reports
- Research Team
WOOD Daily: ALWN GA; GPP PW; BFT PW; ACP PW; BDX PW; CPS PW; WPL PW; M...
HEADLINES: • Allwyn: over the hills and far away – from OPAP to Allwyn, and into growth (BUY - initiation of coverage) • Grupa Pracuj: 4Q25 results – adjusted EBITDA up 6% yoy, 6% above the consensus POSITIVE • Benefit Systems: net addition of 126.5k sports cards in 1Q26, solid growth in Poland POSITIVE • Asseco Poland: key takeaways from the 4Q25 results call NEUTRAL • Budimex: PLN 146m bid selected as most advantageous in Port Polska tender NEUTRAL • Budimex: signs PLN 261m tram depot contract...
- George Grigoriou
- Lukasz Wachelko
- CFA
Allwyn: over the hills and far away – from OPAP to Allwyn, and into gr...
We initiate coverage of Allwyn, which offers a unique combination of defensive lottery earnings, a highly cash-generative sportsbetting business through OPAP, and fast-growing US digital gaming exposure through PrizePicks, with a BUY and a price target (PT) of EUR 16.7/share, implying 28% upside from the current levels.
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