HEADLINES: • mBank: revises up 1Q24 FX mortgage saga costs NEUTRAL • GEVORKYAN: 4Q23 results broadly in line; new contracts from Poland and Sweden NEUTRAL • DataWalk: preliminary 1Q24 results – sales up 100% yoy, to PLN 6.43m POSITIVE • DataWalk: key takeaways from the 1Q24 preliminary earnings call POSITIVE • Wirtualna Polska: real users in April 2024 NEUTRAL • Wirtualna Polska: 1Q24E preview – 9% yoy adjusted EBITDA growth expected (due on 21 May) • Grupa Pracuj: 1Q24E results preview – flat y...
HEADLINES: • ING BSK: 1Q24 results softer than demanding market expectations, but our medium-term outlook confirmed NEGATIVE • Solutions by STC: mixed 1Q24 financial results NEUTRAL • EME Macro/Strategy: macro all-in-one (29 April-5 May) • Huuuge Games: April bookings estimate at USD 11m, down 21% mom NEGATIVE • Ten Square Games: April bookings estimate down 20% mom NEGATIVE • 11 bit studios: INDIKA release attracts very positive reviews on Steam, but low peak in number of players NEGATIVE • Cyf...
Resolutions of the Annual General Meeting of Shareholders of AS Ekspress Grupp held on 3 May 2024 On 3 May 2024, the Annual General Meeting of the Shareholders of AS Ekspress Grupp was held in Tallinn, Narva road 13. Out of 30 704 292 votes with voting rights, 25 445 992 votes were represented at the Meeting, i.e. 82.87% of the votes. The General Meeting of the Shareholders of AS Ekspress Grupp adopted the following resolutions. 1. The approval of the 2023 annual report of AS Ekspress Grupp To approve the 2023 annual report of AS Ekspress Grupp for the financial year from...
AS Ekspress Grupp korralise üldkoosoleku otsused 03.05.2024 3. mail 2024. aastal toimus Tallinnas Narva mnt 13 ASi Ekspress Grupp aktsionäride korraline üldkoosolek. 30 704 292 hääleõiguslikust häälest oli koosolekul esindatud 25 445 992 häält ehk 82,87% häältest. ASi Ekspress Grupp aktsionäride üldkoosolek otsustas. 1. ASi Ekspress Grupp 2023. majandusaasta aruande kinnitamine Kinnitada ASi Ekspress Grupp 01.01.2023–31.12.2023 majandusaasta aruanne. 2. Kasumi jaotamise ettepaneku kinnitamine Kinnitada 2023. aasta kasumi jaotamise ettepanek. Jaotada 3,35 mi...
EME Equity Market – April 2024 Market performance – green across all geographies, with Turkey outperforming. The MSCI EM Europe Index was up 5.3% mom in EUR terms and 4.2% mom in USD in April; while the Turkish ISE30 saw the strongest performance, adding 11.6% mom; followed by the Hungarian BUX (+5.0% mom); the Czech PX (+2.8% mom); the Greek ASE (+1.8% mom), the Polish WIG20 (+1.2% mom) and the Romanian BET (+0.1% mom) (all in EUR terms).
Increase of the share capital in connection with realisation of the employees’ share option program The supervisory board of AS Ekspress Grupp has in accordance with clause 5.9 of the articles of association and the resolutions of the general meeting of shareholders from decided to increase the share capital of the company by 97,500.60 euros from EUR 18,478,104.60 to EUR 18,575,605.20, by issuing 162,501 new common shares with the nominal value of EUR 0.6 per share. The increase of the share capital and issue of new shares will be carried out for the realisation of the option programme...
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...
AS Ekspress Grupp: Consolidated unaudited interim report for Q1 of 2024 The revenue of AS Ekspress Grupp for the 1st quarter of 2024 totalled EUR 16.2 million, EBITDA totalled EUR 0.4 million and net loss totalled EUR 1.2 million. Digital revenue increased by 2% as compared to the same period last year and made up 84% of the Group’s total revenue. The digital subscription revenue of the Group's media companies and the number of people with digital subscriptions grew strongly year-over-year in all three countries. The revenue from ticket sales platforms and the advertising revenue from outdo...
AS Ekspress Grupp: 2024.aasta I kvartali konsolideeritud auditeerimata vahearuanne ASi Ekspress Grupp 2024. aasta I kvartali müügitulu ulatus 16,2 miljoni euroni, EBITDA 0,4 miljoni euroni ja puhaskahjum 1,2 miljoni euroni. Digitulud kasvasid 2% võrreldes eelmise aasta sama perioodiga ja moodustasid märtsi lõpus 84% kontserni kogukäibest. Kontserni meediaettevõtete digitellimuste tulu ja digitellimust omavate inimeste arv kasvas aastases võrdluses jõudsalt kõigis kolmes riigis. Tugeva kasvu on teinud ka piletiplatvormide müügitulu ja väliekraanidelt saadav reklaamitulu. Kont...
HEADLINES: • Arcelik: weak bottom-line performance in 1Q24 NEGATIVE • Sipchem: 1Q24 results – weak net income NEGATIVE • Kruk: issues flash 1Q24 net profit of PLN 338m NEUTRAL • EME Macro/Strategy: macro all-in-one (22-28 April) • Türkiye macro: MPC takes a pause, but hiking cycle not over yet • OTP Bank: CEO Csanyi speaks at AGM on future acquisitions and Russian exposure POSITIVE • Budimex: BXF Energia acquires 60 MW photovoltaic project NEUTRAL • Inter Cars: dividend policy for 2023-25E and p...
HEADLINES: • MONETA Money Bank: strong 1Q24 delivery, on better-than- expected revenues POSITIVE • Alior Bank: books small beat on 1Q24 delivery, driven by low credit risk charges; robust 2024E outlook supported POSITIVE • Shoper: 1Q24 adjusted EBITDA 9% above our expectations; FY23 results in line with prelims POSITIVE • Mo-BRUK: 4% miss vs. our 4Q23 adjusted EBITDA forecast, weak cash flows NEGATIVE • Wizz Air: fiscal 2024 post-close trading update POSITIVE • Aselsan: CEO's comments on exports...
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...
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: ...
Digital subscription results of AS Ekspress Grupp for the first quarter of 2024 The total number of digital subscriptions of AS Ekspress Grupp increased by 31% in the Baltic States year-over-year (1st quarter: 2%) and totalled 210 999 at the end of March. The number of digital subscriptions of AS Delfi Meedia that publishes the news portal Delfi, newspapers Eesti Päevaleht, Maaleht, Eesti Ekspress and several popular magazines increased by 11% year-over-year (1st quarter: 0%) and totalled 102 629.The number of digital subscriptions of AS Õhtuleht Kirjastus, 50% of which is owned by E...
ASi Ekspress Grupp 2024. aasta 1. kvartali digitellimuste tulemused ASi Ekspress Grupp digitellimuste hulk kasvas võrreldes eelmise aasta sama perioodiga Balti riikides kokku 31% (I kvartalis 2%) ja ulatus märtsi lõpus 210 999-ni. Eestis uudisteportaali Delfi, Eesti Päevalehte, Maalehte, Eesti Ekspressi ja mitmeid populaarseid ajakirju kirjastava ASi Delfi Meedia digitellimuste hulk kasvas võrreldes eelmise aasta sama perioodiga 11% (I kvartalis 0%), ulatudes 102 629-ni.50%-liselt Ekspress Grupile kuuluva ASi Õhtuleht Kirjastus digitellimuste hulk kasvas võrreldes eelmise aasta sama ...
Korralise üldkoosoleku kokkukutsumise teade ASi Ekspress Grupp (registrikood 10004677, asukoht Narva mnt 13, 10151 Tallinn) juhatus kutsub kokku aktsionäride korralise üldkoosoleku, mis toimub 3. mail 2024. aastal algusega kell 10:00 ASi Ekspress Grupp asukohas Tallinnas Narva mnt 13 IV korrusel. Koosolekust osavõtjate registreerimine algab kell 9:30 koosoleku toimumiskohas. Üldkoosolekul osalemiseks õigustatud aktsionäride ring määratakse seisuga seitse päeva enne üldkoosoleku toimumist, s.o 26. aprillil 2024. aastal, Nasdaq CSD arvelduspäeva tööpäeva lõpu seisuga. Aktsionäri...
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