reports
- Jerôme Bodin
- Thomas Zlowodzki
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
RNO RENAULT SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
EO FAURECIA SA
OSE OSE IMMUNOTHERAPEUTICS SA
SSAB A SSAB AB CLASS A
DAI DAIMLER AG
POM PLASTIC OMNIUM SE
SZG SALZGITTER AG
TYRES NOKIAN RENKAAT OYJ
HCO HIGHCO SA
PSM PROSIEBENSAT.1 MEDIA SE
IPH INNATE PHARMA SA CLASS A
NTG NETGEM SA
LNA LNA SANTE SA
GBT GUERBET SA
VOE VOESTALPINE AG
ALCAR CARMAT SA
ACX ACERINOX SA
TRI TRIGANO SA
FR VALEO SE
G24 SCOUT24 AG
VOW3 VOLKSWAGEN AG PREF
ERA ERAMET SA
QDT QUADIENT SA
POS PORR AG
NDA AURUBIS AG
CAI CA IMMOBILIEN ANLAGEN AG
CIE CIE AUTOMOTIVE S.A.
MONT MONTEA SCA
SLIGR SLIGRO FOOD GROUP N.V.
KTCG KAPSCH TRAFFICCOM
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
SEFER SERGEFERRARI GROUP SA
ALBFR SIDETRADE SA
FYB FORMYCON AG
SMHN SUESS MICROTEC AG
FACC FACC AG
RACE FERRARI NV
RIO RIO TINTO PLC
BHP BHP GROUP LTD
PIRC PIRELLI & C. S.P.A.
JST JOST WERKE AG
AMAG AMAG AUSTRIA METALL AG
VOS VOSSLOH AG
UMI UMICORE
GEST GESTAMP AUTOMOCION S.A.
2CRSI 2CRSI SA
RBO ROCHE BOBOIS INTERNATIONAL SAS
ALCUR ARCURE SA
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
STLA STELLANTIS N.V.
FAST FASTNED
ALAFY AFYREN
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
LHYFE LHYFE S.A.
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
IOS IONOS GROUP SE
TUI TUI AG
DSFIR KONINKLIJKE DSM N.V.
R3NK RENK GROUP AG
ARVEN ARVERNE GROUP SA
ALIV SDB AUTOLIV INC.
BRE BREMBO S.P.A.
- Jerôme Bodin
- Thomas Zlowodzki
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
RNO RENAULT SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
EO FAURECIA SA
OSE OSE IMMUNOTHERAPEUTICS SA
SSAB A SSAB AB CLASS A
DAI DAIMLER AG
POM PLASTIC OMNIUM SE
SZG SALZGITTER AG
TYRES NOKIAN RENKAAT OYJ
HCO HIGHCO SA
PSM PROSIEBENSAT.1 MEDIA SE
IPH INNATE PHARMA SA CLASS A
NTG NETGEM SA
LNA LNA SANTE SA
GBT GUERBET SA
VOE VOESTALPINE AG
ALCAR CARMAT SA
ACX ACERINOX SA
TRI TRIGANO SA
FR VALEO SE
G24 SCOUT24 AG
VOW3 VOLKSWAGEN AG PREF
ERA ERAMET SA
QDT QUADIENT SA
POS PORR AG
NDA AURUBIS AG
CAI CA IMMOBILIEN ANLAGEN AG
CIE CIE AUTOMOTIVE S.A.
MONT MONTEA SCA
SLIGR SLIGRO FOOD GROUP N.V.
KTCG KAPSCH TRAFFICCOM
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
SEFER SERGEFERRARI GROUP SA
ALBFR SIDETRADE SA
FYB FORMYCON AG
SMHN SUESS MICROTEC AG
FACC FACC AG
RACE FERRARI NV
RIO RIO TINTO PLC
BHP BHP GROUP LTD
PIRC PIRELLI & C. S.P.A.
JST JOST WERKE AG
AMAG AMAG AUSTRIA METALL AG
VOS VOSSLOH AG
UMI UMICORE
GEST GESTAMP AUTOMOCION S.A.
2CRSI 2CRSI SA
RBO ROCHE BOBOIS INTERNATIONAL SAS
ALCUR ARCURE SA
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
STLA STELLANTIS N.V.
FAST FASTNED
ALAFY AFYREN
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
LHYFE LHYFE S.A.
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
IOS IONOS GROUP SE
TUI TUI AG
DSFIR KONINKLIJKE DSM N.V.
R3NK RENK GROUP AG
ARVEN ARVERNE GROUP SA
ALIV SDB AUTOLIV INC.
BRE BREMBO S.P.A.
- Philip Hettich
- Patrick Steiner
EVN EVN AG
ITP INTERPARFUMS
GXI GERRESHEIMER AG
ALTA ALTAREA SCA
EBRO EBRO FOODS SA
IMPN IMPLENIA AG
MTELEKOM MAGYAR TELEKOM TELECOMMUNICATIONS
SOC SUBSEA 7 S.A.
AIXA AIXTRON SE
TEG TAG IMMOBILIEN AG
CWC CEWE STIFTUNG & CO KGAA
ROYAL VOPAK NV
DOKA DORMAKABA HOLDING AG
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
FACC FACC AG
WLN WORLDLINE SA
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
AG1 AUTO1 GROUP
DEME DEME GROUP NV
SPM SAIPEM S.P.A.
- Patrick Steiner
EVN EVN AG
ITP INTERPARFUMS
GXI GERRESHEIMER AG
ALTA ALTAREA SCA
EBRO EBRO FOODS SA
IMPN IMPLENIA AG
MTELEKOM MAGYAR TELEKOM TELECOMMUNICATIONS
SOC SUBSEA 7 S.A.
AIXA AIXTRON SE
TEG TAG IMMOBILIEN AG
CWC CEWE STIFTUNG & CO KGAA
ROYAL VOPAK NV
DOKA DORMAKABA HOLDING AG
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
FACC FACC AG
WLN WORLDLINE SA
AG1 AUTO1 GROUP
DEME DEME GROUP NV
SPM SAIPEM S.P.A.
- Philip Hettich
- Markus Remis
- Stephane Houri
PEO BANK POLSKA KASA OPIEKI SA
TKA TELEKOM AUSTRIA AG
EBS ERSTE GROUP BANK AG
CEZ CEZ AS
UNIQA INSURANCE GROUP AG
EVN EVN AG
MMK MAYR-MELNHOF KARTON AG
ZVTG ZAVAROVALNICA TRIGLAV D.D.
CDR CD PROJEKT S.A.
OMV OMV AG
PKO PKO BANK POLSKI S.A.
KOMB KOMERCNI BANKA A.S.
VOE VOESTALPINE AG
WIZZ WIZZ AIR HOLDINGS PLC
PZU POWSZECHNY ZAKLAD UBEZPIECZEN SPOLKA AKCYJNA
VER VERBUND AG CLASS A
SPL SANTANDER BANK POLSKA SA
POS PORR AG
MIL BANK MILLENNIUM SA
LNZ LENZING AG
MTELEKOM MAGYAR TELEKOM TELECOMMUNICATIONS
ROS ROSENBAUER INTERNATIONAL AG
TPS ORANGE POLSKA S.A.
CAI CA IMMOBILIEN ANLAGEN AG
PAL PALFINGER AG
WIE WIENERBERGER AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
SEM SEMPERIT HOLDING AG
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
LPP LPP S.A.
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
UBS UBM DEVELOPMENT AG
CCC CCC SA
KTCG KAPSCH TRAFFICCOM
OTP OTP BANK NYRT
EUR EUROCASH S.A.
VIG VIENNA INSURANCE GROUP AG WIENER VERSICHERUNG GRUPPE
PYT POLYTEC HOLDING
ZAG ZUMTOBEL GROUP AG
POST OSTERREICHISCHE POST AG
ANDR ANDRITZ AG
STR STRABAG SE
POSR POZAVAROVALNICA SAVA
11B 11 BIT STUDIOS S.A.
ALR ALIOR BANK SA
FLU FLUGHAFEN WIEN AG
FACC FACC AG
BRD BRD-GROUPE SOCIETE GENERALE
TLV BANCA TRANSILVANIA S.A.
SNG SOCIETATEA NATIONALA DE GAZE NATURALE ROMGAZ SA
SNP PETROM S.A.
DIGI DIGI COMMUNICATIONS NV
MOL MOL HUNGARIAN OIL & GAS PLC CLASS A
BG BAWAG GROUP AG
IMP IMPACT DEVELOPER & CONTRACTOR S.A.
DNP DINO POLSKA S.A.
AMAG AMAG AUSTRIA METALL AG
SFG SPHERA FRANCHISE GROUP SA
AGR AGRANA BETEILIGUNGS-AG
EAT AMREST HOLDINGS SE
FQT FREQUENTIS AG WIENER
NLBR NOVA LJUBLJANSKA BANKA DD LJUBLJANA
ALG ALLEGRO.EU SA
INPST INPOST S.A.
ANR ANSWEAR.COM
ONE ONE UNITED PROPERTIES SA
ACAG AUSTRIACARD HOLDINGS AG
AMS AMS-OSRAM AG
- Bruno Cavalier
- Christophe-Raphaël Ganet
- Markus Remis
- Stephane Houri
LHA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
AAL ANGLO AMERICAN PLC
MC LVMH MOET HENNESSY LOUIS VUITTON SE
TKA TELEKOM AUSTRIA AG
RI PERNOD RICARD SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EBS ERSTE GROUP BANK AG
CEZ CEZ AS
UNIQA INSURANCE GROUP AG
EVN EVN AG
MMK MAYR-MELNHOF KARTON AG
ZVTG ZAVAROVALNICA TRIGLAV D.D.
CDR CD PROJEKT S.A.
EL ESSILORLUXOTTICA SA
OMV OMV AG
PKO PKO BANK POLSKI S.A.
KOMB KOMERCNI BANKA A.S.
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
BRBY BURBERRY GROUP PLC
KER KERING SA
VOE VOESTALPINE AG
WIZZ WIZZ AIR HOLDINGS PLC
PZU POWSZECHNY ZAKLAD UBEZPIECZEN SPOLKA AKCYJNA
BAS BASF SE
VER VERBUND AG CLASS A
EZJ EASYJET PLC
RY4C RYANAIR HOLDINGS PLC
SPL SANTANDER BANK POLSKA SA
01913 PRADA S.P.A.
POS PORR AG
MIL BANK MILLENNIUM SA
LNZ LENZING AG
MTELEKOM MAGYAR TELEKOM TELECOMMUNICATIONS
ROS ROSENBAUER INTERNATIONAL AG
TPS ORANGE POLSKA S.A.
CAI CA IMMOBILIEN ANLAGEN AG
PAL PALFINGER AG
WIE WIENERBERGER AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
SEM SEMPERIT HOLDING AG
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
LPP LPP S.A.
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
UBS UBM DEVELOPMENT AG
CCC CCC SA
KTCG KAPSCH TRAFFICCOM
MONC MONCLER SPA
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
EUR EUROCASH S.A.
VIG VIENNA INSURANCE GROUP AG WIENER VERSICHERUNG GRUPPE
PYT POLYTEC HOLDING
ZAG ZUMTOBEL GROUP AG
POST OSTERREICHISCHE POST AG
ANDR ANDRITZ AG
STR STRABAG SE
POSR POZAVAROVALNICA SAVA
11B 11 BIT STUDIOS S.A.
BC BRUNELLO CUCINELLI S.P.A.
ALR ALIOR BANK SA
CFR COMPAGNIE FINANCIERE RICHEMONT SA
FLU FLUGHAFEN WIEN AG
FACC FACC AG
CLNX CELLNEX TELECOM S.A.
BRD BRD-GROUPE SOCIETE GENERALE
TLV BANCA TRANSILVANIA S.A.
SNG SOCIETATEA NATIONALA DE GAZE NATURALE ROMGAZ SA
SNP PETROM S.A.
DIGI DIGI COMMUNICATIONS NV
MOL MOL HUNGARIAN OIL & GAS PLC CLASS A
BG BAWAG GROUP AG
IMP IMPACT DEVELOPER & CONTRACTOR S.A.
DNP DINO POLSKA S.A.
AMAG AMAG AUSTRIA METALL AG
SFG SPHERA FRANCHISE GROUP SA
AGR AGRANA BETEILIGUNGS-AG
EAT AMREST HOLDINGS SE
FQT FREQUENTIS AG WIENER
NLBR NOVA LJUBLJANSKA BANKA DD LJUBLJANA
ALG ALLEGRO.EU SA
INPST INPOST S.A.
ANR ANSWEAR.COM
ONE ONE UNITED PROPERTIES SA
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
ACAG AUSTRIACARD HOLDINGS AG
AF AIR FRANCE - KLM
AMS AMS-OSRAM AG
Raiffeisen Research Institutional Equity Daily 30.11.2022
MSCI November Index Review - Standard indices (STD) changes: DEL: Orange Polska; SmallCap indices (SC) changes: DEL: FACC, Telekom Austria; AT: Andritz - Andritz to supply equipment to Sappi in Austria (neutral) AT: OMV - Market rumors about Carlyle's interest in OMV's upstream assets (neutral) AT: Vienna Insurance Group - Hartwig Löger confirmed to become CEO (neutral) PL: LPP - CEO states company has prepared for weaker sales in coming months (negative) PL: Santander Bank Polska ...
FACC Q3 22 - Negative operating and net result despite strong top line
-EBIT of EUR -1.9 mn and net profit of EUR -9.6 mn clearly in the red -Ramp up costs in the Interior segment triggered the operating loss -High income tax payments pushed the bottom line strongly negative -FY outlook confirmed -Negative FCF increased net debt and leverage -We rate the results release as negative
Raiffeisen Research Institutional Equity Daily 09.11.2022
AT: FACC - Negative EBIT and bottom line loss in Q3 22, FY outlook confirmed (negative) AT: S IMMO - Acquiring properties in Budapest from CPI Property Group (neutral) AT: Vienna Insurance Group - Application for listing on the Budapest Stock Exchange submitted (neutral) AT: voestalpine - Q2 results live up to pre-announced indication, NWC remains cash flow burden (neutral) CEE: Banks - KBC reports lower Q3 net profit qoq in CZ, but higher in BG and HU (neutral) CZ: CTP - Q3 trends i...
KOMB KOMERCNI BANKA A.S.
VOE VOESTALPINE AG
MTELEKOM MAGYAR TELEKOM TELECOMMUNICATIONS
SPI S IMMO AG
OTP OTP BANK NYRT
VIG VIENNA INSURANCE GROUP AG WIENER VERSICHERUNG GRUPPE
FACC FACC AG
TLV BANCA TRANSILVANIA S.A.
SNP PETROM S.A.
NLBR NOVA LJUBLJANSKA BANKA DD LJUBLJANA
ADKO ADDIKO BANK
CAP ENCAVIS AG
CTPNV CTP NV
Raiffeisen Research Institutional Equity Daily 28.09.2022
AT: FACC - Changes in the management board (neutral) AT: S IMMO - Receives two awards for sustainability reporting (neutral) AT: UBM Development - Sale of joint venture project in Berlin (neutral) AT: Wienerberger - Share buyback programme completed, partial cancellation allows for more buybacks in due course (positive) PL: Banks - KNF plans to fully replace WIBOR by the beginning of 2025 (neutral) PL: mBank - Profit warning Nr. 2: Huge FX mortgage risk provision in Q3 triggering net...
Raiffeisen Research Institutional Equity Daily 09.09.2022
AT: FACC - Low Airbus aircraft deliveries in August (neutral) AT: Utilities - Former Verbund CEO calls for temporary windfall profit taxation (negative) CZ: CEZ - Czech parliament to discuss emergency energy price caps and windfall profit taxes on September 16 (negative) HR: Macro - Croatia prepares anti-inflation set of measures worth HRK 21 bn HU: MOL - The restart of the Danube refinery (neutral) PL: Banks - European Court of Justice says no replacement of unfair FX clauses possi...
Raiffeisen Research Institutional Equity Daily 17.08.2022
AT: Andritz - Andritz won massive USD 1.5 bn EPC pulp mill order from Paracel (positive) AT: FACC - Q2 22 results in line with RBI estimates; FY guidance confirmed (neutral) AT: Frequentis - H1 22 back to the usual seasonality, earnings above RBIe, book-to-bill at 0.96x (neutral) AT: Kapsch TrafficCom - Q1 22/23 a mixed bag on FX and margins (neutral) AT: S IMMO - CPI reaching 82.7% stake during acceptance period (neutral) AT: Semperit - Q2 results beat due to Industrial strength, un...
Raiffeisen Research Institutional Equity Daily 09.08.2022
AT: FACC - Airbus delivered less planes in July (negative) AT: FACC - Boeing gets green light to again hand over 787 Dreamliners (positive) AT: S IMMO - Bonds in the amount of EUR 105 mn called as a result of change of control (neutral) CZ: CEZ - Q2 results below expectation on reversal of Q1 trading gains, FY 22 guidance increase again by 15% on EBITDA (neutral) HR: Valamar Riviera - Proposal on dividend payout (positive) PL: PKO - CEO Iwona Duda reportedly to resign today (negative...
Raiffeisen Research Institutional Equity Daily 02.08.2022
AT: AT&S - Q1 22/23 almost lives up to RBIe, beats consensus on USD effects, guidance confirmed (positive) AT: FACC - Boeing close to re-start 787 production (positive) AT: Oesterreichische Post - Retail chains dicontinue or cut flyer advertising (negative) AT: Palfinger - Transfer of 7.52%own shares from Sany completed (neutral) AT: Raiffeisen Bank International - Q2 22 consolidated net profit of EUR 1,270 mn significantly ahead of consensus on better top line and FX effect / raised R...
Raiffeisen Research Institutional Equity Daily 28.07.2022
AT: AMAG - Q2 figures meet forecasts, sustained cash drain from NWC, more optimistic EBITDA guidance of EUR 220-250 mn (positive) AT: FACC - Airbus revises production forecasts (negative) AT: OMV - Better than expected 2Q clean earnings, strong operating CF generation, positive 2H 22 outlook (positive) AT: Verbund - Q2 22 results below expectations on trading position valuation, FY guidance range slighty up (neutral) CZ: Moneta Money Bank - Q2 22 net profit of CZK 1.58 bn modestly ahea...
VER VERBUND AG CLASS A
BWB BAADER BANK AG
TPS ORANGE POLSKA S.A.
FACC FACC AG
SAN BANCO SANTANDER S.A.
MONET MONETA MONEY BANK AS
SNP PETROM S.A.
DIGI DIGI COMMUNICATIONS NV
AMAG AMAG AUSTRIA METALL AG
FP S.C. FONDUL PROPRIETATEA S.A.
ADRS2-R-A ADRIS GRUPA D.D. PFD.
ONE ONE UNITED PROPERTIES SA
CZA COAL OF AFRICA LTD
Raiffeisen Research Institutional Equity Daily 19.07.2022
AT: FACC - Order for the supply of key parts for urban air mobility aircraft (positive) HU: OTP - Closing of Albanian acquisition (neutral) PL: Dino - Dino to issue PLN 170 mn in 4Y bonds (neutral) PL: Lotos, PKN - EC cleared the acquisition of Lotos Paliwa by MOL (neutral)
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