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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 2018-04-03 M&A Activity
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: Absichtserklarung zur Grundung eines neuen Unternehmens
M&A Activity Classification · 99% confidence The document is classified as an 'Ad-hoc' announcement dated April 3, 2018, published via DGAP (a service for regulatory news). The content details an 'Absichtserklärung' (Letter of Intent) regarding the formation of a joint venture (coraixx GmbH & Co. KGaA) between capsensixx AG and INQUENCE GmbH. This type of material event disclosure, which is not a standard periodic report (like 10-K or IR) or a specific shareholder action document (like DEF 14A or DVA), falls best under the general category for regulatory announcements or significant corporate actions that don't fit elsewhere. Since it is a formal, time-sensitive disclosure of a material event (a planned transaction/JV formation) mandated by regulations (referencing Article 17 of EU Regulation No. 596/2014 - MAR), and it is not a specific report type listed (like M&A Activity (TAR) which is usually for completed bids/mergers, or Capital Update (CAP) which is usually for fundraising), the most appropriate general category for significant, non-standard regulatory news is 'Regulatory Filings' (RNS). The document length is moderate (6718 chars), but its nature is that of an immediate disclosure of an intent, not the final report itself.
2018-04-03 German
PEH Wertpapier AG: Vorlaufige Ergebniskennziffern 2017 deutlich starker angestiegen als erwartet
Earnings Release Classification · 100% confidence The document is dated February 5, 2018, and is titled 'PEH Wertpapier AG: Vorläufige Ergebniskennziffern 2017 deutlich stärker angestiegen als erwartet' (Preliminary Earnings Figures 2017 significantly higher than expected). It reports preliminary key figures for the full fiscal year 2017 (EBITDA, Net Income, DVFA EPS) and mentions that the full 'Geschäftsbericht 2017' (Annual Report) will be published later on April 10, 2018. Since this is an early announcement of key financial results for a period (the fiscal year 2017) before the comprehensive Annual Report (10-K equivalent) is released, it fits the definition of an Earnings Release (ER). It is not the full report itself, nor is it a transcript or a management discussion. FY 2017
2018-02-05 German
PEH Wertpapier AG: Quartalsergebnis III/2017 +101,7% gegenuber III/2016
Earnings Release Classification · 100% confidence The document is explicitly titled "Zwischenmitteilung" (Interim Report) and covers the period from January 1, 2017, to September 30, 2017 (9-month period and Q3 results). It contains detailed financial figures (Bruttoprovisionserträge, EBITDA, Ergebnis vor Steuern, etc.) for the reporting period. This structure and content strongly indicate a comprehensive financial report for a period shorter than a year. This aligns perfectly with the definition of an Interim / Quarterly Report (Code: IR). It is not an Earnings Release (ER) because it is a comprehensive report, not just the initial highlights, and it is not an Annual Report (10-K) as it covers only 9 months. 9M 2017
2017-11-19 German
PEH Wertpapier AG: Vorlaufige Quartalszahlen deutlich starker als erwartet angestiegen
Earnings Release Classification · 100% confidence The document is titled 'PEH Wertpapier AG: Vorläufige Quartalszahlen deutlich stärker als erwartet angestiegen' and explicitly mentions 'Vorläufige Zahlen für die Zwischenmitteilung zum 30. September 2017' and 'Quartalsergebnis III/2017'. It provides key preliminary financial highlights (EBITDA, Net Income, EPS) for the third quarter and the first nine months of 2017. This content structure—a brief announcement of preliminary results for a shorter period than a year—is characteristic of an Earnings Release (ER). Although it mentions the full 'Zwischenmitteilung' (Interim Report) will be published later, this specific document is the initial announcement of the key figures, fitting the ER definition best. It is too short and preliminary to be classified as a full Interim Report (IR). 9M 2017
2017-10-31 German
Jahresabschluss zum Geschäftsjahr vom 01.01.2016 bis zum 31.12.2016
Audit Report / Information Classification · 98% confidence The document is a formal 'Jahresabschluss' (Annual Financial Statement) for the fiscal year 2016, including a balance sheet (Bilanz), notes (Anhang), and details on the board of directors. It contains comprehensive financial data and accounting principles, which aligns with the definition of an Annual Report (10-K). Although it is a German entity, the content represents the full annual financial reporting package, not just an announcement or a summary. FY 2016
2017-10-20 German
Declaration of Voting Results & Voting Rights Announcements 2017
Declaration of Voting Results & Voting Rights Announcements Classification · 100% confidence The document is explicitly titled 'Notification of Major Holdings' and details changes in voting rights percentages (crossing thresholds) for a specific shareholder (Mr Rudolf Locker) in PEH Wertpapier AG, referencing German Securities Trading Act (WpHG) sections related to voting rights notifications. This directly corresponds to the definition of 'Major Shareholding Notification'. Although the header mentions 'Voting Rights Announcements', the content is a specific regulatory filing about share ownership thresholds being crossed, which maps precisely to the 'Major Shareholding Notification' category (MRQ). It is not an AGM result (DVA), nor a general regulatory filing (RNS), as MRQ is more specific.
2017-10-05 English

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