reports
- FIMA Research
Fima Daily Insight 03 May 2024
Please find enclosed our daily market report.Market CommentCroatia Tankerska to bid for remaining shares of Atlantska Plovidba Luka Ploce cons pre-tax profit down 27% YoY in Q1 Kras proposes EUR 1.50 per share dividend (DIVY 1.3%) Meritus proposes EUR 2.30 DPS (1.1.%) Loans in Croatia up 4.8% YoY in March Slovenia OECD upgrades Slovenia's growth outlook Romania BRD sees net profit down 5% to RON 326 mil in Q1 Bulgaria Bulgarian banks' Q1 net profit grows 4.3% YoY
- Stephane Foucaud
AUCTUS ON FRIDAY - 03/05/2024
AUCTUS PUBLICATIONS ________________________________________ ADX Energy (ADX AU)C; target price of A$0.75 per share: Raising new equity to fund a high impact activity programme – ADX has raised A$13.5 mm of new equity priced at A$0.105 per share. One free-attaching option will be issued for evert two placement shares with an exercise price of A$0.15 per share and an expiry date of 08/05/2026. The proceeds from the raise will fund (1) the production testing of the 450 m gas column encountered at ...
GALP GALP ENERGIA SGPS SA CLASS B
GTE GRAN TIERRA ENERGY
EGY VAALCO ENERGY INC.
OMV OMV AG
TXP TOUCHSTONE EXPLORATION
SEI. SINTANA ENERGY
CHAR CHARIOT OIL & GAS
PEN PANORO ENERGY ASA
DELT DELTIC ENERGY
CNE CANACOL ENERGY LTD
ZPHR ZEPHYR ENERGY
JSE JADESTONE ENERGY
AXL. ARROW EXPLORATION LTD
I3E I3 ENERGY
TRIN TRINITY CAPITAL INC
CEQ CRITERIUM ENERGY LTD.
ADX ADX ENERGY LTD
BWEFF BW ENERGY LTD
LNGE LNG ENERGY GROUP CORP.
SHELL ROYAL DUTCH SHELL
Mytilineos S.A.: 1 director
A director at Mytilineos S.A. sold 8,694 shares at 38.574EUR and the significance rating of the trade was 75/100. 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 ...
- Research Team
WOOD Daily: KOMB CP; BRD RO; YKBNK TI; CZ Macro; WPL PW; TL Automotive...
HEADLINES: • Komercni Banka: 1Q24 below market's expectations, on late-cycle provisions and revenue headwinds NEGATIVE • BRD-GSG: high level of provisions booked leads to bottom-line miss in 1Q24 NEUTRAL • Yapi Kredi: 1Q24 highlights • Czech Republic macro: MPC preparing the ground for slower rate cuts • Czech Republic macro: a sound recovery, despite stagnant exports • Wirtualna Polska: Itaka ends cooperation with Wakacje.pl NEGATIVE • Turkish automotive: ADA releases April light vehicle sales ...
- Research Team
The Rear-View Mirror – EME markets: all geographies in the green in Ap...
EME Equity Market – April 2024 Market performance – green across all geographies, with Turkey outperforming. The MSCI EM Europe Index was up 5.3% mom in EUR terms and 4.2% mom in USD in April; while the Turkish ISE30 saw the strongest performance, adding 11.6% mom; followed by the Hungarian BUX (+5.0% mom); the Czech PX (+2.8% mom); the Greek ASE (+1.8% mom), the Polish WIG20 (+1.2% mom) and the Romanian BET (+0.1% mom) (all in EUR terms).
EUROB EUROBANK ERGASIAS SERVICES & HOLDINGS SA
PEO BANK POLSKA KASA OPIEKI SA
JMT JERONIMO MARTINS SGPS S.A.
KRU KRUK S.A.
MOL MOL NYRT
EBS ERSTE GROUP BANK AG
CEZ CEZ AS
OMV OMV AG
PKO PKO BANK POLSKI S.A.
ALK ALKALOID AD SKOPJE
SPL SANTANDER BANK POLSKA SA
MIL BANK MILLENNIUM SA
BSK ING BANK SLASKI S.A.
BDX BUDIMEX S.A.
LAMDA LAMDA DEVELOPMENT S.A.
TPS ORANGE POLSKA S.A.
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
LPP LPP S.A.
ASELS ASELSAN ELEKTRONIK SANAYI VE TICARET A.S. CLASS B
CCC CCC SA
CCOLA COCA-COLA ICECEK A.S.
GTC GLOBE TRADE CENTRE S.A.
2310 SAHARA INTERNATIONAL PETROCHEMICAL COMPANY
DOM DOM DEVELOPMENT SA
AEGN AEGEAN AIRLINES SA
BFT BENEFIT SYSTEMS S.A. ALLOTMENT
PGE PGE POLSKA GRUPA ENERGETYCZNA S.A.
PGSUS.E PEGASUS HAVA TASIMACILIGI AS
APR AUTO PARTNER SA
TPEIR PIRAEUS BANK SA
ALPHA ALPHA BANK AE
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.
THYAO TURK HAVA YOLLARI A.O.
TUPRS TURKIYE PETROL RAFINERILERI A.S.
EUR EUROCASH S.A.
CPS CYFROWY POLSAT SA
MBR MO-BRUK S.A.
GPW WARSAW STOCK EXCHANGE
11B 11 BIT STUDIOS S.A.
ALR ALIOR BANK SA
OTOEL AUTOHELLAS S.A.
VGO VIGO SYSTEM SA
WPL WIRTUALNA POLSKA HOLDING SA
TLV BANCA TRANSILVANIA S.A.
MONET MONETA MONEY BANK AS
H4L1 HALYK SAVINGS BANK OF KAZAKHSTAN GDR
SNP PETROM S.A.
DIGI DIGI COMMUNICATIONS NV
DNP DINO POLSKA S.A.
NBGGY NATIONAL BANK OF GREECE S.A. ADS
SNN SOCIETATEA NATIONALA NUCLEARELECTRICA SA
ELSA SOCIETATEA ENERGETICA ELECTRICA
GEB BANK OF GEORGIA
M MED LIFE
ADNOCDIST ADNOC DISTRIBUTION PJSC
SOKM SOK MARKETLER TICARET AS
KAP NATIONAL ATOMIC COMPANY KAZATOMPROM
TEN TEN SQUARE GAMES
ALG ALLEGRO.EU SA
CZG CESKA ZBROJOVKA GROUP
KSPI KASPI KZ
INPST INPOST S.A.
HUGE HUUUGE
PCO PEPCO GROUP NV
GPP KAZMUNAYGAS NC JSC
KLKIM GRUPA PRACUJ DA
ADNOCDRILL KALEKIM KIMYEVI MADDELER SANAYI VE TICARET AS
AROBS ADNOC DRILLING CO
2381 AROBS TRANSILVANIA SOFTWARE SA
9526 ARABIAN DRILLING CO.
SHO JAHEZ INTERNATIONAL CO
BOROUGE SHOPER SA
AIRA BOROUGE
GEV AIR ASTANA JSC
GEVORKYAN A.S.
EQS-News: Shelly Group: Invitation to unaudited 3M 2024 earnings webca...
EQS-News: Shelly Group AD / Key word(s): Quarter Results/Conference Shelly Group: Invitation to unaudited 3M 2024 earnings webcast/call on 16 May 2024 02.05.2024 / 10:45 CET/CEST The issuer is solely responsible for the content of this announcement. Shelly Group: Invitation to unaudited 3M 2024 earnings webcast/call on 16 May 2024 Sofia / Munich, 2 May 2024 – Shelly Group AD (Ticker SLYG / ISIN: ) ("Shelly Group"), a provider of IoT and smart building solutions based in Sofia, Bulgaria, cordially invites investors and analysts to the earnings webcast/call on the unaudited...
EQS-News: Shelly Group: Einladung zum Earnings Webcast/Call am 16. Mai...
EQS-News: Shelly Group AD / Schlagwort(e): Quartalsergebnis/Konferenz Shelly Group: Einladung zum Earnings Webcast/Call am 16. Mai 2024 zu den ungeprüften 3M 2024 Ergebnissen 02.05.2024 / 10:45 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Shelly Group: Einladung zum Earnings Webcast/Call am 16. Mai 2024 zu den ungeprüften 3M 2024 Ergebnissen Sofia / München, 2. Mai – Die Shelly Group AD (Ticker SLYG / ISIN: („Shelly Group“), ein Anbieter von IoT- und Smart-Building-Lösungen mit Sitz in Sofia, Bulgarien, lädt Investoren und Analyst...
- Research Team
WOOD Daily: CTPNV NA; GE Macro; RBI AV; AIRA LI; TPEIR GA; ALK MS; ETE...
HEADLINES: • CTP: better late than never (upgraded to BUY) • Georgia macro: protests in Tbilisi • Raiffeisen Bank International: posts solid 1Q24, keeps 2024E guidance (but only on ex. Russia and Belarus basis), facing huge pressure to address Russia and Belarus exposures from officials • Air Astana Group: 1Q24 – 15% ASK growth, RASK down slightly yoy, but CASK stable • Piraeus Financial Holdings: 1Q24 highlights NEUTRAL • Alkaloid: 1Q24 numbers a strong start to the year POSITIVE • National Ban...
- Bram Buring
- CFA
WOOD Flash – Alkaloid: 1Q24 numbers a strong start to the year
Alkaloid reported another solid set of results in 1Q24, albeit with the yoy comparison on some lines coloured by the reclassification of cost from below to above the operating line. This quarter, the business caught a tailwind from cephalosporin antibiotic sales in Ukraine (the first quarter is typically strong for all antibiotics), but also from recent investments in its Western European markets. Keeping in mind seasonality, the company is well on track to meet its FY24E revenues growth target ...
EQS-News: Shelly Group convenes Annual General Meeting
EQS-News: Shelly Group AD / Key word(s): AGM/EGM Shelly Group convenes Annual General Meeting 30.04.2024 / 17:00 CET/CEST The issuer is solely responsible for the content of this announcement. Shelly Group convenes Annual General Meeting Sofia / Munich, 30 April 2024 – Shelly Group AD (Ticker SLYG / ISIN: ) (“Shelly Group” / “the Company“), a provider of IoT and smart building solutions based in Sofia, Bulgaria, convenes its Annual General Meeting to be held on 4 June 2024 at 10.00 CEST / 11.00 EEST in Sofia, Bulgaria. Further information can be found at: .About Shelly G...
EQS-News: Shelly Group beruft ordentliche Hauptversammlung ein
EQS-News: Shelly Group AD / Schlagwort(e): Hauptversammlung Shelly Group beruft ordentliche Hauptversammlung ein 30.04.2024 / 17:00 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Shelly Group beruft ordentliche Hauptversammlung ein Sofia / München, 30. April 2024 – Die Shelly Group AD (Ticker SLYG / ISIN: („Shelly Group” / „die Gesellschaft“), ein Anbieter von IoT- und Smart-Building-Lösungen mit Sitz in Sofia, Bulgarien, beruft ihre ordentliche Hauptversammlung ein, die am 4. Juni 2024 um 10.00 Uhr MESZ / 11.00 Uhr OESZ in Sofia, B...
Notice on Public Offering of Tier 2 Subordinated Notes of AB Šiaulių b...
Notice on Public Offering of Tier 2 Subordinated Notes of AB Šiaulių bankas Akcinė bendrovė Šiaulių bankas (the Bank) hereby announces a public offering of Tier 2 Subordinated Notes (the Tier 2 Subordinated Notes or Notes). The offering is conducted on the basis of the Base Prospectus (the Prospectus) of 100,000,000 Euro Tier 2 Subordinated Note Programme (the Programme) of the Bank approved by the Bank of Lithuania on 23 April 2024, that has been disclosed on the date of its approval on the web pages of the Bank (), AB Nasdaq Vilnius Stock Exchange (Nasdaq Vilnius) () and the Central Regul...
Pranešimas apie AB Šiaulių banko antro lygio subordinuotųjų obligacijų...
Pranešimas apie AB Šiaulių banko antro lygio subordinuotųjų obligacijų viešą siūlymą Akcinė bendrovė Šiaulių bankas (toliau – Bankas) praneša apie antro lygio subordinuotųjų obligacijų (toliau – Antro lygio subordinuotosios obligacijos arba Obligacijos) viešą siūlymą. Siūlymas vykdomas remiantis 2024 m. balandžio 23 d. Lietuvos banko patvirtintu Banko 100 000 000 eurų Antro lygio subordinuotųjų obligacijų programos (toliau – Programa) baziniu prospektu (toliau – Prospektas), kuris jo patvirtinimo dieną buvo paskelbtas Banko interneto svetainėje (), AB Nasdaq Vilnius vertybinių popierių birž...
Asseco Poland S.A.: 1 director
A director at Asseco Poland S.A. bought 6,944 shares at 78.970PLN and the significance rating of the trade was 63/100. 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...
Kaspi.kz Announces Partnership with Alipay+ for QR payments across Chi...
Kaspi.kz Announces Partnership with Alipay+ for QR payments across China ALMATY, Kazakhstan, April 30, 2024 (GLOBE NEWSWIRE) -- Joint Stock Company Kaspi.kz (“Kaspi.kz”) (Nasdaq: KSPI), which operates the Kaspi.kz Super App for consumers and Kaspi Pay Super App for merchants, today announces a new partnership with Alipay + to enable Kaspi.kz customers to pay using the Kaspi.kz Super App and QR code, throughout China. Partnership with Alipay+ When travelling in China, Kazakhstanis no longer need to take cash or a card with them. Now, using the Kaspi.kz Super App, purchases in Chinese sto...
The recording of Šiaulių Bankas Investor Conference Webinar of introdu...
The recording of Šiaulių Bankas Investor Conference Webinar of introducing the financial results for Q1 2024 During the Investor Conference Webinar by Vytautas Sinius, CEO, Donatas Savickas, CFO, Tomas Varenbergas, Head of Investment Management Division and Indre Genytė-Pikčienė, Chief Economist. introduced the Bank’s financial results for Q1 2024 and recent developments and answered the participant questions afterwards. The recording of it can be found on Nasdaq youtube channel . Presentation and the recording of webinar are also posted on the Bank's website Šiaulių bankas th...
Šiaulių banko 2024 metų pirmojo ketvirčio finansinių rezultatų pristat...
Šiaulių banko 2024 metų pirmojo ketvirčio finansinių rezultatų pristatymo internetiniame seminare įrašas Internetiniame seminare Banko Administracijos vadovas Vytautas Sinius, Finansų tarnybos vadovas Donatas Savickas, Investicijų valdymo tarnybos vadovas Tomas Varenbergas ir vyriausioji ekonomistė Indrė Genytė-Pikčienė komentavo banko 2024 m. I ketvirčio finansinius veiklos rezultatus bei aktualijas ir po pristatymo atsakė į dalyvių klausimus. Seminaro įrašą (anglų kalba) galima peržiūrėti Nasdaq youtube paskyroje . Pristatymas ir seminaro įrašas (anglų kalba) taip pat patalpintas Banko ...
- Michael B. Schäfer
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 04/30/2024
BHP's bid for Anglo American has confirmed interest from miners in copper in the context of increasingly challenged production and difficulties in fully completing projects. Anglo’s (Neutral) prospects in copper are now better valued and this is also the case for BHP (Neutral vs Underperform) although not so for Rio Tinto (Outperform vs Neutral). Downstream, Nexans and Montana Aerospace are our Top Picks (Outperform) vs Aurubis, Rexel and Prysmian (Neutral). - ...
TKA THYSSENKRUPP AG
DG VINCI SA
JMT JERONIMO MARTINS SGPS S.A.
GALP GALP ENERGIA SGPS SA CLASS B
ADS ADIDAS AG
MTX MTU AERO ENGINES AG
HO THALES SA
FORTUM FORTUM OYJ
WTB WHITBREAD PLC
DAI DAIMLER AG
QIA QIAGEN NV
RXL REXEL SA
VNA VONOVIA SE
CAP CAPGEMINI SE
NEM NEMETSCHEK SE
ABI ANHEUSER-BUSCH INBEV SA/NV
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
STMN STRAUMANN HOLDING AG
- Michael B. Schäfer
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 30/04/2024
L’offre de BHP sur Anglo American a confirmé l’intérêt des minières pour le cuivre dans un contexte de tensions croissantes sur la production et de difficultés à faire aboutir les projets. Les perspectives d’Anglo (Neutre) dans le cuivre sont désormais mieux valorisées, c’est aussi le cas de BHP (Neutre vs Sous-performance) mais pas encore assez, selon nous, sur Rio Tinto (Surperformance vs Neutre). En aval, Nexans et Montana Aerospace sont nos valeurs préférées (Surperformance) vs Au...
TKA THYSSENKRUPP AG
DG VINCI SA
JMT JERONIMO MARTINS SGPS S.A.
GALP GALP ENERGIA SGPS SA CLASS B
ADS ADIDAS AG
MTX MTU AERO ENGINES AG
HO THALES SA
FORTUM FORTUM OYJ
WTB WHITBREAD PLC
DAI DAIMLER AG
QIA QIAGEN NV
RXL REXEL SA
VNA VONOVIA SE
CAP CAPGEMINI SE
NEM NEMETSCHEK SE
ABI ANHEUSER-BUSCH INBEV SA/NV
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
STMN STRAUMANN HOLDING AG
- Research Team
WOOD Daily: SPL PW; PEO PW; PCF PW; EBS AV; OMV AV; BOROUGE UH; SNP RO...
HEADLINES: • Santander Bank Polska: 1Q24 results – 19%+ headline ROE affected only slightly by FX mortgage saga costs • Bank Pekao: 1Q24 results in line with market's expectations NEUTRAL • PCF Group: 4Q23 headlines hit heavily by write-offs, but a more limited EBITDA loss than we had expected NEUTRAL • Erste Bank: 1Q24 results NEUTRAL • OMV: 1Q24 results – chemicals stronger than expected NEUTRAL • Borouge: 1Q24 results – better than expected POSITIVE • OMV Petrom: 1Q24 results NEUTRAL • Garan...
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