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 17.08.2018
17.08.2018 | NBS: Kriza u Turskoj neće ugroziti finansijsku stabilnost u Srbiji; Državne firme duguju EPS-u oko 200 miliona EUR - Na vrhu liste RTB Bor i Železara Smederevo; JESV: Jedinstvo Sevojno objavilo stabilne prihode i nešto veći neto profit za prvih šest meseci; Prosečna neto plata u Sloveniji porasla u junu realno za 0,6%; Dow u plusu 1,58% nakon nagoveštaja pregovara SAD-Kina, Evropa u plusu
Daily Report 17.08.2018
17.08.2018 | NBS: Serbia to remain unaffected by Turkish lira crisis; State companies owe EPS around EUR 200 million – List topped by RTB Bor and Zelezara Smederevo; JESV: Jedintsvo reported flat sales in 1H 2018; Slovenia's real average net wage growth unchanged in June; Dow posts biggest jump since April after US and China say trade talks to resume, European stocks closed higher on fresh trade talks between China and the US
Dnevni izveštaj 16.08.2018
16.08.2018 | NBS revidirala procenu rasta BDP-a u 2018. na četiri odsto; AERO: Aerodrom Beograd ostvario manje povećanje profita u prvih šest meseci tekuće godine; ENHL: Energoprojekt objavio dramatičan pad prihoda i neto dobiti prvih šest meseci tekuće godine; INA-i produžena licenca na koncesiji u Egiptu do 2023. godine; Dow izgubio preko 100 poena usled velikog pada na Macy-u, Evropa u minusu zbog Turske
Daily Report 16.08.2018
16.08.2018 | Serbian c-bank raises 2018 GDP growth forecast to 4.0%; AERO: Belgrade Airport reports symbolic jump in 1H 2018 net profit; ENHL: Energoprojekt reported poor 1H performances; Croatia's INA gets extension of licence at Ras Qattara concession in Egypt; Dow falls more than 100 points as tech stocks and Macy’s slide, European stocks close lower as Turkey crisis weighs on sentiment
Dnevni izveštaj 15.08.2018
15.08.2018 | Za PKB zainteresovana jedna firma, za RTB sedam; MTLC: Metalac posuđe ostvarilo rast prihoda u prvom polugođu od 3,5%; Pad turske lire imaće samo indirektan uticaj na Srbiju; SBITOP se oporavio 0,12%; Dow skočio preko 100 poena nakon stabilizacije lire, Evropa bez većih promena
Daily Report 15.08.2018
15.08.2018 | One company interested in PKB, seven eyeing RTB Bor; MTLC: Metalac cookware unit posted symbolic sales growth in 1H 2018; Crisis with lira will not affect Serbia directly; SBITOP gained 0.12%; Dow jumps more than 100 points, snaps 4-day slide as Turkish lira rebounds from record low, European markets close unchanged after an initial rebound from Turkey fears
Dnevni izveštaj 14.08.2018
14.08.2018 | NBS: Međugodišnja inflacija u julu 2,4%; Povišice plata i penzija i bez rebalansa budžeta; U 2019. počinje gradnja autoputa prema Prištini; Agrokor posluje iznad planova, Konzum na putu oporavka; Kriza u Turskoj i dalje negativno utiče na indekse u SAD i Evropi
Daily Report 14.08.2018
14.08.2018 | NBS: Annual inlfation in July at 2.4%; Salary and pension raises possible even without budget rebalance; Construction of highway towards Pristina to start in 2019; Croatia's Konzum posts 1H EBITDA above plan; Dow drops more than 100 points, posts 4-day losing streak as Turkey crisis continues to rattle investors, Europe closes under pressure as Turkey's deepening economic crisis sparks contagion fears, Bayer tanks 10.3%
Dnevni izveštaj 13.08.2018
13.08.2018 | NBS: Devizne rezerve u julu 11,4 milijarde EUR; Autoput za Republiku Srpsku i BiH da ide preko Šida; Moguće novo poskupljenje struje do kraja godine; EK odobrila Sloveniji prodaju NLB banke; Finansijska kriza u Turskoj oborila globalne berze u petak
Daily Report 13.08.2018
13.08.2018 | NBS: FX reserves in July at EUR 11.4bn; Highway to Republika Srpska and B&H to go through Sid; New arrangement with IMF conceals electricity price increase; EC approves Slovenia's plan to sell 75% minus one share of NLB by end-2019; Dow drops about 200 points as financial crisis in Turkey spooks global markets, Europe markets close lower on Turkey concerns, banks fall, Novozymes down 3%