DM BOŚ: Daily research report – date 4.09.2020
Headlines
Conferences calendar … 2
Large-cap companies news … 3
CD Projekt: 2Q20 results’ released – marginally below the market consensus; another delay of Cyberpunk seems unlikely
Bogdanka: 2Q20 results revealed; EBITDA in line with the preliminary figures published earlier
PKN Orlen, PGNiG: Letter of intent regarding possible mutual investments in Ostrołęka project
JSW: Hard coal remains a critical raw material, according to the European Commission
mBank: Management on obtains shares in an incentive program
mBank: Dropping out from STOXX Eastern Europe 50 Index
CD Projekt, PKO BP, Bogdanka, Votum, Unibep, DataWalk: Changes in WSE indices.
PPKs: Lower participation rates in current stages
Small- and mid-cap companies news … 8
Boombit Games: Preliminary revenues in August amounted to PLN 11.9 million (+22% mom).
Comp, DataWalk: Sale to the Polish Police Headquarters
CI Games: The Company collected PLN 25.2 million from the equity issue; the CEO purchased 420,000 new shares (PLN 0.5 million)
Unibep: Redefining the strategy for Unihouse
Getin Noble: Management board member resigns
Idea Bank: Motion for receiver replacement
Idea Bank: Sale of a stake in IM planned
Dom Development: Stock goes ex-dividend (12M EFV adjusted accordingly)
Poland: capital market calendar … 11
DM BOÅš Coverage Universe … 14
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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