reports
- Charlotte Vaisse
- Equipe Sustainability
- Julian Dobrovolschi
- Marc Lavaud
ENX EURONEXT NV
PEO BANK POLSKA KASA OPIEKI SA
CA CARREFOUR SA
ADP AEROPORTS DE PARIS SA
RNO RENAULT SA
EFGN EFG INTERNATIONAL AG
COV COVIVIO SA
ORA ORANGE SA
TKA TELEKOM AUSTRIA AG
RI PERNOD RICARD SA
NESN NESTLE S.A.
WKL WOLTERS KLUWER NV
AIR AIRBUS SE
VER VERBUND AG CLASS A
REP REPSOL SA
BA. BAE SYSTEMS PLC
CRG CRH PLC
GAS NATURGY ENERGY GROUP S.A.
ACKB ACKERMANS & VAN HAAREN NV
ARCAD ARCADIS NV
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
SAN BANCO SANTANDER S.A.
RIO RIO TINTO PLC
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
KBX KNORR-BREMSE AG
MRNA MODERNA INC.
FDJ LA FRANCAISE DES JEUX SA
FER FERROVIAL SA
AGN AEGON N.V.
TEN TENARIS S.A.
PUIG PUIG BRANDS
AMRZ AMRIZE AG
- Charlotte Vaisse
- Equipe Sustainability
- Julian Dobrovolschi
- Marc Lavaud
ENX EURONEXT NV
PEO BANK POLSKA KASA OPIEKI SA
CA CARREFOUR SA
ADP AEROPORTS DE PARIS SA
RNO RENAULT SA
EFGN EFG INTERNATIONAL AG
COV COVIVIO SA
ORA ORANGE SA
TKA TELEKOM AUSTRIA AG
RI PERNOD RICARD SA
NESN NESTLE S.A.
WKL WOLTERS KLUWER NV
AIR AIRBUS SE
VER VERBUND AG CLASS A
REP REPSOL SA
BA. BAE SYSTEMS PLC
CRG CRH PLC
GAS NATURGY ENERGY GROUP S.A.
ACKB ACKERMANS & VAN HAAREN NV
ARCAD ARCADIS NV
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
SAN BANCO SANTANDER S.A.
RIO RIO TINTO PLC
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
KBX KNORR-BREMSE AG
MRNA MODERNA INC.
FDJ LA FRANCAISE DES JEUX SA
FER FERROVIAL SA
AGN AEGON N.V.
TEN TENARIS S.A.
PUIG PUIG BRANDS
AMRZ AMRIZE AG
- Oleg Galbur
- Research Team
WOOD Daily: PEO PW; PKN PW; KRU PW; OPL PW; MBR PW; CDR PW; GEKTERNA G...
HEADLINES: • Bank Pekao: strong 4Q25 delivery bodes well for 2026E outlook POSITIVE • Orlen: 4Q25 results – strong underlying EBITDA POSITIVE • Kruk: buys material portfolio in Italy – very strong start to 2026E in terms of investments scale POSITIVE • Orange Polska: key takeaways from the 4Q25 earnings call NEUTRAL • Mo-BRUK: signs PLN 7.5m contract NEUTRAL • CD Projekt: 4Q25E preview – EBITDA to decline by 48% qoq (due on 19 March) • GEK Terna: EUR 1.1bn planned Vrochonera HPS project secures ...
- Hela Zarrouk
DKSH DKSH HOLDING AG
MF WENDEL SE
F3C SFC ENERGY AG
MERY MERCIALYS SA
GOE GROUPE GORGE SA
ICAD ICADE SA
TPS ORANGE POLSKA S.A.
WIE WIENERBERGER AG
MMT METROPOLE TELEVISION SA
SAX STROEER SE & CO. KGAA
SHOT SCANDIC HOTELS GROUP
TWEKA TKH GROUP N.V. CERT
BRAV BRAVIDA HOLDING AB
TKO TIKEHAU CAPITAL SCA
DUE DURR AG
IGD IMMOBILIARE GRANDE DISTRIBUZIONE SIIQ S.P.A.
AGR AGRANA BETEILIGUNGS-AG
EAT AMREST HOLDINGS SE
GRE GRENERGY RENOVABLES
VRLA VERALLIA SAS
SFQ SAF-HOLLAND SE
ORP ORPEA
PLNW PLANISWARE
HAVAS HAVAS N.V
- Carole Braudeau
- Hela Zarrouk
DKSH DKSH HOLDING AG
MF WENDEL SE
F3C SFC ENERGY AG
MERY MERCIALYS SA
GOE GROUPE GORGE SA
ICAD ICADE SA
TPS ORANGE POLSKA S.A.
WIE WIENERBERGER AG
MMT METROPOLE TELEVISION SA
SAX STROEER SE & CO. KGAA
SHOT SCANDIC HOTELS GROUP
TWEKA TKH GROUP N.V. CERT
BRAV BRAVIDA HOLDING AB
TKO TIKEHAU CAPITAL SCA
DUE DURR AG
IGD IMMOBILIARE GRANDE DISTRIBUZIONE SIIQ S.P.A.
AGR AGRANA BETEILIGUNGS-AG
EAT AMREST HOLDINGS SE
GRE GRENERGY RENOVABLES
VRLA VERALLIA SAS
SFQ SAF-HOLLAND SE
ORP ORPEA
PLNW PLANISWARE
SUNN SUNRISE
HAVAS HAVAS N.V
- Carole Braudeau
- Jean-François Granjon
- Jean-François Granjon
- Roy Külter
- Steven Boumans
OUT1V OUTOKUMPU OYJ
TYRES NOKIAN RENKAAT OYJ
FAGR FAGRON SA
LSS LECTRA SA
ERA ERAMET SA
KWS KWS SAAT SE & CO KGAA
TIETO TIETOEVRY OYJ
DOC DO & CO AKTIENGESELLSCHAFT
COK CANCOM SE
MONT MONTEA SCA
KENDR KENDRION NV
ONTEX ONTEX GROUP N.V.
FLU FLUGHAFEN WIEN AG
ECONT ECONOCOM GROUP SE CLASS D
BFSA BEFESA SA
PWG PRODWAYS GROUP SA
CLA CLARANOVA SE
AERO MONTANA AEROSPACE AG
VT5 VT5 ACQUISITION COMPANY AG
FLOW FLOW TRADERS LTD
- Roy Külter
- Steven Boumans
OUT1V OUTOKUMPU OYJ
TYRES NOKIAN RENKAAT OYJ
FAGR FAGRON SA
LSS LECTRA SA
ERA ERAMET SA
KWS KWS SAAT SE & CO KGAA
TIETO TIETOEVRY OYJ
DOC DO & CO AKTIENGESELLSCHAFT
COK CANCOM SE
MONT MONTEA SCA
KENDR KENDRION NV
ONTEX ONTEX GROUP N.V.
FLU FLUGHAFEN WIEN AG
ECONT ECONOCOM GROUP SE CLASS D
BFSA BEFESA SA
PWG PRODWAYS GROUP SA
CLA CLARANOVA SE
AERO MONTANA AEROSPACE AG
VT5 VT5 ACQUISITION COMPANY AG
FLOW FLOW TRADERS LTD
- Elias New
- Research Team
WOOD Daily: DOC AV; PKN PW; PZU PW; TXT PW; MOL HB; H2O RO; MTLN GA; M...
HEADLINES: • DO & CO: mixed 3Q FY26 P&L results; strong FCFF generation, double vs. last year NEUTRAL • Orlen: acquires stake in the Afrodite discovery in Norway NEUTRAL • PZU: 4Q25E results preview (due on 26 February) • Text: 3Q25-26E preview – 28% yoy EBITDA decline expected (due on 26 February) • MOL: to explore for oil and gas in Libya with TPAO and Repsol POSITIVE • Hidroelectrica: preliminary 4Q25 total volumes sold 18% above our estimate POSITIVE • Metlen Energy & Metals: secures access ...
- Research Team
WOOD Daily: OPAP GA; WPL PW; BDX PW; PKN PW; INPST NA; ENA PW; TPE PW;...
HEADLINES: • OPAP: only 6.7% of shares elect for cash exit; free float to remain above all-important 20% level POSITIVE • Wirtualna Polska: TUI renews cooperation with Wakacje.pl POSITIVE • Budimex: signs PLN 481m contract with GAZ-SYSTEM NEUTRAL • Orlen: 4Q25E results preview (due on 19 February) NEUTRAL • InPost: 4Q25E preview – flattish adjusted EBITDA expected (due on 18 March) NEUTRAL • Enea: 4Q25E preview – 11% EBITDA drop on weaker Generation and Mining (prelims due on 23 March; full due ...
BDX BUDIMEX S.A.
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
AKCNS AKCANSA CIMENTO
CIMSA CIMENTO SANYAI VE TICARET A.S.
ENA ENEA S.A.
PGE PGE POLSKA GRUPA ENERGETYCZNA S.A.
TPE TAURON POLSKA ENERGIA S.A.
WPL WIRTUALNA POLSKA HOLDING SA
CGEO GEORGIA CAPITAL
NLBR NLB GROUP
INPST INPOST S.A.
7202 ARABIAN INTERNET & COMMUNICATIONS SERVICES CO
7203 ELM CO
- Oliver Metzger
- Wim Gille
- Oliver Metzger
- Wim Gille
- Research Team
WOOD Daily: BFT PW; ING PW; MBK PW; CAR PW; VGO PW; GEKTERNA GA; DIGI ...
HEADLINES: • Benefit Systems: grow baby, grow! (BUY - transfer of coverage) • ING BSK: 4Q25 results beat; solid DPS guidance; recent share price rally might have consumed part of the upside • mBank: solid 4Q25; rather cautious on the 2026E revenue outlook NEUTRAL • Inter Cars: January sales increase by 4.0% yoy NEGATIVE • VIGO Photonics: 4Q25E results preview – solid yoy adjusted EBITDA improvement expected (due on 16 March) • GEK Terna: seals c.EUR 1bn of Romanian railway projects – positive, b...
- Jovan Sikimic
- Jonathan Lamb
European Oil and Gas Monthly: January 2026 – cold comfort for gas
Brent crude oil prices have finally stopped falling, bouncing by USD 3.1/bbl in January 2026. In December 2025, a small increase in oil production from OPEC was offset by declines in Russia and Kazakhstan. The WOOD benchmark refining margin rose slightly, but company margins declined. Olefin prices increased, while naphtha prices were stagnant, bringing some respite to petrochemicals.
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