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 15.02.2019
15.02.2019 | BELEX zatvoren zbog državnog praznika; aaa; Podaci o slabim performansama maloprodaje u SAD oborili indekse u Americi i Evropi
Daily Report 15.02.2019
15.02.2019 | BELEX closed due to national holiday; aaa; European markets close lower after US retail sales disappoint
Dnevni izveštaj 14.02.2019
14.02.2019 | AERO: Cilj koncesionara beogradskog Aerodroma Nikola Tesla 15 miliona putnika godišnje; NBS: Neto priliv stranih direktnih investicija 3,2 mlrd evra u 2018.; NBS očekuje rast BDP-a od 3,5 odsto u 2019. godini; JESV: Počela izgradnja postrojenja za odsumporavanje dimnih gasova, Jedinstvo izvodi radove vredne 95 miliona EUR; Dow u plusu, fokus ostaje na SAD-Kina pregovorima, Evropa u zelenom, Osram skočio preko 14% zbog spekulacija o preuzimanju
Daily Report 14.02.2019
14.02.2019 | AERO: Nikola Tesla Airport concessionaire aims at 15 million passengers a year; NBS: FDI net inflow EUR 3.2bn in 2018; NBS expects 3.5% GDP growth rate in 2019 and 4% for 2020; JESV: Jedinstvo started desuplhation project at TENT; Dow rises for second straight day as Wall Street cheers for possible US-China trade deal, Europe closes higher amid US-China trade deal hopes, Osram surges on takeover talks
Dnevni izveštaj 13.02.2019
13.02.2019 | Gradnja Moravskog koridora moguća krajem leta - Rok za izvođenje radova najmanje dve i po godine; Srbija u 2018. oborila rekord - Iz Kine stiglo 102.000 turista; Devizne rezerve NBS porasle u januaru na 11,34 milijarde evra; Koncesija na Aerodromu Beograd doneće moderan menadžment kompaniji; Izbegnuta nova blokada validnih institucija u SAD podigla indekse na Wall Streetu, Evropske berze u plusu, Michelin skočio 13%
Daily Report 13.02.2019
13.02.2019 | Construction of Morava Corridor might start in late summer – Work completion deadline period at least two and a half years; Serbia breaks record in 2018 – 102,000 tourists arrive from China; NBS FX reserves in January at EUR 11.3bn; Airport concession to bring modern management; Dow rallies more than 350 points on tentative deal to avoid government shutdown, trade hopes, European stocks close higher on US-China trade optimism, Michelin climbs 13%
Dnevni izveštaj 12.02.2019
12.02.2019 | Ministar finansija razgovarao sa direktorom EIB o finansiranju važnih projekata; Sektor građevinarstva porastao 13,9% u 2018.; ZF otvara fabriku u Pančevu krajem aprila; Beogradu nedostaje više od 100.000 kvadrata stambenog prostora; Iščekivanja u vezi ishoda pregovara SAD i Kine i dalje u fokusu investitora, Dow u minusu, ostali indeksi mahom u zelenom
Daily Report 12.02.2019
12.02.2019 | EIB to invest EUR 100mln in Serbian healthcare, infrastructure and education; Construction activity 13.9% higher than in 2017; ZTF to open factory in Pancevo in late April; Belgrade lacks more than 100,000 square meters of residential space; Dow slips as Wall Street weighs US-China trade talks, European stocks close higher ahead of US-China trade talks, Italian banks gain
Dnevni izveštaj 11.02.2019
11.02.2019 | AERO: Vinci 13. februara predstavlja planove za beogradski aerodrom; U kompaniji Bechtel se nadaju da će izgradnja Moravskog koridora početi 2019. godine; Srbija spremna za izgradnju Turskog toka; Cilj Telekoma je 1,5 miliona korisnika i triput veći profit; Oslabljeni izgledi za postizanje sporazuma SAD-Kina, Dow u minusu, Evropa pod prodajnim priotsiokom
Daily Report 11.02.2019
11.02.2019 | AERO: Vinci to present plans for Belgrade Airport on February 13; Bechtel hopes for construction of Morava Corridor to begin by 2019; Serbia ready to start construction of TurkStream section; Telekom Srbija's goal 1.5 mln subscribers; Dow falls amid lingering fears over US-China trade and global growth, Europe closes lower amid heightened US-China trade tensions, Wirecard falls 15%