Report
Research Team
EUR 20.00 For Business Accounts Only

DM BOŚ: Daily research report – date 15.10.2020

Conferences calendar … 2

Large-cap companies news … 3
CD Projekt: Night City Wire – Part 4 event will take place today at
6 PM
Pekao: BFG notifies on MREL requirements
Funds flows: IZFiA on inflows

Small- and mid-cap companies news … 4
Bogdanka: 3Q20 preliminary results revealed; Weaker than
expectations despite relatively high sales
Bogdanka: Head of supervisory board resigns
Asbis: IR Director on the Company’s outlook – strong 2H20
earnings expected, still very favourable market environment.
Bloober Team: Blair Witch will be distributed via Epic Games Store

Poland: capital market calendar … 6

DM BOŚ Coverage Universe … 11

Underlyings
ASBISc Enterprises

BANK POLSKA KASA OPIEKI SA

Bank Polska Kasa Opieki (the Bank) is a commercial bank providing a range of banking services, mainly in Poland. The segments of the Bank are as follows: Retail banking, which comprises all banking activities related to retail customers and small and micro companies; Private banking, which comprises all banking activities related to the affluent individual customers; Corporate and Investment banking, which comprises all banking activities related to the companies, interbank market, debt securities and other instruments; and Assets and Liabilities Management and other, which is engaged in the supervision and monitoring of fund transfers, and other activities centrally managed.

BLOOBER TEAM SA

Bloober Team SA is a Poland-based company primarily engaged in video games development. The Company focuses on designing and publishing games for consoles and mobile devices. Its projects range includes multi- and single-player games, which stories are placed in imaginary world. The Company's portfolio comprises a number of game titles, such as Layers Of Fear, BRAWL, Medium and Scopophobia. The Company sells games online via digital distribution network. Its video games are created for PlayStation, Xbox, Android system and Steam platform. The Company operates through iFun4all Sp z oo, iPlacement Sp z oo and Neuro Code Sp z oo, Digital Games Services Sp z oo and WFH Games Sp z oo, among others.

CD Projekt S.A.

CD Projekt is a holding company of the CD PROJEKT Capital Group which conducts its operations in two activity segments: CD PROJEKT RED and GOG.com. CD PROJEKT RED's activities cover the creation and publication of videogames, licensing the associated distribution rights and manufacturing tie-in products which exploit the commercial appeal of brands owned by Co. The activities of GOG Ltd. involve digital distribution of videogames via Co.'s proprietary GOG.com distribution platform, on the basis of contracts signed by GOG Ltd. with producers, IPR holders and external publishers. The platform enables customers to purchase games, remit payment and download game files to their personal devices.

Lubelski Wegiel Bogdanka S.A.

Lubelski Wegiel Bogdanka is a hard coal manufacturing group based in Poland. Co.'s core business activities are mining and agglomeration of hard coal. The energetic coal sold by Co. is used mainly for the generation of electric and thermal energy as well as for cement production. Co.'s customers are mainly the industrial companies, first of all those acting in the power industry and situated in east and northern - east Poland. Co.'s mine is located in the part of Lubelskie Coal Basin (LZW) and performs its mining operations within the mining area with surface of 57 km2.

Provider
BOS Brokerage
BOS Brokerage

BOS Brokerage, with over 20-year experience, offers brokerage services on the Polish capital market to satisfy numerous needs of institutional and retail investors.

Our comprehensive offer includes brokerage services on both the stock exchange and the forex market as well as brokerage services on the energy market, debt and equity issues, distribution of investment funds and assets management.

BOS Brokerage analytical team belongs to the most appreciated and acclaimed on the market. According to Parkiet daily’s poll (as of January 7, 2019), DM BOŚ equity research team was selected by institutional investors as the third best in Poland. Moreover, the team members won several individual best analysts awards, including Sobiesław Pająk – IT (best analyst), media/telco (ranked 2.), strategy (ranked 4.), Tomasz Rodak – video games (best analyst), overall ranked 5., Łukasz Prokopiuk – chemicals (ranked 2.), mining (ranked 3.), Maciej Wewiórski – real estate (ranked 3.).

In August 2017 Parkiet daily indicated DM BOŚ recommendations as the most accurate over 12 months and according to the Puls Biznesu daily (as of April 11, 2017) DM BOŚ research team was the most prolific on the Polish market and issued the biggest number of recommendations (247) in the years 2014-2016.

The analysts handle over 80 companies listed on the Warsaw Stock Exchange.

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