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EUR 177.00
TLV Banca Transilva...
SNG Societatea Nati... ... (+5)

Weekly Picks on Bucharest Stock Exchange, July 15, 2019

Dear all, Please find attached our latest Weekly Picks report.

TLV BANCA TRANSILVANIA S.A.
SNG SOCIETATEA NATIONALA DE GAZE NATURALE ROMGAZ SA
SNP PETROM S.A.
SNN SOCIETATEA NATIONALA NUCLEARELECTRICA SA
ELSA SOCIETATEA ENERGETICA ELECTRICA
07/15/19 July 15, 2019 2 EN
EUR 450.00
TEL C.N.T.E.E. Tran...

TEL RO | Massive CAPEX plan is essential for profit recovery | SELL

We reiterate our SELL recommendation on Transelectrica with a target price of RON 17.1 per share.

TEL C.N.T.E.E. TRANSELECTRICA
06/26/19 June 26, 2019 14 EN
EUR 450.00
SNN Societatea Nati...

SNN RO | Dirt-cheap | Double digit DIVYs for less than 2x FY'19e EBIT...

Dirt-cheap | Double digit DIVYs for less than 2x FY'19e EBITDA | FY'19 Best year ever We update our view on Nuclearelectrica with a STRONG BUY recommendation and a target price of RON 13.90 per share.

SNN SOCIETATEA NATIONALA NUCLEARELECTRICA SA
06/14/19 June 14, 2019 19 EN
Daniela Mandru
  • Daniela Mandru
EUR 450.00
SNG Societatea Nati...

SNG RO| TP: RON 30.01/share| NEUTRAL

Better-than-expected gas prices and lowering exploration expense * We update our view on Romgaz with a NEUTRAL recommendation and a target price per share of RON 30.01, up from RON 24.97 (TP ex-dividend) previously. We revised our FY’19 net profit estimate up from RON 1,044m previously to RON 1,212m (-11% Y/Y) on higher-than-initially expected gas prices and on lowering exploration expenses.  

SNG SOCIETATEA NATIONALA DE GAZE NATURALE ROMGAZ SA
06/07/19 June 7, 2019 6 EN
Daniela Mandru
  • Daniela Mandru
EUR 450.00
SNP PETROM S.A.

SNP RO | 15% Upside| Significant upward revision to FY'19E net | BUY

Cheap | Significant upward revision to FY'19E net * We update our view on OMV Petrom with a BUY recommendation and a target price per share of RON 0.449, up from RON 0.392 (TP ex-dividend) previously. We revised FY’19 net profit estimate up from RON 2,856m previously to RON 4,009m (-2% Y/Y) on higher-than-initially expected oil&gas prices and on strong USD appreciation against RON

06/07/19 June 7, 2019 7 EN
Daniela Mandru
  • Daniela Mandru
EUR 450.00
FP S.C. Fondul Pro...

FP RO Update | TP:RON 1.066/share | 7% Upside | NEUTRAL

Favourable power prices | Oil price and RRR decline to be smoother than initially expected | 9% DIVY  We update our view on Fondul Proprietatea with a NEUTRAL recommendation and a target price of RON 1.0660 per share. For 2019, the GSM approved a DPS of RON 0.0903 (June 7 Ex-Date) implying a DIVY of 9.1% if last close considered.

FP S.C. FONDUL PROPRIETATEA S.A.
05/30/19 May 30, 2019 13 EN
Daniela Mandru
  • Daniela Mandru
EUR 450.00
SNG Societatea Nati...

SNG RO Update | TP: RON 29.14/share | NEUTRAL | Negative one-offs impa...

One-off of more than RON 150m to negatively impact the end result in 2019 We update our view on SNG RO with a NEUTRAL recommendation and a target price of RON 29.14. Ex-dividend (RON 4.17 per share) our target price would adjust to RON 24.97 per share.

SNG SOCIETATEA NATIONALA DE GAZE NATURALE ROMGAZ SA
05/09/19 May 9, 2019 6 EN
EUR 450.00
ELSA Societatea Ener...

EL RO Update | TP: RON 12.86 | NEUTRAL

Limited upside potential We update our view on Electrica with a NEUTRAL recommendation and a target price of RON 12.86 per share. Ex-dividend, our TP would adjust to RON 12.13/share.

ELSA SOCIETATEA ENERGETICA ELECTRICA
04/15/19 April 15, 2019 15 EN
Daniela Mandru
  • Daniela Mandru
EUR 450.00
BRD BRD-Groupe Soci...

BRD RO Update | TP: RON 14.85 | NEUTRAL

Net to drop mainly impacted by lower provisions reversals | Assets tax expected at RON 83m * We update our view on BRD RO with a NEUTRAL recommendation and a target price of RON 14.85 per share. Ex-dividend our target price would adjust to RON 13.21 per share.  

BRD BRD-GROUPE SOCIETE GENERALE
04/08/19 April 8, 2019 7 EN
EUR 450.00
TLV Banca Transilva...

TLV RO Update | TP: RON 2.23 | NEUTRAL

Assets tax to prevent double-digits net growth * We update our view on TLV RO with a NEUTRAL recommendation and a target price of RON 2.23 per share.

TLV BANCA TRANSILVANIA S.A.
04/04/19 April 4, 2019 6 EN
Daniela Mandru
  • Daniela Mandru
EUR 450.00
SNP PETROM S.A.

SNP RO Update | TP: RON 0.419/share | BUY

Minimum 7% DIVY guaranteed “à la longue” for 3x EBITDA * We update our view on OMV Petrom with a BUY recommendation and a target price of RON 0.419 per share. Ex-dividend, our TP would adjust to RON 0.392/share.

03/20/19 March 20, 2019 7 EN
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