reports
- Research Team
- Research Team
The Rear-View Mirror – EME markets: Greek equities stand out in Apri...
EME Equity Market – April 2019 Market performance – Greece up 7.2% mom in EUR terms in April 2019. The MSCI EME gained 2.4% in April, and was outperformed by the Greek ASE index, which rose 7.2%. The second-best performing market in EME was Romania, with the BET index up 5.3% mom, followed by the Russian MOEX (+4.1% mom), the Polish WIG20 (+1.4% mom) and the Hungarian BUX (+1.3% mom). The Czech PX index was flat mom; while the Turkish ISE30 dropped by 4.5% mom, but this was related to the de...
EUROB EUROBANK ERGASIAS SERVICES & HOLDINGS SA
GARAN TURKIYE GARANTI BANKASI ANONIM SIRKETI
PEO BANK POLSKA KASA OPIEKI SA
JMT JERONIMO MARTINS SGPS S.A.
KRU KRUK S.A.
TCELL TURKCELL ILETISIM HIZMETLERI A.S.
EBS ERSTE GROUP BANK AG
CEZ CEZ AS
KRKG KRKA D.D.
CDR CD PROJEKT S.A.
YKBNK YAPI VE KREDI BANKASI A.S.
PGN POLSKIE GORNICTWO NAFTOWE I GAZOWNICTWO SA
ISCTR TURKIYE IS BANKASI ANONIM SIRKETI CLASS C
CETV CENTRAL EUROPEAN MEDIA ENTERPRISES LTD. CL A
GWI GLOBALWORTH REAL ESTATE INVESTMENTS LIMITED
STCK STOCK SPIRITS GROUP
EVR EVRAZ PLC
SPL SANTANDER BANK POLSKA SA
BSK ING BANK SLASKI S.A.
MTELEKOM MAGYAR TELEKOM TELECOMMUNICATIONS
KTY GRUPA KETY SA
TPS ORANGE POLSKA S.A.
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
MYTIL MYTILINEOS S.A.
SAR GR. SARANTIS S.A.
LPP LPP S.A.
SPI S IMMO AG
AKBNK AKBANK TAS
ASELS ASELSAN ELEKTRONIK SANAYI VE TICARET A.S. CLASS B
EREGL EREGLI DEMIR YE CELIK FABRIKALARI T.A.S.
CCC CCC SA
CIE CIECH S.A.
GTC GLOBE TRADE CENTRE S.A.
DOM DOM DEVELOPMENT SA
TENERGY TERNA ENERGY S.A.
ENA ENEA S.A.
BIZIM BIZIM TOPTAN SATIS MAGAZALARI AS
BFT BENEFIT SYSTEMS S.A. ALLOTMENT
PGE PGE POLSKA GRUPA ENERGETYCZNA S.A.
EKGYO EMLAK KONUT GAYRIMENKUL YATIRIM ORTAKLIGI A.G.
NOG NOSTRUM OIL & GAS PLC
LVC LIVECHAT SOFTWARE SA
TPEIR PIRAEUS BANK SA
PPC PUBLIC POWER CORPORATION S.A.
OTP OTP BANK NYRT
CAR INTER CARS S.A.
FROTO FORD OTOMOTIV SANAYI A.S.
TUPRS TURKIYE PETROL RAFINERILERI A.S.
EUR EUROCASH S.A.
PJP X5 RETAIL GROUP N.V. SPONSORED GDR REGS
LTS GRUPA LOTOS S.A.
VAKBN TURKIYE VAKIFLAR BANKASI TURK ANONIM ORTAKLIGI
ECH ECHO INVESTMENT
FMF FAMUR SA
CPS CYFROWY POLSAT SA
GPW WARSAW STOCK EXCHANGE
RTKM ROSTELECOM PJSC
MTSS MOBILE TELESYSTEMS PJSC
TPE TAURON POLSKA ENERGIA S.A.
MDG MEDICALGORITHMICS SA
CCH COCA-COLA HBC AG
PKP PKP CARGO
HB HELLENIC BANK LTD.
SAB1L SIAULIU BANKAS
TLV BANCA TRANSILVANIA S.A.
NVTK NOVATEK JSC SPONSORED GDR REGS
N7MG NLMK (GDR)
TELEC O2 CZECH REPUBLIC A.S.
TOFAS TOFAS TURK OTOMOBIL FABRIKASI A.S.
5M71 MAGNIT PJSC SPONSORED GDR REGS
MMK MAGNITOGORSK IRON & STEEL WORKS (GDR)
MOEX MOSCOW EXCHANGE MICEX-RTS PJSC
PLY PLAY COMMUNICATIONS SA
PFL PFLEIDERER GROUP SA
LKODN OIL COMPANY LUKOIL PJSC SPONSORED ADR
OGZD GAZPROM (GDR)
NIIS NAFTNA INDUSTRIJA SRBIJE NOVA SAD
DNP DINO POLSKA S.A.
NBGGY NATIONAL BANK OF GREECE S.A. ADS
FTE FORTE
19XX NEPI ROCKCASTLE PLC
DPEU DP EURASIA
ALPHA ALPHA BANK
SBNC SBERBANK RUSSIA PJSC SPONSORED ADR
M MED LIFE
SFG SPHERA FRANCHISE GROUP SA
ELPE HELLENIC PETROLEUM
CGEO GEORGIA CAPITAL
IIA IMMOFINANZ AG
NLBR NLB GROUP
LNTR LENTA INTERNATIONAL PJSC
- Research Team
Focus: Turkey macro - borrowing cost update; Kruk’s solid 1Q19 deliv...
HEADLINES: • Turkey macro: borrowing cost update • Kruk: solid 1Q19 delivery POSITIVE • Hellenic Bank: full-year results post Coop acquisition and capital issue • Novatek: 1Q19 results - earnings better, although FCF not as strong as expected NEUTRAL • Lenta: 1Q19 revenues up 6% on 5% lfl growth NEUTRAL • X5: 1Q19 results above expectations POSITIVE • NIS: 1Q19 results review - weak, as expected NEUTRAL • Bank Pekao: reaches agreement with the trade unions on the group layoffs ...
KRU KRUK S.A.
EBS ERSTE GROUP BANK AG
PJP X5 RETAIL GROUP N.V. SPONSORED GDR REGS
HB HELLENIC BANK LTD.
SAB1L SIAULIU BANKAS
NVTK NOVATEK JSC SPONSORED GDR REGS
TELEC O2 CZECH REPUBLIC A.S.
MOEX MOSCOW EXCHANGE MICEX-RTS PJSC
OGZD GAZPROM (GDR)
NIIS NAFTNA INDUSTRIJA SRBIJE NOVA SAD
LNTR LENTA INTERNATIONAL PJSC
- Research Team
Focus: LPP’s 4Q18 in line with prelims, 2019E rollout guidance above...
HEADLINES: • LPP: 4Q18 in line with prelims, 2019E rollout guidance above expectations NEUTRAL • Immofinanz: 2018 results - a transition year NEUTRAL • Sarantis: FY18 results - delivering growth in line with strategy POSITIVE • Turkey macro: little news is good news • EME Macro/Strategy: Brexit and business cycle update • Krka: proposes EUR 3.2/share dividend (current yield 5.5%) POSITIVE • Lenta: minorities push to negotiate with Magnit POSITIVE • Mobile TeleSystems: to pay a ...
- Research Team
Focus: CCC’s March sales up 86% yoy; LPP’s 1Q19 a touch above cons...
HEADLINES: • CCC: March sales up 86% yoy POSITIVE • LPP: 1Q19 a touch above consensus POSITIVE • Sphera Franchise Group: 2019E budget - strong top-line growth, profitability still under pressure • Dino: 33 new store additions in 1Q19 POSITIVE • Lenta: USD 3.6/GDR bid from Severgroup POSITIVE • Ciech: higher price of steam in new annex signed with CET Govora (Romania) NEGATIVE • LiveChat Software: net adds of 335 in March 2019 POSITIVE • Polish telecoms: UKE plans to distribute 3...
- Research Team
Focus: AmRest – Finaccess buying out funders at a 26% premium, no te...
HEADLINES: • AmRest: Finaccess buying out funders at a 26% premium; no tender call for minorities POSITIVE • CA Immo: FY18 results - strong performance, FFO reaches EUR 118.5m POSITIVE • OPAP: 4Q18 - strong EBITDA and DPS growth • 11 bit studios: 4Q18 results in line with estimates, beat vs. consensus NEUTRAL • Kety: 1Q19 prelims - solid top-line growth, but profitability erodes amid higher costs NEGATIVE • Lenta: potential takeover by Severstal's owner POSITIVE • Tatneft: 4Q18E r...
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