Report
Jakub Viscardi ...
  • Łukasz Prokopiuk
  • Maciej Wewiórski
  • Michał Sobolewski
  • Sobiesław Pająk
  • Sylwia Jaśkiewicz
  • Tomasz Rodak
  • Wojciech Romanowski
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Polish Equities Monthly: October 2019

As the 2Q19 earnings season on the WSE has finally closed down, it is the high time to plunge into the 2Q19 composite earnings numbers for our coverage universe (traditionally our analysis is based on the recurring (i.e., one-offs-adjusted) profit figures) in order to assess the current state of the companies’ earnings power and strive to draw some inferences for the future.

As we have already compiled our tentative expectations of the 3Q19 results for the companies in our coverage, in the latter part of this research we present also a sneak preview of what might be lurking in the corporate earnings for the 3rd quarter of 2019.

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.

Analysts
Jakub Viscardi

Łukasz Prokopiuk

Maciej Wewiórski

Michał Sobolewski

Sobiesław Pająk

Sylwia Jaśkiewicz

Tomasz Rodak

Wojciech Romanowski

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