A director at Decora S.A. sold 1,394 shares at 77.051PLN and the significance rating of the trade was 52/100. 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 years clearly show...
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 … 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 Large-cap companies news … 2 JSW, Bogdanka, Famur, PGG: Temporary closure of mines amid COVID-19 mBank: Bond repurchase results mBank: Shares granted in an incentive program mBank, Santander: Financing of the solar power plants PZU: Claims due to tornados in Kaniow Kruk: Insider selling Telecommunications services: Greater delay in 5G auction? Banks: Impact of interest rate cuts on NII Banks: Senate to work on a bill introducing credit vacations Banks: Instalment loans back ...
Headlines Large-cap companies news PKN Orlen: Model margins for March revealed JSW: Force majeure declared Ciech: Salt project in Germany update CCC: The Company’s management outlook Orange PL: Management on COVID-19 impact Dino: Shops openings in 1Q20 revealed PGE: Management outlook Tauron: Management outlook Pekao: Extended period for credit vacations PZU: Solvency report released ING BSK: AGM voted yesterday Banks: ZBP on further improvements in customers facilities Banks: Cost...
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...
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...
We maintain our Overweight ST market-relative bias for the Company and keep the LT fundamental recommendation at Hold. Decora’s 2Q19E financial results should be strong at the EBITDA line with lower dynamics at the NP line due to higher income tax. We hope to see better yoy results in FY19 which should stem from higher sales of more advanced products generating higher profitability and high demand for the construction materials in the region. A nice dividend stream should be maintained.
• Short term: positive attitude. Shares ↑, EM>DM, WIG20WIG20 • WIG20: S-T +10%; L-T WIG20 • Our thesis is that the market is currently in an ‘unreasonably cheap’ phase and we are only just ahead of a phase of doubt, especially in the segment of small companies. • The economic cycle is already behind its peak phase. • The upcoming slowdown will be a classic recession rather than a crisis. • Poland: slowdown in growth, especially in 2H19; strong consumption maintained (although s...
Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind...
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