Report
Research Team
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DM BOŚ: Daily research report – date 25.08.2020

Headlines

Conferences calendar … 2

Large-cap companies news … 3

Eurocash: 2Q20 results released – yoy EBITDA contraction slightly lower than expected, weaker yoy, but still strong OCF

KGHM: Production and sale volumes for July

PKO BP: State treasury files draft resolutions for upcoming AGM

PZU: Impairments on bank stocks stakes?

Kruk: Regulator clears bond program

Insurance: Rise of insurance policy prices

Small- and mid-cap companies news … 6

Ten Square Games: 2Q20 results released – marginally below the market expectations; strong revenues and low marketing reported in July, which implies doubling profit margin between March and July

Ten Square Games: Hunting Clash had its global launch yesterday

Dom Development: 2Q20 results released

Unimot: 2Q20 results revealed; Good adjusted EBITDA in line with preliminary figures published earlier

Budimex: 2Q20 financial results released

Comp: 2Q20 results’ forecast – burdened by the pandemic restrictions

KÄ™ty: Forecasts’ upgrade

Getin Holding: Watchdog launches the inquiry into safeguarding banks

CI Games: Equity issue of up to 21,000,000 shares

Video Games: Polish developers during Gamescom 2020 video games trade show – preview

Poland: capital market calendar … 13

DM BOÅš Coverage Universe … 18

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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