Parašė | Tema | Žinutė |
AndrisK89 | AUG1L - AUGA group | #687306 2021-09-16 15:00 |
Analysis published on Q2/21 report
"Heat wave dampens crop yield" https://research.enlightresearch.net/jsp/demoLogin.jsp?key=3512&x=aabbcc&resLibId=88491 |
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AndrisK89 | IGN1L - Ignitis grupė | #687775 2021-09-22 09:07 |
Ignitis Update
"Regulatory uncertainty" https://research.enlightresearch.net/jsp/demoLogin.jsp?key=3512&x=aabbcc&resLibId=88493 |
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AndrisK89 | INC1L - INVL Technology | #688430 2021-09-28 08:58 |
Analysis after Q2/21
https://research.enlightresearch.net/jsp/demoLogin.jsp?key=3512&x=aabbcc&resLibId=88497 Cybersecurity drive growth |
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AndrisK89 | INC1L - INVL Technology | #688431 2021-09-28 09:25 |
AndrisK89 | LNA1L - Linas Agro Group | #688804 2021-09-30 16:41 |
Analysis published after Linas Agro 2020-21 financial year report.
https://research.enlightresearch.net/jsp/demoLogin.jsp?key=3512&x=aabbcc&resLibId=88500 "Record year" |
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AndrisK89 | Enefit Green AS | #689639 2021-10-11 11:34 |
Enefit Green estimates now available on Enlight website. To our knowledge, the only est. available to private investors. 2021 EV/EBITDA 9.4x at mid-range EUR 2.80 IPO price looks attractive vs. renewable peer avg. of 15x. See estimates https://research.enlightresearch.net/CompanyViews.action?page=overview&fid=4032&compareFid=0&percentageComparison=false#
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AndrisK89 | IGN1L - Ignitis grupė | #690653 2021-10-20 17:30 |
Question in english:
What happens to 2021 EBITDA, no effect !? Wasn't there supposed to be effect on 2021 EBITDA as well? |
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AndrisK89 | TKM1T - Tallinna Kaubamaja | #690715 2021-10-21 09:17 |
Analysis after the Q3/21 report
"Margin boost" https://research.enlightresearch.net/jsp/demoLogin.jsp?key=3512&x=aabbcc&resLibId=88507 |
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AndrisK89 | BAL1R - Latvijas Balzams | #690935 2021-10-22 07:32 |
this time dividends were paid from profit earned till 2017
(till then there was 15% dividends tax rather than 20% from next year) But no clear dividend policy here |
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AndrisK89 | EEG1T - Ekspress Grupp | #693015 2021-11-11 08:46 |
Report after Q3/21 results
"Cash rich and Asset light" https://research.enlightresearch.net/jsp/demoLogin.jsp?key=3512&x=aabbcc&resLibId=88548 |
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AndrisK89 | TAL1T - Tallink Group | #693046 2021-11-11 14:52 |
Analysis on Tallink Grupp after Q3/21 results
"Much better than expected" https://research.enlightresearch.net/jsp/demoLogin.jsp?key=3512&x=aabbcc&resLibId=88550 |
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AndrisK89 | SAB1L - Šiaulių bankas | #693400 2021-11-15 11:42 |
Report after Q3/21 results
"Unjustified discount to peers" https://research.enlightresearch.net/jsp/demoLogin.jsp?key=3512&x=aabbcc&resLibId=88553 |
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AndrisK89 | TSM1T - Tallinna Sadam | #694395 2021-11-24 09:19 |
Q3/21 Tallinna Sadam analysis published
"Strong cash flow enables dividends" https://research.enlightresearch.net/jsp/demoLogin.jsp?key=3512&x=aabbcc&resLibId=88554 |
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AndrisK89 | NEOFI - NEO Finance | #697043 2021-12-14 09:18 |
NEO Finance initiation report
"Unique Fintech exposure" https://research.enlightresearch.net/jsp/demoLogin.jsp?key=3512&x=aabbcc&resLibId=88558 |
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AndrisK89 | AUG1L - AUGA group | #697331 2021-12-16 09:03 |
Auga analysis after Q3/21
"Bad weather but positive outlook" https://research.enlightresearch.net/jsp/demoLogin.jsp?key=3512&x=aabbcc&resLibId=88559 |
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AndrisK89 | TKM1T - Tallinna Kaubamaja | #703635 2022-01-31 09:38 |
Analysis after Q4/21 results
https://research.enlightresearch.net/jsp/demoLogin.jsp?key=3512&x=aabbcc&resLibId=88563 "16 years of dividends" |
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AndrisK89 | TAL1T - Tallink Group | #710102 2022-03-09 13:14 |
Analysis after Q4/21
Sales promising, Oil price challenging https://research.enlightresearch.net/jsp/demoLogin.jsp?key=3512&x=aabbcc&resLibId=88623 |
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AndrisK89 | EEG1T - Ekspress Grupp | #710156 2022-03-10 09:13 |
Report after Q4/21 results
"Demand for news is high" https://research.enlightresearch.net/jsp/demoLogin.jsp?key=3512&x=aabbcc&resLibId=88624 |
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AndrisK89 | IGN1L - Ignitis grupė | #710535 2022-03-16 09:36 |
Analysis after Q4/21
https://research.enlightresearch.net/jsp/demoLogin.jsp?key=3512&x=aabbcc&resLibId=88625 "War worries push yields to 6%" |
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AndrisK89 | IGN1L - Ignitis grupė | #710566 2022-03-16 15:35 |
jeronimas [2022-03-16 12:10]: Quick comment on IGN Enlight research regarding div payout -> they don't take into account that in next 12m shares will be reduced (they will do buyback from SWE after IPO) + of course no risks identified if government will decide any other changes in WACC/div expectations Please refer to page 2 in the report: "The company plans to annul the shares bought in connection with the IPO to stabilize the share. If this happens, the dividend per share should increase slightly" Correct, it has not been taken in account yet, because it has not happened yet. |