Skip to main content
PEH Wertpapier AG logo

PEH Wertpapier AG — Investor Relations & Filings

Ticker · PEH ISIN · DE0006201403 LEI · 529900P1X7BY0WE24F38 F Financial and insurance activities
Open in API
Filings indexed 333 across all filing types
Latest filing 2002-08-02 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
Earnings Release Classification · 100% confidence The document is an 'Ad-hoc-Mitteilung' (Ad-hoc announcement) dated August 2, 2002, summarizing key financial results for the 'Halbjahresbericht 1. Halbjahr 2002' (First Half Year 2002 Report). It provides key performance indicators (Profit Before Tax, Net Income, Revenue) for the first half of the year, which is a period shorter than a full year. This strongly indicates an Interim/Quarterly Report summary. Since it is a summary announcement and explicitly mentions that the 'vollständige Zwischenbericht' (complete interim report) is available online, it functions as an Earnings Release (ER) or the announcement of an Interim Report (IR). Given the detailed financial figures provided for the half-year period, it aligns best with the content of an Interim Report (IR), even though it is presented as an initial release. The length is short (1927 chars), suggesting it's the release *about* the report, but the content is the core financial summary for the interim period. Comparing ER (initial highlights only) and IR (comprehensive report for a shorter period), this document contains the core figures for the half-year, making IR the most appropriate classification for the *subject matter* being reported, even if this specific document is the announcement of it. However, following Rule 2 (Menu vs Meal), if it's an announcement pointing to the full report, RPA or ER might be considered. Since it details the results for the half-year period, it functions as the primary Earnings Release for that period, but the definition of IR is 'Comprehensive financial report for a period shorter than a year'. This document is the summary of that report. Given the specific mention of 'Halbjahresbericht' (Half-Year Report), the classification 'Interim / Quarterly Report' (IR) is the most accurate description of the underlying document being summarized/released. H1 2002
2002-08-02 German
PEH Wertpapier AG
Earnings Release Classification · 100% confidence The document is explicitly titled 'Ad-hoc-Mitteilung' (Ad-hoc announcement) and reports on the financial results for the '1. Quartal 2002' (First Quarter 2002). It provides key financial highlights (Provisionserträge, Ergebnis nach Steuern, betreutes Volumen) and mentions a dividend proposal. This structure—a brief announcement summarizing key figures for a specific interim period—is characteristic of an Earnings Release (ER). Although it mentions the 'Quartalsbericht' (Quarterly Report), the document itself is the initial, brief announcement of those results, not the comprehensive report (which would be an IR). The length (2254 chars) also supports it being a summary announcement rather than a full report. Q1 2002
2002-05-03 German
PEH Wertpapier AG
Earnings Release Classification · 100% confidence The document is titled 'Ad-hoc' and contains key financial figures for the fourth quarter and the full year 2001, including 'Ergebnis nach Steuern' (Net Income) and 'Betreutes Volumen' (Assets Under Management). It explicitly compares results year-over-year and quarter-over-quarter, and provides forward guidance for 2002. This structure—a brief, immediate announcement of periodic financial results—is characteristic of an Earnings Release (ER). It is too brief and focused on highlights to be a full Interim Report (IR) or Annual Report (10-K). The 'Ad-hoc' nature strongly suggests an immediate disclosure of material information, which aligns best with an Earnings Release. FY 2001
2002-03-11 German
PEH Wertpapier AG
M&A Activity Classification · 99% confidence The document is an 'Ad-hoc-Mitteilung' (Ad-hoc announcement) dated November 9, 2001, released via DGAP. It contains key highlights regarding the cancellation of a planned merger (FondsKapital AG), a brief summary of the Q3 2001 financial results (profit after tax, EBITDA), and an announcement of a board member's resignation. This structure—a brief, immediate announcement of material, non-public information, including key financial metrics but not the full detailed report—is characteristic of an Earnings Release (ER) or a general regulatory announcement. Since it explicitly details the 'sehr gutes Ergebnis im 3. Quartal 2001' (very good result in Q3 2001) and provides key performance indicators for the period, it fits the definition of an Earnings Release (ER) better than a general Regulatory Filing (RNS), although it also contains corporate action news (merger cancellation and board change). Given the focus on period results, ER is the most specific fit among the financial reporting codes.
2001-11-09 German
PEH Wertpapier AG
M&A Activity Classification · 99% confidence The document is labeled 'Ad-hoc' and dated September 10, 2001. It details the increase of PEH Wertpapier AG's stake in ABSOLUTE+PLUS Ltd. from 25% to 50% and provides financial updates (profit exceeding plans) for ABSOLUTE+PLUS. This announcement concerns a significant corporate transaction involving an investment/acquisition (increasing ownership in another entity) and related financial performance updates. This fits best under Capital/Financing Update (CAP) as it relates to capital structure changes/investment activities, or potentially Regulatory Filings (RNS) if it were a general announcement. However, since it explicitly details an increase in ownership/investment in another company, 'CAP' is a strong candidate, though 'RNS' is often used for general ad-hoc news. Given the focus on increasing investment/stake, which is a form of capital/financing activity related to corporate structure, I will lean towards CAP. If the options were broader, M&A (TAR) might apply, but this is an investment increase, not a full takeover. Since it is an ad-hoc announcement detailing a significant investment increase and performance update, and it doesn't fit perfectly into the other specific categories like ER, IR, or DIV, RNS (Regulatory Filings/General Announcement) is the safest and most common classification for non-standard, time-sensitive ad-hoc disclosures that don't fit elsewhere, especially when the core action is an investment increase rather than a financing round or share buyback. Given the options, RNS is the most appropriate fallback for a general ad-hoc disclosure of corporate activity not covered by other specific codes.
2001-09-10 German
PEH Wertpapier AG
Earnings Release Classification · 100% confidence The document is labeled 'Ad-hoc' and dated '20 August 2001'. It discusses key business developments, including a decrease in EBITDA for the first half of 2001, growth in assets under management, and a significant announcement regarding the acquisition of a 90% stake in FondsKapital AG. This format—a brief, immediate announcement of material, non-public information concerning financial performance and corporate actions (like M&A/investment)—is characteristic of an Earnings Release (ER) or a general Regulatory Filing (RNS). Since it provides specific financial highlights (EBITDA, revenue changes) and a major corporate action (acquisition), it fits the definition of an Earnings Release (ER) better than a general RNS, although it is not a full quarterly report (IR). Given the focus on period results (1. Halbjahr 2001) and immediate material news, ER is the most appropriate specific code. The length (3501 chars) is typical for an initial release. H1 2001
2001-08-20 German

Browse filings by year

28 years

Report missing filing

Can't find a specific document? Let us know and we'll add it within 24 hours.

We will notify you once the filing is added.
Report sent
Thank you. We will check the data and update it shortly.