Headlines
Conferences calendar … 2
Large-cap companies news … 3
PKN Orlen: Model margins for August revealed
Eurocash: Insider buying
mBank: Management on obtains shares in an incentive program
Handlowy: Reboot of multi-currency card for retail clients
Banks: Fitch ratings on outlook
Banks: CEOs on outlook
Pension funds: Press on upcoming changes to OFEs
CD Projekt: 2Q20 results forecast – results after today’s session close
Small- and mid-cap companies news … 6
Erbud: 2Q20E results released – above market consensus and our forecast, growing gross profit on sales margin bodes very well for 2H20 results
Votum: Buy (–), Overweight (–); 12M EFV at PLN 30.4.
Famur: Appendix to credit contract signed
OEX: Stock goes ex-dividend; 12M EFV adjusted accordingly
Poland: capital market calendar … 8
DM BOÅš Coverage Universe … 12
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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