WallStWiseTalks

An investor keenly watching and analyzing the European and US stock markets, seeking opportunities across both dynamic regions.

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Goodbye UTP, Hello WATS: The GPW is upgrading its core trading system this weekend. Friendly reminder to update your broker app and manually re-enter your active orders on Monday morning!
#GPW #WATS

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@Moje_Pieniadze Enjoy it

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@christankerfund They went from holding about 3.97 million shares in March to holding around 6.78 million shares by August.

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@AnalizyD Cieszę się z takich wieści.

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Modivo Group (eobuwie -5%, Modivo -10%): 6% lower revenue dynamics, primarily due to strategic decisions to terminate operations in unprofitable markets.

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Financial of $CCC (Q1 FY2025 vs. Q1 FY2024):
Net Profit (attributable to parent company shareholders): PLN 95.4 million vs. PLN 59.2 million (+61.1%)
Operating Profit: PLN 215.5 million vs. PLN 150.6 million (+43.1%)
EBITDA: PLN 377 million vs. PLN 300.5 million (+25.5%)

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Cost to Income Ratio: Just under 44% (down almost 2 percentage points y/y, marking the seventh consecutive quarter of improvement)
Sales Performance by Brand:
* CCC brand: PLN 1 billion (+9% y/y)
* HalfPrice: PLN 443 million (+19% y/y).

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$KEYS : Bank Adjusts Price Target on Keysight Technologies to $186 From $181, Maintains Buy Rating

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2. ~90% allocated to Distribution (new connections, modernization) and RES (wind and PV farms).
G. Net Debt (as of March 31, 2025): PLN 10,767 million
H. Net Debt/EBITDA Ratio (as of March 31, 2025): 1.6x
1. Decrease of 0.6 compared to March 31, 2024.
#Wig20

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Tauron Polska Energia - Preliminary Q1 2025 Results $TPE
I. Key Financial Highlights:
A. Net Profit: PLN 1,131 million (consolidated)
B. EBITDA: PLN 2,331 million (preliminary)
1. Historically High: 17% higher than analysts' consensus.
.

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C. Sales Revenues and Compensations: PLN 9,632 million
D. EBIT : PLN 1,758 million
E. Gross Profit: PLN 1,449 million
F. Capital Expenditures (CAPEX): PLN 1,072 million
1. 27% increase compared to Q1 2024.

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$TOA Toya S.A.'s Q1 2025 earnings:
I. Key Financial Results for Q1 2025:
* Net Profit: 24.6 million PLN
* Revenue: 231.9 million PLN
* Operating Profit: 31.3 million PLN

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Jefferies notes management is taking "bold steps" to mitigate tariff impacts.
Concerns linger over weak demand & deteriorating macroeconomic conditions.
Key focus: How GN navigates near-term challenges while protecting margins.

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$GN Store Nord's Q1 2025 results spark sell-off:
📉 Shares tumble 9% after Q1 sales miss & guidance cut. YTD loss now stands at -31.36%.
Revenue came in at DKK 3.99B, below consensus of DKK 4.27B.
Tariff impacts and weak end-market demand weigh heavily on performance.
#OMX

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Guidance slashed amid uncertainty:
Organic growth revised to -3% to +3% (from -1% to +4%), excluding wind-down ops.
EBITA margin lowered to 11%-13% (prev. 12%-14%) due to tariff headwinds.
J.P.Morgan warns of potential slowdown as corporates react to tariffs & economic risk.

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They note increasing demand from Western European customers and an improving seasonality structure.
The company's strong financial results have facilitated fleet expansion.
Their Swiss subsidiary, Chair Airlines, is performing well.
Enter Air anticipates another good year in 2025

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$ENT Enter Air year 2024. Here are the key takeaways:

Key Financial Highlights for 2024:

Net Profit Attributable to Shareholders: PLN 65.57 million (down from PLN 196.44 million in 2023).
Operating Profit: PLN 260.74 million (up from PLN 166.16 million in 2023).
#Wig80
#WIG40

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Company Outlook:
Enter Air highlights the dynamic growth of the tourism market due to post-pandemic recovery and demographic factors.