reports
- Research Team
WOOD Daily: CAR PW; 11B PW; OPL PW; CBF PW; DOC AV; TXT PW
HEADLINES: • Inter Cars: May sales growth accelerates to 13% yoy POSITIVE • 11 bit studios: Steam demo of Moonlighter 2 attracted limited interest and disappointing reviews NEGATIVE • Orange Polska: increases prices for its Nju mobile post-paid tariffs POSITIVE • cyber_Folks: acquires Romanian hosting company Hosterion for EUR 6.7m NEUTRAL • DO & CO: 4Q FY25E preview - 7% EBITDA growth yoy (due on 12 June) • Text: 4Q24-25E preview – 10% yoy EBITDA increase expected (due on 27 June)
- Research Team
The Rear-View Mirror – EME markets: EME indices mostly in the green in...
EME Equity Market – May 2025 EME indices mostly in the green in May, apart from Türkiye. The MSCI EM Europe Index added 3.6% mom in EUR and USD terms. The Greek ASE index (+7.8% mom) was the best performer, followed by the Czech PX (+6.6% mom) and Romanian BET indices (+5.0% mom), the Hungarian BUX (+4.0% mom) and the Polish WIG20 (+2.0% mom; all in EUR terms). The Turkish ISE30 Index was, again, the worst performer, with a more modest decline (-1.4% mom in EUR terms) this time.
JMT JERONIMO MARTINS SGPS S.A.
OPAP GREEK ORGANISATION OF FOOTBALL PROGNOSTICS SA
EXAE HELLENIC EXCHANGES SA
MOL MOL NYRT
EBS ERSTE GROUP BANK AG
CEZ CEZ AS
ACP ASSECO POLAND SA
KRKG KRKA D.D.
HTO HELLENIC TELECOMMUNICATIONS ORGANIZATION SA
CDR CD PROJEKT S.A.
RBI RAIFFEISEN BANK INTERNATIONAL AG
OMV OMV AG
PKO PKO BANK POLSKI S.A.
ISCTR TURKIYE IS BANKASI ANONIM SIRKETI CLASS C
TITK TITAN CEMENT CO. SA
BHW BANK HANDLOWY W WARSZAWIE S.A.
BIMAS BIM BIRLESIK MAGAZALAR A.S.
PZU POWSZECHNY ZAKLAD UBEZPIECZEN SPOLKA AKCYJNA
SPL SANTANDER BANK POLSKA SA
MIL BANK MILLENNIUM SA
BSK ING BANK SLASKI S.A.
BDX BUDIMEX S.A.
LAMDA LAMDA DEVELOPMENT S.A.
GEKTERNA GEK TERNA
MTELEKOM MAGYAR TELEKOM TELECOMMUNICATIONS
KTY GRUPA KETY SA
CAI CA IMMOBILIEN ANLAGEN AG
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
ASELS ASELSAN ELEKTRONIK SANAYI VE TICARET A.S. CLASS B
CCOLA COCA-COLA ICECEK A.S.
ENA ENEA S.A.
BFT BENEFIT SYSTEMS S.A. ALLOTMENT
MGROS MIGROS TICARET A.S
PGE PGE POLSKA GRUPA ENERGETYCZNA S.A.
PGSUS.E PEGASUS HAVA TASIMACILIGI AS
APR AUTO PARTNER SA
TBCB TBC BANK JOINT STOCK CO
TPEIR PIRAEUS BANK SA
ALPHA ALPHA BANK AE
PPC PUBLIC POWER CORPORATION S.A.
OTP OTP BANK NYRT
CAR INTER CARS S.A.
FROTO FORD OTOMOTIV SANAYI A.S.
EUR EUROCASH S.A.
ECH ECHO INVESTMENT
GSPARK GRAPHISOFT PARK SE
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.
OTOEL AUTOHELLAS S.A.
VGO VIGO SYSTEM SA
WPL WIRTUALNA POLSKA HOLDING SA
BELA JUMBO S.A.
TLV BANCA TRANSILVANIA S.A.
SNG SOCIETATEA NATIONALA DE GAZE NATURALE ROMGAZ SA
H4L1 HALYK SAVINGS BANK OF KAZAKHSTAN GDR
DIGI DIGI COMMUNICATIONS NV
DNP DINO POLSKA S.A.
NBGGY NATIONAL BANK OF GREECE S.A. ADS
GEB BANK OF GEORGIA
RICHT RICHTER
M MED LIFE
SFG SPHERA FRANCHISE GROUP SA
R22 R22
ADNOCDIST ADNOC DISTRIBUTION PJSC
CGEO GEORGIA CAPITAL
SOKM SOK MARKETLER TICARET AS
EAT AMREST HOLDINGS SE
NLBR NLB GROUP
ESLT ELBIT SYSTEMS LTD
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
4IG 4IG NYRT
IGN1L IGNITIS GRUPE
PCO PEPCO GROUP NV
CTPNV CTP NV
VRC VERCOM SA
GPP GRUPA PRACUJ DA
KLKIM KALEKIM KIMYEVI MADDELER SANAYI VE TICARET AS
GIG GAMING INNOVATION GROUP
ADNOCDRILL ADNOC DRILLING CO
2381 ARABIAN DRILLING CO.
7202 ARABIAN INTERNET & COMMUNICATIONS SERVICES CO
9526 JAHEZ INTERNATIONAL CO
ELPE HELLENIQ ENERGY
SHO SHOPER SA
4071 ARABIAN CONTRACTING SERVICES CO
7203 ELM CO
OPTIMAr OPTIMA BANK S.A.
AQ AQUILA PART PROD COM
TRESTATES TRADE ESTATES REIC SA
AIRA AIR ASTANA JSC
GEV GEVORKYAN A.S.
BOCHGR BANK OF CYPRUS
ZAB ZABKA GROUP
DSPW DOOSAN SKODA POWER A.S.
DIAG DIAGNOSTYKA SA
- Nikos Athanasoulias CFA
PUBLIC POWER CORPORATION (PPC) | High Voltage Strategy, Low Voltage Va...
Roadmap laid out; focus now lies on implementation… – Following a successful transformation over the past few years, PPC has been expanding its RES footprint and emerging as a leading utility in SE Europe. Mgt aims to continue the Group’s evolution, with a strategy focused on accelerating RES development, modernising its thermal fleet, investing in distribution, and retaining its stronghold in supply, targeting EBITDA of €2.7bn by 2027e (+14% CAGR). Despite these ambitious targets outpacing mos...
- Nikos Athanasoulias CFA
PUBLIC POWER CORPORATION (PPC) | High Voltage Strategy, Low Voltage Va...
Roadmap laid out; focus now lies on implementation… – Following a successful transformation over the past few years, PPC has been expanding its RES footprint and emerging as a leading utility in SE Europe. Mgt aims to continue the Group’s evolution, with a strategy focused on accelerating RES development, modernising its thermal fleet, investing in distribution, and retaining its stronghold in supply, targeting EBITDA of €2.7bn by 2027e (+14% CAGR). Despite these ambitious targets outpacing mos...
Dividend payment ex-date of AS Ekspress Grupp
Dividend payment ex-date of AS Ekspress Grupp AS Ekspress Grupp will distribute dividend of 6 euro cents per share on 12 June 2025. AS Ekspress Grupp will close the list of shareholders entitled to receive dividends on 6 June 2025 at the end of the working day of the settlement system. Consequently, the day of change of the rights related to the shares (the ex-dividend date) is set to 5 June 2025. From that date onwards, the persons acquiring the shares will not have the right to receive the dividends that will be distributed on 12 June 2025. Additional information Mari-Liis Rüütsalu Chai...
ASi Ekspress Grupp dividendimakse ex-päev
ASi Ekspress Grupp dividendimakse ex-päev AS Ekspress Grupp maksab dividendi 6 eurosenti aktsia kohta 12. juunil 2025. aastal. AS Ekspress Grupp fikseerib dividendiõiguslike aktsionäride nimekirja 6. juuni 2025. aasta arveldussüsteemi tööpäeva lõpu seisuga. Sellest tulenevalt on väärtpaberitega seotud õiguste muutumise päev (ex-päev) 5. juuni 2025. a. Alates sellest kuupäevast ei ole aktsiaid omandanud isik õigustatud saama dividende, mis makstakse 12. juunil 2025. a. Lisainfo Mari-Liis Rüütsalu juhatuse esimees AS Ekspress Grupp on Baltimaade juhtiv meediakontsern, mille tegevus hõl...
- Research Team
WOOD Daily: OPAP GA; CDR PW; VGO PW; DAT PW; KAP LI; LAMDA GA; AEGN GA...
HEADLINES: • OPAP: 1Q25 – strong, as expected NEUTRAL • CD Projekt: 1Q25 EBIT broadly as expected, guidance on three unannounced projects POSITIVE • VIGO Photonics: adjusted EBITDA up 2x yoy (on a low base), in line with our estimate NEUTRAL • DataWalk: actual 1Q25 numbers fully in line with the preliminaries NEUTRAL • Kazatomprom: 1Q25 results – much weaker than expected NEGATIVE • Lamda Development: 1Q25 results – opex outside the Ellinikon better than expected, but quarterly capex still slow ...
CDR CD PROJEKT S.A.
BHW BANK HANDLOWY W WARSZAWIE S.A.
LAMDA LAMDA DEVELOPMENT S.A.
KTY GRUPA KETY SA
GTC GLOBE TRADE CENTRE S.A.
AEGN AEGEAN AIRLINES SA
BFT BENEFIT SYSTEMS S.A. ALLOTMENT
PGE PGE POLSKA GRUPA ENERGETYCZNA S.A.
ALPHA ALPHA BANK AE
CAR INTER CARS S.A.
VGO VIGO SYSTEM SA
KAP NATIONAL ATOMIC COMPANY KAZATOMPROM
HUGE HUUUGE
ADNOCDRILL ADNOC DRILLING CO
Resolutions of the Annual General Meeting of Shareholders of AS Ekspre...
Resolutions of the Annual General Meeting of Shareholders of AS Ekspress Grupp held on 23 May 2025 Resolutions of the Annual General Meeting of Shareholders of AS Ekspress Grupp held on 23 May 2025 On 23 May 2025, the Annual General Meeting of the Shareholders of AS Ekspress Grupp was held in Tallinn, Narva road 13. Out of 30 956 312 votes with voting rights, 25 449 621 votes were represented at the Meeting, i.e. 82.21% of the votes. The General Meeting of the Shareholders of AS Ekspress Grupp adopted the following resolutions. 1. Approval of the 2024 annual report of AS Ekspress Grupp...
AS Ekspress Grupp korralise üldkoosoleku otsused 23.05.2025
AS Ekspress Grupp korralise üldkoosoleku otsused 23.05.2025 23. mail 2025. aastal toimus Tallinnas Narva mnt 13 ASi Ekspress Grupp aktsionäride korraline üldkoosolek. 30 956 312 hääleõiguslikust häälest oli koosolekul esindatud 25 449 621 häält ehk 82,21% häältest. ASi Ekspress Grupp aktsionäride üldkoosolek otsustas. 1. ASi Ekspress Grupp 2024. majandusaasta aruande kinnitamine Kinnitada ASi Ekspress Grupp 01.01.2024–31.12.2024 majandusaasta aruanne. 2. Kasumi jaotamise ettepaneku kinnitamine Kinnitada 2024. aasta kasumi jaotamise ettepanek. Jaotada 3,25 miljonit eurot järgm...
- Research Team
WOOD Daily: ESLT IT; PPC GA; TRESTATE GA; ENA PW; CBF PW; VRC PW; SHO ...
HEADLINES: • Elbit Systems: 1Q25 results – top-down driven beat POSITIVE • Public Power Corporation: uninspiring 1Q25 results, as expected POSITIVE • Trade Estates: 1Q25 – strong turnovers driving rents higher POSITIVE • Enea: full 1Q25 results in line with the preliminaries NEUTRAL • cyber_Folks: 1Q25 results review – EBITDA +46% yoy, 4% above the consensus POSITIVE • Vercom: 1Q25 results review – 24% yoy EBITDA growth, in line with the consensus NEUTRAL • Shoper: 1Q25 above expectations, but F...
- Marine Leleux
- Maureen Schuller
- Suvi Platerink Kosonen
- Marine Leleux
- Maureen Schuller
- Suvi Platerink Kosonen
- Research Team
WOOD Daily: INPST NA (stays BUY); Romania macro; Poland macro; 11B PW;...
HEADLINES: InPost: international level (stays BUY) Romania macro: presidential election - final results Poland macro: election results 11 bit studios: 1Q25 earnings call – happy with wishlist for The Alters, no plans for pre-orders NEUTRAL Budimex: PLN 1.7bn offer rated the highest in the railway tender POSITIVE Mo-BRUK: management recommends PLN 13.17 DPS from the 2024 earnings NEUTRAL Greek banks: the Greek media reports that the banks could look into reacquiring working mortgages from NPL ser...
BDX BUDIMEX S.A.
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
TPEIR PIRAEUS BANK SA
ALPHA ALPHA BANK AE
PPC PUBLIC POWER CORPORATION S.A.
MBR MO-BRUK S.A.
11B 11 BIT STUDIOS S.A.
NBGGY NATIONAL BANK OF GREECE S.A. ADS
KAP NATIONAL ATOMIC COMPANY KAZATOMPROM
INPST INPOST S.A.
PCO PEPCO GROUP NV
7202 ARABIAN INTERNET & COMMUNICATIONS SERVICES CO
9526 JAHEZ INTERNATIONAL CO
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...
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Jesse Norcross
- Nadège Tillier
- Timothy Rahill
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...
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...
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