Weekly overview 10.04.-13.04.2018
Datum objave: 16.04.2018
Leading indices at BELEX stock market were in red on a weekly basis again. BELEX15 lost 0.26%, while broad BELEXline was down 0.75%. Trade volume, when speaking about stocks, was at EUR 608ths. The week behind, was shortened due to Easter days.
The most traded stocks were Alfa Plam (ALFA) and Komercijalna Banka (KMBN), since they delivered RSD 41.3m and RSD 11m in volume respectively. Alfa reported nearly flat net profit for FY 2017, while sales were up by 9.3%. Operating profit was up 20.6%, due to higher margin. We saw no new events at Komercijalna Banka.
All other stocks, such Metalac (MTLC), Belgrade Airport (AERO) and NIS (NIIS), even though ranked in top five traded, delivered much smaller volumes versus the first tow mentioned names. In average they delivered RSD 4-5m in volume, each.
Jubmes Banka (JMBN), which lost 2.9%, was not among most traded, but it was worth mentioning since the state expressed an interest to privatize it and sell its stake. Namely, in the capacity of the representative of the state as a shareholder in Jubmes Bank (JMBN) in Belgrade, the Ministry of Finance of Serbia has initiated market research related to the sale of the state-owned shares of the bank. As stated on the site of the Ministry of Finance, the aim is to estimate the public interest of potential investors in a potential transaction and the terms of the sale of 58,287 regular shares with voting rights that the state owns in Jubmes Banka. Potential investors, the ministry says, should submit their statements of interest within 30 days, following which they will be sent “a set of relevant data on Jubmes Banka”.
Dnevni izveštaj 10.12.2018
10.12.2018 | ENHL: Energoprojekt ugovorio nove poslove u Peruu vredne 9,3 miliona EUR; Ubrzo završetak pregovora Rusije sa Srbijom o povlašćenoj trgovini; Usvojen budžet za 2019.; Sberbank prodaje svoj udeo u Agrokoru - Kompanija perspektivna za arapske investitore; Novi minusi na Wall Streetu, Evropa u plusu
Daily Report 10.12.2018
10.12.2018 | ENHL: Energoprojekt reported two new contracts form Peru, worth EUR 9.3m; Negotiations between Russia and Serbia on preferential trade to be completed soon, Putin says; National Assembly adopts Serbia's state budget for 2019; Sberbank to sell its Agrokor stake – Arab investors interested; Dow rebounds from 780-point plunge, ends day just slightly lower on report Fed may pause hikes, European markets close at 2-year low, Stoxx 600 slips 3.3 percent, European markets close higher to cap wild week, Fresenius SE shares tank 17%
Dnevni izveštaj 07.12.2018
07.12.2018 | NBS: Referentna kamatna stopa zadržana na nepromenjenom nivou; Kvota za izvoz govedine u Tursku od 2019. veća za 40%; AERO: Francuski ASL Airlines otvara liniju Beograd – Pariz; RTB Bor za sedam odsto povećao izvoz u odnosu na prošlu godinu; Dow u blažem minusu nakon najave da će FED možda pauzirati podizanje kamatne stope, Evropske berze blizu dvogodišnjeg minimuma
Daily Report 07.12.2018
07.12.2018 | NBS: Key policy rate unchanged; Quota for export of beef to Turkey to be higher by 40% from 2019; ASL Airlines France to operate Paris – Belgrade flights during next summer; Serbia’s RTB Bor increases exports; Dow rebounds from 780-point plunge, ends day just slightly lower on report Fed may pause hikes, European markets close at 2-year low, Stoxx 600 slips 3.3 percent
Dnevni izveštaj 06.12.2018
06.12.2018 | Nema razloga da vlada preispituje odluku Telekoma o kupovini Kopernikusa; Konzorcijum rekonstruiše brodsku prevodnicu "Đerdapa 1"; Razmena Italije i Srbije stiže do rekordne 4 milijarde evra; Al Dahri odobrena kupovina PKB i zavisnih preduzeća; Berze u SAD zatvorene, Evropa opet u solidnim minusima
Daily Report 06.12.2018
06.12.2018 | No reason for the government to question the decision of Telekom on the purchase of Kopernikus; Germany's DSD Noell to reconstruct Serbia's Djerdap 1 HPP ship locks; Trade between Italy and Serbia could reach 4bln euro by year end; Al Dahra given official approval to take over PKB; NYSE closed; European stocks fall more than 1 percent amid rising trade war fears
Dnevni izveštaj 05.12.2018
05.12.2018 | Srbija za dan smanjila javni dug za milijardu dolara; Od sledeće godine i dileri obaraju javni dug Srbije; Kineska kompanija Ziđin zvanično preuzima RTB Bor 18. Decembra; Grupa NLB: Neto dobit u devet meseci pala 14%; Dow u teškom minusu zbog strahovanja od recesije, Evropa u minusu
Daily Report 05.12.2018
05.12.2018 | Serbia reduces public debt by USD 1 billion in a day; Dealers to contribute to reduction of Serbia's public debt from 2019; China's Zijin to officially take over RTB Bor on December 18; Slovenia's NLB Group posts 14% drop in Jan-Sept after-tax profit; Dow plunges nearly 800 points on rising fears of an economic slowdown, Autos drag European markets lower amid worries over US-China trade truce
Dnevni izveštaj 04.12.2018
04.12.2018 | AERO: Povećan broj putnika na Aerodromu Nikola Tesla - Neto dobit u prvih 11 meseci porasla za 2%; EPS-ova struja za privredu poskupljuje 20%; Srbija dostavila dokumente za Turski tok - Izgradnja gasovoda do decembra 2019. godine?; Svetska Banka izdvaja 200-300 miliona EUR za projekte u Srbiji; Dow skočio preko 250 poena nakon dogovora SAD i Kine od prekidu trgovinskih tenzija u narednih 90 dana, Evropa u plusu, vođena skokom na automobilima i rudarskim kompanijama
Daily Report 04.12.2018
04.12.2018 | AERO: Number of passengers at Nikola Tesla Airport increases – Net profit in first 11 months grows by 2%; EPS to start charging companies 20% more for electricity; Serbia submits documents for TurkStream – Gas pipeline to be built by December 2019?; World Bank preparing to invest up to 300 mln euro in 4 projects in Serbia in 2019; Dow jumps more than 250 points on US-China trade truce, Miners and autos surge 4% as European stocks rally