A director at Asseco South Eastern Europe S.A. sold 20,000 shares at 50.500PLN and the significance rating of the trade was 67/100. 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 ...
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 … 3Orange PL: 3Q20 results’ showing – EBITDAaL slightly ahead ofexpectations, much weaker yoy organic FCF due to lack ofproceeds from real-estate disposal; very strong net adds in Fibreand post-paid mobileOrange PL: FY2020 guidance confirmed, strategy update in 2Q21PKN Orlen: 3Q20 results revealed; Stronger adjusted EBITDAafter considering the crude oil rotation effects, superb retail andenergy segment performance, Good cash flowPGNiG: Prelimina...
Conferences calendar … 2 Large-cap companies news … 3Asseco Poland, Comarch: 2 offers in KSI maintenance tender atZUS, a price war?CCC: 3Q20 financials in line with preliminary figures; drop ofprofitability at e-commerce, decent sales in OctoberSantander BP: Management on outlookMillennium: Management on outlookPlay: The European Commission grants consent to Iliad’s takeoverof PlayCD Projekt: Cyberpunk 2077 debut delayed by three weeks toDecember 10KGHM: Loan payment deadline extended by 1 year...
Headlines Conferences calendar … 2 Large-cap companies news … 3 KGHM: Production and sale volumes for May Orange PL: Social agreement with trade unions signed - basic salary increases in 2020 reduced from 3.5% to 1.0% Dino: PLN 160 million on two new distribution centres PKO BP: Return of early repaid consumer loans PZU: 1H20 financial report to come later Banks: Volume data for May Banks: BIK releases data for May sales of non-banking lenders Banks: April data shows growth in payments...
Headlines Conferences calendar … 2 Large-cap companies news … 3 KGHM: AGM accepts no dividend payment from FY19 profits ING BSK: Wider audience for accounting portal Banks: The senate tightens credit vacation proposals Banks: Press on deterioration of profitability in the sector Banks: Press on efforts to work out common approach to provisions Banks: Online conference on impact of coronavirus on banks Asset managers: PPK rollout in phase 2 to come in more demanding environment Small- a...
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...
Event: 1Q20 financial results’ forecast (last in a while quarter with such positive dynamics of EBIT?) + some thoughts on mid-term outlook (what might be the COVID-19 outbreak impact?). Asseco SEE will publish its 4Q19 financial results on April 29 (after the session’s close).
Headlines Large-cap companies news Pekao: Impact of pandemic on the Bank PKO BP: Management on impact of epidemic on the Bank Tauron: PLN 500 million financing obtained ING BSK: Online participation in upcoming AGM enabled Banks: Watchdog bans dividends from financial companies Banks: Moody's sees bank relief in counter-measures implemented Banks: Suspension of IFRS9 regulations? Banks: CRD V/CRR II legislation to be tackled in 3Q20 Banks: Short-term lenders fear consumer protection pr...
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