reports
- Oleg Galbur
- Baptiste Salaville
- Bruno Cavalier
- Emmanuel Matot
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
RNO RENAULT SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
LI KLEPIERRE SA
COV COVIVIO SA
EO FAURECIA SA
GFC GECINA SA
SSAB A SSAB AB CLASS A
NXI NEXITY SA CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
DAI DAIMLER AG
FLY SOCIETE FONCIERE LYONNAISE SA
GYC GRAND CITY PROPERTIES SA
POM PLASTIC OMNIUM SE
MERY MERCIALYS SA
TYRES NOKIAN RENKAAT OYJ
EL ESSILORLUXOTTICA SA
OMV OMV AG
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
BRBY BURBERRY GROUP PLC
KOF KAUFMAN & BROAD SA
KER KERING SA
ALTA ALTAREA SCA
VNA VONOVIA SE
SDF K+S AG
FR VALEO SE
XIOR XIOR STUDENT HOUSING N.V.
VOW3 VOLKSWAGEN AG PREF
ICAD ICADE SA
01913 PRADA S.P.A.
GLB GLANBIA PLC
IDIP INSTITUT DE DEVELOPPEMENT INDUSTRIEL SCA
COFB COFINIMMO SA
SOI SOITEC SA
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
PSPN PSP SWISS PROPERTY AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
CIE CIE AUTOMOTIVE S.A.
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
MONC MONCLER SPA
CPINV CARE PROPERTY INVEST SA
SSO SCATEC ASA
ARG ARGAN SA
VGP VGP NV
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
LRE LAR ESPANA REAL ESTATE SOCIMI SA
COFA COFACE SA
MERLIN MERLIN PROPERTIES SOCIMI S.A.
AXS ACCSYS TECHNOLOGIES
RACE FERRARI NV
DKG DEUTSCHE KONSUM REIT-AG
IDR INDRA SISTEMAS S.A. CLASS A
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
PIRC PIRELLI & C. S.P.A.
JST JOST WERKE AG
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
GEST GESTAMP AUTOMOCION S.A.
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
WDP WAREHOUSES DE PAUW SCA
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
STLA STELLANTIS N.V.
ECMPA EUROCOMMERCIAL PROPERTIES NV
CTPNV CTP NV
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
SHUR SHURGARD SELF STORAGE LIMITED
ALIV SDB AUTOLIV INC.
BRE BREMBO S.P.A.
- Research Team
WOOD Daily: ARCLK TI; EME Macro/Strategy Weekly; YKBNK TI; PL TMT; PZU...
HEADLINES: • Arcelik: 4Q24 results – a mixed bag NEUTRAL • EME Macro/Strategy: macro all-in-one (27 January-2 February) • Yapi Kredi: 4Q24 results and 2025E guidance highlights NEUTRAL • Polish TMT: Cyfrowy Polsat sells 10% stake in Asseco Poland for PLN 85/share POSITIVE • PZU: acting CEO Klesyk holds first capital markets conference • Richter: AbbVie’s 2025 Vraylar guidance USD 3.5bn, 8% below the consensus NEGATIVE • OMV: may acquire Nova Chemicals, with ADNOC (Borouge) POSITIVE • Piraeus Fin...
- Wedbush Research
W WAYFAIR INC.
KMX CARMAX INC.
XNCR XENCOR INC.
XENE XENON PHARMACEUTICALS INC
WSM WILLIAMS-SONOMA INC.
VYGR VOYAGER THERAPEUTICS INC.
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
RARE ULTRAGENYX PHARMACEUTICAL INC.
NVCR NOVOCURE LTD.
NBIX NEUROCRINE BIOSCIENCES INC.
MNRO MONRO INC
LOW LOWE'S COMPANIES INC.
KURA KURA ONCOLOGY INC.
INTC INTEL CORPORATION
HURN HURON CONSULTING GROUP INC.
HD HOME DEPOT INC.
GPC GENUINE PARTS COMPANY
GME GAMESTOP CORP. CLASS A
GERN GERON CORP.
FATE FATE THERAPEUTICS INC
DKS DICK'S SPORTING GOODS INC.
CTMX CYTOMX THERAPEUTICS INC.
BPMC BLUEPRINT MEDICINES CORP.
BMRN BIOMARIN PHARMACEUTICAL INC.
BIIB BIOGEN INC.
BBY BEST BUY CO. INC.
AZO AUTOZONE INC.
ASND ASCENDIS PHARMA A/S SPONSORED ADR
ARDX ARDELYX INC
AAP ADVANCE AUTO PARTS INC.
CDR CD PROJEKT S.A.
FRX_CN FENNEC PHARMACEUTICALS
7974 NINTENDO CO. LTD.
EA ELECTRONIC ARTS INC.
ORLY O'REILLY AUTOMOTIVE INC.
CVCO CAVCO INDUSTRIES INC.
FND FLOOR & DECOR HOLDINGS INC. CLASS A
CVNA CARVANA CO. CLASS A
ANAB ANAPTYSBIO INC.
ARGX ARGENX ADS
MRSN MERSANA THERAPEUTICS
ISR ISORAY
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
APLS APELLIS PHARMACEUTICALS
DNLI DENALI THERAPEUTICS INC
RCUS ARCUS BIOSCIENCES
PRPL PURPLE INNOVATION
TSEM TOWER SEMICONDUCTOR LTD
SRRK SCHOLAR ROCK HOLDING CORPORATION
KNSA KINIKSA PHARMACEUTICALS
REPL REPLIMUNE GROUP
ARVN ARVINAS HOLDING
YMAB Y-MABS THERAPEUTICS
STRO SUTRO BIOPHARMA
STOK STOKE THERAPEUTICS
IGMS IGM BIOSCIENCES
SWTX SPRINGWORKS THERAPEUTICS
PFSI PENNYMAC FINANCIAL SERVICES INC.
ASO ACADEMY SPORTS AND OUTDOORS
KROS KEROS THERAPEUTICS
ITOS ITEOS THERAPEUTICS
LRMR LARIMAR THERAPEUTICS INC
PRAX PRAXIS PRECISION MEDICINES
U UNITY SOFTWARE
TVTX TRAVERE THERAPEUTICS INC
VRDN VIRIDIAN THERAPEUTICS INC
RBLX ROBLOX
DAWN DAY ONE BIOPHARMACEUTICALS INC
ELEV ELEVATION ONCOLOGY
OMGA OMEGA THERAPEUTICS
APP APPLOVIN CORP
ATXS ASTRIA THERAPEUTICS INC
PAY PAYMENTUS HLDGS INC
AVTE AEROVATE THERAPEUTICS INC
GFS GLOBALFOUNDRIES INC
GMTX GEMINI THERAPEUTICS INC
CINT CI&T INC
VIGL VIGIL NEUROSCIENCE INC
TYRA TYRA BIOSCIENCES INC
EWTX EDGEWISE THERAPEUTICS INC
DDI DOUBLEDOWN INTERACTIVE CO LTD
APGE APOGEE THERAPEUTICS INC
EMBRAC B EMBRACER GROUP AB
PLTK-US PLAYTIKA
SKLZ-US SKILLZ INC
RH-US RESTORATION HARDWARE INC.
PASG-US PASSAGE BIO
- Alicia Reese
- Kade Barr
- Michael Pachter
- Jonathan Lamb
WOOD Flash – Global oil and gas: uh-oh, Canada – the oil markets and p...
This weekend (1-2 February), the US government may impose 25% tariffs on all Canadian goods entering the US. It may seem of little consequence from our perspective, but we believe that it could have a significant impact on the global oil and refining markets. Canada produces 5m barrels of oil per day and exports 80% to the US. About 25% of all crude oil processed in the US is from Canada. The trade was worth approximately USD 100bn in 2024. The oil is too heavy for most global refineries and the...
- Research Team
WOOD Daily: Türkiye macro; Uzbekistan macro; PGE PW; BFT PW; PGE PW
HEADLINES: • Türkiye macro: CBT cuts again, signalling potentially deeper reductions • Uzbekistan macro: CBU keeps the policy rate unchanged at 13.5% • PGE: PLN 7.5bn write-down in conventional generation to be recognised in the FY24 results NEUTRAL • Benefit Systems: new bond issue programme of up to PLN 1bn; first tranche considered in 1H25 NEUTRAL • PGE: potentially buying 100% of PAK CCGT and a 50% stake in PGE PAK Energia Jądrowa from ZE PAK NEGATIVE • Short News (CDR)
CD Projekt S.A.: 1 director
A director at CD Projekt S.A. sold 223,520 shares at 216.240PLN and the significance rating of the trade was 67/100. 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 clear...
- Research Team
WOOD Daily: ELM AB; TEN PW; WPS LN; PZU PW; CCC PW; JMT PL
HEADLINES: • Elm: signs an agreement to acquire Thiqah for SAR 3.4bn POSITIVE • Ten Square Games: Investor Day takeaways NEUTRAL • Eurowag: solid 4Q24 results but slow growth and higher capex in 2025E NEGATIVE • PZU: appoints Andrzej Klesyk to the supervisory board • CCC: 4Q24E prelims preview - we expect 82% yoy EBITDA growth (due on 10 February, TBC) • Jeronimo Martins: 4Q24E results preview – we expect 2% yoy EBITDA erosion (due on 19 March)
- Research Team
WOOD Daily: MBK PW; RICHT HB; BDX PW; 11B PW; EME Strategy
HEADLINES: • mBank: issues 4Q24E and 2024E guidance NEUTRAL • Richter: US Medicare to negotiate Vraylar prices starting 2027 NEGATIVE • Budimex: PLN 1.05bn lawsuit against the consortium that constructed Turów power plant unit NEUTRAL • 11 bit studios: new publishing agreement with The Outer Zone NEUTRAL • EME Strategy: OFEs' 2024 annual holdings
- Stephane Foucaud
AUCTUS ON FRIDAY - 17/01/2025
AUCTUS PUBLICATIONS ________________________________________ Corcel (CRCL LN)C; Target price of 1.00p per share: Initiating Coverage - Corcel is a ~£6 mm market cap AIM-listed E&P company focused on Portuguese-speaking Angola and Brazil. It offers a unique exposure to the prolific Kwanza onshore basin in Angola which reopened to international companies in 2021. Corcel is also building a portfolio of mature onshore producing assets in Brazil. The key asset in Angola is the KON-16 licence, which C...
FP TOTAL SE
EQNR EQUINOR ASA
GPRK GEOPARK
MSMN MOSMAN OIL AND GAS
OMV OMV AG
PXT PAREX RESOURCES INC.
REP REPSOL SA
SEI. SINTANA ENERGY
DNO DNO ASA CLASS A
MATD PETRO MATAD
XOM EXXON MOBIL CORPORATION
ANGS ANGUS ENERGY
OKEA OKEA
BWE BW ENERGY
CRCL CORCEL
TAL PETROTAL (TAL)
SEAPT NO SEACREST PETROLEO BERMUDA - SEAPT NO
PLSR PULSAR HELIUM INC.
- Research Team
WOOD Daily: KRU PW; MYTIL GA; PL Macro; PEO PW; HUG PW; GPP PW; GPP PW...
HEADLINES: • Kruk: 2025-29E strategy – ambitious, and sees further growth of earnings, assisted by high ROEs POSITIVE • Metlen Energy & Metals: EUR 0.3bn capex plan to boost alumina capacity by 50% and produce gallium as well POSITIVE • Poland macro: NBP keeps rates unchanged, as expected • Bank Pekao: to add PLN 370m of FX mortgage provision charges, shielded by PLN 103m of deferred tax asset recognition; positive change in NPL stock NEUTRAL • Huuuge Games: USD 3.5m impairment of investment in ...
- Research Team
WOOD Daily: PCO PW; RO Macro; MTELEKOM HB; VGO PW; BDX PW; CDR PW; ASE...
HEADLINES: • Pepco Group: 1Q25 revenues 6% short of the consensus, on weak Poundland; Pepco lfl back in the black NEGATIVE • Romania macro: NBR extends the pause • Magyar Telekom: to implement 3.7% annual inflation-based fee adjustment from April 2025 POSITIVE • VIGO Photonics: 4Q24 sales up 10% yoy, to PLN 24.1m POSITIVE • Budimex: 4Q24E EBIT guidance below our expectations, but in line with the consensus; strong backlog NEUTRAL • CD Projekt: approves new dividend policy, assuming payout of at ...
- Research Team
WOOD Daily: JMT PL; BELA GA; HU Macro; RO Macro; PGSUS TI; RICHT HB
HEADLINES: • Jeronimo Martins: 4Q24 trading statement slightly ahead of our expectations; lfl at Biedronka recovers to +1.1% POSITIVE • Jumbo: top-line growth slows to 2% in December, but still up 6.3% yoy in 2024, as expected NEUTRAL • Hungary macro: inflation jumps, MoF reiterates commitment to fiscal prudence • Romania macro: inflation surprises to the upside again • Pegasus Airlines: strong December traffic POSITIVE • Richter: announces positive top-line results for tocilizumab POSITIVE
- Research Team
WOOD Daily: CCOLA TI; OMV AV; SNP RO; MBR PW; EME Macro/Strategy Weekl...
HEADLINES: • Coca-Cola Icecek: announces 4Q24 volume data and 2025E guidance POSITIVE • OMV: 4Q24 trading statement NEUTRAL • OMV Petrom: 4Q24 trading statement NEUTRAL • Mo-BRUK: interview with the CEO NEUTRAL • EME Macro/Strategy: macro all-in-one (6-12 January)
- Research Team
WOOD Daily: PKN PW; HUG PW; APR PW
HEADLINES: • Orlen: strategy update 2035 – evolution, rather than revolution NEUTRAL • Huuuge Games: collective redundancies to reduce end-2024 headcount by c.28% POSITIVE • Auto Partner: December sales growth at a limited 6% yoy, well below our expectations NEGATIVE
- Research Team
WOOD Daily: PBK RO; THYAO TI; MIL PW; HUG PW
HEADLINES: • Patria Bank: making progress, but still some way to go (stays HOLD) • Turkish Airlines: 8% ASK growth in 2024 NEUTRAL • Bank Millennium: to book PLN 483m of FX mortgage saga provisions in 4Q24E NEUTRAL • Huuuge Games: 4Q24 bookings up 7% qoq NEUTRAL
- Research Team
WOOD Daily: TXT PW; TEN PW; PL Telecoms; PL Media; JMT PL
HEADLINES: • Text: key takeaways from the 3Q24-25 preliminary earnings call NEGATIVE • Ten Square Games: 4Q24 bookings down by 2% qoq, slight miss vs. our expectations NEUTRAL • Polish telecoms: mobile number portability in 4Q24 NEGATIVE • Polish media: CPS audience share at 22.72%, while WP TV at 0.72% in December 2024 NEUTRAL • Jeronimo Martins: 4Q24E trading update preview – 5% yoy sales growth expected (due on 14 January) NEUTRAL
- Jonathan Lamb
European Oil and Gas Monthly: December 2024
Average crude oil prices changed little in December, after production increases and perceived weakness in demand pushed prices down in November. The WOOD benchmark margin remains above average, despite reaching its lowest level in 2024, after declining by USD 0.7/bbl. Petrochemicals remains in the doldrums, with some product groups marginally better and others marginally worse.
- Wedbush Research
SHOP SHOPIFY INC.
MTB M&T BANK CORPORATION
UBI UBISOFT ENTERTAINMENT SA
WSM WILLIAMS-SONOMA INC.
WDC WESTERN DIGITAL CORPORATION
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
PEGA PEGASYSTEMS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
NRZ NEW RESIDENTIAL INVESTMENT CORP.
MU MICRON TECHNOLOGY INC.
MELI MERCADOLIBRE INC.
INTC INTEL CORPORATION
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
GME GAMESTOP CORP. CLASS A
GERN GERON CORP.
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EGP EASTGROUP PROPERTIES INC.
EBAY EBAY INC.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
CAKE CHEESECAKE FACTORY INCORPORATED
AXTI AXT INC.
CDR CD PROJEKT S.A.
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
CMA COMERICA INCORPORATED
EA ELECTRONIC ARTS INC.
SE SEA ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
U UNITY SOFTWARE
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
WOOF PETCO HEALTH AND WELLNESS
RBLX ROBLOX
XMTR XOMETRY
STX INC.
APP SEAGATE TECHNOLOGY HLDGS PLC
ARHS APPLOVIN CORP
GFS ARHAUS INC
YOU GLOBALFOUNDRIES INC
EWTX CLEAR SECURE INC
DDI EDGEWISE THERAPEUTICS INC
STRW DOUBLEDOWN INTERACTIVE CO LTD
EMBRAC B STRAWBERRY FIELDS REIT INC.
CART EMBRACER GROUP AB
SMCI-US MAPLEBEAR INC.
WAL-US SUPER MICRO COMPUTER
PLTK-US INC.
SKLZ-US WESTERN ALLIANCE BANCORPORATION
TTD-US PLAYTIKA
RUM-US SKILLZ INC
RH-US THE TRADE DESK
INC.
RUMBLE INC.
RESTORATION HARDWARE INC.
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