AT: Energy - Excess profit taxes become more likely (negative) AT: OMV - Fitch Ratings confirms OMV's rating at A- (neutral) CEE: Banks - Citi plans to leave Russia completely EU: Telecom - Renewed talks about contributions from internet giants for network expansion (positive) HU: Banks - Risks from the MNB's emergency rate hike to 18% (negative) PL: Banks - Bank Handlowy's profit warning on loss in treasury business in Q3 (negative) PL: Insurance - MTPL prices continued to decli...
AT: Andritz - Andritz received wheel treatment line order (neutral) AT: UNIQA - Update on complaint for damages resulting from Infinus investor claims filed against UNIQA (negative) CEE: Banks - UniCredit and Societe Generale disclose details around their respective Russia operations together with Q1 22 results CZ: Komercni Banka - Q1 22 earnings meeting expectations and by 13% topping RBIe / 2022 guidance slightly modified due to new environment but in essence confirmed (neutral) PL:...
CZ: Moneta Money Bank - Moneta agrees with PPF Group on amended structure of AirBank deal PL: Banks - Regulator mulls imposing capital buffer in floating rate mortgages (negative) RU: Magnit - VTB disposed of its stake in Magnit (neutral)
AT: Andritz - Andritz received significant, high triple-digit pulp mill order (positive) AT: AT&S - Top-line guidance upgrade, but somewhat disappointing adj. EBITDA margin (positive) AT: CA Immo - Core shareholder Starwood calls for special dividends totalling EUR 5 per share (positive) AT: PORR - Company completed capital increase AT: Verbund - Q3 results above expectations on stronger short-term pricing, network results beat, FY guidance confirmed (positive) CZ: Komercni Banka - Q...
EU: Utilities - EU Commission to present measures against increasing energy prices today (neutral) AT: AT&S - Apple rumoured to cut iPhone 13 production target by 10 mn on supply chain shortage (negative) AT: BAWAG Group - Pre earnings Q3 call with the management (neutral) AT: Flughafen Wien - September passenger numbers at 53% of 2019 levels (positive) AT: Frequentis - Frequentis and Airbus selected for phase III of the European Broadway interoperable broadband PPDR communication syst...
Full Article at IIR has reaffirmed its Recommended rating for PIA after undertaking a review post the appointment of a new Portfolio Manager, Harding Loevner. The full report can be found on the IIR website. On 26 July 2021, Pengana International Equities Limited (PIA) announced a fully franked dividend of 1.35 cents per share for the June quarter. This represents an 8% increase on the March quarter dividend and takes the total dividends declared for FY21 of 5.1 cents per share, fully franked....
AT: AT&S - Strong top-line news flow from chipmakers (positive) PL: Bank Pekao SA - Ready to pay a dividend from 2019/20 earnings, no further forced M&A deals (neutral) PL: Covid-19 - Current restrictions rumoured to be extended to end-Jan (negative)
AT: Frequentis - B&C increased stake above the 10% threshold (neutral) AT: Oesterreichische Post - 3Q 20 operating numbers in line with RCB, above consensus, slightly adapted FY 20 outlook (neutral) PL: Eurocash - 3Q 20 results broadly in line with RCB and consensus estimates (neutral) PL: Getin Noble Bank - 3Q net loss lower than expected (neutral) RO: Banca Transilvania - 3Q 20 net profit declined by 5% qoq due to lower gains from AFS portfolio (negative) RO: Digi Communications - ...
Conferences calendar … 2 Large-cap companies news … 3PZU: No plans to sell Alior Bank stakeBanks: Factoring volume remains flat yoy in 1-3Q20Banks: Leasing declines by 15% yoy in 1-3Q20 Small- and mid-cap companies news … 4Asseco BS: 3Q20 results released – flattish yoy throughout theincome statement, moderately topping the expectationsGetin Noble: Fine for offering GetBack bondsIdea Bank: Getin Holding will not comply with watchdog requestVindexus: Rockbridge goes below 5% thresholdVindexus: ...
Conferences calendar … 2 Large-cap companies news … 3Banks: 3Q20E results’ preview summaryCD Projekt: Cyberpunk 2077 - pre-release updateEurocash: Tax liabilities reduced by PLN 35 millionNon-banking lenders: Press on situation in the industryDebt collectors: Commissioner for human rights wants changesto the lawBanks: BIK data for loan salesBanks: Deposit market prospectsBanks: Rising share of T-bonds in assetsSantander BP: 3Q20E results’ preview – income side suffers froma decline in NIIMillen...
AT: Andritz - Scheduled expiry of share buyback programme (neutral) AT: Flughafen Wien - Austrian Airlines to further reduce capacity in winter schedule (negative) AT: UBM - Sale of residential project in Vienna (positive) HR: Valamar Riviera - Loan agreements concluded with club of banks (neutral) PL: Banks - Banking Sector data for August published by NBP (neutral) PL: Tauron - Tauron is considering issuing bonds of up to PLN 1 bn with a potential participation of EBRD (neutral) ...
Headlines Large-cap companies news … 2 PKN Orlen: Green bonds worth EUR 500 million to be issued Eurocash: UOKIK raise doubts over failure to duly account for services payments collected from suppliers Tauron: PLN 1 billion bond issue CD Projekt: Cyberpunk 2077 has gone gold Utilities: Strategy for heat sector in 1Q21 Utilities: Strategy for energy sector by the end of 2020 Banks: Financial Stability Committee afraid of credit crunch Banks: Takeover of Bank Nowy BFG in the cards? Small...
AT: Lenzing - Lenzing further improved ISS rating to top 10% rating B- in Paper and Forest Products (neutral) EU: Banks - EU bank regulators moving closer to lift the dividend ban for 2021 (neutral) HU: MOL - MOL completes HUF 36.6 bn bond issuance (neutral) PL: Bank Pekao - Rumours about management changes (negative) PL: Banks - GNB and Idea Bank major shareholder Leszek Czarnecki facing arrest (negative) PL: Play Communications - Iliad to buy Play for PLN 39 per share (positive) ...
ATX indices review - FFF changes in IMMOFINANZ, EVN; ATX five: add: Wienerberger; del BAWAG Group CECE index review - Add: BIF, Graphisoft Park, Play Communications; Del: Appeninn, PGE FTSE Index Sept review - AllWorld (ML) add: Banca Transilvania; del: mBank, Russneft; AllCap (SML) add: Mayr-Melnhof, Petropavlovsk; del: Kapsch TrafficCom; TotalCap (Micro+SML) add: Marinomed, Getin Noble Bank; M->L: InterRAO; L->M: OMV, Erste Group; STOXX Europe 600 Index review - Dino to be added WIG20/WIG30 in...
AT: Flughafen Wien - August passenger numbers at 25% of last year's level (neutral) PL: Banks - Getin Noble Bank's 2Q net loss higher than expected (negative) PL: Lotos - Higher oil production at B3 field in Poland as a result of workouts (neutral) RU: Alrosa - August sales reached USD 216 mn (positive) RU: Gazprom - Capex for gas business to be reduced by RUB 150 bn as a part of previously announced optimisation program for 2020e (neutral) CEE Macro Daily
 FTSE Index Sept review - AllWorld (ML) add: Banca Transilvania; del: mBank, Russneft; AllCap (SML) add: Mayr-Melnhof, Petropavlovsk; del: Kapsch TrafficCom; TotalCap (Micro+SML) add: Marinomed, Getin Noble Bank; M->L: InterRAO; L->M: OMV, Erste Group;  AT: voestalpine - Restart of small BF at Linz plant in early September (neutral)  CH: Aluflexpack - 1H results live up to RCBe, FY 20 guidance of sales of EUR 220-230 mn and adj. EBITDA of EUR 32-35 mn confirmed (neutral)  PL: Lotos -...
Headlines Large-cap companies news … 2 Play: Cell towers to be put on sale? Cyfrowy Polsat: PLN 1.00 DPS to be voted by AGM on July 23 CD Projekt: AGM called on July 28 mBank: An appeal against suspension of installments Banks: Growth of CHF court cases at 400% yoy in April in Warsaw jurisdiction Banks: Industry insiders on the outlook Banks: PLN mortgages also threatened by lawsuits? Banks: Estimates of credit vacations numbers coming from the new bill Small- and mid-cap companies new...
Headlines Conferences calendar … 2 Large-cap companies news … 3 CD Projekt: Cyberpunk 2077 debut delayed by nine weeks to November 19 PKN Orlen, Lotos: Orlen will say no to another extension of deadline for reviewing Lotos merger by EC Alior: Court annuls PFSA penalty in W Investment cases Banks: MPC discussion of impact of low IRs on the banking system Banks: PM on the banking levy Banks: Mortgage support fund still unpopular Banks: BIK data on mortgage sales – similar yoy declines in ...
Headlines Large-cap companies news … 2 LPP: Germany’s business restructuring mBank: Court grants ability to withdraw from interest payments for group of borrowers in a class-action suit Banks: Planet cash decides on introducing caps to cash withdrawals Small- and mid-cap companies news … 3 Medicalgorithmics: Sales in May; up 20% mom, down 21% yoy Inter Cars: Expected sales recovery in June; FY20 results subject to the bonuses IPF: Short-term outlook Pocztowy: AGM adjourned, selects supe...
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