reports
- Szabolcs Pal
Erste announced not too convincing Q1 results in the shadow of a poten...
Erste’s net income came in at EUR 743mn in Q1, down by 5% YoY and up by 22% QoQ while the figure came 1% ahead of consensus. The key contributors to better-than-expected earnings was provisioning, which was partly offset by NII and other results.
Changes to the Agenda and Draft Resolutions of the Annual General Meet...
Changes to the Agenda and Draft Resolutions of the Annual General Meeting of AS Ekspress Grupp on 23 May 2025 On 29 April 2025, AS Ekspress Grupp published a convening the Annual General Meeting. Due to the of the Chairman of the Supervisory Board, the agenda for the General Meeting scheduled for 23 May 2025 have been amended. On 12 May 2025, shareholders Hans Luik and OÜ HHL Rühm submitted additional draft resolutions pursuant to Section 2931 (4) of the Estonian Commercial Code regarding agenda items 3 (election of a member of the Supervisory Board), 4 (remuneration of the members of the...
Muudatused ASi Ekspress Grupp 23.05.2025 üldkoosoleku päevakorras ja o...
Muudatused ASi Ekspress Grupp 23.05.2025 üldkoosoleku päevakorras ja otsuste eelnõudes 29. aprillil 2025 avaldas AS Ekspress Grupp korralise üldkoosoleku kokkukutsumise . ASi Ekspress Grupp nõukogu esimehe tõttu muutub 23. mail 2025 toimuva üldkoosoleku päevakord. 12. mail 2025. aastal esitasid aktsionärid Hans Luik ja OÜ HHL Rühm ÄS § 2931 lg 4 alusel täiendavad otsuse eelnõud 23. mail 2023. aastal toimuva korralise üldkoosoleku päevakorrapunktide 3 (nõukogu liikme valimine), 4 (nõukogu liikmete tasustamine) ja 5 (nõukogu liikme tagasikutsumine) kohta. Eelnevast lähtuvalt toimub 23. mai...
Change in the Supervisory Board of AS Ekspress Grupp
Change in the Supervisory Board of AS Ekspress Grupp The Chairman of the Supervisory Board of AS Ekspress Grupp Priit Rohumaa submitted his resignation as a member of the Supervisory Board and Audit Committee of AS Ekspress Grupp. The Supervisory Board of AS Ekspress Grupp will continue with three members: Hans H. Luik, Sami Seppänen and Triin Hertmann. The new Chairman of the Supervisory Board and the member of the Audit Committee will be elected on the next ordinary board meeting. Hans H. LuikMember of the Supervisory Board AS Ekspress Grupp is the leading Baltic media group whose key...
Muudatus ASi Ekspress Grupp nõukogus
Muudatus ASi Ekspress Grupp nõukogus ASi Ekspress Grupp nõukogu esimees Priit Rohumaa esitas tagasiastumisavalduse Ekspress Grupi nõukogu liikme ja auditikomitee liikme kohalt. Ekspress Grupi nõukogu jätkab kolmeliikmelises koosseisus: Hans H. Luik, Sami Seppänen ja Triin Hertmann. Uus nõukogu esimees ja auditikomitee liige valitakse järgmisel korralisel nõukogu koosolekul. Hans H. LuikNõukogu liige AS Ekspress Grupp on Baltimaade juhtiv meediakontsern, mille tegevus hõlmab veebimeedia sisutootmist ning ajalehtede, ajakirjade ja raamatute kirjastamist. Samuti haldab kontsern elektrooni...
Delfi Lithuania changes company structure
Delfi Lithuania changes company structure UAB Delfi, a 100% subsidiary of AS Ekspress Grupp, is finalising the agreement signed in December 2024 by merging with its subsidiary, UAB Kenton Baltic, which specialises in organising conferences. The objective of this restructuring is to enhance management efficiency and transparency. The merger will have no impact on the consolidated profit, assets, or liabilities of the AS Ekspress Grupp group. Lili KirikalCFOAS Ekspress Grupp Email: AS Ekspress Grupp is the leading Baltic media group whose key activities include web media content produc...
Leedu Delfi muudab ettevõtte struktuuri
Leedu Delfi muudab ettevõtte struktuuri ASi Ekspress Grupp 100%-line tütarettevõte UAB Delfi Leedus viib lõpule 2024. aasta detsembris sõlmitud ja ühendab endaga konverentside korraldamisega tegeleva tütarettevõtte UAB Kenton Baltic. Muudatuse eesmärk on suurendada juhtimise efektiivsust ja läbipaistvust. Ühinemisel ei ole mõju ASi Ekspress Grupp kontserni konsolideeritud kasumile, varadele ega kohustustele. Lili KirikalCFOAS Ekspress Grupp E-kiri: AS Ekspress Grupp on Baltimaade juhtiv meediakontsern, mille tegevus hõlmab veebimeedia sisutootmist ning ajalehtede, ajakirjade ja raam...
- Oliver Metzger
- Thomas Zlowodzki
- Wim Gille
- Oliver Metzger
- Thomas Zlowodzki
- Wim Gille
- Research Team
WOOD Daily: RBI AV; ADNOCDIS UH; ENA PW; TITC GA; RO Macro; BRISA TI; ...
HEADLINES: • Raiffeisen Bank International: 1Q25 results largely in line NEUTRAL • ADNOC Distribution: 1Q25 results NEUTRAL • Enea: preliminary 1Q25 EBITDA 13% above our expectations, driven by strong Supply; only 8% of 2025E capex plan realisation POSITIVE • Titan America: soft 1Q25 results, guidance unchanged NEUTRAL • Romania macro: reflections on the resignation of PM Ciolacu • Brisa: takeaways from the 1Q25 earnings call NEUTRAL • Inter Cars: earnings call takeaways - targeting 2025E revenu...
RBI RAIFFEISEN BANK INTERNATIONAL AG
TITK TITAN CEMENT CO. SA
BRISA BRISA-BRIDGESTONE SABANCI LASTIK SANAYI VE TICARET A.S.
ENA ENEA S.A.
CAR INTER CARS S.A.
FROTO FORD OTOMOTIV SANAYI A.S.
CPS CYFROWY POLSAT SA
WPL WIRTUALNA POLSKA HOLDING SA
TOFAS TOFAS TURK OTOMOBIL FABRIKASI A.S.
RICHT RICHTER
ADNOCDIST ADNOC DISTRIBUTION PJSC
INPST INPOST S.A.
ADNOCDRILL ADNOC DRILLING CO
SHO SHOPER SA
4071 ARABIAN CONTRACTING SERVICES CO
- Jovan Sikimic
- Marta Jezewska-Wasilewska
- Miguel Dias
WOOD Flash - Erste Group: enters Poland by buying a controlling stake ...
Erste Group has signed an agreement with Banco Santander, to buy an effective controlling stake of 49% in Santander Bank Polska, via a full cash transaction at PLN 584/share (c.EUR 6.8bn). It will also buy a 50% stake in Santander TFI for EUR 0.2bn. Banco Santander will buy back 60% of Santander Consumer Bank from Santander BP, before the finalisation of the transaction, which is expected in 4Q25E. The transaction is subject to the usual regulatory and antimonopoly office approvals, but we do no...
- Research Team
The Rear-View Mirror – EME markets: EME indices mostly in the red in A...
EME Equity Market – April 2025 EME indices mostly in the red in April, Hungarian BUX and Greek ASE the exceptions. The MSCI EM Europe Index declined by 2.0% mom in EUR terms, but was up 2.9% mom in USD terms in April. The Hungarian BUX was the best performer, followed by the Greek ASE index (+3.5% and 0.8% mom in EUR terms, respectively). There was a slight decline in the Polish WIG20, and more pronounced deteriorations in the Romanian BET and Czech PX indices (-0.6%, -2.0% and -4.2% mom in EUR ...
PEO BANK POLSKA KASA OPIEKI SA
JMT JERONIMO MARTINS SGPS S.A.
OPAP GREEK ORGANISATION OF FOOTBALL PROGNOSTICS SA
KRU KRUK S.A.
MOL MOL NYRT
EBS ERSTE GROUP BANK AG
CEZ CEZ AS
KRKG KRKA D.D.
YKBNK YAPI VE KREDI BANKASI A.S.
OMV OMV AG
ISCTR TURKIYE IS BANKASI ANONIM SIRKETI CLASS C
KOMB KOMERCNI BANKA A.S.
TITK TITAN CEMENT CO. SA
SPL SANTANDER BANK POLSKA SA
MIL BANK MILLENNIUM SA
BDX BUDIMEX S.A.
GEKTERNA GEK TERNA
MTELEKOM MAGYAR TELEKOM TELECOMMUNICATIONS
KTY GRUPA KETY SA
DOC DO & CO AKTIENGESELLSCHAFT
TPS ORANGE POLSKA S.A.
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
MYTIL MYTILINEOS S.A.
LPP LPP S.A.
AKBNK AKBANK TAS
AKCNS AKCANSA CIMENTO
ASELS ASELSAN ELEKTRONIK SANAYI VE TICARET A.S. CLASS B
CIMSA CIMENTO SANYAI VE TICARET A.S.
CCC CCC SA
AEGN AEGEAN AIRLINES SA
ENA ENEA S.A.
BFT BENEFIT SYSTEMS S.A. ALLOTMENT
PGE PGE POLSKA GRUPA ENERGETYCZNA S.A.
TKNSA TEKNOSA IC VE DIS TICARET AS
PGSUS.E PEGASUS HAVA TASIMACILIGI AS
APR AUTO PARTNER SA
LVC LIVECHAT SOFTWARE SA
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.
TUPRS TURKIYE PETROL RAFINERILERI A.S.
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.
ALR ALIOR BANK SA
OTOEL AUTOHELLAS S.A.
VGO VIGO SYSTEM SA
WPL WIRTUALNA POLSKA HOLDING SA
SAB1L SIAULIU BANKAS
BRD BRD-GROUPE SOCIETE GENERALE
TLV BANCA TRANSILVANIA S.A.
MONET MONETA MONEY BANK AS
H4L1 HALYK SAVINGS BANK OF KAZAKHSTAN GDR
SNP PETROM S.A.
TOFAS TOFAS TURK OTOMOBIL FABRIKASI A.S.
DNP DINO POLSKA S.A.
RICHT RICHTER
MAVI MAVI GIYIM SANAYI VE TICARET A.S.
MCOV B MEDICOVER AB
KAP NATIONAL ATOMIC COMPANY KAZATOMPROM
TEN TEN SQUARE GAMES
CZG CESKA ZBROJOVKA GROUP
INPST INPOST S.A.
PCF PCF GROUP SA
HUGE HUUUGE
7202 ARABIAN INTERNET & COMMUNICATIONS SERVICES CO
4071 ARABIAN CONTRACTING SERVICES CO
BOROUGE BOROUGE
7203 ELM CO
TRESTATES TRADE ESTATES REIC SA
THEON THEON INTERNATIONAL PLC
GEV GEVORKYAN A.S.
BOCHGR BANK OF CYPRUS
DSPW DOOSAN SKODA POWER A.S.
DIAG DIAGNOSTYKA SA
- Research Team
WOOD Daily: PEO PW; KOMB CP; EBS AV; MBK PW; SPL PW; CCC PW; PCF PW; C...
HEADLINES: • Bank Pekao: very solid 1Q25, supporting our 2025E 20%+ ROE, trading at 1.3x BV and a 9%+ yield very attractive • Komercni Banka: beat on 1Q25 bottom line driven by LLPs releases, pre-provision profit falls short of expectations NEUTRAL • Erste Bank: 1Q25 results in line; 2025E ROTE guidance sustained, but market focus on potential big M&A effort • mBank: 1Q25 solid, but valuation reflects recovery already; 2025E revenue guidance a little disappointing • Santander Bank Polska: solid ...
PEO BANK POLSKA KASA OPIEKI SA
EBS ERSTE GROUP BANK AG
OMV OMV AG
PKO PKO BANK POLSKI S.A.
KOMB KOMERCNI BANKA A.S.
PZU POWSZECHNY ZAKLAD UBEZPIECZEN SPOLKA AKCYJNA
SPL SANTANDER BANK POLSKA SA
BDX BUDIMEX S.A.
GEKTERNA GEK TERNA
AKCNS AKCANSA CIMENTO
ASELS ASELSAN ELEKTRONIK SANAYI VE TICARET A.S. CLASS B
CIMSA CIMENTO SANYAI VE TICARET A.S.
CCC CCC SA
CCOLA COCA-COLA ICECEK A.S.
ENA ENEA S.A.
PGE PGE POLSKA GRUPA ENERGETYCZNA S.A.
TKNSA TEKNOSA IC VE DIS TICARET AS
OTP OTP BANK NYRT
CAR INTER CARS S.A.
TUPRS TURKIYE PETROL RAFINERILERI A.S.
TPE TAURON POLSKA ENERGIA S.A.
BRD BRD-GROUPE SOCIETE GENERALE
TLV BANCA TRANSILVANIA S.A.
SNP PETROM S.A.
RICHT RICHTER
MCOV B MEDICOVER AB
PCF PCF GROUP SA
BOROUGE BOROUGE
FTSHP FOOTSHOP A.S.
GEV GEVORKYAN A.S.
AS Ekspress Grupp: Consolidated unaudited interim report for Q1 of 202...
AS Ekspress Grupp: Consolidated unaudited interim report for Q1 of 2025 The revenue of AS Ekspress Grupp for the 1st quarter of 2025 increased by 5% year-over-year to EUR 17.0 million. However, EBITDA decreased by EUR 0.2 million. Digital revenue also increased by 5% and the share of digital revenue remained at 84% of the Group’s total revenue in the first quarter. As expected, the Group's first quarter’s results were most affected by the expected seasonality, due to which the company's profitability is under the greatest pressure in the 1st quarter each year. In addition, lower demand du...
AS Ekspress Grupp: 2025.aasta I kvartali konsolideeritud auditeerimata...
AS Ekspress Grupp: 2025.aasta I kvartali konsolideeritud auditeerimata vahearuanne Ekspress Grupi 2025. aasta I kvartali müügitulu kasvas aastases võrdluses 5%, ulatudes 17,0 miljoni euroni. Samas EBITDA vähenes 0,2 miljoni euro võrra. Digitaalsed tulud kasvasid samuti 5% ja digitaalsete tulude osakaal säilitas I kvartalis 84% taseme kontserni kogukäibest. Kontserni I kvartali tulemusi mõjutas enim ootuspärane sesoonsus, mille tulemusena on ettevõtte kasumlikkus igal aastal I kvartalis suurima surve all. Lisaks andis I kvartali reklaamituludes tunda Baltimaade nõrgast majanduskeskkonnast ...
- Research Team
WOOD Daily: THEON NA; KRU PW; SAB1L LH; MCOVB SS; OTKAR TI; TOASO TI; ...
HEADLINES: • Theon International: 1Q25 trading update – strong execution, rich options POSITIVE • Kruk: 1Q25 results, beat driven by Wonga, debt purchased segment in line, but slowing growth dynamics NEUTRAL • Siauliu Bankas: rather weak 1Q25, but maintained outlook should provide some support NEGATIVE • Medicover: 1Q25 beat on admin costs and other financial income POSITIVE • Otokar: 1Q25 results – continuing losses on the operating and bottom lines • Tofas: weak set of results in 1Q25, as anti...
KRU KRUK S.A.
EBS ERSTE GROUP BANK AG
CDR CD PROJEKT S.A.
MYTIL MYTILINEOS S.A.
ASELS ASELSAN ELEKTRONIK SANAYI VE TICARET A.S. CLASS B
OTKAR OTOKAR OTOMOTIV VE SAVUNMA SANAYI A.S.
THYAO TURK HAVA YOLLARI A.O.
TUPRS TURKIYE PETROL RAFINERILERI A.S.
GPW WARSAW STOCK EXCHANGE
11B 11 BIT STUDIOS S.A.
BELA JUMBO S.A.
SAB1L SIAULIU BANKAS
SNP PETROM S.A.
TOFAS TOFAS TURK OTOMOBIL FABRIKASI A.S.
MAVI MAVI GIYIM SANAYI VE TICARET A.S.
MCOV B MEDICOVER AB
TEN TEN SQUARE GAMES
HUGE HUUUGE
THEON THEON INTERNATIONAL PLC
Korralise üldkoosoleku kokkukutsumise teade
Korralise üldkoosoleku kokkukutsumise teade ASi Ekspress Grupp (registrikood 10004677, asukoht Narva mnt 13, 10151 Tallinn) juhatus kutsub kokku aktsionäride korralise üldkoosoleku, mis toimub 23. mail 2025. aastal algusega kell 10:00 ASi Ekspress Grupp asukohas Tallinnas Narva mnt 13 IV korrusel. Koosolekust osavõtjate registreerimine algab kell 9:30 koosoleku toimumiskohas. Üldkoosolekul osalemiseks õigustatud aktsionäride ring määratakse seisuga seitse päeva enne üldkoosoleku toimumist, s.o 16. mail 2025. aastal, Nasdaq CSD arvelduspäeva tööpäeva lõpu seisuga. Aktsionärid, kes füüsili...
Notice on convening an Annual General Meeting of Shareholders
Notice on convening an Annual General Meeting of Shareholders Notice is hereby given that the Management Board of AS Ekspress Grupp (registry code 10004677, official address Narva mnt 13, 10151 Tallinn) convenes the Annual General Meeting of Shareholders (the “Meeting”), which will be held on 23 May 2025 at 10:00 at the seat of AS Ekspress Grupp, in the city of Tallinn, Narva mnt 13, 4th floor. The registration of participants in the Meeting will commence at 9:30 at the location of the Meeting. The circle of shareholders entitled to attend the Meeting will be determined seven days prior to...
- Bruno Cavalier
- Michael B. Schäfer
CVVTF COVESTRO AG
WCH WACKER CHEMIE AG
GALP GALP ENERGIA SGPS SA CLASS B
CLN CLARIANT AG
SLB.N SCHLUMBERGER NV
MC LVMH MOET HENNESSY LOUIS VUITTON SE
ORA ORANGE SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
GLE SOCIETE GENERALE S.A. CLASS A
LXS LANXESS AG
EL ESSILORLUXOTTICA SA
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
BRBY BURBERRY GROUP PLC
MRK MERCK KGAA
KER KERING SA
SDF K+S AG
WIZZ WIZZ AIR HOLDINGS PLC
BAS BASF SE
EZJ EASYJET PLC
SY1 SYMRISE AG
WPP WPP PLC
RY4C RYANAIR HOLDINGS PLC
01913 PRADA S.P.A.
EVK EVONIK INDUSTRIES AG
MONC MONCLER SPA
MAP MAPFRE SA
STR STRABAG SE
BNR BRENNTAG SE
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
ABI ANHEUSER-BUSCH INBEV SA/NV
CCEP COCA-COLA EUROPEAN PARTNERS PLC
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
8TRA TRATON SE
FPE3 FUCHS PETROLUB SE
AF AIR FRANCE - KLM
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