Report
Research Team
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DM BOŚ: Daily research report – date 7.09.2020

Headlines

Conferences calendar … 2

Large-cap companies news … 3

Bogdanka: Management outlook following 2Q20 results

Bogdanka: Hopes of remaining an independent coal mine?

CD Projekt: Analysts’ call takeaways; no more delays

CD Projekt: 4,650,800 warrants were allocated in the motivation program

Lotos: New management board member

Alior: Cooperation with T-Mobile runs its course

Banks: No contribution to borrower support fund

Banks: Statistics for court litigation on FX mortgage loans

Banks: ZBP on what could go wrong

Small- and mid-cap companies news … 7

DataWalk: 2Q20 preliminary results released – lowest gross loss since 18 quarters; the Company contracted PLN 15.7 million revenue for FY20 – 3.5x growth yoy

Forte: Tender offer up to 66% shares outstanding

Idea Bank: Watchdog and banking guarantee funds response to earlier Idea’s statements

COVID19: New cases and 7 days average trend

Poland: capital market calendar … 13

DM BOÅš Coverage Universe … 17

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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