Rapidly growing CEE brokerage with over 50 stocks under coverage across CEE4 countries: Poland, Czechia, Hungary, Romania.
Rapidly growing CEE brokerage with over 50 stocks under coverage across CEE4 countries: Poland, Czechia, Hungary, Romania.
Ukraine agriculture updateLand market. According to Interfax.com.ua Ukrainian Parliament will resume proceeding on land market reform (2178-10 draft) on 18 February 2020, as still has to proceed on submitted amendments (in total over 4k amendments to few pages long draft were submitted). Current version of the draft includes changes proposed in December, namely limit on land concentration at 10k hectares and ban on land ownership for foreigners and foreign controlled entities unless it is change...
Overall we expect strong 4Q19E results in CD Projekt, while rather solid performance in PlayWay, Ten Square Games and 11 bit studios. We think especially CD Projekt’s 4Q19E results may stand out and bring positive surprise, as we suspect the consensus currently underestimates potential 4Q19E W3 sales (driven by Netflix’s TV series and launch on Nintendo Switch).