reports
- Jakub Viscardi
- Jakub Viscardi
- Research Team
DM BOŚ: Daily research report – date 16.06.2020
Headlines Conferences calendar … 2 Large-cap companies news … 3 PGNiG: Compensation from Gazprom to arrive on July 1 LPP, CCC, VRG: PFR support Pekao: Supervisory board to select new CRO and head of audit today? Banks: Macro-prudential board on COVID19 related risks Banks: ZBP on banks’ problems Banks: Head of PFR on the banking sector consolidation Banks: Unification of approach to credit risk Funds flows: IZFiA data on mutual funds sales Small- and mid-cap companies news … 6 Eurote...
- Jakub Viscardi
Eurotel: 1Q20 results released – EBITDA broadly in line, NP pulled d...
Event: 1Q20 results released – EBITDA broadly in line, NP pulled down by revaluation of lease liabilities (IFRS 16). Yesterday after the session Eurotel released its 1Q20 consolidated financial results which came broadly in line with our forecasts at EBITDA and EBIT line. Nevertheless at NP line the Company’s earnings were pulled down by PLN 1.8 million negative impact stemming from revaluation of lease liabilities (IFRS 16).
- 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...
- Jakub Viscardi
- 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
- Jakub Viscardi
DM BOŚ: Daily research report – date 21.01.2020
Headlines Large-cap companies news JSW: 4Q19 results preview – poor coal mix, low coal sales and low coal prices JSW: Changes in the supervisory board Orange PL: CEO on the Company’s outlook Asseco Poland: Czech minister of transportation dismissed on the back of contract awarded to Asseco CE mBank, Pekao, PKO BP: Bids by Pekao and Apollo filed to Commerbank mBank, Millennium: Moody’s to review ratings due to impact of FX mortgage litigation on profitability Banks: Early repayment on the...
PEO BANK POLSKA KASA OPIEKI SA
ACP ASSECO POLAND SA
PKO PKO BANK POLSKI S.A.
MIL BANK MILLENNIUM SA
BDX BUDIMEX S.A.
TPS ORANGE POLSKA S.A.
PND POLNORD S.A.
LWB LUBELSKI WEGIEL BOGDANKA S.A.
JSW JASTRZEBSKA SPOLKA WEGLOWA S.A.
ETL EUROTEL SA
BLO BLOOBER TEAM SA
MDG MEDICALGORITHMICS SA
KGL KORPORACJA KGL SA
MVP MARVIPOL DEVELOPMENT SA
- Jakub Viscardi
- 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...
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
- Research Team
DM BOŚ: Daily research report – date 3.12.2019
Headlines Large-cap companies news Pekao: Press on new CEO at Pekao ING BSK: Issue of green bonds at mortgage arm Lotos: Cooperation with Toyota on hydrogen utilisation Banks: Value of a CEO Banks: Supreme Court ruling on CHF libor rate Small- and mid-cap companies news PlayWay: CEO on dividend Eurotel: Rockbridge TFI below 5% threshold Getin Holding: Carcade to sell stake in Idea Bank LiveChat: Interim dividend approved by the supervisory board Forte: Insider selling
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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