Report
Research Team
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DM BOŚ: Daily research report – date 19.08.2020

Headlines

Conferences calendar … 2

Large-cap companies news … 3

Alior: Results’ review – poor showing, however comes as expected after prior profit warning

Azoty, Puławy, Police: Change in 2Q20 preliminary results based on a change in CO2 accounting standards in Puławy

Lotos: Refinery production slate for July revealed

PKN Orlen, Lotos: Agreement with State Treasury on the taking over of Lotos

CD Projekt: We are just 3.1 months before the Cyberpunk 2077’s planned debut – a period when delays happen

Orange PL: Options review in FTTH project

PGE: Management board member nominated

Small- and mid-cap companies news … 8

GTC: 2Q20 results released; negative revaluations of shopping malls, yet in line with preliminary release

Unimot: Sales in July revealed

Lena Lighting: 2Q20 financial results publication date changed

Poland: capital market calendar … 10

DM BOÅš Coverage Universe … 15

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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