Parašė | Tema | Žinutė |
AndrisK89 | East West Agro - EWA1L | #710616 2022-03-17 09:17 |
First report on East West Agro
https://research.enlightresearch.net/jsp/demoLogin.jsp?key=3512&x=aabbcc&resLibId=88626 "A New Era of Dividends" |
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AndrisK89 | SAB1L - Šiaulių bankas | #711351 2022-03-25 10:11 |
Analysis after Q4/21
https://research.enlightresearch.net/jsp/demoLogin.jsp?key=3512&x=aabbcc&resLibId=88629 "Significant ownership change" |
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AndrisK89 | AUG1L - AUGA group | #711586 2022-03-28 08:19 |
Auga analysis after Q4/21
"Grain prices at record levels" https://research.enlightresearch.net/jsp/demoLogin.jsp?key=3512&x=aabbcc&resLibId=88630 |
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AndrisK89 | TSM1T - Tallinna Sadam | #712117 2022-03-31 11:07 |
Q4/21 Tallinna Sadam analysis published
"PAX revenues offset Cargo drop" https://research.enlightresearch.net/jsp/demoLogin.jsp?key=3512&x=aabbcc&resLibId=88631 |
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AndrisK89 | NTU1L - Novaturas | #712258 2022-04-01 09:44 |
Initiation analysis on Novaturas
"Delicate Digitalization" https://research.enlightresearch.net/jsp/demoLogin.jsp?key=3512&x=aabbcc&resLibId=88632 |
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AndrisK89 | LNA1L - Linas Agro Group | #713254 2022-04-08 08:45 |
Q2-21/22 analysis published (about 1st half of the 2021-22 financial year)
"Valuation gap to peers" https://research.enlightresearch.net/jsp/demoLogin.jsp?key=3512&x=aabbcc&resLibId=88634 |
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AndrisK89 | GRG1L - Grigiškės | #714263 2022-04-18 08:53 |
Q4/21 Analysis published
"Resilience in challenging times" https://research.enlightresearch.net/jsp/demoLogin.jsp?key=3512&x=aabbcc&resLibId=88636 |
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AndrisK89 | GZE1R - Latvijas Gaze | #714632 2022-04-21 15:29 |
When looking at GZE, make sure to see 2 parts there:
1. Selling RUS gas to customers in the region 2. Gas distribution license (monopoly) within Latvia - for local consumption, so there will be no surprise to see customers switching away from GZE, however, the main question I believe stays, whether GZE is to keep its monopoly license which is currently valid till 2037. Today's price seems close to GASO (GZE sister company, which owns distribution license) 2021 own capital, so in a way one could argue that 1st part is priced in. Yet, I believe GZE is interested to continue its operations and will seek for alternative sources (Paldiski, Klaipeda, GIPL) in order to keep its GASO business. So, yes, buying shares now I think is quite risky. |
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AndrisK89 | TKM1T - Tallinna Kaubamaja | #714846 2022-04-25 09:47 |
Analysis after Q1/22
"Handling inflation excellently" https://research.enlightresearch.net/jsp/demoLogin.jsp?key=3512&x=aabbcc&resLibId=88641 |
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AndrisK89 | INC1L - INVL Technology | #715713 2022-05-05 15:10 |
Analysis after Q4/21
https://research.enlightresearch.net/jsp/demoLogin.jsp?key=3512&x=aabbcc&resLibId=88683 "Cybersecurity going strong" |
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AndrisK89 | EEG1T - Ekspress Grupp | #716001 2022-05-10 08:59 |
Analysis after Q1/22
https://research.enlightresearch.net/jsp/demoLogin.jsp?key=3512&x=aabbcc&resLibId=88686 “Media is the place to be” |
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AndrisK89 | TAL1T - Tallink Group | #716219 2022-05-12 08:56 |
Analysis after Q1/22
https://research.enlightresearch.net/jsp/demoLogin.jsp?key=3512&x=aabbcc&resLibId=88688 “Ready for the high season” |
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AndrisK89 | SAB1L - Šiaulių bankas | #716547 2022-05-17 08:37 |
Analysis after Q1/22
“Simply too cheap” https://research.enlightresearch.net/jsp/demoLogin.jsp?key=3512&x=aabbcc&resLibId=88691 |
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AndrisK89 | NEOFI - NEO Finance | #716641 2022-05-18 08:45 |
Analysis after H2/21
"Still growing fast" https://research.enlightresearch.net/jsp/demoLogin.jsp?key=3512&x=aabbcc&resLibId=88692 |
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AndrisK89 | TSM1T - Tallinna Sadam | #717218 2022-05-26 09:07 |
Q1/22 Analysis published
"Russia to burden, but yield +6%" https://research.enlightresearch.net/jsp/demoLogin.jsp?key=3512&x=aabbcc&resLibId=88697 |
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AndrisK89 | IGN1L - Ignitis grupė | #719030 2022-06-20 10:29 |
Report after Q1/22
"Green Transformation Progressing" https://research.enlightresearch.net/jsp/demoLogin.jsp?key=3512&x=aabbcc&resLibId=88705 |
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AndrisK89 | AUG1L - AUGA group | #719115 2022-06-21 09:05 |
Report after Q1/22
"All about the weather" https://research.enlightresearch.net/jsp/demoLogin.jsp?key=3512&x=aabbcc&resLibId=88706 |
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AndrisK89 | Indexo IPO | #719464 2022-06-27 09:12 |
Indexo IPO analysis published
https://research.enlightresearch.net/jsp/demoLogin.jsp?key=3512&x=aabbcc&resLibId=88707 Subscriptions starts tomorrow, but available for Latvian and Estonian retail investors. Still, good to know more about the company before it gets listed on the Baltic Main List. |
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AndrisK89 | PZV1L - Pieno žvaigždės | #723390 2022-08-22 18:33 |
Quick valuation look on 4 Milk producers
https://www.balticstock.lv/info/idejas/params/post/4119617/lietuvas-piensaimnieku-apskats Text in latvian, but can be translated by google (right click- translate to english) |
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AndrisK89 | Baltijos rinkų pulsas | #724278 2022-09-03 10:32 |
Monthly report on a Portfolio made up of Baltic stocks
https://www.balticstock.lv/portfelis/params/post/4108642/baltijas-uznemumu-akciju-portfelis-augusts-2022 Just right click->Translate to English |