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Patris Investimentos — Investor Relations & Filings

Ticker · ALPTR ISIN · PTPRS0AM0017 LEI · 2138002SALSYE48M7L96 LS Financial and insurance activities
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Filings indexed 118 across all filing types
Latest filing 2015-05-06 Earnings Release
Country PT Portugal
Listing LS ALPTR

About Patris Investimentos

https://www.patrisinvestimentos.pt/

Patris Investimentos is a financial holding company specializing in insurance and investment services. Through its subsidiaries, the company offers a range of products including life, unit-linked, health, and personal accident insurance. Its investment activities encompass securities brokerage, portfolio management, and the administration of savings and pension funds. The group also engages in capital investment, providing strategic guidance and operational improvements for its holdings, with reported assets under management exceeding €2.1 billion.

Recent filings

Filing Released Lang Actions
on Full-year 2014 Results
Earnings Release Classification · 1% confidence The document is titled "SDC Investimentos informs on Full-year 2014's Results" and provides detailed financial highlights, turnover, EBITDA, EBIT, and net results for the full year 2014, with comparisons to 2013. It includes extensive tables with financial figures and analysis of business segments and accounting changes (IFRS 11). This content structure is characteristic of a comprehensive annual financial report or a detailed management discussion and analysis (MDA) accompanying it. Since the text provides the full set of financial results and analysis, it aligns best with the comprehensive nature of an Annual Report (10-K) or an Interim/Quarterly Report (IR). Given the reference to 'Full-year 2014's Results' and the depth of the data, it strongly suggests the full annual filing. However, the document starts with 'Anticipating the release of SDC Investimentos, SGPS, SA's 2014 report and accounts, which will, timely, be made available to shareholders and the public, we disclose the following information:'. This phrasing suggests this specific document might be a pre-release or a summary intended to precede the official filing, often categorized as an Earnings Release (ER) if it were only highlights, or potentially a Management Report (MDA) if it's the management's detailed explanation accompanying the results announcement. Since it contains detailed segment breakdowns and balance sheet/equity notes, it goes beyond a typical brief ER. It is a detailed disclosure of annual results. In many jurisdictions, this detailed pre-release of annual results is often classified as an Earnings Release (ER) or, if it contains the management's narrative explanation of the results, a Management Report (MDA). Given the depth and the explicit mention of 'Full-year 2014's Results' and the detailed financial tables, it is most likely the core financial results disclosure. If this were the full 10-K, it would typically reference SEC filing requirements, which are absent. If it is the detailed narrative accompanying the results, MDA is appropriate. If it is the initial release of the key figures, ER is appropriate. Since it contains the full set of primary financial statements data (Turnover, EBITDA, EBIT, Net Results) and management commentary on those results, it fits the definition of an Earnings Release (ER) which often includes more detail than just highlights, or MDA. Given the context of providing the full year's performance summary before the final 'report and accounts' are made available, ER is the most fitting category for the initial, detailed disclosure of annual performance figures. FY 2014
2015-05-06 English
Sonae Investimentos, SGPS, SA - 2014 financial information
Annual Report Classification · 1% confidence The document is titled 'REPORT AND ACCOUNTS 31 DECEMBER 2014' and contains a 'Management Report' section detailing the company's annual performance, financial highlights, investment activities, outlook, and remuneration of corporate bodies. It includes specific financial data for the fiscal year 2014 and a proposal for profit distribution. This structure is characteristic of an Annual Report (10-K equivalent for non-US entities). FY 2014
2015-05-05 English
Sonae Investimentos, SGPS, SA - 3rd Quarter 2014
Management Reports Classification · 1% confidence The document is titled 'REPORT AND ACCOUNTS' and contains a detailed 'Management Report' for the 'first nine months of 2014' (ending 30 September 2014), followed by 'Condensed consolidated financial statements' including a Statement of Financial Position and Income Statements. This structure, covering a full reporting period (nine months) with detailed management discussion and full financial statements, strongly indicates a comprehensive interim report, rather than just an earnings release (ER) or a brief factsheet (FS). Since the period covered is nine months (interim) and not a full fiscal year, the most appropriate classification is Interim / Quarterly Report (IR). It is not a 10-K (Annual Report) because the period is not the full year, and it contains more than just the initial highlights of an ER.
2014-11-28 English
on Report and Accounts for the First Nine Months of 2014
Management Reports Classification · 1% confidence The document contains a detailed 'CONSOLIDATED MANAGEMENT REPORT' for the 'FIRST NINE MONTHS OF 2014', including a table of contents listing 'CONSOLIDATED FINANCIAL STATEMENTS' (Income Statement, Cash Flow Statement, etc.), and extensive analysis of economic context and financial results for the nine-month period ending September 30, 2014. This structure, covering a period shorter than a full year (nine months) with comprehensive financial details, strongly indicates an Interim or Quarterly Report, rather than a full Annual Report (10-K) or just an Earnings Release (ER). It is not an Earnings Release (ER) because it is too comprehensive, including detailed notes and management discussion. It is not a 10-K because it explicitly covers nine months, not a full fiscal year. It is not an RPA because the document *is* the report content, not merely an announcement that a report is available. Therefore, the most appropriate classification is Interim / Quarterly Report (IR).
2014-11-24 English
Sonae Investimentos, SGPS, SA - 1st Half 2014
Management Reports Classification · 1% confidence The document is explicitly titled "REPORT AND ACCOUNTS" and contains a detailed "Management Report" for the period ending "30 June 2014". It discusses consolidated turnover, EBITDA, EBIT, and net results for the first six months of the year. This structure and content strongly indicate a comprehensive financial report covering a period shorter than a full year (six months). This aligns perfectly with the definition of an Interim / Quarterly Report (IR). Although it contains management commentary, the primary focus is the financial results for the period, distinguishing it from a pure Management Discussion and Analysis (MDA) or an Earnings Release (ER) which are typically shorter highlights.
2014-08-29 English
Report and Financial Statements for 1st Half 2014
Interim / Quarterly Report Classification · 1% confidence The document is a comprehensive financial report for the period ending 30 June 2014. It contains detailed financial statements, management analysis of performance, market analysis, and consolidated indicators for the first half of the year (1H14). It is clearly an interim/quarterly report as it covers a period shorter than a full fiscal year and provides substantive financial data and analysis, fitting the definition of an Interim / Quarterly Report (IR). H1 2014
2014-08-29 English

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