AUCTUS PUBLICATIONS ________________________________________ Chariot (CHAR LN) C: target price of £0.50 per share: High impact well offshore Morocco on track to spud in August – The FY23 financials were in line with our forecasts. The high impact Anchois East well is expected to spud in August. A drilling success could increase the size of Anchois to over 1 tcf (300 bcf net to Chariot). Our overall unrisked NAV for Anchois, including Anchois East Footwall and Anchois East North Flank, is £0.42 p...
HEADLINES: • Erste Bank: strong capital position, strong returns (stays BUY) • NLB Group: presentation of offer to Addiko shareholders – takeaways NEUTRAL • Wirtualna Polska: concludes conditional agreement to acquire Romanian travel e-commerce business POSITIVE • ADNOC Drilling JV increases its stake in Gordon Technologies POSITIVE • Richter: Mithra declares bankruptcy, Richter talks continue NEUTRAL • OMV: starts up co-processing biofuels plant at Schwechat refinery NEUTRAL • LPP: 1Q24E result...
HEADLINES: • Europe macro: European parliamentary elections – broadly as expected • Greece macro: 1Q GDP flash estimate shows improvement • Inter Cars: May sales up by a mere 2% yoy NEGATIVE • OMV: New Zealand to lift ban on oil exploration, which may benefit the company POSITIVE • OMV Petrom: to acquire PV projects with 130 MW capacity, with partner Renovatio NEUTRAL • Short News (BHW, HUG)
HEADLINES: • NLB Group: a tale of growth and expansion (BUY - transfer of coverage) • Greek banks: SSM greenlights banks' dividend distributions POSITIVE • Poland macro: NBP extends the pause • Piraeus Financial Holdings: revises 2024E guidance up POSITIVE • Auto Partner: May sales up by a limited 7% yoy NEGATIVE • Global airlines: French ATC strikes prompt Ryanair to call on EU to take action to protect freedom of movement NEGATIVE • mBank: announces path for succession in Management Board NEUT...
EQS-News: UNIQA Insurance Group AG / Schlagwort(e): Dividende/Hauptversammlung UNIQA Insurance Group AG: Dividendenbekanntmachung 04.06.2024 / 08:19 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. DIVIDENDENBEKANNTMACHUNG In der am 03. Juni 2024 stattgefundenen 25. ordentlichen Hauptversammlung der Aktionär:innen von UNIQA Insurance Group AG (FN 92933 t, Handelsgericht Wien) wurde für das Geschäftsjahr 2023 die Ausschüttung einer Dividende von 57 Cent je dividendenberechtigter Stückaktie beschlossen. Dividendenzahltag ist Montag, ...
EQS-News: UNIQA Insurance Group AG / Key word(s): Dividend/AGM/EGM UNIQA Insurance Group AG: Dividend Announcement 04.06.2024 / 08:19 CET/CEST The issuer is solely responsible for the content of this announcement. Unofficial translation from the German language – only the German language version is legally binding DIVIDEND ANNOUNCEMENT The 25th Annual General Meeting of UNIQA Insurance Group AG (FN 92933 t, Commercial Court of Vienna) held on June 03, 2024 approved a dividend payment of 57 cents per dividend entitled share for the financial year 2023. Dividend paymen...
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,...
EQS-News: STRABAG SE / Schlagwort(e): Quartalsergebnis STRABAG SE Trading Statement Q1-2024: Anhaltend hoher Auftragsbestand als solide Grundlage für weiteren Jahresverlauf 29.05.2024 / 07:00 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. STRABAG SE Trading Statement Q1-2024: Anhaltend hoher Auftragsbestand als solide Grundlage für weiteren Jahresverlauf Leichtes Leistungsplus von 2 % Auftragsbestand im Jahresvergleich stabil, gegenüber Jahresende 2023 um 5 % auf € 24,6 Mrd. ausgebaut Ausblick 2024 bestätigt: Leistung rd. € 19,4 Mr...
EQS-News: STRABAG SE / Key word(s): Quarter Results STRABAG SE Trading Statement Q1/2024: Continued high order backlog as solid basis for rest of year 29.05.2024 / 07:00 CET/CEST The issuer is solely responsible for the content of this announcement. STRABAG SE Trading Statement Q1/2024: Continued high order backlog as solid basis for rest of year Slight output growth of 2% Order backlog stable year-on-year, plus of 5% to € 24.6 billion compared to year-end 2023 Outlook for 2024 confirmed: output volume around € 19.4 billion, EBIT margin ≥ 4% ...
HEADLINES: • Jahez: shifting up a gear (upgraded to BUY) • Ilirija d.d.: on track for another solid summer season (NOT RATED) • Ford Otosan: 1Q24 results – operating margin evolution as expected NEUTRAL • Tofas: 1Q24 results – operating performance as expected NEUTRAL • Auto Partner: 1Q24 results in line with the prelims; 34% yoy increase in logistics costs is the major concern NEUTRAL • CA Immo: 1Q24 – rents up 6% yoy lfl, more sales above book, pre-tax FFO I of EUR 26m NEUTRAL • Wirtualna Pols...
After some relief for markets on the data front this week, a period of quiet in terms of macro news should offer a further window for new supply to come from EM issuers ahead of an expected summer lull. Spread levels remain well anchored and EM credit should continue to see robust demand from yield-seeking investors.
HEADLINES: • mBank: solid 1Q24 results justify one of the top market valuations (1Q24 P/BV of 2.1x) POSITIVE • OTP Bank: books solid 1Q24, keeps 2024E guidance unchanged NEUTRAL • Bank Millennium: 1Q24 results in line • CCC: 40% EBITDA beat in 1Q24, on opex control POSITIVE • Dino: 2-7% EBITDA miss in 1Q24 NEGATIVE • AmRest: 1Q24 broadly in line with our forecasts, but below the consensus NEGATIVE • MOL: 1Q24 results – EBITDA below expectations on maintenance NEUTRAL • MedLife: 1Q24 results poin...
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...
HEADLINES: • Budimex: 1Q24 EBIT 13% above our forecast on solid gross margin, but broadly in line with the consensus POSITIVE • European oil and gas monthly: April 2024 – margins retreating • Bank Handlowy: to pay PLN 10/share dividend NEUTRAL • PKO BP: estimates cost of credit holidays extension at PLN 489m NEUTRAL • Bank Millennium: expects a PLN 201-247m impact from the 2024E credit holidays extension for PLN mortgagors NEUTRAL • Inter Cars: April sales recover by 19.5% yoy POSITIVE • MOL: 1Q...
Refining margins retreated again in April, by USD 1.2/bbl, to USD 12.6/bbl, remaining about 40% higher than usual for the season. Petrol cracks continued their seasonal rising trend, but diesel weakened more. Polymer margins had a positive month, but olefins and aromatics saw their margins go the other way.
EQS-News: STRABAG SE / Schlagwort(e): Ankauf STRABAG stärkt Leistungsportfolio im Technischen Facility Management durch Übernahme von Teilen der VAMED 07.05.2024 / 22:40 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. STRABAG stärkt Leistungsportfolio im Technischen Facility Management durch Übernahme von Teilen der VAMED Erwerb der Geschäftsbereiche AKH Wien technische Betriebsführung und AKH Wien Bauprojekte, des österreichischen Projektentwicklungsgeschäfts sowie der Thermenbeteiligungen Gemeinsame Beteiligungsgesellschaft von STR...
EQS-News: STRABAG SE / Key word(s): Acquisition STRABAG expands service portfolio in technical facility management with acquisition of parts of VAMED 07.05.2024 / 22:40 CET/CEST The issuer is solely responsible for the content of this announcement. STRABAG expands service portfolio in technical facility management with acquisition of parts of VAMED Acquisition of technical operations management and construction projects divisions of Vienna General Hospital (AKH Wien), Austrian project development business and spa holdings Purchase agreement signed by joint STRABAG SE and...
Key Message OMV reported a clean CCS-based operating result of EUR 1,483 mn, marking a29% decrease YoY, but a 4% increase QoQ. This result is also considerablyabove the consensus estimate by 7%. With this result, OMV exceeded marketconsensus by 15%. The positive surprise was driven by the Chemicals(Petrochemistry) and Energy (E&P) segments, although the Fuels and Feedstocksegment performed below expectations.Key positives The most significant positive development is the recovery indicated by E...
HEADLINES: • mBank: revises up 1Q24 FX mortgage saga costs NEUTRAL • GEVORKYAN: 4Q23 results broadly in line; new contracts from Poland and Sweden NEUTRAL • DataWalk: preliminary 1Q24 results – sales up 100% yoy, to PLN 6.43m POSITIVE • DataWalk: key takeaways from the 1Q24 preliminary earnings call POSITIVE • Wirtualna Polska: real users in April 2024 NEUTRAL • Wirtualna Polska: 1Q24E preview – 9% yoy adjusted EBITDA growth expected (due on 21 May) • Grupa Pracuj: 1Q24E results preview – flat y...
AUCTUS PUBLICATIONS ________________________________________ ADX Energy (ADX AU)C; target price of A$0.75 per share: Raising new equity to fund a high impact activity programme – ADX has raised A$13.5 mm of new equity priced at A$0.105 per share. One free-attaching option will be issued for evert two placement shares with an exercise price of A$0.15 per share and an expiry date of 08/05/2026. The proceeds from the raise will fund (1) the production testing of the 450 m gas column encountered at ...
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