reports
- Research Team
WOOD Daily: KSPI US; KTY PW; LOGO TI; WIZZ LN; AUG1L LH
HEADLINES: • Kaspi.kz: stock down 17% yesterday on report by short seller Culper • Kety: 3Q24 preliminary results close to our expectations NEUTRAL • Logo Yazilim: CMC approves cancellation of treasury shares POSITIVE • Wizz Air: 24-hour strike called for 24 September by third-party Italian union • AUGA Group: coverage discontinued • Short News (CEZ)
- Rafael Bonardell
IAG: NUEVAS OPCIONES DE M&A (ANÁLISIS BANCO SABADELL)
Nuevas opciones de M&A. Ajustamos P.O. hasta 3,00 euros/acc. SOBREPONDERAR Tras no salir adelante la compra de Air Europa (AE) en el corto plazo está TAP Portugal, a la que IAG ya ha guiñado el ojo. Creemos que tiene sentido estratégico principalmente por su posicionamiento en LatAm (cuota de mercado c. 7%; con menores solapamientos vs AE) y porque ahonda en la concentración del sector y además se generan sinergias (entre 250-600 M euros BS(e)). El éxito de la operación dependerá de las condicio...
- Research Department
IBERIAN DAILY 16 SEPTEMBER (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: GRIFOLS, IAG, NATURGY. Stock markets rallied last week Stock markets ended with gains on both sides of the Atlantic last week, recovering part of the latest corrections and trying to return to the highs hit thanks to cyclical and growth sectors. The Ibex35 led gains last week, hitting new annual highs above 11,500 points. Thus, in the STOXX 600 most sectors closed with gains, led by Technology and Retail, with Autos and Consumer Goods being the only sectors ending in negative terr...
- Research Department
INFORME DIARIO 16 SEPTIEMBRE (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: GRIFOLS, IAG, NATURGY. EUROPA: ENI. Semana de rebote en las bolsas Las bolsas europeas terminaron la semana pasada con avances a ambos lados del Atlántico, recuperando parte de las últimas caídas y buscando volver a su zona de máximos de la mano de los cíclicos y el growth. El Ibex 35 lideró las subidas de la semana, marcando nuevos máximos anuales por encima de los 11.500 puntos. Así, en el STOXX 600 mayoría de ganancias en los sectores, lideradas ...
Deutsche Lufthansa AG: 1 director
A director at Deutsche Lufthansa AG sold 10,000 shares at 5.900EUR 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 cl...
Director/PDMR Shareholding
easyJet plc (EZJ) Director/PDMR Shareholding 11-Sep-2024 / 14:00 GMT/BST easyJet plc (the “Company”) Director/PDMR Shareholding 11 September 2024 On 11 September 2024 the Company was notified by Equiniti Share Plan Trustees Limited (the "Trustee"), as the Trustee of the easyJet plc Share Incentive Plan (the "Plan"), that on 10 September 2024 it had purchased ordinary shares of 27 2/7 pence each in the Company on behalf of the persons discharging managerial responsibility set out in the table below. The Plan is an HM Revenue and Customs approved plan under which emplo...
- Carole Braudeau
- Carole Braudeau
- 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
- Carole Braudeau
- Carole Braudeau
- Mateo Salcedo
Lufthansa : Starting coverage of the two new bonds with a Neutral reco...
Lufthansa has successfully priced its new 4Y and 8Y bonds at a yield of 3.732% (coupon of 3.625% priced at 99.609 or MS+123bps) and 4.125% (priced at par, or MS+163bps), respectively. Both bonds were priced tighter than their IPTs of MS+155bps for the 4Y bond and of MS+195bps for the 8Y bond. Although the recently issued bonds offer a premium of 20-30bps against the existing bonds and the comparable universe, we initiate coverage with a Neutral recommendation on both bonds. We re...
- Mateo Salcedo
Lufthansa : Starting coverage of the two new bonds with a Neutral reco...
Lufthansa has successfully priced its new 4Y and 8Y bonds at a yield of 3.732% (coupon of 3.625% priced at 99.609 or MS+123bps) and 4.125% (priced at par, or MS+163bps), respectively. Both bonds were priced tighter than their IPTs of MS+155bps for the 4Y bond and of MS+195bps for the 8Y bond. Although the recently issued bonds offer a premium of 20-30bps against the existing bonds and the comparable universe, we initiate coverage with a Neutral recommendation on both bonds. We re...
- Carole Braudeau
- Carole Braudeau
Wizz Air Holdings: 1 director
A director at Wizz Air Holdings bought 13,350 shares at 1,273p and 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 the last two years clearl...
- Research Team
WOOD Daily: ESLT IT; AQ RO; IGN1L LH; DIGI RO; ETEL EY; PL Macro; RO M...
HEADLINES: • Elbit Systems: 2Q24 results – strong growth, and improved cash flows and margins POSITIVE • Aquila Part Prod Com S.A.: earnings remain on target for FY24E POSITIVE • Ignitis Group: raises FY24E adjusted EBITDA guidance after the 2Q24 results POSITIVE • DIGI Communications: key takeaways from the 2Q24 earnings call NEUTRAL • Telecom Egypt: key takeaways from the 2Q24 earnings call NEUTRAL • Poland macro: flash GDP surprises positively • Romania macro: 2Q GDP flash estimate underperfo...
Director/PDMR Shareholding
easyJet plc (EZJ) Director/PDMR Shareholding 13-Aug-2024 / 14:00 GMT/BST easyJet plc (the “Company”) Director/PDMR Shareholding 13 August 2024 On 13 August 2024 the Company was notified by Equiniti Share Plan Trustees Limited (the "Trustee"), as the Trustee of the easyJet plc Share Incentive Plan (the "Plan"), that on 12 August 2024 it had purchased ordinary shares of 27 2/7 pence each in the Company on behalf of the persons discharging managerial responsibility set out in the table below. The Plan is an HM Revenue and Customs approved plan under which employees in t...
- Carole Braudeau
- Carole Braudeau
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.