reports
- Shana Gavron
- Shana Gavron
LHV Institutional Weekly Review, March 3rd, 2023
* Apranga (APG1L LH) Q4 Results Review: Resilience maintained, results in line with estimates * AUGA Group (AUG1L LH) Q4 Results Update: Solid y-o-y recovery * CrossChem (CCLAT067524FA) Q4 and 12M Results Review: Despite lower sales, profitability improved significantly * DelfinGroup AS (DGR1R LR) Q4 and 12M Results Review: Solid revenues but high credit losses and cost inflation limit profitability * Enefit Green (EGR1T ET) Q4 2022 Review: Decent numbers despite lower electricity production...
- Shana Gavron
LHV Institutional 'Baltic Equity Companion'
Please find attached our latest monthly: 'The Baltic Equity Companion' * Up to date profiles of the leading Baltic equities. * Valuation charts, stock summaries and key numbers for companies we cover. Includes aggregated data of our coverage universe and company summary at the front of this publication, as well as key macro indicator forecasts. * Updated 'heat maps' to gauge the level of overall economic stress and development in each of the Baltic countries. This uses a variety of economic va...
TKM1T TALLINNA KAUBAMAJA A.S.
SFG1T SILVANO FASHION GROUP
HAE1T HARJU ELEKTER A.S.
AUG1L AGROWILL GROUP AB
MRK1T MERKO EHITUS (NEW)
KNF1L KLAIPEDOS NAFTA AB
TAL1T TALLINK GROUP
TVEAT AS TALLINNA VESI
NCN1T NORDECON INTERNATIONAL
LNA1L LINAS AGRO GROUP AB
SAB1L SIAULIU BANKAS
HMX1R HANSAMATRIX AS
NTU1L NOVATURAS AB
EFT1T EFTEN REAL ESTATE FUND III AS
TSM1T TALLINNA SADAM AS
MDARA MADARA COSMETICS
LINDA LINDA NEKTAR AS
CPA1T COOP PANK
HPR1T HEPSOR AS
VIRSI VIRSI-A AS
MAGIC TEXTMAGIC
DGR1R DELFINGROUP AS
- Shana Gavron
LHV Institutional Weekly Review
Please find attached this week's edition of the Baltic Review * Apranga Group (APG1L LH) December Turnover Update: Showed strong resilience throughout the year and achieved its turnover target * DelfinGroup (DGR1R LR) Preliminary Q4 Results: Retains decent y-o-y growth * Key metrics for stocks covered.
- Shana Gavron
LHV Institutional 'Baltic Equity Companion'
Please find attached our latest monthly: 'The Baltic Equity Companion' * Up to date profiles of the leading Baltic equities. * Valuation charts, stock summaries and key numbers for companies we cover. Includes aggregated data of our coverage universe and company summary at the front of this publication, as well as key macro indicator forecasts. * Updated 'heat maps' to gauge the level of overall economic stress and development in each of the Baltic countries. This uses a variety of economic va...
TKM1T TALLINNA KAUBAMAJA A.S.
SFG1T SILVANO FASHION GROUP
HAE1T HARJU ELEKTER A.S.
AUG1L AGROWILL GROUP AB
MRK1T MERKO EHITUS (NEW)
KNF1L KLAIPEDOS NAFTA AB
TAL1T TALLINK GROUP
TVEAT AS TALLINNA VESI
NCN1T NORDECON INTERNATIONAL
LNA1L LINAS AGRO GROUP AB
SAB1L SIAULIU BANKAS
HMX1R HANSAMATRIX AS
NTU1L NOVATURAS AB
EFT1T EFTEN REAL ESTATE FUND III AS
TSM1T TALLINNA SADAM AS
MDARA MADARA COSMETICS
LINDA LINDA NEKTAR AS
CPA1T COOP PANK
HPR1T HEPSOR AS
VIRSI VIRSI-A AS
MAGIC TEXTMAGIC
DGR1R DELFINGROUP AS
- Shana Gavron
LHV Institutional Weekly Review
* AUGA Group (AUG1L LH) Q3 Results Review: Weaker than expected yields in the crop-growing segment * Coop Pank (CPA1T ET) News Update: The base volume of the SPO is over four times oversubscribed * Enefit Green (EGR1T ET): Initiation of Coverage * Klaipedos Nafta (KNF1L LH) Q3 2022 Results Review: Solid recovery with an improvement in underlying profitability * Linas Agro (LNA1L LH) Q1 FY 22/23 Results Review: Strong growth in revenues along with improvement in profitability * Silvano Fashi...
- Shana Gavron
LHV Institutional 'Baltic Equity Companion'
* Up to date profiles of the leading Baltic equities. * Valuation charts, stock summaries and key numbers for companies we cover. Includes aggregated data of our coverage universe and company summary at the front of this publication, as well as key macro indicator forecasts. * Updated 'heat maps' to gauge the level of overall economic stress and development in each of the Baltic countries. This uses a variety of economic variables (confidence measures, equity market, foreign and domestic trade ...
TKM1T TALLINNA KAUBAMAJA A.S.
SFG1T SILVANO FASHION GROUP
HAE1T HARJU ELEKTER A.S.
AUG1L AGROWILL GROUP AB
MRK1T MERKO EHITUS (NEW)
KNF1L KLAIPEDOS NAFTA AB
TAL1T TALLINK GROUP
TVEAT AS TALLINNA VESI
NCN1T NORDECON INTERNATIONAL
LNA1L LINAS AGRO GROUP AB
SAB1L SIAULIU BANKAS
HMX1R HANSAMATRIX AS
NTU1L NOVATURAS AB
EFT1T EFTEN REAL ESTATE FUND III AS
TSM1T TALLINNA SADAM AS
LINDA LINDA NEKTAR AS
CPA1T COOP PANK
HPR1T HEPSOR AS
VIRSI VIRSI-A AS
MAGIC TEXTMAGIC
DGR1R DELFINGROUP AS
- Shana Gavron
LHV Institutional Weekly Review
* Coop Pank (CPA1T ET) October Review: Stronger interest income along with sound loan quality * DelfinGroup AS (DGR1R LR) Q3 2022 Results Review: Business growth is in line with expectations but credit loss expense pressuring profitability * Tallinna Sadam (TSM1T ET) Q3 2022 Results Review: Results broadly in line, cargo business remains uncertain * Key metrics for stocks covered.
- Shana Gavron
- Shana Gavron
LHV Institutional 'Baltic Equity Companion'
* Up to date profiles of the leading Baltic equities. * Valuation charts, stock summaries and key numbers for companies we cover. Includes aggregated data of our coverage universe and company summary at the front of this publication, as well as key macro indicator forecasts. * Updated 'heat maps' to gauge the level of overall economic stress and development in each of the Baltic countries. This uses a variety of economic variables (confidence measures, equity market, foreign and domestic trade ...
TKM1T TALLINNA KAUBAMAJA A.S.
SFG1T SILVANO FASHION GROUP
HAE1T HARJU ELEKTER A.S.
AUG1L AGROWILL GROUP AB
MRK1T MERKO EHITUS (NEW)
KNF1L KLAIPEDOS NAFTA AB
TAL1T TALLINK GROUP
TVEAT AS TALLINNA VESI
NCN1T NORDECON INTERNATIONAL
LNA1L LINAS AGRO GROUP AB
SAB1L SIAULIU BANKAS
HMX1R HANSAMATRIX AS
NTU1L NOVATURAS AB
EFT1T EFTEN REAL ESTATE FUND III AS
TSM1T TALLINNA SADAM AS
MDARA MADARA COSMETICS
LINDA LINDA NEKTAR AS
CPA1T COOP PANK
HPR1T HEPSOR AS
VIRSI VIRSI-A AS
MAGIC TEXTMAGIC
DGR1R DELFINGROUP AS
- Shana Gavron
- Shana Gavron
- Shana Gavron
LHV Institutional Weekly Review
* Providing our research team's Q3 previews for our Baltic coverage universe * Tallinna Kaubamaja (TKM1T ET) Q3 2022 Review: Solid gross margin, but spiking energy and staff costs cut bottom line * TextMagic AS (MAGIC ET) A2P SMS platform Q3 and 9M 2022 Review: Revenue growth is partly driven by stronger USD * Key metrics for stocks covered.
TKM1T TALLINNA KAUBAMAJA A.S.
SFG1T SILVANO FASHION GROUP
HAE1T HARJU ELEKTER A.S.
AUG1L AGROWILL GROUP AB
MRK1T MERKO EHITUS (NEW)
KNF1L KLAIPEDOS NAFTA AB
TAL1T TALLINK GROUP
TVEAT AS TALLINNA VESI
NCN1T NORDECON INTERNATIONAL
SAB1L SIAULIU BANKAS
HMX1R HANSAMATRIX AS
NTU1L NOVATURAS AB
EFT1T EFTEN REAL ESTATE FUND III AS
TSM1T TALLINNA SADAM AS
CPA1T COOP PANK
HPR1T HEPSOR AS
MAGIC TEXTMAGIC
DGR1R DELFINGROUP AS
- Shana Gavron
TKM1T TALLINNA KAUBAMAJA A.S.
SFG1T SILVANO FASHION GROUP
HAE1T HARJU ELEKTER A.S.
AUG1L AGROWILL GROUP AB
MRK1T MERKO EHITUS (NEW)
KNF1L KLAIPEDOS NAFTA AB
TAL1T TALLINK GROUP
TVEAT AS TALLINNA VESI
NCN1T NORDECON INTERNATIONAL
SAB1L SIAULIU BANKAS
HMX1R HANSAMATRIX AS
NTU1L NOVATURAS AB
EFT1T EFTEN REAL ESTATE FUND III AS
TSM1T TALLINNA SADAM AS
CPA1T COOP PANK
HPR1T HEPSOR AS
DGR1R DELFINGROUP AS
- Shana Gavron
LHV Institutional Weekly Review
* Coop Pank (CPA1T ET) News Update: SPO coming sooner than predicted, putting the stock under review * DelfinGroup (DGR1R LR) Q3 Loan Issuance & Sales Review: The Group´s set net portfolio target could be too humble * Tallink Grupp (TAL1T ET) September and Q3 traffic: PAX recovery is slowing, with the challenging winter season ahead * Tallinna Sadam (TSM1T ET) Passenger and cargo flows for Q3 2022: PAX traffic recovering, but cargo flows are further cut by sanctions * Key metrics for stocks c...
- Shana Gavron
LHV Institutional Baltic Insight
* DelfinGroup (DGR1R LR) Q3 Loan Issuance & Sales Review: The Group´s set net portfolio target could be too humble * Tallina Sadam (TSM1T ET) Passenger and cargo flows for Q3 2022: PAX traffic recovering, but cargo flows are further cut by sanctions * Please also refer to the tables in the attachment.
- Shana Gavron
LHV Institutional 'Baltic Equity Companion'
* Up to date profiles of the leading Baltic equities. * Valuation charts, stock summaries and key numbers for companies we cover. Includes aggregated data of our coverage universe and company summary at the front of this publication, as well as key macro indicator forecasts. * Updated 'heat maps' to gauge the level of overall economic stress and development in each of the Baltic countries. This uses a variety of economic variables (confidence measures, equity market, foreign and domestic trade ...
TKM1T TALLINNA KAUBAMAJA A.S.
SFG1T SILVANO FASHION GROUP
HAE1T HARJU ELEKTER A.S.
AUG1L AGROWILL GROUP AB
MRK1T MERKO EHITUS (NEW)
KNF1L KLAIPEDOS NAFTA AB
TAL1T TALLINK GROUP
TVEAT AS TALLINNA VESI
NCN1T NORDECON INTERNATIONAL
LNA1L LINAS AGRO GROUP AB
SAB1L SIAULIU BANKAS
HMX1R HANSAMATRIX AS
NTU1L NOVATURAS AB
EFT1T EFTEN REAL ESTATE FUND III AS
BALTIC HORIZON FUND
TSM1T TALLINNA SADAM AS
MDARA MADARA COSMETICS
LINDA LINDA NEKTAR AS
CPA1T COOP PANK
HPR1T HEPSOR AS
VIRSI VIRSI-A AS
MAGIC TEXTMAGIC
DGR1R DELFINGROUP AS
- Shana Gavron
LHV Institutional Weekly Review
* Coop Pank (CPA1T ET) August Review: A setback in deposits, but good profits * DelfinGroup AS (DGR1R LR) Financial Target Update: The Group revised its 2022-24 targets upwards * Novaturas (NTU1L LH) Monthly Sales Update: Post-pandemic momentum limited by aviation sector bottlenecks and inflationary pressures * Key metrics for stocks covered.
- Shana Gavron
- Shana Gavron
LHV Institutional Weekly Review
* DelfinGroup (DGR1R LR) - Investment Summary from our recently published annual review. Please contact us if you would like to receive the full version. DelfinGroup is a licensed non-bank financial services company founded in 2009 and operates under the brand names Banknote, VIZIA, and Rīgas pilsētas lombards (Riga City Pawnshop). The Group’s core services are consumer loans, pawn loans, and the sale of pre-owned goods, while the services are provided through two channels, i.e. online and the ...
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