HEADLINES: • CA Immo: easing alleviates risks; stock at fair levels after dip (upgraded to HOLD) • OMV: force majeure lifted on Libyan oil exports POSITIVE • Text: key takeaways from the 2Q24-25 earnings call NEUTRAL • Polish banks: FinMin on potential sector consolidation and bank tax changes • Türkiye macro: inflation declines to 49.4% yoy in September • European Oil and Gas Monthly: September 2024 - Brent, refining margins down • Wizz Air CMD: show me the money NEUTRAL
Yesterday (2 October), Wizz Air hosted a CMD in Budapest for the buy and sell sides. As it is currently in a closed period, the conversation did not focus on either the performance during the summer, or its near-term trading. Instead, the discussion concentrated on the longer-term evolution of, and prospects for, the business. In our view, most investors and analysts do not dispute that Wizz operates an attractive model, with a uniquely-efficient fleet underpinning its ultra-low-cost model. In t...
EQS-News: Raiffeisen Bank International AG / Schlagwort(e): Sonstiges RBI: Ergebnisse der Einladung zum Rückkauf von Wertpapieren durch die Raiffeisen Bank International AG 03.10.2024 / 13:43 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. RBI: Ergebnisse der Einladung zum Rückkauf von Wertpapieren durch die Raiffeisen Bank International AG Wien, 3. Oktober 2024. Die Raiffeisen Bank International AG (die „Bank“) hat am 25. September 2024 die berechtigten Inhaber (die „Schuldverschreibungsinhaber“) ihrer ausstehenden „EUR 500.000.000 N...
EQS-News: Raiffeisen Bank International AG / Key word(s): Miscellaneous RBI: Results of the Tender Offer by Raiffeisen Bank International AG 03.10.2024 / 13:43 CET/CEST The issuer is solely responsible for the content of this announcement. RBI: Results of the Tender Offer by Raiffeisen Bank International AG Vienna, 3 October 2024. On 25 September 2024, Raiffeisen Bank International AG (“the Bank”) invited eligible holders (the "Noteholders") of its outstanding EUR 500,000,000 Subordinated Callable Fixed-to-Fixed Rate Reset Notes due March 2030 (ISIN: XS2049823763) (the "N...
HEADLINES: • CCC: Shaq attaq (stays BUY) • Text: 2Q24-25 (calendar 3Q24) preliminary results - MRR of USD 7.04m (-0.4% qoq, +8.8% yoy) NEGATIVE • Dom Development: strong sales performance in 3Q24 POSITIVE • Bank Millennium: to set aside PLN 470m of FX mortgage provisions in 3Q24E, cost of credit holidays lower NEUTRAL • Poland macro: NBP extends the pause • GEVORKYAN: EUR 31m long-term contract in the defence industry xx POSITIVE • Cimsa: completes the acquisition of Mannok DAC POSITIVE • Dino P...
HEADLINES: • Wizz Air: summer traffic in line, but consensus seems too bullish on earnings • Benefit Systems: net additions of 20k sport cards in 3Q24 POSITIVE • PCF Group: earnings call takeaways - Echo to be smaller than the other WFH projects NEUTRAL • Polish consumer staples: Netto plans to open 350 discount stores in Poland by 2028E NEGATIVE • 11 bit studios: delays the release of The Alters to 1Q25E NEGATIVE • Huuuge Games: September bookings estimate up 10% mom, but flat for the flagship ...
EME Equity Market - September 2024 EME indices mostly in the red in September; rebound in Greece. The MSCI EM Europe Index declined 2.0% in EUR terms and 1.1% in USD terms in September. The Greek ASE Index was the best performer in our region, advancing 1.4% mom in EUR terms. Muted performances were seen in Czechia and Hungary (+0.3% and +0.2% mom, respectively in EUR terms), with declines in Poland, Romania and Turkey (-3.6%, -2.9% and -1.5% mom, respectively in EUR terms).
A director at Wizz Air Holdings bought 6,150 shares at 1,350p and the significance rating of the trade was 73/100. 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 clearly...
HEADLINES: • EME Macro/Strategy: macro all-in-one (16-22 September) • Raiffeisen Bank International: signs agreement targeted at sale of its Belarusian operations • 11 bit studios: Frostpunk 2 post-release player reviews and player count disappoint NEGATIVE • PCF Group: updates timeframe for strategy implementation, new PLN 350m financing needed in 2025-26E NEGATIVE • Kety: takeaways from the Investor Day NEUTRAL • ADNOC Distribution: Board approves interim dividend NEUTRAL • VIGO Photonics: beg...
HEADLINES: • Kaspi.kz: stock down 17% yesterday on report by short seller Culper • Kety: 3Q24 preliminary results close to our expectations NEUTRAL • Logo Yazilim: CMC approves cancellation of treasury shares POSITIVE • Wizz Air: 24-hour strike called for 24 September by third-party Italian union • AUGA Group: coverage discontinued • Short News (CEZ)
The lower supply pressure and turning interest rate cycle have helped CEE bank bonds outperform this year, particularly in the unsecured segment. The relative value metrics of CEE bank bonds remain enticing though versus European comparables, from a bank fundamental and instrument rating angle. We expect to see a further outperformance of CEE names.
The lower supply pressure and turning interest rate cycle have helped CEE bank bonds outperform this year, particularly in the unsecured segment. The relative value metrics of CEE bank bonds remain enticing though versus European comparables, from a bank fundamental and instrument rating angle. We expect to see a further outperformance of CEE names.
EME Equity Market – August 2024 A red month for the EME indices, with only the Czech PX index in positive territory. The MSCI EM Europe index declined by 4.7% in EUR terms and 2.6% in USD terms in August. The Czech PX index was the only index to report a positive figure, adding 0.5% mom in EUR terms. The rest of the indices were in the red: the Turkish ISE30 index was down 11.5% mom in EUR terms, followed by Greece (-3.2% mom), Romania (-2.6% mom) and Hungary (-1.2% mom; all in EUR terms). The P...
EQS-News: Kapsch TrafficCom AG / Schlagwort(e): Quartals-/Zwischenmitteilung Kapsch TrafficCom – Ergebnis für das erste Quartal 2024/25. 21.08.2024 / 07:15 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Kapsch TrafficCom – Ergebnis für das erste Quartal 2024/25. Highlights. Umsatz um 5 % auf EUR 139 Mio. gesteigert. Wesentliche operative Verbesserung, aber EBIT aufgrund von Entkonsolidierungseffekten mit EUR -3 Mio. weiterhin negativ und auf Vorjahresniveau. Nettoumlaufvermögen und Free Cashflow zeigen finanzielle Erholung. Ausb...
EQS-News: Kapsch TrafficCom AG / Key word(s): Quarterly / Interim Statement Kapsch TrafficCom – Result for the first quarter of 2024/25. 21.08.2024 / 07:15 CET/CEST The issuer is solely responsible for the content of this announcement. Kapsch TrafficCom – Result for the first quarter of 2024/25. Highlights. Revenues increased by 5% to EUR 139 million. Significant operating improvement, but EBIT remains negative at EUR -3 million due to deconsolidation effects and at previous year’s level. Net working capital and free cash flow show financial recovery. Outlook to fina...
EQS-News: Kapsch TrafficCom AG / Key word(s): Contract Kapsch TrafficCom secures 50-year Tolling Contract for Louisiana Bridge Project 19.08.2024 / 14:15 CET/CEST The issuer is solely responsible for the content of this announcement. Kapsch TrafficCom secures 50-year Tolling Contract for Louisiana Bridge Project Significant Public Private Partnership infrastructure initiative led by the Louisiana Department of Transportation and Development Valued at USD 230 million over a period of fifty years Duluth, August 19, 2024 – Kapsch TrafficCom announces the Financial Clos...
HEADLINES: • Elbit Systems: 2Q24 results – strong growth, and improved cash flows and margins POSITIVE • Aquila Part Prod Com S.A.: earnings remain on target for FY24E POSITIVE • Ignitis Group: raises FY24E adjusted EBITDA guidance after the 2Q24 results POSITIVE • DIGI Communications: key takeaways from the 2Q24 earnings call NEUTRAL • Telecom Egypt: key takeaways from the 2Q24 earnings call NEUTRAL • Poland macro: flash GDP surprises positively • Romania macro: 2Q GDP flash estimate underperfo...
EQS-News: Kapsch TrafficCom AG / Key word(s): Miscellaneous Kapsch TrafficCom AG: First sustainable toll gantry installed on Austrian highway 14.08.2024 / 13:15 CET/CEST The issuer is solely responsible for the content of this announcement. First sustainable toll gantry installed on Austrian highway Wooden gantry rings in next phase of sustainable traffic infrastructure Meets all relevant European norms and standards Duluth, August 14, 2024 – Kapsch TrafficCom is proud to announce that together with Austrian roadway operator Asfinag, the first operational Green Gantry w...
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