Headlines
Conferences calendar … 2
Large-cap companies news … 3
Asseco Poland: (i) 2Q20 results released (ahead of original expectations (yet NI in line with preliminary figure)), (ii) backlog (slower yoy growth than a quarter ago, yet still strong)
Kruk: 2Q20 financial results released
CD Projekt: Changes in realization of 2020-2025 motivation program to be voted during next EGM (on September 22)
Bogdanka: New supervisory board members
Non-banks lenders: Sales of consumer loans
Small- and mid-cap companies news … 10
11 bit studios: 2Q20 results released – close to the market expectations; net profit boosted by low IP BOX tax rate
J.W. Construction: 2Q20 results released – very weak showing yet in line with our forecast
Marvipol Development: 2Q20 results released – uninspiring showing, yet slightly above our expectations
Getin Noble: Epidemic one-off item provisions to reach PLN 90 million
Bloober team: Observer: System Redux will debut on Steam in 4Q20; demo available now
Poland: capital market calendar … 13
DM BOÅš Coverage Universe … 17
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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