Report
Research Team
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DM BOŚ: Daily research report – date 8.10.2020

Headlines

Large-cap companies news … 2

KGHM: Sumitomo plans to sell its 45% stake in Sierra Gorda

Azoty, Lotos: Intercreditor agreement signed between all stakeholders of the PDH project

PGNiG: Interest in purchasing new heating assets in Poland and converting them into gas-based assets

PGE: 20% staff reduction at headquarters under voluntary leave program

PKN Orlen: 3Q20 publication date changes

PKO BP: IKO apps crosses 5 million active users threshold

PKO BP: AM arm seeks takeover of PKP employee fund

Banks: Bancassurance sales down in 1H20

Banks: Cash transactions on the wane

Banks: Mortgage demand for mortgages up by 5.4% yoy

Small- and mid-cap companies news … 5

Ronson: 3Q20 presale and hand-over volumes Ronson

Echo Investment: 3Q20 presale and hand-over volumes

Ten Square Games: Deputy CEO resigns – will join supervisory board

Getin Noble: Rating affirmed by Fitch

OEX: Insider buying

Poland: capital market calendar … 7

DM BOŚ Coverage Universe … 13

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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