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Polyus - Strategy, SWOT and Corporate Finance Report
Summary Polyus - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Polyus, a subsidiary of Polyus Gold International Ltd, is a gold mining company. It operates mines and deposits in Russia and is considered as one of the largest gold mining companies in Russia. The co...
Raiffeisen Research Institutional Equity Daily 28.06.2022
AT: AGRANA - Adjusting plants to oil from gas (neutral) CZ: CEZ - Czech pirates party proposed windfall profit tax of 25% for power generation (negative) DE: Encavis - 29.7% share dividend acceptance (neutral) PL: Dino - Dino added new activities to its statute, potentially opening the door for Sunday operations (positive) RO: BRD-GSG, Banca Transilvania - Both retail and corporate lending recorded positive growth rates in May (neutral) RU: Petropavlovsk - To be excluded from MOEX ...
Raiffeisen Research Institutional Equity Daily 08.06.2022
ATX indices review - FFF and NoS changes in IMMOFINANZ and Marinomed Biotech AT: Flughafen Wien, Austrian State Holding - Head of state holding's supervisory board to step down, Flughafen Wien CFO Ofner rumoured to take the helm (neutral) AT: voestalpine - FY 21/22 EBITDA in line with guidance, improved CF in Q4, DPS of EUR 1.20; FY 22/23 EBITDA range of EUR 1.8-2.0 bn below headline consensus which however was rather sticky throughout spring (neutral) HU: OTP Bank - Windfall tax estimat...
Raiffeisen Research Institutional Equity Daily 23.05.2022
FTSE Index June review - No changes of index constituents in our Coverage Universe AT: Strabag - Haselsteiner Foundation proposes share buyback resolution to AGM (positive) CZ: CEZ - CEZ paid for small Gazprom contract in EUR, rumoured to have opened an account with Gazprombank (neutral) RU: Moscow Exchange - April trading is 8% yoy down, account balances undisclosed (neutral) RU: Petropavlovsk - A likely initiation of takeover by UMMC (negative)
Raiffeisen Research Institutional Equity Daily 13.05.2022
MSCI May Index Review - Standard indices (STD) changes: DEL: Raiffeisen Bank Intl.; SmallCap indices (SC) changes: ADD: STRABAG SE, DEL: Zumtobel AT: AGRANA - Final FY 21/22 results match preliminary figures, FY 22/23e guidance confirmed (neutral) AT: AT&S - AT&S proposed dividend of EUR 0.90/share for 2021/22e (neutral) AT: Oesterreichische Post - Final Q1 22 numbers in line with prliminary figures, outlook reiterated (neutral) AT: Palfinger - Takeover of remaining 35% stake in French...
PEO BANK POLSKA KASA OPIEKI SA
RBI RAIFFEISEN BANK INTERNATIONAL AG
PKO PKO BANK POLSKI S.A.
BHW BANK HANDLOWY W WARSZAWIE S.A.
ARHOF AMREST HOLDING
SPL SANTANDER BANK POLSKA SA
POG PETROPAVLOVSK PLC
MIL BANK MILLENNIUM SA
PAL PALFINGER AG
ZAG ZUMTOBEL GROUP AG
POST OSTERREICHISCHE POST AG
STR STRABAG SE
GAZP GAZPROM PJSC
ALR ALIOR BANK SA
SNG SOCIETATEA NATIONALA DE GAZE NATURALE ROMGAZ SA
COTE CONPET SA
M MED LIFE
SFG SPHERA FRANCHISE GROUP SA
AGR AGRANA BETEILIGUNGS-AG
NLBR NOVA LJUBLJANSKA BANKA DD LJUBLJANA
Raiffeisen Research Institutional Equity Daily 03.05.2022
AT: CA IMMO - Starts new share buyback program (positive) AT: S IMMO - Management reaches agreement with CPIPG, offer price EUR 23.5, support for lifting of voting restriction (positive) RU: Petropavlovsk - Event of default note sent to the bondholders (negative)
Raiffeisen Research Institutional Equity Daily 25.04.2022
AT: Andritz - Andritz received paper machine upgrade order from the Netherlands (neutral) PL: Banks - PFR head sees 5.5%-6% new rte equilibrium (neutral) RU: Gazprom - EC sees gas payments in RUB may be possible (positive) RU: Petropavlovsk - Weaker qoq Q1 22 trading update likely mispriced by the market (negative) SI: NLB/Addiko - Change of the political climate in Slovenia after yesterday's parliamentary elections (negative)
Raiffeisen Research Institutional Equity Daily 21.04.2022
AT: Frequentis - Austro Control launched drone traffic management system with Frequentis (positive) AT: IMMOFINANZ - FY 21 broadly in line, FY 22 guidance confirmed, dividend decision deferred (negative) AT: Oesterreichische Post - Annual wage increases agreed at 4% (negative) CZ: Komercni Banka - AGM approved DPS of CZK 43.8 (neutral) PL: Bank Pekao/Santander - Announcements of resolution fund fees for 2022 (neutral) PL: CCC - Q4 variance from preliminary figures driven by one-off e...
KOMB KOMERCNI BANKA A.S.
SPL SANTANDER BANK POLSKA SA
POG PETROPAVLOVSK PLC
LPP LPP S.A.
CCC CCC SA
LTS GRUPA LOTOS S.A.
POST OSTERREICHISCHE POST AG
EL SOCIETATEA COMERCIALA DE DISTRIBUTIE SI FURNIZARE A ENERGIEI ELECTRICE ELECTRICA
FP S.C. FONDUL PROPRIETATEA S.A.
IIA IMMOFINANZ AG
FQT FREQUENTIS AG WIENER
Raiffeisen Research Institutional Equity Daily 19.04.2022
AT: Andritz - Andritz suspended all new business in Russia (neutral) AT: STRABAG - Hermann Melnikov resigned from the supervoisory board (neutral) RU: Fertilisers - Export quotas till end-May increased (positive) RU: Petropavlovsk - Sale of assets is considered among other options (negative) RU: Polyus - Interim board to be formed on June 6 (neutral) RU: Russia - DR delisting and conversion law signed by President Putin (negative) RU: The Russian central bank held out the prospect ...
Raiffeisen Research Institutional Equity Daily 07.04.2022
RO: Medlife - Medlife bought a 60% stake in Pro Life Clinics (neutral) RO: One United Properties - One acquires a plot of land with an area of 3,065 sqm to expand One Lake Club (positive) RU: Petropavlovsk - Major shareholder remains in business (neutral) RU: Polyus - Major shareholder sold a 29.99% stake and left the board (neutral) RU: Sberbank - Included on the SDN list (negative)
Raiffeisen Research Institutional Equity Daily 31.03.2022
Oil&Gas: Oil price - A potential announcement of another release of US oil reserves puts pressure on the oil price ahead of today's OPEC meeting PL: PKN - The 2021 DPS proposal of PLN 3.50 is fully in line with previous guidance and market expectation (neutral) RU: Fertilisers - Essential goods incl. fertilizers are exempted from any U.S. anti-Russia sanctions (positive) RU: NLMK - NLMK continues steel supplies to Europe and USA (neutral) RU: Petropavlovsk - Loan from Gazprombank may ...
Raiffeisen Research Institutional Equity Daily 28.03.2022
AT: Kapsch TraffiCom - Arbitration court decides in favour of Kapsch TrafficCom regarding German toll claim (positive) DE: Encavis - Encavis Asset Management bought 11 MWp wind park for EIF II fund (neutral) RO: Electrica - Distribution tariffs for electricity will increase starting April 1 (positive) RU: ALROSA - Tiffany refused to buy diamonds with a Russian origin (negative) RU: Petropavlovsk - Gold sales complicated on UK sanctions against Gazprombank (negative) RU: Russian gold ...
Increased risk weighs on PETROPAVLOVSK, penalising its rating down to...
The independent financial analyst theScreener just lowered the general evaluation of PETROPAVLOVSK (GB), active in the Gold Mining industry. As regards its fundamental valuation, the title still shows 1 out of 4 possible stars. Its market behaviour, however, has slightly deteriorated and will be qualified as risky moving forward. theScreener considers that these new qualifications justify an overall rating downgrade to Slightly Negative. As of the analysis date February 25, 2022, the closing pri...
Raiffeisen Research Institutional Equity Daily 28.01.2022
AT: IMMOFINANZ - Sees adjusted offer price from CPI still as too low (neutral) CEE: Banks - UniCredit reports Q4 21 with clear uptick in risk costs in CEE (neutral) CZ: CTP - DIR shareholders tender 81% shares to CTP, 98% support the merger (neutral) HU: MOL - SESOP increased its shareholding to 7.7% (neutral) RU: Fertilisers - Government considers AN export ban for two months in view of the early domestic spring sowing season (neutral) RU: Petropavlovsk - Lower-than-expected output...
Raiffeisen Research Institutional Equity Daily 06.12.2021
AT: Andritz - Andritz received mid triple-digit EUR million hydro order (positive) AT: Flughafen Wien - Eurowings intends to cut capacity at Vienna Airport (negative) AT: IMMOFINANZ - Petrus Advisers demands resignation from supervisory board chairwoman (neutral) AT: IMMOFINANZ - Takeover offer from CPI Group of EUR 21.2 per share (positive) AT: Rosenbauer - Extension of management board contracts (neutral) AT: S IMMO - Aggregate selling 10.8% stake in S IMMO to CPI Group (positive) ...
Raiffeisen Research Institutional Equity Daily 01.12.2021
AT: CA Immo - Exraordinary dividend approved at EGM (neutral) AT: Lenzing - Lenzing returned to dividend payments, proposed DPS of EUR 4.35 for 2021 (positive) RU: Petropavlovsk - UGC to appeal the sale of the IRC stake in a UK court (negative) RU: Tatneft - Company plans to raise upstream capex more than threefold yoy in 2022e (negative) SI: NLB Group - Signing deal with MIGA to optimize capital (neutral)
Raiffeisen Research Institutional Equity Daily 27.10.2021
EU: Utilities - Nine EU countries reject Franco-Spanish push for electricity market reform (positive) AT: AT&S - CFO Faath resigned, CEO to take over responsibilities on an interim basis (negative) AT: Flughafen Wien - European Airport Association expects pre-Covid passenger level to be reached again in 2025 (neutral) AT: Frequentis - Recently acquired Frequentis Orthogon wins sustainability award at World ATM Congress (neutral) AT: OMV - Moody's upgraded OMV's rating to A3 from BAA1 (...
EVN EVN AG
OMV OMV AG
VER VERBUND AG CLASS A
SPL SANTANDER BANK POLSKA SA
POG PETROPAVLOVSK PLC
MIL BANK MILLENNIUM SA
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
ALR ALIOR BANK SA
FLU FLUGHAFEN WIEN AG
PHOR PHOSAGRO PJSC
SNG SOCIETATEA NATIONALA DE GAZE NATURALE ROMGAZ SA
FQT FREQUENTIS AG WIENER
CTPNV CTP NV
CAP ENCAVIS AG
Raiffeisen Research Institutional Equity Daily 07.10.2021
Oil&Gas - Russia is considering increasing gas supply to Europe AT: Wienerberger - Acquisition of Struxura, a Belgian manufacturer of prefabricated wall panels, has an insignificant impact (neutral) PL: Bank Millennium - Q3 profit warning on PLN 526 mn related to FX mortgage provisions (neutral) PL: Banks - NBP finally joins the CEE rate hiking cycle (positive) RO: Banca Transilvania - Banca Transilvania received the green light to take over Idea::Bank Romania (neutral) RU: Petropavl...
Petropavlovsk raised to BUY, TP GBp 24.7 - It is time to factor in the...
Refractory ore processing at Elginskoye from 2024e USD 97 mn direct boost to Albyns NAV USD 92 mn indirect contribution to the other assets NAV POX hub load reaching 100% to trim processing costs Upcoming dividend policy and FCF turning black in H2 2021e Valuation upside leaves a discount to key peers on EV/EBITDA
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