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OEX S.A.: 1 director

A director at OEX S.A. bought 4,404 shares at 43.000PLN and the significance rating of the trade was 54/100. 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 showi...

Research Team
  • Research Team

DM BOŚ: Daily research report – date 28.09.2020

Headlines Conferences calendar … 2 Large-cap companies news … 3 PKN Orlen: 3Q20 results preview CD Projekt: Resale update; 92% of resale target achieved by Wednesday; resale terminated on Friday; members of the board acquired remaining shares in the motivation program Small- and mid-cap companies news … 6 Celon Pharma: Strong 2Q20 financials, above expectations Famur: Appeal to tax authorities successful Arctic Paper: Financing from NCBR secured OEX: Insider buying CI Games: Changes...

Research Team
  • Research Team

DM BOŚ: Daily research report – date 24.09.2020

Headlines Conferences calendar … 2 Large-cap companies news … 3 Lotos: Refining production slate for August revealed Cyfrowy Polsat: Sale of telco infrastructure as one of options under strategic review CD Projekt: 4,650,800 shares took up by the beneficiaries of 2016-2019 motivation program CD Projekt: Resale update; 83% of resale target achieved by Monday Small- and mid-cap companies news … 5 AB: 4Q19/20 results released – 30% yoy EPS growth (10% above expectations) coupled with positi...

Research Team
  • Research Team

DM BOŚ: Daily research report – date 14.09.2020

Headlines Large-cap companies news … 2 PKO BP: Management on outlook for the sector CD Projekt: Resale update; 27.3% of resale target achieved Asseco Poland: Delay of publication of 3Q20 results Banks: Another venue for arguing in FX mortgage clauses? Small- and mid-cap companies news … 4 Budimex: Contract with GDDKiA Celon Pharma: 1H20 financials on September 25 OEX: Insider buying COVID19: New cases and 7 days average trend Poland: capital market calendar … 9 DM BOŚ Coverage Univer...

Jakub Viscardi
  • Jakub Viscardi

OEX: 2Q20 results released – strong earnings, above our forecasts

2Q20 results released – strong earnings, above our forecasts

Jakub Viscardi
  • Jakub Viscardi

OEX: 51% stake in iPOS to be acquired

OEX: 51% stake in iPOS to be acquired.

Jakub Viscardi
  • Jakub Viscardi
Jakub Viscardi
  • Jakub Viscardi
Research Team
  • Research Team

DM BOŚ: Daily research report – date 23.03.2020

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...

Wojciech Romanowski
  • Wojciech Romanowski

DM BOŚ: Daily research report – date 27.01.2020

Headlines Large-cap companies news Cyfrowy Polsat: 4Q19 results’ forecast – down-trend in like-for-like (accounting-standard-neutral) EBITDA fading away? PGNiG: Operating figures regarding 4Q19 revealed PGNiG: Management outlook Ciech: CEO on soda ash price contracts CD Projekt: The Company received a positive tax interpretation regarding IP BOX Pekao: Mortgage arm to book PLN 35 million provisions Pekao: Financing of takeover at PLL LOT Pekao: Blackrock ups its stake over 5% threshold ...

Jakub Viscardi
  • Jakub Viscardi

OEX: 4Q19 results’ forecast

Event: 4Q19 results’ forecast. OEX will release its consolidated 4Q19 results in April. We expect a high-single-digit sales growth to be accompanied with double-digit yoy non-IFRS 16 EBITDA erosion on the back of Archidoc spin-off and weaker performance of sales support segment.

Tomasz Rodak
  • Tomasz Rodak

DM BOŚ: Daily research report – date 17.01.2020

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: ...

Research Team
  • Research Team

Polish Equities Monthly: December 2019; 2020 equity strategy: At a cri...

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...

BRE MBANK SA
PEO BANK POLSKA KASA OPIEKI SA
RON RONSON EUROPE
ACP ASSECO POLAND SA
CDR CD PROJEKT S.A.
PGN POLSKIE GORNICTWO NAFTOWE I GAZOWNICTWO SA
PKO PKO BANK POLSKI S.A.
UNI UNIBEP S.A.
FTE FABRYKI MEBLI FORTE SA
BHW BANK HANDLOWY W WARSZAWIE S.A.
SPL SANTANDER BANK POLSKA SA
MIL BANK MILLENNIUM SA
BSK ING BANK SLASKI S.A.
BDX BUDIMEX S.A.
CMR COMARCH S.A.
RFK FABRYKA KOTLOW RAFAKO S.A.
VRG VRG SA
SNK STOMIL SANOK S.A.
KTY GRUPA KETY SA
KGH KGHM POLSKA MIEDZ S.A.
TPS ORANGE POLSKA S.A.
PND POLNORD S.A.
AGO AGORA S.A.
NET NETIA HOLDINGS S.A.
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
LPP LPP S.A.
ZAP ZAKLADY AZOTOWE PULAWY S.A.
NEU NEUCA SA
CCC CCC SA
CIE CIECH S.A.
LEN LENA LIGHTING
GTC GLOBE TRADE CENTRE S.A.
DOM DOM DEVELOPMENT SA
JWC JW CONSTRUCTION HOLDING SA
ASB ASBISC ENTERPRISES
ABS ASSECO BUSINESS SOLUTIONS
BAH BRITISH AUTOMOTIVE HOLDING
ASE ASSECO SOUTH EASTERN EUROPE S.A.
LWB LUBELSKI WEGIEL BOGDANKA S.A.
PGE PGE POLSKA GRUPA ENERGETYCZNA S.A.
JSW JASTRZEBSKA SPOLKA WEGLOWA S.A.
LVC LIVECHAT SOFTWARE SA
CAR INTER CARS S.A.
CMP COMP SAFE SUPPORT S.A.
EUR EUROCASH S.A.
LTS GRUPA LOTOS S.A.
DCR DECORA
PCE ZAKLADY CHEMICZNE POLICE
OEX OEX SA
ECH ECHO INVESTMENT
FMF FAMUR SA
ABE AB SA
LSI LSI SOFTWARE SA
ETL EUROTEL SA
ERB ERBUD SA
MCR MERCOR SA
CIA CI GAMES SA
TRK TRAKCJA POLSKA SA
CPS CYFROWY POLSAT SA
ATT GRUPA AZOTY SPOLKA AKCYJNA
VIN GIELDA PRAW MAJATKOWYCH VINDEXUS S.A.
ATC ARCTIC PAPER SA
FRO FERRO S.A.
11B 11 BIT STUDIOS S.A.
TPE TAURON POLSKA ENERGIA S.A.
VOX VOXEL SA
MDG MEDICALGORITHMICS SA
ALR ALIOR BANK SA
PCR PCC ROKITA SA
MRC MERCATOR MEDICAL
KGL KORPORACJA KGL SA
PLY PLAY COMMUNICATIONS SA
TOW TOWER INVESTMENTS SA
CLN CELON PHARMA SA
DNP DINO POLSKA S.A.
BSC BSC DRUKARNIA OPAKOWAN S.A.
PLW PLAYWAY SA
TOA TOYA SA
TEN TEN SQUARE GAMES
UNT UNIMOT SA
ENE CENTRUM MEDYCZNE ENEL-MED SA
MVP MARVIPOL DEVELOPMENT SA
Jakub Viscardi ... (+8)
  • Jakub Viscardi
  • Łukasz Prokopiuk
  • Maciej Wewiórski
  • Michał Sobolewski
  • Sobiesław Pająk
  • Sylwia Jaśkiewicz
  • Tomasz Rodak
  • Wojciech Romanowski

DM BOŚ: Daily research report – date 20.11.2019

Headlines Large-cap companies news LPP: The Company's management outlook PKN Orlen: CEO on finalized pet-chem projects PGE: Ostrołęka project abandoned mBank: Business plan for Czech Republic and Slovakia Banks: Rising share of financial intermediaries in mortgage sales Banks: Participation rate in PPKs at 40% according to a survey Banks: Changes in FX buffers Banks: Press on MREL issuance Asset managers: Consultations with watchdog continue Asseco Poland: 3Q19 results’ forecast   ...

Ford Equity International Rating and Forecast Report

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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