DM BOŚ: Daily research report – date 31.08.2020
Headlines
Conferences calendar … 2
Large-cap companies news … 3
Asseco Poland: Management outlook (M&A targets, pandemic-triggered economic crisis – ST versus LT fallout, the DACH banking software JV with Adesso, contract with Cyfrowy Polsat, the second half of the year for segment ‘Poland’)
Kruk: Management on outlook
LPP: New lease conditions at LPP Deutschland
PGNiG: Cooperation in hydrogen technology research
Banks: Open Banking gets more popular
Banks: Interest revenue in the sector
Banks: S recommendation proposal to introduce new type of mortgages
Small- and mid-cap companies news … 6
Comarch: 2Q20 results released – P&L unexciting (albeit broadly in line with expectations), yet strong (albeit probably unsustainable) OCF
LiveChat: 2Q20 results released – very strong, yet a tad below the expectations
Famur: 2Q20 results revealed; Stronger EBITDA than expected, very good operating cash lead to improvement in balance sheet
Asseco BS: Board member in charge of export markets resigns
CI Games: The Company will collect PLN 25.2 million from the equity issue
Creepy Jar: Green Hell: The Spirits of Amazonia – new mode/DLC announced during Gamescom; Chimera officially announced
Getin Holding: Banks stop lending activity in Belarussia
COVID19: New cases and 7 days average trend
Unibep: 2Q20 results forecast – decent results expected
Comp: 2Q20 results’ forecast – burdened by the pandemic restrictions
Poland: capital market calendar … 19
DM BOÅš Coverage Universe … 23
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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