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Equita Group — Investor Relations & Filings

Ticker · EQUI ISIN · IT0005312027 LEI · 815600CF5C54AA9C0721 XMIL Financial and insurance activities
Filings indexed 915 across all filing types
Latest filing 2018-12-06 Regulatory Filings
Country IT Italy
Listing XMIL EQUI

Equita Group is an independent financial services provider that operates as a broker, financial advisor, and alternative asset management platform. The company offers a broad range of services across four complementary business areas. The Investment Banking division provides advisory on M&A, corporate finance, equity and debt capital markets, and corporate broking. The Global Markets division offers sales and trading services to institutional and retail clients. The Research division supports investor decisions with unbiased analysis of financial markets, with a focus on mid- and small-cap companies. The Alternative Asset Management arm provides investment solutions including private debt, private equity, renewable infrastructures, and liquid strategies. The group serves a diverse client base of investors, institutions, corporates, and entrepreneurs.

Recent filings

Filing Released Lang Actions
Equita and Gruppo Credem: reinforcing the partnership with the new "Euromobiliare Equity Mid Small Cap" fund
Regulatory Filings Classification · 99% confidence The document is a press release dated December 6, 2018, detailing a partnership reinforcement between Equita and Gruppo Credem regarding a new fund, 'Euromobiliare Equity Mid Small Cap'. It announces the closing of the subscription period and the amount raised (nearly Euro 400 million). This type of announcement, which communicates a specific financial event (fund closing/capital raising) but is not the comprehensive annual/interim report itself, fits best under Capital/Financing Update (CAP) or potentially a general Regulatory Filing (RNS) if CAP is too specific. Since it directly relates to the management of assets and a successful fundraising effort, CAP is the most appropriate classification. The document length (6963 chars) is substantial enough that it is not merely an announcement of a report (RPA), but the report/release itself.
2018-12-06 English
Comunicazione di Internal Dealing
Director's Dealing Classification · 100% confidence The document header explicitly states the 'Oggetto' (Subject) as 'Comunicazione di Internal Dealing' (Communication of Internal Dealing). Furthermore, the template title is 'Modello di notifica e di comunicazione al pubblico delle operazioni effettuate da persone che esercitano funzioni di amministrazione, di controllo o di direzione e da persone a loro strettamente associate' (Template for notification and public disclosure of transactions by persons discharging managerial responsibilities and persons closely associated with them). This directly corresponds to the definition of Director's Dealing (insider trades by executives/directors). The filing type code for Director's Dealing is DIRS.
2018-11-27 Italian
Resoconto Intermedio di Gestione al 30 settembre 2018 - Annulla e sostituisce il precedente invio
Interim / Quarterly Report Classification · 100% confidence The document is titled 'Resoconto intermedio di gestione al 30 settembre 2018' (Interim Management Report as of September 30, 2018). It contains detailed financial statements, including a consolidated income statement, management discussion, and corporate governance information for the period. It is a comprehensive financial report for a period shorter than a full fiscal year, fitting the definition of an Interim/Quarterly Report (IR). 9M 2018
2018-11-14 Italian
Messa a disposizione resoconto intermedio di gestione al 30 settembre 2018 / Notice of publication of the Interim Report as of 30 September 2018
Report Publication Announcement Classification · 99% confidence The document is a formal announcement titled "Messa a disposizione resoconto intermedio di gestione al 30 settembre 2018 / Notice of publication of the Interim Report as of 30 September 2018". The text explicitly states that the 'Resoconto Intermedio di Gestione' (Interim Management Report) for the period ending September 30, 2018, is now available to the public at various locations. This structure—a short notice announcing the availability of a detailed report for a specific interim period—perfectly matches the definition of a Report Publication Announcement (RPA). Although the underlying document is an Interim Report (IR), this specific filing is the announcement of its publication, adhering to Rule #2 (The 'MENU VS MEAL' Rule).
2018-11-14 Italian
Resoconto Intermedio di Gestione al 30 settembre 2018
Interim / Quarterly Report Classification · 100% confidence The document is titled 'Resoconto intermedio di gestione al 30 settembre 2018' (Interim Management Report as of September 30, 2018) for Equita Group. It contains detailed financial statements, including consolidated income statements, balance sheet data, and management commentary for the nine-month period. It is a comprehensive financial report for a period shorter than a full fiscal year, fitting the definition of an Interim/Quarterly Report (IR). 9M 2018
2018-11-14 Italian
The Board of Directors of Equita Group S.p.A. approves the financial results for the first nine months ending 30 September 2018
Interim / Quarterly Report Classification · 100% confidence The document is a detailed financial report for the first nine months (9M) of 2018 for Equita Group S.p.A. It contains comprehensive financial statements, including consolidated net revenues, profit from ordinary activities, and shareholders' equity, along with detailed management analysis of business segments. It is not a short announcement (it exceeds 27,000 characters) and provides substantive financial data, thus qualifying as an Interim/Quarterly Report rather than a mere announcement or regulatory filing. 9M 2018
2018-11-08 English

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