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...
HEADLINES: • Saudi Arabian tech: from oil to data and beyond (initiating on Solutions by STC with a BUY, and Jahez with a HOLD) • Motor Oil Hellas: motoring beyond oil (stays BUY) • Kofola: 3Q22 conference call takeaways NEUTRAL • Photon Energy: increases stake in Lerta, plans to take full control by the year-end • PKO BP: Puls Biznesu on potential changes in management board NEGATIVE • Shoper: key takeaways from the PAP interview with the CEO on the 2023E outlook NEUTRAL • Alrosa: Mir mine p...
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...
HEADLINES: • LPP: 2Q22 above expectations; FY22E guidance maintained; Russian operations sold for PLN 1.7bn POSITIVE • CD Projekt: follow-up on strategy update - press comments and our 1-on-1 NEUTRAL • STS Group: 3Q NGR growth of 21% yoy POSITIVE • Alior Bank: tops up credit holiday provisions, implies take-up ratio of 69% NEUTRAL • Alrosa: excluded from the latest EU sanctions list NEUTRAL • Zagreb Stock Exchange: share buyback announcement NEUTRAL • Ten Square Games: 3Q22 bookings up by 11% q...
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....
HEADLINES: • EME Macro/Strategy: Greece - a positive growth story • Public Power Corporation: 2Q EBITDA +5% yoy, FY22E guidance maintained NEUTRAL • Ten Square Games: management call takeaways NEUTRAL • CD Projekt: Cyberpunk paid expansion next year not for old-generation consoles NEGATIVE • LiveChat Software: patents method of chat communication rating in the US POSITIVE • Wizz Air: Blue Air forced to suspend operations, positive for Wizz Air and Ryanair • Alrosa: key points from the Easter...
MAGNIT PJSC (MGNT) Cancellation of the listing and admission to trading of the GDRs representing PJSC Magnit shares from the London Stock Exchange 30-Aug-2022 / 12:30 MSK Dissemination of a Regulatory Announcement, transmitted by EQS Group. The issuer is solely responsible for the content of this announcement. Cancellation of the listing and admission to trading of the GDRs representing PJSC MAGNIT shares from the London Stock Exchange Krasnodar, Russia (August 30, 2022): Magnit PJSC (MOEX: MGNT; Magnit, the Company), one of Russia’s leading retailers, in addition to th...
MAGNIT PJSC (MGNT) Magnit reports 38.2% total sales growth (19.1% adjusted for the Dixy acquisition) and 7.0% EBITDA margin in 1H 2022 19-Aug-2022 / 09:00 MSK Dissemination of a Regulatory Announcement that contains inside information in accordance with the Market Abuse Regulation (MAR), transmitted by EQS Group. The issuer is solely responsible for the content of this announcement. Magnit Reports 38.2% total sales growth (19.1% ADJUSTED FOR THE DIXY ACqUISItiON) and 7.0% EBITDA margin in 1H 2022 Krasnodar, Russia (August 19, 2022): Magnit PJSC (MOEX and LSE: MGNT; the Compan...
MAGNIT PJSC (MGNT) Magnit has notified the Custodian of the need to conduct automatic conversion of its GDRs 18-Aug-2022 / 18:00 MSK Dissemination of a Regulatory Announcement, transmitted by EQS Group. The issuer is solely responsible for the content of this announcement. MAGNIT HAS NOTIFIED THE CUSTODIAN of the need to conduct automatic conversion of its gdrs Krasnodar, Russia (August 18 2022): Magnit PJSC (MOEX and LSE: MGNT; Magnit, the Company), one of Russia’s leading retailers, announces that on August 18, 2022 it has notified CB JP Morgan International LLC (“Cus...
MAGNIT PJSC (MGNT) Magnit reports 38.7% total sales growth (19.7% adjusted for Dixy acquisition) and 13.1% LFL sales growth in 2Q 2022 28-Jul-2022 / 09:00 MSK Dissemination of a Regulatory Announcement that contains inside information in accordance with the Market Abuse Regulation (MAR), transmitted by EQS Group. The issuer is solely responsible for the content of this announcement. Magnit Reports 38.7% total sales growth (19.7% adjusted for dixy acquisition) and 13.1% LFL Sales Growth in 2Q 2022 Krasnodar, Russia (July 28, 2022): Magnit PJSC (MOEX and LSE: MGNT; ...
MAGNIT PJSC (MGNT) Update on amendments of the procedure for conversion of global depositary receipts of PJSC Magnit 18-Jul-2022 / 18:00 MSK Dissemination of a Regulatory Announcement, transmitted by EQS Group. The issuer is solely responsible for the content of this announcement. Update on amendments of the procedure for conversion of global depositary receipts of PJSC MAGNIT Krasnodar, Russia (July 18, 2022): Magnit PJSC (MOEX and LSE: MGNT; Magnit, the Company), one of Russia’s leading retailers, notifies on amendments of the laws of the Russian Federation related to...
MAGNIT PJSC (MGNT) Upcoming delisting of GDRs representing PJSC Magnit shares 13-Jul-2022 / 19:00 MSK Dissemination of a Regulatory Announcement, transmitted by EQS Group. The issuer is solely responsible for the content of this announcement. Upcoming delisting of GDRs representing PJSC MAGNIT shares Krasnodar, Russia (July 13, 2022): Magnit PJSC (MOEX and LSE: MGNT; Magnit, the Company), one of Russia’s leading retailers, announces that, on July 12, 2022, the Company submitted requests (a) to the London Stock Exchange (the “LSE“) to cancel admission to trading on the M...
MAGNIT PJSC (MGNT) Magnit announces the AGM invalid 01-Jul-2022 / 19:55 MSK Dissemination of a Regulatory Announcement, transmitted by EQS Group. The issuer is solely responsible for the content of this announcement. Magnit announces the AGM invalid Krasnodar, Russia (July 1, 2022): Magnit PJSC (MOEX and LSE: MGNT; the Company), one of Russia’s leading retailers, announces the Annual General Shareholders Meeting invalid. The Annual General Shareholders Meeting (AGM) of PJSC Magnit held on June 30, 2022 in the form of absentee voting has been declared invalid due to ...
MAGNIT PJSC (MGNT) Magnit notifies on the transactions by the person discharging managerial responsibilities 27-Jun-2022 / 16:26 MSK Dissemination of a Regulatory Announcement, transmitted by EQS Group. The issuer is solely responsible for the content of this announcement. Magnit notifies on the transactions by the person discharging managerial responsibilities Krasnodar, Russia (June 27, 2022): Magnit PJSC (MOEX and LSE: MGNT; the Company), one of Russia’s leading retailers, notifies on the transactions with the PJSC Magnit securities made by the member of the Manageme...
MAGNIT PJSC (MGNT) Magnit announces the coupon yield payment 23-Jun-2022 / 17:45 MSK Dissemination of a Regulatory Announcement, transmitted by EQS Group. The issuer is solely responsible for the content of this announcement. Magnit announces the coupon yield payment Krasnodar, Russia (June 23, 2022): Magnit PJSC (MOEX and LSE: MGNT; the Company), one of Russia’s leading retailers, announces the 5th coupon yield payment against bonds. Please be informed that today PJSC Magnit fulfilled its obligation of the 5th coupon yield payment against bonds of the BО-00...
MAGNIT PJSC (MGNT) Magnit notifies on the transactions by the person discharging managerial responsibilities 22-Jun-2022 / 17:42 MSK Dissemination of a Regulatory Announcement, transmitted by EQS Group. The issuer is solely responsible for the content of this announcement. Magnit notifies on the transactions by the person discharging managerial responsibilities Krasnodar, Russia (June 22, 2022): Magnit PJSC (MOEX and LSE: MGNT; the Company), one of Russia’s leading retailers, notifies on the transactions with the PJSC Magnit securities made by the member of the Manageme...
MAGNIT PJSC (MGNT) Magnit notifies on the transactions by the person discharging managerial responsibilities 17-Jun-2022 / 18:06 MSK Dissemination of a Regulatory Announcement, transmitted by EQS Group. The issuer is solely responsible for the content of this announcement. Magnit notifies on the transactions by the person discharging managerial responsibilities Krasnodar, Russia (June 17, 2022): Magnit PJSC (MOEX and LSE: MGNT; the Company), one of Russia’s leading retailers, notifies on the transactions with the PJSC Magnit securities made by the member of the Manageme...
MAGNIT PJSC (MGNT) Magnit notifies on the disposal of shares by the entity under the issuer’s control 15-Jun-2022 / 18:10 MSK Dissemination of a Regulatory Announcement, transmitted by EQS Group. The issuer is solely responsible for the content of this announcement. Magnit notifies on the disposal of Shares by the Entity under the Issuer’s Control Krasnodar, Russia (June 15, 2022): Magnit PJSC (MOEX and LSE: MGNT; the Company), one of Russia’s leading retailers, announces the disposal of shares by the entity which is under the Issuer’s control. Full ...
MAGNIT PJSC (MGNT) Magnit notifies on the transactions by the person discharging managerial responsibilities 10-Jun-2022 / 15:59 MSK Dissemination of a Regulatory Announcement, transmitted by EQS Group. The issuer is solely responsible for the content of this announcement. Magnit notifies on the transactions by the person discharging managerial responsibilities Krasnodar, Russia (June 10, 2022): Magnit PJSC (MOEX and LSE: MGNT; the Company), one of Russia’s leading retailers, notifies on the transactions with the PJSC Magnit securities made by the member of the Manageme...
MAGNIT PJSC (MGNT) Magnit notifies on the disposal of shares by the entity under the issuer’s control 09-Jun-2022 / 17:15 MSK Dissemination of a Regulatory Announcement, transmitted by EQS Group. The issuer is solely responsible for the content of this announcement. Magnit notifies on the disposal of Shares by the Entity under the Issuer’s Control Krasnodar, Russia (June 9, 2022): Magnit PJSC (MOEX and LSE: MGNT; the Company), one of Russia’s leading retailers, announces the disposal of shares by the entity which is under the Issuer’s control. Full c...
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