reports
- Adrian Kowollik
Update on Warimpex Finanz- und Beteiligung AG
Warimpex focuses on (mainly) commercial real estate projects in Poland, Germany and Hungary.
- Adrian Kowollik
Update on Warimpex Finanz- und Beteiligungs-AG
Warimpex is a real estate developer and investor with commercial properties and hotels in Poland, Hungary and Germany.
- Adrian Kowollik
Update on Warimpex Finanz- und Beteiligungs AG
Warimpex is an Austrian real estate company with office buildings and hotels in Poland, Germany, Hungary and Russia.
- Adrian Kowollik
Update on Warimpex Finanz- und Beteiligungs AG
Warimpex is an Austrian real estate developer and investor with a focus on Poland, Germany and Russia.
- Adrian Kowollik
Update on Warimpex Finanz- und Beteiligungs AG
Warimpex is a real estate developer and investor with a focus on hotels and office buildings in Poland, Hungary, Germany and Russia.
Warimpex Finanz & Beteiligungs AG: 1 director
A director at Warimpex Finanz & Beteiligungs AG sold 1,708,558 shares at 0.950EUR 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 l...
- Adrian Kowollik
Update on Warimpex AG
Warimpex is a Vienna-based real estate company with operations in Poland, Germany, Austria, Russia and Hungary.
- Adrian Kowollik
Update on Warimpex Finanz- und Beteiligungs-AG
Warimpex is a Vienna-based property investor and developer with assets - office buildings and hotels - in Austria, Russia, Poland, Germany, and Hungary.
- Adrian Kowollik
Update on Warimpex AG
Warimpex is a Vienna-based real estate investor and developer with operations in Poland, Russia, Hungary, Austria and Germany.
- Adrian Kowollik
Update on Warimpex Finanz- und Beteiligungs AG
Warimpex is a real estate developer and investor with operations in Austria, Germany, Poland, Hungary and Russia.
- Adrian Kowollik
Initiating Coverage on Warimpex AG
Warimpex Finanz- und Beteiligungs AG is a Vienna-based developer and investor in commercial real estate, especially office buildings and hotels. The company is listed in Austria and Poland.
Warimpex Q2 22 - Valuation gains and FX drive strong Q2 results
Valuation effects and FX support earnings and NAV growth Strong top line dynamics resulting in EUR 11.6 mn revenues for the quarter We see the release as positive
Raiffeisen Research Institutional Equity Daily 01.08.2022
AT: Erste Group - Q2 net profit 11% ahead of consensus on risk costs release / 2022 outlook marginally lifted / max risk costs of 90 bps in 2022 and 85 bps in 2023 in stress scenario (positive) AT: Rosenbauer - Resignation of CEO Siegel, CFO Wolf to resume CEO position in personal union (neutral) CZ: CEZ - CEZ started withdrawal from Turkey (positive) DE: Real Estate - Q2 market data shows first increases in yields (negative) GE: Baader Bank - announces the subscription price for stock...
CEZ CEZ AS
PGN POLSKIE GORNICTWO NAFTOWE I GAZOWNICTWO SA
ROS ROSENBAUER INTERNATIONAL AG
BWB BAADER BANK AG
CAI CA IMMOBILIEN ANLAGEN AG
SPI S IMMO AG
UBS UBM DEVELOPMENT AG
WXF WARIMPEX FINANZ UND BETEILIGUNG
MOL MOL HUNGARIAN OIL & GAS PLC CLASS A
IIA IMMOFINANZ AG
ONE ONE UNITED PROPERTIES SA
Warimpex confirmed at BUY, TP EUR 1.35 - Solid operations, but RU expo...
Solid underying operations, increased occupancy in recent quarters Attractive development pipeline in PL and DE, which could result in income support from development margin Russia exposure of almost 40% clouds the investment case However, valuation at 0.4x IFRS NAV and 0.3x EPRA NTA could be an attractive entry point for investors willing to look beyond the current turmoil
Warimpex Q1 22 - Solid operations, but FX and Russia valuations burden...
-Strong top-line trend supported by consolidation of Jupiter towers and higher occupancy -NRI and EBITDA slightly ahead of RBIe -Negative valuation effects on Russia portfolio of EUR 3.7 mn burden Q1 results -FX movements put further pressure on net profit which misses RBIe -The risks of Warimpexs exposure to Russia are largely being already priced in by the market (0.4x P/B) and thus the value adjustments should not come entirely unexpected
Raiffeisen Research Institutional Equity Daily 30.05.2022
AT: Flughafen Wien - Management reiterated at AGM to likely hike the FY guidance (positive) AT: PORR - Break-even pre-tax profit in Q1 makes an encouraging start, still no FY 22 guidance (positive) AT: S IMMO - Strong rental income dynamics continue, results ahead of expectations (positive) AT: STRABAG - AGM rescheduled to 24 June, Deripaska filled revocatory action against recent EGM's resolution (neutral) AT: Warimpex - Solid operating performance, however non-cash FX and Russian val...
Warimpex FY 21 - Significantly ahead of expectations on one-off gains
Results beat expectations on one-off gains from joint venture acquisition Outlook points to positive EBITDA expectations and sufficient liquidity for FY 22 FY 21 profit to be carried forward We see the results as slightly positive
Raiffeisen Research Institutional Equity Daily 27.04.2022
AT: EVN - Cutoff of Russian gas delivieries only minor on Bulgarian electricity generation, potential regional price effect though (neutral) AT: IMMOFINANZ - FY 22 guidance withdrawn due to bond repurchase (negative) AT: Telekom Austria - Robust trends trigger earnings beat, guidance confirmed (positive) AT: Warimpex - FY 21 significantly ahead of expectations (positive) PL: Alior Bank - Q1 22 net profit missed expectations on one-offs and weaker NII / pessimistic costs outlook in 2022...
EVN EVN AG
PGN POLSKIE GORNICTWO NAFTOWE I GAZOWNICTWO SA
PKO PKO BANK POLSKI S.A.
SPL SANTANDER BANK POLSKA SA
MIL BANK MILLENNIUM SA
WXF WARIMPEX FINANZ UND BETEILIGUNG
LTS GRUPA LOTOS S.A.
GAZP GAZPROM PJSC
ALR ALIOR BANK SA
IIA IMMOFINANZ AG
NLBR NOVA LJUBLJANSKA BANKA DD LJUBLJANA
ONE ONE UNITED PROPERTIES SA
Equtiy Special Focus "War in the Ukraine" - Exposure and effects on co...
Biggest direct effects on Oil & Gas and Polish retail companies Austrian Industrials with limited direct exposure (all clearly
EBS ERSTE GROUP BANK AG
CEZ CEZ AS
UNIQA INSURANCE GROUP AG
EVN EVN AG
MMK MAYR-MELNHOF KARTON AG
OMV OMV AG
PGN POLSKIE GORNICTWO NAFTOWE I GAZOWNICTWO SA
PKO PKO BANK POLSKI S.A.
KOMB KOMERCNI BANKA A.S.
VOE VOESTALPINE AG
ARHOF AMREST HOLDING
PZU POWSZECHNY ZAKLAD UBEZPIECZEN SPOLKA AKCYJNA
VER VERBUND AG CLASS A
POS PORR AG
LNZ LENZING AG
ROS ROSENBAUER INTERNATIONAL AG
PAL PALFINGER AG
WIE WIENERBERGER AG
SEM SEMPERIT HOLDING AG
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
LPP LPP S.A.
CCC CCC SA
WXF WARIMPEX FINANZ UND BETEILIGUNG
OTP OTP BANK NYRT
VIG VIENNA INSURANCE GROUP AG WIENER VERSICHERUNG GRUPPE
PYT POLYTEC HOLDING
ZAG ZUMTOBEL GROUP AG
ANDR ANDRITZ AG
STR STRABAG SE
FLU FLUGHAFEN WIEN AG
FACC FACC AG
PODR-R-A PODRAVKA D.D.
ATGR-R-A ATLANTIC GRUPA
MOL MOL HUNGARIAN OIL & GAS PLC CLASS A
BG BAWAG GROUP AG
COTE CONPET SA
AMAG AMAG AUSTRIA METALL AG
AGR AGRANA BETEILIGUNGS-AG
NLBR NOVA LJUBLJANSKA BANKA DD LJUBLJANA
ERNT-R-A ERICSSON NIKOLA TESLA D.D.
WINE PURCARI WINERIES PCL
KOEI KONCAR GROUP
Real Estate Sector Report 2022
Rising rates could dampen the sentiment towards the sector, but modest and gradual increases should not trigger a deterioration of the market environment, in our view Liquidity, rising investment volumes could be supportive Sector valuation broadly in line with historical averages We downgrade S IMMO from BUY to HOLD on the back of a share price recovery CTP, UBM, IMMOFINANZ and Warimpex maintained at BUY
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