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Nadejda Dafinkicheva

Weekly Bulletin - 21 September - 25 September 2020

The local indexes remained virtually flat with substantial weekly turnover. The top movers within our universe were Bulgarian American Credit Bank (5BN, BGN 5.90, -12.6%) and Neochim (3NB, BGN 27.0, -10.0%), both of which lost ground on lack of liquidity, followed by Central Cooperative Bank (4CF, BGN 0.87, -7.0%), which booked decent volume. On the positive side, the top gainers were Albena (6AB, BGN 22.20, +4.7%) and Holding Varna (5V2, BGN 39.00, +3.2%), whose turnover also was not impressive. The most traded within our universe was Sopharma Trading (SO5, BGN 5.15, 0.00%), after an almost 5...

Advanced Enzyme Technologies Ltd: 1 director sold

A director at Advanced Enzyme Technologies Ltd sold 3,000,000 shares at 265.000INR and the significance rating of the trade was 69/100. 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 years clearly showing Close periods where trading activity is restricted under listing rules...

Kyrre Aamdal

Short Comment: Norwegian retail sales plunged in August

Short Comment: Norwegian retail sales plunged in August (2 pages)

Alfa Equity Team

Alfa Morning Bulletin: 28 September 2020

Russia capped a dismal week on a negative note: The Russian markets rounded off a tough week on a negative note – RTSI (-2.0% @ 1,164) and IMOEX (-0.5% @ 2,897) – with cyclical stocks under pressure. There was demand for tech stocks in line with the global trend. The ruble remained under substantial downward pressure (-1.4% @ 78.20) capping a dismal week for the Russian currency as geopolitical headwinds mount. Oil prices closed sideways on Friday (Brent -0.05% @ 41.92). Russia faces a volati...

Francisco Rodriguez

ARCELOR MITTAL: DEAL IN US WITH CLEVELAND CLIFFS (ANÁLISIS BANCO SABADELL)

MTS has announced it has reached an agreement with Cleveland Cliffs (largest iron ore producer in the US, with which it has signed supply contracts) to sell to the latter its US assets for US$~1.4 Bn, of which US$ 505 M will be paid in cash and the remainder in shares in Cleveland Cliffs. Thus, MTS will receive 78 M shares in the company, which means that it will hold a ~16% stake. Additionally, MTS will receive 59 M preferred shares, which could be converted into 58 M Cleveland Cliffs shares. Thus, MTS’s stake in the company could reach 25%. Separately, Cleveland Cliffs assumes net liabiliti...

Peter Thilo Hasler

Weiteres IBO-Mandat

Wir bestätigen unser Kursziel von EUR 3,30 je Aktie, das wir aus einem dreiphasigen DCF-Entity-Modell (EUR 3,10 je Aktie, Base Case-Szenario) und dem von der Gesellschaft angegebenen Net Asset Value in Höhe von derzeit EUR 3,56 je Aktie ermitteln. Sollte es dem Unternehmen gelingen, die beiden unlängst gewonnenen Börsengangmandate vollständig und zeitnah zu platzieren, könnte sich nach unserer Einschätzung mittelfristig weiteres Aufwärtspotenzial in der Aktie ergeben. Wir bestätigen unser Buy-Rating für die Aktien der Signature AG. Signature hat am Freitag bekanntgegeben, für die Strukturieru...

Hyundai Motor Company: 1 director maiden bought

A director at Hyundai Motor Company maiden bought 200 shares at 175,125.000KRW and the significance rating of the trade was 53/100. 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 years clearly showing Close periods where trading activity is restricted under listing rules. ...

Government of Kuwait: FAQ on emerging liquidity risks resulting from further institutional deterioration

While the fractious relationship between parliament and the government is a long-standing issue, the recent deadlock directly threatens the government's ability to function and pay salaries.

Carole Braudeau

Credit Morning 09/28/2020

Aryzta: new Amendment to Financial CovenantWeBuild: new legal blow on Panama Canal dispute>...

HIAG Immobilien Holding AG: 1 director bought

A director at HIAG Immobilien Holding AG bought 1,716 shares at 88.763CHF and the significance rating of the trade was 65/100. 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 years clearly showing Close periods where trading activity is restricted under listing rules. The n...

Jean-Christophe Dourret

BNP Paribas : BNP Paribas - 28 Sept 2020

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Jean-Christophe Dourret

Total : Total - 28 Sept 2020

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AIB Group plc: AIB Group enters green bond market with ESG-friendly Tier 2 issuance, a credit positive

AIB Group's issuance of first Irish Tier 2 green bond will support its sustainable finance and capital optimisation initiatives.

Diyar Hozaien

Cairo Investment and Real Estate Development: Initiation — In a class of its own; Overweight on FV of EGP15.50/share

We initiate coverage on CIRA with an overweight recommendation and a FV of 15.50/share.CIRA is Egypt’s largest private education provider, operating 20 schools (26.5k students) and a university with 10 faculties (10.5k students) as of FY 19/20. In addition to the existing business, our model accounts for: i) Badr University in Cairo’s (BUC) six new faculties (to be operational by 2020/21), ii) BUC’s new branch in Assuit (four faculties by 2021/22, 12 by 2024/25) and iii) five new schools (by ...

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