Report
Research Team
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DM BOŚ: Daily research report – date 22.07.2020

Headlines

Conferences calendar … 2

Large-cap companies news … 3

Cyfrowy Polsat: 2Q20 results’ forecast – EBITDA down yoy by c. -10%, mainly on the back of slump in TV ad revenues and one-off costs related to COVID-19

PGNiG: Operating figures regarding 2Q20 revealed

PGNiG: Influence of Yamal deal annex on 2Q20 financial results

Orange PL: Changes in the management board

Kruk: Bond program to be opened

Handlowy: Distribution of shares in the incentive program

Banks: Head of cooperative association on outlook

Banks: Press on 2Q20 financial results expectations

Banks: Survey on help for FX mortgage borrowers

Small- and mid-cap companies news … 7

BAH: 1Q20 financials

VRG: 2Q20 results’ forecasts

Dom Development: 2Q20E results’ preview

Mercator Medical: Analyst call’s takeaways: demand remains strong, 3Q20 may be stronger than 2Q20

Erbud: Share buy-back, our 12M forward EVF adjusted accordingly

Budimex: New contract

Poland: capital market calendar … 11

DM BOÅš Coverage Universe … 16

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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