Full Article at IIR has reaffirmed its Recommended rating for PIA after undertaking a review post the appointment of a new Portfolio Manager, Harding Loevner. The full report can be found on the IIR website. On 26 July 2021, Pengana International Equities Limited (PIA) announced a fully franked dividend of 1.35 cents per share for the June quarter. This represents an 8% increase on the March quarter dividend and takes the total dividends declared for FY21 of 5.1 cents per share, fully franked....
Headlines Conferences calendar … 2 Large-cap companies news … 3 PKO BP: Departue from black energy financing ING BSK: No clearance for Joanna Erdman Kruk: Details of first tranche in a bond issue program Banks: ZBP on scenarios for the sector Banks: BIK on mortgage data in August Banks: Financial intermediaries sales data for 2Q20 Banks: Press on green energy polices at banks Telecommunications services: Possible reimbursement for banning Huawei as 5G network equipment supplier? Utili...
Headlines Conferences calendar … 2 Large-cap companies news … 3 Bogdanka: 2Q20 preliminary results revealed; below our expectations due to poor sale volumes Unimot: Sales for June revealed JSW: PLN 1.75 billion of anti-crisis shield compensation to be obtained? JSW: Asset impairments in 2Q20 likely to be booked due to COVID-19 PKN Orlen, Lotos: PLN 1-2 billion synergy effects per annum based purely on mutual crude oil purchases? PGE: CEO on the Company’s outlook mBank: Withdrawal of the...
Headlines Conferences calendar … 2 Large-cap companies news … 3 PKN Orlen, Lotos, PGNiG: EC gives PKN the conditional consent for takover of Lotos; PKN signs letter of intent with State Treasury for purchase of PGNiG Kruk: Management on outlook Tauron: Changes in the management board Santander BP: Registration of amendments to the bylaws in Court Register PZU: Answers provided to questions raised on the AGM Banks: CHF mortgage litigation provisions to make an appearance in 2Q20 Banks: I...
Headlines Large-cap companies news … 2 Pekao: Head of brokerage house on outlook PKN Orlen: Stock goes ex-dividend; 12M EFV adjusted accordingly Non banking lenders: Sales of loans still weak Banks: Bill for return of fees on early repaid loans to run north of PLN 1.5 billion Banks: Press on banking sector outlook Banks: Commissioner for Human rights on FX mortgage court cases Small- and mid-cap companies news … 4 Budimex: Strategic option review for the resi-development arm. Budimex: ...
Headlines Conferences calendar … 2 Large-cap companies news … 3 PKN Orlen, Lotos: European Commission to demand unacceptable requirements for merger? PGNiG: Another arbitrage against Gazporm possible? KGHM: Photovoltaic farm to be built in Legnica copper refinery JSW: Force majeure called off mBank: Court dismisses mBank appeal Millennium: Customers and financial ombudsman against the Bank and TU Europa Banks: Pricelists at banks on the rise Banks: Attorney general lodges a complaint a...
Headlines Large-cap companies news … 2 PKN Orlen: 2Q20 results preview Azoty: No dividend from FY19 profits accepted by AGM Pekao: Departing CRO on outlook Pekao: Introduction of BGK subsidies to the offering Alior: Supervisory board reshuffles the management board Banks: ZBP on Pengab Banks: Pricing adjustment at banks Small- and mid-cap companies news … 6 11 bit studios: Analyst meeting takeaways; P8 may debut later than previously assumed KÄ™ty: Insider selling – CEO sold 2,720 KÄ™...
Headlines Large-cap companies news … 2 Play: Cell towers to be put on sale? Cyfrowy Polsat: PLN 1.00 DPS to be voted by AGM on July 23 CD Projekt: AGM called on July 28 mBank: An appeal against suspension of installments Banks: Growth of CHF court cases at 400% yoy in April in Warsaw jurisdiction Banks: Industry insiders on the outlook Banks: PLN mortgages also threatened by lawsuits? Banks: Estimates of credit vacations numbers coming from the new bill Small- and mid-cap companies new...
Headlines Conferences calendar … 2 Large-cap companies news … 3 LPP: 1Q20/21 operating results in line with preliminary figures, NL higher than expected PGNiG: PLN 0.09 per share dividend from FY19 profits accepted by AGM Azoty: New supervisory board member CD Projekt: Management recommends no dividend payout CCC: 1H20 results on September 9 Santander BP: Court annuls FX mortgage agreement Alior: Non financial report available Millennium: First mortgage bonds issue to come in 2021 mBa...
Headlines Conferences calendar … 2 Large-cap companies news … 3 Grupa Azoty: Management outlook PGNiG: 10.6% decrease of gas price in new retail tariff to be in force in 2H20 Play: UOKiK’s consent to acquire Virgin Mobile Polska Eurocash: Group layoffs up to 1k during the next 2 years Tauron: Supervisory board member resignation Tauron, PGNIG: Exclusive talks on Tauron CiepÅ‚o disposal with PGNIG Pekao: New CRO selected Pekao: Non-financial information report released PKO BP: CEO on o...
Polish Equities Monthly: July 2020 Worlds apart Nasdaq Composite at its all-time high (and +11.7% ytd) and S&P500 a tad in the positive territory from the ytd RoR perspective – that was the world of the stock market just a few days ago. It hardly reconciled not only with realistic, in our view, scenarios for the economic recovery (discussed in our previous Monthly research report, 6/2020/MR(59), dated May 19), but also with the mathematics of changes in the U.S. earnings expectations (the abru...
Headlines Large-cap companies news … 2 PKN Orlen: DPS of PLN 1.0 per share accepted by AGM JSW: COVID-19 – an update Tauron: Changes in the supervisory board PZU: Purcharse of PFR bonds Pekao: Answers to shareholders questions Banks: Support for mortgage borrowers in Europe Banks: Watchdog maintains no dividends this year in banks Insurance: State help for delayed payments Small- and mid-cap companies news … 4 Inter Cars: 1Q20 financials in line with our forecasts; yet below the marke...
Headlines Conferences calendar … 2 Large-cap companies news … 3 PGNiG: Capex in 2020 at a similar level as in 2019 Orange PL: 2Q20 results to be lifted by release of provisioning on jubilee bonuses following deal with unions mBank: Management obtains shares in the incentive program PZU: Role of banks in the group Handlowy: AGM voted resolutions Funds flow: Industry insiders on funds flows in May Banks: ZBP on problems in the sector Banks: Challenges for the sector Debt collection: Dem...
Headlines Conferences calendar … 2 Large-cap companies news … 3 PGNiG: 1Q20 results revealed; Results in line with the preliminary figures published earlier, total hedging gains amounted to PLN 1.025 billion (not PLN 819 million), stronger than expected cash flows ING BSK: Impact of further interest rate cuts mBank: Insiders acquiring shares in an incentive program Alior: Share sale agreement closed Alior: Press on Ruch restructuring Lotos: Supervisory board accepts PDH project Cyfrowy ...
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