A director at Marvipol Development SA bought 1,688,916 shares at 7.250PLN and the significance rating of the trade was 100/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two ...
Summary Dom Development SA - Company Profile and SWOT Analysis, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Dom Development SA (Dom Development) is a residential real estate property development and management company. The company carries out the development and sale of residential properties. Dom Developm...
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 Large-cap companies news … 2 PKN Orlen: Green bonds worth EUR 500 million to be issued Eurocash: UOKIK raise doubts over failure to duly account for services payments collected from suppliers Tauron: PLN 1 billion bond issue CD Projekt: Cyberpunk 2077 has gone gold Utilities: Strategy for heat sector in 1Q21 Utilities: Strategy for energy sector by the end of 2020 Banks: Financial Stability Committee afraid of credit crunch Banks: Takeover of Bank Nowy BFG in the cards? Small...
Headlines Large-cap companies news … 2 LPP: Germany’s business restructuring mBank: Court grants ability to withdraw from interest payments for group of borrowers in a class-action suit Banks: Planet cash decides on introducing caps to cash withdrawals Small- and mid-cap companies news … 3 Medicalgorithmics: Sales in May; up 20% mom, down 21% yoy Inter Cars: Expected sales recovery in June; FY20 results subject to the bonuses IPF: Short-term outlook Pocztowy: AGM adjourned, selects supe...
Headlines Large-cap companies news Handlowy: FY19 consolidated financial results released – small differences to earlier preliminary numbers Alior: Impact of the pandemic on the operations ING BSK: Head of corporate banking on current situation Azoty: Management outlook – update on COVID-19 Azoty: PLN -29 million one-off to impact FY19 results PKN Orlen: Energa tender offer deadline extended till April 22 Eurocash: Insider buying Banks: Head of ZBP on progress on recent initiatives. Ba...
Headlines Large-cap companies news Alior: Insider buying Kruk: Bond issuance Handlowy: Individual recommendation allows for 100% payouts mBank: Watchdog recommends retaining 95% of profits mBank: Class action suit to be retried in court Banks: New head and deputy of banking guarantee fund Small- and mid-cap companies news Marvipol Development: FY19 selected preliminary results released – broadly in line with our expectations J.W. Construction: FY19 selected preliminary results released...
Headlines Large-cap companies news Lotos: Refining production slate for January revealed JSW: No changes in coal production ordered? JSW: Resignation of CEO of JSW Innowacje PZU: Mrs. Agatowska to head the life unit PGE: New management board set-up PGE: New CEO on strategic directions Banks: Changes in funding of local governments? Insurance: Car premiums under pressure in the sector Small- and mid-cap companies news Lena Lighting: 4Q19 preliminary results revealed – visibly below our...
Headlines Large-cap companies news JSW: 4Q19 results preview – poor coal mix, low coal sales and low coal prices JSW: Changes in the supervisory board Orange PL: CEO on the Company’s outlook Asseco Poland: Czech minister of transportation dismissed on the back of contract awarded to Asseco CE mBank, Pekao, PKO BP: Bids by Pekao and Apollo filed to Commerbank mBank, Millennium: Moody’s to review ratings due to impact of FX mortgage litigation on profitability Banks: Early repayment on the...
Large-cap companies news CD Projekt: Cyberpunk 2077 delayed - ST market-relative bias down to Neutral KGHM: 2020 budget assumptions revealed Lotos: 2 new production licenses obtained in Norway Sea Lotos: CEO contest announced PKN Orlen: Mrs. I. Felczak-Poturnicka resigns from supervisory board mBank: Details of FX mortgage and consumer loans provisions Millennium: Details of FX mortgage provisions Banks: 4Q19 provisions for FX mortgage banks Small- and mid-cap companies news LiveChat: ...
Headlines Large-cap companies news LPP: 4Q19 preliminary financials in line with our forecasts Dino: Shops openings in 4Q19 revealed Santander BP: Provisions for FX mortgage book litigation Santander BP: Factoring risk sharing program with BGK Millennium: Group layoffs at the bank Asseco Poland: Aviva OFE decreases its stake (in wake of Cyfrowy Polsat’s bid) Small- and mid-cap companies news Ten Square Games: 4Q19 preliminary revenues revealed; 4Q19 results forecast Ten Square Games: ...
HeadlinesLarge-cap companies newsCD Projekt: Cyberpunk 2077 was featured during the Video Games Awards last night; a music from the game revealed in the video mBank: Strategy publishedPKN Orlen: Letter of intent with PESA regarding hydrogen utilizationPGNiG: Higher credit rating awardedPGNiG: Installation for drying off natural gas finalizedKGHM: Postulates for compensation for energy-intensive productionLotos: Management still estimating borne costs tied to the contaminated crude oilTauron: No ...
• We are positive about stock markets. Stocks ↑ • WIG > EM > SPX > EuroStoxx • The global economic cycle is close to the inflection point. • Central banks’ policy will support risky assets. • GPW is in the ‘risk search’ phase and a wave of optimism may have a dynamic impact on multiple re-rating. • The most important topic for 2020 on the GPW will be a significant increase in the capacity of domestic investors to purchase stocks. Inflows should send valuations up. • Poland:...
Polish Equities Monthly: December 2019 2020 equity strategy At a critical junction The US equity market is, in our view, at a crossroads at the moment. Whereas some of the economic leading indicators (UST curve, industrial production, ISM manufacturing PMI, US corporate profit margins), historically doing decent job in signaling stock market peaks, explicitly imply risk of looming change in the cyclical trend in US equities, the other key ones (ISM non-manufacturing PMI, trend in initial jobl...
Headlines Large-cap companies news Cyfrowy Polsat: Additional debt financing Cyfrowy Polsat: Withdrawal from the agreement regarding the implementation of the IT system by Huawei PKN Orlen: Fluor chosen as main contractor for olefin project PGNiG: Exploration activities in Ras al-Chajma PGNiG: Mr. J. Kwieciński to be chosen as new CEO? Tauron: Production on three new longwalls launched mBank: Simultaneous search for investor Pekao: Fixed rate mortgage in the offering next year Banks: ...
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