reports
- Research Team
WOOD Daily: CCC PW; JMT PL; ALE PW; INPST NA; MBR PW; KTY PW; PCO PW; ...
HEADLINES: • CCC: shareholders ask for 2m share buyback POSITIVE • Jeronimo Martins: court approves PLN 160m fine from Antimonopoly Office NEGATIVE • Allegro/InPost: EU to introduce EUR 3 payment for all packages coming from outside the community NEUTRAL • Mo-BRUK: PLN 19m 2017 waste-fee case closed NEUTRAL • Kety: 4Q25E preliminary results preview – flat yoy EBITDA in a tough environment (due on 17 December) • Pepco Group: 2H25E preview – EBITDA decline of 5% yoy expected (due on 17 December) N...
- Research Team
WOOD Morning (11 December 2025)
HEADLINES: • Eurocash: key takeaways from the strategy presentation NEGATIVE • Allegro/InPost: Allegro launches C2X locker service NEGATIVE • Budimex: PLN 2.6bn bid from BDX's consortium selected in PKP PLK tender NEUTRAL • Theon International: signs its largest ever contract, worth EUR 1bn, with OCCAR POSITIVE • Mavi: strong beat in 3Q25 results POSITIVE • Al Arabia Outdoor Advertising: wins 10-year contract to operate advertising at Prince Mohammad bin Abdulaziz Airport (PMIA) in Madinah POSIT...
OVHcloud - Sale of shares by Deep Code SAS
OVHcloud - Sale of shares by Deep Code SAS Roubaix, December 5, 2025 – OVHcloud acknowledges the by Deep Code SAS, a company controlled by Mr. Miroslaw Klaba, regarding the sale of 3.6 million shares, representing c.2.4% of the Group’s share capital. Mr. Miroslaw Klaba will continue to own c.42.5% of OVHcloud’s share capital and intends to remain a strategic investor in the company. In addition, Mr. Miroslaw Klaba and the Klaba Concert Party have agreed to a lock-up of 180 days, subject to customary exemptions. The “Klaba Concert Party” is defined as being composed of the Klaba family a...
OVHcloud - Cession de titres par Deep Code SAS
OVHcloud - Cession de titres par Deep Code SAS Roubaix, 5 décembre 2025 – OVHcloud prend note de l’ de Deep Code SAS, société contrôlée par Miroslaw Klaba, relative à la cession de 3,6 millions d’actions représentant environ 2,4 % du capital du Groupe. À l’issue de l’opération, M. Miroslaw Klaba conservera près de 42,5 % du capital et reste un actionnaire stratégique du Groupe. Par ailleurs, M. Miroslaw Klaba et le concert Klaba se sont engagés à un lock-up de 180 jours, sous réserve des exceptions habituelles. Le concert Klaba est composé de la famille Klaba, de Digital Scale SAS, Yello...
- Carole Braudeau
- Carole Braudeau
- Research Team
The Rear-View Mirror – EME markets: Turkish ISE 30 in the red in Novem...
EME Equity Market – November 2025 Czech PX leads in November, Türkiye the only loser. The MSCI EM Europe Index added 1.5% mom in EUR terms and 2.1% mom in USD terms in November. The Czech PX was the top performer, adding 4.7% mom in EUR terms, followed by the Greek ASE and the Hungarian BUX (+4.4% and +3.7% mom, respectively, in EUR terms). The Romanian BET and Polish WIG 20 were also in the green (+1.3% and +1.0% mom in EUR terms). The only loser was the Turkish ISE 30 (-2.0% mom in EUR terms).
EXAE HELLENIC EXCHANGES SA
MOL MOL NYRT
CEZ CEZ AS
KRKG KRKA D.D.
HTO HELLENIC TELECOMMUNICATIONS ORGANIZATION SA
CDR CD PROJEKT S.A.
OMV OMV AG
PKO PKO BANK POLSKI S.A.
ISCTR TURKIYE IS BANKASI ANONIM SIRKETI CLASS C
TITK TITAN CEMENT CO. SA
BHW BANK HANDLOWY W WARSZAWIE S.A.
BIMAS BIM BIRLESIK MAGAZALAR A.S.
WIZZ WIZZ AIR HOLDINGS PLC
PZU POWSZECHNY ZAKLAD UBEZPIECZEN SPOLKA AKCYJNA
BSK ING BANK SLASKI S.A.
BDX BUDIMEX S.A.
GEKTERNA GEK TERNA
MTELEKOM MAGYAR TELEKOM TELECOMMUNICATIONS
DOC DO & CO AKTIENGESELLSCHAFT
TPS ORANGE POLSKA S.A.
CAI CA IMMOBILIEN ANLAGEN AG
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
MYTIL MYTILINEOS S.A.
LPP LPP S.A.
ASELS ASELSAN ELEKTRONIK SANAYI VE TICARET A.S. CLASS B
LOGO LOGO YAZILIM SANAYI VE TICARET A.S.
CCC CCC SA
CCOLA COCA-COLA ICECEK A.S.
DOM DOM DEVELOPMENT SA
AEGN AEGEAN AIRLINES SA
RBW RAINBOW TOURS S.A.
ENA ENEA S.A.
BFT BENEFIT SYSTEMS S.A. ALLOTMENT
MGROS MIGROS TICARET A.S
PGE PGE POLSKA GRUPA ENERGETYCZNA S.A.
APR AUTO PARTNER SA
LVC LIVECHAT SOFTWARE SA
TBCB TBC BANK JOINT STOCK CO
PPC PUBLIC POWER CORPORATION S.A.
OTP OTP BANK NYRT
CAR INTER CARS S.A.
ARCLK ARCELIK A.S.
FROTO FORD OTOMOTIV SANAYI A.S.
OTKAR OTOKAR OTOMOTIV VE SAVUNMA SANAYI A.S.
THYAO TURK HAVA YOLLARI A.O.
EUR EUROCASH S.A.
GSPARK GRAPHISOFT PARK SE
DVL DEVELIA SA
CPS CYFROWY POLSAT SA
MBR MO-BRUK S.A.
GPW WARSAW STOCK EXCHANGE
11B 11 BIT STUDIOS S.A.
TPE TAURON POLSKA ENERGIA S.A.
DAT DATAWALK SA
OTOEL AUTOHELLAS S.A.
VGO VIGO SYSTEM SA
WPL WIRTUALNA POLSKA HOLDING SA
BELA JUMBO S.A.
SAB1L SIAULIU BANKAS
TLV BANCA TRANSILVANIA S.A.
SNG SOCIETATEA NATIONALA DE GAZE NATURALE ROMGAZ SA
H4L1 HALYK SAVINGS BANK OF KAZAKHSTAN GDR
SNP PETROM S.A.
PBK PATRIA BANK SA
TOFAS TOFAS TURK OTOMOBIL FABRIKASI A.S.
DIGI DIGI COMMUNICATIONS NV
DNP DINO POLSKA S.A.
NBGGY NATIONAL BANK OF GREECE S.A. ADS
BVB S.C. BURSA DE VALORI BUCURESTI S.A.
GEB BANK OF GEORGIA
RICHT RICHTER
19XX NEPI ROCKCASTLE PLC
ALPHA ALPHA BANK
M MED LIFE
SFG SPHERA FRANCHISE GROUP SA
R22 R22
MCOV B MEDICOVER AB
CGEO GEORGIA CAPITAL
EAT AMREST HOLDINGS SE
NLBR NLB GROUP
ESLT ELBIT SYSTEMS LTD
KAP NATIONAL ATOMIC COMPANY KAZATOMPROM
TEN TEN SQUARE GAMES
ALG ALLEGRO.EU SA
CZG CESKA ZBROJOVKA GROUP
DUNAHOUSE DUNA HOUSE
KSPI KASPI KZ
INPST INPOST S.A.
HUGE HUUUGE
4IG 4IG NYRT
IGN1L IGNITIS GRUPE
CTPNV KAZMUNAYGAS NC JSC
VRC CTP NV
GPP VERCOM SA
KLKIM GRUPA PRACUJ DA
ADNOCDRILL KALEKIM KIMYEVI MADDELER SANAYI VE TICARET AS
2381 ADNOC DRILLING CO
7202 ARABIAN DRILLING CO.
9526 ARABIAN INTERNET & COMMUNICATIONS SERVICES CO
ELPE JAHEZ INTERNATIONAL CO
SHO HELLENIQ ENERGY
4071 SHOPER SA
ACAG ARABIAN CONTRACTING SERVICES CO
H2O AUSTRIACARD HOLDINGS AG
7203 HIDROELECTRICA S.A.
OPTIMAr ELM CO
MUR2 OPTIMA BANK S.A.
AQ MURAPOL SA
TRESTATES AQUILA PART PROD COM
THEON TRADE ESTATES REIC SA
AIRA THEON INTERNATIONAL PLC
GEV AIR ASTANA JSC
PRIUA GEVORKYAN A.S.
BOCHGR PRIMOCO UAV SE
DSPW BANK OF CYPRUS
DIAG DOOSAN SKODA POWER A.S.
PE RO DIAGNOSTYKA SA
PREMIER ENERGY
OVHcloud and LCH SA sign cloud agreement
OVHcloud and LCH SA sign cloud agreement Roubaix – November 20th 2025 – , a global cloud player and the European Cloud leader, announced today that it has signed a cloud hosting agreement with LCH SA, the global clearing house based in Paris. Through this collaboration, OVHcloud will provide cloud-hosting capabilities designed to support LCH SA in enhancing its operational resilience, strengthening security, and benefiting from greater scalability and faster deployment across its services. The migration of some of LCH SA’s services to a SecNumCloud1 qualified environment represents a signi...
OVHcloud et LCH SA signent un accord en matière de cloud
OVHcloud et LCH SA signent un accord en matière de cloud Roubaix – 20 novembre 2025 – , acteur mondial et leader européen du Cloud, a annoncé aujourd'hui avoir signé un accord d'hébergement cloud avec LCH SA, la chambre de compensation internationale basée à Paris. Dans le cadre de cette collaboration, OVHcloud fournira des capacités d'hébergement cloud conçues pour soutenir LCH SA dans l'amélioration de sa résilience opérationnelle, le renforcement de sa sécurité et la mise à profit d'une plus grande évolutivité et d'un déploiement plus rapide de ses services. La migration de certains ser...
Imerys S.A.: 1 director
A director at Imerys S.A. bought 630,576 shares at 22.766EUR and the significance rating of the trade was 100/100. 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...
OVHcloud consolide son leadership européen avec une première région 3-...
OVHcloud consolide son leadership européen avec une première région 3-AZ en Allemagne Roubaix – 18 novembre 2025 – À l’occasion du Sommet sur la souveraineté numérique européenne, OVHcloud, leader européen du cloud et acteur technologique mondial annonce renforcer sa présence en Allemagne avec le déploiement d'une région 3-AZ à Berlin. Après la France et l’Italie, cette troisième région cloud européenne consolide l’ancrage d’OVHcloud sur le continent et illustre sa volonté d’offrir des niveaux toujours plus élevés de sécurité et de résilience et une haute disponibilité. Un ancrage europée...
OVHcloud strengthens its European leadership with its first 3-AZ regio...
OVHcloud strengthens its European leadership with its first 3-AZ region in Germany Roubaix – 18 November 2025 – As part of the “European Digital Sovereignty Summit,” OVHcloud, the European cloud leader and global technology player, today announced the strengthening of its presence in Germany with the deployment of a 3-AZ region in Berlin. Following France and Italy, this third European 3-AZ cloud region consolidates OVHcloud's foothold on the continent and illustrates its commitment to offering ever-higher levels of security, resilience, and high availability. A European deployment to sup...
OVHcloud announces the implementation of the share buyback programme
OVHcloud announces the implementation of the share buyback programme In accordance with the authorization of the ordinary general meeting of February 6, 2025, allowing the implementation of a share buyback program, OVH Groupe announces today the signature with an investment service provider (“PSI”) of mandates for the buyback of OVH Groupe shares up to a maximum amount of 10,000,000 euros over a period from November 18, 2025, to August 6, 2026. The purpose of this operation is to acquire shares with the objective notably of: their delivery as part of expiring free share plans; andthe allo...
OVHcloud annonce la mise en œuvre du programme de rachat d’actions
OVHcloud annonce la mise en œuvre du programme de rachat d’actions Conformément à l’autorisation de l’assemblée générale ordinaire du 6 février 2025 permettant la mise en œuvre d’un programme de rachat d’actions, OVH Groupe annonce la signature ce jour avec un prestataire de service d’investissement (PSI) d’un mandat pour le rachat d’actions OVH Groupe jusqu’à un montant maximum de 10 000 000 euros sur une période allant du 18 novembre 2025 au 06 août 2026. Cette opération a notamment pour objet l’acquisition de titres en vue de : leur livraison dans le cadre de plans d’actions gratuites ...
Document d’Enregistrement Universel 2025
Document d’Enregistrement Universel 2025 Roubaix, le 12 novembre 2025 – OVHcloud annonce la publication de son Document d’Enregistrement Universel 2025, qui a été déposé auprès de l'Autorité des Marchés Financiers (AMF) le 7 novembre 2025 sous le numéro D.25-0717. Ce Document d’Enregistrement Universel est disponible sur le site d’OVHcloud, section , ainsi que sur le site de l'AMF (-france.org). Il est tenu à la disposition du public dans les conditions prévues par la réglementation en vigueur. Il inclut le rapport financier annuel de l'exercice 2025, le rapport du Conseil d’Administratio...
- Carole Braudeau
Credit Morning 11/12/2025
Carrefour has reportedly received three offers for its Romanian business, including one from Auchan.|Permira is reportedly negotiating the sale of Golden Goose for more than € 2.5bn to Hongshan|Edenred has significantly revised downwards its EBITDA forecast for 2026 if regulatory changes in Brazil are confirmed.|
- Carole Braudeau
Morning Crédit 12/11/2025
Carrefour aurait reçu trois offres pour son activité en Roumanie dont une d’Auchan.|Permira négocierait la cession de Golden Goose au fond Hongshang Capital pour plus de 2,5 mds EUR|Edenred revoit en forte baisse sa prévision d’EBITDA pour 2026 si les changements règlementaires au Brésil venaient à être confirmés.|
- Research Team
WOOD Daily: TLV RO; JAHEZ AB; PGSUS TI; CCC PW; ALPHA GA; DNP PW; INPS...
HEADLINES: • Banca Transilvania: bottom-line beat in 3Q25, on higher trading income and lower costs POSITIVE • Jahez: 3Q25 financial results review NEGATIVE • Pegasus Airlines: 3Q25 – RASK pressure exceeds our estimate NEGATIVE • CCC: preliminary 3Q25 EBITDA miss of 5%; FY25E EBITDA guidance cut to PLN 1.7-1.8bn, from PLN 2.4bn NEGATIVE • Alpha Bank: 3Q25 highlights – a mixed bag NEUTRAL • Dino: key takeaways from the 3Q25 call NEGATIVE • InPost: key takeaways from the 3Q25 call NEGATIVE • MOL: ...
MOL MOL NYRT
TITK TITAN CEMENT CO. SA
CCC CCC SA
ENA ENEA S.A.
PGE PGE POLSKA GRUPA ENERGETYCZNA S.A.
PGSUS.E PEGASUS HAVA TASIMACILIGI AS
CAR INTER CARS S.A.
TPE TAURON POLSKA ENERGIA S.A.
TLV BANCA TRANSILVANIA S.A.
DNP DINO POLSKA S.A.
ALPHA ALPHA BANK
INPST INPOST S.A.
9526 JAHEZ INTERNATIONAL CO
AIRA AIR ASTANA JSC
- Research Team
WOOD Daily: THEON NA; OTP HB; DNP PW; INPST NA; MOL HB; MGROS TI; THYA...
Please excuse the lateness of our Daily today, due to technical issues. HEADLINES: • Theon International: impressions from the CMD POSITIVE • OTP Bank: books solid 3Q25, in line with expectations; market waiting for management to reveal plans on surplus capital allocation decisions NEUTRAL • Dino: 2-3% EBITDA miss in 3Q25; lfl and EBITDA dynamics behind Zabka; FY25E guidance maintained NEGATIVE • InPost: 3Q25 slightly above expectations; FY25E EBITDA guidance trimmed, on slower Yodel NEUTRAL • ...
HTO HELLENIC TELECOMMUNICATIONS ORGANIZATION SA
TITK TITAN CEMENT CO. SA
WIZZ WIZZ AIR HOLDINGS PLC
MYTIL MYTILINEOS S.A.
AEGN AEGEAN AIRLINES SA
MGROS MIGROS TICARET A.S
PGSUS.E PEGASUS HAVA TASIMACILIGI AS
TBCB TBC BANK JOINT STOCK CO
THYAO TURK HAVA YOLLARI A.O.
TPE TAURON POLSKA ENERGIA S.A.
DNP DINO POLSKA S.A.
NBGGY NATIONAL BANK OF GREECE S.A. ADS
RICHT RICHTER
R22 R22
NLBR NLB GROUP
INPST INPOST S.A.
VRC VERCOM SA
ELPE HELLENIQ ENERGY
SHO SHOPER SA
MUR2 MURAPOL SA
THEON THEON INTERNATIONAL PLC
AIRA AIR ASTANA JSC
- Emira Sagaama
- Julian Dobrovolschi
- Marc Lavaud
V1S ARKEMA
LRC LEGRAND
ENX EURONEXT NV
VIE VEOLIA ENVIRONNEMENT SA
ENGI ENGIE SA.
EDP EDP-ENERGIAS DE PORTUGAL SA
UBSN UBS GROUP AG
MT ARCELORMITTAL SA
CBK COMMERZBANK AG
RHM RHEINMETALL AG
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
HOT HOCHTIEF AG
FRE FRESENIUS SE & CO. KGAA
HEN3 HENKEL AG & CO. KGAA PREF
ANA ACCIONA SA
RAA RATIONAL AG
EDW EDP RENOVAVEIS SA
AMS AMADEUS IT GROUP SA CLASS A
OTP OTP BANK NYRT
AUTO AUTO TRADER GROUP PLC
CLNX CELLNEX TELECOM S.A.
AZN ASTRAZENECA PLC
MOL MOL HUNGARIAN OIL & GAS PLC CLASS A
PIRC PIRELLI & C. S.P.A.
DNP DINO POLSKA S.A.
MRNA MODERNA INC.
NLBR NOVA LJUBLJANSKA BANKA DD LJUBLJANA
HAG HENSOLDT AG
INPST INPOST S.A.
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
DTG DAIMLER TRUCK
UN0 UNIPER SE
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