DM BOŚ: Daily research report – date 1.09.2020
Headlines
Conferences calendar … 2
Large-cap companies news … 3
PGE: 2Q20 preliminary results released – adjusted EBITDA broadly in line with the expectations, reported bottom line heavily pulled down by assets write-offs
CD Projekt: Cyberpunk 2077 won five Best Gamescom awards
Kruk: AGM agrees on share buyback
Banks: Press on challenges in corporate lending
Banks: NBP data on loan sales and interest rates
Banks: ZBP on Pengab and mortgage sales
Banks: Data for sales of loans for entrepreneurs
Banks: Court rulings data for August in FX mortgage litigation
Small- and mid-cap companies news … 6
Unibep: 2Q20 results released – decent, yet fully in line with expectations
Inter Cars: Strong 2Q20 financials; NP up 66% yoy and 308% qoq; ND/EBITDA at 2x; inventories lower yoy
Comp: 2Q20 results released – below the expectations due to weaker IT segment
Comp: Share buyback programme accepted by the AGM
Comarch: Backlog
Dom Development: AGM votes through a hefty dividend
Tower Investment: Disposal of a project in Warsaw
Getin Noble: Impairment to show growth in 2Q20 results
Poland: capital market calendar … 10
DM BOÅš Coverage Universe … 14
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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