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CD Projekt Cyberpunk2077’s release delayed till 17 September 2020
CD Projekt announced yesterday that delays the release of Cyberpunk 2077 game to 17 September 2020 from initially announced during 2019’s E3 16 April 2020.
Agriculture Ukraine Agriculture Sector Monthly
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...
Polish Video Game Developers 4Q19E result previews
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).
Grupa Kety 2020E Guidance Review
On 5 February 2020 Grupa Kety published 2020E guidance and preliminary 2020E DPS comment.2020E DPS comment - management plans to propose 85% payout (ca. PLN 26.1ps)
mBank 4Q19 Results Review
mBank reported net profit of PLN 116m (-67% q/q, -65%y/y) for 4Q19, 11% above consensus. The results were driven by:
