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TTS RO: Q1 2026 First look | OUTLOOK POSITIVE

by Stoian Cosmin 06/09/2026

* TTS reported a net loss attributable to shareholders of RON 1m in Q1 2026, compared to a loss of RON 14m in Q1 2025 and significantly ahead of our estimate of a RON 10m loss. The stronger-than-expected result was …

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06/09/2026

SNG RO: Azomures deal brings strategic optionality, but execution risk and EUR 480m capex burden dominate | NEGATIVE

by Stoian Cosmin 06/09/2026

SNG RO: Azomures deal brings strategic optionality, but execution risk and EUR 480m capex burden dominate | NEGATIVE Romgaz has published the shareholder materials for the proposed acquisition of Azomures’ production assets, providing a clearer picture of both the rationale …

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06/09/2026

Latest news from 06/09/2026

by Stoian Cosmin 06/09/2026

BET 30.034,97 -0,03% Turnover $ 27.6mn | YTD +22.9% ****************************************************************** * SNG RO: Romgaz Acquisition of Azomureş Faces Delayed Restart, with First Production Unlikely Before April 2027 | NEUTRAL * M RO: MedLife Reports Record Q1 Patient Volumes, Highlighting Resilient …

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06/09/2026

Romania After-Market Report 06/08/2026

by Stoian Cosmin 06/09/2026

BET 30.034,97 -0,03% Turnover $ 27.6mn | YTD +22.9% ****************************************************************** WIG20 Index : 3628,56 +0,58% (USDm) 582mnBUX Index : 133710,40 +0,03% (USDm) 56mnPX Index : 2524,11 -0,12% (USDm) 16mn Market cap. USD 132.87 bio ******************************* (+) Gainers: H2O +1.85% / …

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06/09/2026

Weekly picks 06/08/2026

by Stoian Cosmin 06/08/2026
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06/08/2026
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