Weekly overview 05.03.-09.03.2018
Datum objave: 12.03.2018
Another one weekly session in red at Belgrade Stock Exchange. This was the sixth week in a row of declining trend. BELEX15 lost 0.91%, while broad BELEXline was down 0.96% w/w. Decline was led by Komercijalna Banka, Energoprojekt and Metalac. Total trade volume was at EUR 23.5m, out of which EUR 6.7m was related to stocks. However, most of this was on the back of block takeover transaction at Energoprojekt Garant. This insurance company was acquired by Slovenian peer SavaRe, for RSD 746m (93% stake).
If we exclude mentioned block transaction, NIS (NIIS) was the most traded name, with RSD 19.9m in volume, while its stock price was up 0.84% w/w. The company, reported RSD 27bn in its FY 2017 net profit, several days ago up 80% y/y, which was in line with expectations.
Komercijalna Banka (KMBN) was also among top traded with RSD 11.5m in volume, while its stock price was down 5.9% w/w. At the moment decline at the stock was even higher but it partly recovered by the end of the week behind. The bank managed to end 2017 with solid net profit, after it completed credit portfolio restructuring. This may be the year of privatization for the bank and investors will look forward to see any news on this field.
Other top traded names, were fare below two mentioned in terms of delivered volumes. Belgrade Airport saw RSD 6.1m in volume, while Fitofarmacija (FITO) and Jedinstvo (JESV) only RSD 1.3 and RSD 1.0m respectively. Jedinstvo bought back additional 100 of its own shares at a price of RSD 5,000 per share, last week. In total, the company now holds 20,604 own shares, which is 6.76%.
Dnevni izveštaj 21.03.2019
21.03.2019 | Tržište rada na Zapadnom Balkanu beleži bolje rezultate; Agrana ponovo o dolasku u Srbiju tek kada se stabilizuje cena šećera; Takse dovele sporazum CEFTA u pitanje, moguće da se oformi CEFTA plus; Dow pao više od 100 poena, FED neće podizati stopu do kraja godine, Brexit oborio evropske indekse, Bayer izgubio preko 9%
Daily Report 21.03.2019
21.03.2019 | W. Balkans labour market improvements decelerate; Agrana to consider coming to Serbia only after sugar prices stabilize; CEFTA "needs recovery to stay alive"; Dow drops more than 100 points, led by banks, after the Fed signals no rate hikes this year, Brexit drags European markets lower, Bayer shares tumble, Sterling slips
Dnevni izveštaj 20.03.2019
20.03.2019 | EIB: Politička stabilnost neophodna svim investitorima; U prva dva mesec suficit republičkog budžeta, javni dug smanjen na 50,4% BDP-a; Folksvagen seli ukrajinski pogon u Srbiju?; Novi talas nesigurnosti oko pregovora SAD i Kine oborio Dow i S&P500, Auto sektor vodio rast u Evropi
Daily Report 20.03.2019
20.03.2019 | EIB: Political stability a must for all investors; Country’s budget saw 22.2 bln dinar surplus instead of deficit in two months 2019; VW mulls moving Ukrainian factory to Serbia; Dow snaps 4-day winning streak as Apple falls and trade worries flare up again, Autos stocks lead gains as European markets move higher, Danske Bank shares dive
Dnevni izveštaj 19.03.2019
19.03.2019 | Gazpromneft zainteresovan za kupovinu Petrohemije; Mogući kontakti sa Volkswagenom već ove nedelje; Krajem marta počinje gradnja autoputa do Požege; Indeksu u Americi u zelenom, Boeing sprečio značajniji rast, Evropa u plusu, Commerzbank i Deutsche Bank u fokusu
Daily Report 19.03.2019
19.03.2019 | Gazpromneft interested in purchasing Petrohemija; Serbian president announces possibility of talks with Volkswagen for this week; Construction of highway to Pozega to begin in late March; Dow posts 4-day winning streak, but gains capped as Boeing slides, European markets close higher, Deutsche Bank and Commerzbank shares jump amid merger talks
Nedeljni pregled 11.03.-15.03.2019
18.03.2019 | Nedeljni pregled tržišta 11-15.mart 2019.
Weekly overview 11.03.-15.03.2019
18.03.2019 | BELEX15 extends weekly gains
Dnevni izveštaj 15.03.2019
15.03.2019 | Dobit NBS 30,66 milijardi dinara u 2018. godini; Predsdenik očekuje da izgradnja Moravskog koridora počne u najkraćem roku; EIB: Srbija bolja investiciona destinacija, ali reforme treba završiti; Slabija prodaja novih kuća u SAD oborila tamošnje indekse, Evropa u plusu, Lufthansa izgubila 6%
Daily Report 15.03.2019
15.03.2019 | NBS records 30.66 bln dinar after-tax profit in 2018; Vucic discusses projects wtih Bechtel-Enka reps; EIB: Serbia better for investments, reforms must be finished; S&P 500 and Nasdaq snap 3-day winning streak, Facebook shares slide, Europe markets close higher amid Brexit confusion, Lufthansa shares fall 6%