reports
- Research Team
DM BOŚ: Daily research report – date 29.10.2020
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...
CDR CD PROJEKT S.A.
PGN POLSKIE GORNICTWO NAFTOWE I GAZOWNICTWO SA
PZU POWSZECHNY ZAKLAD UBEZPIECZEN SPOLKA AKCYJNA
SPL SANTANDER BANK POLSKA SA
TPS ORANGE POLSKA S.A.
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
LPP LPP S.A.
CCC CCC SA
ASE ASSECO SOUTH EASTERN EUROPE S.A.
PGE PGE POLSKA GRUPA ENERGETYCZNA S.A.
IDA IDEA BANK SA
MRC MERCATOR MEDICAL
PLW PLAYWAY SA
- Research Team
DM BOŚ: Daily research report – date 27.10.2020
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: ...
- Research Team
DM BOŚ: Daily research report – date 23.10.2020
Conferences calendar … 2 Large-cap companies news … 3Play: Illiad to sell 60% of Play’s towers for Euro 804 million?Eurocash: 3Q20 results’ forecasts – no surprises expected - flatyoy adj EBITDA awaitedKGHM: Production and sale volumes for SeptemberPekao: CEO on outlookAzoty: CEO and CFO dismissedmBank: New CRO and supervisory board memberING BSK: Exit from cooperation with SkarbiecNon-banking lender: Situation at non-banking lenders Small- and mid-cap companies news … 9LSI Software: 3Q20 prel...
PEO BANK POLSKA KASA OPIEKI SA
BSK ING BANK SLASKI S.A.
KGH KGHM POLSKA MIEDZ S.A.
GTC GLOBE TRADE CENTRE S.A.
ASB ASBISC ENTERPRISES
LVC LIVECHAT SOFTWARE SA
IDA IDEA BANK SA
EUR EUROCASH S.A.
LSI LSI SOFTWARE SA
ATT GRUPA AZOTY SPOLKA AKCYJNA
KGL KORPORACJA KGL SA
PLY PLAY COMMUNICATIONS SA
- Research Team
DM BOŚ: Daily research report – date 21.10.2020
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 ...
- Research Team
DM BOŚ: Daily research report – date 6.10.2020
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...
- Research Team
DM BOŚ: Daily research report – date 14.07.2020
Headlines Conferences calendar … 2 Large-cap companies news … 3 JSW: Operating figures for 2Q20 revealed Azoty, PuÅ‚awy, Police: 2Q20 results preview PZU: TUW unit goes in line with sales plan PKN Orlen, Lotos: Green light for the merger with Lotos to be granted today? Utilities: URE refuses G-tariff increase Investment funds: Inflows continue in June Banks: Recovery plans to happen more often Banks: Macroprudential authority lower risk weight for corporate exposures Banks: New EU Cou...
- Research Team
DM BOŚ: Daily research report – date 8.07.2020
Headlines Large-cap companies news … 2 JSW: 2Q20 results preview PKN Orlen: Management outlook Pekao: Distribution of COSME guarantees mBank: Charges for the FX mortgage portfolio litigation to be booked in 2Q20 mBank: Commissioner for human rights joins FX mortgage borrowers in a landmark case Banks: Interest rate cuts to result in switch to riskier investments? Banks: Pressure on the bottom line to intansify Small- and mid-cap companies news … 6 Bogdanka: 2Q20 results preview Mercor...
PEO BANK POLSKA KASA OPIEKI SA
BDX BUDIMEX S.A.
NET NETIA HOLDINGS S.A.
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
LWB LUBELSKI WEGIEL BOGDANKA S.A.
JSW JASTRZEBSKA SPOLKA WEGLOWA S.A.
IDA IDEA BANK SA
LSI LSI SOFTWARE SA
MCR MERCOR SA
VIN GIELDA PRAW MAJATKOWYCH VINDEXUS S.A.
PLW PLAYWAY SA
TEN TEN SQUARE GAMES
ENE CENTRUM MEDYCZNE ENEL-MED SA
- Research Team
DM BOŚ: Daily research report – date 6.07.2020
Headlines Conferences calendar … 2 Large-cap companies news … 3 PGNiG: Update on CCGT investments PKO BP:Term deposits for corporate clients no longer offered Alior: PKN CEO on restructuring at Ruch Banks: FX mortgage litigation to take few years before uniform cases law is established Banks: Settlement of annulled FX mortgage contract increasingly important Banks: Court denies bank’s claims against FX mortgage borrowers Banks: Restructuring at Pesa yields first results Banks: Number o...
- Sobiesław Pająk
DM BOŚ: Daily research report – date 1.07.2020
Headlines Conferences calendar … 2 Large-cap companies news … 3 PGNiG: US$ 1.5 billion of compensation from Gazprom returned to PGNiG Dino: Agreement with Krot Invest prolonged for a next 5 years period PKN Orlen: 2Q20 publication date changed Lotos: PLN 1.0 per share dividend from FY19 profits accepted by AGM JSW: No dividend from FY19 profits accepted by AGM Pekao: New head of PR PKO BP: Insurance premium expected to grow by 1.5 billion in 5 year business plan Alior: Restructuring pr...
RON RONSON EUROPE
PGN POLSKIE GORNICTWO NAFTOWE I GAZOWNICTWO SA
PKO PKO BANK POLSKI S.A.
PZU POWSZECHNY ZAKLAD UBEZPIECZEN SPOLKA AKCYJNA
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
ZAP ZAKLADY AZOTOWE PULAWY S.A.
JSW JASTRZEBSKA SPOLKA WEGLOWA S.A.
LVC LIVECHAT SOFTWARE SA
IDA IDEA BANK SA
CMP COMP SAFE SUPPORT S.A.
LTS GRUPA LOTOS S.A.
LSI LSI SOFTWARE SA
11B 11 BIT STUDIOS S.A.
BNP BNP PARIBAS BANK POLSKA
DAT DATAWALK SA
ALR ALIOR BANK SA
DNP DINO POLSKA S.A.
- Research Team
DM BOŚ: Daily research report – date 30.06.2020
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™...
UNI UNIBEP S.A.
BDX BUDIMEX S.A.
KTY GRUPA KETY SA
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
GTN GETIN HOLDING
IDA IDEA BANK SA
ATT GRUPA AZOTY SPOLKA AKCYJNA
11B 11 BIT STUDIOS S.A.
BNP BNP PARIBAS BANK POLSKA
ALR ALIOR BANK SA
PLW PLAYWAY SA
TEN TEN SQUARE GAMES
UNT UNIMOT SA
- Research Team
DM BOŚ: Daily research report – date 29.06.2020
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...
- Research Team
DM BOŚ: Daily research report – date 15.06.2020
Headlines Conferences calendar … 2 Large-cap companies news … 3 Orange PL: Change at the CEO post in September Tauron: Changes in the management board on the horizon? Handlowy: Increase in pricelists for current accounts Banks: Problems at cooperative banks to strengthen? Banks: Amron on recent tightening of credit lending criteria Banks: New banks to join Blik payments system Banks: Decline in employment in the sector Banks: Credit vacations impact on the loan repayment Banks: Change...
- Research Team
DM BOŚ: Daily research report – date 12.06.2020
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...
- Research Team
DM BOŚ: Daily research report – date 10.06.2020
Headlines Large-cap companies news … 2 PGNiG: PLN 4 billion to be spent on OZE projects? JSW: COVID-19 – an update mBank: Insider obtaining shares in an incentive program Banks: Head of Supreme Court on a need to standardize court ruling in FX mortgage litigation Banks: Watchdog establishes a team dealing with cybersecurity threats in the financial system Banks: Review of current deposits rates Banks: ZBP calls for amendments to a credit vacations project Insurers: Head of insurers cham...
- Research Team
DM BOŚ: Daily research report – date 8.06.2020
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...
- Łukasz Prokopiuk
DM BOŚ: Daily research report – date 4.06.2020
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 ...
RON RONSON EUROPE
ACP ASSECO POLAND SA
PGN POLSKIE GORNICTWO NAFTOWE I GAZOWNICTWO SA
BSK ING BANK SLASKI S.A.
VRG VRG SA
KTY GRUPA KETY SA
OPF OPEN FINANCE S.A.
GNB GETIN NOBLE BANK SA
IDA IDEA BANK SA
CAR INTER CARS S.A.
LTS GRUPA LOTOS S.A.
LSI LSI SOFTWARE SA
CPS CYFROWY POLSAT SA
VIN GIELDA PRAW MAJATKOWYCH VINDEXUS S.A.
11B 11 BIT STUDIOS S.A.
BNP BNP PARIBAS BANK POLSKA
ALR ALIOR BANK SA
MRC MERCATOR MEDICAL
UNT UNIMOT SA
- Research Team
DM BOŚ: Daily research report – date 20.03.2020
Headlines Large-cap companies news JSW: 4Q19 results revealed; Results in line with expectations Tauron: 4Q19 preliminary figures released – EBITDA slightly above the expectations, EBIT and bottom line driven by write-off CCC: The Company’s management outlook LPP: The Company’s management outlook LPP: Insider buying PGNiG: 3.5% increase in distribution tariffs approved by URE Orange PL: Changes in the management team Cyfrowy Polsat: Insider buying Cyfrowy Polsat: Insider buying Pekao:...
PGN POLSKIE GORNICTWO NAFTOWE I GAZOWNICTWO SA
FTE FABRYKI MEBLI FORTE SA
TPS ORANGE POLSKA S.A.
GTN GETIN HOLDING
LPP LPP S.A.
CCC CCC SA
GTC GLOBE TRADE CENTRE S.A.
JSW JASTRZEBSKA SPOLKA WEGLOWA S.A.
IDA IDEA BANK SA
LSI LSI SOFTWARE SA
ETL EUROTEL SA
CPS CYFROWY POLSAT SA
TPE TAURON POLSKA ENERGIA S.A.
PCR PCC ROKITA SA
MRC MERCATOR MEDICAL
KGL KORPORACJA KGL SA
TOW TOWER INVESTMENTS SA
BSC BSC DRUKARNIA OPAKOWAN S.A.
PLW PLAYWAY SA
- Research Team
DM BOŚ: Daily research report – date 16.03.2020
Headlines Large-cap companies news Eurocash: Management outlook Dino: Management outlook LPP, CCC, VRG: Assessment of the impact of COVID19 PGE: PLN 7.1 billion impairments PKO BP: Branch in Slovakia to be launched soon PKO BP: Insider buying PKO BP: Supervisory board on the watchdog recommendation PZU: New CEO on dividends Kruk: CEO on pandemic impact Millennium: Insider buying ING BSK: Supervisory board member candidature. Banks: Pandemic effect on banking branch closures Banks: ...
PKO PKO BANK POLSKI S.A.
PZU POWSZECHNY ZAKLAD UBEZPIECZEN SPOLKA AKCYJNA
MIL BANK MILLENNIUM SA
BSK ING BANK SLASKI S.A.
VRG VRG SA
AGO AGORA S.A.
LPP LPP S.A.
CCC CCC SA
CIE CIECH S.A.
PGE PGE POLSKA GRUPA ENERGETYCZNA S.A.
IDA IDEA BANK SA
EUR EUROCASH S.A.
CLN CELON PHARMA SA
DNP DINO POLSKA S.A.
- Research Team
DM BOŚ: Daily research report – date 9.03.2020
Headlines Large-cap companies news CCC: Mediocre outlook for 1Q20. Lotos: Refining production slate for February revealed – poor production figures due to unplanned stoppages of coker unit Lotos: Expected synergies from merging with PKN? Pekao: CEO on outlook Pekao: Blackrock below 5% threshold Kruk: CEO on outlook PGNiG: Another drilling executed in Pakistan Tauron, Rafako: Jaworzno launch by the end of July Alior: Insider buying ING BSK: AGM called ING BSK: FY19 financial report co...
PEO BANK POLSKA KASA OPIEKI SA
KRU KRUK S.A.
RON RONSON EUROPE
PGN POLSKIE GORNICTWO NAFTOWE I GAZOWNICTWO SA
BSK ING BANK SLASKI S.A.
RFK FABRYKA KOTLOW RAFAKO S.A.
SNK STOMIL SANOK S.A.
AGO AGORA S.A.
CCC CCC SA
DOM DOM DEVELOPMENT SA
IDA IDEA BANK SA
LTS GRUPA LOTOS S.A.
TPE TAURON POLSKA ENERGIA S.A.
ALR ALIOR BANK SA
MRC MERCATOR MEDICAL
VOT VOTUM S.A.
- Research Team
DM BOŚ: Daily research report – date 13.01.2020
Headlines Large-cap companies news Kruk: Preliminary 4Q19 financial results Play: Increase of share capital in relation to incentive scheme PGNiG: Aiming at increasing shareholder value? JSW: Cumulating of investments require withdrawal from stability fund Tauron, Erbud: Tauron puts on hold the exhaust treatment installation Banks: Votum summarizes rulings in CHF mortgage matter for 2019 Banks: Troubles at PESA continue Banks: November loan sales weaker yoy Small- and mid-cap companies...
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