Bawag Group AG: 1 director

A director at Bawag Group AG bought 370 shares at 114.990EUR and the significance rating of the trade was 54/100. 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 ...

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 08/19/2025

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 19/08/2025

Digi Communications : Few catalysts materialised, while execution risk...

Credit Morning 08/18/2025

Kantar: slowdown is confirmed in H1 2025 but EBITDA remains up thanks to mix effects|

Morning Crédit 18/08/2025

Kantar : le ralentissement se confirme au S1 2025, mais l’EBITDA reste en hausse grâce au mix|

WOOD Daily: CGEO LN; BIMAS TI; SOKM TI; KLKIM TI; AQ RO; SNG RO; RO Ma...

HEADLINES: • Georgia Capital: multi-sector story (BUY - transfer of coverage) • BIM: solid operating results overshadowed by bottom-line miss in 2Q25 NEUTRAL • Sok Marketler Ticaret: bottom line misses expectations in 2Q25 NEGATIVE • Kalekim: 2Q25 – strong set of results POSITIVE • Aquila Part Prod Com S.A.: 2Q25 – eyeing +6% EBITDA margin for 2H25E POSITIVE • Romgaz: 2Q25 results – better than our forecasts POSITIVE • Romania macro: GDP heading into a tough 2H • DIGI Communications: key takeawa...

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Bite, Digi Communications, Hapag-Lloyd, Borr Drilling, Motel One, Vedanta Resources

Digi (Underweight) Q2 25: Some concerns on KPIs, Portugal fibre roll (...

Digi has reported a disappointing set of results with slower RGU adds in Portugal and Belgium than in Q1, weak ARPU in Spain, and seemed to push out the timetable for the Portugal fibre roll on the call.

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 08/14/2025

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 14/08/2025

Digi Communications : Activation of new businesses starts to weigh on ...

WOOD Daily: NLBR SV; DIGI RO; DOC AV; PL Macro; PL Banks; MBR PW; CEZ ...

HEADLINES: • NLB Group: still cheap, despite the rally (stays BUY) • DIGI Communications: 2Q25 results – adjusted EBITDA down 1% yoy, 2% below our estimate NEGATIVE • DO & CO: 1Q FY26 results above our expectations POSITIVE • Poland macro: GDP growth steady in 2Q • Polish banks: tax on obligatory reserve remuneration may be announced in the coming weeks NEGATIVE • Mo-BRUK: consortium with MBR signs PLN 30m “eco bomb” contract POSITIVE • CEZ: E.ON negotiating, reportedly, with CEZ on the sale of ...

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Bite, Sasol, Digi Communications, Hapag-Lloyd, Solenis

WOOD Daily: BGEO LN; CCOLA TI; PEO PW; TXT PW; EME Macro/Strategy Week...

HEADLINES: • Lion Finance Group: lion takes a breather (downgraded to HOLD) • Coca-Cola Icecek: 2Q25 results – as expected NEUTRAL • Bank Pekao: changing remuneration conditions for c.2,700 employees NEUTRAL • Text: launches Text App service NEUTRAL • EME Macro/Strategy: macro all-in-one (4-10 August) • Murapol: 2Q25E preview – EBIT halved yoy, due to a low number of handovers (due on 24 September) • Rainbow Tours: 2Q25E preview – 19% net income drop expected, following margin normalisation (due...

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 11/08/2025

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 08/11/2025

OMV : The model adjustment after Q2 only led to minor changes in our m...

OTP Bank Plc: 2 directors

Two Directors at OTP Bank Plc sold 16,500 shares at between 29,780.000HUF and 29,890.000HUF. The significance rating of the trade was 70/100. 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...

OMV resilient despite macro strain, Petrochemicals remain weak

OMV reported clean CCS EBIT of EUR 1,031 mn in Q2 2025, down 11% QoQ and 16% YoY, broadly in line with the market consensus of EUR 1,022 mn. CCS net income came in at EUR 385 mn, also close to consensus. The differences between actual results and consensus were minimal, both at the aggregate and segment levels.