Large-cap companies news
LPP: 2Q20/21 recurring financial results in line with our forecasts; strong sales and profitability; PLN 135 million write-offs due to German’s business restructuring, below our assumptions
CD Projekt: Buy-back update
Azoty: Further energy compensations
Tauron: New supervisory board member
PGE: Sale of subsidiary
Alior: Report for 1H20 to come on August 19
Banks: Loosening of credit policies planned for 3Q20
Banks: Decline in deposits costs
PKO BP: 2Q20E results’ preview – results to come tomorrow
Pekao: 2Q20E results’ preview – results to come tomorrow
Small- and mid-cap companies news
PlayWay: Junkyard Simulator will debut on September 3 in Steam early access
Boombit Games: Number of downloads might have reached 16 million in July (+33% mom) - SensorTower
GTC: Performance of the shopping malls
Votum: Insider buying
Ronson: Stock goes ex-dividend (12M EFV adjusted accordingly)
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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