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 PRESS RELEASE

EQS-News: 155th wienerberger Annual General Meeting: All resolutions a...

EQS-News: Wienerberger AG / Key word(s): AGM/EGM 155th wienerberger Annual General Meeting: All resolutions adopted 07.05.2024 / 14:30 CET/CEST The issuer is solely responsible for the content of this announcement. 155th wienerberger Annual General Meeting: All resolutions adopted Dividend of € 0.90 per share Heimo Scheuch, Chairman of the Managing Board of Wienerberger AG: “Perfectly positioned for further growth” Vienna, May 7, 2024 – The 155th Annual General Meeting of Wienerberger AG was held as an on-site meeting at Wiener Stadthalle on May 7, 2024. After the prese...

 PRESS RELEASE

EQS-News: 155. ordentliche wienerberger Hauptversammlung: Alle Anträge...

EQS-News: Wienerberger AG / Schlagwort(e): Hauptversammlung 155. ordentliche wienerberger Hauptversammlung: Alle Anträge genehmigt 07.05.2024 / 14:30 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. 155. ordentliche wienerberger Hauptversammlung: Alle Anträge genehmigt Dividende von 0,90 € je Aktie Heimo Scheuch, Vorstandsvorsitzender der Wienerberger AG: „Bestens positioniert, um Wachstum weiter voranzutreiben“ Wien, 07. Mai 2024 – Die 155. ordentliche Hauptversammlung der Wienerberger AG fand am 7. Mai 2024 als Präsenzveranstaltun...

Research Team
  • Research Team

WOOD Daily: MBK PW; GEV CP; DAT PW; WPL PW; GPP PW; ACP PW

HEADLINES: • mBank: revises up 1Q24 FX mortgage saga costs NEUTRAL • GEVORKYAN: 4Q23 results broadly in line; new contracts from Poland and Sweden NEUTRAL • DataWalk: preliminary 1Q24 results – sales up 100% yoy, to PLN 6.43m POSITIVE • DataWalk: key takeaways from the 1Q24 preliminary earnings call POSITIVE • Wirtualna Polska: real users in April 2024 NEUTRAL • Wirtualna Polska: 1Q24E preview – 9% yoy adjusted EBITDA growth expected (due on 21 May) • Grupa Pracuj: 1Q24E results preview – flat y...

Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri

ODDO : March 2024 sales below forecasts, memory continues to underpin ...

>Global sales for March 2024 at +15.2% y-o-y (vs +16.4% in February), Q1 2024 at +15% - Worldwide semiconductor sales in March 2024 were published by the WSTS (World Semiconductor Trade Statistics), with the usual one-month lag. In terms of the three-month moving average, sales came to $ 50.8bn, falling short of our estimate of $ 52.2bn, pointing to y-o-y growth +15.2% (a slight sequential decline of -0.6%). This marks a slowdown vs February, which stood at +16.4%. Q1...

Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri

ODDO : Ventes de mars 2024 inférieures aux attentes, la mémoire contin...

>Ventes mondiales de mars 2024 à +15.2% yoy (vs +16.4% en février), un T1 24 à +15% - Les ventes mondiales de semiconducteurs de mars 2024 ont été publiées par la WSTS (World Semiconductor Trade Statistics), avec comme toujours, un mois de décalage. En données lissées (moyenne 3 mois), elles ressortent à 50.8 Md$, inférieures à notre prévision à 52.2 Md$, en croissance annuelle de 15.2% (légère baisse en séquentiel de -0.6%). Il s’agit d’un ralentissement par rapport ...

Research Team
  • 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).

BRE MBANK SA
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.
Research Team
  • 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...

EVN AG: Update following rating affirmation

Our credit view of this issuer reflects its strong competitive position in the core market of Lower Austria, constrained by its significant portion of earnings.

Research Team
  • 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...

Bank Polska Kasa Opieki S.A.: Update following ratings affirmation

Our credit view of Bank Polska Kasa Opieki S.A. reflects its good capitalisation, against its relatively high NPL ratio that is likely to deteriorate moderately.

Research Team
  • Research Team

WOOD Daily: ARCLK TI; SIPCHEM AB; KRU PW; EME Macro/Strategy Weekly; T...

HEADLINES: • Arcelik: weak bottom-line performance in 1Q24 NEGATIVE • Sipchem: 1Q24 results – weak net income NEGATIVE • Kruk: issues flash 1Q24 net profit of PLN 338m NEUTRAL • EME Macro/Strategy: macro all-in-one (22-28 April) • Türkiye macro: MPC takes a pause, but hiking cycle not over yet • OTP Bank: CEO Csanyi speaks at AGM on future acquisitions and Russian exposure POSITIVE • Budimex: BXF Energia acquires 60 MW photovoltaic project NEUTRAL • Inter Cars: dividend policy for 2023-25E and p...

 PRESS RELEASE

BAWAG Group erzielte in Q1 2024 Nettogewinn von 167 Mio. € und RoTCE v...

BAWAG Group erzielte in Q1 2024 Nettogewinn von 167 Mio. € und RoTCE von 23,7% Q1 ’24 Nettogewinn in Höhe von 167 Mio. €, EPS von € 2,11 und RoTCE von 23,7%Kundeneinlagen +1% und Kundenkredite stabil gegenüber Q4’23 (jeweils im Durchschnitt)Ergebnis vor Risikokosten in Höhe von 258 Mio. € (+4% im Vergleich zum Vorjahr) undCost/Income Ratio von 32,9%Risikokosten-Quote von 28 Basispunkten … NPL-Quote bei 1%CET1 Quote von 15,6% nach Abzug der abgegrenzten Dividende in Höhe von 92 Mio. € für Q1’242024 Ziele bestätigt: Ergebnis vor Steuern > 920 Mio. €, RoTCE > 20% und CIR < 34% Die BAWAG...

 PRESS RELEASE

BAWAG Group publishes Q1 2024 results: Net profit € 167 million and Ro...

BAWAG Group publishes Q1 2024 results: Net profit € 167 million and RoTCE 23.7% Q1 ’24 net profit of € 167 million, EPS of € 2.11 and RoTCE of 23.7%Average customer deposits +1% and average customer loans flat versus prior quarterPre-provision profit of € 258 million (+4% vPY) and CIR at 32.9%Risk-cost ratio of 28 basis points … NPL ratio at 1.0%CET1 ratio of 15.6% post-deduction of dividend accrual of € 92 million for Q1 ‘24Targets for 2024 reconfirmed: Profit before tax > € 920 million, RoTCE >20%, and CIR < 34% Today, BAWAG Group released its results for the first quarter 2024, re...

Moody's Ratings affirms EVN`s A1 rating; stable outlook

Moody's Ratings (Moody's) has today affirmed the A1 ratings of the euro medium term notes of EVN AG (EVN). Concurrently, Moody's has affirmed the (P)A1 rating of the senior unsecured euro medium term note (EMTN) programme. The outlook remains stable. A full list of affected ratings can be found at...

Moody's Ratings affirms Bank Millennium's Baa3 long-term deposit ratin...

Moody's Ratings ("Moody's") has today affirmed Bank Millennium S.A.'s (BM) Baa3/P-3 long- and short-term deposit ratings and changed the outlook on the long-term deposit ratings to positive from negative. Further, Moody's affirmed the bank's ba3 Baseline Credit Assessment (BCA) and ba2 Adjusted BCA,...

Research Team
  • Research Team

WOOD Daily: MONET CP; ALR PW; SHO PW; MBR PW; WIZZ LN; ASELS TI; OPL P...

HEADLINES: • MONETA Money Bank: strong 1Q24 delivery, on better-than- expected revenues POSITIVE • Alior Bank: books small beat on 1Q24 delivery, driven by low credit risk charges; robust 2024E outlook supported POSITIVE • Shoper: 1Q24 adjusted EBITDA 9% above our expectations; FY23 results in line with prelims POSITIVE • Mo-BRUK: 4% miss vs. our 4Q23 adjusted EBITDA forecast, weak cash flows NEGATIVE • Wizz Air: fiscal 2024 post-close trading update POSITIVE • Aselsan: CEO's comments on exports...

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