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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 2004-01-26 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-Konzern Ergebnis nach Steuern 2003: + 82,9 Prozent
Earnings Release Classification · 100% confidence The document is labeled 'Ad-hoc' and provides preliminary financial results for the full year 2003 ('Ergebnis nach Steuern 2003: + 82,9 Prozent') and the fourth quarter of 2003, including key metrics like net commission income, net income after tax, and EBITDA. This content structure—a brief announcement highlighting key figures for a reporting period—is characteristic of an Earnings Release (ER). It is not a comprehensive annual report (10-K) or a detailed interim report (IR), but rather the initial announcement of results. FY 2003
2004-01-26 German
PEH Wertpapier AG
Earnings Release Classification · 100% confidence The document is an 'Ad-hoc' announcement dated October 20, 2003, providing key financial highlights for the period ending September 30, 2003 (Q3 results). It details key metrics like net commission income, profit after tax, and EBITDA, comparing them to the previous year. This format, focusing on preliminary or key results for a specific reporting period (not the full annual report), strongly aligns with an Earnings Release (ER). Although it mentions that full figures will be available later, the content itself is the initial release of the period's performance summary. The length is relatively short (2849 chars), but the core content is the results summary, not just an announcement of a report's availability. 9M 2003
2003-10-20 German
PEH Wertpapier AG
Regulatory Filings Classification · 96% confidence The document is an 'Ad-hoc-Mitteilung' (Ad-hoc announcement) dated October 1, 2003, detailing the acquisition of private client activities from Georg Seil Consulting GSC AG. This transaction involves a change in business scope and structure, specifically related to client assets and potential staff transfer. This type of corporate action, which is material and not a standard periodic report (like 10-K or IR), best fits the category for announcements related to financing, capital structure changes, or significant business transactions. Since it involves the acquisition of business activities/client assets, it aligns most closely with 'Capital/Financing Update' (CAP) as it relates to expanding the capital base or business structure, or potentially 'Regulatory Filings' (RNS) as a general material announcement. Given the nature of acquiring a business segment, 'CAP' is a strong fit, although 'RNS' is the general catch-all for ad-hoc news. However, looking at the definitions, 'CAP' covers 'company fundraising, financing activities, or capital structure changes.' An acquisition of a business segment is a significant structural change. Since it is a direct announcement of a corporate transaction rather than a general regulatory filing, CAP is the most specific fit among the options provided for a material business change announcement.
2003-10-01 German
PEH Wertpapier AG
Earnings Release Classification · 100% confidence The document is an 'Ad-hoc-Mitteilung' (Ad-hoc announcement) dated July 24, 2003, summarizing the 'Konzernzahlen' (Group figures) for the '1. Halbjahr 2003' (First Half of 2003). It presents key financial highlights (EBITDA, net result, revenue figures) and explicitly states that the full 'Halbjahreszahlen' (Half-year figures) and the 'Brief an die Aktionäre' (Letter to Shareholders) are available online. This structure—a brief announcement releasing key figures and pointing to the full report—is characteristic of an Earnings Release (ER) or, given the comprehensive nature of half-year results, an Interim/Quarterly Report (IR) announcement. Since it provides the core results summary immediately, it functions as the initial release of period results. The definition for Earnings Release (ER) is 'Initial announcement of quarterly/periodical financial results (key highlights only)'. The definition for Interim Report (IR) is 'Comprehensive financial report for a period shorter than a year (e.g., half-year)'. Because this document *announces* the results and points to where the full report is, it leans towards the announcement category. However, it contains substantial numerical data for the half-year period, making it more than just a brief notification. Given the context of German regulatory filings, this type of summary release for half-year results is typically classified as the initial Earnings Release (ER) or the announcement of the Interim Report (IR). Since it explicitly covers the '1. Halbjahr' (half-year), it relates directly to the content of an IR. However, the document itself is a short, high-level summary announcement, fitting the 'key highlights only' aspect of an ER better than the 'comprehensive' nature of an IR. I will classify it as an Earnings Release (ER) as it is the initial release of the period's performance highlights. H1 2003
2003-07-24 German
PEH Wertpapier AG
Earnings Release Classification · 100% confidence The document is an 'Ad-hoc-Mitteilung' (Ad-hoc announcement) dated July 18, 2003, reporting the 'Ergebnis des 1. Halbjahr 2003' (Results of the 1st Half Year 2003). It provides key financial figures (Result from normal business activities, Net result after taxes, EBITDA) for the first half of the year, comparing them to the previous year. This content structure—a brief announcement summarizing period results—is characteristic of an Earnings Release (ER). Although it mentions that a 'ausführlichen Halbjahresbericht' (detailed half-year report) will be published later, this specific document is the initial release of the results, making 'ER' the most appropriate classification. It is not the comprehensive Interim Report (IR) itself, but the announcement of the results. H1 2003
2003-07-18 German
PEH Wertpapier AG
Director's Dealing Classification · 100% confidence The document explicitly uses the header "Directors’ Dealings" and contains specific details about a transaction made by an individual named Osswald concerning shares of PEH Wertpapier AG. The text includes fields like "Bezeichnung des Wertpapiers oder Rechts," "Kauf/Verkauf: Verkauf," and transaction dates/prices, which are characteristic of insider trading or director transaction reports. This directly matches the definition for Director's Dealing (DIRS). The document length is short, but it is the report itself, not an announcement of a report.
2003-05-21 German

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