Dino Polska SA

Dino Polska is engaged in the business of retail sale in non-specialized stores with food, beverages and tobacco. In addition, Co. conducts processing of meats and the resulting products are dedicated, in the form of culinary meat, to external recipients within Co.'s retail chain. As of December 31, 2016, Co. operated a network of 628 Dino stores.
  • TickerDNP
  • ISINPLDINPL00011
  • ExchangeWarsaw Stock Exchange
  • SectorFood & Drug Retailers
  • CountryPoland

Equity Weekly 130820

Company Events: (* preview included in the Equity Weekly) Friday, 14/08/2020 PL: Agora, 2Q Earnings Release RU: ALROSA, 2Q Earnings Release* RO: Banca Transilvania, 2Q Earnings Release* RO: Digi Communications, 2Q Earnings Release* RO: Medlife, 2Q Earnings Release RO: Romgaz, 2Q Earnings Release* AT: Rosenbauer, 2Q Earnings Release* AT: Semperit, 2Q Earnings Release* RU: Rosneft, 2Q Earnings Release* Monday, 17/08/2020 RU: InterRAO, 2Q Earnings Release* Tuesday, 18/08/2020 AT: Flughafen Wien, Traffic figures AT: Flughafen Wien, 2Q Earnings Release* AT: Frequentis, 1H Earnings Release* ...

Research Team

WOOD Daily: EME Macro/Strategy, PLY PW, CEZ CP, RBI AV, TELEC CP, JMT PL, CDR PW, OPAP GA, BRISA TI, ENJSA TI, Previews (AYGAZ TI, TUPRS TI, EL RO, SNN RO, TEL RO, COTE RO, TRN RO)

HEADLINES: • EME macro/strategy: The next decade - the inflation cost of QE • Play Communications: soft 2Q20 results with adj. EBITDA down 2% yoy, in line with expectations NEUTRAL • CEZ: 2Q20 results in line, excluding provisions, and guidance marginally higher POSITIVE • RBI: 2Q20 results - strong beat to expectations, driven by risk charges POSITIVE • O2 CR: CTU publishes the Czech 5G auction rules NEUTRAL • Jeronimo Martins: PLN 115m fine from the antimonopoly watchdog NEGATIVE • CD Projekt: Night City Wire, episode 2 NEUTRAL • OPAP: scrip dividend take-up at 56%, with SAZKA Group full...

Research Team

The Rear-View Mirror – EME markets: Equities back in the red in EUR terms in July

EME Equity Market – July 2020 Market performance – majority of indices in the red, with the ISE30 Index down 12.6%. Following its mediocre decline in June, the MSCI EM Europe Index declined 4.4% in EUR terms, but gained 0.4% in local currency terms in July. Following the rather large decline in the Turkish equities, the MOEX Index was also down, 3.5%, in July; while the Athens’ benchmark declined 3.3% and the Romanian BET Index fell 3.2%. Following its gain last month, the PX Index declined by 2.4%, followed by the Hungarian BUX Index, -0.4%. The only benchmark with a positive return in EUR te...

Research Team

WOOD Daily: RU Macro; PL Retail; LTS PW; ENJSA TI; PL Utilities; YNDX US; MGNT LI; MOEX RX; LVC PW

HEADLINES: • Russia macro: CBR cuts policy rate by 25bps - monetary policy to remain the playmaker in the coming year • Polish retail: Lower House of Parliament votes sugar tax through - worst for Eurocash NEGATIVE • Lotos: announces 2Q20E estimates • Enerjisa Enerji: to raise TRY 1.5bn of debt • Polish utilities: Polish coal production may end in 2036 • Yandex: 2Q20E preview - key areas of focus (due out tomorrow) • Magnit: 2Q20E preview (due on 30 July) NEUTRAL • Moscow Exchange: 2Q20E preview - well on track to meet our 2020E forecasts (due on 21 August) • LiveChat Software: 1Q20-21E ...

Jakub Viscardi

Dino

Dino

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

Squarely in the neutral camp At this point in time the major global indexes (MSCI ACWI, ACWI ex-US, EAFE, EM) have failed to break above their respective resistance levels, leaving us squarely in the neutral camp. • We need to see more from cyclical value. We believe the aforementioned major global indexes are likely to remain below resistance or have limited upside unless and until we see more definitive signs of bottoming within cyclical value areas of the market (e.g., Materials, Energy, banks, major autos & parts, etc.)... see page 2. • Indicators supportive of a neutral outlook. Sever...

Dino Polska S.A.: 1 director bought

A director at Dino Polska S.A. bought 2,060 shares at 176.815PLN and the significance rating of the trade was 58/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of b...

Equity Weekly 130820

Company Events: (* preview included in the Equity Weekly) Friday, 14/08/2020 PL: Agora, 2Q Earnings Release RU: ALROSA, 2Q Earnings Release* RO: Banca Transilvania, 2Q Earnings Release* RO: Digi Communications, 2Q Earnings Release* RO: Medlife, 2Q Earnings Release RO: Romgaz, 2Q Earnings Release* AT: Rosenbauer, 2Q Earnings Release* AT: Semperit, 2Q Earnings Release* RU: Rosneft, 2Q Earnings Release* Monday, 17/08/2020 RU: InterRAO, 2Q Earnings Release* Tuesday, 18/08/2020 AT: Flughafen Wien, Traffic figures AT: Flughafen Wien, 2Q Earnings Release* AT: Frequentis, 1H Earnings Release* ...

Research Team

The Rear-View Mirror – EME markets: Equities back in the red in EUR terms in July

EME Equity Market – July 2020 Market performance – majority of indices in the red, with the ISE30 Index down 12.6%. Following its mediocre decline in June, the MSCI EM Europe Index declined 4.4% in EUR terms, but gained 0.4% in local currency terms in July. Following the rather large decline in the Turkish equities, the MOEX Index was also down, 3.5%, in July; while the Athens’ benchmark declined 3.3% and the Romanian BET Index fell 3.2%. Following its gain last month, the PX Index declined by 2.4%, followed by the Hungarian BUX Index, -0.4%. The only benchmark with a positive return in EUR te...

Jakub Viscardi

Dino

Dino

Research Team

DM BOŚ: Daily research report – date 3.07.2020

Headlines Conferences calendar … 2 Large-cap companies news … 3 PKN Orlen: Model margins for June revealed JSW: Methane explosion in Budryk mine Cyfrowy Polsat: UOKiK’s consent for takeover of Interia granted Dino: Shops openings in 2Q20 revealed Dino: Mr. Szymon Piduch nominated to supervisory board CD Projekt: We played Cyberpunk 2077 – our hands on impressions: positive, but still much polishing to do PGE: Trade unions plans protests in Bełchatów and Warsaw Santander BP: Leasing securitization with EIB PKO BP: Traffic in branches declines by nearly a third Banks: Rising number o...

Raiffeisen Centrobank Equity Daily 02.07.2020

 AT: FACC - Successful redemption of EUR 90 mn bond, EUR 60 mn credit facility completed (neutral)  AT: S&T - S&T acquired German IT service provider CITYCOMP Group (neutral)  AT: S&T - S&T concludes 2020 share buyback programme (neutral)  HU: MOL - June model refining margins turned negative, petchem margins 20% lower mom (negative)  HU: Wizz Air - June load factor 52%, capacity utilization at 25% (neutral)  PL: Bank Pekao - Quercus apparently still interested in Xelion (neutral)  PL: CCC - 2Q 20 preliminary figures impacted by PLN 147 mn reserve and further impairments expected with 1...

Research Team

WOOD Daily: EME Macro/Strategy, PLY PW, CEZ CP, RBI AV, TELEC CP, JMT PL, CDR PW, OPAP GA, BRISA TI, ENJSA TI, Previews (AYGAZ TI, TUPRS TI, EL RO, SNN RO, TEL RO, COTE RO, TRN RO)

HEADLINES: • EME macro/strategy: The next decade - the inflation cost of QE • Play Communications: soft 2Q20 results with adj. EBITDA down 2% yoy, in line with expectations NEUTRAL • CEZ: 2Q20 results in line, excluding provisions, and guidance marginally higher POSITIVE • RBI: 2Q20 results - strong beat to expectations, driven by risk charges POSITIVE • O2 CR: CTU publishes the Czech 5G auction rules NEUTRAL • Jeronimo Martins: PLN 115m fine from the antimonopoly watchdog NEGATIVE • CD Projekt: Night City Wire, episode 2 NEUTRAL • OPAP: scrip dividend take-up at 56%, with SAZKA Group full...

Research Team

WOOD Daily: RU Macro; PL Retail; LTS PW; ENJSA TI; PL Utilities; YNDX US; MGNT LI; MOEX RX; LVC PW

HEADLINES: • Russia macro: CBR cuts policy rate by 25bps - monetary policy to remain the playmaker in the coming year • Polish retail: Lower House of Parliament votes sugar tax through - worst for Eurocash NEGATIVE • Lotos: announces 2Q20E estimates • Enerjisa Enerji: to raise TRY 1.5bn of debt • Polish utilities: Polish coal production may end in 2036 • Yandex: 2Q20E preview - key areas of focus (due out tomorrow) • Magnit: 2Q20E preview (due on 30 July) NEUTRAL • Moscow Exchange: 2Q20E preview - well on track to meet our 2020E forecasts (due on 21 August) • LiveChat Software: 1Q20-21E ...

Research Team

WOOD Daily: OTKAR TI; CETV US; GWI LN; PL Retail; CEZ CP; PL Telecoms; PL Utilities; CIE PW; MOEX RX; KCEL KZ

HEADLINES: • Otokar: priced for perfection, despite headwinds (downgraded to SELL) • CME: 2Q20 results - sales and OIBDA 26% down yoy due to pandemic NEUTRAL • Globalworth: 1H20 trading update - encouraging leasing result NEUTRAL • Polish retail: negative sales dynamics in small stores and supermarkets in June NEGATIVE • CEZ: cabinet approves financing model for new nuclear POSITIVE • Polish telecoms: UKE announces public consultations on the use of the 26GHz band NEUTRAL • Polish utilities: government officially confirms works on energy overhaul • Ciech: sells epoxy resins business for PLN ...

Research Team

WOOD Daily: FINT SG; CCC PW; KOMB CP; EU Natural Gas; RO Politics; UKR Macro; RU Macro; EME Strategy – PL OFEs; LVC PW; TEN PW; BFT PW; CPS PW; WPL PW; DNP PW; GPW PW; Rear-View Mirror

HEADLINES: • Fintel Energija: small, but powerful (BUY - initiation of coverage) • CCC: mixed bag in 2Q20, potential capital increase at eobuwie NEUTRAL • Komercni Banka: Czech local press speculates that SocGen may sell Komercni NEUTRAL • European natural gas monthly: June 2020 NEUTRAL • Romanian politics: economic stimulus plan of EUR 100bn over 10 years POSITIVE • Ukraine macro: NBU governor resigns NEGATIVE • Russia macro: referendum results do not compromise further fiscal stimulus • EME Strategy: OFE reform likely postponed until 2021E NEGATIVE • LiveChat Software: key takeaways from P...

Research Team

The Rear-View Mirror – EME markets: Equity returns mixed as rebound forces weaken

EME Equity Market – June 2020 Market performance – in June, Turkish equities performed the best (+7.7%), while Hungary was the weakest (-2.2%). Following its rebound in the past couple of months, the MSCI EM Europe Index declined in June, losing 1.8% in EUR terms and 0.6% in local currency terms. Turkish equities were the best performers, with the ISE30 Index +7.7%, followed by Prague’s PX Index (+3.5%), and the WIG20 (+2.3%). After its good run in May, the Romanian BET lost 0.3% in June, while the Russian MOEX was down 2%. Greek equities declined 2.1%, while the worst-performing index was the...

DINO POLSKA SA sees an upgrade to Positive due to a better fundamental star rating

The general evaluation of DINO POLSKA SA (PL), a company active in the Food Retailers & Wholesalers industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 4 out of 4 possible stars while its market behaviour can be considered as defensive. theScreener believes that the additional star(s) merits the upgrade of its general evaluation to Positive. As of the analysis date May 29, 2020, the closing price was PLN 182.60 and its potential was estimated at PLN 199.04.

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