reports
- MarketLine Department
Rovese SA - Company Profile and SWOT Analysis
Summary Rovese SA - Company Profile and SWOT Analysis, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Rovese SA (Rovese), formerly known as Cersanit SA, manufactures and sells bathroom furnishings and fittings. The company's product offerings include sanitary ceramics, bathtubs, taps, toilets, bathroom furnit...
Erbud S.A.: 1 director
A director at Erbud S.A. bought 10,000 shares at 5.500EUR and the significance rating of the trade was 56/100. 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 sho...
- Maciej Wewiórski
- Research Team
DM BOŚ: Daily research report – date 15.07.2020
Headlines Conferences calendar … 2 Large-cap companies news … 3 PKN Orlen, Lotos, PGNiG: EC gives PKN the conditional consent for takover of Lotos; PKN signs letter of intent with State Treasury for purchase of PGNiG Kruk: Management on outlook Tauron: Changes in the management board Santander BP: Registration of amendments to the bylaws in Court Register PZU: Answers provided to questions raised on the AGM Banks: CHF mortgage litigation provisions to make an appearance in 2Q20 Banks: I...
- Research Team
DM BOŚ: Daily research report – date 2.07.2020
Headlines Conferences calendar … 2 Large-cap companies news … 3 CCC: 2Q20 preliminary figures below our expectations; huge provisions/write-offs in 2H20E to improve the Group’s future profitability; needed additional capital at eobuwie.pl Cyfrowy Polsat: Disposal of cell tower infrastructure contemplated Orange PL: 5G services launched PGE: Turów completion likely to be delayed PKO BP: Leasing aftermarket to be launched today Pekao: Sale of DI Xelion Pension funds: Pension fund reform t...
- Research Team
Polish Equities Monthly: July 2020 Worlds apart
Polish Equities Monthly: July 2020 Worlds apart Nasdaq Composite at its all-time high (and +11.7% ytd) and S&P500 a tad in the positive territory from the ytd RoR perspective – that was the world of the stock market just a few days ago. It hardly reconciled not only with realistic, in our view, scenarios for the economic recovery (discussed in our previous Monthly research report, 6/2020/MR(59), dated May 19), but also with the mathematics of changes in the U.S. earnings expectations (the abru...
ACP ASSECO POLAND SA
CDR CD PROJEKT S.A.
SNK STOMIL SANOK S.A.
KGH KGHM POLSKA MIEDZ S.A.
TPS ORANGE POLSKA S.A.
NEU NEUCA SA
CIE CIECH S.A.
BAH BRITISH AUTOMOTIVE HOLDING
ASE ASSECO SOUTH EASTERN EUROPE S.A.
JSW JASTRZEBSKA SPOLKA WEGLOWA S.A.
LVC LIVECHAT SOFTWARE SA
CAR INTER CARS S.A.
ECH ECHO INVESTMENT
ABE AB SA
ERB ERBUD SA
CPS CYFROWY POLSAT SA
FRO FERRO S.A.
11B 11 BIT STUDIOS S.A.
VOX VOXEL SA
MRC MERCATOR MEDICAL
TOR TORPOL SA
PLY PLAY COMMUNICATIONS SA
CLN CELON PHARMA SA
DNP DINO POLSKA S.A.
TEN TEN SQUARE GAMES
UNT UNIMOT SA
- Research Team
DM BOŚ: Daily research report – date 5.06.2020
Headlines Conferences calendar … 2 Large-cap companies news … 3 PGNiG: Capex in 2020 at a similar level as in 2019 Orange PL: 2Q20 results to be lifted by release of provisioning on jubilee bonuses following deal with unions mBank: Management obtains shares in the incentive program PZU: Role of banks in the group Handlowy: AGM voted resolutions Funds flow: Industry insiders on funds flows in May Banks: ZBP on problems in the sector Banks: Challenges for the sector Debt collection: Dem...
PGN POLSKIE GORNICTWO NAFTOWE I GAZOWNICTWO SA
FTE FABRYKI MEBLI FORTE SA
BHW BANK HANDLOWY W WARSZAWIE S.A.
PZU POWSZECHNY ZAKLAD UBEZPIECZEN SPOLKA AKCYJNA
SNK STOMIL SANOK S.A.
TPS ORANGE POLSKA S.A.
LVC LIVECHAT SOFTWARE SA
ERB ERBUD SA
MCR MERCOR SA
TRK TRAKCJA POLSKA SA
VIN GIELDA PRAW MAJATKOWYCH VINDEXUS S.A.
DAT DATAWALK SA
MRC MERCATOR MEDICAL
KGL KORPORACJA KGL SA
UNT UNIMOT SA
ENE CENTRUM MEDYCZNE ENEL-MED SA
- Research Team
DM BOŚ: Daily research report – date 8.04.2020
Headlines Large-cap companies news Azoty, PuÅ‚awy, Police: 4Q19 results revealed; Azoty’s adjusted EBITDA broadly in line with expectations, poor results of PuÅ‚awy, very good cash flow triggered by extensive us of factoring Alior: Management on outlook PKN Orlen: No changes in planned capex despite impact of COVID-19, update on acquisitions PGE: 1Q20 results publication date changed PKO BP: 1Q20 financial report to come later Banks: Unified credit vacation offering? Insurers: Impact of ...
PKO PKO BANK POLSKI S.A.
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
ZAP ZAKLADY AZOTOWE PULAWY S.A.
CIE CIECH S.A.
GTC GLOBE TRADE CENTRE S.A.
JWC JW CONSTRUCTION HOLDING SA
BAH BRITISH AUTOMOTIVE HOLDING
PGE PGE POLSKA GRUPA ENERGETYCZNA S.A.
PCE ZAKLADY CHEMICZNE POLICE
ERB ERBUD SA
ATT GRUPA AZOTY SPOLKA AKCYJNA
BLO BLOOBER TEAM SA
ALR ALIOR BANK SA
MRC MERCATOR MEDICAL
PLW PLAYWAY SA
- Research Team
DM BOŚ: Daily research report – date 7.04.2020
Headlines Large-cap companies news Tauron: Contract with PGG to be renegotiated PZU: Ratings outlook dropped to stable ING BSK: Fitch upgrades ratings Kruk: 1Q20 financial report to be released later Banks: Banks tighten lending policies Banks: Demand for mortgage loans Banks: Data for penetration of mobile banking Banks: Press on tightening of lending policies Banks: Leasing slows down Small- and mid-cap companies news Erbud: 4Q19 results released. Ronson: Strong 1Q20 pre-sales. I...
RON RONSON EUROPE
PZU POWSZECHNY ZAKLAD UBEZPIECZEN SPOLKA AKCYJNA
BSK ING BANK SLASKI S.A.
AGO AGORA S.A.
GTC GLOBE TRADE CENTRE S.A.
DOM DOM DEVELOPMENT SA
CAR INTER CARS S.A.
CMP COMP SAFE SUPPORT S.A.
ERB ERBUD SA
VIN GIELDA PRAW MAJATKOWYCH VINDEXUS S.A.
TPE TAURON POLSKA ENERGIA S.A.
TEN TEN SQUARE GAMES
- Research Team
DM BOŚ: Daily research report – date 2.04.2020
Headlines Large-cap companies news Tauron: 4Q19 figures released – EBITDA in line with the preliminary showing, bottom line pulled down by massive write-offs PKN Orlen: Main PE3 unit finished in Unipetrol PGNiG: LNG infrastructure unit in KÅ‚ajpeda operated by PGNiG PKO BP: Higher collateral in mortgage lending Kruk: Bond buyback program launched Banks: Survey among companies on impact of the epidemic Listed companies: 2 more months for releasing 1Q20 and FY19 financial reports Banks: ...
- Research Team
ACP ASSECO POLAND SA
CDR CD PROJEKT S.A.
PKO PKO BANK POLSKI S.A.
SPL SANTANDER BANK POLSKA SA
MIL BANK MILLENNIUM SA
CMR COMARCH S.A.
VRG VRG SA
KGH KGHM POLSKA MIEDZ S.A.
AGO AGORA S.A.
NET NETIA HOLDINGS S.A.
LPP LPP S.A.
NEU NEUCA SA
ASB ASBISC ENTERPRISES
BAH BRITISH AUTOMOTIVE HOLDING
ASE ASSECO SOUTH EASTERN EUROPE S.A.
JSW JASTRZEBSKA SPOLKA WEGLOWA S.A.
CAR INTER CARS S.A.
EUR EUROCASH S.A.
LTS GRUPA LOTOS S.A.
ABE AB SA
LSI LSI SOFTWARE SA
ERB ERBUD SA
CIA CI GAMES SA
11B 11 BIT STUDIOS S.A.
VOX VOXEL SA
ICD ENERGA SA
PLY PLAY COMMUNICATIONS SA
BSC BSC DRUKARNIA OPAKOWAN S.A.
PLW PLAYWAY SA
MVP MARVIPOL DEVELOPMENT SA
MERCATOR MEDICAL SA
- Research Team
DM BOŚ: Daily research report – date 29.01.2020
Headlines Large-cap companies news Santander BP: Preliminary FY19 results’ review – 4Q19 ahead consensus numbers, while meeting our forecasts PKN Orlen, Energa: Tender offer price is a fair one? RBI: Provisions for FX mortgage cases created Banks: 4Q19E results summary – dragged down by a new class of provisions Banks: Factoring grows at 16% pace Banks: Pengab increases Banks: Pension funds equity allocation floor to be revamped Small- and mid-cap companies news Ferro: 4Q19 financial f...
SPL SANTANDER BANK POLSKA SA
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
GTC GLOBE TRADE CENTRE S.A.
JWC JW CONSTRUCTION HOLDING SA
BAH BRITISH AUTOMOTIVE HOLDING
ECH ECHO INVESTMENT
ERB ERBUD SA
MCR MERCOR SA
FRO FERRO S.A.
ICD ENERGA SA
MRC MERCATOR MEDICAL
CLN CELON PHARMA SA
TEN TEN SQUARE GAMES
- Sylwia Jaśkiewicz
DM BOŚ: Daily research report – date 28.01.2020
Headlines Large-cap companies news PKN Orlen: Management outlook PKO BP: 4Q19E results’ preview Pekao: 4Q19E results preview Alior: 4Q19E results preview – cost of risk expected to drop Alior: Fitch affirms ratings mBank: Stated owned firms among forerunners for takeover? Santander BP: 4Q19 results to come tomorrow - provisions to weight on results Small- and mid-cap companies news Famur: 4Q19 results preview KGL: 4Q19 results’ forecast Arctic Paper: Management outlook Erbud: Constr...
PEO BANK POLSKA KASA OPIEKI SA
PKO PKO BANK POLSKI S.A.
SPL SANTANDER BANK POLSKA SA
CMR COMARCH S.A.
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
GNB GETIN NOBLE BANK SA
FMF FAMUR SA
LSI LSI SOFTWARE SA
ERB ERBUD SA
ATC ARCTIC PAPER SA
DAT DATAWALK SA
ALR ALIOR BANK SA
MRC MERCATOR MEDICAL
KGL KORPORACJA KGL SA
- 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...
- Research Team
DM BOŚ, Research Report – Polish Equities Monthly: January 2020
Polish Equities Monthly: January 2020 Delivering the goods FY19 performance of our top potential out- and underperformers portfolio shows that acute stock selection accompanied by patience is capable of yielding satisfying rates of return also in periods when the broad stock market is not supportive, moving side-ways: last year our top potential out- and underperformers portfolio generated absolute positive rate of return (including intra-year month-on-month compounding effect, yet excluding t...
PKO PKO BANK POLSKI S.A.
UNI UNIBEP S.A.
SPL SANTANDER BANK POLSKA SA
CMR COMARCH S.A.
VRG VRG SA
SNK STOMIL SANOK S.A.
LPP LPP S.A.
NEU NEUCA SA
ASB ASBISC ENTERPRISES
BAH BRITISH AUTOMOTIVE HOLDING
ASE ASSECO SOUTH EASTERN EUROPE S.A.
CAR INTER CARS S.A.
EUR EUROCASH S.A.
LTS GRUPA LOTOS S.A.
ABE AB SA
LSI LSI SOFTWARE SA
ERB ERBUD SA
CIA CI GAMES SA
11B 11 BIT STUDIOS S.A.
MRC MERCATOR MEDICAL
PLY PLAY COMMUNICATIONS SA
BSC BSC DRUKARNIA OPAKOWAN S.A.
PLW PLAYWAY SA
TEN TEN SQUARE GAMES
VVD VIVID GAMES SA
MHD MILLENNIUM
- Research Team
DM BOŚ: Daily research report – date 7.01.2020
Headlines Large-cap companies news PKN Orlen: Model margins for December revealed Cyfrowy Polsat: Commercial rollout of 5G network Cyfrowy Polsat: UOKiK’s fine PGE: PLN 220-260 million provisioning in sales segment to be booked in 4Q19 PGE: GE/Polimex to build CCGT Dolna Odra for PLN 3.7 billion Banks: Court judges on Dziubak case Banks: No common approach to FX reserves so far Banks: Validity of cost of capital claims LPP: 4Q19 financial forecasts Small- and mid-cap companies news E...
- Research Team
DM BOŚ: Daily research report – date 10.12.2019
Headlines Large-cap companies news Pekao: Management on outlook Azoty, Police: 40% of issue rights utilized Kruk: Purchases of bad debt Banks: Contradictory case law on FX mortgages litigation Telecommunications services: Poland launches consultations ahead of 3.6 GHz frequency band auction Small- and mid-cap companies news Inter Cars: Weak sales in November 2019 Polnord: OFE PZU goes below 5% ownership threshold Erbud: New contract
- 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
- Jakub Viscardi
- Łukasz Prokopiuk
- Maciej Wewiórski
- Michał Sobolewski
- Sobiesław Pająk
- Sylwia Jaśkiewicz
- Tomasz Rodak
- Wojciech Romanowski
DM BOŚ: Daily research report – date 27.11.2019
Headlines Large-cap companies news Azoty: Worker layoffs in Siarkopol PKO BP, Pekao: Minister of State Assets sees rising share of State owned banks Pekao: Management on outlook Financials: Oversight on State owned financial companies to be shifted to Asset Ministry Banks: Bill on OFE system approved Small- and mid-cap companies news Ten Square Games: 3Q19 results released – in line with market consensus; record high monthly revenues in October Medicalgorithmics: 3Q19 financials in line...
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