reports
- Research Team
WOOD Daily: BRISA TI; MBK PW; Polish telecoms; MYTIL GA
HEADLINES: • Brisa: takeaways from the virtual CMD, and FY25E guidance • mBank: 2Q25 FX mortgage saga costs at PLN 539.6m NEUTRAL • Polish telecoms: T-Mobile Poland announces new 2P mobile & fibre bundle POSITIVE • Metlen: details of the 1-for-1 share exchange offer • Short News (CEZ)
MBank S.A.: 1 director
A director at MBank S.A. sold 546 shares at 801.930PLN and the significance rating of the trade was 58/100. 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 clearly showin...
MOL Hungarian Oil and Gas: 1 director
A director at MOL Hungarian Oil and Gas sold 27,355 shares at 2,868.000HUF and the significance rating of the trade was 56/100. 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 ...
- Patrick Steiner
- Patrick Steiner
- Patrick Steiner
- Mihaly Gajda
MOL beats consensus on unusually strong Q1 refined product sales
The company outperformed market consensus across all key metrics—USD 833 mn clean EBITDA, USD 495 mn EBIT, and USD 393 mn net profit—the surprise is mainly driven by an unusual 15% YoY increase in Downstream sales and consolidation effects. Upstream also surprised positively due to lower exploration spending and limited royalty impact. Other segments had lower but also positive surprise.
- Martin Marandon-Carlhian
- Stephane Houri
- Thomas Zlowodzki
IFX INFINEON TECHNOLOGIES AG
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
EDP EDP-ENERGIAS DE PORTUGAL SA
ZURN ZURICH INSURANCE GROUP LTD
LONN LONZA GROUP AG
RHM RHEINMETALL AG
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
ENEL ENEL SPA
EDW EDP RENOVAVEIS SA
AMS AMADEUS IT GROUP SA CLASS A
OTP OTP BANK NYRT
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
WLN WORLDLINE SA
CLNX CELLNEX TELECOM S.A.
INGA ING GROEP NV
LDO LEONARDO SPA
MOL MOL HUNGARIAN OIL & GAS PLC CLASS A
KBX KNORR-BREMSE AG
NEXI NEXI S.P.A.
NLBR NOVA LJUBLJANSKA BANKA DD LJUBLJANA
CPR DAVIDE CAMPARI-MILANO N.V.
ENR SIEMENS ENERGY AG
- Martin Marandon-Carlhian
- Stephane Houri
- Thomas Zlowodzki
IFX INFINEON TECHNOLOGIES AG
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
EDP EDP-ENERGIAS DE PORTUGAL SA
ZURN ZURICH INSURANCE GROUP LTD
LONN LONZA GROUP AG
RHM RHEINMETALL AG
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
ENEL ENEL SPA
EDW EDP RENOVAVEIS SA
AMS AMADEUS IT GROUP SA CLASS A
OTP OTP BANK NYRT
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
WLN WORLDLINE SA
CLNX CELLNEX TELECOM S.A.
INGA ING GROEP NV
LDO LEONARDO SPA
MOL MOL HUNGARIAN OIL & GAS PLC CLASS A
KBX KNORR-BREMSE AG
NEXI NEXI S.P.A.
NLBR NOVA LJUBLJANSKA BANKA DD LJUBLJANA
CPR DAVIDE CAMPARI-MILANO N.V.
ENR SIEMENS ENERGY AG
- Oleg Galbur
- Egor Fedorov
- James Wilson
- Ahmed Ben Salem
DHL DHL GROUP
FP TOTAL SE
EQNR EQUINOR ASA
MT ARCELORMITTAL SA
KNEBV KONE OYJ CLASS B
TKA TELEKOM AUSTRIA AG
FORTUM FORTUM OYJ
DAI DAIMLER AG
RXL REXEL SA
MMK MAYR-MELNHOF KARTON AG
OMV OMV AG
AMUN AMUNDI SA
SCHP SCHINDLER HOLDING AG PREF
SAN SANOFI
NEX NEXANS SA
VOW3 VOLKSWAGEN AG PREF
CAP CAPGEMINI SE
REP REPSOL SA
ASM ASM INTERNATIONAL N.V.
NEM NEMETSCHEK SE
KGX KION GROUP AG
AENA AENA SME SA
ANDR ANDRITZ AG
SNP PETROM S.A.
AZN ASTRAZENECA PLC
BP. BP P.L.C.
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
ADYEN ADYEN NV
STLA STELLANTIS N.V.
UMG UNIVERSAL MUSIC GROUP NV
ATCO A ATLAS COPCO AB
STMN STRAUMANN HOLDING AG
GSK GSK PLC
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
DSFIR KONINKLIJKE DSM N.V.
- Ahmed Ben Salem
DHL DHL GROUP
FP TOTAL SE
EQNR EQUINOR ASA
MT ARCELORMITTAL SA
GALP GALP ENERGIA SGPS SA CLASS B
KNEBV KONE OYJ CLASS B
TKA TELEKOM AUSTRIA AG
FORTUM FORTUM OYJ
DAI DAIMLER AG
RXL REXEL SA
MMK MAYR-MELNHOF KARTON AG
OMV OMV AG
AMUN AMUNDI SA
SCHP SCHINDLER HOLDING AG PREF
SAN SANOFI
NEX NEXANS SA
VOW3 VOLKSWAGEN AG PREF
CAP CAPGEMINI SE
REP REPSOL SA
ASM ASM INTERNATIONAL N.V.
NEM NEMETSCHEK SE
AENA AENA SME SA
ANDR ANDRITZ AG
SNP PETROM S.A.
AZN ASTRAZENECA PLC
BP. BP P.L.C.
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
ADYEN ADYEN NV
STLA STELLANTIS N.V.
UMG UNIVERSAL MUSIC GROUP NV
ATCO A ATLAS COPCO AB
STMN STRAUMANN HOLDING AG
GSK GSK PLC
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
DSFIR KONINKLIJKE DSM N.V.
- Patrick Steiner
- Research Team
WOOD Daily: PEO PW; KOMB CP; EBS AV; MBK PW; SPL PW; CCC PW; PCF PW; C...
HEADLINES: • Bank Pekao: very solid 1Q25, supporting our 2025E 20%+ ROE, trading at 1.3x BV and a 9%+ yield very attractive • Komercni Banka: beat on 1Q25 bottom line driven by LLPs releases, pre-provision profit falls short of expectations NEUTRAL • Erste Bank: 1Q25 results in line; 2025E ROTE guidance sustained, but market focus on potential big M&A effort • mBank: 1Q25 solid, but valuation reflects recovery already; 2025E revenue guidance a little disappointing • Santander Bank Polska: solid ...
PEO BANK POLSKA KASA OPIEKI SA
EBS ERSTE GROUP BANK AG
OMV OMV AG
PKO PKO BANK POLSKI S.A.
KOMB KOMERCNI BANKA A.S.
PZU POWSZECHNY ZAKLAD UBEZPIECZEN SPOLKA AKCYJNA
SPL SANTANDER BANK POLSKA SA
BDX BUDIMEX S.A.
GEKTERNA GEK TERNA
AKCNS AKCANSA CIMENTO
ASELS ASELSAN ELEKTRONIK SANAYI VE TICARET A.S. CLASS B
CIMSA CIMENTO SANYAI VE TICARET A.S.
CCC CCC SA
CCOLA COCA-COLA ICECEK A.S.
ENA ENEA S.A.
PGE PGE POLSKA GRUPA ENERGETYCZNA S.A.
TKNSA TEKNOSA IC VE DIS TICARET AS
OTP OTP BANK NYRT
CAR INTER CARS S.A.
TUPRS TURKIYE PETROL RAFINERILERI A.S.
TPE TAURON POLSKA ENERGIA S.A.
BRD BRD-GROUPE SOCIETE GENERALE
TLV BANCA TRANSILVANIA S.A.
SNP PETROM S.A.
RICHT RICHTER
MCOV B MEDICOVER AB
PCF PCF GROUP SA
BOROUGE BOROUGE
FTSHP FOOTSHOP A.S.
GEV GEVORKYAN A.S.
- Delphine Brault
SU SCHNEIDER ELECTRIC SE
KNEBV KONE OYJ CLASS B
ABB ABB LTD.
RXL REXEL SA
ALO ALSTOM SA
SCHP SCHINDLER HOLDING AG PREF
SUN SULZER AG
DOKA DORMAKABA HOLDING AG
ASSA B ASSA ABLOY AB CLASS B
ANDR ANDRITZ AG
SIE SIEMENS AG
VOS VOSSLOH AG
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
KBX KNORR-BREMSE AG
SRAIL STADLER RAIL AG
ENR SIEMENS ENERGY AG
ATCO A ATLAS COPCO AB
- Chaima Ferrandon
- Sven Edelfelt
LRC LEGRAND
BN DANONE SA
SU SCHNEIDER ELECTRIC SE
KNEBV KONE OYJ CLASS B
VOLV B VOLVO AB CLASS B
FGR EIFFAGE SA
ABB ABB LTD.
RXL REXEL SA
KBC KBC GROUP N.V.
ALO ALSTOM SA
SCHP SCHINDLER HOLDING AG PREF
BAYN BAYER AG
SUN SULZER AG
DOKA DORMAKABA HOLDING AG
ASSA B ASSA ABLOY AB CLASS B
ANDR ANDRITZ AG
SAP SAP SE
SIE SIEMENS AG
VOS VOSSLOH AG
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
KBX KNORR-BREMSE AG
AKZA AKZO NOBEL N.V.
SRAIL STADLER RAIL AG
ENR SIEMENS ENERGY AG
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
ATCO A ATLAS COPCO AB
- Delphine Brault
TEMN TEMENOS AG
SU SCHNEIDER ELECTRIC SE
KNEBV KONE OYJ CLASS B
ABB ABB LTD.
RXL REXEL SA
POM PLASTIC OMNIUM SE
ARYN ARYZTA AG
ALO ALSTOM SA
SCHP SCHINDLER HOLDING AG PREF
FAE FAES FARMA S.A.
SUN SULZER AG
ROYAL VOPAK NV
DOKA DORMAKABA HOLDING AG
ASSA B ASSA ABLOY AB CLASS B
ANDR ANDRITZ AG
CSM CORBION NV
SIE SIEMENS AG
TKWY JUST EAT TAKEAWAY.COM N.V.
VOS VOSSLOH AG
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
KBX KNORR-BREMSE AG
SRAIL STADLER RAIL AG
ENR SIEMENS ENERGY AG
ATCO A ATLAS COPCO AB
- Benoit Valleaux
- Steven Gould
AXA AXA
LRC LEGRAND
BN DANONE SA
SU SCHNEIDER ELECTRIC SE
KNEBV KONE OYJ CLASS B
VOLV B VOLVO AB CLASS B
FGR EIFFAGE SA
ABB ABB LTD.
RXL REXEL SA
KBC KBC GROUP N.V.
ALO ALSTOM SA
SCHP SCHINDLER HOLDING AG PREF
BAYN BAYER AG
SUN SULZER AG
DOKA DORMAKABA HOLDING AG
ASSA B ASSA ABLOY AB CLASS B
ANDR ANDRITZ AG
SAP SAP SE
SIE SIEMENS AG
VOS VOSSLOH AG
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
KBX KNORR-BREMSE AG
AKZA AKZO NOBEL N.V.
SRAIL STADLER RAIL AG
ENR SIEMENS ENERGY AG
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
ATCO A ATLAS COPCO AB
- Delphine Brault
TEMN TEMENOS AG
SU SCHNEIDER ELECTRIC SE
KNEBV KONE OYJ CLASS B
ABB ABB LTD.
RXL REXEL SA
POM PLASTIC OMNIUM SE
ARYN ARYZTA AG
ALO ALSTOM SA
SCHP SCHINDLER HOLDING AG PREF
FAE FAES FARMA S.A.
SUN SULZER AG
ROYAL VOPAK NV
DOKA DORMAKABA HOLDING AG
ASSA B ASSA ABLOY AB CLASS B
ANDR ANDRITZ AG
CSM CORBION NV
SIE SIEMENS AG
TKWY JUST EAT TAKEAWAY.COM N.V.
VOS VOSSLOH AG
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
KBX KNORR-BREMSE AG
SRAIL STADLER RAIL AG
ENR SIEMENS ENERGY AG
ATCO A ATLAS COPCO AB
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