reports
- Research Team
WOOD Daily: EAT PW; EUR PW; CBF PW; MBR PW; ALE PW; VRC PW; TEN PW; PK...
HEADLINES: • AmRest: 3Q24 in line, on a EUR 9m positive one-off NEGATIVE • Eurocash: 3Q24 weak, as expected; FY25E guidance cancelled NEGATIVE • cyber_Folks: 3Q24 results review – 26% yoy adjusted EBITDA growth, 2% above our estimate POSITIVE • Mo-BRUK: 3Q24 EBITDA up 26% yoy, 22-28% above our and the market's expectations POSITIVE • Allegro: 3Q24 EBITDA beat, but yoy decline guided for 4Q24E, due to international operations NEUTRAL • Vercom: 3Q24 results - 28% yoy EBITDA growth, in line with ou...
MTELEKOM MAGYAR TELEKOM TELECOMMUNICATIONS
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
PGE PGE POLSKA GRUPA ENERGETYCZNA S.A.
LVC LIVECHAT SOFTWARE SA
PPC PUBLIC POWER CORPORATION S.A.
OTP OTP BANK NYRT
EUR EUROCASH S.A.
MBR MO-BRUK S.A.
ETEL TELECOM EGYPT
DIGI DIGI COMMUNICATIONS NV
R22 R22
EAT AMREST HOLDINGS SE
TEN TEN SQUARE GAMES
ALG ALLEGRO.EU SA
VRC VERCOM SA
EQS-News: Flughafen Wien AG in Q1-3/2024: Positive Entwicklung bei Pas...
EQS-News: Flughafen Wien AG / Schlagwort(e): Quartals-/Zwischenmitteilung/9-Monatszahlen Flughafen Wien AG in Q1-3/2024: Positive Entwicklung bei Passagieren, Umsatz und Gewinn 14.11.2024 / 07:30 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Flughafen Wien AG in Q1-3/2024: Positive Entwicklung bei Passagieren, Umsatz und Gewinn Q1-3/2024: Erfreulicher Passagierzuwachs von +9,1% auf 31,6 Mio. Passagiere in der Flughafen-Wien-Gruppe, am Standort Wien beträgt der Zuwachs +7,2% auf 24,1 Mio. Passagiere Trotz deutlich höherer Ko...
EQS-News: Flughafen Wien AG in Q1-3/2024: Positive development in pass...
EQS-News: Flughafen Wien AG / Key word(s): Quarterly / Interim Statement/9 Month figures Flughafen Wien AG in Q1-3/2024: Positive development in passenger traffic, revenue and net profit 14.11.2024 / 07:30 CET/CEST The issuer is solely responsible for the content of this announcement. Flughafen Wien AG in Q1-3/2024: Positive development in passenger traffic, revenue and net profit Q1-3/2024: Positive passenger growth of +9.1% to 31.6 million passengers in the Flughafen Wien Group, growth at the Vienna site of +7.2% to 24.1 million passengers Despite significantly...
- Research Team
WOOD Daily: PEO PW; PKO PW; WIZZ LN; BVB RO; TBCG LN; CTPNV NA; AIRA L...
HEADLINES: • Bank Pekao: posts strong 3Q24; one of the cheapest among the Polish banks, but remains hostage to merger risk • PKO BP: 3Q24 results – no major surprises • Wizz Air: 2Q FY25 – small miss, with better fuel, but higher ex-fuel cask than we expected NEUTRAL • Bucharest Stock Exchange: weak 3Q24 results NEGATIVE • TBC Bank: 3Q24 results and conference call POSITIVE • CTP: 3Q24 in line; development-led growth continues NEUTRAL • Air Astana Group: 3Q24 EBITDA up by 10% yoy, exceeding the ...
EQS-News: Lenzing Gruppe meldet erneut Verbesserung des operativen Erg...
EQS-News: Lenzing AG / Schlagwort(e): Quartals-/Zwischenmitteilung/Quartalsergebnis Lenzing Gruppe meldet erneut Verbesserung des operativen Ergebnisses 07.11.2024 / 07:30 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Lenzing Gruppe meldet erneut Verbesserung des operativen Ergebnisses Umsatzerlöse stiegen in den ersten drei Quartalen 2024 um 5 Prozent gegenüber dem Vergleichszeitraum im Vorjahr auf EUR 2 Mrd. Performance-Programm deutlich über Plan: EBITDA stieg um 20,3 Prozent auf EUR 263,7 Mio., Free Cashflow von EUR 191,8...
EQS-News: Lenzing Group reports further improvement in operating resul...
EQS-News: Lenzing AG / Key word(s): Quarterly / Interim Statement/Quarter Results Lenzing Group reports further improvement in operating result 07.11.2024 / 07:30 CET/CEST The issuer is solely responsible for the content of this announcement. Lenzing Group reports further improvement in operating result Revenue up 5 percent year-on-year to EUR 2 bn in the first three quarters of 2024 Performance program well ahead of budget: EBITDA up +20.3 percent to EUR 263.7 mn, free cash flow of EUR 191.8 mn (compared with minus EUR 138.2 mn in the first three quarters of 2023)...
- Research Team
The Rear-View Mirror – EME markets: only the Czech Republic in the bla...
EME Equity Market – October 2024 A red October for the EME indices, only Czechia in positive territory. The MSCI EM Europe Index declined by 6.0% in EUR terms and 8.4% in USD terms in October. The Czech PX index was the only one spared, adding 1.3% mom in EUR terms. Türkiye was battered the most, with the Turkish ISE30 declining by 7.3% mom in EUR terms, followed closely by the Polish WIG20 (-6.7% mom in EUR terms). Greece fell 4.8% mom in EUR terms, while the Hungarian BUX index lost 2.7% mom i...
JMT JERONIMO MARTINS SGPS S.A.
OPAP GREEK ORGANISATION OF FOOTBALL PROGNOSTICS SA
KRU KRUK S.A.
EBS ERSTE GROUP BANK AG
CEZ CEZ AS
ACP ASSECO POLAND SA
HTO HELLENIC TELECOMMUNICATIONS ORGANIZATION SA
CDR CD PROJEKT S.A.
RBI RAIFFEISEN BANK INTERNATIONAL AG
OMV OMV AG
PKO PKO BANK POLSKI S.A.
KOMB KOMERCNI BANKA A.S.
ALK ALKALOID AD SKOPJE
BIMAS BIM BIRLESIK MAGAZALAR A.S.
WIZZ WIZZ AIR HOLDINGS PLC
SPL SANTANDER BANK POLSKA SA
MIL BANK MILLENNIUM SA
BSK ING BANK SLASKI S.A.
BDX BUDIMEX S.A.
GEKTERNA GEK TERNA
KTY GRUPA KETY SA
TPS ORANGE POLSKA S.A.
CAI CA IMMOBILIEN ANLAGEN AG
MYTIL MYTILINEOS S.A.
SAR GR. SARANTIS S.A.
LPP LPP S.A.
AKCNS AKCANSA CIMENTO
ASELS ASELSAN ELEKTRONIK SANAYI VE TICARET A.S. CLASS B
CIMSA CIMENTO SANYAI VE TICARET A.S.
CCC CCC SA
2310 SAHARA INTERNATIONAL PETROCHEMICAL COMPANY
DOM DOM DEVELOPMENT SA
AEGN AEGEAN AIRLINES SA
MGROS MIGROS TICARET A.S
ARCLK ARCELIK A.S.
OTKAR OTOKAR OTOMOTIV VE SAVUNMA SANAYI A.S.
EUR EUROCASH S.A.
GSPARK GRAPHISOFT PARK SE
ALR ALIOR BANK SA
OTOEL AUTOHELLAS S.A.
WPL WIRTUALNA POLSKA HOLDING SA
SAB1L SIAULIU BANKAS
BRD BRD-GROUPE SOCIETE GENERALE
MONET MONETA MONEY BANK AS
SNP PETROM S.A.
TOFAS TOFAS TURK OTOMOBIL FABRIKASI A.S.
DNP DINO POLSKA S.A.
RICHT RICHTER
R22 R22
MCOV B MEDICOVER AB
ADNOCDIST ADNOC DISTRIBUTION PJSC
CGEO GEORGIA CAPITAL
SOKM SOK MARKETLER TICARET AS
KAP NATIONAL ATOMIC COMPANY KAZATOMPROM
ALG ALLEGRO.EU SA
KSPI KASPI KZ
INPST INPOST S.A.
WPS W.A.G PAYMENT SOLUTIONS PLC
ADNOCDRILL ADNOC DRILLING CO
7202 ARABIAN INTERNET & COMMUNICATIONS SERVICES CO
ELPE HELLENIQ ENERGY
4071 ARABIAN CONTRACTING SERVICES CO
AIRA AIR ASTANA JSC
GEV GEVORKYAN A.S.
- Research Team
WOOD Daily: EBS AV; MBK PW; ING PW; JMT PL; KOMB CP; MCOVB SS; TKNSA T...
HEADLINES: • Erste Bank: 3Q24 results – strong NII delivery • mBank: underlying 3Q34 business delivery in line; beat on headline net profit due to tax charges NEUTRAL • ING BSK: 3Q24 results – minor miss on high credit risk charges, as corporate NPL ratio surges NEUTRAL • Jeronimo Martins: beat in 3Q24, Biedronka at -2% lfl and stable margin erosion; price war continues POSITIVE • Komercni Banka: 3Q24 results – net profit largely in line with expectations • Medicover: 3Q24 operating numbers in l...
JMT JERONIMO MARTINS SGPS S.A.
EBS ERSTE GROUP BANK AG
HTO HELLENIC TELECOMMUNICATIONS ORGANIZATION SA
KOMB KOMERCNI BANKA A.S.
BSK ING BANK SLASKI S.A.
BDX BUDIMEX S.A.
AKCNS AKCANSA CIMENTO
PGE PGE POLSKA GRUPA ENERGETYCZNA S.A.
TKNSA TEKNOSA IC VE DIS TICARET AS
CAR INTER CARS S.A.
TPE TAURON POLSKA ENERGIA S.A.
SAB1L SIAULIU BANKAS
BRD BRD-GROUPE SOCIETE GENERALE
DIGI DIGI COMMUNICATIONS NV
MCOV B MEDICOVER AB
ADNOCDIST ADNOC DISTRIBUTION PJSC
- Research Team
WOOD Daily: MONET CP; ALR PW; OPL PW; KTY PW; CEZ CP; WPS LN; GE Macro...
HEADLINES: • MONETA Money Bank: solid, good, 3Q24 results in line with expectations NEUTRAL • Alior Bank: 3Q24 in line, but we may be at the peak NEUTRAL • Orange Polska: 3Q24 results – EBITDAaL up 3% yoy, 2% above consensus on one-offs; EBITDAaL excluding one-offs in line; 2024E guidance reiterated NEUTRAL • Kety: full 3Q24 results below preliminaries NEGATIVE • CEZ: Babis promoting a buyout of the CEZ minorities POSITIVE • Eurowag: solid 3Q24 trading update POSITIVE • Georgia macro: NBG keeps ...
- Research Team
WOOD Daily: FTSHP CP; PL Macro; SAR GA; HU Macro; PKO PW; WPL PW; MYTI...
HEADLINES: • Footshop (FTSHP CP): a sneakerhead’s dream – soft coverage (NOT RATED) • Poland macro: weaker consumption boosts prospects for early rate cuts • Sarantis: 3Q trading update in line, FY24E guidance maintained NEUTRAL • Hungary macro: MNB signals a longer pause • PKO BP: CEO Midera gives the gist of key strategic directions in Puls Biznesu interview NEUTRAL • Wirtualna Polska: Wakacje.pl and Itaka extend cooperation NEUTRAL • Metlen Energy & Metals: 9M24 trading update preview (due ou...
- Research Team
WOOD Daily: ELPE GA; MOH GA; VGO PW; ALE PW; INPST NA; OPL PW; CPS PW;...
HEADLINES: • Greek oil refiners: need a little time to shake things up (HELLENiQ Energy downgraded to HOLD, Motor Oil Hellas stays BUY) • VIGO Photonics: 3Q24 sales down 5% yoy, to PLN 15.7m NEGATIVE • Allegro: announces another change in CEO post NEGATIVE • InPost: acquisition of remaining 70% stake in Menzies for GBP 60m POSITIVE • Orange Polska: key takeaways from an interview with the CFO NEUTRAL • Polish media: TVN put on sale for PLN 5bn, according to Newsweek NEUTRAL • ING BSK: 3Q24E prev...
- Research Team
WOOD Daily: EME Macro/Strategy Weekly; PKO PW; EAT PW; SFG RO; ALR PW;...
HEADLINES: • EME Macro/Strategy: macro all-in-one (7-13 October) • PKO BP: PLN 994m of CHF mortgage saga provisions in 3Q24E NEUTRAL • AmRest/Sphera Group: Wendy’s entering CEE NEGATIVE • Alior Bank: 3Q24E preview (due on 24 October) • MONETA Money Bank: 3Q24E preview (due on 24 October) • Santander Bank Polska: 3Q24E preview (due on 29 October) • Komercni Banka: 3Q24E preview (due on 31 October)
EQS-News: Lenzing AG: Resolutions of the Extraordinary General Meeting...
EQS-News: Lenzing AG / Key word(s): AGM/EGM Lenzing AG: Resolutions of the Extraordinary General Meeting of Lenzing AG 10.10.2024 / 12:00 CET/CEST The issuer is solely responsible for the content of this announcement. Carlos Aníbal de Almeida Junior, Marcelo Feriozzi Bacci and Markus Fürst newly elected to the Supervisory Board Nicole van der Elst Desai and Melody Harris-Jensbach resigned from the Supervisory Board Lenzing – On Thursday, October 10, 2024, the Extraordinary General Meeting of Lenzing AG elected Marcelo Feriozzi Bacci (until the Annual General Meeting r...
EQS-News: Lenzing AG: Ergebnisse der außerordentlichen Hauptversammlun...
EQS-News: Lenzing AG / Schlagwort(e): Hauptversammlung Lenzing AG: Ergebnisse der außerordentlichen Hauptversammlung der Lenzing AG 10.10.2024 / 12:00 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Carlos Aníbal de Almeida Junior, Marcelo Feriozzi Bacci und Dr. Markus Fürst neu in den Aufsichtsrat gewählt Nicole van der Elst Desai und Melody Harris-Jensbach aus dem Aufsichtsrat ausgeschieden Lenzing – Die außerordentliche Hauptversammlung der Lenzing AG hat am Donnerstag, 10. Oktober 2024, Marcelo Feriozzi Bacci (bis zur ordentli...
EQS-News: Lenzing und TreeToTextile bündeln ihre Kräfte für Cellulosef...
EQS-News: Lenzing AG / Schlagwort(e): Kooperation/Nachhaltigkeit Lenzing und TreeToTextile bündeln ihre Kräfte für Cellulosefasern der nächsten Generation 07.10.2024 / 09:13 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Lenzing und TreeToTextile bündeln ihre Kräfte für Cellulosefasern der nächsten Generation Lenzing erwirbt Minderheitsbeteiligung am schwedischen Cellulosefaserunternehmen TreeToTextile AB Zusammenarbeit mit H&M Group, Inter IKEA Group, Stora Enso und LSCS Invest Partnerschaft für Cellulosefasern der nächsten ...
EQS-News: Lenzing and TreeToTextile join forces for next-generation ce...
EQS-News: Lenzing AG / Key word(s): Alliance/Sustainability Lenzing and TreeToTextile join forces for next-generation cellulose fibers 07.10.2024 / 09:13 CET/CEST The issuer is solely responsible for the content of this announcement. Lenzing and TreeToTextile join forces for next-generation cellulose fibers Lenzing acquires minority share in Swedish cellulosic fiber company TreeToTextile AB Joining forces with H&M Group, Inter IKEA Group, Stora Enso, and LSCS Invest Partnership for next-generation cellulose fibers Lenzing – The Lenzing Group, a leading suppli...
- Research Team
The Rear-View Mirror – EME markets: Greece rebounds, elsewhere mostly ...
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).
PEO BANK POLSKA KASA OPIEKI SA
OPAP GREEK ORGANISATION OF FOOTBALL PROGNOSTICS SA
KRU KRUK S.A.
MOL MOL NYRT
CEZ CEZ AS
CDR CD PROJEKT S.A.
RBI RAIFFEISEN BANK INTERNATIONAL AG
BIMAS BIM BIRLESIK MAGAZALAR A.S.
WIZZ WIZZ AIR HOLDINGS PLC
PZU POWSZECHNY ZAKLAD UBEZPIECZEN SPOLKA AKCYJNA
SPL SANTANDER BANK POLSKA SA
BSK ING BANK SLASKI S.A.
LAMDA LAMDA DEVELOPMENT S.A.
GEKTERNA GEK TERNA
KTY GRUPA KETY SA
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
SAR GR. SARANTIS S.A.
LPP LPP S.A.
ASELS ASELSAN ELEKTRONIK SANAYI VE TICARET A.S. CLASS B
CIMSA CIMENTO SANYAI VE TICARET A.S.
LOGO LOGO YAZILIM SANAYI VE TICARET A.S.
CCC CCC SA
CCOLA COCA-COLA ICECEK A.S.
AEGN AEGEAN AIRLINES SA
PGSUS.E PEGASUS HAVA TASIMACILIGI AS
APR AUTO PARTNER SA
PPC PUBLIC POWER CORPORATION S.A.
CAR INTER CARS S.A.
ARCLK ARCELIK A.S.
ECH ECHO INVESTMENT
CPS CYFROWY POLSAT SA
MBR MO-BRUK S.A.
11B 11 BIT STUDIOS S.A.
OTOEL AUTOHELLAS S.A.
VGO VIGO SYSTEM SA
WPL WIRTUALNA POLSKA HOLDING SA
BELA JUMBO S.A.
H4L1 HALYK SAVINGS BANK OF KAZAKHSTAN GDR
DIGI DIGI COMMUNICATIONS NV
NBGGY NATIONAL BANK OF GREECE S.A. ADS
RICHT RICHTER
19XX NEPI ROCKCASTLE PLC
R22 R22
ADNOCDIST ADNOC DISTRIBUTION PJSC
EAT AMREST HOLDINGS SE
TEN TEN SQUARE GAMES
ALG ALLEGRO.EU SA
CZG CESKA ZBROJOVKA GROUP
DUNAHOUSE DUNA HOUSE
KSPI KASPI KZ
INPST INPOST S.A.
PCF PCF GROUP SA
HUGE HUUUGE
PCO PEPCO GROUP NV
CTPNV KAZMUNAYGAS NC JSC
VRC CTP NV
KLKIM VERCOM SA
SHO KALEKIM KIMYEVI MADDELER SANAYI VE TICARET AS
4071 SHOPER SA
TRESTATES ARABIAN CONTRACTING SERVICES CO
GEV TRADE ESTATES REIC SA
NOVAL GEVORKYAN A.S.
BOCHGR NOVAL PROPERTY
BANK OF CYPRUS
- Research Team
WOOD Daily: MCOVB SS (BUY – initiation of coverage); HTO GA (upgrade t...
HEADLINES: • Medicover: private healthcare pioneer keeps on rolling (BUY - initiation of coverage) • OTE: safe dividend play (upgraded to BUY) • National Bank of Greece: HFSF launches the sale of a 10% stake in NBG NEUTRAL • PCF Group: 2Q24 results in negative territory, below our expectations NEGATIVE • mBank: issues traditional profit warning related to the CHF mortgage saga, ahead of 3Q24E results NEUTRAL • InPost: 4.9% price hike for Allegro NEUTRAL • Allegro: introduction of spirits from 21...
- Egor Fedorov
- James Wilson
EM Credit Spark/EM credit weekly
EM issuance continued at a healthy pace this week, while the macro backdrop continues to point to further monetary easing in developed markets. We expect a slowing in the pace of supply to act as a technical tailwind, keeping spreads well anchored into the end of the year.
EQS-News: Lenzing Gruppe: Joint-Venture LD Celulose begibt erfolgreich...
EQS-News: Lenzing AG / Schlagwort(e): Anleihe/Nachhaltigkeit Lenzing Gruppe: Joint-Venture LD Celulose begibt erfolgreich grüne Anleihe 27.09.2024 / 11:45 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Lenzing Gruppe: Joint-Venture LD Celulose begibt erfolgreich grüne Anleihe Begebung einer vorrangig besicherten grünen Unternehmensanleihe in Höhe von 650 Mio. USD („grüne Anleihe“) mit einem Kupon von 7,950 Prozent pro Jahr durch das Joint Venture LD Celulose Emission war aufgrund der hohen Nachfrage von institutionellen Anlege...
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