reports
- Carole Braudeau
Credit Morning 04/30/2024
Iliad Holding plans to issue new bonds to fund the investment in Tele2 and a tender on Iliad Holding 2026 notesIsabel Marant: well preserved liquidity but further deep fall in the wholesale order bookVerisure markets new bonds with two special covenants linked to a potential IPOBUT/Mobilux: new bond offering with the inclusion of Conforama into the scope>...
- Carole Braudeau
Morning Crédit 30/04/2024
Isabel Marant : liquidité supérieure aux attentes mais nouvelle chute du carnet de commandesBUT/Mobilux : Nouvelle émission obligataire avec intégration de Conforama dans le périmètreIliad Holding compte émettre des de nouvelles obligations pour financer l’investissement dans Tele2 et un tender sur la souche Iliad Holding 2026Verisure commercialise des nouvelles obligations avec deux covenants spéciaux liés à une potentielle IPO>...
- Javier Esteban
- Javier Esteban
SANTANDER: 1Q’24 RESULTS (ANÁLISIS BANCO SABADELL)
1Q'24 vs. 1Q'23: NII: € 11.983 Bn (+17.7% vs. +11.5% BS(e) and +12.6% consensus); Total Revenues: € 15.380 Bn (+10.4% vs. +8.4% BS(e) and +8.5% consensus); Operating Income: € 8.833 Bn (+13.4% vs. +10.5% BS(e) and +10.8% consensus); Net Profit: € 2.852 Bn (+10.9% vs. +12.2% BS(e) and 12.3% consensus). 1Q'24 vs. 4Q'23: NII: € 11.983 Bn (+7.7% vs. +2.1% BS(e) and +3.1% consensus); Total Revenues: € 15.380 Bn (+5.7% vs. +3.8% BS(e) and +3.9% consensus); Operating Income: € 8.833 Bn (+9.2% vs. +6.4...
- 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...
- Javier Esteban
SANTANDER: RDOS. 1T’24 (ANÁLISIS BANCO SABADELL)
Rdos. 1T'24 vs 1T'23: M. Intereses: 11.983 M euros (+17,7% vs +11,5% BS(e) y +12,6% consenso); M. Bruto: 15.380 M euros (+10,4% vs +8,4% BS(e) y +8,5% consenso); M. Neto: 8.833 M euros (+13,4% vs +10,5% BS(e) y +10,8% consenso); BDI: 2.852 M euros (+10,9% vs +12,2% BS(e) y 12,3% consenso). Rdos. 1T'24 vs 4T'23: M. Intereses: 11.983 M euros (+7,7% vs +2,1% BS(e) y +3,1% consenso); M. Bruto: 15.380 M euros (+5,7% vs +3,8% BS(e) y +3,9% consenso); M. Neto: 8.833M euros (+9,2% vs +6,4% BS(e) y +6,7...
- Research Department
IBERIAN DAILY 30 APRIL + 1Q’24 RESULTS. HIGHLIGHTS AND REST OF PREVIEW...
NEWS SUMMARY: CAIXABANK, SANTANDER. At the end of today’s report, and during the entire results season, we will include a presentation with positive and negative results highlights and previews for the 1Q’24 results to be released over the coming days in Spain. The Ibex is far from highs European stock exchanges kicked off the Fed’s week (Wednesday) with slight corrections and with sovereign yields tightening. Within the STOXX 600 sectors, Basic Resources and Real Estate saw the biggest gains...
- Research Department
INFORME DIARIO 30 ABRIL + RDOS. ESPAÑA Y EUROPA 1T’24. IDEAS DESTACADA...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CAIXABANK, SANTANDER. EUROPA: ADIDAS, MERCEDES BENZ GROUP, VINCI. Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 1T’24 que se publicarán en España y Europa en los próximos días. El Ibex se aleja de máximos Las bolsas europeas comenzaron la semana de la Fed (miércoles) con ligeras pérdidas y caídas de las re...
- 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...
- Gabor Bukta
- Szabolcs Pal
CEE Banks – Great opportunities with different risk profiles
The CEE region is expected to deliver a moderate rebound of GDP growth in 2024,following the preceding year’s weak growth, fuelling expectations of sustainable profits inthe banking sector. Inflation is seen to be twin faced in our region, similar to most of the coreeconomies. Even with a diminished potential for much intra-year improvement of the inflationpath in 2024, this inflation provides several CEE central banks more room to cut policy ratesthis year. Lower interest rates are expected to ...
- Research Team
WOOD Daily: JMT PL; CAR PW; MBR PW; SHO PW; TL Macro; UZ Macro; PL Ban...
HEADLINES: • Jeronimo Martins: small beat in 1Q24 NEUTRAL • Inter Cars: 4Q23 net profit in line with prelims, a miss vs. our initial forecasts due to lower gross margin NEUTRAL • Mo-BRUK: 4Q23 earnings call takeaways – supportive 2024E outlook POSITIVE • Shoper: earnings call takeaways – strong April, optimistic on 2024E outlook POSITIVE • Türkiye macro: MPC takes a pause, but hiking cycle not over yet • Uzbekistan macro: CBU keeps rates on hold • Polish banks: Polish Supreme Court reconfirms th...
- 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...
TPS ORANGE POLSKA S.A.
ASELS ASELSAN ELEKTRONIK SANAYI VE TICARET A.S. CLASS B
CCC CCC SA
11B 11 BIT STUDIOS S.A.
ALR ALIOR BANK SA
VGO VIGO SYSTEM SA
MONET MONETA MONEY BANK AS
EAT AMREST HOLDINGS SE
TEN TEN SQUARE GAMES
INPST INPOST S.A.
SHO SHOPER SA
BOROUGE BOROUGE
AIRA AIR ASTANA JSC
EQS-News: Baader Bank reports excellent results in first quarter of 20...
EQS-News: Baader Bank AG / Key word(s): Quarter Results Baader Bank reports excellent results in first quarter of 2024 25.04.2024 / 07:30 CET/CEST The issuer is solely responsible for the content of this announcement. Baader Bank reports excellent results in first quarter of 2024All data is based on provisional and unaudited consolidated figures. In the first quarter of the current financial year, Baader Bank generated earnings before tax of EUR 9.9 million and a consolidated return on equity after tax of 10.4 %. Total revenue amounted to EUR 62.2 million in the firs...
EQS-News: Baader Bank mit sehr gutem Ergebnis im ersten Quartal 2024
EQS-News: Baader Bank AG / Schlagwort(e): Quartalsergebnis Baader Bank mit sehr gutem Ergebnis im ersten Quartal 2024 25.04.2024 / 07:30 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Baader Bank mit sehr gutem Ergebnis im ersten Quartal 2024Alle Angaben sind vorläufige und ungeprüfte Konzernzahlen Die Baader Bank erzielt im 1. Quartal des laufenden Geschäftsjahres ein Ergebnis vor Steuern in Höhe von EUR 9,9 Mio. und eine Eigenkapitalrendite nach Steuern von 10,4 % im Konzern. Die Gesamterträge liegen bei EUR 62,2 Mio. im 1. Quar...
EQS-News: ANDRITZ meldet stabile Ergebnisse für das 1. Quartal 2024
EQS-News: Andritz AG / Schlagwort(e): Quartalsergebnis ANDRITZ meldet stabile Ergebnisse für das 1. Quartal 2024 25.04.2024 / 07:30 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. GRAZ, 25. April 2024. Der internationale Technologiekonzern ANDRITZ verzeichnete im 1. Quartal 2024 eine zufriedenstellende Geschäftsentwicklung. Der Umsatz ging leicht zurück, doch die Rentabilität blieb stabil und das Konzernergebnis stieg im Vergleich zum 1. Quartal 2023 leicht an. Während der Auftragseingang insgesamt unter dem hohen Niveau des Vorjahre...
EQS-News: ANDRITZ reports stable results for the first quarter of 2024
EQS-News: Andritz AG / Key word(s): Quarter Results ANDRITZ reports stable results for the first quarter of 2024 25.04.2024 / 07:30 CET/CEST The issuer is solely responsible for the content of this announcement. GRAZ, APRIL 25, 2024. International technology group ANDRITZ saw a satisfactory business development in the first quarter of 2024. The revenue decreased slightly, but profitability remained stable and net income increased slightly compared to the first quarter of 2023. While total order intake declined from the high level of the previous year, orders for green te...
EQS-News: AMAG Austria Metall AG: Challenging environment influences q...
EQS-News: AMAG Austria Metall AG / Key word(s): Quarter Results AMAG Austria Metall AG: Challenging environment influences quarterly result 24.04.2024 / 07:20 CET/CEST The issuer is solely responsible for the content of this announcement. Ranshofen, April 24, 2024 AMAG Austria Metall AG: Challenging environment influences quarterly result Quarterly performance influenced by lower aluminium price and lower shipment volumes due to partly subdued incoming orders in Q4/2023 Revenue of EUR 335.8 million below the previous year's level due to price and volume factors (Q1/...
EQS-News: AMAG Austria Metall AG: Herausforderndes Umfeld beeinflusst ...
EQS-News: AMAG Austria Metall AG / Schlagwort(e): Quartalsergebnis AMAG Austria Metall AG: Herausforderndes Umfeld beeinflusst Quartalsergebnis 24.04.2024 / 07:20 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Ranshofen, 24. April 2024 AMAG Austria Metall AG: Herausforderndes Umfeld beeinflusst Quartalsergebnis Quartalsentwicklung beeinflusst von niedrigerem Aluminiumpreis und geringerer Absatzmenge infolge der teils verhaltenen Auftragseingänge in Q4/2023 Umsatzerlöse mit 335,8 Mio. EUR preis- und mengenbedingt unter dem Vorja...
- Research Team
WOOD Daily: KSPI LI; KRU PW; TUPRS TI; TL Banks; SIPCHEM AB; JMT PL; E...
HEADLINES: • Kaspi.kz: 1Q24 highlights Kruk: buys more portfolios in Italy • Tupras: launches USD 256m propylene investment NEUTRAL • Turkish banks: coverage UNDER REVIEW • Sipchem: 1Q24E results preview (due on 25 April) NEUTRAL • Jeronimo Martins: 1Q24E results preview – 11% yoy EBITDA growth expected (due on 26 April, before the open) • Erste Bank: 1Q24E preview (due on 30 April) • BRD-GSG: 1Q24E preview (due on 2 May) NEUTRAL • PKO BP: 1Q24E preview (due on 9 May) • Banca Transilvania: 1Q24E...
KRU KRUK S.A.
EBS ERSTE GROUP BANK AG
CDR CD PROJEKT S.A.
PKO PKO BANK POLSKI S.A.
MIL BANK MILLENNIUM SA
2310 SAHARA INTERNATIONAL PETROCHEMICAL COMPANY
TUPRS TURKIYE PETROL RAFINERILERI A.S.
BRD BRD-GROUPE SOCIETE GENERALE
TLV BANCA TRANSILVANIA S.A.
TEN TEN SQUARE GAMES
KSPI KASPI KZ
HUGE HUUUGE
EQS-News: A1 Group: Ergebnis Q1 2024
EQS-News: Telekom Austria AG / Schlagwort(e): Quartalsergebnis/Quartalsergebnis A1 Group: Ergebnis Q1 2024 16.04.2024 / 19:05 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Telekom Austria: Die A1 Group verlautbart das Ergebnis für Q1 2024. Relevante Unterlagen zu den Ergebnissen finden Sie unter folgendem Link: Weitere Informationen finden Sie auf der Website: Highlights Q1 2024 Q1 2024: Die Gesamtumsätze stiegen um 0,7%, getrieben vor allem durch das Wachstum der Erlöse aus Dienstleistungen (+3,1% yoy) in lokaler Währung in...
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