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PEH Wertpapier AG — Investor Relations & Filings

Ticker · PEH ISIN · DE0006201403 LEI · 529900P1X7BY0WE24F38 F Financial and insurance activities
Filings indexed 333 across all filing types
Latest filing 2015-04-26 Earnings Release
Country DE Germany
Listing F PEH

About PEH Wertpapier AG

https://www.peh.de/

PEH Wertpapier AG is an owner-managed, independent financial services provider established in 1989. The firm specializes in asset management for private and institutional clients, offering tailored solutions that include discretionary portfolio management, strategic wealth planning, generational consulting, and foundation management. It develops and manages a range of investment funds, notably employing artificial intelligence (AI) for systematic stock selection within certain strategies. The company's service model is based on providing holistic, long-term financial advisory and partnership.

Recent filings

Filing Released Lang Actions
PEH Wertpapier AG: PEH mit sehr gutem Start ins Jahr 2015
Earnings Release Classification · 100% confidence The document is a 'Corporate News' release dated April 26, 2015, announcing the 'Geschäftsbericht 2014' (Annual Report 2014) and providing preliminary results for Q1 2015. It discusses the full-year results for 2014, dividend proposals, and outlook. Although it mentions the full report is available online, the document itself is a summary announcement of financial performance, including key highlights for the year and the first quarter. This structure strongly aligns with an Earnings Release (ER), which typically precedes or accompanies the full Annual Report (10-K) or Interim Report (IR) filing, focusing on key figures and management commentary. Since it covers the full year (2014) and provides forward-looking guidance, it functions as the primary announcement of the annual financial performance, fitting the 'Earnings Release' definition better than a general 'Regulatory Filing' (RNS) or the comprehensive 'Annual Report' (10-K) itself, especially given the context of German corporate reporting where preliminary results are often announced via press release before the final audited 10-K equivalent. However, the text explicitly mentions the 'Geschäftsbericht 2014' (Annual Report 2014) and provides detailed financial metrics for the full year 2014, which is the core content of a 10-K. Given the length (7086 chars) and the detailed financial review, it leans towards being the actual Annual Report content or a very detailed summary thereof. Since the document explicitly states the 'Geschäftsbericht 2014' is available online, and this text summarizes the results, it is most likely the official announcement accompanying the filing. In many jurisdictions, the initial release summarizing the full year's performance is classified as an Earnings Release (ER). If it were the full 10-K, it would typically be structured differently (e.g., referencing specific SEC item numbers, which are absent here). Given the focus on summarizing the 2014 results and Q1 2015 performance, ER is the most appropriate fit among the provided options for this type of press release summary. Q1 2015
2015-04-26 German
PEH Wertpapier AG: PEH ubertrifft voraussichtlich deutlich die Ergebniserwartungen fur das Geschaftsjahr 2014
Earnings Release Classification · 100% confidence The document is an 'Ad-hoc' announcement dated February 5, 2015, titled 'PEH übertrifft voraussichtlich deutlich die Ergebniserwartungen für das Geschäftsjahr 2014' (PEH likely significantly exceeds earnings expectations for the 2014 fiscal year). It discusses preliminary results (Vorsteuergewinn, Nettoprovisionserträge) for the fiscal year 2014 and mentions the planned publication date for the audited annual and consolidated financial statements (Jahres- und Konzernabschluss) on April 27, 2015. Since this document only provides preliminary highlights and projections regarding the annual results, and is not the full audited report itself, it best fits the definition of an Earnings Release (ER), which covers the initial announcement of periodical financial results (key highlights only). It is not the full 10-K, nor is it a management discussion (MDA) or a general regulatory filing (RNS), as it specifically details preliminary earnings figures. FY 2014
2015-02-05 German
Report Publication Announcement 2015
Report Publication Announcement Classification · 100% confidence The document is titled "PEH Wertpapier AG: Announcement according to Articles 37v, 37w, 37x et seqq. of the WpHG" and explicitly states that it is an announcement regarding the disclosure schedule for several financial reports (Annual financial report, Half-year report, Interim announcements). It lists the reports and their future disclosure dates, but it does not contain the content of those reports. According to Rule #2 (The "MENU VS MEAL" Rule), a short document announcing the publication or availability of other reports should be classified as a Report Publication Announcement (RPA).
2015-02-05 English
Datum:05.02.2015
Report Publication Announcement Classification · 100% confidence The document is a short notification (766 characters) informing shareholders that the semi-annual financial report for the period 01.01.2015 to 30.06.2015 is available on the company's website. It does not contain the report itself, but rather acts as a formal announcement of its publication. According to the 'Menu vs Meal' rule, this is classified as a Report Publication Announcement (RPA).
2015-02-05 German
Declaration of Voting Results & Voting Rights Announcements 2015
Declaration of Voting Results & Voting Rights Announcements Classification · 100% confidence The document explicitly states 'Voting Rights Announcements' in the header and details a notification regarding a shareholder's voting rights exceeding a specific threshold (3.20%) according to Article 21, Section 1 of the WpHG (German Securities Trading Act). This directly corresponds to the definition of Declaration of Voting Results & Voting Rights Announcements.
2015-01-17 English
Declaration of Voting Results & Voting Rights Announcements 2015
Declaration of Voting Results & Voting Rights Announcements Classification · 100% confidence The document text explicitly states it is a 'Voting Rights Announcement' disseminated via DGAP. It details that Mr. Reinhard Bock's voting rights in PEH Wertpapier AG exceeded the 3% threshold on January 15, 2015, citing specific articles of the German Securities Trading Act (WpHG). This content directly matches the definition for Declaration of Voting Results & Voting Rights Announcements (DVA), which covers official results from shareholder votes or related rights announcements.
2015-01-17 English

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