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).
EQS-News: Shelly Group AD / Key word(s): Quarter Results/Conference Shelly Group: Invitation to unaudited 3M 2024 earnings webcast/call on 16 May 2024 02.05.2024 / 10:45 CET/CEST The issuer is solely responsible for the content of this announcement. Shelly Group: Invitation to unaudited 3M 2024 earnings webcast/call on 16 May 2024 Sofia / Munich, 2 May 2024 – Shelly Group AD (Ticker SLYG / ISIN: ) ("Shelly Group"), a provider of IoT and smart building solutions based in Sofia, Bulgaria, cordially invites investors and analysts to the earnings webcast/call on the unaudited...
EQS-News: Shelly Group AD / Schlagwort(e): Quartalsergebnis/Konferenz Shelly Group: Einladung zum Earnings Webcast/Call am 16. Mai 2024 zu den ungeprüften 3M 2024 Ergebnissen 02.05.2024 / 10:45 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Shelly Group: Einladung zum Earnings Webcast/Call am 16. Mai 2024 zu den ungeprüften 3M 2024 Ergebnissen Sofia / München, 2. Mai – Die Shelly Group AD (Ticker SLYG / ISIN: („Shelly Group“), ein Anbieter von IoT- und Smart-Building-Lösungen mit Sitz in Sofia, Bulgarien, lädt Investoren und Analyst...
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...
EQS-News: Shelly Group AD / Key word(s): AGM/EGM Shelly Group convenes Annual General Meeting 30.04.2024 / 17:00 CET/CEST The issuer is solely responsible for the content of this announcement. Shelly Group convenes Annual General Meeting Sofia / Munich, 30 April 2024 – Shelly Group AD (Ticker SLYG / ISIN: ) (“Shelly Group” / “the Company“), a provider of IoT and smart building solutions based in Sofia, Bulgaria, convenes its Annual General Meeting to be held on 4 June 2024 at 10.00 CEST / 11.00 EEST in Sofia, Bulgaria. Further information can be found at: .About Shelly G...
EQS-News: Shelly Group AD / Schlagwort(e): Hauptversammlung Shelly Group beruft ordentliche Hauptversammlung ein 30.04.2024 / 17:00 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Shelly Group beruft ordentliche Hauptversammlung ein Sofia / München, 30. April 2024 – Die Shelly Group AD (Ticker SLYG / ISIN: („Shelly Group” / „die Gesellschaft“), ein Anbieter von IoT- und Smart-Building-Lösungen mit Sitz in Sofia, Bulgarien, beruft ihre ordentliche Hauptversammlung ein, die am 4. Juni 2024 um 10.00 Uhr MESZ / 11.00 Uhr OESZ in Sofia, B...
BHP's bid for Anglo American has confirmed interest from miners in copper in the context of increasingly challenged production and difficulties in fully completing projects. Anglo’s (Neutral) prospects in copper are now better valued and this is also the case for BHP (Neutral vs Underperform) although not so for Rio Tinto (Outperform vs Neutral). Downstream, Nexans and Montana Aerospace are our Top Picks (Outperform) vs Aurubis, Rexel and Prysmian (Neutral). - ...
L’offre de BHP sur Anglo American a confirmé l’intérêt des minières pour le cuivre dans un contexte de tensions croissantes sur la production et de difficultés à faire aboutir les projets. Les perspectives d’Anglo (Neutre) dans le cuivre sont désormais mieux valorisées, c’est aussi le cas de BHP (Neutre vs Sous-performance) mais pas encore assez, selon nous, sur Rio Tinto (Surperformance vs Neutre). En aval, Nexans et Montana Aerospace sont nos valeurs préférées (Surperformance) vs Au...
>Calendar and FX certainly help but let’s not overlook the volume-driven underlying growth - Sales grew at a pace of +19% y-o-y to € 8.1bn (vs +17% in Q4) with the group’s l-f-l expanding at +6% (vs +10% in Q4). By business, Biedronka sales grew +19% to € 5.8bn, accelerating vs Q4 (+19%) helped by the calendar effect (3pp) and the FX (8pp). L-f-L only deteriorated 50bp q-o-q to 4.6% which is remarkable in a disinflationary context and proves right Biedronka’s volume-d...
With Q1 topping expectations in terms of both sales and EBITDA, notably thanks to Biedronla, we foresee a positive share price reaction this morning. But reiterated gloomy FY guidance combined with no early signs of the price war easing in Poland still suggests caution is advisable.
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...
EQS-News: Shelly Group AD / Key word(s): Miscellaneous Shelly Group AD: Inclusion in trading on XETRA opens up broader investor base 25.04.2024 / 16:40 CET/CEST The issuer is solely responsible for the content of this announcement. Shelly Group AD: Inclusion in trading on XETRA opens up broader investor base Sofia / Munich, 25 April 2024 – Shelly Group AD (Ticker: / ISIN: ) (“Shelly Group” / “the Company“), a provider of IoT and smart building solutions based in Sofia, Bulgaria, has reached another milestone in the implementation of its capital market strategy. As of Mon...
EQS-News: Shelly Group AD / Schlagwort(e): Sonstiges Shelly Group AD: Handelsaufnahme auf XETRA erschließt breitere Investorenbasis 25.04.2024 / 16:40 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Shelly Group AD: Handelsaufnahme auf XETRA erschließt breitere Investorenbasis Sofia / München, 25. April 2024 – Die Shelly Group AD (Ticker: / ISIN: ) („Shelly Group” / „die Gesellschaft“), ein Anbieter von IoT- und Smart-Building-Lösungen mit Sitz in Sofia, Bulgarien, hat einen weiteren Meilenstein in der Umsetzung ihrer Kapitalmarktstr...
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...
HEADLINES: • Orange Polska: 1Q24 results – EBITDAaL up 5% yoy, 4% above the consensus POSITIVE • VIGO Photonics: strong miss on EBITDA and bottom line NEGATIVE • GTC: 4Q23 – no material revaluation result, focus remains on refinancing ahead NEUTRAL • Poland macro: retail sales stay brisk in March • Hungary macro: MNB slows down pace of rate cuts • Kruk: 1Q24E preview (due on 8 May, after the close) • Bank Handlowy: 1Q24E preview (due on 9 May) • Eurocash: 1Q24E results preview – 16% yoy EBITDA ...
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...
• LPP: the glass is half full (stays BUY) • Eurocash: 4Q23 beat on costs, profit warning for 1Q24E • 11 bit studios: 4Q23 adjusted EBITDA beats expectations on a solid top line • Polish banks: 2024 contributions to the BFG • MOL: oil production starts on a new platform at ACG field • Ford Otosan: completes the Eurobond book-building process • Kalekim: 2023 IAS 29 results - strong operating results • Lamda: 4Q23 results - a significant step-up in Ellinikon revenues, revaluation gain on existing m...
Kalekim announced its 2023 IAS 29 results on 18 April, reporting net earnings of TRY 430m, +3% yoy, in its income statement, which was prepared under the IAS 29 inflation-accounting principles. It posted a strong set of operating results under IAS 29, with an expanding EBITDA margin on an annual basis. Kalekim also released its non-inflation-adjusted key financial figures for 2023, implying a solid operating performance in 4Q23, in line with consensus expectations. We believe that Kalekim should...
EQS-News: Shelly Group AD / Schlagwort(e): Kooperation/Produkteinführung Shelly Smart Control App in ausgewählten Audi-Modellen verfügbar 18.04.2024 / 09:30 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Shelly Smart Control App in ausgewählten Audi-Modellen verfügbar Sofia / München, 18. April 2024 – Die Shelly Group AD (Ticker: / ISIN: ) („Shelly Group” / „die Gesellschaft“), ein Anbieter von IoT- und Smart-Building-Lösungen mit Sitz in Sofia, Bulgarien, stellt eine native Version seiner Shelly Smart Control App für ausgewählte Au...
EQS-News: Shelly Group AD / Key word(s): Alliance/Product Launch Shelly Smart Control App available in select Audi models 18.04.2024 / 09:30 CET/CEST The issuer is solely responsible for the content of this announcement. Shelly Smart Control App available in select Audi models Sofia / Munich, 18 April 2024 – Shelly Group AD (Ticker: / ISIN: ) (“Shelly Group” / “the Company”), a provider of IoT and smart building solutions based in Sofia, Bulgaria, brings a native version of its Shelly Smart Control App to select Audi models. To this end, the popular Shelly Smart Control ...
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