EME Equity Market - September 2024 EME indices mostly in the red in September; rebound in Greece. The MSCI EM Europe Index declined 2.0% in EUR terms and 1.1% in USD terms in September. The Greek ASE Index was the best performer in our region, advancing 1.4% mom in EUR terms. Muted performances were seen in Czechia and Hungary (+0.3% and +0.2% mom, respectively in EUR terms), with declines in Poland, Romania and Turkey (-3.6%, -2.9% and -1.5% mom, respectively in EUR terms).
HEADLINES: • Wirtualna Polska: WP boosts media margins (stays BUY) • Aselsan: 2Q24 IAS 29 results – strong execution POSITIVE • Inter Cars: 2Q24 EBITDA 10% above our forecast and 5% above the consensus, on higher margin POSITIVE • Inter Cars: August sales growth at 8% yoy, in line with our expectations NEUTRAL • PCF Group: new work-for-hire agreement with Krafton; PLN 7m write-off on Project Red POSITIVE • Santander Bank Polska: strategic investor wants to reduce its stake • Kazatomprom: obtains...
A director at Med Life SA sold 1,500,000 shares at 5.710RON 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 clearly ...
EME Equity Market – August 2024 A red month for the EME indices, with only the Czech PX index in positive territory. The MSCI EM Europe index declined by 4.7% in EUR terms and 2.6% in USD terms in August. The Czech PX index was the only index to report a positive figure, adding 0.5% mom in EUR terms. The rest of the indices were in the red: the Turkish ISE30 index was down 11.5% mom in EUR terms, followed by Greece (-3.2% mom), Romania (-2.6% mom) and Hungary (-1.2% mom; all in EUR terms). The P...
HEADLINES: • Bank of Cyprus: room for further rerating (stays BUY) • Bank Handlowy: writes down remaining goodwill on retail banking fully in 2Q24 NEUTRAL • Text: 1Q24-25 (calendar 2Q24) results – EBITDA down 2% yoy, but 5% above the consensus POSITIVE • Sphera Group: strong 2Q24 results, as expected NEUTRAL • MedLife: 2Q24 confirms operational earnings recovery, net profits still weak NEUTRAL • HELLENiQ Energy: 2Q24 results – weak net income, due to one-off costs NEUTRAL • Mo-BRUK: earnings cal...
Summary Aeroports de Paris SA - Company Profile and SWOT Analysis, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Aeroports de Paris SA (ADP) builds, develops and manages airports. It owns and operates Paris-Charles de Gaulle, Paris-Orly, and Paris-Le Bourget airports; and one heliport in Issy-les-Moulineaux....
EQS-News: Flughafen Wien AG / Key word(s): Half Year Results/Quarterly / Interim Statement Flughafen Wien AG in the first half of 2024: Increase in passenger volume, revenue and earnings 20.08.2024 / 07:30 CET/CEST The issuer is solely responsible for the content of this announcement. Flughafen Wien AG in the first half of 2024: Increase in passenger volume, revenue and earnings Strong passenger growth in H1/2024: 18.7 million passengers in the Flughafen Wien Group (+10.1%) Financial performance indicators in H1/2024: Revenue up 14.1% to € 488.4 million, EBITDA r...
EQS-News: Flughafen Wien AG / Schlagwort(e): Halbjahresergebnis/Quartals-/Zwischenmitteilung Flughafen Wien AG im ersten Halbjahr 2024: Plus bei Passagieren, Umsatz und Gewinn 20.08.2024 / 07:30 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Flughafen Wien AG im ersten Halbjahr 2024: Plus bei Passagieren, Umsatz und Gewinn H1/2024: Starkes Passagierwachstum mit 18,7 Mio. Passagieren in der Flughafen-Wien-Gruppe (+10,1%) Finanzkennzahlen H1/2024: 14,1% Umsatzplus auf € 488,4 Mio., EBITDA verbessert sich um 15,5% auf € 204,9 M...
EME Equity Market – July 2024 Greece the biggest winner, while Poland the clear loser in July. The MSCI EM Europe Index declined by 1.1% in EUR terms and 0.3% in USD terms in July. The Greek ASE Index posted the best performance for the month, advancing by 5.3% mom in EUR terms. There was a broadly similar performance in Hungary, Czechia and Romania (+ 2.9%, 2.7% and 2.1% mom in EUR terms, respectively). The Turkish ISE30 Index declined by 1.6% mom in EUR terms, but the clear loser was the Polis...
Summary Marketline's Aeroports de Paris SA Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Aeroports de Paris SA - Mergers & Acquisitions (M&A), Partnerships & Alliances since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Inv...
HEADLINES: • Santander Bank Polska: posts solid 2Q24 results POSITIVE • Orange Polska: 2Q24 results – EBITDAaL up 4% yoy, 1% above the consensus; 2024E EBITDAaL guidance raised POSITIVE • Hungary macro: MNB cuts by 25bps, to 6.75% • Türkiye macro: CBT on firm hold • Migros: sells entire stake in Ramstore Kazakhstan LLC POSITIVE
HEADLINES: • OTP Bank: Hungarian government working on extra industry charges to aid budget deficit NEGATIVE • OMV: 2Q24 trading statement NEUTRAL • NLB Group: Alta Pay withdraws request to acquire qualifying holding in Addiko Bank POSITIVE • EME Macro/Strategy: macro all-in-one (1-7 July) • Santander Bank Polska: 2Q24E preview (due on 24 July) • Alior Bank: 2Q24E preview (due on 2 August) • ING BSK: 2Q24E preview (due on 7 August)
HEADLINES: • Text: 4Q23-24 (calendar 1Q24) results – EBITDA down 12% yoy, 11% below our forecast NEGATIVE • Türkiye macro: giving credit where credit is due, but keep realistic lags in mind • PKO BP: partial resolutions of AGM, dividend approved, AGM paused • Poland macro: CPI well-behaved, wage growth still soaring • Santander Bank Polska: 2Q24 CHF mortgage saga charges of PLN 1,109m NEUTRAL • Wizz Air: calls to improve Air Traffic Control in Europe in wake of delays NEGATIVE • Public Power Cor...
Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.
EME Equity Market – May 2024 Turkish equities lead, in the mostly green month of May. The MSCI EM Europe Index rose by 0.7% mom in EUR terms and 1.8% mom in LCU terms in May. The Turkish ISE30 index reported the strongest performance, adding 3.6% mom in EUR terms, followed by the Romanian BET and the Czech PX (+2.7% and 2.1% mom in EUR terms, respectively). The Hungarian BUX index and the Polish WIG20 remained broadly flat (+0.4% and +0.2% mom in EUR terms, respectively); although, in LCU terms,...
HEADLINES: • Bank of Cyprus: keep calm and return capital (stays BUY) • Migros: weak operating results in 1Q24 NEGATIVE • Pepco Group: 1H24 beat on gross margin; slow start to 3Q and cautious FY EBITDA guidance POSITIVE • 11 bit studios: 1Q24 adjusted EBITDA slightly above our forecast, but a touch below the consensus NEUTRAL • Colt CZ Group SE: weak 1Q24 results, but FY24E guidance reiterated NEGATIVE • Türkiye macro: CBT on hold, with a hawkish demeanour • Cyfrowy Polsat: key takeaways from th...
EQS-News: Flughafen Wien AG / Key word(s): Quarterly / Interim Statement Flughafen Wien AG Reports a Positive First Quarter of 2024: Increase in passenger traffic, revenue and earnings 16.05.2024 / 07:30 CET/CEST The issuer is solely responsible for the content of this announcement. Flughafen Wien AG Reports a Positive First Quarter of 2024: Increase in passenger traffic, revenue and earnings Strong passenger growth in Q1/2024: 7.6 million passengers in the Flughafen Wien Group (+13.8%) Financial performance indicators in Q1/2024: Revenue up 16.6% to € 210.3 milli...
EQS-News: Flughafen Wien AG / Schlagwort(e): Quartals-/Zwischenmitteilung Flughafen Wien AG mit positivem ersten Quartal 2024: Plus bei Passagieren, Umsatz und Gewinn 16.05.2024 / 07:30 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Flughafen Wien AG mit positivem ersten Quartal 2024: Plus bei Passagieren, Umsatz und Gewinn Deutliches Passagierwachstum im Q1/2024 mit 7,6 Mio. Passagieren in der Gruppe (+13,8%) Finanzkennzahlen Q1/2024: 16,6% Umsatzplus auf € 210,3 Mio., Periodenergebnis verbessert sich auf € 37,2 Mio. (+48,9%)...
HEADLINES: • mBank: solid 1Q24 results justify one of the top market valuations (1Q24 P/BV of 2.1x) POSITIVE • OTP Bank: books solid 1Q24, keeps 2024E guidance unchanged NEUTRAL • Bank Millennium: 1Q24 results in line • CCC: 40% EBITDA beat in 1Q24, on opex control POSITIVE • Dino: 2-7% EBITDA miss in 1Q24 NEGATIVE • AmRest: 1Q24 broadly in line with our forecasts, but below the consensus NEGATIVE • MOL: 1Q24 results – EBITDA below expectations on maintenance NEUTRAL • MedLife: 1Q24 results poin...
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).
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