A director at Asseco Business Solutions S.A. sold 9,000 shares at 60.000PLN and the significance rating of the trade was 59/100. 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...
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....
Conferences calendar … 2 Large-cap companies news … 3PZU: No plans to sell Alior Bank stakeBanks: Factoring volume remains flat yoy in 1-3Q20Banks: Leasing declines by 15% yoy in 1-3Q20 Small- and mid-cap companies news … 4Asseco BS: 3Q20 results released – flattish yoy throughout theincome statement, moderately topping the expectationsGetin Noble: Fine for offering GetBack bondsIdea Bank: Getin Holding will not comply with watchdog requestVindexus: Rockbridge goes below 5% thresholdVindexus: ...
Conferences calendar … 2 Large-cap companies news … 3Banks: 3Q20E results’ preview summaryCD Projekt: Cyberpunk 2077 - pre-release updateEurocash: Tax liabilities reduced by PLN 35 millionNon-banking lenders: Press on situation in the industryDebt collectors: Commissioner for human rights wants changesto the lawBanks: BIK data for loan salesBanks: Deposit market prospectsBanks: Rising share of T-bonds in assetsSantander BP: 3Q20E results’ preview – income side suffers froma decline in NIIMillen...
Conferences calendar … 2 Large-cap companies news … 3mBank: 3Q20E results’ preview – revisiting legal risk costsAlior: 3Q20E results’ preview – a welcome reliefMillennium: 3Q20E results’ preview – legal risk bites againPKO BP: Updated MREL requirementsJSW: Bzie mine launch to be acceleratedOrange PL: Brand licensing agreement extended for 10 yearsperiod – rate 1.6% of retail revenues remains unchangedOrange PL: New data centre to be launched in 2021Eurocash: Supervisory board member appointed ...
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 PKO BP: Management on impact of the epidemic PKN Orlen: Fuel sales halved in the last weeks? JSW: Shortened time shifts to limit possible spreading of coronavirus JSW: Focus on sale intensification and operational and cost effectiveness Cyfrowy Polsat: Exclusivity to negotiate under the sale process of Interia LPP: Insider buying ING BSK: BFG confirms MREL targets Millennium: AGM voted on Friday Millennium: Three month credit vacation for customers B...
Headlines Large-cap companies news Pekao: Management on outlook KGHM: PLN 64 million of net impairment reversals to be booked in 4Q19 PKN Orlen, Energa: Focus on CCGT investments in Energa? PGNiG: New management board member PKO BP: Insider buying ING BSK: Supervisory board member steps down Banks: BFG contribution to resolution and deposit guarantee funds to grow at 15% yoy Small- and mid-cap companies news Asseco BS: (i) 4Q19 results released – strong (above the expectations), (ii) m...
Event: (i) 4Q19 results released – strong (above the expectations), (ii) management’s dividend proposal (disappointing – no return to 100% payouts). 4Q19 financial results Asseco BS released its 4Q19 financial results yesterday (February 27), after the session’s close.
Headlines Large-cap companies news Alior: Management on outlook PKN Orlen, Lotos: Deadline for decision of EC on merger with Lotos extended to June 30 PKN Orlen: Increases in salaries accepted by management mBank, PKN Orlen: Lawsuit for reimbursement of interchange fees mBank: FY19 financial report released mBank: AGM called, profits to be unallocated JSW: Reversal of impairments of Koksownia Radlin of PLN 189.8 million JSW: New management board member PKO BP: Insider buying Kruk: Adj...
Headlines Large-cap companies news Play: (i) 4Q19 results released (decent, yet unsurprising); (ii) FY20 management guidance (in line with expectations, perhaps with slightly positive flavour); (iii) CFO steps down Pekao: Pekao results’ review – meeting expectations, stronger than other income, but coupled with rising provisions PKN Orlen, Lotos: Visible increase in fuel taxes from March. PKN Orlen, Energa: Concentration motion regarding Energa submitted to EC KGHM: 6% increase in salaries...
Headlines Large-cap companies news Orange PL: 4Q19 results forecasts – EBITDAaL excl. real-estate disposal to show low single-digit yoy improvement Play: Award shares to three board members PGE: 450 MHz LTE communications network being considered to be built Lotos: PLN 100 million to be spent on fuel terminal expansion in Piotrków Trybunalski JSW: Supervisory board accepts cash withdrawal from stability fund Millennium: SOKiK maintains PLN 20 million fine mBank: Timeline for transaction ...
Event: 4Q19 financial results’ forecast, ST bias up to Overweight (on the back of (i) expected good quarterly showing, and (ii) nearing dividend proposal announcement). The financial results of Asseco BS for the 4th quarter of 2019 will be revealed on February 27 (after the close of the session).
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