reports
Dom Development SA: 1 director
A director at Dom Development SA sold 9,000 shares at 180.000PLN and the significance rating of the trade was 78/100. 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 clea...
- Research Team
WOOD Daily: LAMDA GA; CZG CP; PKN PW; VGO PW; KMGZ KZ; PCO PW
HEADLINES: • Lamda Development: 2Q24 – good sales at the Ellinikon, capex to accelerate NEUTRAL • Colt CZ Group SE: 1H24 results – better than expected POSITIVE • Orlen: discussing possible deals for Grupa Azoty’s polyolefins business NEUTRAL • VIGO Photonics: signs a conditional agreement with the EIB for the financing of the HyperPIC project NEUTRAL • KazMunayGas: begins construction of a polyethylene complex NEUTRAL • Pepco Group: 4Q24E trading update preview (due on 26 September)
- Research Team
The Rear-View Mirror – EME markets: only Czech PX index in positive te...
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...
EUROB EUROBANK ERGASIAS SERVICES & HOLDINGS SA
PEO BANK POLSKA KASA OPIEKI SA
KRU KRUK S.A.
MOL MOL NYRT
EBS ERSTE GROUP BANK AG
BOCH BANK OF COMMERCE HOLDINGS
CEZ CEZ AS
ACP ASSECO POLAND SA
HTO HELLENIC TELECOMMUNICATIONS ORGANIZATION SA
CDR CD PROJEKT S.A.
OMV OMV AG
PKO PKO BANK POLSKI S.A.
KOMB KOMERCNI BANKA A.S.
BHW BANK HANDLOWY W WARSZAWIE S.A.
WIZZ WIZZ AIR HOLDINGS PLC
PZU POWSZECHNY ZAKLAD UBEZPIECZEN SPOLKA AKCYJNA
BSK ING BANK SLASKI S.A.
BDX BUDIMEX S.A.
MTELEKOM MAGYAR TELEKOM TELECOMMUNICATIONS
CAI CA IMMOBILIEN ANLAGEN AG
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
AKCNS AKCANSA CIMENTO
BRISA BRISA-BRIDGESTONE SABANCI LASTIK SANAYI VE TICARET A.S.
CIMSA CIMENTO SANYAI VE TICARET A.S.
LOGO LOGO YAZILIM SANAYI VE TICARET A.S.
CCC CCC SA
CCOLA COCA-COLA ICECEK A.S.
GTC GLOBE TRADE CENTRE S.A.
DOM DOM DEVELOPMENT SA
BFT BENEFIT SYSTEMS S.A. ALLOTMENT
MGROS MIGROS TICARET A.S
TKNSA TEKNOSA IC VE DIS TICARET AS
PGSUS.E PEGASUS HAVA TASIMACILIGI AS
LVC LIVECHAT SOFTWARE SA
TBCB TBC BANK JOINT STOCK CO
ALPHA ALPHA BANK AE
PPC PUBLIC POWER CORPORATION S.A.
OTP OTP BANK NYRT
CAR INTER CARS S.A.
FROTO FORD OTOMOTIV SANAYI A.S.
THYAO TURK HAVA YOLLARI A.O.
TUPRS TURKIYE PETROL RAFINERILERI A.S.
EUR EUROCASH S.A.
CPS CYFROWY POLSAT SA
MBR MO-BRUK S.A.
GPW WARSAW STOCK EXCHANGE
11B 11 BIT STUDIOS S.A.
ALR ALIOR BANK SA
OTOEL AUTOHELLAS S.A.
WPL WIRTUALNA POLSKA HOLDING SA
BRD BRD-GROUPE SOCIETE GENERALE
TLV BANCA TRANSILVANIA S.A.
ETEL TELECOM EGYPT
MONET MONETA MONEY BANK AS
SNG SOCIETATEA NATIONALA DE GAZE NATURALE ROMGAZ SA
H4L1 HALYK SAVINGS BANK OF KAZAKHSTAN GDR
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
M MED LIFE
SFG SPHERA FRANCHISE GROUP SA
ADNOCDIST ADNOC DISTRIBUTION PJSC
NLBR NLB GROUP
ESLT ELBIT SYSTEMS LTD
KAP NATIONAL ATOMIC COMPANY KAZATOMPROM
TEN TEN SQUARE GAMES
DUNAHOUSE DUNA HOUSE
KSPI KASPI KZ
PCF PCF GROUP SA
HUGE HUUUGE
4IG 4IG NYRT
IGN1L IGNITIS GRUPE
CTPNV CTP NV
ONE ONE UNITED PROPERTIES SA
GPP GRUPA PRACUJ DA
BCG BALTIC CLASSIFIEDS GROUP PLC
ADNOCDRILL ADNOC DRILLING CO
2381 ARABIAN DRILLING CO.
7202 ARABIAN INTERNET & COMMUNICATIONS SERVICES CO
9526 JAHEZ INTERNATIONAL CO
ELPE HELLENIQ ENERGY
SHO SHOPER SA
4071 ARABIAN CONTRACTING SERVICES CO
7203 ELM CO
AQ AQUILA PART PROD COM
TRESTATES TRADE ESTATES REIC SA
AIRA AIR ASTANA JSC
NOVAL NOVAL PROPERTY
- Research Team
WOOD Daily: BOCH LN; BHW PW; TXT PW; SFG RO; M RO; ELPE GA; MBR PW; NO...
HEADLINES: • Bank of Cyprus: room for further rerating (stays BUY) • Bank Handlowy: writes down remaining goodwill on retail banking fully in 2Q24 NEUTRAL • Text: 1Q24-25 (calendar 2Q24) results – EBITDA down 2% yoy, but 5% above the consensus POSITIVE • Sphera Group: strong 2Q24 results, as expected NEUTRAL • MedLife: 2Q24 confirms operational earnings recovery, net profits still weak NEUTRAL • HELLENiQ Energy: 2Q24 results – weak net income, due to one-off costs NEUTRAL • Mo-BRUK: earnings cal...
- Research Team
WOOD Daily: DIGI RO; PZU PW; MOH GA; CDR PW; MBR PW; DOM PW; CAI AV; D...
HEADLINES: • DIGI Communications: heavyweight European telco champion (upgraded to BUY) • PZU: posts PLN 1.19bn of net profit in 2Q24; results affected by higher combined ratio in P&C NEUTRAL • Motor Oil Hellas: 2Q24 results POSITIVE • CD Projekt: 2Q24 EBITDA 4-7% above expectations; Polaris to enter production phase “very soon” NEUTRAL • Mo-BRUK: 2Q24 EBITDA 8% above our forecast, but in line with the consensus NEUTRAL • Dom Development: 2Q24 – in line, at first glance NEUTRAL • CA Immo: 2Q24 i...
- Research Team
WOOD Daily: KOMB CP; MONET CP; TEN PW; WPL PW; MBR PW; ELPE GA; MOH GA...
HEADLINES: • Komercni Banka: awaiting a NII inflection point (stays BUY) • MONETA Money Bank: valuation prices in higher ROE and strong yield (stays HOLD) • Ten Square Games: 2Q24 adjusted EBITDA 16% above our forecast; TEN confirms mom bookings recovery in July POSITIVE • Wirtualna Polska: 2Q24 results review – adjusted EBITDA down 2% yoy, in line with the consensus NEGATIVE • Mo-BRUK: new tenders for ecological bombs decommissioning on the market NEUTRAL • HELLENiQ Energy: 2Q24E results previe...
- Research Team
WOOD Daily: DNP PW; BGEO LN; KAP LI; BRISA TI; GPW PW; BDX PW; BFT PW;...
HEADLINES: Dino Polska: 5-13% EBITDA miss in 2Q24, first yoy EBITDA drop since IPO NEGATIVE Bank of Georgia: 2Q24 highlights NEUTRAL Kazatomprom: 2Q24 results and 2025E production guidance POSITIVE Brisa: bottom line hit by financing costs, taxes; FY24 demand outlook remains challenging NEUTRAL Warsaw Stock Exchange: 2Q24 results NEGATIVE Budimex: 2Q24 results fully in line with the prelims NEUTRAL Benefit Systems: earnings call takeaways – supportive 2025E profitability outlook for Poland NEUTR...
- Research Team
WOOD Daily: PKO PW; CPS PW; BFT PW; GTC PW; PKN PW; HSBK LI; CEZ CP; K...
HEADLINES: • PKO BP: posts very solid 2Q24 delivery, implying upside risk for 2024E forecasts POSITIVE • Cyfrowy Polsat: 2Q24 results review – EBITDA up 8% yoy, 3% above our estimate POSITIVE • Benefit Systems: better-than-expected 2Q24 and FY24E profitability outlook revised upwards POSITIVE • GTC: 2Q24 in line, 2026 EUR 500m refinancing should be priority NEUTRAL • Orlen: 2Q24 results – in line with previous estimates NEUTRAL • Halyk Bank: 2Q24 conference call takeaways • CEZ: FinMin proposes ...
EQS-News: STS Group AG continues to grow in the first half of 2024 wit...
EQS-News: STS Group AG / Key word(s): Half Year Results/Half Year Report STS Group AG continues to grow in the first half of 2024 with increasing profitability 09.08.2024 / 07:30 CET/CEST The issuer is solely responsible for the content of this announcement. STS Group AG continues to grow in the first half of 2024 with increasing profitability Sales revenue increases by 7.0% to 153.5 mEUR (H1/2023: 143.5 mEUR) Plastics segment growth driver with a 9.9% increase in sales revenue EBITDA increased by 40.3% to 11.8 mEUR (H1/2023: 8.4 mEUR) EBITDA margin improved to 7.7% (...
EQS-News: STS Group AG wächst im ersten Halbjahr 2024 weiter mit steig...
EQS-News: STS Group AG / Schlagwort(e): Halbjahresergebnis/Halbjahresbericht STS Group AG wächst im ersten Halbjahr 2024 weiter mit steigender Profitabilität 09.08.2024 / 07:30 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. STS Group AG wächst im ersten Halbjahr 2024 weiter mit steigender Profitabilität Umsatz steigt um 7,0 % auf 153,5 Mio. EUR (H1/2023: 143,5 Mio. EUR) Segment Plastics mit einem Umsatzanstieg von 9,9 % als Wachstumstreiber EBITDA um 40,3 % auf 11,8 Mio. EUR erhöht (H1/2023: 8,4 Mio. EUR) EBITDA-Marge auf 7,7 % ...
- Research Team
WOOD Daily: EME Macro/Strategy; RICHT HB; TUPRS TI; THYAO TI; ARABIAND...
HEADLINES: • EME Macro/Strategy: how strong are the recession signals? • Richter: well-rounded 2Q24 beat vs. the consensus POSITIVE • Tupras: 2Q24 results and dividend announcement POSITIVE • Turkish Airlines: 2Q24 – RASK up 1% and CASKX up 8% yoy, driving margins lower from peak levels, as expected NEUTRAL • Arabian Drilling: 2Q24 results below expectations NEGATIVE • Air Astana Group: 2Q24 in line, but 1H24 EBIT and FCFE both down yoy, and VietJet entry into Kazakhstan a risk NEUTRAL • KazMuna...
- Jonathan Lamb
European Oil and Gas Monthly: July 2024 – refining margins up again
Benchmark refining margins rose in July, by USD 0.7/bbl, to USD 9.5/bbl, after four straight months of decline remaining about USD 1.9/bbl higher than usual for the season. Better petrol cracks were the main driver of margins and we believe that this may be temporary. Petrochemicals margins remain under pressure.
- Research Team
The Rear-View Mirror – EME markets: Greek ASE – best performer in July
EME Equity Market – July 2024 Greece the biggest winner, while Poland the clear loser in July. The MSCI EM Europe Index declined by 1.1% in EUR terms and 0.3% in USD terms in July. The Greek ASE Index posted the best performance for the month, advancing by 5.3% mom in EUR terms. There was a broadly similar performance in Hungary, Czechia and Romania (+ 2.9%, 2.7% and 2.1% mom in EUR terms, respectively). The Turkish ISE30 Index declined by 1.6% mom in EUR terms, but the clear loser was the Polis...
PEO BANK POLSKA KASA OPIEKI SA
JMT JERONIMO MARTINS SGPS S.A.
KRU KRUK S.A.
EXAE HELLENIC EXCHANGES SA
CEZ CEZ AS
KRKG KRKA D.D.
HTO HELLENIC TELECOMMUNICATIONS ORGANIZATION SA
RBI RAIFFEISEN BANK INTERNATIONAL AG
OMV OMV AG
PKO PKO BANK POLSKI S.A.
ALK ALKALOID AD SKOPJE
WIZZ WIZZ AIR HOLDINGS PLC
PZU POWSZECHNY ZAKLAD UBEZPIECZEN SPOLKA AKCYJNA
SPL SANTANDER BANK POLSKA SA
MIL BANK MILLENNIUM SA
BDX BUDIMEX S.A.
LAMDA LAMDA DEVELOPMENT S.A.
MTELEKOM MAGYAR TELEKOM TELECOMMUNICATIONS
TPS ORANGE POLSKA S.A.
MYTIL MYTILINEOS S.A.
CCC CCC SA
CCOLA COCA-COLA ICECEK A.S.
2310 SAHARA INTERNATIONAL PETROCHEMICAL COMPANY
AEGN AEGEAN AIRLINES SA
BFT BENEFIT SYSTEMS S.A. ALLOTMENT
MGROS MIGROS TICARET A.S
PGSUS.E PEGASUS HAVA TASIMACILIGI AS
APR AUTO PARTNER SA
LVC LIVECHAT SOFTWARE SA
TBCB TBC BANK JOINT STOCK CO
TPEIR PIRAEUS BANK SA
PPC PUBLIC POWER CORPORATION S.A.
OTP OTP BANK NYRT
CAR INTER CARS S.A.
ARCLK ARCELIK A.S.
THYAO TURK HAVA YOLLARI A.O.
MBR MO-BRUK S.A.
OTOEL AUTOHELLAS S.A.
VGO VIGO SYSTEM SA
WPL WIRTUALNA POLSKA HOLDING SA
SAB1L SIAULIU BANKAS
MONET MONETA MONEY BANK AS
SNP PETROM S.A.
GEB BANK OF GEORGIA
RICHT RICHTER
19XX NEPI ROCKCASTLE PLC
M MED LIFE
NLBR NLB GROUP
KAP NATIONAL ATOMIC COMPANY KAZATOMPROM
TEN TEN SQUARE GAMES
KSPI KASPI KZ
HUGE HUUUGE
4IG 4IG NYRT
PCO PEPCO GROUP NV
GPP GRUPA PRACUJ DA
ADNOCDRILL ADNOC DRILLING CO
AROBS AROBS TRANSILVANIA SOFTWARE SA
7202 ARABIAN INTERNET & COMMUNICATIONS SERVICES CO
9526 JAHEZ INTERNATIONAL CO
SHO SHOPER SA
BOROUGE BOROUGE
7203 ELM CO
NOVAL NOVAL PROPERTY
- Research Team
WOOD Daily: KRKG SV; PZU PW; PKO PW; MBR PW; RICHT HB; SNP RO; ARABIAN...
HEADLINES: • Krka: 2Q24 earnings review NEUTRAL • PZU: AGM refuses to discharge entire management board from performance of duties for 2023 • PKO BP: Supervisory Board updates its recommendations for the AGM, due to reconvene next week • Mo-BRUK: signs PLN 9m contract for ecological bomb decommissioning in Katowice NEUTRAL • Richter: EMA accepts Denosumab submission NEUTRAL • OMV Petrom: 2Q24E results preview (due on 30 July) NEUTRAL • Arabian Drilling: 2Q24E results preview (due on 4 August) NE...
- Research Team
WOOD Daily: SHO PW; PZU PW; NLBR SV; ADNOCDRI UH; MIL PW; BFT PW
HEADLINES: • Shoper: shifting into a higher gear (upgraded to BUY) • PZU: AGM due to be reconvened on 18 July NEGATIVE • NLB Group: Addiko takeover offer increased to EUR 22.0/share NEUTRAL • ADNOC Drilling: Enersol JV to make new acquisition NEUTRAL • Bank Millennium: 2Q24E preview (due on 26 July, after the close) • Benefit Systems: 2Q24E adjusted EBITDA up 23% yoy, headlines affected by PLN 45m ESOP cost (due on 21 August)
- Research Team
WOOD Daily: European Oil and Gas Monthly; HUG PW; TEN PW; PL Homebuild...
HEADLINES: • European oil and gas monthly: June 2024 – refining margins continue down • Huuuge Games: 2Q24 bookings estimate down 7% qoq NEUTRAL • Ten Square Games: 2Q24 booking estimate down by a limited 3% qoq, slightly better than expected • Polish homebuilders: government to present subsidy plan after the summer • Sipchem: signs contract for EVA plant expansion NEUTRAL • Coca-Cola Icecek: BoD decides to raise paid-in capital by 1,000% bonus issue NEUTRAL
- Jonathan Lamb
European Oil and Gas Monthly: June 2024 – refining margins continue do...
Benchmark refining margins retreated again in June, by USD 1.9/bbl to USD 9.5/bbl, remaining about USD 1.4/bbl higher than is usual for the season. The decline was due to weaker petrol cracks, driven by increases in supply, we believe. There was little to report in petrochemicals, with margins mostly flat or down slightly.
- Research Team
WOOD Daily: PL Macro; NRP NA; TXT PW; MIL PW; APR PW; PL Telecoms; ELM...
HEADLINES: • Poland macro: NBP on a protracted hold • NEPI Rockcastle: sells Promenada Novi Sad in Serbia for EUR 177m POSITIVE • Text: key takeaways from the 1Q24-25 preliminary earnings call POSITIVE • Bank Millennium: to book PLN 518m of FX mortgage saga provisions in 2Q24E NEUTRAL • Auto Partner: June sales growth at 11% yoy, below our expectations NEGATIVE • Polish telecoms: mobile number portability in 2Q24 NEUTRAL • Elm: announces resignation of CEO and new CEO appointment NEUTRAL • Greek...
- Research Team
WOOD Daily: TXT PW; MOH GA; ADNOCDRI UH; KRKG SV
HEADLINES: • Text: 1Q24-25 (calendar 2Q24) preliminary results – USD 22.6m preliminary cash flow (up 12% yoy, 4% qoq) POSITIVE • Motor Oil Hellas: to sell EUR 18.2m worth of Ellaktor shares (ELLAKTOR GA), as Reggeborgh exercises call option POSITIVE • ADNOC Drilling: awarded USD 733m contract for three new rigs POSITIVE • Krka: 2018 appeal against EU perindopril anticompetition case overturned NEUTRAL • Short News (HTO)
- Research Team
WOOD Daily: BFT PW; WIZZ LN; HUG PW; TEN PW; Rear-View Mirror – EME ma...
HEADLINES: • Benefit Systems: card base in Poland contracts slightly further mom in June NEGATIVE • Wizz Air: flat capacity yoy in June NEGATIVE • Huuuge Games: June bookings estimate down 8% mom, but flat in core titles NEUTRAL • Ten Square Games: June bookings estimate flat mom, slight downward pressure in flagship games NEUTRAL • The Rear-View Mirror – EME markets: another positive month for most EME indices • Orange Polska: 2Q24E – 2% yoy EBITDAaL growth expected (due on 23 July) • Short New...
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