Report
Research Team
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DM BOŚ: Daily research report – date 30.09.2020

Headlines

Conferences calendar … 2

Large-cap companies news … 3

CD Projekt: Mandatory crunch ordered in CD Projekt - Bloomberg

Small- and mid-cap companies news … 4

Enel-Med: Strong 2Q20 financials; above forecasts

PlayWay: 2Q20 results released – above the expectations

KGL: 2Q20 results’ forecast, decent showing in terms of the profit margins expected

Sanok: Management outlook in Parkiet daily

Budimex: Management outlook

Budimex: The disposal trial of the resi-development arm

Mercor: AGM votes through DPS of PLN 0.25

Erbud: New contract

Bogdanka: Coal production target lowered to 7.4 million tonnes for 2020

Ciech: Insider buying

Ferro: 12M EFV adjusted for dividend

Poland: capital market calendar … 9

DM BOŚ 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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