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 PRESS RELEASE

'Surgutneftegas' PJSC: Information statement on income accrued on the ...

'Surgutneftegas' PJSC (SGGD) 'Surgutneftegas' PJSC: Information statement on income accrued on the issuer’s equity securities 01-Jul-2022 / 11:52 CET/CEST Dissemination of a Regulatory Announcement that contains inside information according to REGULATION (EU) No 596/2014 (MAR), transmitted by EQS Group. The issuer is solely responsible for the content of this announcement. Information statement on income accrued on the issuer’s equity securities   Identifying attributes of the issuer’s securities on which income is accrued as per the resolution on the issue of securities: Clas...

 PRESS RELEASE

'Surgutneftegas' PJSC: Information statement on the date as of which t...

'Surgutneftegas' PJSC (SGGD) 'Surgutneftegas' PJSC: Information statement on the date as of which the persons entitled to exercise the rights vested in the issuer’s equity securities are determined 01-Jul-2022 / 11:46 CET/CEST Dissemination of a Regulatory Announcement that contains inside information according to REGULATION (EU) No 596/2014 (MAR), transmitted by EQS Group. The issuer is solely responsible for the content of this announcement. Information statement on the date as of which the persons entitled to exercise the rights vested in the issuer’s equity securities are de...

 PRESS RELEASE

'Surgutneftegas' PJSC: Information statement on holding the general s...

'Surgutneftegas' PJSC (SGGD) 'Surgutneftegas' PJSC: Information statement on holding the general shareholders’ meeting of the issuer and on resolutions adopted by the general shareholders’ meeting of the issuer 01-Jul-2022 / 11:40 CET/CEST Dissemination of a Regulatory Announcement that contains inside information according to REGULATION (EU) No 596/2014 (MAR), transmitted by EQS Group. The issuer is solely responsible for the content of this announcement. Information statement on holding the general shareholders’ meeting of the issuer and on resolutions adopted by the general s...

Globe Trade Centre S.A.: Update to credit analysis

Our credit view of Globe Trade Centre S.A. reflects its stable cash flow from high-credit-quality tenants, challenged by rising economic uncertainty and its presence in less liquid markets.

Research Team
  • Research Team

Raiffeisen Research Institutional Equity Daily 01.07.2022

 AT: Andritz - Andritz acquried Bonetti group (neutral)  AT: Andritz - Andritz to supply fiberline and lime kiln equipment to Sun Paper, China (neutral)  AT: UBM - UBM sells project and construction management subsidiary Alba (neutral)  AT: Wienerberger - Strong Q2 results trigger FY EBITDA guidance upgrade (positive)  AT: Zumtobel - Better than expected Q4 results despite higher warranty costs, FY 21/22 guidance beat, implied FY 22/23 EBIT range in line with RBIe (positive)  CZ: CEZ - CEZ...

Research Team
  • Research Team

WOOD Daily: LVC PW, PCF PW, SNN RO, SNP RO, SNG RO, OGZD LI, ROSN LI, ...

HEADLINES: • LiveChat Software: 4Q21-22 (calendar 1Q22) results - EBITDA up 10% yoy, 8% below our estimates NEGATIVE • PCF Group: Outriders Worldslayer released, initial Steam reviews disappoint NEGATIVE • Nuclearelectrica: calls GMS to approve EUR 185m financing for EnergoNuclear NEGATIVE • OMV Petrom: the government adopts the Ordinance reducing fuel prices by RON 0.5/litre • Romgaz: transaction with Exxon to be completed at end-July 2022 NEUTRAL • Gazprom: AGM fails to approve its 2021 divid...

 PRESS RELEASE

TCS Group Holding PLC publishes 2021 Sustainability Report

TCS Group Holding PLC (TCS) TCS Group Holding PLC publishes 2021 Sustainability Report 30-Jun-2022 / 20:29 MSK Dissemination of a Regulatory Announcement, transmitted by EQS Group. The issuer is solely responsible for the content of this announcement. TCS Group Holding PLC publishes 2021 Sustainability Report   Limassol, Cyprus - 30 June 2022. TCS Group Holding PLC (LI: TCS, MOEX: TCSG) (“TCS”, “We”, the "Group", the “Company”), a leading provider of financial and lifestyle services via its digital ecosystem, today announces the publication of its 2021 Sustainability Report.The...

Akbank T.A.S.: Update to credit analysis

Our credit view of Akbank, highlighting satisfactory financials in a very weak operating environment and high government support.

Chris Hoare ... (+2)
  • Chris Hoare
  • David Lopes

New Street: Malaysian Telcos Q1 22 review: Recovery mode, Celcom-Digi...

Malaysian telcos continued to recover, with the fourth consecutive quarter of service revenue growth, backed by net additions despite ARPU decline. EBITDA inflected, thanks to Axiata’s service revenue outperformance and a lower marketing spend.

Graphisoft Park Se: 1 director

A director at Graphisoft Park Se sold 491,348 shares at 0.000HUF and the significance rating of the trade was 100/100. 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...

Gellert Gaal
  • Gellert Gaal

Magyar Telekom-Bullish case delayed by a few years

We downgrade MTEL from BUY to Accumulate and decrease our Target Price from HUF 560 per share to HUF 440 per share because of the higher rate environment, the recently imposed tax on “windfall profit”, but more importantly the uncertainties regarding the duration of that new burden. The Hungarian government levied a HUF 25 billion extra tax on Magyar Telekom (ca. 42% of last year’s profit and 35% of guided FCF). Albeit the government indicated that this extra tax would last 2 years only, ...

Chris Hoare
  • Chris Hoare

New Street: Malaysian Telcos Celcom-Digi receives MCMC clearance; mer...

As we have expected, the Celcom-Digi merger is going through. Today, Axiata and Digi received the regulatory approval from the Malaysian Communications and Multimedia Commission (“MCMC”) to proceed with the proposed merger of Celcom and Digi operations in Malaysia.

Globe Trade Centre S.A.: Update to credit analysis

Our credit view of Globe Trade Centre S.A. reflects its stable cash flow from high-credit-quality tenants, challenged by rising economic uncertainty and its presence in less liquid markets.

Research Team
  • Research Team

Raiffeisen Research Institutional Equity Daily 30.06.2022

 AT: Austrian State Holding - Flughafen CFO Ofner to be appointed new head of the supervisory board (neutral)  PL: Banks - Wibor replacement delay for some assets classes planned (neutral)  PL: Santander Bank Polska - Q2 22 profit warning on FX mortgage provisions (negative)  RO: BRD-GSG, Banca Transilvania, Erste Group - The government approved a new 9 months moratorium (negative)  RO: Medlife - Medlife announced the acquisition of 80% stake in Profilaxis center in Timisoara (positive)

Research Team
  • Research Team

WOOD Daily: CCC PW; TL Macro; RO Macro; GR Macro; PL Macro; CZ Macro; ...

HEADLINES: • CCC: too fast, too furious (stays BUY) • Turkey macro: first genuinely bad confidence reading since COVID-19 • Romania macro: better than most • Greece macro: economic sentiment index drops sharply in June • Poland macro: economic sentiment down again, but consumers are the brighter spot • Czech Republic macro: confidence falls in June, but overall trend not too bad • Eurozone macro: June signals further mild improvements in inflation dynamics • Santander Bank Polska: to crea...

Chris Hoare
  • Chris Hoare

New Street: Malaysian Telcos - Q1 22 review: Recovery mode, Celcom-Dig...

Malaysian telcos continued to recover, with the fourth consecutive quarter of service revenue growth, backed by net additions despite ARPU decline.

Lukasz Wachelko ... (+3)
  • Lukasz Wachelko
  • CFA
  • Maria Mickiewicz

CCC: too fast, too furious (stays BUY)

We maintain our BUY rating on CCC, with a new 12M price target (PT) of PLN 59 (from PLN 88). CCC’s top line has emerged from the COVID-19 crisis stronger than we expected. However, before we saw that CCC was fully recovered, its management initiated its ambitious GO.25 strategy, aiming at more than tripling revenues by 2025E. In the short term, start-up costs have diluted the company’s margins, which have kept the balance sheet under pressure, when combined with the re-accelerating capex. Our es...

Chris Hoare
  • Chris Hoare
Research Team
  • Research Team

Raiffeisen Research Institutional Equity Daily 29.06.2022

 AT: Andritz - Andritz received a small pulp&paper order from China (neutral)  AT: S Immo - Change of control event triggers termination right for bondholders of the 1.75% Green Bond 2021-28 (negative)  AT: Wienerberger - Holding treasury shares of 5.028% of the capital (neutral)  CZ: CEZ - AGM approved CZK 48/share dividend, payment in November (neutral)  HU: Macro - MNB hikes rates by 185 bp and cancels double-rate system  PL: Banks - KNF warns on losses by some banks from loan moratoria...

Research Team
  • Research Team
CEZ CEZ AS
ENA ENEA S.A. ... (+6)

WOOD Daily: ENA PW; LWB PW; PGE PW; TPE PW; CEZ CP; HU Macro; PCF PW

HEADLINES: • Polish utilities: the Ugly Ducklings (TPE and PGE stay BUY, ENA upgraded to BUY, LWB stays HOLD) • CEZ: new comments from government officials on windfall taxation ideas • Hungary macro: MPC heading higher • PCF Group: Outriders Worldslayer available now for early access, gets 77 Metascore NEUTRAL • Short News (CDR, PCF, FP, SNN)

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