COMPAÑÍAS QUE APARECEN EN EL INFORME. ESPAÑA: AEDAS HOMES, BBVA, EBRO FOODS, ENCE, FERROVIAL, GRUPO C.OCCIDENTE, IBERDROLA. EUROPA: AB INBEV, AIRBUS, DANONE, DEUTSCHE TELEKOM, SAFRAN, SANOFI, VOLKSWAGEN. Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 3T’22 que se publicarán en España y Europa en los próximos días. El BCE seguirá subiendo tipos, pero… E...
AB InBev: Decision to sell interest in Russian JV Agfa: Feedback confcall: journey to profitable growth Akzo Nobel: Demonstrating impressive pricing discipline Elia Group: First take on draft new Belgian framework Flow Traders: Over-delivering on an expected strong quarter Fugro: Confirming strong momentum in Q1 Update Gimv: Investment in BioConnection Proximus: Trading update TeleSign Quest for Growth: 45% of Dividend Converted into New Shares WDP: 1Q22, Logistic rental income accelerates
AB INBEV - BUY | EUR65 (+25%) Investor day feedback: a future of more cheers? From in-organic to organic growth Technology driven customer solutions are accelerating growth Back to EVA, higher optimal leverage ratio and organic EBITDA growth of 4 to 8%
AB InBev: Investor Seminar feedback ASR: CMD: New medium term targets Greenyard: Becoming a plant-based powerhouse Inventiva: QT study shows no safety issues for lanifibranor Recticel: Engineered Foams sale approved and signed Sequana Medical: Positive interim data from SAHARA DESERT Trial
We welcome the transparency offered by ABI’s decision to set a medium term organic EBITDA growth guidance range of 4-8%. At its Investor Seminar, ABI was also outspoken about the ability to grow with both Beer and Beyond Beer. We continue to appreciate AB InBev for its leadership position in the global beer industry, premium profitability and decent LT growth prospects coming from its sizeable emerging/ developing markets businesses, premiumization & digitization initiatives. Valuation is attrac...
AB InBev: medium term guidance of 4-8% org EBITDA growth Greenyard: Upcoming CMD : expect a new ‘Strategy 2030’ Intertrust: CSC commits to bid at € 20 KPN: Glaspoort extends fiber rollout Sequana Medical: Completion of patient enrolment in POSEIDON trial Umicore: Flemish minister dismisses Hoboken appeal Various: Small & Mid Cap Conference book
Today we update our Dynamic Top Pick List : • We DELETE : Intertrust Group and Melexis • We ADD : ArgenX, CFE, Kinepolis, Umicore and X-fab • We KEEP Large Caps: AB Inbev, Ageas, Ahold Delhaize, bpost, D'Ieteren, Telenet and UCB • We KEEP Mid Caps: Care Property Invest, Fugro, Intervest Offices and Warehouses, Materialise , Ontex and Sipef, Performance: Since our previous update (4/11) our DTPL rose 1.8%. That was a stellar month, it beat the AEX by 4.8% and Bel20 by 6.6%. For the year we ke...
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....
AB InBev: Solid 4Q volumes, guidance higher top/bottom line Biocartis: FY21 guidance to continue growth trajectory Deceuninck: FY20 results at high end of guidance range Econocom: FY20 results in line with trading update EVS: Delivered profitability and prepared for the recovery Greenyard: More comfort, more value Home Invest Belgium: FY20 EPS beat on the back of margin improvements Kinepolis: Waiting for the reopening of the cinemas SBM Offshore: FPSO Almirante Tamandaré (Búzios) LOI signed UCB...
Headlines Conferences calendar … 2 Large-cap companies news … 3 Lotos: Refining production slate for August revealed Cyfrowy Polsat: Sale of telco infrastructure as one of options under strategic review CD Projekt: 4,650,800 shares took up by the beneficiaries of 2016-2019 motivation program CD Projekt: Resale update; 83% of resale target achieved by Monday Small- and mid-cap companies news … 5 AB: 4Q19/20 results released – 30% yoy EPS growth (10% above expectations) coupled with positi...
Headlines Conferences calendar … 2 Large-cap companies news … 3 CCC: 2Q20 preliminary figures below our expectations; huge provisions/write-offs in 2H20E to improve the Group’s future profitability; needed additional capital at eobuwie.pl Cyfrowy Polsat: Disposal of cell tower infrastructure contemplated Orange PL: 5G services launched PGE: Turów completion likely to be delayed PKO BP: Leasing aftermarket to be launched today Pekao: Sale of DI Xelion Pension funds: Pension fund reform t...
Headlines Conferences calendar … 2 Large-cap companies news … 3 LPP: 1Q20/21 operating results in line with preliminary figures, NL higher than expected PGNiG: PLN 0.09 per share dividend from FY19 profits accepted by AGM Azoty: New supervisory board member CD Projekt: Management recommends no dividend payout CCC: 1H20 results on September 9 Santander BP: Court annuls FX mortgage agreement Alior: Non financial report available Millennium: First mortgage bonds issue to come in 2021 mBa...
Polish Equities Monthly: July 2020 Worlds apart Nasdaq Composite at its all-time high (and +11.7% ytd) and S&P500 a tad in the positive territory from the ytd RoR perspective – that was the world of the stock market just a few days ago. It hardly reconciled not only with realistic, in our view, scenarios for the economic recovery (discussed in our previous Monthly research report, 6/2020/MR(59), dated May 19), but also with the mathematics of changes in the U.S. earnings expectations (the abru...
Headlines Large-cap companies news CCC: FY19 NL at PLN -27 million Kruk: FY19 financial report released PKN Orlen: Changes in supervisory board members Azoty: Sale of 3D printing materials planned Tauron: Improvement in Tauron Wydobycie on the horizon? Alior: Organic work in the corporate segment Pekao: Individual recommendation from the watchdog ING BSK: Management recommendation for dividends ING BSK: Fitch puts IDR rating on observation list Banks: Head of PFR on Pesa restructuring...
Headlines Large-cap companies news Tauron: PLN 914 million impairments to be recognized in FY19 financial report PKN Orlen: Production of disinfectants possible? JSW: No agreement on salary increases Banks: Fixed rate mortgage loans sales on the rise CCC: FY19 results on Friday before the session Small- and mid-cap companies news AB: 2Q19/20 results released – profits ahead of the market expectations Arctic Paper: Management outlook Agora: January’20 paid circulation data revealed by Z...
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