reports
Changes to the Agenda and Draft Resolutions of the Annual General Meet...
Changes to the Agenda and Draft Resolutions of the Annual General Meeting of AS Ekspress Grupp on 23 May 2025 On 29 April 2025, AS Ekspress Grupp published a convening the Annual General Meeting. Due to the of the Chairman of the Supervisory Board, the agenda for the General Meeting scheduled for 23 May 2025 have been amended. On 12 May 2025, shareholders Hans Luik and OÜ HHL Rühm submitted additional draft resolutions pursuant to Section 2931 (4) of the Estonian Commercial Code regarding agenda items 3 (election of a member of the Supervisory Board), 4 (remuneration of the members of the...
Muudatused ASi Ekspress Grupp 23.05.2025 üldkoosoleku päevakorras ja o...
Muudatused ASi Ekspress Grupp 23.05.2025 üldkoosoleku päevakorras ja otsuste eelnõudes 29. aprillil 2025 avaldas AS Ekspress Grupp korralise üldkoosoleku kokkukutsumise . ASi Ekspress Grupp nõukogu esimehe tõttu muutub 23. mail 2025 toimuva üldkoosoleku päevakord. 12. mail 2025. aastal esitasid aktsionärid Hans Luik ja OÜ HHL Rühm ÄS § 2931 lg 4 alusel täiendavad otsuse eelnõud 23. mail 2023. aastal toimuva korralise üldkoosoleku päevakorrapunktide 3 (nõukogu liikme valimine), 4 (nõukogu liikmete tasustamine) ja 5 (nõukogu liikme tagasikutsumine) kohta. Eelnevast lähtuvalt toimub 23. mai...
- Research Team
WOOD Daily: MIL PW; JAHEZ AB; CCC PW; APR PW; CAR PW; RICHT HB; FROTO ...
HEADLINES: • Bank Millennium: solid, but neutral, set of 1Q25 results; FX mortgage saga still eating material part of profits • Jahez: mixed 1Q25 results, affected by seasonality and intensified competition NEGATIVE • CCC: preliminary 1Q25 EBITDA beats expectations by 2-8%, on FX differences NEUTRAL • Auto Partner: April sales growth slows down to 5% yoy NEGATIVE • Inter Cars: April sales growth decelerates to 6% yoy NEGATIVE • Richter: Trump promises 30-80% cuts in US drug prices NEGATIVE • For...
MIL BANK MILLENNIUM SA
CCC CCC SA
APR AUTO PARTNER SA
CAR INTER CARS S.A.
FROTO FORD OTOMOTIV SANAYI A.S.
GPW WARSAW STOCK EXCHANGE
TLV BANCA TRANSILVANIA S.A.
RICHT RICHTER
SFG SPHERA FRANCHISE GROUP SA
R22 R22
VRC VERCOM SA
GPP GRUPA PRACUJ DA
2381 ARABIAN DRILLING CO.
9526 JAHEZ INTERNATIONAL CO
- Clement Genelot
Jeronimo Martins: rerating not over yet with better margin prospects
Following a strong Q1, we see several positive signs around a price war easing in Poland and have increased our Polish EBITDA and our PT from EUR21 to EUR25. In line with our January 2025 upgrade to Buy, we continue to see a rerating path to >20x P/E, which is the normalised level in no Polish c
- Martin Marandon-Carlhian
- Stephane Houri
IFX INFINEON TECHNOLOGIES AG
LR LEGRAND
VIE VEOLIA ENVIRONNEMENT SA
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
JMT JERONIMO MARTINS SGPS S.A.
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
G1A GEA GROUP AG
APAML APERAM SA
PUM PUMA SE
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
ADEN ADECCO GROUP AG
RHM RHEINMETALL AG
SZG SALZGITTER AG
VOE VOESTALPINE AG
ACX ACERINOX SA
ELE ENDESA S.A.
ORSTED ORSTED
FRE FRESENIUS SE & CO. KGAA
HEI HEIDELBERGCEMENT AG
ERA ERAMET SA
NDA AURUBIS AG
ARCAD ARCADIS NV
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
EDW EDP RENOVAVEIS SA
TIT TELECOM ITALIA S.P.A.
POST OSTERREICHISCHE POST AG
PRY PRYSMIAN S.P.A.
ABI ANHEUSER-BUSCH INBEV SA/NV
RIO RIO TINTO PLC
BHP BHP GROUP LTD
ARGX ARGEN-X SE
AMAG AMAG AUSTRIA METALL AG
KBX KNORR-BREMSE AG
IHG INTERCONTINENTAL HOTELS GROUP PLC
NEXI NEXI S.P.A.
ENR SIEMENS ENERGY AG
CTPNV CTP NV
ARM ARM HOLDINGS PLC
QGEN QIAGEN N.V.
- Martin Marandon-Carlhian
- Stephane Houri
IFX INFINEON TECHNOLOGIES AG
LR LEGRAND
VIE VEOLIA ENVIRONNEMENT SA
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
JMT JERONIMO MARTINS SGPS S.A.
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
G1A GEA GROUP AG
APAML APERAM SA
PUM PUMA SE
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
ADEN ADECCO GROUP AG
RHM RHEINMETALL AG
SZG SALZGITTER AG
VOE VOESTALPINE AG
ACX ACERINOX SA
ELE ENDESA S.A.
ORSTED ORSTED
FRE FRESENIUS SE & CO. KGAA
HEI HEIDELBERGCEMENT AG
ERA ERAMET SA
NDA AURUBIS AG
ARCAD ARCADIS NV
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
EDW EDP RENOVAVEIS SA
TIT TELECOM ITALIA S.P.A.
PRY PRYSMIAN S.P.A.
ABI ANHEUSER-BUSCH INBEV SA/NV
RIO RIO TINTO PLC
BHP BHP GROUP LTD
ARGX ARGEN-X SE
AMAG AMAG AUSTRIA METALL AG
KBX KNORR-BREMSE AG
IHG INTERCONTINENTAL HOTELS GROUP PLC
NEXI NEXI S.P.A.
ENR SIEMENS ENERGY AG
CTPNV CTP NV
ARM ARM HOLDINGS PLC
QGEN QIAGEN N.V.
Change in the Supervisory Board of AS Ekspress Grupp
Change in the Supervisory Board of AS Ekspress Grupp The Chairman of the Supervisory Board of AS Ekspress Grupp Priit Rohumaa submitted his resignation as a member of the Supervisory Board and Audit Committee of AS Ekspress Grupp. The Supervisory Board of AS Ekspress Grupp will continue with three members: Hans H. Luik, Sami Seppänen and Triin Hertmann. The new Chairman of the Supervisory Board and the member of the Audit Committee will be elected on the next ordinary board meeting. Hans H. LuikMember of the Supervisory Board AS Ekspress Grupp is the leading Baltic media group whose key...
Muudatus ASi Ekspress Grupp nõukogus
Muudatus ASi Ekspress Grupp nõukogus ASi Ekspress Grupp nõukogu esimees Priit Rohumaa esitas tagasiastumisavalduse Ekspress Grupi nõukogu liikme ja auditikomitee liikme kohalt. Ekspress Grupi nõukogu jätkab kolmeliikmelises koosseisus: Hans H. Luik, Sami Seppänen ja Triin Hertmann. Uus nõukogu esimees ja auditikomitee liige valitakse järgmisel korralisel nõukogu koosolekul. Hans H. LuikNõukogu liige AS Ekspress Grupp on Baltimaade juhtiv meediakontsern, mille tegevus hõlmab veebimeedia sisutootmist ning ajalehtede, ajakirjade ja raamatute kirjastamist. Samuti haldab kontsern elektrooni...
- Research Team
WOOD Daily: ING PW; JMT PL; BHW PW; BDX PW; MGROS TI; TBCG LN; CGEO LN...
HEADLINES: • ING BSK: 1Q25 results in line with expectations and our annual 2025E expectations NEUTRAL • Jeronimo Martins: beat in 1Q25; Biedronka margin stabilised, despite adverse calendar effect; FY25E guidance maintained POSITIVE • Bank Handlowy: dull 1Q25 results; dividend recommendation due later in May; uncertainty over impact of sale of retail operations persisting NEUTRAL • Budimex: 1Q25 EBITDA misses forecast slightly, backlog down marginally qoq, but rising amount of pending contracts...
MOL MOL NYRT
BHW BANK HANDLOWY W WARSZAWIE S.A.
BSK ING BANK SLASKI S.A.
BDX BUDIMEX S.A.
BFT BENEFIT SYSTEMS S.A. ALLOTMENT
MGROS MIGROS TICARET A.S
APR AUTO PARTNER SA
TBCB TBC BANK JOINT STOCK CO
CAR INTER CARS S.A.
BELA JUMBO S.A.
CGEO GEORGIA CAPITAL
ALG ALLEGRO.EU SA
CTPNV CTP NV
KLKIM KALEKIM KIMYEVI MADDELER SANAYI VE TICARET AS
ADNOCDRILL ADNOC DRILLING CO
DSPW DOOSAN SKODA POWER A.S.
DIAG DIAGNOSTYKA SA
- Juan Ros-Padilla
Delfi Lithuania changes company structure
Delfi Lithuania changes company structure UAB Delfi, a 100% subsidiary of AS Ekspress Grupp, is finalising the agreement signed in December 2024 by merging with its subsidiary, UAB Kenton Baltic, which specialises in organising conferences. The objective of this restructuring is to enhance management efficiency and transparency. The merger will have no impact on the consolidated profit, assets, or liabilities of the AS Ekspress Grupp group. Lili KirikalCFOAS Ekspress Grupp Email: AS Ekspress Grupp is the leading Baltic media group whose key activities include web media content produc...
Leedu Delfi muudab ettevõtte struktuuri
Leedu Delfi muudab ettevõtte struktuuri ASi Ekspress Grupp 100%-line tütarettevõte UAB Delfi Leedus viib lõpule 2024. aasta detsembris sõlmitud ja ühendab endaga konverentside korraldamisega tegeleva tütarettevõtte UAB Kenton Baltic. Muudatuse eesmärk on suurendada juhtimise efektiivsust ja läbipaistvust. Ühinemisel ei ole mõju ASi Ekspress Grupp kontserni konsolideeritud kasumile, varadele ega kohustustele. Lili KirikalCFOAS Ekspress Grupp E-kiri: AS Ekspress Grupp on Baltimaade juhtiv meediakontsern, mille tegevus hõlmab veebimeedia sisutootmist ning ajalehtede, ajakirjade ja raam...
- Stamatios Draziotis CFA
Jumbo | Jumbonomics v2025: from soft landing to margin tailwinds
FY24 as resilient as could be given multiple headwinds… – 2024 left us with mixed feelings, with Jumbo delivering just 4% adj. EBITDA and c3% adj. EPS growth on 6.3% sales growth, due to mild gross margin compression and cost deleveraging from new capacity (c0.7pps increase in opex/sales). That said, the actual performance eclipsed the overly cautious message echoed by mgt last summer (flat net income), validating the resilience of the business model. FCF was weaker than our expectation due to ...
- Stamatios Draziotis CFA
Jumbo | Jumbonomics v2025: from soft landing to margin tailwinds
FY24 as resilient as could be given multiple headwinds… – 2024 left us with mixed feelings, with Jumbo delivering just 4% adj. EBITDA and c3% adj. EPS growth on 6.3% sales growth, due to mild gross margin compression and cost deleveraging from new capacity (c0.7pps increase in opex/sales). That said, the actual performance eclipsed the overly cautious message echoed by mgt last summer (flat net income), validating the resilience of the business model. FCF was weaker than our expectation due to ...
- Research Team
The Rear-View Mirror – EME markets: EME indices mostly in the red in A...
EME Equity Market – April 2025 EME indices mostly in the red in April, Hungarian BUX and Greek ASE the exceptions. The MSCI EM Europe Index declined by 2.0% mom in EUR terms, but was up 2.9% mom in USD terms in April. The Hungarian BUX was the best performer, followed by the Greek ASE index (+3.5% and 0.8% mom in EUR terms, respectively). There was a slight decline in the Polish WIG20, and more pronounced deteriorations in the Romanian BET and Czech PX indices (-0.6%, -2.0% and -4.2% mom in EUR ...
PEO BANK POLSKA KASA OPIEKI SA
JMT JERONIMO MARTINS SGPS S.A.
OPAP GREEK ORGANISATION OF FOOTBALL PROGNOSTICS SA
KRU KRUK S.A.
MOL MOL NYRT
EBS ERSTE GROUP BANK AG
CEZ CEZ AS
KRKG KRKA D.D.
YKBNK YAPI VE KREDI BANKASI A.S.
OMV OMV AG
ISCTR TURKIYE IS BANKASI ANONIM SIRKETI CLASS C
KOMB KOMERCNI BANKA A.S.
TITK TITAN CEMENT CO. SA
SPL SANTANDER BANK POLSKA SA
MIL BANK MILLENNIUM SA
BDX BUDIMEX S.A.
GEKTERNA GEK TERNA
MTELEKOM MAGYAR TELEKOM TELECOMMUNICATIONS
KTY GRUPA KETY SA
DOC DO & CO AKTIENGESELLSCHAFT
TPS ORANGE POLSKA S.A.
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
MYTIL MYTILINEOS S.A.
LPP LPP S.A.
AKBNK AKBANK TAS
AKCNS AKCANSA CIMENTO
ASELS ASELSAN ELEKTRONIK SANAYI VE TICARET A.S. CLASS B
CIMSA CIMENTO SANYAI VE TICARET A.S.
CCC CCC SA
AEGN AEGEAN AIRLINES SA
ENA ENEA S.A.
BFT BENEFIT SYSTEMS S.A. ALLOTMENT
PGE PGE POLSKA GRUPA ENERGETYCZNA S.A.
TKNSA TEKNOSA IC VE DIS TICARET AS
PGSUS.E PEGASUS HAVA TASIMACILIGI AS
APR AUTO PARTNER SA
LVC LIVECHAT SOFTWARE SA
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.
OTKAR OTOKAR OTOMOTIV VE SAVUNMA SANAYI A.S.
THYAO TURK HAVA YOLLARI A.O.
TUPRS TURKIYE PETROL RAFINERILERI A.S.
CPS CYFROWY POLSAT SA
MBR MO-BRUK S.A.
GPW WARSAW STOCK EXCHANGE
11B 11 BIT STUDIOS S.A.
TPE TAURON POLSKA ENERGIA S.A.
ALR ALIOR BANK SA
OTOEL AUTOHELLAS S.A.
VGO VIGO SYSTEM SA
WPL WIRTUALNA POLSKA HOLDING SA
SAB1L SIAULIU BANKAS
BRD BRD-GROUPE SOCIETE GENERALE
TLV BANCA TRANSILVANIA S.A.
MONET MONETA MONEY BANK AS
H4L1 HALYK SAVINGS BANK OF KAZAKHSTAN GDR
SNP PETROM S.A.
TOFAS TOFAS TURK OTOMOBIL FABRIKASI A.S.
DNP DINO POLSKA S.A.
RICHT RICHTER
MAVI MAVI GIYIM SANAYI VE TICARET A.S.
MCOV B MEDICOVER AB
KAP NATIONAL ATOMIC COMPANY KAZATOMPROM
TEN TEN SQUARE GAMES
CZG CESKA ZBROJOVKA GROUP
INPST INPOST S.A.
PCF PCF GROUP SA
HUGE HUUUGE
7202 ARABIAN INTERNET & COMMUNICATIONS SERVICES CO
4071 ARABIAN CONTRACTING SERVICES CO
BOROUGE BOROUGE
7203 ELM CO
TRESTATES TRADE ESTATES REIC SA
THEON THEON INTERNATIONAL PLC
GEV GEVORKYAN A.S.
BOCHGR BANK OF CYPRUS
DSPW DOOSAN SKODA POWER A.S.
DIAG DIAGNOSTYKA SA
- Wedbush Research
XNCR XENCOR INC.
XENE XENON PHARMACEUTICALS INC
WDC WESTERN DIGITAL CORPORATION
VYGR VOYAGER THERAPEUTICS INC.
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
RARE ULTRAGENYX PHARMACEUTICAL INC.
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NVCR NOVOCURE LTD.
NTAP NETAPP INC.
NBIX NEUROCRINE BIOSCIENCES INC.
MU MICRON TECHNOLOGY INC.
KURA KURA ONCOLOGY INC.
INTC INTEL CORPORATION
WELL WELLTOWER INC.
GME GAMESTOP CORP. CLASS A
GERN GERON CORP.
FB FACEBOOK INC. CLASS A
FATE FATE THERAPEUTICS INC
CTMX CYTOMX THERAPEUTICS INC.
BPMC BLUEPRINT MEDICINES CORP.
BMRN BIOMARIN PHARMACEUTICAL INC.
BIIB BIOGEN INC.
ASND ASCENDIS PHARMA A/S SPONSORED ADR
ARDX ARDELYX INC
CDR CD PROJEKT S.A.
FRX_CN FENNEC PHARMACEUTICALS
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
EA ELECTRONIC ARTS INC.
ANAB ANAPTYSBIO INC.
ARGX ARGENX ADS
MRSN MERSANA THERAPEUTICS
VTR VENTAS INC.
ISR ISORAY
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
APLS APELLIS PHARMACEUTICALS
DNLI DENALI THERAPEUTICS INC
RCUS ARCUS BIOSCIENCES
SRRK SCHOLAR ROCK HOLDING CORPORATION
KNSA KINIKSA PHARMACEUTICALS
REPL REPLIMUNE GROUP
ARVN ARVINAS HOLDING
YMAB Y-MABS THERAPEUTICS
STRO SUTRO BIOPHARMA
DELL DELL TECHNOLOGIES INC CLASS C
STOK STOKE THERAPEUTICS
IGMS IGM BIOSCIENCES
SWTX SPRINGWORKS THERAPEUTICS
SMCI SUPER MICRO COMPUTER
IDYA INC.
PASG IDEAYA BIOSCIENCES
BDTX PASSAGE BIO
ACET BLACK DIAMOND THERAPEUTICS
KROS ADICET BIO INC
ITOS KEROS THERAPEUTICS
ZNTL ITEOS THERAPEUTICS
LRMR ZENTALIS PHARMACEUTICALS
PRAX LARIMAR THERAPEUTICS INC
U PRAXIS PRECISION MEDICINES
TVTX UNITY SOFTWARE
VRDN TRAVERE THERAPEUTICS INC
DAWN VIRIDIAN THERAPEUTICS INC
ELEV DAY ONE BIOPHARMACEUTICALS INC
MRVL ELEVATION ONCOLOGY
STX MARVELL TECHNOLOGY INC
APP SEAGATE TECHNOLOGY HLDGS PLC
ATXS APPLOVIN CORP
GFS ASTRIA THERAPEUTICS INC
GMTX GLOBALFOUNDRIES INC
VIGL GEMINI THERAPEUTICS INC
TYRA VIGIL NEUROSCIENCE INC
EWTX TYRA BIOSCIENCES INC
DDI EDGEWISE THERAPEUTICS INC
APGE DOUBLEDOWN INTERACTIVE CO LTD
SKLZ APOGEE THERAPEUTICS INC
EMBRAC B SKILLZ INC
MXL-US EMBRACER GROUP AB
MAXLINEAR
INC.
AS Ekspress Grupp: Consolidated unaudited interim report for Q1 of 202...
AS Ekspress Grupp: Consolidated unaudited interim report for Q1 of 2025 The revenue of AS Ekspress Grupp for the 1st quarter of 2025 increased by 5% year-over-year to EUR 17.0 million. However, EBITDA decreased by EUR 0.2 million. Digital revenue also increased by 5% and the share of digital revenue remained at 84% of the Group’s total revenue in the first quarter. As expected, the Group's first quarter’s results were most affected by the expected seasonality, due to which the company's profitability is under the greatest pressure in the 1st quarter each year. In addition, lower demand du...
AS Ekspress Grupp: 2025.aasta I kvartali konsolideeritud auditeerimata...
AS Ekspress Grupp: 2025.aasta I kvartali konsolideeritud auditeerimata vahearuanne Ekspress Grupi 2025. aasta I kvartali müügitulu kasvas aastases võrdluses 5%, ulatudes 17,0 miljoni euroni. Samas EBITDA vähenes 0,2 miljoni euro võrra. Digitaalsed tulud kasvasid samuti 5% ja digitaalsete tulude osakaal säilitas I kvartalis 84% taseme kontserni kogukäibest. Kontserni I kvartali tulemusi mõjutas enim ootuspärane sesoonsus, mille tulemusena on ettevõtte kasumlikkus igal aastal I kvartalis suurima surve all. Lisaks andis I kvartali reklaamituludes tunda Baltimaade nõrgast majanduskeskkonnast ...
- Research Team
WOOD Daily: THEON NA; KRU PW; SAB1L LH; MCOVB SS; OTKAR TI; TOASO TI; ...
HEADLINES: • Theon International: 1Q25 trading update – strong execution, rich options POSITIVE • Kruk: 1Q25 results, beat driven by Wonga, debt purchased segment in line, but slowing growth dynamics NEUTRAL • Siauliu Bankas: rather weak 1Q25, but maintained outlook should provide some support NEGATIVE • Medicover: 1Q25 beat on admin costs and other financial income POSITIVE • Otokar: 1Q25 results – continuing losses on the operating and bottom lines • Tofas: weak set of results in 1Q25, as anti...
KRU KRUK S.A.
EBS ERSTE GROUP BANK AG
CDR CD PROJEKT S.A.
MYTIL MYTILINEOS S.A.
ASELS ASELSAN ELEKTRONIK SANAYI VE TICARET A.S. CLASS B
OTKAR OTOKAR OTOMOTIV VE SAVUNMA SANAYI A.S.
THYAO TURK HAVA YOLLARI A.O.
TUPRS TURKIYE PETROL RAFINERILERI A.S.
GPW WARSAW STOCK EXCHANGE
11B 11 BIT STUDIOS S.A.
BELA JUMBO S.A.
SAB1L SIAULIU BANKAS
SNP PETROM S.A.
TOFAS TOFAS TURK OTOMOBIL FABRIKASI A.S.
MAVI MAVI GIYIM SANAYI VE TICARET A.S.
MCOV B MEDICOVER AB
TEN TEN SQUARE GAMES
HUGE HUUUGE
THEON THEON INTERNATIONAL PLC
Notice on convening an Annual General Meeting of Shareholders
Notice on convening an Annual General Meeting of Shareholders Notice is hereby given that the Management Board of AS Ekspress Grupp (registry code 10004677, official address Narva mnt 13, 10151 Tallinn) convenes the Annual General Meeting of Shareholders (the “Meeting”), which will be held on 23 May 2025 at 10:00 at the seat of AS Ekspress Grupp, in the city of Tallinn, Narva mnt 13, 4th floor. The registration of participants in the Meeting will commence at 9:30 at the location of the Meeting. The circle of shareholders entitled to attend the Meeting will be determined seven days prior to...
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