 4 KATEK-Aktien in 3 Kontron-Aktien getauscht werden. Die Angebotsfrist beträgt vier Wochen. Die Kontron Acquisition GmbH („Bieterin“), eine mittelbare 100%-Tochtergesellschaft ...
HEADLINES: • EME Macro/Strategy: reassessing the inflation and rates outlook to 2025E eop • Benefit Systems: strong momentum continues • Dom Development: volume growth, margins stronger for longer (stays BUY) • Kazakhstan macro: NBK keeps policy rate on hold, at 14.75% • Ford Otosan: to issue Eurobond • Bank Pekao: 1Q24E preview (results due on 30 April) • Santander Bank Polska: 1Q24E preview (results due on 30 April) • ING BSK: 1Q24E preview (results due on 7 May) • Short News (HUG)
HEADLINES: • Greek banks: life after the windfall (Alpha, Eurobank, NBG and Piraeus – transfer of coverage) • Cyfrowy Polsat: key takeaways from the 4Q23 earnings call NEUTRAL • Orlen: announces PLN 1.6bn of probable trading losses NEGATIVE • ING BSK: AGM approves PLN 33.35 DPS NEUTRAL • Public Power Corporation: partners with Mytilineos for 2GW solar portfolio NEUTRAL • InPost: PPF realises option to buy 10% stake • ONE United Properties: founders and others selling up to 9.5% in ABB • PKO BP: ...
Moody's Ratings (Moody's) has today affirmed Bank Polska Kasa Opieki S.A.'s (Bank Pekao) A2/P-1 long- and short-term deposit ratings and maintained the stable outlook on the long-term deposit ratings. Further, Moody's Ratings affirmed the bank's baa2 Baseline Credit Assessment (BCA) and Adjusted BCA...
BAWAG Group: Hauptversammlung genehmigt Dividende in Höhe von 5 € je Aktie WIEN – Die Aktionäre der BAWAG Group haben heute dem Vorschlag des Vorstands und des Aufsichtsrats zugestimmt, für das Geschäftsjahr 2023 eine Dividende von 5,00 € je Aktie auszuschütten. Die Dividende wird am 15. April 2024 ausgezahlt, Ex-Dividenden-Tag ist der 10. April 2024. Anas Abuzaakouk, CEO der BAWAG Group, berichtete in der ordentlichen Hauptversammlung: "Seit dem Börsengang im Oktober 2017 haben wir eine Gesamtaktienrendite von 67%, ein Wachstum des Ergebnisses je Aktie von 9% pro Jahr und einen durchsch...
BAWAG GROUP: ANNUAL GENERAL MEETING APPROVES DIVIDEND OF €5.00 PER SHARE VIENNA, Austria – Today, BAWAG Group’s shareholders approved the proposal from the Management Board as well as the Supervisory Board for a dividend of € 5.00 per share for the 2023 financial year. The dividend will be paid out on April 15, 2024, ex dividend day will be April 10, 2024. Anas Abuzaakouk, CEO, presented at the Annual General Meeting: “Since our IPO in October 2017, we delivered a total shareholder return of 67%, EPS growth of 9% per year, and an average RoTCE of 16%. We have also extended € 47 billion ...
A director at Banca Transilvania Cluj sold 18,000 shares at 27.900RON and the significance rating of the trade was 58/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years...
EME Equity Market – March 2024 Market performance – mixed performances in March, with the Romanian BET outperforming. The MSCI EM Europe Index declined by 0.3% mom in EUR terms and 0.4% mom in USD in March. The Romanian BET reported the strongest performance, adding 7.1% mom in EUR terms, followed by the Czech PX and the Polish WIG20 (+4.1% and 1.0% mom, in EUR terms, respectively). Greece saw a relatively muted performance (-0.2% mom in EUR terms), while Hungary (-1.1% mom in EUR terms) and Tür...
EQS-News: Kontron AG / Schlagwort(e): Jahresergebnis Kontron AG: Ein starkes Jahr als reiner IoT-Player 28.03.2024 / 07:00 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Umsatz: EUR 1.226 Mio., ein Anstieg von 15% gegenüber EUR 1.064 Mio. im Geschäftsjahr 2022. Konzernergebnis: EUR 77,7 Mio., übertrifft die Prognose. Operativer Cashflow: EUR 116,9 Mio., ein Anstieg von 163% von EUR 44,4 Mio. Auftragsbestand: Erhöhte sich um EUR 226 Mio. auf EUR 1.686 Mio. in 2023. Dividendenvorschlag: EUR 0,50 je Aktie. Linz, 28.03.2024: Kontron ...
EQS-News: Kontron AG / Key word(s): Annual Results Kontron AG with a strong year as a pure IoT player 28.03.2024 / 07:00 CET/CEST The issuer is solely responsible for the content of this announcement. Revenues: EUR 1,226 million, a 15% increase from EUR 1,064 million in FY2022. Net Profit: EUR 77.7 million, surpassing the forecast. Operating Cash Flow: EUR 116.9 million, a 163% increase from EUR 44.4 million. Order Backlog: Increased by EUR 226 million to EUR 1,686 million in 2023. Dividend Proposal: EUR 0.50 per share. Linz, 28.03.2024: Kontron AG, the leader in Inte...
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