Gr. Sarantis S.A.

Co. is a consumer goods manufacturer and distributor engaged in operations in Greece. Co. produces consumer goods such as cosmetics, pharmaceuticals, households, pet products, car's accessories and apparel. Co. produces its own brand name of cosmetic products such as Prosar, Str8, BU99, Clochard, Carroten, Tokalon and others. Co.'s product portfolio also includes a range of international brands such as Estee Lauder, Clinique, Aramis, Donna Karen, Orlane, Montana Versace and others.
  • TickerSAR
  • ISINGRS204003008
  • SectorPersonal Goods
  • CountryGreece

Analysts

1 director sold

A director at Sarantis Sa sold 40,000 shares at 7.372EUR and the significance rating of the trade was 73/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of board mem...

Research Team

The Rear-View Mirror – EME markets: Turkish equities stand out in November

EME Equity Market – November 2018 Market performance – Turkey up by 13.3% mom in EUR terms in November. The MSCI EME gained 2.2% in November, while the Turkish ISE rose by 13.3% in EUR terms, which was driven mostly by the appreciation of the TRY against EUR, as the index gained 6.1% mom in TRY terms. The Hungarian BUX was up by 8.3% mom, followed by the Polish WIG20 (+7.7% mom) and Romania’s BET (+1.8% mom). The Czech PX index was flat mom, while the Russian MOEX and the Greek ASE ended the month in negative territory (-0.3% mom and -1.5% mom, respectively).

Natalia Svyrou-Svyriadi

SARANTIS - 9M18 results supportive of FY18 – Neutral at current levels

Research Team

WOOD Morning (8 November)

HEADLINES: • Komercni Banka: very strong 3Q18, with strong quality mix POSITIVE • CEZ: 3Q18 in line, EBITDA guidance cut to CZK 50-51bn, but adjusted net profit raised by CZK 1bn NEGATIVE • Alior Bank: neutral set of 3Q18, but market may focus on growing NPLs NEUTRAL • Magyar Telekom: 3Q18 results - weak quarter, with 7% yoy EBITDA drop NEGATIVE • Migros: 3Q results beat, another guidance upgrade • Isbank: 3Q18 results review - weak core banking earnings, CHP stake struggle NEUTRAL • Tupras: 3Q18 quarter results - net income disappoints on FX • Aygaz: 3Q18 review - results in line, FY sale ...

Natalia Svyrou-Svyriadi

SARANTIS - 9M:18 preview – Greece sentiment remains subdued, support from foreign countries and new acquisitions

Research Team

The Rear-View Mirror – EME markets: Turkish equities stand out in November

EME Equity Market – November 2018 Market performance – Turkey up by 13.3% mom in EUR terms in November. The MSCI EME gained 2.2% in November, while the Turkish ISE rose by 13.3% in EUR terms, which was driven mostly by the appreciation of the TRY against EUR, as the index gained 6.1% mom in TRY terms. The Hungarian BUX was up by 8.3% mom, followed by the Polish WIG20 (+7.7% mom) and Romania’s BET (+1.8% mom). The Czech PX index was flat mom, while the Russian MOEX and the Greek ASE ended the month in negative territory (-0.3% mom and -1.5% mom, respectively).

Natalia Svyrou-Svyriadi

SARANTIS - 9M18 results supportive of FY18 – Neutral at current levels

Natalia Svyrou-Svyriadi

SARANTIS - 9M:18 preview – Greece sentiment remains subdued, support from foreign countries and new acquisitions

Research Team

The Rear-View Mirror – EME markets: Turkish ESI at 2008 bottom in September

EME Equity Market – September 2018 Market performance – Turkey up 17% mom in EUR terms in September. The MSCI EME gained 6.1% in September, rebounding from the 6.7% loss recorded in August. The Turkish ISE rose by 17% mom in EUR terms, while Moscow’s stock exchange gained 8.6%. Prague’s PX market rose 3.1% in September, while the Bucharest Stock Exchange recorded a mom gain of 1.3%. Budapest’s BUX also rose modestly, by 0.8%. On the other hand, Warsaw’s WIG20 fell by 1.8% mom, while the Greek ASE index underperformed all of its peers, losing 5.2% mom (all performances measured in EUR terms).

SARANTIS Full Equity Research Report by VRS, September 14, 2018

Sarantis is one of the leading companies in the highly competitive non-food FMCG market offering a wide range of products (≈80 different brands) through a widespread distribution network in 40 countries.

1 director sold

A director at Sarantis Sa sold 40,000 shares at 7.372EUR and the significance rating of the trade was 73/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of board mem...

A director sold 5,000 shares at 12.997EUR and

A director at Sarantis Sa sold 5,000 shares at 12.997EUR and the significance rating of the trade was 55/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of boa...

Research Team

WOOD Morning (8 November)

HEADLINES: • Komercni Banka: very strong 3Q18, with strong quality mix POSITIVE • CEZ: 3Q18 in line, EBITDA guidance cut to CZK 50-51bn, but adjusted net profit raised by CZK 1bn NEGATIVE • Alior Bank: neutral set of 3Q18, but market may focus on growing NPLs NEUTRAL • Magyar Telekom: 3Q18 results - weak quarter, with 7% yoy EBITDA drop NEGATIVE • Migros: 3Q results beat, another guidance upgrade • Isbank: 3Q18 results review - weak core banking earnings, CHP stake struggle NEUTRAL • Tupras: 3Q18 quarter results - net income disappoints on FX • Aygaz: 3Q18 review - results in line, FY sale ...

Research Team

WOOD Morning (13 September)

HEADLINES: • OPAP: 2Q18 results - 5% beat on EBITDA on the back of tight cost control POSITIVE • Sarantis: 1H18 results - positive trends, remains a solid growth story POSITIVE • Richter: our first thoughts on the Estelle impact - not a game-changer • Echo Investment: a deep dive on why we remain bullish (plus a review of the key profit drivers for the next 18M) NEUTRAL • Medicalgorithmics: Apple Watch with heart monitoring and FDA clearance NEGATIVE • Enea: 2Q18 in line with preliminary numbers, boosted by windfarm impairment reversal NEUTRAL • Mytilineos: 1H18 - aluminium segment leading th...

Research Team

Focus: Echo Investment’s 2Q18 – headline results slightly better, but unit sales guidance cut again; Kruk – takeaways from the 2Q18 conference; Hellenic Bank’s 2Q18 results in line, but focus is on capital issue

HEADLINES: • Echo Investment: 2Q18 - headline results slightly better, but unit sales guidance cut again NEUTRAL • Kruk: takeaways from the 2Q18 conference POSITIVE • Hellenic Bank: 2Q18 results in line, but focus is on capital issue • Atrium: repurchases EUR 242m of existing bonds NEUTRAL • Medicalgorithmics: flat tests yoy in August NEGATIVE • Sarantis: 1H18E preview - reassuring results ahead (due out tomorrow, after the close) • Short News (CIE, GNB, OPL)

Research Team

WOOD Morning (13 June)

HEADLINES: * PKN Orlen: announces PLN 8.3bn petrochemicals investment * Warsaw Stock Exchange: supervisory board approves updated strategy - no details revealed NEUTRAL * CEZ: Zeman, Babis and Benes to meet on energy policy NEUTRAL * Cyfrowy Polsat: Sensor Overseas to sell up to 28.2m shares (a 4.4% stake) NEUTRAL * LPP: Inditex reports 1Q18 beat on gross margin - negative read-through for LPP NEGATIVE * Sarantis: stock split, ex-date today * Short News (GPW)

Research Team

WOOD Morning (5 June)

HEADLINES: * Kety: high dividends, but profitability eroding (HOLD - initiation of coverage) * Echo Investment: to sell 36% share in EPP for EUR 20.8m (EUR 1.15/share) POSITIVE * Jeronimo Martins: top offer to buy Piotr i Pawel delicatessen chain, according to Glos Wielkopolski POSITIVE * Cyfrowy Polsat: launches joint convergent product with Netia NEUTRAL * Cyfrowy Polsat: purchases Superstacja TV channel NEUTRAL * Richter: takeaways from Esmya call more encouraging than expected POSITIVE * Sarantis: trading update * Turkish automotive: LV sales down 14.8% yoy in Ma...

Ford Equity International Rating and Forecast Report

Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind each recommendation and reflect the fundamental and price data as of the last trading day of the week...

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