OTP Bank Nyrt
XMUN:OTP
Decide at what price you'd be comfortable buying and we'll help you stay ready.
|
O
|
OTP Bank Nyrt
XMUN:OTP
|
HU |
|
Cadence Design Systems Inc
NASDAQ:CDNS
|
US |
|
Repsol SA
OTC:REPYY
|
ES |
|
C
|
China Communications Services Corp Ltd
XMUN:CMW
|
HK |
|
B
|
Broadridge Financial Solutions Inc
F:5B9
|
US |
|
A
|
Alpha Trust Holdings SA
ATHEX:ATRUST
|
GR |
|
C
|
Commerzbank AG
XMUN:CBK
|
DE |
|
ABO Energy GmbH & Co KgaA
F:AB9
|
DE |
|
S
|
Samart Telcoms PCL
SET:SAMTEL
|
TH |
|
R
|
Rabbit Holdings PCL
SET:RABBIT
|
TH |
|
T
|
TISCO Financial Group PCL
SET:TISCO
|
TH |
|
Bumi Resources Tbk PT
IDX:BUMI
|
ID |
|
A
|
Alla PCL
SET:ALLA
|
TH |
|
E
|
Equinox Gold Corp
AMEX:EQX
|
CA |
Earnings Calls
Last Earnings Call
Record Profit: OTP Group achieved an all-time high quarterly after-tax profit, boosted by one-off effects that largely canceled out exceptional taxes.
ROE Outperformance: Return on equity reached the low 20% range, exceeding last year's level of 18.6% and initial expectations.
NKBM Acquisition: The consolidation of Slovenia's NKBM contributed significantly to profit and will have an even larger impact in future quarters.
Hungary Headwinds: The Hungarian business underperformed due to margin contraction and higher costs, with mortgage lending sharply down and loan growth slowing.
Net Interest Margin: Group NIM rose from 3.5% to 3.66%, but Hungary’s NIM was flat and is expected to decline in Q2 due to higher reserve requirements.
Cost Pressures: Cost growth, especially in Hungary, was high due to wage inflation and other expenses, but portfolio quality remained robust across the group.
Guidance & Outlook: Management kept previous guidance largely unchanged but sees possible upside to ROE from low risk costs. Inflation and rates in Hungary are expected to fall sharply by year-end.
Uzbekistan Expansion: The Ipoteka Bank acquisition in Uzbekistan is expected to close in Q2, adding fast-growing, high-margin business.