Weekly overview 05.02.-09.02.2018
Datum objave: 12.02.2018
Ongoing volatility at stock exchanges, worldwide, affected BELEX market as well, even though not as such extend that we can see it as a single factor for weekly performances. Trade turnover was at EUR 1m, when speaking about equities, while bonds delivered EUR 1.2m in volume, which is very low volume as well. BELEX15 was down 1.34% w/w, while BELEXline lost 1.22% w/w.
The most traded name was Jedinstvo Sevojno (JESV), with RSD 37m in volume. The stock price remained flat at RSD 5,000 per share, while most of volume was executed on Thursday. We saw no specific corporate news from the company. The last thing we know is that huge agreement on TENT desulphation process has been signed earlier in autumn 2017, while execution should be started latter this year.
Fitofarmacija (FITO), plant protection applications, manufacturer, was also among more traded with RSD 24m in volume, while its stock price was up 1.1% w/w. The stock is among more traded over the last several weeks. The result reported for 1H period suggests that full year growth will be at a low single digit level.
NIS (NIIS) saw RSD 18m in volume, while its stock price was down 1.1% w/w. Crude oil price was down during the week behind, which is not favorable event for the company. In addition, Jadranski Naftovod (JANAF) announced on Monday, February 5, 2018, that its new contracts with NIS and the Hungarian MOL group were worth HRK 500 million (around EUR 67 million). At the beginning of the business year 2018, JANAF continues intensive business activities in the international market and contracts new jobs with foreign partners – Naftna Industrija Srbije, owned by Gazpromneft, and MOL Group – the press release says.
Energoprojekt (ENHL) and Belgrade Airport (AERO) were also among more traded names, with RSD 8.2m and RSD 5.3m in volume, respectively. Belgrade Airport remained stable at near RSD 1,800 per share, while Energoprojekt was down 7.8% w/w, dragging the BELEX15 index lower on a weekly basis.
Dnevni izveštaj 14.11.2018
14.11.2018 | NBS: Međugodišnja inflacija u oktobru 2,2%; Devizne rezerve u oktobru 11,5 milijarde EUR; AERO: Francuski Vinci uskoro zvanično preuzima beogradski aerodrom; Fintel na listingu od 20. novembra; Dow u novom minusu, Evropa u plusu u iščekivanju novih pregovora SAD-Kina
Daily Report 14.11.2018
14.11.2018 | NBS: Annual inflation in October at 2.2%; FX reserves in October at EUR 11.5bn; AERO: Belgrade Airport goes officially under concession over the next few weeks; Fintel energija to be listed on 20th November; Dow falls in wild session as Wall Street fails to recover from sharp losses, European stocks higher on US-China trade hopes, oil prices in focus
Dnevni izveštaj 12.11.2018
12.11.2018 | BELEX zatvoren zbog praznika; Zabrinutost oko usporavanja globalnog rasta oborila indekse u Americi, Evropa u minusu nakon odluke FED-a
Daily Report 12.11.2018
12.11.2018 | BELEX closed due to holiday; Dow drops 200 points on worries about slowing global economic growth, European stocks close lower after Fed meeting, Italy's Tria unflinching on 2019 budget
Dnevni izveštaj 09.11.2018
09.11.2018 | NBS: Referentna kamatna stopa zadržana na nepromenjenom nivou; Uskoro rešenje za Ikarbus, Lastu, BIP, FAM Kruševac i Luku Novi Sad; Hainan Airlines ukida liniju Peking-Beograd?; Ograničen najniži kupovni i najviši prodajni kurs evra; FED ostaje na kursu podizanja kamatne stope - indeksi u minusu, Evropa stagnirala
Daily Report 09.11.2018
09.11.2018 | NBS: Key policy rate kept unchanged; Solutions for Ikarbus, Lasta, BIP, FAM Krusevac and Port of Novi Sad soon; Hainan Airlines to cancel Beijing-Belgrade air service?; Range of euro exchange rates limited; S&P 500 snaps 3-day winning streak as the Fed looks to stay the course on raising rates, European markets close flat ahead of Fed decision, SocGen up 2.5%
Dnevni izveštaj 08.11.2018
08.11.2018 | Miroljub Aleksić zainteresovan za kupovinu Jubmes banke; Napredak Srbije u oblasti nekretnina prema Globalnom indeksu transparentnosti; Moguće otvaranje direktne linije Beograd-Toronto do kraja 2020. godine - Odluku donosi Air Serbia; PM Brnabic expects approx. 28 bln dinar budget surplus; S&P500 i Dow u uzletu nakon rezultata izbora, Evropa takođe u plusu
Daily Report 08.11.2018
08.11.2018 | Miroljub Aleksic interested in purchasing Jubmes Bank; Serbia makes progress according to Global Real Estate Transparency Index; Potential launch of direct Belgrade-Toronto service by end-2020 – Decision up to Air Serbia; Premijerka očekuje suficit u budžetu od 28 milijardi dinara; S&P 500 and Dow surge in best rally after midterm elections since 1982, Europe markets higher following US midterm elections, Delivery Hero up 8%
Dnevni izveštaj 07.11.2018
07.11.2018 | U budžetu za 2019. godinu 30 milijardi dinara više za infrastrukturu; Najviše subvencija u 2019. godini namenjeno poljoprivredi - Agraru bar 36,2 milijarde dinara; Kopernikus kupljen za oko 200 miliona evra; ENHL: Energoprojekt prijavio novi posao u Srbiji vredan 711 miliona RSD; Dow u plusu preko 170 poena – izbori u fokusu, Evropa u crvenom
Daily Report 07.11.2018
07.11.2018 | RSD 30 billion more for infrastructure in 2019 budget; Most subsidies in 2019 meant for agriculture – At least RSD 36.2 billion for agrarian sector; Kopernikus bought for around EUR 200 million?; ENHL: Energoprojekt contracted RSD 711m worth job in Serbia; Dow rises more than 170 points as Wall Street awaits midterm election results, European markets close lower amid political uncertainty