reports
- Research Team
The Rear-View Mirror – EME markets: Turkish equities in the lead
EME Equity Market – May 2024 Turkish equities lead, in the mostly green month of May. The MSCI EM Europe Index rose by 0.7% mom in EUR terms and 1.8% mom in LCU terms in May. The Turkish ISE30 index reported the strongest performance, adding 3.6% mom in EUR terms, followed by the Romanian BET and the Czech PX (+2.7% and 2.1% mom in EUR terms, respectively). The Hungarian BUX index and the Polish WIG20 remained broadly flat (+0.4% and +0.2% mom in EUR terms, respectively); although, in LCU terms,...
EUROB EUROBANK ERGASIAS SERVICES & HOLDINGS SA
PEO BANK POLSKA KASA OPIEKI SA
OPAP GREEK ORGANISATION OF FOOTBALL PROGNOSTICS SA
KRU KRUK S.A.
EXAE HELLENIC EXCHANGES SA
CEZ CEZ AS
ACP ASSECO POLAND SA
KRKG KRKA D.D.
HTO HELLENIC TELECOMMUNICATIONS ORGANIZATION SA
CDR CD PROJEKT S.A.
RBI RAIFFEISEN BANK INTERNATIONAL AG
OMV OMV AG
PKO PKO BANK POLSKI S.A.
KOMB KOMERCNI BANKA A.S.
BHW BANK HANDLOWY W WARSZAWIE S.A.
BIMAS BIM BIRLESIK MAGAZALAR A.S.
WIZZ WIZZ AIR HOLDINGS PLC
PZU POWSZECHNY ZAKLAD UBEZPIECZEN SPOLKA AKCYJNA
MIL BANK MILLENNIUM SA
BSK ING BANK SLASKI S.A.
BDX BUDIMEX S.A.
GEKTERNA GEK TERNA
MTELEKOM MAGYAR TELEKOM TELECOMMUNICATIONS
CAI CA IMMOBILIEN ANLAGEN AG
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
LPP LPP S.A.
ASELS ASELSAN ELEKTRONIK SANAYI VE TICARET A.S. CLASS B
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.
TENERGY TERNA ENERGY S.A.
BFT BENEFIT SYSTEMS S.A. ALLOTMENT
MGROS MIGROS TICARET A.S
PGE PGE POLSKA GRUPA ENERGETYCZNA S.A.
PGSUS.E PEGASUS HAVA TASIMACILIGI AS
APR AUTO PARTNER SA
TBCB TBC BANK JOINT STOCK CO
TPEIR PIRAEUS BANK SA
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.
OTKAR OTOKAR OTOMOTIV VE SAVUNMA SANAYI A.S.
THYAO TURK HAVA YOLLARI A.O.
EUR EUROCASH S.A.
ECH ECHO INVESTMENT
GSPARK GRAPHISOFT PARK SE
CPS CYFROWY POLSAT SA
MBR MO-BRUK S.A.
GPW WARSAW STOCK EXCHANGE
11B 11 BIT STUDIOS S.A.
TPE TAURON POLSKA ENERGIA S.A.
ALR ALIOR BANK SA
OTOEL AUTOHELLAS S.A.
VGO VIGO SYSTEM SA
BANK OF CYPRUS PCL
WPL WIRTUALNA POLSKA HOLDING SA
BRD BRD-GROUPE SOCIETE GENERALE
TLV BANCA TRANSILVANIA S.A.
ETEL TELECOM EGYPT
H4L1 HALYK SAVINGS BANK OF KAZAKHSTAN GDR
SNP PETROM S.A.
PBK PATRIA BANK SA
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
M MED LIFE
SFG SPHERA FRANCHISE GROUP SA
ADNOCDIST ADNOC DISTRIBUTION PJSC
CGEO GEORGIA CAPITAL
SOKM SOK MARKETLER TICARET AS
EAT AMREST HOLDINGS SE
ESLT ELBIT SYSTEMS LTD
KAP NATIONAL ATOMIC COMPANY KAZATOMPROM
TEN TEN SQUARE GAMES
ILRA-R-A ILIRIJA D.D.
ALG ALLEGRO.EU SA
CZG CESKA ZBROJOVKA GROUP
DUNAHOUSE DUNA HOUSE
PCF PCF GROUP SA
HUGE HUUUGE
4IG 4IG NYRT
IGN1L IGNITIS GRUPE
PCO PEPCO GROUP NV
CTPNV KAZMUNAYGAS NC JSC
GPP CTP NV
ADNOCDRILL GRUPA PRACUJ DA
AROBS ADNOC DRILLING CO
2381 AROBS TRANSILVANIA SOFTWARE SA
7202 ARABIAN DRILLING CO.
9526 ARABIAN INTERNET & COMMUNICATIONS SERVICES CO
ELPE JAHEZ INTERNATIONAL CO
4071 HELLENIQ ENERGY
7203 ARABIAN CONTRACTING SERVICES CO
AQ ELM CO
GEV AQUILA PART PROD COM
GEVORKYAN A.S.
- Marine Leleux
- Maureen Schuller
- Suvi Platerink Kosonen
- Research Team
WOOD Daily: PKO PW; KRU PW; BHW PW; NLBR SV; PGSUS TI; ADNOCDIS UH; CT...
HEADLINES: • PKO BP: strong 1Q24, with 9% beat, but big part due to lower quarterly tax charge POSITIVE • Kruk: 1Q24 results in line with earlier communication; strong trend continues, but digested by the market already NEUTRAL • Bank Handlowy: books neutral 1Q24, questions on future capital management NEUTRAL • NLB Group: guidance upgrade spices up vanilla 1Q24 bottom-line beat POSITIVE • Pegasus Airlines: 1Q24 in line, guidance for mild margin compression and 10-12% ASK growth maintained NEUTR...
KRU KRUK S.A.
RBI RAIFFEISEN BANK INTERNATIONAL AG
PKO PKO BANK POLSKI S.A.
BHW BANK HANDLOWY W WARSZAWIE S.A.
BSK ING BANK SLASKI S.A.
PGSUS.E PEGASUS HAVA TASIMACILIGI AS
APR AUTO PARTNER SA
ALR ALIOR BANK SA
ETEL TELECOM EGYPT
SFG SPHERA FRANCHISE GROUP SA
ADNOCDIST ADNOC DISTRIBUTION PJSC
NLBR NLB GROUP
CTPNV CTP NV
2381 ARABIAN DRILLING CO.
AQ AQUILA PART PROD COM
- Szabolcs Pal
Q1 earnings above exp. but guidance has been revised
RBI’s reported net income came to EUR 1,455 mln, 2% ahead of the consensus. The quarter was marked by lower contribution from Russia partially due to ruble depreciation and very strong Core operation despite another round (EUR 109 mln) of CHF litigation costs. NII down by 3% q-o-q and increased by 5% y-o-y as a result of EUR rates feeding through interest income while deposit repricing stabilized in CZ, RO. NIM as a result also increased to 2.98% or 23 bps y-o-y. Weaker net F&C was a result a...
- Research Team
WOOD Daily: CTPNV NA; GE Macro; RBI AV; AIRA LI; TPEIR GA; ALK MS; ETE...
HEADLINES: • CTP: better late than never (upgraded to BUY) • Georgia macro: protests in Tbilisi • Raiffeisen Bank International: posts solid 1Q24, keeps 2024E guidance (but only on ex. Russia and Belarus basis), facing huge pressure to address Russia and Belarus exposures from officials • Air Astana Group: 1Q24 – 15% ASK growth, RASK down slightly yoy, but CASK stable • Piraeus Financial Holdings: 1Q24 highlights NEUTRAL • Alkaloid: 1Q24 numbers a strong start to the year POSITIVE • National Ban...
EQS-News: RBI: Consolidated profit excluding Russia and Belarus remain...
EQS-News: Raiffeisen Bank International AG / Key word(s): Quarter Results RBI: Consolidated profit excluding Russia and Belarus remains strong 02.05.2024 / 07:30 CET/CEST The issuer is solely responsible for the content of this announcement. RBI: First Quarter Report 2024 Consolidated profit excluding Russia and Belarus remains strong Consolidated profit of EUR 333 million, excluding Russia and Belarus and including EUR 109 million provisions for CHF mortgages in Poland Core revenues excluding Russia and Belarus down 4% quarter-over-quarter to EUR 1,519 million, main...
EQS-News: RBI: Konzernergebnis weiter stark, auch ohne Russland und Be...
EQS-News: Raiffeisen Bank International AG / Schlagwort(e): Quartalsergebnis RBI: Konzernergebnis weiter stark, auch ohne Russland und Belarus 02.05.2024 / 07:30 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. RBI: Zwischenbericht 1. Quartal 2024 Konzernergebnis weiter stark, auch ohne Russland und Belarus Konzernergebnis ohne Beiträge aus Russland und Belarus beträgt EUR 333 Millionen, inklusive Rückstellungen für CHF-Kredite in Polen in Höhe von EUR 109 Millionen Kernerträge ohne Russland und Belarus im Quartalsvergleich um 4% a...
- Gabor Bukta
- Szabolcs Pal
CEE Banks – Great opportunities with different risk profiles
The CEE region is expected to deliver a moderate rebound of GDP growth in 2024,following the preceding year’s weak growth, fuelling expectations of sustainable profits inthe banking sector. Inflation is seen to be twin faced in our region, similar to most of the coreeconomies. Even with a diminished potential for much intra-year improvement of the inflationpath in 2024, this inflation provides several CEE central banks more room to cut policy ratesthis year. Lower interest rates are expected to ...
EQS-News: Rückerwerb eigener Aktien
EQS-News: Raiffeisen Bank International AG / Schlagwort(e): Aktienrückkauf/Aktienrückkauf Rückerwerb eigener Aktien 04.04.2024 / 18:57 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Veröffentlichung des Hauptversammlungsbeschlusses der Raiffeisen Bank International AG zum Rückerwerb eigener Aktien gemäß § 65 Abs 1 Z 8 AktG sowie Abs 1a und Abs 1b AktG sowie zur Veräußerung eigener Aktien auf eine andere Art als über die Börse oder durch ein öffentliches Angebot unter Ausschluss des Bezugsrechts der Aktionärinnen und Aktionäre(§ 65 ...
EQS-News: Alienation of own shares
EQS-News: Raiffeisen Bank International AG / Key word(s): Share Buyback/Share Buyback Alienation of own shares 04.04.2024 / 18:57 CET/CEST The issuer is solely responsible for the content of this announcement. Publication of the resolution of the Annual General Meeting of Raiffeisen Bank International AG in relation to the acquisition of own shares pursuant to sec. 65 para. 1 sub-para. 8 as well as para. 1a and 1b of the Stock Corporation Act (AktG) as well as the alienation of own shares in a way other than by sale via the stock exchange or by public offer under exclusi...
- Marine Leleux
- Maureen Schuller
- Suvi Platerink Kosonen
- Marine Leleux
- Maureen Schuller
- Suvi Platerink Kosonen
EQS-News: Stellungnahme zu Gerüchten in Reuters-Berichterstattung
EQS-News: Raiffeisen Bank International AG / Schlagwort(e): Stellungnahme Stellungnahme zu Gerüchten in Reuters-Berichterstattung 20.03.2024 / 15:02 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Wien, 20. März 2024. Die Raiffeisen Bank International AG (RBI) hat die Übereinstimmung der Strabag-Transaktion mit allen geltenden Sanktionen sorgfältig geprüft, bevor sie die Transaktion im Dezember 2023 unterzeichnet und angekündigt hat. In den vergangenen Wochen hat die RBI alle relevanten Behörden, einschließlich des US-Finanzministeriu...
EQS-News: Full Statement provided to Reuters rumours earlier today
EQS-News: Raiffeisen Bank International AG / Key word(s): Statement Full Statement provided to Reuters rumours earlier today 20.03.2024 / 15:02 CET/CEST The issuer is solely responsible for the content of this announcement. Vienna, 20 March 2024. Raiffeisen Bank International AG (RBI) has diligently verified the compliance of the Strabag transaction with all applicable sanctions, prior to signing and announcing the transaction in December 2023. In recent weeks, RBI has briefed all relevant authorities, including the US Treasury and OFAC, on the details of the Strabag deal...
- Marine Leleux
- Maureen Schuller
- Suvi Platerink Kosonen
- Research Team
The Rear-View Mirror – EME markets: Turkish stocks start the year with...
EME Equity Market – January 2024 Market performance – Turkey off to the races in January. The MSCI EM Europe Index added 4.2% mom in EUR terms and 2.2% mom in USD in the first month of the year. There was a V-shape recovery in the Turkish ISE30, with the index adding 12.6% mom in EUR terms. The Greek ASE and Hungarian BUX indices also reported strong performances, adding 5.7% and 5.3% mom, respectively, in EUR terms. The Czech PX Index advanced by 2.2% mom, while the Romanian BET 0.9% mom in EUR...
GARAN TURKIYE GARANTI BANKASI ANONIM SIRKETI
JMT JERONIMO MARTINS SGPS S.A.
KRU KRUK S.A.
MOL MOL NYRT
CEZ CEZ AS
ACP ASSECO POLAND SA
KRKG KRKA D.D.
CDR CD PROJEKT S.A.
RBI RAIFFEISEN BANK INTERNATIONAL AG
OMV OMV AG
PKO PKO BANK POLSKI S.A.
WIZZ WIZZ AIR HOLDINGS PLC
SPL SANTANDER BANK POLSKA SA
MIL BANK MILLENNIUM SA
BDX BUDIMEX S.A.
MTELEKOM MAGYAR TELEKOM TELECOMMUNICATIONS
TPS ORANGE POLSKA S.A.
LOGO LOGO YAZILIM SANAYI VE TICARET A.S.
CCOLA COCA-COLA ICECEK A.S.
2310 SAHARA INTERNATIONAL PETROCHEMICAL COMPANY
BFT BENEFIT SYSTEMS S.A. ALLOTMENT
PGE PGE POLSKA GRUPA ENERGETYCZNA S.A.
APR AUTO PARTNER SA
PPC PUBLIC POWER CORPORATION S.A.
CAR INTER CARS S.A.
TUPRS TURKIYE PETROL RAFINERILERI A.S.
MBR MO-BRUK S.A.
GPW WARSAW STOCK EXCHANGE
11B 11 BIT STUDIOS S.A.
TPE TAURON POLSKA ENERGIA S.A.
OTOEL AUTOHELLAS S.A.
VGO VIGO SYSTEM SA
TLV BANCA TRANSILVANIA S.A.
ETEL TELECOM EGYPT
SNG SOCIETATEA NATIONALA DE GAZE NATURALE ROMGAZ SA
SNP PETROM S.A.
DNP DINO POLSKA S.A.
SNN SOCIETATEA NATIONALA NUCLEARELECTRICA SA
TEL C.N.T.E.E. TRANSELECTRICA
ELSA SOCIETATEA ENERGETICA ELECTRICA
FP. FONDUL PROPRIETATEA S.A. GDR (REG S)
TGN SOCIETATEA NATIONALA DE TRANSPORT GAZE NATURALE TRANSGAZ S.A.
RICHT RICHTER
ADNOCDIST ADNOC DISTRIBUTION PJSC
KAP NATIONAL ATOMIC COMPANY KAZATOMPROM
TEN TEN SQUARE GAMES
CZG CESKA ZBROJOVKA GROUP
INPST INPOST S.A.
PCF PCF GROUP SA
HUGE HUUUGE
WPS W.A.G PAYMENT SOLUTIONS PLC
PCO PEPCO GROUP NV
ADNOCDRILL ADNOC DRILLING CO
7202 ARABIAN INTERNET & COMMUNICATIONS SERVICES CO
4071 ARABIAN CONTRACTING SERVICES CO
7203 ELM CO
AQ AQUILA PART PROD COM
- Marine Leleux
- Maureen Schuller
- Suvi Platerink Kosonen
Bank Brunch/ECB on climate change, Santander 4Q and AT1, BBVA T2, RBI ...
ECB set to further boost its efforts on climate change. Banco Santander: stronger NII but weaker cost of risk, we see value in its AT1 against Sabadell. BBVA enters markets today with a new T2 transaction. RBI earnings dive, but capital holds up. Berlin Hyp starts 2024 with a 3yr €0.5bn green covered bond
- Research Team
WOOD Daily: ALARABIA AB; SPL PW; RBI AV; SNG RO; ADNOCDIS UH; CZ Macro...
HEADLINES: • Al Arabia Outdoor Advertising: exclusivity in a growing market (stays BUY) • Santander Bank Polska: publishes neutral 4Q23 results, supporting continuation of high ROEs, in line with expectations NEUTRAL • Raiffeisen Bank International: posts preliminary 4Q23 results, guides for 2023 EUR 1.25 DPS and shares initial 2024E guidance NEUTRAL • Romgaz: preliminary figures in line with estimates, conservative 2024E budget NEUTRAL • ADNOC Distribution: full-year 2023 operational results...
EQS-News: RBI Board to propose dividend of EUR 1.25 per share to the A...
EQS-News: Raiffeisen Bank International AG / Key word(s): Preliminary Results/Annual Results RBI Board to propose dividend of EUR 1.25 per share to the AGM on 4 April 31.01.2024 / 07:30 CET/CEST The issuer is solely responsible for the content of this announcement. Preliminary Results 2023 RBI Board to propose dividend of EUR 1.25 per share to the AGM on 4 April Consolidated profit of EUR 997 million, excluding Russia and Belarus and including EUR 873 million provisionsfor CHF mortgages in Poland Core revenues excluding Russia and Belarus up 17% year-over-year to EUR...
EQS-News: RBI-Vorstand wird der Hauptversammlung am 4. April eine Divi...
EQS-News: Raiffeisen Bank International AG / Schlagwort(e): Vorläufiges Ergebnis/Jahresergebnis RBI-Vorstand wird der Hauptversammlung am 4. April eine Dividende von EUR 1,25 je Aktie vorschlagen 31.01.2024 / 07:30 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Vorläufige Zahlen 2023 RBI-Vorstand wird der Hauptversammlung am 4. April eine Dividende von EUR 1,25 je Aktie vorschlagen Konzernergebnis ohne Beiträge aus Russland und Belarus in Höhe von EUR 997 Millionen, inklusive Rückstellungen für CHF-Kredite in Polen in Höhe von EU...
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