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 23.02.2018
23.02.2018 | EIB: Još 20 miliona evra za podršku malim firmama; Srbija uspešno sprovela trogodišnji aranžman sa Međunarodnim monetarnim fondom - Novi program neće biti finansijski; EIB analizira opravdanost autoputa Niš-Merdare-Priština - Odobrenje za prvu deonicu vrednu 240 mil EUR u drugoj polovini 2018.; SBITOP izgubio 0,27%; NASDAQ u minusu četvrti dan uzastopce, S&P500 tek u blagom plusu, Evropa takođe jedva u plusu
Daily Report 23.02.2018
23.02.2018 | EIB to provide 20 mln euro SME loan guarantee facility to Serbian banks; Serbia successfully completes three-year arrangement with International Monetary Fund – New program not to be financial; EIB analyzing feasibility of Nis-Merdare-Pristina highway – Approval for first section worth EUR 240 million in the second half of 2018; SBITOP lost 0.27 percent; Nasdaq closes lower for fourth straight day, S&P 500 hangs on to slight gain, European markets recover losses by close, Barclays up over 4%
Dnevni izveštaj 22.02.2018
22.02.2018 | Potpisivanje protokola o rekonstrukciji pruge Beograd-Zagreb 5. marta; Za kapitalni remont bloka TENT A4 oko 53,5 mil EUR - Početak radova u martu 2018.; AERO: IndiGo vidi potencijal za letove između Indije i Srbije - Kompanija planira širenje na evropsko tržište; SBITOP izgubio 0,37%; Slovenački PPI stabilan na 2,2% u januaru; Stopa nezaposlenosti u Sloveniji pala na 9% u decembru; Kamate rastu nakon izveštaja iz FED-a, Dow izgubio 150 poena, Evropa u plusu, Glencore skočio 5,7%
Daily Report 22.02.2018
22.02.2018 | Protocol on reconstruction of Belgrade-Zagreb railway to be signed on March 5; Around EUR 53.5m for overhaul of TENT A4 unit – Works to begin in March 2018; AERO: IndiGo sees potential in flights between India and Serbia – Company planning to expand to European market; SBITOP index lost -0.37 percent; Slovenia Producer Price Inflation Steady at 2.2% in January; Slovenia Jobless Rate Declines to 9% in December; Dow closes more than 150 points lower after 10-year yield hits 4-year high on Fed minutes, European stocks swing to close higher, Glencore rises 5.7%
Dnevni izveštaj 21.02.2018
21.02.2018 | NIIS: NIS će objaviti rezultate u utorak 27. februara; Ishod privatizacije RTB Bor poznat u prvoj polovini 2018. - Zatvaranje transakcije do kraja godine; Prioriteti Srbije u oblasti saobraćaja su završetak izgradnje i modernizacija ključnih koridora; SBITOP korigovan za 0,59%; Dow izgubio 254 poena, povučen snažnim padom na Walmartu, Evropa završila dan u pozitivnom tonu, prateći dobre kompanijske objave
Daily Report 21.02.2018
21.02.2018 | NIIS: NIS to report FY 2017/4Q17 numbers on 27th February; Results of privatization of RTB Bor to be known in the first half of 2018 - Transaction to be completed by the end of the year; Serbia’s priorities in transportation sector are modernization and completion of corridor routes; SBITOP lost 0.59 percent; Dow closes 254 points lower as Walmart posts worst day since January 1988, Europe finishes on a positive note amid strong earnings, HSBC shares fall 3%
Dnevni izveštaj 20.02.2018
20.02.2018 | Država trenutno ne razmatra prodaju Telekoma; Spoljnotrgovinska razmena Srbije sa Rusijom 2,5 milijarde USD u 2017.; Rekonstrukcija pruge Beograd-Zagreb mogla bi da počne 2019. godine; SBITOP dobio 0,96%; SIJ izabrala novog člana uprave; Evropa u minusu na malim obimima, NYSE juče zatvorena
Daily Report 20.02.2018
20.02.2018 | State not considering selling Telekom at the moment; Foreign trade of Serbia with Russia amounts to USD 2.5 billion in 2017; Reconstruction of Belgrade-Zagreb railway might start in 2019; SBITOP gained 0.96 percent; New board mambers at SIJ; European markets close lower amid light trading volumes
Dnevni izveštaj 19.02.2018
19.02.2018 | Delta Holding u pregovorima oko kupovine zemljišta za izgradnju hotela u Zagrebu; Leoni otvara četvrtu fabriku u Srbiji; Rekordna robna razmena Srbije i BiH u 2017. godini - Za dalji rast neophodno ukidanje vancarinskih barijera; SBITOP dobio 0,51%; Telekom Slovenije postao 100% vlasnike firme IPKO Telecommunications LLC; Američki indeksi ostvarili najveći nedeljni skok još od 2013, Evropa u pozitivnom tonu posle objava rezultata, Stoxx600 skočio 1,1%
Daily Report 19.02.2018
19.02.2018 | Serbia's Delta Holding in talks to buy land for Zagreb InterContinental hotel - report; Germany's Leoni to open fourth factory in Serbia; Record merchandise trade between Serbia and B&H in 2017 – Abolition of non-customs barriers necessary for further growth; SBITOP gained 0,51 percent; Telekom Slovenije, dd, became the 100% owner of IPKO Telecommunications LLC; Stocks close higher, post biggest weekly gain since 2013, European stocks close higher after strong earnings, Stoxx 600 up 1.1%