reports
Raiffeisen Research Institutional Equity Daily 24.11.2022
AT: CA Immo - Higher Opex impact Q3, guidance confirmed, strategy overview (neutral) AT: IMMOFINANZ - Strong Q3 result as trigger for raised FY 22 guidance (positive) AT: SBO - Q3 results in line with RBIe, bookings at all-time high, bright 2023 sector outlook (positive) AT: UBM Development - Quarter reflects current challenges, break-even EBT (negative) CZ: Komercni Banka - Shareholders approve CZK 55.50 special dividend per share (neutral) DE: Encavis - Encavis acquired 14 MW subsi...
Raiffeisen Research Institutional Equity Daily 23.11.2022
AT: CA Immo - Sale of Romanian portfolio 3% below book value (neutral) AT: STRABAG - STRABAG to join the ATX index instead of S IMMO (neutral) AT: Verbund, OMV - Verbund and Borealis to build 4.7 MWp solar park in Schwechat (neutral) RO: Electrica - The court rejected Electrica's appeal (negative)
Raiffeisen Research Institutional Equity Daily 16.11.2022
AT: Kapsch TrafficCom - Q2 22/23 results in line, guidance of stable revenues and EBIT improvements confirmed (neutral) AT: Semperit - Clean Q3 EBITDA about in line with RBIe, unchanged FY outlook, Sempermed disposal moving to the forefront (neutral) AT: STRABAG - Dynamic output growth sustained in Q3, FY 22 output guidance revised upwards, margin objective of at least 4% confirmed (positive) RO: Digi Communications - Bought spectrum worth EUR 45.5 mn in the auction organized by the Roma...
Raiffeisen Research Institutional Equity Daily 14.11.2022
RO: Banca Transilvania - Q3 22 bottom line down by 2% qoq to RON 631 mn due to higher provisions (neutral) RO: Electrica - Romanian government decided that the energy market will be regulated until March 2025 (neutral) RO: Sphera Franchise Group - Q3 22 bottom line of RON 23.9 mn, up 14% yoy, after a 23% surge in revenues (positive) RO: Transgaz - Q3 22 bottom line in black after an increase of 87% yoy for intern transport revenues (positive)
Raiffeisen Research Institutional Equity Daily 25.10.2022
AT: CA Immo - Changes to supervisory board (neutral) AT: CA Immo - Share buyback programme concluded (neutral) CZ: Banks, Energy - Two windfall tax proposals to be debated in parliament today (neutral) PL: CCC - Bondholders agreed to covenant changes (positive) PL: Orange Polska - Q3 22 EBITDAaL 4.7% ahead of consensus; solid core KPIs (positive) RO: Electrica - The court rejected Electrica's recourse against ANRE (neutral) RO: One United Properties - Convert a building within One ...
Raiffeisen Research Institutional Equity Daily 02.09.2022
STOXX Europe 600 Index review - Encavis to be added, Raiffeisen Bank Intl. to be deleted WIG20/WIG30 indices review - No change in constituents AT: AT&S - New CFO and extension of the management board by the CTO position (neutral) AT: OMV - Restart of the crude oil unit at Schwechat refinery in September (neutral) RO: Digi Communications - AGM approved dividend for 2021 of RON 0.85 per share, DY 2.3% (neutral) RO: Electrica - Romanian government approved further caps energy prices un...
Raiffeisen Research Institutional Equity Daily 18.08.2022
AT: Flughafen Wien - Q2 22 results slightly top expectations, July traiffic figures at 88% of pre-crises level (positive) AT: Flughafen Wien - The management board advises shareholders not to accept the take over offer (neutral) AT: SBO - Better than expected Q2 results, positive outlook (positive) AT: Vienna Insurance Group - Clear earnings beat on the back of strong technical result (positive) PL: Cyfrowy Polsat - Q2 22 EBITDA in line with consensus, 7% beat on the bottom line (neutr...
PKO PKO BANK POLSKI S.A.
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
VIG VIENNA INSURANCE GROUP AG WIENER VERSICHERUNG GRUPPE
CPS CYFROWY POLSAT SA
FLU FLUGHAFEN WIEN AG
603868 SHANGHAI FLYCO ELECTRICAL APPLIANCE (A)
EL SOCIETATEA COMERCIALA DE DISTRIBUTIE SI FURNIZARE A ENERGIEI ELECTRICE ELECTRICA
Raiffeisen Research Institutional Equity Daily 16.05.2022
AT: Erste Group - CEO Spalt will not extend his contract which ends in June 2023 (negative) CEE: Banks - UniCredit and Citi considering asset swaps with Russian financial institutions RO: Electrica - Dark cloud on the Electrica Q1 22 result, bottom line in red (negative) RO: One United Properties - Q1 22 revenues from sales of RON 197 mn, up 19% yoy, and a net profit of RON 166 mn, up 320% yoy (positive) RO: Purcari Wineries - Q1 22 net profit increased by 16.51% yoy (positive) RU: P...
PEO BANK POLSKA KASA OPIEKI SA
EBS ERSTE GROUP BANK AG
PKO PKO BANK POLSKI S.A.
BHW BANK HANDLOWY W WARSZAWIE S.A.
SPL SANTANDER BANK POLSKA SA
MIL BANK MILLENNIUM SA
ROSN ROSNEFT OIL CO.
ALR ALIOR BANK SA
PLZL POLYUS (GDR)
EL SOCIETATEA COMERCIALA DE DISTRIBUTIE SI FURNIZARE A ENERGIEI ELECTRICE ELECTRICA
WINE PURCARI WINERIES PCL
ONE ONE UNITED PROPERTIES SA
Raiffeisen Research Institutional Equity Daily 21.04.2022
AT: Frequentis - Austro Control launched drone traffic management system with Frequentis (positive) AT: IMMOFINANZ - FY 21 broadly in line, FY 22 guidance confirmed, dividend decision deferred (negative) AT: Oesterreichische Post - Annual wage increases agreed at 4% (negative) CZ: Komercni Banka - AGM approved DPS of CZK 43.8 (neutral) PL: Bank Pekao/Santander - Announcements of resolution fund fees for 2022 (neutral) PL: CCC - Q4 variance from preliminary figures driven by one-off e...
KOMB KOMERCNI BANKA A.S.
SPL SANTANDER BANK POLSKA SA
POG PETROPAVLOVSK PLC
LPP LPP S.A.
CCC CCC SA
LTS GRUPA LOTOS S.A.
POST OSTERREICHISCHE POST AG
EL SOCIETATEA COMERCIALA DE DISTRIBUTIE SI FURNIZARE A ENERGIEI ELECTRICE ELECTRICA
FP S.C. FONDUL PROPRIETATEA S.A.
IIA IMMOFINANZ AG
FQT FREQUENTIS AG WIENER
Raiffeisen Research Institutional Equity Daily 28.03.2022
AT: Kapsch TraffiCom - Arbitration court decides in favour of Kapsch TrafficCom regarding German toll claim (positive) DE: Encavis - Encavis Asset Management bought 11 MWp wind park for EIF II fund (neutral) RO: Electrica - Distribution tariffs for electricity will increase starting April 1 (positive) RU: ALROSA - Tiffany refused to buy diamonds with a Russian origin (negative) RU: Petropavlovsk - Gold sales complicated on UK sanctions against Gazprombank (negative) RU: Russian gold ...
Raiffeisen Research Institutional Equity Daily 21.03.2022
AT: Andritz - Andritz to supply a complete pulp mill to Liansheng Pulp & Paper in China (positive) CZ: Moneta Money Bank - No objection by CNB for a dividend proposal of CZK 7 per share HU: OTP Bank - Considering all possible scenarios in Russia (neutral) RO: Electrica, Fondul Proprietatea, Romgaz, OMV Petrom - Romanian government further caps energy prices until April 2023 (neutral)
Raiffeisen Research Institutional Equity Daily 01.03.2022
AT: Andritz - Andritz received a batt forming line order from South Africa (neutral) AT: BAWAG Group - Q4 21 net profit slightly ahead of consensus and 24% ahead of RBIe / 2022 ROTE guidance >17% vs. 16% in 2021 / DPS plan of EUR 3.00 / no exposure to Russia and Ukraine (positive) AT: OMV - Fitch rating agency confirmed OMV's A- rating with a negative outlook (neutral) AT: OMV - Shell's decision to exit its Russian ventures, including Nord Stream 2, could mount pressure on other project...
Raiffeisen Research Institutional Equity Daily 28.02.2022
MSCI February Index Review - No changes in constituents in our Coverage Universe AT: Erste Group - Q4 21 net profit slightly ahead of expectations / DPS proposal of EUR 1.6 below RBIe and double digit ROTE guidance for 2022 (neutral) EU: Utilities - German Ministry of the Economy to examine the delay of nuclear power plant shutdowns, German utilities object (neutral) RO: Electrica - Significant increase in electricity expenses, 101% yoy, led to a loss of RON 625 mn in Q4 21 (negative) ...
Raiffeisen Research Institutional Equity Daily 26.01.2022
EU: Banks - EBA is giving banks more time to prepare for the Green Asset Rati HU: Macro - Rate hike by 50 bp RO: Electrica, Fondul Proprietatea - Romanian government further caps energy prices (negative) SI: OTP/NLB/Addiko - Republic of Slovenia to vote on retroactive CHF law next week (negative)
Raiffeisen Research Institutional Equity Daily 09.12.2021
ATX indices review - FFF and NoS changes in BAWAG Group, Erste Group, Marinomed Biotech, PORR AT: IMMOFINANZ - Adjustment of the conversion price of convertible bonds (negative) PL: LPP - Strong Q3 with EBITDA 27% ahead of consensus (positive) RO: Electrica - Electrica acquires for EUR 4.3 mn a photovoltaic farm project company from Monsson Group while EGM rejects the proposed acquisition of 5 renewable energy producers (positive) RO: Medlife - Medlife increases the syndicated credit f...
Raiffeisen Research Institutional Equity Daily 15.11.2021
AT: Andritz, AMAG - Andritz to supply pickling line to AMAG (neutral) AT: FACC - Airbus reveived a large scale order for A321 family (positie) AT: RBI - RBI has reached an agreement on the sale of Raiffeisenbank (Bulgaria) EAD to KBC AT: Vienna Insurance Group - CIG Pannonia signs partnership with VIG for certain insurance products (neutral) DE: Encavis - In-line Q3 results, FY guidance confirmed (neutral) HR: Country sovereign rating - Fitch rating upgrade RO: Electrica - Q3 21 s...
VIG VIENNA INSURANCE GROUP AG WIENER VERSICHERUNG GRUPPE
ANDR ANDRITZ AG
SIBN GAZPROM NEFT PJSC
FACC FACC AG
SNP PETROM S.A.
AMAG AMAG AUSTRIA METALL AG
EL SOCIETATEA COMERCIALA DE DISTRIBUTIE SI FURNIZARE A ENERGIEI ELECTRICE ELECTRICA
SFG SPHERA FRANCHISE GROUP SA
WINE PURCARI WINERIES PCL
CAP ENCAVIS AG
Raiffeisen Research Institutional Equity Daily 04.11.2021
AT: Andritz - Andritz received significant, high triple-digit pulp mill order (positive) AT: AT&S - Top-line guidance upgrade, but somewhat disappointing adj. EBITDA margin (positive) AT: CA Immo - Core shareholder Starwood calls for special dividends totalling EUR 5 per share (positive) AT: PORR - Company completed capital increase AT: Verbund - Q3 results above expectations on stronger short-term pricing, network results beat, FY guidance confirmed (positive) CZ: Komercni Banka - Q...
PEO BANK POLSKA KASA OPIEKI SA
PKO PKO BANK POLSKI S.A.
KOMB KOMERCNI BANKA A.S.
WIZZ WIZZ AIR HOLDINGS PLC
VER VERBUND AG CLASS A
SPL SANTANDER BANK POLSKA SA
POS PORR AG
MIL BANK MILLENNIUM SA
CAI CA IMMOBILIEN ANLAGEN AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
GNB GETIN NOBLE BANK SA
ANDR ANDRITZ AG
ALR ALIOR BANK SA
BRD BRD-GROUPE SOCIETE GENERALE
SBNC SBERBANK RUSSIA PJSC SPONSORED ADR
EL SOCIETATEA COMERCIALA DE DISTRIBUTIE SI FURNIZARE A ENERGIEI ELECTRICE ELECTRICA
FP S.C. FONDUL PROPRIETATEA S.A.
NLBR NOVA LJUBLJANSKA BANKA DD LJUBLJANA
Raiffeisen Research Institutional Equity Daily 28.10.2021
AT: AMAG - Expected increase of FY EBITDA outlook, Q3 earnings shy of forecasts though (neutral) AT: BAWAG Group - Q3 21 net profit of EUR 123.1 mn fully in line with consensus and 5% ahead of RBIe on lower risk costs, 2021 guidance and mid-term KPIs confirmed (neutral) DE: Baader Bank - Q3 21 pre-tax profit below our estimate, weaker trading result partially offset by lower opex, 2021 guidance confirmed (neutral) HU: OTP - Buyback of 14.5 mn shares (neutral) PL: Alior Bank - Q3 21 ...
BWB BAADER BANK AG
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
OTP OTP BANK NYRT
MAIL MAIL.RU GROUP LTD. SPONSORED GDR
GAZP GAZPROM PJSC
ALR ALIOR BANK SA
TCS TCS GROUP HOLDING PLC SPONSORED GDR CLASS A REGS
BG BAWAG GROUP AG
AMAG AMAG AUSTRIA METALL AG
EL SOCIETATEA COMERCIALA DE DISTRIBUTIE SI FURNIZARE A ENERGIEI ELECTRICE ELECTRICA
FP S.C. FONDUL PROPRIETATEA S.A.
M MED LIFE
NLBR NOVA LJUBLJANSKA BANKA DD LJUBLJANA
Raiffeisen Research Institutional Equity Daily 17.09.2021
ATX indices review - FFF CA Immo 0.60 to 0.40; NoS change in Marinomed Biotech CECE index review - Add: CZG, Masterplast, PGE; Del: CIG Pannonia, Kofola FTSE Index September review - AllWorld (ML) add: OMV Petrom; TotalCap (Micro+SML) del: Atrium; L->M: InterRAO STOXX Eastern Europe 50 Index review - PGE to be added, MTS to be deleted STOXX Europe 600 Index review - No changes of index constituents in our Coverage Universe WIG20/WIG30 indices review - No change in constituents AT: ...
PGN POLSKIE GORNICTWO NAFTOWE I GAZOWNICTWO SA
CAI CA IMMOBILIEN ANLAGEN AG
CCC CCC SA
PGE PGE POLSKA GRUPA ENERGETYCZNA S.A.
IRAO INTER RAO UES PJSC
MTSS MOBILE TELESYSTEMS PJSC
SNP PETROM S.A.
EL SOCIETATEA COMERCIALA DE DISTRIBUTIE SI FURNIZARE A ENERGIEI ELECTRICE ELECTRICA
FP S.C. FONDUL PROPRIETATEA S.A.
AGR AGRANA BETEILIGUNGS-AG
AVST AVAST SOFTWARE BV
Raiffeisen Research Institutional Equity Daily 18.08.2021
AT: FACC - Positve EBIT and net profit in Q2 21, small hike of FY guidance (positive) AT: Vienna Insurance Group - Return to impressive top-line growth, EBT broadly in line (positive) RO: Electrica - Q2 21 net profit decreased significantly to RON 18.3 mn due to higher electricity expenses (negative) RU: Surgutneftegas - Strong H1 21 results allowed cash pile to increase to over USD 55 bn (positive)
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