View 
FILTERS (0)
* Not connected to ResearchPool

MORE FILTERS

  
reports

Raiffeisen Research Institutional Equity Daily 03.06.2022

 WIG20/WIG30 indices review - No change in constituents  AT: OMV - OMV received a binding offer for the acquisition of Borealis' nitrogen business (positive)  Oil&Gas: OPEC+ meeting - OPEC to accelerate oil production in July and August  PL: PKN/Lotos - Lotos and PKN agreed on a share swap ratio, merger finalization aimed for August (neutral/positive)  RU: Moscow Exchange - May trading volumes 5% up yoy, no statistics on account balances (neutral)

Raiffeisen Research Institutional Equity Daily 23.05.2022

 FTSE Index June review - No changes of index constituents in our Coverage Universe  AT: Strabag - Haselsteiner Foundation proposes share buyback resolution to AGM (positive)  CZ: CEZ - CEZ paid for small Gazprom contract in EUR, rumoured to have opened an account with Gazprombank (neutral)  RU: Moscow Exchange - April trading is 8% yoy down, account balances undisclosed (neutral)  RU: Petropavlovsk - A likely initiation of takeover by UMMC (negative)

Raiffeisen Research Institutional Equity Daily 05.04.2022

 AT: Andritz - Andritz to supply Metris platform to Forsyning Helsingor in Denmark (neutral)  AT: PORR - Cartel fine legally binding (neutral)  HR: Podravka - DPS of HRK 13 to be paid to shareholders (positive)  RO: Medlife - Medlife bought 100% of Life Med (positive)  RU: Moscow Exchange - March 2022 statistics: account balances grow 4x yoy and 2.5x mom, the currency split undisclosed; total trading up 71% yoy (positive)

Raiffeisen Research Institutional Equity Daily 31.03.2022

 Oil&Gas: Oil price - A potential announcement of another release of US oil reserves puts pressure on the oil price ahead of today's OPEC meeting  PL: PKN - The 2021 DPS proposal of PLN 3.50 is fully in line with previous guidance and market expectation (neutral)  RU: Fertilisers - Essential goods incl. fertilizers are exempted from any U.S. anti-Russia sanctions (positive)  RU: NLMK - NLMK continues steel supplies to Europe and USA (neutral)  RU: Petropavlovsk - Loan from Gazprombank may ...

Cole Akeson ... (+4)
  • Cole Akeson
  • Dmitry Troshin
  • Georgiy Ivanin
  • Research Team

CIS Market Daily - March 23, 2022

MARKET COMMENT - RSPP PROPOSES STRIPPING MINORITY RIGHTS, EU AND US OFFICIALS CONSIDER MORE SANCTIONS AND EXPELLING RUSSIA FROM THE G20The Russian Union of Industrialists and Entrepreneurs proposed to the government to strip nonresident minority shareholders of their shareholder rights on a temporary basis, according to RBC and other sources. Top EU and US officials remarked that more sanctions would be considered Thursday. Equity trading remains suspended in Russia. STORIES> RSPP proposes to st...

Anton Chernyshev ... (+5)
  • Anton Chernyshev
  • Cole Akeson
  • Dmitry Troshin
  • Georgiy Ivanin
  • Research Team

CIS Market Daily - 23 марта 2022

КОММЕНТАРИЙ И ПРОГНОЗ - РСПП ПРЕДЛАГАЕТ ВРЕМЕННО ОГРАНИЧИТЬ В ПРАВАХ ИНОСТРАННЫХ МИНОРИТАРИЕВ, ЕС И США РАССМАТРИВАЮТ ВОЗМОЖНОСТЬ ВВЕДЕНИЯ НОВЫХ САНКЦИЙРоссийский союз промышленников и предпринимателей предложил правительству временно ограничить в правах иностранных миноритариев, сообщают РБК и другие источники. ЕС и США рассмотрят в четверг возможность введения новых санкций. Торги акциями на МосБирже по-прежнему не проводятся. НОВОСТИ> Цены на нефть после ралли начали стабилизироваться в предд...

Raiffeisen Research Institutional Equity Daily 14.03.2022

 AT: Verbund - Press reports on windfall profit politics, special dividend in discussion (neutral)  CEE: Banks - Deutsche Bank and Commerzbank announced withdrawal from Russia (neutral)  CZ: CEZ - Tender for new block at Dukovany nuclear power plant to be launched this week (neutral)  RU: Russia - Stock market to stay frozen another week (neutral)  RU: Russian Steel - EU bans steel import from Russia (negative)  RU: Russian Steel - Government plans to reduce domestic steel prices by restri...

Raiffeisen Research Institutional Equity Daily 11.03.2022

 AT: Oesterreichische Post - Q4 21 in line, muted outlook wording (neutral)  AT: OMV - Borealis declined the binding offer of EuroChem for the acquisition of its fertilizer business (neutral)  AT: OMV - OMV is considering building a waste sorting plant in Germany (neutral)  CZ: Komercni Banka, Erste Group - Central bank to increase counter-cyclical capital buffer to 2.5% from April 22 (negative)  HR: Hrvatski Telekom - Dividend proposal od HRK 8.00 per share (neutral)  HR: Valamar Riviera ...

Raiffeisen Research Institutional Equity Daily 10.03.2022

 AT: AGRANA - Update on current situation in Ukraine and Russia (neutral)  AT: Lenzing - FY results below expectations on higher cost inflation, outlook of better EBITDA yoy vague, but in line (neutral)  AT: Lenzing - Lenzing appoints Stephen Sielaff to CEO position (neutral)  AT: Verbund - Verbund acquired 70% in a wind/solar portfolio in Spain (neutral)  PL: AmRest - Temporary suspension of operations in Russia (negative)  PL: Eurocash - Solid Q4 21 preliminary figures with EBITDA 14% ah...

Raiffeisen Research Institutional Equity Daily 07.03.2022

 AT: OMV - Initiation of a strategic review on its exposure to Russia will trigger a value adjustment of EUR 1.5-1.8 bn in Q1 22 (negative)  AT: Wienerberger - Share buyback of up to 3% (positive)  HU: OTP - Q4 21 conference call notes with focus on RU/UA (neutral)  RU: Moscow Exchange - Q4 21 conference call: Strategy revision should take time, the stock market trading freeze carries on (neutral)  SI: NLB Group - Conference call on Sberbank Slovenia acquisition (positive)

Andrew Keeley ... (+10)
  • Andrew Keeley
  • Andrey Gromadin
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Arthur Cherkesov
  • Cole Akeson
  • Dmitry Troshin
  • Georgiy Ivanin
  • Konstantin Samarin
  • Research Team

CIS Market Daily - March 3, 2022

MARKET COMMENT - GOVERNMENT MULLS BUYING MORE STOCK, MSCI EXPELS RUSSIARussian stocks remained frozen in Moscow and were mostly frozen abroad as well yesterday. The government is mulling tapping more of the NWF to buy Russian stocks. MSCI will expel Russia from global benchmarks, and ratings agencies have cut the market to junk status.STORIES> MSCI expels Russia from global and emerging benchmarks> GDP could decline by 10-15% in 2022> Weekly inflation surges to 0.45% over February 19-25> Basic s...

Andrew Keeley ... (+11)
  • Andrew Keeley
  • Andrey Gromadin
  • Anton Chernyshev
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Arthur Cherkesov
  • Cole Akeson
  • Dmitry Troshin
  • Georgiy Ivanin
  • Konstantin Samarin
  • Research Team

CIS Market Daily - 3 марта 2022

КОММЕНТАРИЙ И ПРОГНОЗПроизводство в базовых отраслях российской экономики выросло в январе на 1% по сравнению с предыдущим месяцем (с учетом корректировки на сезонную составляющую) после роста на 0,6% в декабре. Динамика улучшилась благодаря оптовой торговли и грузообороту транспорта. В период с 19 по 25 февраля потребительские цены в России выросли на 0,45% против 0,24% неделей ранее. Причинами, судя по всему, стали повышение спроса на непродовольственные товары, а также ослабление рубля, котор...

Andrew Keeley ... (+10)
  • Andrew Keeley
  • Andrey Gromadin
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Arthur Cherkesov
  • Cole Akeson
  • Dmitry Troshin
  • Georgiy Ivanin
  • Konstantin Samarin
  • Research Team

CIS Market Daily - March 2, 2022

MARKET COMMENT - RDX DOWN MORE THAN IN 1998, MSCI RUSSIA THE MOST SINCE 2008 AS MOSCOW TRADING REMAINS CLOSEDWhile Moscow stock trading remains closed, offshore and composite indexes dropped another 6-57%. The RDX offshore DR index has now fallen 91% since its October decade-long peak, a fall sharper than that of 1998 or 2008. The government announced plans to support the market with share purchases, while capital restrictions and supply shocks have also been in the news.STORIES> Government mull...

Andrew Keeley ... (+11)
  • Andrew Keeley
  • Andrey Gromadin
  • Anton Chernyshev
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Arthur Cherkesov
  • Cole Akeson
  • Dmitry Troshin
  • Georgiy Ivanin
  • Konstantin Samarin
  • Research Team

CIS Market Daily - 2 марта 2022

КОММЕНТАРИЙ И ПРОГНОЗСегодня утром котировки Брент выросли до $111/барр., и, вероятно, поднимутся еще выше, хотя МЭА объявило, что страны ОЭСР скоординированно выведут на рынок 60 млн барр. нефти из своих стратегических резервов. После объявлений ВР и Equinor, сделанных ранее на этой неделе, еще несколько крупных международных нефтяных компаний сообщили о решении продать свой бизнес в России или выразили серьезную обеспокоенность сложившейся ситуацией.НОВОСТИ> Нехватка предложения начала сказыва...

Research Team
  • Research Team

WOOD Flash – Russian coverage universe: under review

Russia’s invasion of Ukraine has led to unprecedented dislocations of capital and resources, on top of human tragedies. The sanctions imposed, by the world’s key nations, on Russia, its politicians, institutions, companies and businessmen, as well as the counter-measures introduced by the Russian government, are wide-ranging and continue to be imposed on a daily basis. The most severe sanctions are related to the freezing of the CBR’s FX reserves, as well as the freezing of non-residents’ assets...

Andrew Keeley ... (+14)
  • Andrew Keeley
  • Andrey Gromadin
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Arthur Cherkesov
  • Cole Akeson
  • Dmitry Troshin
  • Ekaterina Sidorova
  • Georgiy Ivanin
  • Igor Rapokhin
  • Konstantin Samarin
  • Maria Martynova
  • Research Team
  • Sergey Donskoy

CIS Market Daily - February 24, 2022

MARKET COMMENT - MILITARY CONFLICT WITH UKRAINE ERUPTS; RUBLE AND FUTURES DOWN MORE THAN 9%Russia entered a military conflict with Ukraine overnight. Prior to the Moscow Exchange halting trading, RTS futures were down more than 9%, with the median stock having fallen 19%. The ruble has declined more than 9% in interbank trading to its weakest level since 1998. The European Council and G7 are to hold emergency summits today, and US President Joe Biden has promised "severe sanctions." STORIES> Rus...

Andrew Keeley ... (+13)
  • Andrew Keeley
  • Andrey Gromadin
  • Anton Chernyshev
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Arthur Cherkesov
  • Cole Akeson
  • Dmitry Troshin
  • Georgiy Ivanin
  • Konstantin Samarin
  • Maria Martynova
  • Research Team
  • Sergey Donskoy

CIS Market Daily - 24 февраля 2022

КОММЕНТАРИЙ И ПРОГНОЗ - ВОЕННЫЙ КОНФЛИКТ В ДОНБАССЕ; КУРС РУБЛЯ И КОТИРОВКИ ФЬЮЧЕРСОВ ТЕРЯЮТ БОЛЕЕ 9%Россия начала специальную военную операцию в Донбассе. До приостановки торгов на Московской бирже индекс РТС успел потерять более 9%, а медианная цена акций опустилась на 19%. Курс рубля снизился более чем на 9%. Европейский совет и страны "большой семерки" проведут сегодня экстренные саммиты, а президент США Джо Байден пообещал "жесткие санкции". НОВОСТИ> На прошлой неделе потребительские цены в...

Raiffeisen Research Institutional Equity Daily 21.02.2022

 FTSE Index March review - AllCap (SML) add: MedLife, Russneft; del: Eurocash; TotalCap (Micro+SML) add: Conpet, Purcari Wineries, Sphera Franchise Group; L->M: MOL, Moscow Exchange  AT: Atrium - Merger with Gazit completed (neutral)  AT: OMV - OMV will not reportedly invest in Achimov IV/V gas field in Russia (neutral)  CZ: CEZ - Czech government to launch tender for the new nuclear power plant in the coming weeks (neutral)  PL: Bank Pekao - Iincrease of FX mortgage related legal risk prov...

Research Team
  • Research Team

WOOD Daily: MBK PW, TRP RO, EAT PW, GTC PW, TEN PW, Previews

HEADLINES: • mBank: 2021 was a breakthrough year, 4Q21 underlying results solid • Teraplast: 4Q21 results below expectations but 2022E guidance maintained NEUTRAL • AmRest: 4Q21 preliminary sales up 36% yoy POSITIVE • GTC: Hungary may liquidate Central Bank foundations • Ten Square Games: technical launch of a new game - Magical District: Hero's Story NEUTRAL • Moscow Exchange: strong volumes imply all-time high profits in 4Q21E (due out on 4 March) NEUTRAL • Dino Polska: 4Q21E results preview...

Research Team
  • Research Team

WOOD Daily: Ignitis (stays BUY), Frontier Banks, EME Strategy, ING PW,...

HEADLINES: • Ignitis Group: bloodied, but still attractive (stays BUY) • Frontier banks: retrospective CHF law approved by Slovenian National Assembly NEGATIVE • EME Strategy: inflation projections revisions • ING BSK: posts very strong 4Q21 results POSITIVE • Garanti: 4Q21 highlights and 2022E targets • OMV: 4Q21 results, EUR 2.3 dividend • OMV Petrom: 4Q21 results, RON 0.0341 dividend • Ozon: 4Q21 and FY21 preliminary results - GMV up 131% in 4Q, 8% above our expectations POSITIVE • Georg...

Loading...
New interest

Save your current filters as a new Interest

Please enter a name for this interest

Email alerts

Would you like to receive real-time email alerts when a new report is published under this interest?

Save This Search

These search results will show up under 'Saved searches' in the left panel

Please enter a name for this saved search

ResearchPool Subscriptions

Get the most out of your insights

Get in touch