reports
- Research Team
WOOD Morning (21 November 2024)
HEADLINES: • PZU: 3Q24 not as weak as feared – once the special claims end, should deliver a very strong profitability profile POSITIVE • Cyfrowy Polsat: 3Q24 results review – adjusted EBITDA up 13% yoy, 2% above our estimate POSITIVE • Grupa Pracuj: 3Q24 results – adjusted EBITDA up 8% yoy, 3% above our forecast and 6% above the consensus POSITIVE • OPAP: 3Q24 earnings beat expectations, as EBITDA jumps 24% yoy POSITIVE • Motor Oil Hellas: 3Q24 results – CCS EBITDA in line NEUTRAL • Elbit Syste...
- Stamatios Draziotis CFA
OPAP | First thoughts: Impeccable results, guidance raised to the uppe...
Q3 adj. EBITDA +24% yoy, c12% above our estimates on strong revenues; FY24 EBITDA to settle to the upper end, as per mgt – OPAP has reported a very strong Q3, growing revenues +18% yoy, thanks to easy comps, Joker jackpot and strong online (+36%) coupled with the normalization of costs which were frontloaded to H1’24 (non variable opex -11% yoy in Q3). These led EBITDA to an impressive +24% increase yoy on an adjusted basis (€213m), or +47% on a reported basis (Q3’23 weighed down by provisions)....
- Stamatios Draziotis CFA
OPAP | First thoughts: Impeccable results, guidance raised to the uppe...
Q3 adj. EBITDA +24% yoy, c12% above our estimates on strong revenues; FY24 EBITDA to settle to the upper end, as per mgt – OPAP has reported a very strong Q3, growing revenues +18% yoy, thanks to easy comps, Joker jackpot and strong online (+36%) coupled with the normalization of costs which were frontloaded to H1’24 (non variable opex -11% yoy in Q3). These led EBITDA to an impressive +24% increase yoy on an adjusted basis (€213m), or +47% on a reported basis (Q3’23 weighed down by provisions)....
Ekspress Grupp AS: 1 director
A director at Ekspress Grupp AS sold 10,000 shares at 0.990EUR and the significance rating of the trade was 51/100. 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 clearl...
Changes in the Management Boards of AS Ekspress Grupp’s subsidiaries
Changes in the Management Boards of AS Ekspress Grupp’s subsidiaries Argo Virkebau, the Chairman of the Management Board and CEO of AS Delfi Meedia – the subsidiary of AS Ekspress Grupp –, will leave the company at his own request on December 31, 2024. Argo Virkebau has been working as CEO and the Chairman of the Management Board at Delfi Meedia since 2018. The Supervisory Board of AS Delfi Meedia is thankful to Argo Virkebau for his long-term contribution to the management and growth of the media company. The Supervisory Board of AS Delfi Meedia has elected Erik Heinsaar, the long-time ...
Muudatused ASi Ekspress Grupp tütarettevõtete juhatustes
Muudatused ASi Ekspress Grupp tütarettevõtete juhatustes ASi Ekspress Grupp tütarettevõtte AS Delfi Meedia juhatuse esimees ja tegevjuht Argo Virkebau lahkub omal soovil ametist 31. detsembril 2024. aastal. Argo Virkebau on täitnud Delfi Meedia tegevjuhi ülesandeid alates 2018. aastast. AS Delfi Meedia nõukogu tänab Argo Virkebaud pikaaegse panuse eest meediaettevõtte juhtimisse ja arengusse. AS Delfi Meedia nõukogu otsustas valida uueks juhatuse liikmeks ASi Õhtuleht Kirjastus pikaaegse juhi Erik Heinsaare tähtajaga 31. detsember 2027. Erik Heinsaarest saab AS Delfi Meedia tegevjuht. AS...
- Research Team
WOOD Daily: TLV RO; LOGO TI; SOKM TI; ONE RO; ALARABIA AB; ALPHA GA; C...
HEADLINES: • Banca Transilvania: stellar 3Q24 print sponsored by OTP RO integration POSITIVE • Logo Yazilim: 3Q24 results – small beat; FY24E guidance reiterated; buyback programme expires POSITIVE • Sok Marketler: highly weak set of results in 3Q24 NEGATIVE • ONE United Properties: 3Q24 broadly in line with recent trends NEUTRAL • Al Arabia Outdoor Advertising: weak 3Q24 financial results NEGATIVE • Alpha Services and Holdings: 3Q24 results highlights – improved outlook NEUTRAL • Inter Cars: Oc...
HTO HELLENIC TELECOMMUNICATIONS ORGANIZATION SA
PZU POWSZECHNY ZAKLAD UBEZPIECZEN SPOLKA AKCYJNA
LOGO LOGO YAZILIM SANAYI VE TICARET A.S.
ALPHA ALPHA BANK AE
CAR INTER CARS S.A.
TLV BANCA TRANSILVANIA S.A.
RICHT RICHTER
SOKM SOK MARKETLER TICARET AS
ONE ONE UNITED PROPERTIES SA
4071 ARABIAN CONTRACTING SERVICES CO
EQS-News: IMMOFINANZ mit grüner Finanzierung für Warsaw Spire
EQS-News: IMMOFINANZ AG / Schlagwort(e): Finanzierung/Immobilien IMMOFINANZ mit grüner Finanzierung für Warsaw Spire 06.11.2024 / 14:25 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Presseinformation | Corporate News Wien, 6. November 2024 IMMOFINANZ mit grüner Finanzierung für Warsaw Spire Am 6. November unterzeichnete die IMMOFINANZ mit Helaba, pbb Deutsche Pfandbriefbank und Berlin Hyp einen neuen Green Loan mit einer Laufzeit von fünf Jahren und einem Volumen von EUR 180 Mio. Das grüne Darlehen ist mit dem myhive Warsaw ...
EQS-News: IMMOFINANZ signs Green Loan for Warsaw Spire
EQS-News: IMMOFINANZ AG / Key word(s): Financing/Real Estate IMMOFINANZ signs Green Loan for Warsaw Spire 06.11.2024 / 14:25 CET/CEST The issuer is solely responsible for the content of this announcement. Press Release | Corporate News Vienna, 6 November 2024 IMMOFINANZ signs Green Loan for Warsaw Spire On 6 November, IMMOFINANZ signed a new five-year, EUR 180 million green loan with Helaba, pbb Deutsche Pfandbriefbank and Berlin Hyp, secured by myhive Warsaw Spire, one of the tallest modern office towers in the capital of Poland with GLA of more than 71,000 sqm a...
- Research Team
The Rear-View Mirror – EME markets: only the Czech Republic in the bla...
EME Equity Market – October 2024 A red October for the EME indices, only Czechia in positive territory. The MSCI EM Europe Index declined by 6.0% in EUR terms and 8.4% in USD terms in October. The Czech PX index was the only one spared, adding 1.3% mom in EUR terms. Türkiye was battered the most, with the Turkish ISE30 declining by 7.3% mom in EUR terms, followed closely by the Polish WIG20 (-6.7% mom in EUR terms). Greece fell 4.8% mom in EUR terms, while the Hungarian BUX index lost 2.7% mom i...
JMT JERONIMO MARTINS SGPS S.A.
OPAP GREEK ORGANISATION OF FOOTBALL PROGNOSTICS SA
KRU KRUK S.A.
EBS ERSTE GROUP BANK AG
CEZ CEZ AS
ACP ASSECO POLAND SA
HTO HELLENIC TELECOMMUNICATIONS ORGANIZATION SA
CDR CD PROJEKT S.A.
RBI RAIFFEISEN BANK INTERNATIONAL AG
OMV OMV AG
PKO PKO BANK POLSKI S.A.
KOMB KOMERCNI BANKA A.S.
ALK ALKALOID AD SKOPJE
BIMAS BIM BIRLESIK MAGAZALAR A.S.
WIZZ WIZZ AIR HOLDINGS PLC
SPL SANTANDER BANK POLSKA SA
MIL BANK MILLENNIUM SA
BSK ING BANK SLASKI S.A.
BDX BUDIMEX S.A.
GEKTERNA GEK TERNA
KTY GRUPA KETY SA
TPS ORANGE POLSKA S.A.
CAI CA IMMOBILIEN ANLAGEN AG
MYTIL MYTILINEOS S.A.
SAR GR. SARANTIS S.A.
LPP LPP S.A.
AKCNS AKCANSA CIMENTO
ASELS ASELSAN ELEKTRONIK SANAYI VE TICARET A.S. CLASS B
CIMSA CIMENTO SANYAI VE TICARET A.S.
CCC CCC SA
2310 SAHARA INTERNATIONAL PETROCHEMICAL COMPANY
DOM DOM DEVELOPMENT SA
AEGN AEGEAN AIRLINES SA
MGROS MIGROS TICARET A.S
ARCLK ARCELIK A.S.
OTKAR OTOKAR OTOMOTIV VE SAVUNMA SANAYI A.S.
EUR EUROCASH S.A.
GSPARK GRAPHISOFT PARK SE
ALR ALIOR BANK SA
OTOEL AUTOHELLAS S.A.
WPL WIRTUALNA POLSKA HOLDING SA
SAB1L SIAULIU BANKAS
BRD BRD-GROUPE SOCIETE GENERALE
MONET MONETA MONEY BANK AS
SNP PETROM S.A.
TOFAS TOFAS TURK OTOMOBIL FABRIKASI A.S.
DNP DINO POLSKA S.A.
RICHT RICHTER
R22 R22
MCOV B MEDICOVER AB
ADNOCDIST ADNOC DISTRIBUTION PJSC
CGEO GEORGIA CAPITAL
SOKM SOK MARKETLER TICARET AS
KAP NATIONAL ATOMIC COMPANY KAZATOMPROM
ALG ALLEGRO.EU SA
KSPI KASPI KZ
INPST INPOST S.A.
WPS W.A.G PAYMENT SOLUTIONS PLC
ADNOCDRILL ADNOC DRILLING CO
7202 ARABIAN INTERNET & COMMUNICATIONS SERVICES CO
ELPE HELLENIQ ENERGY
4071 ARABIAN CONTRACTING SERVICES CO
AIRA AIR ASTANA JSC
GEV GEVORKYAN A.S.
Adoption of resolutions of shareholders of AS Ekspress Grupp
Adoption of resolutions of shareholders of AS Ekspress Grupp The Management Board of AS Ekspress Grupp proposed to the shareholders to adopt resolutions without convening an extraordinary general meeting. The notice of adoption of resolutions was published on 9 October 2024 in the stock exchange and on the company’s , as well as in the 10 October 2024 issue of newspaper Õhtuleht. On time, ie by 9.00 on 31 October 2024, the shareholders cast 25,494,038 votes and 82.35% of the voting rights. If a shareholder did not give notice of whether he is in favour of or opposed to the resolution...
ASi Ekspress Grupp aktsionäride vastu võetud otsused
ASi Ekspress Grupp aktsionäride vastu võetud otsused ASi Ekspress Grupp juhatus esitas aktsionäridele ettepaneku võtta vastu otsused erakorralist üldkoosolekut kokku kutsumata. Teade otsuste vastuvõtmise kohta avaldati 09.10.2024 börsi ja seltsi ning 10.10.2024 ajalehes Õhtuleht. Tähtaegselt, s.o 31. oktoobriks 2024 kella 9.00-ks, andsid aktsionärid 25 494 038 häält ehk 82,35% hääleõiguslikest häältest. Kui aktsionär ei teatanud eeltoodud tähtpäevaks, kas ta on otsuse poolt või vastu, loeti, et ta hääletab otsuse vastu (ÄS § 2991 lg 2), ja need hääled kajastuvad hääletusprotokollis...
AS Ekspress Grupp: Consolidated unaudited interim report for Q3 and 9 ...
AS Ekspress Grupp: Consolidated unaudited interim report for Q3 and 9 months of 2024 The revenue of AS Ekspress Grupp for the 3rd quarter of 2024 increased by 2%, totalling EUR 16.8 million and EBITDA decreased by 19%, totalling EUR 2.0 million. The revenue for the first nine months of 2024 also increased year-over-year by 2%, totalling EUR 52.7 million and EBITDA decreased by 9%, totalling EUR 5.5 million. At the end of September, digital revenue made up 88% of the Group’s total revenue. Digital revenue increased by 8% as compared to the same period last year. The digital subscription reve...
AS Ekspress Grupp: 2024. aasta III kvartali ja 9 kuu konsolideeritud a...
AS Ekspress Grupp: 2024. aasta III kvartali ja 9 kuu konsolideeritud auditeerimata vahearuanne ASi Ekspress Grupp 2024. aasta III kvartali müügitulu kasvas 2%, ulatudes 16,8 miljoni euroni, EBITDA vähenes -19% 2,0 miljoni euroni. 2024. aasta 9 kuu müügitulu kasvas samuti 2% võrdluses eelmise aastaga 52,7 miljoni euroni, EBITDA vähenes -9%, ulatudes 5,5 miljoni euroni. Septembri lõpus moodustas digitaalsete tulude osakaal 88% kontserni kogukäibest. Digitaalsed tulud kasvasid 8% võrreldes eelmise aasta sama perioodiga. Kontserni meediaettevõtete digitellimuste tulu ja digitellimust omavate in...
Change in the Management Board of AS Ekspress Grupp
Change in the Management Board of AS Ekspress Grupp Argo Rannamets, the financial director and a member of the Management Board of AS Ekspress Grupp, will leave the company at his own request on January 29, 2025. An executive search will be organised to find a new CFO / member of the Management Board. Argo Rannamets has been working as Group financial director and the member of the Management Board since November 2023. The Supervisory Board of AS Ekspress Grupp is thankful to Argo Rannamets for his contribution to the management of the Group. Until the new board member is elected, the Gro...
Muudatus ASi Ekspress Grupp juhatuses
Muudatus ASi Ekspress Grupp juhatuses ASi Ekspress Grupp finantsjuht ja juhatuse liige Argo Rannamets lahkub omal soovil ametist 29. jaanuaril 2025. aastal. Uue finantsjuhi / juhatuse liikme leidmiseks korraldatakse sihtotsinguga konkurss. Argo Rannamets on täitnud grupi finantsjuhi ja juhatuse liikme ülesandeid alates 2023. aasta novembrist. ASi Ekspress Grupp nõukogu tänab Argo Rannametsa panuse eest ettevõtte juhtimisse. Kuni uue juhatuse liikme nimetamiseni jätkab kontserni juhatus kaheliikmelises koosseisus: Mari-Liis Rüütsalu (juhatuse esimees) ja Karl Anton. Mari-Liis Rüütsalujuha...
Kofola Ceskoslovensko A.S.: 2 directors
Two Directors at Kofola Ceskoslovensko A.S. bought 2,240 shares at between 330.000CZK and 335.000CZK. The significance rating of the trade was 52/100. 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 direc...
Digital subscription results of AS Ekspress Grupp in the third quarter...
Digital subscription results of AS Ekspress Grupp in the third quarter of 2024 The number of digital subscriptions of AS Ekspress Grupp increased by 24% in the Baltic States year-over-year (3rd quarter: 0%, 9 months: 7%) and totalled 222 611 at the end of September. 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 14% year-over-year (3rd quarter: 5%, 9 months: 9%) and totalled 112 520.The number of digital subscriptions of AS Õhtuleht Kirjastus, 5...
ASi Ekspress Grupp 2024. aasta 3. kvartali digitellimuste tulemused
ASi Ekspress Grupp 2024. aasta 3. kvartali digitellimuste tulemused ASi Ekspress Grupp digitaalsete tellimuste hulk kasvas võrreldes eelmise aasta sama perioodiga Balti riikides kokku 24% (III kvartalis 0%, 9 kuuga 7%) ja ulatus septembri lõpus 222 611-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 14% (III kvartalis 5%, 9 kuuga 9%), ulatudes 112 520-ni.50%-liselt Ekspress Grupile kuuluva ASi Õhtuleht Kirjastus digitellimus...
- Research Team
WOOD Daily: OPAP GA (reinitiating with a BUY); THYAO TI; AEGN GA; RICH...
HEADLINES: • OPAP: licence to yield (reinitiating coverage with a BUY) • Turkish Airlines: 3Q24 traffic - ASK up 5% yoy NEUTRAL • Aegean Airlines: 3Q24 traffic - ASK down 1% yoy NEUTRAL • Richter: licences in a new biosimilar candidate from China’s Bio-Thera POSITIVE • Eurocash: creates a purchase group POSITIVE • Dom Development: advance dividend of PLN 6.0/share POSITIVE • Orange Polska: 3Q24E – 1% yoy EBITDAaL growth expected (due on 23 October) • Short News (CPS, BOCHGR)
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