reports
- Maissa Keskes
- Stephane Houri
TEMN TEMENOS AG
LEI LEIFHEIT AG
ITP INTERPARFUMS
IPH INNATE PHARMA SA CLASS A
VOE VOESTALPINE AG
TPE PVA TEPLA AG
SIX2 SIXT SE
WIE WIENERBERGER AG
TEG TAG IMMOBILIEN AG
DLG DE'LONGHI S.P.A.
JUN3 JUNGHEINRICH AG PREF
TKWY JUST EAT TAKEAWAY.COM N.V.
BSGR B&S GROUP S.A.
AG1 AUTO1 GROUP
SPAC 468 SPAC I SE
IOS IONOS GROUP SE
R3NK RENK GROUP AG
- Maissa Keskes
- Stephane Houri
TEMN TEMENOS AG
LEI LEIFHEIT AG
ITP INTERPARFUMS
IPH INNATE PHARMA SA CLASS A
VOE VOESTALPINE AG
TPE PVA TEPLA AG
SIX2 SIXT SE
WIE WIENERBERGER AG
TEG TAG IMMOBILIEN AG
DLG DE'LONGHI S.P.A.
JUN3 JUNGHEINRICH AG PREF
TKWY JUST EAT TAKEAWAY.COM N.V.
BSGR B&S GROUP S.A.
AG1 AUTO1 GROUP
SPAC 468 SPAC I SE
IOS IONOS GROUP SE
R3NK RENK GROUP AG
- Chaima Ferrandon
- Sven Edelfelt
Wienerberger : One step forward, two steps back…
>Contraction in Q3 EBITDA, in line with our expectations but below the consensus - Wienerberger yesterday published Q3 2024 sales reflecting an increase to € 1,179m (volumes -2%, scope +14%, prices -3%) and underlying EBITDA down 4.3% to € 202m, in line with our expectations but below the consensus (-13%, although we do not consider the consensus to be entirely reliable). The fall in EBITDA was due to lower volumes (-€ 31m) and a negative price/cost effect (-€ 36m), n...
- Research Team
WOOD Daily: EXAE GA; EME Macro/Strategy – Central Asia and the Caucasu...
HEADLINES: • Athens Exchange Group: set sail to dividend wonderland (BUY - transfer of coverage) • EME Macro/Strategy: Central Asia and the Caucasus – USD 1,000bn GDP by 2030! • EME Macro/Strategy: macro all-in-one – the Year-Ahead issue • Graphisoft Park: 3Q24 – on course for another good year POSITIVE • Bank Handlowy: rather neutral set of 3Q24 results NEUTRAL • Pegasus Airlines: 3Q24 – 22% higher CASKX alleviated by 4% higher RASK and 12% lower fuel CASK (in line with the consensus) • Bank of...
- Chaima Ferrandon
- Sven Edelfelt
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Jesse Norcross
- Nadège Tillier
- Timothy Rahill
- Research Team
WOOD Daily: BIMAS TI; CEZ CP; PGSUS TI; RICHT HB; APR PW; SNP RO; PPC ...
HEADLINES: • BIM: weak operating results in 3Q24 NEGATIVE • CEZ: 3Q24 bottom-line miss due to accounting changes; EBITDA guidance raised by 7% POSITIVE • Pegasus Airlines: 3Q24 – 22% higher caskx alleviated by 4% higher RASK and 12% lower fuel cask (in line with the consensus) • Richter: 3Q24 operating results in line NEUTRAL • Auto Partner: preliminary 3Q24 EBIT falls 22% yoy, 9-12% below our expectations and the market NEGATIVE • Auto Partner: October sales growth at 13% yoy, broadly as expect...
EQS-News: wienerberger: Solide Ergebnisse in Q3 bestätigen Resilienz u...
EQS-News: Wienerberger AG / Schlagwort(e): 9-Monatszahlen wienerberger: Solide Ergebnisse in Q3 bestätigen Resilienz und nachhaltiges Wachstum 12.11.2024 / 07:00 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. wienerberger: Solide Ergebnisse in Q3 bestätigen Resilienz und nachhaltiges Wachstum Highlights Mit stabilem Renovierungs- und Infrastrukturgeschäft profitiert wienerberger von robuster Nachfrage in beiden Sektoren Makroökonomischen Herausforderungen begegnet das Unternehmen mit intensiviertem Kostenmanagement und Effizienzve...
EQS-News: wienerberger: Solid Q3 Results Highlight Resilience and Sust...
EQS-News: Wienerberger AG / Key word(s): 9 Month figures wienerberger: Solid Q3 Results Highlight Resilience and Sustainable Growth 12.11.2024 / 07:00 CET/CEST The issuer is solely responsible for the content of this announcement. wienerberger: Solid Q3 Results Highlight Resilience and Sustainable Growth Highlights Stable operations in renovation and infrastructure enable wienerberger to capitalize on robust sectoral demand More intensified cost management and efficiency improvements to counteract macroeconomic challenges Revenues in total of € 3,392 million, operatin...
- Research Team
WOOD Daily: TLV RO; LOGO TI; SOKM TI; ONE RO; ALARABIA AB; ALPHA GA; C...
HEADLINES: • Banca Transilvania: stellar 3Q24 print sponsored by OTP RO integration POSITIVE • Logo Yazilim: 3Q24 results – small beat; FY24E guidance reiterated; buyback programme expires POSITIVE • Sok Marketler: highly weak set of results in 3Q24 NEGATIVE • ONE United Properties: 3Q24 broadly in line with recent trends NEUTRAL • Al Arabia Outdoor Advertising: weak 3Q24 financial results NEGATIVE • Alpha Services and Holdings: 3Q24 results highlights – improved outlook NEUTRAL • Inter Cars: Oc...
HTO HELLENIC TELECOMMUNICATIONS ORGANIZATION SA
PZU POWSZECHNY ZAKLAD UBEZPIECZEN SPOLKA AKCYJNA
LOGO LOGO YAZILIM SANAYI VE TICARET A.S.
ALPHA ALPHA BANK AE
CAR INTER CARS S.A.
TLV BANCA TRANSILVANIA S.A.
RICHT RICHTER
SOKM SOK MARKETLER TICARET AS
ONE ONE UNITED PROPERTIES SA
4071 ARABIAN CONTRACTING SERVICES CO
- Research Team
The Rear-View Mirror – EME markets: only the Czech Republic in the bla...
EME Equity Market – October 2024 A red October for the EME indices, only Czechia in positive territory. The MSCI EM Europe Index declined by 6.0% in EUR terms and 8.4% in USD terms in October. The Czech PX index was the only one spared, adding 1.3% mom in EUR terms. Türkiye was battered the most, with the Turkish ISE30 declining by 7.3% mom in EUR terms, followed closely by the Polish WIG20 (-6.7% mom in EUR terms). Greece fell 4.8% mom in EUR terms, while the Hungarian BUX index lost 2.7% mom i...
JMT JERONIMO MARTINS SGPS S.A.
OPAP GREEK ORGANISATION OF FOOTBALL PROGNOSTICS SA
KRU KRUK S.A.
EBS ERSTE GROUP BANK AG
CEZ CEZ AS
ACP ASSECO POLAND SA
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.
ALK ALKALOID AD SKOPJE
BIMAS BIM BIRLESIK MAGAZALAR A.S.
WIZZ WIZZ AIR HOLDINGS PLC
SPL SANTANDER BANK POLSKA SA
MIL BANK MILLENNIUM SA
BSK ING BANK SLASKI S.A.
BDX BUDIMEX S.A.
GEKTERNA GEK TERNA
KTY GRUPA KETY SA
TPS ORANGE POLSKA S.A.
CAI CA IMMOBILIEN ANLAGEN AG
MYTIL MYTILINEOS S.A.
SAR GR. SARANTIS S.A.
LPP LPP S.A.
AKCNS AKCANSA CIMENTO
ASELS ASELSAN ELEKTRONIK SANAYI VE TICARET A.S. CLASS B
CIMSA CIMENTO SANYAI VE TICARET A.S.
CCC CCC SA
2310 SAHARA INTERNATIONAL PETROCHEMICAL COMPANY
DOM DOM DEVELOPMENT SA
AEGN AEGEAN AIRLINES SA
MGROS MIGROS TICARET A.S
ARCLK ARCELIK A.S.
OTKAR OTOKAR OTOMOTIV VE SAVUNMA SANAYI A.S.
EUR EUROCASH S.A.
GSPARK GRAPHISOFT PARK SE
ALR ALIOR BANK SA
OTOEL AUTOHELLAS S.A.
WPL WIRTUALNA POLSKA HOLDING SA
SAB1L SIAULIU BANKAS
BRD BRD-GROUPE SOCIETE GENERALE
MONET MONETA MONEY BANK AS
SNP PETROM S.A.
TOFAS TOFAS TURK OTOMOBIL FABRIKASI A.S.
DNP DINO POLSKA S.A.
RICHT RICHTER
R22 R22
MCOV B MEDICOVER AB
ADNOCDIST ADNOC DISTRIBUTION PJSC
CGEO GEORGIA CAPITAL
SOKM SOK MARKETLER TICARET AS
KAP NATIONAL ATOMIC COMPANY KAZATOMPROM
ALG ALLEGRO.EU SA
KSPI KASPI KZ
INPST INPOST S.A.
WPS W.A.G PAYMENT SOLUTIONS PLC
ADNOCDRILL ADNOC DRILLING CO
7202 ARABIAN INTERNET & COMMUNICATIONS SERVICES CO
ELPE HELLENIQ ENERGY
4071 ARABIAN CONTRACTING SERVICES CO
AIRA AIR ASTANA JSC
GEV GEVORKYAN A.S.
EQS-News: ANDRITZ verzeichnet solide Entwicklung im dritten Quartal 20...
EQS-News: Andritz AG / Schlagwort(e): 9-Monatszahlen/Quartalsergebnis ANDRITZ verzeichnet solide Entwicklung im dritten Quartal 2024 31.10.2024 / 07:30 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. GRAZ, 31. OKTOBER 2024. Der internationale Technologiekonzern ANDRITZ verzeichnete im dritten Quartal 2024 trotz des weiterhin herausfordernden wirtschaftlichen Umfelds eine solide Geschäftsentwicklung. Während sich der Auftragseingang im Vergleich zum dritten Quartal 2023 erhöhte, blieb die Rentabilität (EBITA-Marge) stabil und der Umsat...
EQS-News: ANDRITZ reports solid development in Q3 2024
EQS-News: Andritz AG / Key word(s): 9 Month figures/Quarter Results ANDRITZ reports solid development in Q3 2024 31.10.2024 / 07:30 CET/CEST The issuer is solely responsible for the content of this announcement. GRAZ, OCTOBER 31, 2024 International technology group ANDRITZ reported solid business development in the third quarter of 2024 despite the continuously challenging economic environment. While order intake increased from the third quarter of 2023, profitability (EBITA margin) remained stable, and revenue declined slightly. The increase in order intake was driven by...
- Research Team
WOOD Daily: MONET CP; ALR PW; OPL PW; KTY PW; CEZ CP; WPS LN; GE Macro...
HEADLINES: • MONETA Money Bank: solid, good, 3Q24 results in line with expectations NEUTRAL • Alior Bank: 3Q24 in line, but we may be at the peak NEUTRAL • Orange Polska: 3Q24 results – EBITDAaL up 3% yoy, 2% above consensus on one-offs; EBITDAaL excluding one-offs in line; 2024E guidance reiterated NEUTRAL • Kety: full 3Q24 results below preliminaries NEGATIVE • CEZ: Babis promoting a buyout of the CEZ minorities POSITIVE • Eurowag: solid 3Q24 trading update POSITIVE • Georgia macro: NBG keeps ...
EQS-News: First wienerberger Investor Day: Focus on Sustainable Growth...
EQS-News: Wienerberger AG / Key word(s): Conference/Sustainability First wienerberger Investor Day: Focus on Sustainable Growth in Piping and Roofing Business 21.10.2024 / 10:00 CET/CEST The issuer is solely responsible for the content of this announcement. First wienerberger Investor Day: Focus on Sustainable Growth in Piping and Roofing Business › wienerberger continues successful growth path of developing holistic solutions for sustainable construction › Strategic innovations in water & energy management and roofing systems position wienerberger to meet rising demand...
- Charlotte Vaisse
- Jerôme Bodin
- Marc Lavaud
ODDO BHF Small & MIDCAP MORNING NEWS - 10/18/2024
The recovery in growth in the IT & engineering services sector is undermined by the still mixed macroeconomic climate and the setbacks in the automotive and aerospace sectors. The improvement in sector momentum will therefore be minimal in H2 2024 with a growing decorrelation between the US which should be robust and a stagnating Europe. This leads us to adopt a more cautious approach on companies in our sector (revision to our 2025 growth estimates for 12 companies) and to prefer Acc...
- Charlotte Vaisse
- Jerôme Bodin
- Marc Lavaud
ODDO BHF Small & MIDCAP MORNING NEWS - 18/10/2024
La reprise de la croissance du secteur IT & Engineering Services est mise à mal par un contexte macro toujours mitigé et par les déboires des secteurs Auto et Aéro. Ainsi, l’amélioration de la dynamique du secteur sera minimale au S2 2024 et probablement aussi au S1 2025, avec une décorrélation grandissante entre les US qui devraient être solides et une Europe stagnante. Ceci nous amène à adopter une approche plus prudente pour les sociétés de notre secteur (révision de croissance 202...
- Chaima Ferrandon
- Sven Edelfelt
Wienerberger : Keep dreaming bigger
>An Investor Day dedicated to pipes and roofing - Yesterday, Wienerberger organised a visit to its FloPlast pipe manufacturing plant in Sittingbourne, south-east London. The aim of this Investor Day was to present the group's pipe/roofing activities in the UK and Ireland (~15% of the group). The group has set itself ambitious long-term targets, aiming to achieve sales of € 2bn for each of these segments in Europe (compared with € 1.2bn and € 1.3bn respectively at pres...
- Chaima Ferrandon
- Sven Edelfelt
Wienerberger : Toujours rêver plus haut
>Un « Investor Day » dédié aux tuyaux et à la toiture - Wienerberger a organisé hier une visite de son usine de fabrication de tuyaux FloPlast à Sittingbourne dans le sud-est de Londres. L'objectif de cet Investor Day était de présenter les activités du groupe au UK et en Irlande dans les activités tuyaux/ toiture (~15% du groupe). Le groupe affiche des objectifs long terme ambitieux et vise un CA de 2 Md€ pour chacun de ces segments en Europe (vs respectivement 1.2 M...
EQS-News: wienerberger acquires Czech concrete pavers manufacturer to ...
EQS-News: Wienerberger AG / Key word(s): Takeover/Strategic Company Decision wienerberger acquires Czech concrete pavers manufacturer to meet growing demand and strengthen local value-creation 15.10.2024 / 08:00 CET/CEST The issuer is solely responsible for the content of this announcement. wienerberger acquires Czech concrete pavers manufacturer to meet growing demand and strengthen local value-creation With the acquisition of Betonarna Lesonice s.r.o. wienerberger reinforces its position in the construction and infrastructure sector for concrete paving and innovative ...
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