reports
- Bruno Cavalier
- Konrad Zomer
REL RELX PLC
PEO BANK POLSKA KASA OPIEKI SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
TKA TELEKOM AUSTRIA AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EBS ERSTE GROUP BANK AG
CEZ CEZ AS
EVN EVN AG
MMK MAYR-MELNHOF KARTON AG
EL ESSILORLUXOTTICA SA
OMV OMV AG
PKO PKO BANK POLSKI S.A.
BRBY BURBERRY GROUP PLC
KER KERING SA
VOE VOESTALPINE AG
VER VERBUND AG CLASS A
01913 PRADA S.P.A.
POS PORR AG
MIL BANK MILLENNIUM SA
LNZ LENZING AG
CAI CA IMMOBILIEN ANLAGEN AG
PAL PALFINGER AG
WIE WIENERBERGER AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
SEM SEMPERIT HOLDING AG
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
UBS UBM DEVELOPMENT AG
CCC CCC SA
MONC MONCLER SPA
OTP OTP BANK NYRT
PYT POLYTEC HOLDING
ZAG ZUMTOBEL GROUP AG
POST OSTERREICHISCHE POST AG
ANDR ANDRITZ AG
STR STRABAG SE
BC BRUNELLO CUCINELLI S.P.A.
ALR ALIOR BANK SA
CFR COMPAGNIE FINANCIERE RICHEMONT SA
FLU FLUGHAFEN WIEN AG
FACC FACC AG
TLV BANCA TRANSILVANIA S.A.
TRP TERAPLAST
SNP PETROM S.A.
MOL MOL HUNGARIAN OIL & GAS PLC CLASS A
AMAG AMAG AUSTRIA METALL AG
AGR AGRANA BETEILIGUNGS-AG
ADYEN ADYEN NV
FQT FREQUENTIS AG WIENER
NLBR NOVA LJUBLJANSKA BANKA DD LJUBLJANA
WINE PURCARI WINERIES PCL
CTPNV CTP NV
TTS TRANSPORT TRADE SVCS
AQ AQUILA PART PROD COM
- Bruno Cavalier
- Konrad Zomer
REL RELX PLC
PEO BANK POLSKA KASA OPIEKI SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
TKA TELEKOM AUSTRIA AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EBS ERSTE GROUP BANK AG
CEZ CEZ AS
EVN EVN AG
MMK MAYR-MELNHOF KARTON AG
EL ESSILORLUXOTTICA SA
OMV OMV AG
PKO PKO BANK POLSKI S.A.
BRBY BURBERRY GROUP PLC
KER KERING SA
VOE VOESTALPINE AG
VER VERBUND AG CLASS A
01913 PRADA S.P.A.
POS PORR AG
MIL BANK MILLENNIUM SA
LNZ LENZING AG
CAI CA IMMOBILIEN ANLAGEN AG
PAL PALFINGER AG
WIE WIENERBERGER AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
SEM SEMPERIT HOLDING AG
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
UBS UBM DEVELOPMENT AG
CCC CCC SA
MONC MONCLER SPA
OTP OTP BANK NYRT
PYT POLYTEC HOLDING
ZAG ZUMTOBEL GROUP AG
POST OSTERREICHISCHE POST AG
ANDR ANDRITZ AG
STR STRABAG SE
BC BRUNELLO CUCINELLI S.P.A.
ALR ALIOR BANK SA
CFR COMPAGNIE FINANCIERE RICHEMONT SA
FLU FLUGHAFEN WIEN AG
FACC FACC AG
TLV BANCA TRANSILVANIA S.A.
TRP TERAPLAST
SNP PETROM S.A.
MOL MOL HUNGARIAN OIL & GAS PLC CLASS A
AMAG AMAG AUSTRIA METALL AG
AGR AGRANA BETEILIGUNGS-AG
ADYEN ADYEN NV
FQT FREQUENTIS AG WIENER
NLBR NOVA LJUBLJANSKA BANKA DD LJUBLJANA
WINE PURCARI WINERIES PCL
CTPNV CTP NV
TTS TRANSPORT TRADE SVCS
AQ AQUILA PART PROD COM
- Bruno Cavalier
- Luis de Toledo Heras
PEO BANK POLSKA KASA OPIEKI SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
TKA TELEKOM AUSTRIA AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EBS ERSTE GROUP BANK AG
CEZ CEZ AS
EVN EVN AG
MMK MAYR-MELNHOF KARTON AG
SZG SALZGITTER AG
EL ESSILORLUXOTTICA SA
OMV OMV AG
WHA WERELDHAVE N.V.
PKO PKO BANK POLSKI S.A.
BRBY BURBERRY GROUP PLC
KOF KAUFMAN & BROAD SA
KER KERING SA
VOE VOESTALPINE AG
VER VERBUND AG CLASS A
01913 PRADA S.P.A.
POS PORR AG
MIL BANK MILLENNIUM SA
LNZ LENZING AG
VID VIDRALA SA
NDA AURUBIS AG
CAI CA IMMOBILIEN ANLAGEN AG
PAL PALFINGER AG
WIE WIENERBERGER AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
CWC CEWE STIFTUNG & CO KGAA
SEM SEMPERIT HOLDING AG
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
UBS UBM DEVELOPMENT AG
CCC CCC SA
MONC MONCLER SPA
OTP OTP BANK NYRT
PYT POLYTEC HOLDING
ZAG ZUMTOBEL GROUP AG
POST OSTERREICHISCHE POST AG
ANDR ANDRITZ AG
STR STRABAG SE
BC BRUNELLO CUCINELLI S.P.A.
ALR ALIOR BANK SA
CFR COMPAGNIE FINANCIERE RICHEMONT SA
FLU FLUGHAFEN WIEN AG
FACC FACC AG
TLV BANCA TRANSILVANIA S.A.
TRP TERAPLAST
SNP PETROM S.A.
MOL MOL HUNGARIAN OIL & GAS PLC CLASS A
AMAG AMAG AUSTRIA METALL AG
AGR AGRANA BETEILIGUNGS-AG
FQT FREQUENTIS AG WIENER
NLBR NOVA LJUBLJANSKA BANKA DD LJUBLJANA
VRLA VERALLIA SAS
WINE PURCARI WINERIES PCL
CTPNV CTP NV
TTS TRANSPORT TRADE SVCS
AQ AQUILA PART PROD COM
- Bruno Cavalier
- Luis de Toledo Heras
PEO BANK POLSKA KASA OPIEKI SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
TKA TELEKOM AUSTRIA AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EBS ERSTE GROUP BANK AG
CEZ CEZ AS
EVN EVN AG
MMK MAYR-MELNHOF KARTON AG
SZG SALZGITTER AG
EL ESSILORLUXOTTICA SA
OMV OMV AG
WHA WERELDHAVE N.V.
PKO PKO BANK POLSKI S.A.
BRBY BURBERRY GROUP PLC
KOF KAUFMAN & BROAD SA
KER KERING SA
VOE VOESTALPINE AG
VER VERBUND AG CLASS A
01913 PRADA S.P.A.
POS PORR AG
MIL BANK MILLENNIUM SA
LNZ LENZING AG
VID VIDRALA SA
NDA AURUBIS AG
CAI CA IMMOBILIEN ANLAGEN AG
PAL PALFINGER AG
WIE WIENERBERGER AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
CWC CEWE STIFTUNG & CO KGAA
SEM SEMPERIT HOLDING AG
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
UBS UBM DEVELOPMENT AG
CCC CCC SA
MONC MONCLER SPA
OTP OTP BANK NYRT
PYT POLYTEC HOLDING
ZAG ZUMTOBEL GROUP AG
POST OSTERREICHISCHE POST AG
ANDR ANDRITZ AG
STR STRABAG SE
BC BRUNELLO CUCINELLI S.P.A.
ALR ALIOR BANK SA
CFR COMPAGNIE FINANCIERE RICHEMONT SA
FLU FLUGHAFEN WIEN AG
FACC FACC AG
TLV BANCA TRANSILVANIA S.A.
TRP TERAPLAST
SNP PETROM S.A.
MOL MOL HUNGARIAN OIL & GAS PLC CLASS A
AMAG AMAG AUSTRIA METALL AG
AGR AGRANA BETEILIGUNGS-AG
FQT FREQUENTIS AG WIENER
NLBR NOVA LJUBLJANSKA BANKA DD LJUBLJANA
VRLA VERALLIA SAS
WINE PURCARI WINERIES PCL
CTPNV CTP NV
TTS TRANSPORT TRADE SVCS
AQ AQUILA PART PROD COM
- Ahmed Ben Salem
- Baptiste Lebacq
SCHP SECHE ENVIRONNEMENT
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
RNO RENAULT SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
EO FAURECIA SA
SSAB A SSAB AB CLASS A
DAI DAIMLER AG
POM PLASTIC OMNIUM SE
SCR SCOR SE
SZG SALZGITTER AG
TYRES NOKIAN RENKAAT OYJ
EKI EKINOPS SA
MTU MANITOU BF SA
GLO GL EVENTS SA
VOE VOESTALPINE AG
ACX ACERINOX SA
FR VALEO SE
BON BONDUELLE SCA
SOLB SOLVAY SA
VOW3 VOLKSWAGEN AG PREF
ERA ERAMET SA
ELIS ELIS SA
TUB TUBACEX S.A.
NDA AURUBIS AG
PAL PALFINGER AG
CIE CIE AUTOMOTIVE S.A.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
CPINV CARE PROPERTY INVEST SA
WAF SILTRONIC AG
ZAG ZUMTOBEL GROUP AG
ALR ALIOR BANK SA
SPIE SPIE SA
RACE FERRARI NV
COPN COSMO PHARMACEUTICALS NV
RIO RIO TINTO PLC
MAU ETABLISSEMENTS MAUREL & PROM SA
BHP BHP GROUP LTD
DUE DURR AG
PIRC PIRELLI & C. S.P.A.
AMAG AMAG AUSTRIA METALL AG
GEST GESTAMP AUTOMOCION S.A.
FQT FREQUENTIS AG WIENER
GRP GREENCOAT RENEWABLES
COP COMPUGROUP MEDICAL SE & CO. KGAA
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
STLA STELLANTIS N.V.
FUR FUGRO NV
EAPI EUROAPI
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
AF AIR FRANCE - KLM
ALIV SDB AUTOLIV INC.
BRE BREMBO S.P.A.
HAVAS HAVAS N.V
- Ahmed Ben Salem
- Baptiste Lebacq
SCHP SECHE ENVIRONNEMENT
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
RNO RENAULT SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
EO FAURECIA SA
SSAB A SSAB AB CLASS A
DAI DAIMLER AG
POM PLASTIC OMNIUM SE
SCR SCOR SE
SZG SALZGITTER AG
TYRES NOKIAN RENKAAT OYJ
EKI EKINOPS SA
MTU MANITOU BF SA
GLO GL EVENTS SA
VOE VOESTALPINE AG
ACX ACERINOX SA
FR VALEO SE
BON BONDUELLE SCA
SOLB SOLVAY SA
VOW3 VOLKSWAGEN AG PREF
ERA ERAMET SA
ELIS ELIS SA
TUB TUBACEX S.A.
NDA AURUBIS AG
PAL PALFINGER AG
CIE CIE AUTOMOTIVE S.A.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
CPINV CARE PROPERTY INVEST SA
WAF SILTRONIC AG
ZAG ZUMTOBEL GROUP AG
ALR ALIOR BANK SA
SPIE SPIE SA
RACE FERRARI NV
COPN COSMO PHARMACEUTICALS NV
RIO RIO TINTO PLC
MAU ETABLISSEMENTS MAUREL & PROM SA
BHP BHP GROUP LTD
DUE DURR AG
PIRC PIRELLI & C. S.P.A.
AMAG AMAG AUSTRIA METALL AG
GEST GESTAMP AUTOMOCION S.A.
FQT FREQUENTIS AG WIENER
GRP GREENCOAT RENEWABLES
COP COMPUGROUP MEDICAL SE & CO. KGAA
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
STLA STELLANTIS N.V.
FUR FUGRO NV
EAPI EUROAPI
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
AF AIR FRANCE - KLM
ALIV SDB AUTOLIV INC.
BRE BREMBO S.P.A.
HAVAS HAVAS N.V
- Markus Remis
- Patrick Steiner
- Markus Remis
- Stephane Houri
PEO BANK POLSKA KASA OPIEKI SA
TKA TELEKOM AUSTRIA AG
EBS ERSTE GROUP BANK AG
CEZ CEZ AS
UNIQA INSURANCE GROUP AG
EVN EVN AG
MMK MAYR-MELNHOF KARTON AG
ZVTG ZAVAROVALNICA TRIGLAV D.D.
CDR CD PROJEKT S.A.
OMV OMV AG
PKO PKO BANK POLSKI S.A.
KOMB KOMERCNI BANKA A.S.
VOE VOESTALPINE AG
WIZZ WIZZ AIR HOLDINGS PLC
PZU POWSZECHNY ZAKLAD UBEZPIECZEN SPOLKA AKCYJNA
VER VERBUND AG CLASS A
SPL SANTANDER BANK POLSKA SA
POS PORR AG
MIL BANK MILLENNIUM SA
LNZ LENZING AG
MTELEKOM MAGYAR TELEKOM TELECOMMUNICATIONS
ROS ROSENBAUER INTERNATIONAL AG
TPS ORANGE POLSKA S.A.
CAI CA IMMOBILIEN ANLAGEN AG
PAL PALFINGER AG
WIE WIENERBERGER AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
SEM SEMPERIT HOLDING AG
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
LPP LPP S.A.
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
UBS UBM DEVELOPMENT AG
CCC CCC SA
KTCG KAPSCH TRAFFICCOM
OTP OTP BANK NYRT
EUR EUROCASH S.A.
VIG VIENNA INSURANCE GROUP AG WIENER VERSICHERUNG GRUPPE
PYT POLYTEC HOLDING
ZAG ZUMTOBEL GROUP AG
POST OSTERREICHISCHE POST AG
ANDR ANDRITZ AG
STR STRABAG SE
POSR POZAVAROVALNICA SAVA
11B 11 BIT STUDIOS S.A.
ALR ALIOR BANK SA
FLU FLUGHAFEN WIEN AG
FACC FACC AG
BRD BRD-GROUPE SOCIETE GENERALE
TLV BANCA TRANSILVANIA S.A.
SNG SOCIETATEA NATIONALA DE GAZE NATURALE ROMGAZ SA
SNP PETROM S.A.
DIGI DIGI COMMUNICATIONS NV
MOL MOL HUNGARIAN OIL & GAS PLC CLASS A
BG BAWAG GROUP AG
IMP IMPACT DEVELOPER & CONTRACTOR S.A.
DNP DINO POLSKA S.A.
AMAG AMAG AUSTRIA METALL AG
SFG SPHERA FRANCHISE GROUP SA
AGR AGRANA BETEILIGUNGS-AG
EAT AMREST HOLDINGS SE
FQT FREQUENTIS AG WIENER
NLBR NOVA LJUBLJANSKA BANKA DD LJUBLJANA
ALG ALLEGRO.EU SA
INPST INPOST S.A.
ANR ANSWEAR.COM
ONE ONE UNITED PROPERTIES SA
ACAG AUSTRIACARD HOLDINGS AG
AMS AMS-OSRAM AG
- Bruno Cavalier
- Christophe-Raphaël Ganet
- Markus Remis
- Stephane Houri
LHA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
AAL ANGLO AMERICAN PLC
MC LVMH MOET HENNESSY LOUIS VUITTON SE
TKA TELEKOM AUSTRIA AG
RI PERNOD RICARD SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EBS ERSTE GROUP BANK AG
CEZ CEZ AS
UNIQA INSURANCE GROUP AG
EVN EVN AG
MMK MAYR-MELNHOF KARTON AG
ZVTG ZAVAROVALNICA TRIGLAV D.D.
CDR CD PROJEKT S.A.
EL ESSILORLUXOTTICA SA
OMV OMV AG
PKO PKO BANK POLSKI S.A.
KOMB KOMERCNI BANKA A.S.
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
BRBY BURBERRY GROUP PLC
KER KERING SA
VOE VOESTALPINE AG
WIZZ WIZZ AIR HOLDINGS PLC
PZU POWSZECHNY ZAKLAD UBEZPIECZEN SPOLKA AKCYJNA
BAS BASF SE
VER VERBUND AG CLASS A
EZJ EASYJET PLC
RY4C RYANAIR HOLDINGS PLC
SPL SANTANDER BANK POLSKA SA
01913 PRADA S.P.A.
POS PORR AG
MIL BANK MILLENNIUM SA
LNZ LENZING AG
MTELEKOM MAGYAR TELEKOM TELECOMMUNICATIONS
ROS ROSENBAUER INTERNATIONAL AG
TPS ORANGE POLSKA S.A.
CAI CA IMMOBILIEN ANLAGEN AG
PAL PALFINGER AG
WIE WIENERBERGER AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
SEM SEMPERIT HOLDING AG
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
LPP LPP S.A.
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
UBS UBM DEVELOPMENT AG
CCC CCC SA
KTCG KAPSCH TRAFFICCOM
MONC MONCLER SPA
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
EUR EUROCASH S.A.
VIG VIENNA INSURANCE GROUP AG WIENER VERSICHERUNG GRUPPE
PYT POLYTEC HOLDING
ZAG ZUMTOBEL GROUP AG
POST OSTERREICHISCHE POST AG
ANDR ANDRITZ AG
STR STRABAG SE
POSR POZAVAROVALNICA SAVA
11B 11 BIT STUDIOS S.A.
BC BRUNELLO CUCINELLI S.P.A.
ALR ALIOR BANK SA
CFR COMPAGNIE FINANCIERE RICHEMONT SA
FLU FLUGHAFEN WIEN AG
FACC FACC AG
CLNX CELLNEX TELECOM S.A.
BRD BRD-GROUPE SOCIETE GENERALE
TLV BANCA TRANSILVANIA S.A.
SNG SOCIETATEA NATIONALA DE GAZE NATURALE ROMGAZ SA
SNP PETROM S.A.
DIGI DIGI COMMUNICATIONS NV
MOL MOL HUNGARIAN OIL & GAS PLC CLASS A
BG BAWAG GROUP AG
IMP IMPACT DEVELOPER & CONTRACTOR S.A.
DNP DINO POLSKA S.A.
AMAG AMAG AUSTRIA METALL AG
SFG SPHERA FRANCHISE GROUP SA
AGR AGRANA BETEILIGUNGS-AG
EAT AMREST HOLDINGS SE
FQT FREQUENTIS AG WIENER
NLBR NOVA LJUBLJANSKA BANKA DD LJUBLJANA
ALG ALLEGRO.EU SA
INPST INPOST S.A.
ANR ANSWEAR.COM
ONE ONE UNITED PROPERTIES SA
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
ACAG AUSTRIACARD HOLDINGS AG
AF AIR FRANCE - KLM
AMS AMS-OSRAM AG
Zumtobel Group AG : 1 director
A director at Zumtobel Group AG bought 5,000 shares at 5.000EUR and the significance rating of the trade was 52/100. 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...
Zumtobel confirmed at BUY, TP EUR 10 - Guidance upgrade warrants confi...
Zumtobel reported strong preliminary Q2 22/23 results and continued its series of convincing quarterly results. Ignited by the strong H1, the management raised the full-year guidance. We have raised our FY 22/23e EBIT to EUR 61 mn but deliberately did not stretch to the upper end of the guidance, which entails a further 20% upside (and suggests EPS of approx. EUR 1-1.10) We subscribe to concerns that the interest rate hike cycle will drag on European non-residential construction activity but we ...
Zumtobel prelim. Q2 22/23 - Strong prelim. Q2 results fuel FY guidance...
Revenue growth of 13% to EUR 314 mn spurred by pricing and FX effects Acceleration of Lighting sales growth as main driver Margin expansion to 10.1% in Q2 looks convincing, EBIT of ca EUR 51 mn already pocketed in H1 FY 22/23 top line growth outlook raised to 4-8% from 3-6% EBIT margin target up to 4-6% from 4-5% The strong results and the guidance upgrade are supportive for our positive stance on the investment case
Zumtobel Q1 22/23 - In-line Q1 results and guidance reiteration
Revenue growth of 8% marginally ahead of RBIe, earnings fully in line FY 22/23 top line growth of 3-6% and EBIT margin of 4-5% maintained, RBIe EBIT of EUR 56 mn at mid-point of guidance We have a mostly neutral stance on the results release
Raiffeisen Research Institutional Equity Daily 06.09.2022
AT: Zumtobel - Q1 22/23 results fully in line with RBIe, FY guidance of sales up 3-6% and EBIT margin of 4-5% confirmed (neutral) CZ: CTP - Plan to double German portfolio by 2026 (neutral) Oil&Gas: OPEC+ meeting - The oil cartel to cut production by 100 kbbl/day in October PL: Banks - WIRD Index likely to replace WIBOR as a reference rate for mortgages already in 2023 (neutral) PL: LPP - CFO mentions positive sales trends in September (positive) PL: PKN - Facing a further normaliza...
Zumtobel Q4 21/22 - Guidance beat, implied 22/23 target EBIT range in ...
Q4 results ahead of expectations despite one-off burden, still guidance exceeded Dividend increase to EUR 0.35 (5% yield) from EUR 0.20 FY 22/23 top line growth of 3-6% and EBIT margin of 4-5% imply EBIT of EUR 47-61 mn, in line with RBIe of EUR 56 mn We appreciate the solid outlook which given current circumstances might not be overly aggressive at this early stage
Raiffeisen Research Institutional Equity Daily 01.07.2022
AT: Andritz - Andritz acquried Bonetti group (neutral) AT: Andritz - Andritz to supply fiberline and lime kiln equipment to Sun Paper, China (neutral) AT: UBM - UBM sells project and construction management subsidiary Alba (neutral) AT: Wienerberger - Strong Q2 results trigger FY EBITDA guidance upgrade (positive) AT: Zumtobel - Better than expected Q4 results despite higher warranty costs, FY 21/22 guidance beat, implied FY 22/23 EBIT range in line with RBIe (positive) CZ: CEZ - CEZ...
Raiffeisen Research Institutional Equity Daily 10.06.2022
AT: IMMOFINANZ - No FY 21 dividend, lack of support from CPI Property Group (negative) AT: Zumtobel - Marcus Frantz appointed as Chief Digital Transformation Officer (neutral) PL: Banks - Lower chamber of PL Parliament approves moratoria framework (neutral) PL: Dino/Eurocash - Discounters and local supermarkets experience double digit growth (positive/neutral) RO: One United Properties - The maximum subscription price for the first phase will be RON 1.42 per share (neutral)
Raiffeisen Research Institutional Equity Daily 31.05.2022
MSCI May Index Review - Standard indices (STD) changes: DEL: Raiffeisen Bank Intl.; SmallCap indices (SC) changes: ADD: STRABAG SE, DEL: Zumtobel Oil&Gas: Oil price - EU agreed to ban most of Russia oil imports AT: STRABAG - Double digit output growth and backlog at new high in Q1, FY 22 guidance reiterated (positive) CZ: Moneta Money Bank - PPF and Moneta terminate the acquisition of AirBank group / cancelation of the capital increase and mandatory tender offer by PPF HU: Makro - Ra...
Raiffeisen Research Institutional Equity Daily 13.05.2022
MSCI May Index Review - Standard indices (STD) changes: DEL: Raiffeisen Bank Intl.; SmallCap indices (SC) changes: ADD: STRABAG SE, DEL: Zumtobel AT: AGRANA - Final FY 21/22 results match preliminary figures, FY 22/23e guidance confirmed (neutral) AT: AT&S - AT&S proposed dividend of EUR 0.90/share for 2021/22e (neutral) AT: Oesterreichische Post - Final Q1 22 numbers in line with prliminary figures, outlook reiterated (neutral) AT: Palfinger - Takeover of remaining 35% stake in French...
PEO BANK POLSKA KASA OPIEKI SA
RBI RAIFFEISEN BANK INTERNATIONAL AG
PKO PKO BANK POLSKI S.A.
BHW BANK HANDLOWY W WARSZAWIE S.A.
ARHOF AMREST HOLDING
SPL SANTANDER BANK POLSKA SA
POG PETROPAVLOVSK PLC
MIL BANK MILLENNIUM SA
PAL PALFINGER AG
ZAG ZUMTOBEL GROUP AG
POST OSTERREICHISCHE POST AG
STR STRABAG SE
GAZP GAZPROM PJSC
ALR ALIOR BANK SA
SNG SOCIETATEA NATIONALA DE GAZE NATURALE ROMGAZ SA
COTE CONPET SA
M MED LIFE
SFG SPHERA FRANCHISE GROUP SA
AGR AGRANA BETEILIGUNGS-AG
NLBR NOVA LJUBLJANSKA BANKA DD LJUBLJANA
Zumtobel confirmed at BUY, TP EUR 10 - Model update post Q3: Trimming ...
Zumtobel presented convincing Q3 results and the management displayed confidence to reach the upper end of the FY 21/22 top line and profitability ranges, potentially even exceed them We have raised our estimates for this year but foremost reflecting the highly inflationary cost environment and some sequentially more adverse FX movements we have now modelled a profit stagnation for FY 22/23e While we adopt a more conservative stance on next year we believe that the beyond peak inflationary press...
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.