reports
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 27.10.2022
AT: AMAG - Q3 headline earnings in line with forecasts, CF trend reversal, almost unchanged outlook implies major EBITDA deceleration in Q4 (neutral) AT: Andritz - Competitor posted in-line results, sees good market conditions in the short term (positive) AT: AT&S - Main customers to report earnings tonight (neutral) AT: Telekom Austria - S&P upgraded rating to A- from BBB+, outlook stable (positive) CEE: Banks - UniCredit's CEE subsidiaries delivered better profit qoq on the wings of ...
KOMB KOMERCNI BANKA A.S.
BWB BAADER BANK AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
OTP OTP BANK NYRT
ANDR ANDRITZ AG
BRD BRD-GROUPE SOCIETE GENERALE
SAN BANCO SANTANDER S.A.
TLV BANCA TRANSILVANIA S.A.
MONET MONETA MONEY BANK AS
SNG SOCIETATEA NATIONALA DE GAZE NATURALE ROMGAZ SA
AMAG AMAG AUSTRIA METALL AG
FP S.C. FONDUL PROPRIETATEA S.A.
NLBR NOVA LJUBLJANSKA BANKA DD LJUBLJANA
ONE ONE UNITED PROPERTIES SA
Raiffeisen Research Institutional Equity Daily 26.09.2022
AT: OMV - Borealis squeezing out minorities of its Belgium subsidiary Rosier (neutral) HR: Podravka - Rumours about taking over the Fortenova group's agricultural division (positive) PL: mBank - O-SII buffer kept at 0.5% (neutral) PL: PGNiG - New 10-year gas supply agreement signed with Equinor (neutral) PL: Utilities - The government intends to introduce a 50% windfall tax (negative) RO: BRD-GSG, Banca Transilvania - Anemic advance for the lending activity in August, 0.3% mom (neutr...
Raiffeisen Research Institutional Equity Daily 29.07.2022
AT: Andritz - Another stunning order intake, earnings in line with RBIe, above consensus, guidance confirmed (positive) AT: Palfinger - Q2 results clearly ahead of RBIe, EUR 2 bn top line target for FY 22 is comforting (positive) AT: STRABAG - Federal Competition Authority requests review of antitrust decision (negative) HR: Hrvatski Telekom - EBITDA guidance for the FY 22e lowered (negative) PL: Santander Bank Poslka - Q2 conference call highlights (neutral) RO: Fondul Proprietatea...
Raiffeisen Research Institutional Equity Daily 28.07.2022
AT: AMAG - Q2 figures meet forecasts, sustained cash drain from NWC, more optimistic EBITDA guidance of EUR 220-250 mn (positive) AT: FACC - Airbus revises production forecasts (negative) AT: OMV - Better than expected 2Q clean earnings, strong operating CF generation, positive 2H 22 outlook (positive) AT: Verbund - Q2 22 results below expectations on trading position valuation, FY guidance range slighty up (neutral) CZ: Moneta Money Bank - Q2 22 net profit of CZK 1.58 bn modestly ahea...
VER VERBUND AG CLASS A
BWB BAADER BANK AG
TPS ORANGE POLSKA S.A.
FACC FACC AG
SAN BANCO SANTANDER S.A.
MONET MONETA MONEY BANK AS
SNP PETROM S.A.
DIGI DIGI COMMUNICATIONS NV
AMAG AMAG AUSTRIA METALL AG
FP S.C. FONDUL PROPRIETATEA S.A.
ADRS2-R-A ADRIS GRUPA D.D. PFD.
ONE ONE UNITED PROPERTIES SA
CZA COAL OF AFRICA LTD
SC Fondul Proprietatea S.A.: 1 director
A director at SC Fondul Proprietatea S.A. sold 225,000 shares at 2.113RON and the significance rating of the trade was 68/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two y...
Raiffeisen Research Institutional Equity Daily 02.05.2022
AT: Rosenbauer - Stake in its American subsidiary increased by 25% to 75% as flagged (neutral) CZ: CTP - Convenes EGM to vote on DIR merger and hive-down proceedings (neutral) HR: Podravka - Published Q1 22 results come above RBIe (positive) HR: Valamar Riviera - Published Q1 22 sales ahead of RBIe (neutral) PL: PGNiG - Strong Q1 preliminary earnings on higher oil and gas prices and significantly lower losses from gas trading (positive) RO: Fondul Proprietatea - Fondul will be able ...
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 01.04.2022
GE: Baader Bank - Annual profit 2021 in line with preliminaries, 2022 outlook significantly below RBIe (negative) Oil&Gas: OPEC+ meeting - OPEC+ stick to its strategy of a gradual increase of supply despite the biggest-ever oil release of the US strategic reserves PL: CCC - CCC faces opposition from banks against sale of a stake in Modivo to Modivo's CEO (neutral) PL: CCC - Modivo started marketplace testing, launch likely delayed until July (neutral) PL: mBank - mBank plans to forgo d...
Raiffeisen Research Institutional Equity Daily 29.03.2022
AT: OMV - Fitch revised OMV's outlook to Stable from Negative and affirmed the issuer default rating at 'A-' (neutral) AT: Verbund - Start of 11 MW hydro power plant construction near Graz (neutral) RO: Fondul Proprieatea - Hidroelectrica will organize a shareholders' meeting to approve the IPO at the Bucharest Stock Exchange (positive) RO: Romgaz - The 2021 DPS proposal of RON 3.80 implies a dividend yield of 9.9% (positive)
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 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 20.01.2022
AT: Flughafen Wien - Ryanair to expand Vienna base (positive) HR: Koncar Group - Registration of the decision regarding share capital increase of Dalekovod (positive) RO: Fondul Proprietatea/OMV Petrom - Fondul sold 4% of OMV Petrom shares via ABB (positive)
Raiffeisen Research Institutional Equity Daily 17.01.2022
AT: Atrium - No objections were filed to Gazit merger, closing still expected on February 18 (neutral) RO: Banca Transilvania - Banca Transilvania bought 100% of Tiriac Leasing (neutral) RO: Fondul Proprietatea - Bucharest Court of Appeal ordered the suspension of the process of increasing the share capital of the Bucharest Airports National Company (neutral) RO: Macro - Inflation rate at 8.2% in December, again above expectations
Raiffeisen Research Institutional Equity Daily 17.12.2021
ATX indices review - FFF and NoS changes in BAWAG Group, Erste Group, Marinomed Biotech, PORR; CECE index review - FFF and NoS changes in Avast, CEZ, Erste Group, MOL; FTSE Index December review - No changes of index constituents in our Coverage Universe STOXX Europe 600 Index review - No changes of index constituents in our Coverage Universe WIG index review - WIG30 add: Pepco; Del: Kruk; AT: Andritz - Hydro order for EUR > 100 mn from Malaysia (neutral) AT: Verbund - Verbund rumo...
- Gellert Gaal
Fondul Proprietatea - No major news, we are waiting for Hidro
Fondul released its Q3 results. Announced its next special dividend (0.06 RON/share) which ex-div datewill be on 27th January. No news on Hidroelectrica IPO. Fondul will continue to work withregulators once the new govt. is in place. 80% tax applicable between 1 November and 31 March does not affectHidroelectrica yet, given that avg. monthly selling price is below RON450 /MWh. At the moment i is hard to tell if the extra tax will beextended after March. There are 3 litigations in place regar...
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 05.10.2021
AT: Polytec - Profit warning (negative) AT: UBM - UBM was awarded Gold in ESG rating by EcoVadis (positive) DE: Encavis - SCOPE affirmed BBB- rating with stable outlook (neutral) RO: Electrica, Fondul Proprietatea - The government has adopted the scheme to offset energy bills this winter (positive) RO: Macro news - Minimum wage, no confidence vote and BNR reaction to RON depreciation RU: Gazprom - Gazprom starts filling Nord Stream 2 (positive) RU: Moscow Exchange - Trading grows 3...
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