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Research Team
  • Research Team

WOOD Daily: ETEL EY (initiation), KGH PW (reinitiation), TENERGY GA, C...

HEADLINES: • Telecom Egypt: the jewel of the Nile (BUY - initiation of coverage) • KGHM: medium-term headwinds, followed by long-term strength (Hold - reinitiation of coverage) • Terna Energy: 9M22 review - strong performance on higher trading and load factors • CCC: final 3Q22 results a notch above the prelims; 29% yoy sales growth in November POSITIVE • Shoper: GMV growth over Black Friday-Cyber Monday decelerated to 10% yoy, 22ppt below 3Q22 NEGATIVE • Polish media: WP TV's audience share ...

Research Team
  • Research Team

The Rear-View Mirror – EME markets: Turkey still on top (resend)

EME Equity Market – November 2022 Market performance – Turkey does it again, breezing past everyone else, once more, in November. The MSCI EM Europe Index advanced 11.6% mom in EUR terms and 16.7% mom in USD. The ISE30 index, again, boasted the best performance among our coverage, adding 18.6% mom in EUR terms and 23.9% mom in local currency (lcl) terms. Positive performances were also recorded in the WIG (+14.0% EU /13.0% lcl mom), the BUX (+12.6% EUR/12.0% lcl mom), the BET (+8.4% EUR/8.6% lcl...

BRE MBANK SA
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
TCELL TURKCELL ILETISIM HIZMETLERI A.S.
MOL MOL NYRT
EBS ERSTE GROUP BANK AG
CEZ CEZ AS
PETG PETROL D.D.
ACP ASSECO POLAND SA
KRKG KRKA D.D.
HTO HELLENIC TELECOMMUNICATIONS ORGANIZATION SA
CDR CD PROJEKT S.A.
RBI RAIFFEISEN BANK INTERNATIONAL AG
COG COGNOR HOLDING SA
PKO PKO BANK POLSKI S.A.
ISCTR TURKIYE IS BANKASI ANONIM SIRKETI CLASS C
KOMB KOMERCNI BANKA A.S.
TITK TITAN CEMENT CO. SA
ALK ALKALOID AD SKOPJE
BHW BANK HANDLOWY W WARSZAWIE S.A.
BIMAS BIM BIRLESIK MAGAZALAR A.S.
WIZZ WIZZ AIR HOLDINGS PLC
PZU POWSZECHNY ZAKLAD UBEZPIECZEN SPOLKA AKCYJNA
DOAS DOGUS OTOMOTIV SERVIS VE TICARET A.S.
MIL BANK MILLENNIUM SA
BSK ING BANK SLASKI S.A.
FOYRK FOURLIS HOLDINGS S.A.
MTELEKOM MAGYAR TELEKOM TELECOMMUNICATIONS
SFA SOPHARMA AD
CAI CA IMMOBILIEN ANLAGEN AG
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
SAR GR. SARANTIS S.A.
SPI S IMMO AG
AEFES ANADOLU EFES BIRACILIK VE MALT SANAYII A.S.
EREGL EREGLI DEMIR YE CELIK FABRIKALARI T.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.
DOM DOM DEVELOPMENT SA
AEGN AEGEAN AIRLINES SA
TENERGY TERNA ENERGY S.A.
TTKOM TURK TELEKOMUNIKASYON A.S.
ENA ENEA S.A.
BIZIM BIZIM TOPTAN SATIS MAGAZALARI AS
BFT BENEFIT SYSTEMS S.A. ALLOTMENT
MGROS MIGROS TICARET A.S
PGE PGE POLSKA GRUPA ENERGETYCZNA S.A.
POLY POLYMETAL INTERNATIONAL PLC
LVC LIVECHAT SOFTWARE SA
TPEIR PIRAEUS BANK SA
PPC PUBLIC POWER CORPORATION S.A.
CAR INTER CARS S.A.
AYGAZ AYGAZ A.S.
FROTO FORD OTOMOTIV SANAYI A.S.
OTKAR OTOKAR OTOMOTIV VE SAVUNMA SANAYI A.S.
THYAO TURK HAVA YOLLARI A.O.
TUPRS TURKIYE PETROL RAFINERILERI A.S.
ULKER ULKER BISKUVI SANAYI A.S.
ECH ECHO INVESTMENT
GSPARK GRAPHISOFT PARK SE
CPS CYFROWY POLSAT SA
POSR POZAVAROVALNICA SAVA
GPW WARSAW STOCK EXCHANGE
11B 11 BIT STUDIOS S.A.
TPE TAURON POLSKA ENERGIA S.A.
ALRS ALROSA PJSC
DAT DATAWALK SA
ALR ALIOR BANK SA
OTOEL AUTOHELLAS S.A.
BANK OF CYPRUS PCL
HB HELLENIC BANK LTD.
WPL WIRTUALNA POLSKA HOLDING SA
SKK SIRMA GROUP HOLDING JSC
BELA JUMBO S.A.
SAB1L SIAULIU BANKAS
BRD BRD-GROUPE SOCIETE GENERALE
TLV BANCA TRANSILVANIA S.A.
MONET MONETA MONEY BANK AS
SNG SOCIETATEA NATIONALA DE GAZE NATURALE ROMGAZ SA
BNET BITTNET SYSTEMS
SNP PETROM S.A.
HMX1R HANSAMATRIX AS
DIGI DIGI COMMUNICATIONS NV
DNP DINO POLSKA S.A.
COTE CONPET SA
NBGGY NATIONAL BANK OF GREECE S.A. ADS
SNN SOCIETATEA NATIONALA NUCLEARELECTRICA SA
TEL C.N.T.E.E. TRANSELECTRICA
ELSA SOCIETATEA ENERGETICA ELECTRICA
FP. FONDUL PROPRIETATEA S.A. GDR (REG S)
BVB S.C. BURSA DE VALORI BUCURESTI S.A.
GEB BANK OF GEORGIA
TGN SOCIETATEA NATIONALA DE TRANSPORT GAZE NATURALE TRANSGAZ S.A.
A4L ALLTERCO AD
RICHT RICHTER
ALPHA ALPHA BANK
M MED LIFE
PTKHY PETKIM PETROKIMYA HOLDING AS
ADNOCDIST ADNOC DISTRIBUTION PJSC
CGEO GEORGIA CAPITAL
IIA IMMOFINANZ AG
SOKM SOK MARKETLER TICARET AS
EAT AMREST HOLDINGS SE
NLBR NLB GROUP
ENJSA ENERJISA ENERJI
SF3 STS GROUP AG
TEN TEN SQUARE GAMES
ADKO ADDIKO BANK
PEN PHOTON ENERGY NV
KOFOL KOFOLA CESKOSLOVENSKO A.S.
ILRA-R-A ILIRIJA D.D.
ALG ALLEGRO.EU SA
CZG CESKA ZBROJOVKA GROUP
DUNAHOUSE DUNA HOUSE
INPST INPOST S.A.
PCF PCF GROUP SA
HUGE HUUUGE
WINE ALRO SLATINA
4IG PURCARI WINERIES PCL
IGN1L 4IG NYRT
SHO IGNITIS GRUPE
KCEL SHOPER
GPP KCELL JSC
TNB GRUPA PRACUJ DA
7202 NLB TUTUNSKA BANKA AD SKOPJE
9526 ARABIAN INTERNET & COMMUNICATIONS SERVICES CO
ELPE JAHEZ INTERNATIONAL CO
HELLENIQ ENERGY
Research Team
  • Research Team

Raiffeisen Research Institutional Equity Daily 30.11.2022

 MSCI November Index Review - Standard indices (STD) changes: DEL: Orange Polska; SmallCap indices (SC) changes: DEL: FACC, Telekom Austria;  AT: Andritz - Andritz to supply equipment to Sappi in Austria (neutral)  AT: OMV - Market rumors about Carlyle's interest in OMV's upstream assets (neutral)  AT: Vienna Insurance Group - Hartwig Löger confirmed to become CEO (neutral)  PL: LPP - CEO states company has prepared for weaker sales in coming months (negative)  PL: Santander Bank Polska ...

Research Team
  • Research Team

WOOD Daily: EL RO; GTC PW; SAR GA; PL Macro; RO Macro; HU Macro; CPS P...

HEADLINES: • Electrica: 3Q22 net profit jumps to RON 709m, in line with our expectations • GTC: 3Q22 in line, FFO slightly ahead of last year's level, LTV at 44% NEUTRAL • Sarantis: 9M22 - sales up 10% yoy, erosion in profitability due to high cost environment • Poland macro: 3Q GDP rebounds • Romania macro: on track to stand out next year • Hungary macro: downturn likely to have commenced • Cyfrowy Polsat: key takeaways from the 3Q22 earnings call NEUTRAL • Fondul Proprietatea: takeaways f...

Research Team
  • Research Team

WOOD Daily: AEGN GA; CPS PW; WINE RO; FP RO; COTE RO; DIGI RO; SNG RO;...

HEADLINES: • Aegean Airlines: stellar summer, but visibility limited on 2023E (downgraded to HOLD) • Cyfrowy Polsat: 3Q22 results review - soft numbers, but better than expectations POSITIVE • Purcari Wineries: 3Q22 net profit at RON 14.5m, 31% above our expectations • Fondul Proprietatea: Hidroelectrica's 3Q22 results - small miss, Petrom stake reduced marginally • Conpet: 17% beat on 3Q22 net profit from higher import volumes transported • DIGI Communications: 3Q22 results - pro-forma adj...

Research Team
  • Research Team

WOOD Daily: SGH BU; ILRA CZ; US Macro; RBI AV; PEO PW; ING PW; SHO PW;...

HEADLINES: • Sirma Group Holding: healthy leverage position, amidst slowdown in IT (BUY - transfer of coverage) • Ilirija d.d.: summer season yields solid, yet uneven, results (downgraded to HOLD) • US macro: no surprises, but no respite; recession is coming • Raiffeisen Bank International: EUR 1.1bn in 3Q22 net profit, supported hugely by Russian operations POSITIVE • Bank Pekao: 3Q22 net loss, but results show strength and high profitability POSITIVE • ING BSK: 3Q22 results rather neutral a...

Adrian Kowollik
  • Adrian Kowollik

Cyfrowy Polsat S.A. - Investment Summary - 2 November 2022

Cyfrowy Polsat is the leading Polish media and telco group. Recently, it has also diversified into clean energy and real estate.

Research Team
  • Research Team

The Rear-View Mirror – EME markets: all indices up, Turkey outperforms...

EME Equity Market – October 2022 Market performance – in a positive month across the board, Turkey outperforms yet again. The MSCI EM Europe Index advanced by 12.7% mom in EUR terms and 14.4% mom in USD. The ISE30 was, once again, the best-performing index in our coverage, adding 23.4% mom in EUR terms and 25.2% in local currency terms. All the other indices recorded positive performances as well, with the WIG (+14.8% EUR / 11.5% lcl), the BUX (+11.4% EUR / 8.5% lcl) and the ASE (+10.3% EUR) del...

GARAN TURKIYE GARANTI BANKASI ANONIM SIRKETI
PEO BANK POLSKA KASA OPIEKI SA
JMT JERONIMO MARTINS SGPS S.A.
KRU KRUK S.A.
CEZ CEZ AS
ACP ASSECO POLAND SA
KRKG KRKA D.D.
CDR CD PROJEKT S.A.
YKBNK YAPI VE KREDI BANKASI A.S.
OMV OMV AG
PGN POLSKIE GORNICTWO NAFTOWE I GAZOWNICTWO SA
COG COGNOR HOLDING SA
ISCTR TURKIYE IS BANKASI ANONIM SIRKETI CLASS C
KOMB KOMERCNI BANKA A.S.
GWI GLOBALWORTH REAL ESTATE INVESTMENTS LIMITED
ALK ALKALOID AD SKOPJE
BHW BANK HANDLOWY W WARSZAWIE S.A.
WIZZ WIZZ AIR HOLDINGS PLC
SPL SANTANDER BANK POLSKA SA
MIL BANK MILLENNIUM SA
BSK ING BANK SLASKI S.A.
FOYRK FOURLIS HOLDINGS S.A.
GEKTERNA GEK TERNA
TPS ORANGE POLSKA S.A.
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
MYTIL MYTILINEOS S.A.
LPP LPP S.A.
AKBNK AKBANK TAS
ASELS ASELSAN ELEKTRONIK SANAYI VE TICARET A.S. CLASS B
BRISA BRISA-BRIDGESTONE SABANCI LASTIK SANAYI VE TICARET A.S.
EREGL EREGLI DEMIR YE CELIK FABRIKALARI T.A.S.
CCC CCC SA
CCOLA COCA-COLA ICECEK A.S.
VESBE VESTEL BEYAZ ESYA SANAYI VE TICARET
DOM DOM DEVELOPMENT SA
BFT BENEFIT SYSTEMS S.A. ALLOTMENT
MGROS MIGROS TICARET A.S
LVC LIVECHAT SOFTWARE SA
CAR INTER CARS S.A.
ARCLK ARCELIK A.S.
FROTO FORD OTOMOTIV SANAYI A.S.
OTKAR OTOKAR OTOMOTIV VE SAVUNMA SANAYI A.S.
TKFEN TEKFEN HOLDING
CPS CYFROWY POLSAT SA
11B 11 BIT STUDIOS S.A.
TPE TAURON POLSKA ENERGIA S.A.
ALRS ALROSA PJSC
DAT DATAWALK SA
ALR ALIOR BANK SA
WPL WIRTUALNA POLSKA HOLDING SA
BELA JUMBO S.A.
SAB1L SIAULIU BANKAS
BRD BRD-GROUPE SOCIETE GENERALE
TLV BANCA TRANSILVANIA S.A.
TRP TERAPLAST
MONET MONETA MONEY BANK AS
SNG SOCIETATEA NATIONALA DE GAZE NATURALE ROMGAZ SA
SNP PETROM S.A.
TOFAS TOFAS TURK OTOMOBIL FABRIKASI A.S.
HMX1R HANSAMATRIX AS
COTE CONPET 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.
A4L ALLTERCO AD
RICHT RICHTER
CGEO GEORGIA CAPITAL
ZB-R-A ZAGREBACKA BURZA DD
SF3 STS GROUP AG
KAP NATIONAL ATOMIC COMPANY KAZATOMPROM
ARNT-R-A ARENATURIST D.D.
TEN TEN SQUARE GAMES
MINING AND METALLURGICAL COMPANY NORILSK NICKEL (GDR)
ALG ALLEGRO.EU SA
KSPI KASPI KZ
INPST INPOST S.A.
HUGE HUUUGE
WINE ALRO SLATINA
4IG PURCARI WINERIES PCL
PCO 4IG NYRT
GPP PEPCO GROUP NV
KLKIM GRUPA PRACUJ DA
KALEKIM KIMYEVI MADDELER SANAYI VE TICARET AS
Research Team
  • Research Team

WOOD Daily: TLV RO; BRD RO; FOYRK GA; SPL PW; CCC PW; TRP RO; ZB CZ; S...

HEADLINES: • Romanian banks: building resilience (Banca Transilvania downgraded to HOLD, BRD-GSG stays HOLD) • Fourlis Group: 2 for the price of 1 (upgraded to BUY) • Santander Bank Polska: strong 3Q22 delivery, largely in line with expectations • CCC: final 2Q22 results below prelims on write-downs of receivables from wholesale partners NEGATIVE • TeraPlast: weak 3Q22 earnings NEGATIVE • Zagreb Stock Exchange: 3Q22 results review - muted performance, despite qoq improvements • Romgaz: 3Q22 ...

Research Team
  • Research Team

Raiffeisen Research Institutional Equity Daily 25.10.2022

 AT: CA Immo - Changes to supervisory board (neutral)  AT: CA Immo - Share buyback programme concluded (neutral)  CZ: Banks, Energy - Two windfall tax proposals to be debated in parliament today (neutral)  PL: CCC - Bondholders agreed to covenant changes (positive)  PL: Orange Polska - Q3 22 EBITDAaL 4.7% ahead of consensus; solid core KPIs (positive)  RO: Electrica - The court rejected Electrica's recourse against ANRE (neutral)  RO: One United Properties - Convert a building within One ...

Research Team
  • Research Team

WOOD Daily: OPL PW; MYTIL GA; KSPI LI; RO Real Estate; MNOD LI; OPL PW...

HEADLINES: • Orange Polska: 3Q22 results - EBITDAaL up 4% yoy, 5% above the consensus POSITIVE • Mytilineos: strong 3Q22, well ahead of our forecasts POSITIVE • Kaspi.kz: 3Q22 results - on track + guidance upgrade • Romanian real estate: postcard from Bucharest • Norilsk Nickel: 3Q22 operating results - 2022 run-rates close to guidance, cautious on 2023E NEUTRAL • Orange Polska: increases mobile contract B2C prices by 6-10% POSITIVE • CCC: bondholders approve changes in covenants NEUTRAL • Cyf...

Research Team
  • Research Team

WOOD Daily: AKBNK TI; GARAN TI; ISCTR TI; YKBNK TI; KRKG SV; MIL PW; A...

HEADLINES: • Turkish banks: shifting sands (Akbank, Garanti Bank, Isbank and Yapi Kredi downgraded to SELL) • Krka: integrated model underpins steady returns (BUY) • Bank Millennium: books a PLN 1bn net loss in 3Q22, but underlying profitability at peak levels NEUTRAL • Arcelik: 3Q22 results - bottom line misses expectations NEUTRAL • Turkish banks: banking watchdog tightens requirements on Lira borrowers • CCC: new share issue extended by institutional investors POSITIVE • Cyfrowy Polsat: to...

Research Team
  • Research Team

WOOD Daily: Orange Polska (upgraded to BUY), PGN PW, KLKIM TI, TPIER G...

HEADLINES: • Orange Polska: bottom fishing (upgraded to BUY) • PGNiG: 3Q22 operating estimates • Kalekim: 3Q22 results - in line NEUTRAL • Piraeus Bank: press reports on the acquisition of the HFSF stake • Erste Bank: 3Q22E results preview (due out on 4 November) • Wirtualna Polska: 3Q22E results preview - 21% yoy adj. EBITDA growth expected (due out 22 November) • Short new (CEZ, EL, TEL, SNP)

Atinc Ozkan ... (+3)
  • Atinc Ozkan
  • Piotr Raciborski
  • CFA

Orange Polska: bottom fishing (upgraded to BUY)

We have upgraded our rating on Orange Polska (OPL) to BUY, from Hold, and cut our 12-month price target (PT) to PLN 8.00/share from PLN 9.43, implying 42% upside potential. After a 26% decline in the share price in the LTM, we believe that most of the risks (inflation, competition risk, pricey 5G auction) are already priced in, and that this might be a good time to start bottom fishing. We like OPL for its decent growth outlook (2021-24E EBITDAaL CAGR of 3.4%), solid FCF (13-11% 2022-23E FCF yie...

Research Team
  • Research Team

Raiffeisen Research Institutional Equity Daily 17.10.2022

 AT: Energy - Excess profit taxes become more likely (negative)  AT: OMV - Fitch Ratings confirms OMV's rating at A- (neutral)  CEE: Banks - Citi plans to leave Russia completely  EU: Telecom - Renewed talks about contributions from internet giants for network expansion (positive)  HU: Banks - Risks from the MNB's emergency rate hike to 18% (negative)  PL: Banks - Bank Handlowy's profit warning on loss in treasury business in Q3 (negative)  PL: Insurance - MTPL prices continued to decli...

Research Team
  • Research Team

WOOD Daily: DOM PW; KOMB CP; LVC PW; GEKTERNA GA; HALKB TI; BFT PW; WP...

HEADLINES: • Dom Development: slower sales and lower margins (downgraded to HOLD) • Komercni Banka: management proposes to pay extra CZK 55.5 DPS by the year-end POSITIVE • LiveChat Software: 2Q22-23 (calendar 3Q22) preliminary results - USD 15.5m sales (+8% yoy, +2% qoq) NEUTRAL • GEK Terna: 1H22 results review - stable cash flow generation • GEK Terna: 1H22 conference call highlights • Halkbank: US judges take up bank's appeal against lower court decision • Benefit Systems: strong end-3Q22...

Research Team
  • Research Team

The Rear-View Mirror – EME markets: Turkey on top again, but muted thi...

EME Equity Market – September 2022 Market performance – in a rough month for the markets, Turkey emerges as the top-performing region, once again. The MSCI EM Europe Index declined 8.3% mom in EUR terms and 10.7% mom in USD in September; while the ISE index outperformed all the other indices once again, but with a muted performance this time, adding just 1.0% mom in EUR terms and 0.1% in local currency terms. All the other indices recorded negative performances, with the Czech PX Index losing 4....

BRE MBANK SA
EUROB EUROBANK ERGASIAS SERVICES & HOLDINGS SA
JMT JERONIMO MARTINS SGPS S.A.
KRU KRUK S.A.
CEZ CEZ AS
PETG PETROL D.D.
CDR CD PROJEKT S.A.
PGN POLSKIE GORNICTWO NAFTOWE I GAZOWNICTWO SA
COG COGNOR HOLDING SA
KOMB KOMERCNI BANKA A.S.
WIZZ WIZZ AIR HOLDINGS PLC
SPL SANTANDER BANK POLSKA SA
GEKTERNA GEK TERNA
MTELEKOM MAGYAR TELEKOM TELECOMMUNICATIONS
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
SAR GR. SARANTIS S.A.
CCC CCC SA
EEG1T EKSPRESS GRUPP A.S.
AEGN AEGEAN AIRLINES SA
TENERGY TERNA ENERGY S.A.
AUG1L AGROWILL GROUP AB
ENA ENEA S.A.
PGE PGE POLSKA GRUPA ENERGETYCZNA S.A.
POLY POLYMETAL INTERNATIONAL PLC
LVC LIVECHAT SOFTWARE SA
TPEIR PIRAEUS BANK SA
PPC PUBLIC POWER CORPORATION S.A.
CAR INTER CARS S.A.
FROTO FORD OTOMOTIV SANAYI A.S.
THYAO TURK HAVA YOLLARI A.O.
TUPRS TURKIYE PETROL RAFINERILERI A.S.
ECH ECHO INVESTMENT
CPS CYFROWY POLSAT SA
11B 11 BIT STUDIOS S.A.
TPE TAURON POLSKA ENERGIA S.A.
ALRS ALROSA PJSC
DAT DATAWALK SA
ALR ALIOR BANK SA
OTOEL AUTOHELLAS S.A.
BANK OF CYPRUS PCL
HB HELLENIC BANK LTD.
WPL WIRTUALNA POLSKA HOLDING SA
BELA JUMBO S.A.
MONET MONETA MONEY BANK AS
SNG SOCIETATEA NATIONALA DE GAZE NATURALE ROMGAZ SA
ADPL-R-A AD PLASTIK D.D.
H4L1 HALYK SAVINGS BANK OF KAZAKHSTAN GDR
SNP PETROM S.A.
PLZL POLYUS (GDR)
COTE CONPET SA
NBGGY NATIONAL BANK OF GREECE S.A. ADS
SNN SOCIETATEA NATIONALA NUCLEARELECTRICA SA
ELSA SOCIETATEA ENERGETICA ELECTRICA
FP. FONDUL PROPRIETATEA S.A. GDR (REG S)
ALPHA ALPHA BANK
PTKHY PETKIM PETROKIMYA HOLDING AS
CGEO GEORGIA CAPITAL
SOKM SOK MARKETLER TICARET AS
EAT AMREST HOLDINGS SE
NLBR NLB GROUP
SF3 STS GROUP AG
TEN TEN SQUARE GAMES
GR6 GRADUS
FINT FINTEL ENERGIJA
KOFOL KOFOLA CESKOSLOVENSKO A.S.
ALG ALLEGRO.EU SA
CZG CESKA ZBROJOVKA GROUP
INPST INPOST S.A.
PCF PCF GROUP SA
HUGE HUUUGE
WINE PURCARI WINERIES PCL
SHO SHOPER
GPP GRUPA PRACUJ DA
Research Team
  • Research Team

WOOD Daily: estimates of the potential Polish windfall tax (PL banks, ...

HEADLINES: • Polish banks: potential impact of the possible 50% windfall tax on all larger Polish companies • Polish utilities: estimates of the effect of the potential windfall tax POSITIVE • Polish retail: possible windfall tax seems to have marginal impact NEUTRAL • Polish TMT: potential implications of the windfall tax NEGATIVE • Polish real estate: potential implications of the windfall tax • Cognor Holding: potential implications of the windfall tax NEGATIVE • Grupa Pracuj: 2Q22 results ...

Research Team
  • Research Team

Raiffeisen Research Institutional Equity Daily 27.09.2022

 AT: Flughafen Wien - IFM increases offer price to EUR 34.0 (positive)  HU: Macro - Hungary to hike rates today strongly again  PL: Banks - Rumours about windfall profit tax (negative)  PL: Cyfrowy Polsat/CCC - Cyfrowy Polsat aims to sell its 1 mn shares of Modivo for PLN 600 mn (positive/positive)  PL: Utilities - The windfall tax impact might be reduced by investing in strategic projects (neutral)

Research Team
  • Research Team

Raiffeisen Research Institutional Equity Daily 16.09.2022

 ATX indices review - FFF changes in S IMMO and Flughafen Wien, small NoS changes in IMMOFINANZ and Marinomed; Andritz to replace voestalpine in the ATX five;  CECE index review - No additions/deletions but changes in FFF and/or NoS in Colt, Moneta, Magyar Telekom, OTP, PKN, PGE  FTSE Index September review - AllWorld (ML) add: Medlife, One United Properties; AllWorld (ML) del: CD Projekt, Cyfrowy Polsat, ams-OSRAM; M->L: Moneta Money Bank, MOL, Gedeon Richter, Banca Transilvania, OMV Petrom ...

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