East Value Research

​We are a leading, management-owned research boutique with a focus on companies from Emerging Europe. Our role is that of an intermediary between companies on the one hand and investors on the other. Our research products are directly distributed to more than 200 mutual and pension funds, family offices and independent asset managers from Central and Eastern Europe, the German-speaking region, Scandinavia, France and UK. In addition, we publish our reports on platforms such as Bloomberg, Thomson Reuters, Capital IQ and PAP, thus ensuring that they are available to institutions from around the world. By organising roadshows and conferences, we provide investors with direct access to corporate decision makers. Our team consists of professionals with long capital market experience in both Western Europe and the CEE region.

Mateusz Pudlo
  • Mateusz Pudlo

Sector report Space

On 115 pages, the report provides information on the global space sector and on the most important players in this area in CEE/SEE.

Adrian Kowollik
  • Adrian Kowollik

Update on Warimpex Finanz- und Beteiligungs-AG

Warimpex is a developer and investor in mainly office and hotel properties in Poland, Germany and Hungary.

Adrian Kowollik
  • Adrian Kowollik

Update on Rainbow Tours S.A.

Rainbow Tours S.A. operates the 3rd largest travel operator in Poland and the 5th largest in Romania.

Adrian Kowollik
  • Adrian Kowollik

Update on Pepco Group NV

Pepco is a leading discount retailer with operations in CEE, SEE and Western Europe.

Adrian Kowollik
  • Adrian Kowollik

XTB S.A. - Summary of the meeting with the CFO

XTB is the No 1 retail broker in Poland and has operations in the EU, South America and Asia.

Mateusz Pudlo
  • Mateusz Pudlo

Sector report Space

On 115 pages, the report provides information on the global space sector and on the most important players in this area in CEE/SEE.

Adrian Kowollik
  • Adrian Kowollik

Update on the Polish Technology company Comp S.A.

Comp is market leader in the area of fiscal devices in Poland and Hungary and No 1 in IT security in Poland. A new product is the high-margin cloud-based modular platform M/Platform.

Adrian Kowollik
  • Adrian Kowollik

Update on the Polish gaming company Movie Games S.A.

Movie Games is a Polish developer of medium-budget simulation games and also acts as publisher. 97% of its yearly sales stem from abroad.

Adrian Kowollik
  • Adrian Kowollik

Initiating Coverage on Passus S.A.

Passus S.A., which besides Warsaw is also listed in Frankfurt, is a provider of IT security solutions and No 1 in Poland in the area of Network and Performance Management solutions. In the coming years, management's objective is to increase the share of foreign revenues to 50%. 

Adrian Kowollik
  • Adrian Kowollik

VIGO System S.A. - Initiating coverage

VIGO System S.A. is the global marke leader in the area of uncooled infrared detectors. The company's client list include among others NASA.

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