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...
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...
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...
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...
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 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 ...
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.
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: ...
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...
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 ...
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