DM BOŚ: Daily research report – date 31.07.2020
Headlines
Conferences calendar … 2
Large-cap companies news … 3
CD Projekt: 2Q20 results forecast
CD Projekt: Buy-back update
LPP: 2Q20/21 results on August 3; we expect decent figures
mBank: Management on outlook
mBank: Shares from the incentive program allowed to trading
Alior, ING BSK: Standstill agreement with Nextbike
Banks: BIK expectations for loan sales
Banks: Pengab data for July
Telecommunications services: Chinese companies to be excluded from 5G network equipment suppliers?
Small- and mid-cap companies news … 8
Asseco BS: 2Q20 results released – somewhat above the expectations
Unibep: 2Q20 results forecast – decent results expected
Erbud: 2Q20E results’ preview – lower yoy results mainly due to a high base and one-off gains in the base period
Toya: 2Q20 results preview
Celon Pharma: 2Q20 financials’ forecasts
Marvipol: Franchise agreement for the Kołobrzeg project
J.W. Construction: Land disposal
CI Games: Negotiations with big publisher to co-publish and co-finance LOTF2
DataWalk: Test project with the US integrator in the area of mitigation of effects of pandemic
Idea Bank: Sale of Idea Money
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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