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PEH Wertpapier AG — Investor Relations & Filings

Ticker · PEH ISIN · DE0006201403 LEI · 529900P1X7BY0WE24F38 F Financial and insurance activities
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Filings indexed 333 across all filing types
Latest filing 2019-07-10 Regulatory Filings
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: Ausblick fur das zweite Halbjahr 2019: Dow hat Potenzial bis uber 30.000 Punkte
Regulatory Filings Classification · 95% confidence The document is a news release dated July 10, 2019, from PEH Wertpapier AG, titled 'Ausblick für das zweite Halbjahr 2019' (Outlook for the second half of 2019). It contains market forecasts, investment recommendations (focusing on US tech stocks vs. European stocks), and commentary on macroeconomic factors (trade policy, interest rates). Crucially, it highlights the performance of a specific fund managed by the company (PEH Empire Fonds). This content structure—market commentary, outlook, and fund performance summary released outside of a formal quarterly filing period—is characteristic of an Earnings Release (ER) or a general market commentary piece. Since it is an outlook/commentary rather than the formal release of audited financial statements (10-K/IR) or a transcript (CT), and it focuses on forward-looking statements and performance highlights, 'ER' (Earnings Release) is the most appropriate fit, even though it's a mid-year outlook rather than a strict quarterly earnings report. It is not a formal regulatory filing like 10-K or IR, nor is it a presentation (IP) or a management discussion (MDA), but rather a public announcement of market views.
2019-07-10 German
DGAP-DD: PEH Wertpapier AG deutsch
Director's Dealing Classification · 100% confidence The document is explicitly titled 'Directors’ Dealings' and contains the German equivalent header 'DGAP-DD: ... Meldung und öffentliche Bekanntgabe der Geschäfte von Personen, die Führungsaufgaben wahrnehmen...' which translates to 'Announcement and public disclosure of transactions by persons discharging managerial responsibilities...'. Section 4 details the 'Art des Geschäfts' (Type of transaction) as 'Kauf' (Buy) involving shares, prices, and dates. This directly corresponds to the definition of Director's Dealing (insider trades by executives).
2019-07-10 German
Datum:05.07.2019
Annual Report Classification · 100% confidence The document is titled 'Jahres- und Konzernabschluss zum 31.12.2018' (Annual and Consolidated Financial Statements as of 31.12.2018) and contains a 'Konzernlagebericht' (Group Management Report). It provides detailed financial performance, segment reporting, and management analysis for the fiscal year 2018. As it is the comprehensive annual financial report for the company, it is classified as a 10-K (Annual Report). FY 2018
2019-07-05 German
PEH Wertpapier AG: Borsenampeln springen auf Dunkelrot: PEH Empire Fonds reduziert Aktienquote von 96% auf 0%
Regulatory Filings Classification · 99% confidence The document is a news release from PEH Wertpapier AG, dated June 3, 2019, distributed via DGAP. It discusses a significant change in the asset allocation (reducing stock exposure from 96% to 0%) of the PEH Empire Fonds based on their proprietary indicator system signaling potential market downturns and recession risks. This type of announcement, detailing a specific action taken by a fund manager in response to market conditions, is characteristic of an update related to fund management or capital structure changes, but most closely aligns with an announcement regarding fund strategy or performance updates that are not standard regulatory reports (like 10-K or IR). Since it details a major shift in investment strategy and performance relative to benchmarks, it fits best under Capital/Financing Update (CAP) as it directly relates to the fund's capital deployment strategy, or potentially a specialized Investor Presentation (IP) if it were a presentation, but as a news release detailing a strategic move, CAP is a strong fit. However, given the context of fund performance and strategic shifts, it is essentially an update on the fund's positioning. Since there is no specific code for 'Fund Strategy Update,' and it is not a formal earnings release (ER) or interim report (IR) for a company, but rather a fund manager's action, I will evaluate the closest fit. It is not a dividend announcement (DIV), Net Asset Value (NAV), or a general regulatory filing (RNS). It is an announcement about the fund's capital allocation strategy. Given the options, 'CAP' (Capital/Financing Update) covers significant changes in how capital is managed or structured, which this drastic shift in equity exposure represents. Alternatively, if this were interpreted as a general market commentary/update, RNS might apply, but the focus is highly specific to the fund's capital deployment. I will classify it as CAP due to the explicit mention of reducing the 'Aktienquote' (stock quota) to zero, which is a major capital structure decision for the fund.
2019-06-03 German
PEH Wertpapier AG: Nettoprovisionseinnahmen steigen in Q1 auf 7,1 Mio. Euro; + 4 % ggu. Vorjahresquartal
Earnings Release Classification · 100% confidence The document is titled 'PEH Wertpapier AG: Nettoprovisionseinnahmen steigen in Q1 auf 7,1 Mio. Euro; + 4 % ggü. Vorjahresquartal' and contains the keyword 'Quartals-/Zwischenmitteilung' (Quarterly/Interim Report notification). It details key financial figures (Nettoprovisionseinnahmen, EBITDA, EBT) for the first quarter (Q1 2019) compared to the prior year quarter, discusses business segments, and provides a mid-term outlook. This structure strongly indicates a report covering a period shorter than a full year. Since it provides the actual results and analysis, it is classified as an Interim/Quarterly Report (IR), not just an announcement of a report (RPA). The length (8854 chars) is substantial enough to be the report content itself. Q1 2019
2019-05-22 German
PEH Wertpapier AG: Bekanntmachung der Einberufung zur Hauptversammlung am 28.06.2019 in Frankfurt am Main mit dem Ziel der europaweiten Verbreitung gema 121 AktG
AGM Information Classification · 99% confidence The document is explicitly titled and structured as a 'Bekanntmachung der Einberufung zur Hauptversammlung' (Announcement of the Convocation for the General Meeting) for PEH Wertpapier AG, scheduled for June 28, 2019. It details the agenda ('Tagesordnung') which includes the presentation of the 2018 annual financial statements, dividend proposals, and voting on board discharge, which are standard items for an Annual General Meeting (AGM). The key indicator is the explicit invitation to shareholders for the 'ordentlichen Hauptversammlung' (ordinary General Meeting). This directly corresponds to the AGM Information category.
2019-05-17 German

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