DM BOŚ: Daily research report – date 29.07.2020
Headlines
Conferences calendar … 2
Large-cap companies news … 3
CD Projekt: AGM voted against the equity issue in 2020-2025 motivation program; the assumptions of the program were accepted
mBank: CEO on challenges for the sector
Alior: Watchdog to pursue further the fine for W Investment case
Handlowy: Change of 1H20 financial report release date
Orange PL: Increase in bad debts expected in 3/4Q20
PGE: 6M delay and likely higher costs of Turów power plant
Tauron, PGNIG: Tauron and PGNiG extend exclusive talks on Tauron's heat unit sale by 8 weeks
Utilities: Crash of talks with labour unions over PGG restructuring
Banks: MinFin on lower risk weight in commercial lending
Banks: Leasing show limited growth in overdue liabilities
Banks: FX mortgage loans litigation statistics for 1H20
Banks: Higher prices in banks
Asset managers: Head of PFR on PPK outlook
mBank: 2Q20E results’ preview – challenges on many fronts
Orange PL: 2Q20E results preview
Small- and mid-cap companies news … 9
GTC: 1Q20 financial results released; below expectations
GTC: No dividend from 2019 profit
LSI Software: 2Q20 preliminary revenues revealed; 22% yoy drop
Creepy Jar: 1H20 preliminary results revealed
OEX: 2Q20 results’ forecast
Eurotel: 2Q20 results forecasts
BAH: Lack of import agreement
Marvipol: Final disposal of two logistic facilities in Warsaw
LiveChat: Stock goes ex-dividend; 12M EFV adjusted accordingly
Poland: capital market calendar … 13
DM BOÅš Coverage Universe … 18
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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