reports
- Jerôme Bodin
TKA THYSSENKRUPP AG
EQNR EQUINOR ASA
ETL EUTELSAT COMMUNICATIONS SA
GALP GALP ENERGIA SGPS SA CLASS B
AUTN AUTONEUM HOLDING AG
BLC BASTIDE LE CONFORT MEDICAL SA
PSM PROSIEBENSAT.1 MEDIA SE
RBT ROBERTET SA
ENI ENI S.P.A.
REP REPSOL SA
ERG ERG S.P.A.
KENDR KENDRION NV
PYT POLYTEC HOLDING
B7E BLUE CAP
TWEKA TKH GROUP N.V. CERT
11B 11 BIT STUDIOS S.A.
RUI RUBIS SCA
BP. BP P.L.C.
JST JOST WERKE AG
VK VALLOUREC SA
NA9 NAGARRO
FORSE FORSEE POWER SA
IVG IVECO GROUP
SHEL SHELL PLC
NCH2 THYSSENKRUPP NUCERA AG & CO.
- Jerôme Bodin
TKA THYSSENKRUPP AG
EQNR EQUINOR ASA
ETL EUTELSAT COMMUNICATIONS SA
GALP GALP ENERGIA SGPS SA CLASS B
AUTN AUTONEUM HOLDING AG
BLC BASTIDE LE CONFORT MEDICAL SA
PSM PROSIEBENSAT.1 MEDIA SE
RBT ROBERTET SA
ENI ENI S.P.A.
REP REPSOL SA
ERG ERG S.P.A.
KENDR KENDRION NV
PYT POLYTEC HOLDING
B7E BLUE CAP
TWEKA TKH GROUP N.V. CERT
11B 11 BIT STUDIOS S.A.
RUI RUBIS SCA
BP. BP P.L.C.
JST JOST WERKE AG
VK VALLOUREC SA
NA9 NAGARRO
FORSE FORSEE POWER SA
IVG IVECO GROUP
SHEL SHELL PLC
NCH2 THYSSENKRUPP NUCERA AG & CO.
- Research Team
WOOD Daily: VGO PW; PGE PW; 11B PW; DNP PW; KRKG SV; GEV CP; ELPE GA; ...
HEADLINES: • VIGO Photonics: top Polish defence industry exposure (downgraded to HOLD) • PGE: strong 1Q25 recurring EBITDA, 26% above our expectations POSITIVE • 11 bit studios: weak 1Q25, misses our forecast, on higher opex NEGATIVE • Dino: 2-7% EBITDA beats in 1Q25 NEUTRAL • Krka: 1Q25 – record net profit, on high FX revaluation gains POSITIVE • GEVORKYAN: strong 1Q25 - EBITDA 15% above our expectations, but 2025E guidance implies an EBITDA margin contraction POSITIVE • HELLENiQ Energy: 1Q25 r...
- Rok Stibric
- Julian Dobrovolschi
ENGI ENGIE SA.
EN BOUYGUES SA
HNR1 HANNOVER RUECK SE
CEZ CEZ AS
KBC KBC GROUP N.V.
RF EURAZEO SA
MRK MERCK KGAA
EOAN E.ON SE
ALO ALSTOM SA
ENI ENI S.P.A.
RWE RWE AG
VER VERBUND AG CLASS A
DTE DEUTSCHE TELEKOM AG
ANA ACCIONA SA
BC8 BECHTLE AG
BOSN BOSSARD HOLDING AG
SFSN SFS GROUP AG
SIE SIEMENS AG
PIRC PIRELLI & C. S.P.A.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
DTG DAIMLER TRUCK
SYENS SYENSQO
CVC CVC CAPITAL PARTNERS PLC
- Julian Dobrovolschi
ENGI ENGIE SA.
EN BOUYGUES SA
HNR1 HANNOVER RUECK SE
CEZ CEZ AS
KBC KBC GROUP N.V.
RF EURAZEO SA
MRK MERCK KGAA
EOAN E.ON SE
ALO ALSTOM SA
ENI ENI S.P.A.
RWE RWE AG
VER VERBUND AG CLASS A
DTE DEUTSCHE TELEKOM AG
ANA ACCIONA SA
BC8 BECHTLE AG
BOSN BOSSARD HOLDING AG
SFSN SFS GROUP AG
SIE SIEMENS AG
PIRC PIRELLI & C. S.P.A.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
DTG DAIMLER TRUCK
SYENS SYENSQO
CVC CVC CAPITAL PARTNERS PLC
- Oleg Galbur
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Jesse Norcross
- Nadège Tillier
- Timothy Rahill
- Research Team
WOOD Daily: PZU PW; CEZ CP; EUR PW; GPW PW; SFG RO; TLV RO; BVB RO; DI...
HEADLINES: • PZU: solid 1Q25 results, ahead of the market's expectations; some upside risk for2025E EPS forecasts POSITIVE • CEZ: 1Q25 beat on distribution and sales segments, disposal of Polish assets POSITIVE • Eurocash: 1Q25 – weak, as expected NEGATIVE • Warsaw Stock Exchange: strong 1Q25, with a significant net income beat POSITIVE • Sphera Group: 1Q25 softer than expected; FY25E budget below our forecasts NEGATIVE • Banca Transilvania: bottom-line miss, due mainly to asset quality deterior...
HTO HELLENIC TELECOMMUNICATIONS ORGANIZATION SA
PZU POWSZECHNY ZAKLAD UBEZPIECZEN SPOLKA AKCYJNA
MTELEKOM MAGYAR TELEKOM TELECOMMUNICATIONS
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
OTP OTP BANK NYRT
EUR EUROCASH S.A.
GPW WARSAW STOCK EXCHANGE
VGO VIGO SYSTEM SA
TLV BANCA TRANSILVANIA S.A.
SNG SOCIETATEA NATIONALA DE GAZE NATURALE ROMGAZ SA
DIGI DIGI COMMUNICATIONS NV
BVB S.C. BURSA DE VALORI BUCURESTI S.A.
M MED LIFE
SFG SPHERA FRANCHISE GROUP SA
GIG KAZMUNAYGAS NC JSC
4071 GAMING INNOVATION GROUP
ARABIAN CONTRACTING SERVICES CO
- Research Team
WOOD Daily: OPTIMA GA; PKO PW; SOKM TI; RICHT HB; ARABIAND AB; TPE PW;...
HEADLINES: • Optima Bank: a touch of Midas, none of Icarus (BUY - initiation of coverage) • PKO BP: solid 1Q25 results, in line with expectations NEUTRAL • Sok Marketler Ticaret: 1Q25 results – significant miss NEGATIVE • Richter: 1Q25 results in line NEUTRAL • Arabian Drilling: 1Q25 results NEUTRAL • Tauron: 1Q25 preliminary EBITDA 16% above our expectations POSITIVE • Kaspi.kz: 1Q25 highlights; 2025E guidance revised down NEGATIVE • Bank of Cyprus: 1Q25 results highlights • Zabka (NOT RATED): ...
Moneta Money Bank: 1 director
A director at Moneta Money Bank bought 4,975 shares at 144.400CZK and the significance rating of the trade was 53/100. 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 cle...
- Research Team
WOOD Daily: BIMAS TI; MOL HB; OTP HB; EAT PW; NLBR SV; ETE GA; EUROB G...
HEADLINES: • BIM: weak results in 1Q25 NEGATIVE • MOL: 1Q25 results – strong EBITDA, big net income beat POSITIVE • OTP Bank: neutral 1Q25 results, but supported strongly by Russian operations NEUTRAL • AmRest: 1Q25 below expectations, due to EUR 5m negative one-off NEUTRAL • NLB Group: small bottom-line miss in 1Q25, but guidance maintained NEUTRAL • National Bank of Greece: 1Q25 highlights POSITIVE • Eurobank Ergasias Services: 1Q25 highlights NEUTRAL • Alpha Services and Holdings: 1Q25 highli...
MOL MOL NYRT
ACP ASSECO POLAND SA
HTO HELLENIC TELECOMMUNICATIONS ORGANIZATION SA
TITK TITAN CEMENT CO. SA
BIMAS BIM BIRLESIK MAGAZALAR A.S.
BDX BUDIMEX S.A.
PGSUS.E PEGASUS HAVA TASIMACILIGI AS
TBCB TBC BANK JOINT STOCK CO
ALPHA ALPHA BANK AE
OTP OTP BANK NYRT
11B 11 BIT STUDIOS S.A.
DIGI DIGI COMMUNICATIONS NV
NBGGY NATIONAL BANK OF GREECE S.A. ADS
EAT AMREST HOLDINGS SE
NLBR NLB GROUP
7203 ELM CO
- Konrad Zomer
AKE ARKEMA
CON CONTINENTAL AKTIENGESELLSCHAFT
AKRBF AKER BP ASA
FME FRESENIUS MEDICAL CARE AG
LR LEGRAND
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
PUB PUBLICIS GROUPE SA
VIE VEOLIA ENVIRONNEMENT SA
UBSN UBS GROUP AG
KOMB KOMERCNI BANKA A.S.
WKL WOLTERS KLUWER NV
VNA VONOVIA SE
ELE ENDESA S.A.
ISP INTESA SANPAOLO S.P.A.
ORSTED ORSTED
FRE FRESENIUS SE & CO. KGAA
WPP WPP PLC
BA. BAE SYSTEMS PLC
RACE FERRARI NV
AD KONINKLIJKE AHOLD DELHAIZE N.V.
SHL SIEMENS HEALTHINEERS AG
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
VWS VESTAS WIND SYSTEMS
NOVO B NOVO NORDISK A/S
ALIV SDB AUTOLIV INC.
HAVAS HAVAS N.V
- Konrad Zomer
AKE ARKEMA
CON CONTINENTAL AKTIENGESELLSCHAFT
AKRBF AKER BP ASA
FME FRESENIUS MEDICAL CARE AG
LR LEGRAND
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
PUB PUBLICIS GROUPE SA
VIE VEOLIA ENVIRONNEMENT SA
UBSN UBS GROUP AG
KOMB KOMERCNI BANKA A.S.
WKL WOLTERS KLUWER NV
VNA VONOVIA SE
ELE ENDESA S.A.
ISP INTESA SANPAOLO S.P.A.
ORSTED ORSTED
FRE FRESENIUS SE & CO. KGAA
WPP WPP PLC
BA. BAE SYSTEMS PLC
RACE FERRARI NV
AD KONINKLIJKE AHOLD DELHAIZE N.V.
SHL SIEMENS HEALTHINEERS AG
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
VWS VESTAS WIND SYSTEMS
NOVO B NOVO NORDISK A/S
ALIV SDB AUTOLIV INC.
HAVAS HAVAS N.V
- Jovan Sikimic
- Research Team
WOOD Daily: CCOLA TI; KLKIM TI; ISCTR TI; TPEIR GA; VGO PW; CEZ CP; PZ...
HEADLINES: • Coca-Cola Icecek: 1Q25 misses expectations NEGATIVE • Kalekim: 1Q25 results – in line NEUTRAL • Isbank: 1Q25 highlights – better-than-expected NI, due to tax credit NEUTRAL • Piraeus Financial Holdings: 1Q25 highlights – NI in line; upside to guidance on fees NEUTRAL • VIGO Photonics: key takeaways from the 4Q24 earnings call POSITIVE • CEZ: court grants EDF review of nuclear tender NEUTRAL • PZU: recommends a DPS of PLN 4.47 from the 2024 net profit NEUTRAL • Gentoo Media: 1Q25E fi...
- Research Team
WOOD Daily: Romania; EME Macro/Strategy; ALARABIA AB; HUG PW; TEN PW; ...
HEADLINES: • Romania: first round of presidential election signals tough times ahead • EME Macro/Strategy: macro all-in-one (28 April-4 May) • Al Arabia: signs Riyadh train and buses contract POSITIVE • Al Arabia: Faden Media signs a contract with the Jeddah Municipality POSITIVE • Huuuge Games: April bookings estimate down 10% mom, to USD 9m NEGATIVE • Ten Square Games: April bookings estimate down 3% mom, deeper declines in core titles NEGATIVE • Gentoo Media: delisting from the Oslo Børs to b...
MTELEKOM MAGYAR TELEKOM TELECOMMUNICATIONS
TPEIR PIRAEUS BANK SA
ALPHA ALPHA BANK AE
NBGGY NATIONAL BANK OF GREECE S.A. ADS
ADNOCDIST ADNOC DISTRIBUTION PJSC
TEN TEN SQUARE GAMES
HUGE HUUUGE
GIG GAMING INNOVATION GROUP
4071 ARABIAN CONTRACTING SERVICES CO
- Research Team
WOOD Daily: BRISA TI; AIRA LI; VGO PW; DSPW CP; PCF PW; CIMSA TI; AKCN...
HEADLINES: • Brisa: reports weak 1Q25 numbers, as expected NEGATIVE • Air Astana Group: 1Q25 – first take broadly in line • VIGO Photonics: full 4Q24 results – miss on adjusted EBITDA, slight beat on net profit NEUTRAL • Doosan Skoda Power: 2024 P&L numbers fully in line with the preliminaries NEUTRAL • PCF Group: post-4Q24 earnings call takeaways NEUTRAL • Cimsa: 1Q25 conference call takeaways • Akcansa: 1Q25 conference call takeaways • Solutions by STC: 1Q25 conference call takeaways • CEZ: to...
AKCNS AKCANSA CIMENTO
BRISA BRISA-BRIDGESTONE SABANCI LASTIK SANAYI VE TICARET A.S.
CIMSA CIMENTO SANYAI VE TICARET A.S.
BFT BENEFIT SYSTEMS S.A. ALLOTMENT
VGO VIGO SYSTEM SA
H4L1 HALYK SAVINGS BANK OF KAZAKHSTAN GDR
EAT AMREST HOLDINGS SE
KSPI KASPI KZ
PCF PCF GROUP SA
KLKIM KALEKIM KIMYEVI MADDELER SANAYI VE TICARET AS
7202 ARABIAN INTERNET & COMMUNICATIONS SERVICES CO
AIRA AIR ASTANA JSC
DSPW DOOSAN SKODA POWER A.S.
- Research Team
The Rear-View Mirror – EME markets: EME indices mostly in the red in A...
EME Equity Market – April 2025 EME indices mostly in the red in April, Hungarian BUX and Greek ASE the exceptions. The MSCI EM Europe Index declined by 2.0% mom in EUR terms, but was up 2.9% mom in USD terms in April. The Hungarian BUX was the best performer, followed by the Greek ASE index (+3.5% and 0.8% mom in EUR terms, respectively). There was a slight decline in the Polish WIG20, and more pronounced deteriorations in the Romanian BET and Czech PX indices (-0.6%, -2.0% and -4.2% mom in EUR ...
PEO BANK POLSKA KASA OPIEKI SA
JMT JERONIMO MARTINS SGPS S.A.
OPAP GREEK ORGANISATION OF FOOTBALL PROGNOSTICS SA
KRU KRUK S.A.
MOL MOL NYRT
EBS ERSTE GROUP BANK AG
CEZ CEZ AS
KRKG KRKA D.D.
YKBNK YAPI VE KREDI BANKASI A.S.
OMV OMV AG
ISCTR TURKIYE IS BANKASI ANONIM SIRKETI CLASS C
KOMB KOMERCNI BANKA A.S.
TITK TITAN CEMENT CO. SA
SPL SANTANDER BANK POLSKA SA
MIL BANK MILLENNIUM SA
BDX BUDIMEX S.A.
GEKTERNA GEK TERNA
MTELEKOM MAGYAR TELEKOM TELECOMMUNICATIONS
KTY GRUPA KETY SA
DOC DO & CO AKTIENGESELLSCHAFT
TPS ORANGE POLSKA S.A.
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
MYTIL MYTILINEOS S.A.
LPP LPP S.A.
AKBNK AKBANK TAS
AKCNS AKCANSA CIMENTO
ASELS ASELSAN ELEKTRONIK SANAYI VE TICARET A.S. CLASS B
CIMSA CIMENTO SANYAI VE TICARET A.S.
CCC CCC SA
AEGN AEGEAN AIRLINES SA
ENA ENEA S.A.
BFT BENEFIT SYSTEMS S.A. ALLOTMENT
PGE PGE POLSKA GRUPA ENERGETYCZNA S.A.
TKNSA TEKNOSA IC VE DIS TICARET AS
PGSUS.E PEGASUS HAVA TASIMACILIGI AS
APR AUTO PARTNER SA
LVC LIVECHAT SOFTWARE SA
PPC PUBLIC POWER CORPORATION S.A.
OTP OTP BANK NYRT
CAR INTER CARS S.A.
ARCLK ARCELIK 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.
CPS CYFROWY POLSAT SA
MBR MO-BRUK S.A.
GPW WARSAW STOCK EXCHANGE
11B 11 BIT STUDIOS S.A.
TPE TAURON POLSKA ENERGIA S.A.
ALR ALIOR BANK SA
OTOEL AUTOHELLAS S.A.
VGO VIGO SYSTEM SA
WPL WIRTUALNA POLSKA HOLDING SA
SAB1L SIAULIU BANKAS
BRD BRD-GROUPE SOCIETE GENERALE
TLV BANCA TRANSILVANIA S.A.
MONET MONETA MONEY BANK AS
H4L1 HALYK SAVINGS BANK OF KAZAKHSTAN GDR
SNP PETROM S.A.
TOFAS TOFAS TURK OTOMOBIL FABRIKASI A.S.
DNP DINO POLSKA S.A.
RICHT RICHTER
MAVI MAVI GIYIM SANAYI VE TICARET A.S.
MCOV B MEDICOVER AB
KAP NATIONAL ATOMIC COMPANY KAZATOMPROM
TEN TEN SQUARE GAMES
CZG CESKA ZBROJOVKA GROUP
INPST INPOST S.A.
PCF PCF GROUP SA
HUGE HUUUGE
7202 ARABIAN INTERNET & COMMUNICATIONS SERVICES CO
4071 ARABIAN CONTRACTING SERVICES CO
BOROUGE BOROUGE
7203 ELM CO
TRESTATES TRADE ESTATES REIC SA
THEON THEON INTERNATIONAL PLC
GEV GEVORKYAN A.S.
BOCHGR BANK OF CYPRUS
DSPW DOOSAN SKODA POWER A.S.
DIAG DIAGNOSTYKA SA
- Wedbush Research
XNCR XENCOR INC.
XENE XENON PHARMACEUTICALS INC
WDC WESTERN DIGITAL CORPORATION
VYGR VOYAGER THERAPEUTICS INC.
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
RARE ULTRAGENYX PHARMACEUTICAL INC.
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NVCR NOVOCURE LTD.
NTAP NETAPP INC.
NBIX NEUROCRINE BIOSCIENCES INC.
MU MICRON TECHNOLOGY INC.
KURA KURA ONCOLOGY INC.
INTC INTEL CORPORATION
WELL WELLTOWER INC.
GME GAMESTOP CORP. CLASS A
GERN GERON CORP.
FB FACEBOOK INC. CLASS A
FATE FATE THERAPEUTICS INC
CTMX CYTOMX THERAPEUTICS INC.
BPMC BLUEPRINT MEDICINES CORP.
BMRN BIOMARIN PHARMACEUTICAL INC.
BIIB BIOGEN INC.
ASND ASCENDIS PHARMA A/S SPONSORED ADR
ARDX ARDELYX INC
CDR CD PROJEKT S.A.
FRX_CN FENNEC PHARMACEUTICALS
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
EA ELECTRONIC ARTS INC.
ANAB ANAPTYSBIO INC.
ARGX ARGENX ADS
MRSN MERSANA THERAPEUTICS
VTR VENTAS INC.
ISR ISORAY
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
APLS APELLIS PHARMACEUTICALS
DNLI DENALI THERAPEUTICS INC
RCUS ARCUS BIOSCIENCES
SRRK SCHOLAR ROCK HOLDING CORPORATION
KNSA KINIKSA PHARMACEUTICALS
REPL REPLIMUNE GROUP
ARVN ARVINAS HOLDING
YMAB Y-MABS THERAPEUTICS
STRO SUTRO BIOPHARMA
DELL DELL TECHNOLOGIES INC CLASS C
STOK STOKE THERAPEUTICS
IGMS IGM BIOSCIENCES
SWTX SPRINGWORKS THERAPEUTICS
SMCI SUPER MICRO COMPUTER
IDYA INC.
PASG IDEAYA BIOSCIENCES
BDTX PASSAGE BIO
ACET BLACK DIAMOND THERAPEUTICS
KROS ADICET BIO INC
ITOS KEROS THERAPEUTICS
ZNTL ITEOS THERAPEUTICS
LRMR ZENTALIS PHARMACEUTICALS
PRAX LARIMAR THERAPEUTICS INC
U PRAXIS PRECISION MEDICINES
TVTX UNITY SOFTWARE
VRDN TRAVERE THERAPEUTICS INC
DAWN VIRIDIAN THERAPEUTICS INC
ELEV DAY ONE BIOPHARMACEUTICALS INC
MRVL ELEVATION ONCOLOGY
STX MARVELL TECHNOLOGY INC
APP SEAGATE TECHNOLOGY HLDGS PLC
ATXS APPLOVIN CORP
GFS ASTRIA THERAPEUTICS INC
GMTX GLOBALFOUNDRIES INC
VIGL GEMINI THERAPEUTICS INC
TYRA VIGIL NEUROSCIENCE INC
EWTX TYRA BIOSCIENCES INC
DDI EDGEWISE THERAPEUTICS INC
APGE DOUBLEDOWN INTERACTIVE CO LTD
SKLZ APOGEE THERAPEUTICS INC
EMBRAC B SKILLZ INC
MXL-US EMBRACER GROUP AB
MAXLINEAR
INC.
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.