reports
Mercor S.A.: 1 director
A director at Mercor S.A. bought 19,761 shares at 24.000PLN and the significance rating of the trade was 61/100. 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 s...
- Research Team
DM BOŚ: Daily research report – date 15.09.2020
Headlines Conferences calendar … 2 Large-cap companies news … 3 PKO BP: Buyback in the cards? PKN: Tender for construction of hydrogene hub in Wloclawek CD Projekt: Resale update; 35.2% of resale target achieved Banks: KBS cooperative restructuring drags Small- and mid-cap companies news … 4 Famur: Bid for Primetech completed Mercor: Buyback continues Ronson: Buyback continues OEX: Insider buying Poland: capital market calendar … 6 DM BOŚ Coverage Universe … 10
- Maciej Wewiórski
- Research Team
DM BOŚ: Daily research report – date 14.07.2020
Headlines Conferences calendar … 2 Large-cap companies news … 3 JSW: Operating figures for 2Q20 revealed Azoty, PuÅ‚awy, Police: 2Q20 results preview PZU: TUW unit goes in line with sales plan PKN Orlen, Lotos: Green light for the merger with Lotos to be granted today? Utilities: URE refuses G-tariff increase Investment funds: Inflows continue in June Banks: Recovery plans to happen more often Banks: Macroprudential authority lower risk weight for corporate exposures Banks: New EU Cou...
- Research Team
DM BOŚ: Daily research report – date 8.07.2020
Headlines Large-cap companies news … 2 JSW: 2Q20 results preview PKN Orlen: Management outlook Pekao: Distribution of COSME guarantees mBank: Charges for the FX mortgage portfolio litigation to be booked in 2Q20 mBank: Commissioner for human rights joins FX mortgage borrowers in a landmark case Banks: Interest rate cuts to result in switch to riskier investments? Banks: Pressure on the bottom line to intansify Small- and mid-cap companies news … 6 Bogdanka: 2Q20 results preview Mercor...
PEO BANK POLSKA KASA OPIEKI SA
BDX BUDIMEX S.A.
NET NETIA HOLDINGS S.A.
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
LWB LUBELSKI WEGIEL BOGDANKA S.A.
JSW JASTRZEBSKA SPOLKA WEGLOWA S.A.
IDA IDEA BANK SA
LSI LSI SOFTWARE SA
MCR MERCOR SA
VIN GIELDA PRAW MAJATKOWYCH VINDEXUS S.A.
PLW PLAYWAY SA
TEN TEN SQUARE GAMES
ENE CENTRUM MEDYCZNE ENEL-MED SA
- Research Team
DM BOŚ: Daily research report – date 6.07.2020
Headlines Conferences calendar … 2 Large-cap companies news … 3 PGNiG: Update on CCGT investments PKO BP:Term deposits for corporate clients no longer offered Alior: PKN CEO on restructuring at Ruch Banks: FX mortgage litigation to take few years before uniform cases law is established Banks: Settlement of annulled FX mortgage contract increasingly important Banks: Court denies bank’s claims against FX mortgage borrowers Banks: Restructuring at Pesa yields first results Banks: Number o...
- Wojciech Romanowski
- 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
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...
- 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 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...
PKO PKO BANK POLSKI S.A.
MIL BANK MILLENNIUM SA
BSK ING BANK SLASKI S.A.
AGO AGORA S.A.
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
GTN GETIN HOLDING
LPP LPP S.A.
ASB ASBISC ENTERPRISES
ABS ASSECO BUSINESS SOLUTIONS
JSW JASTRZEBSKA SPOLKA WEGLOWA S.A.
CAR INTER CARS S.A.
OEX OEX SA
ECH ECHO INVESTMENT
LSI LSI SOFTWARE SA
MCR MERCOR SA
CPS CYFROWY POLSAT SA
VIN GIELDA PRAW MAJATKOWYCH VINDEXUS S.A.
MRC MERCATOR MEDICAL
CLN CELON PHARMA SA
BSC BSC DRUKARNIA OPAKOWAN S.A.
TEN TEN SQUARE GAMES
- Research Team
DM BOŚ: Daily research report – date 12.03.2020
Headlines Large-cap companies news Cyfrowy Polsat: 4Q19 results released – down-trend in like-for-like (accounting-standard-neutral) EBITDA fading away Lotos: 4Q19 results revealed; Adjusted EBITDA LIFO amounted to PLN 636 million (based on our adjustments), poor operating cash flow PGNiG: 4Q19 results revealed; In line with preliminary figures published earlier, stronger hedging than previously indicated PZU: FY19 financial report released Pekao: Group redundancies Santander BP: Group re...
RON RONSON EUROPE
PGN POLSKIE GORNICTWO NAFTOWE I GAZOWNICTWO SA
PKO PKO BANK POLSKI S.A.
FTE FABRYKI MEBLI FORTE SA
PZU POWSZECHNY ZAKLAD UBEZPIECZEN SPOLKA AKCYJNA
SPL SANTANDER BANK POLSKA SA
BSK ING BANK SLASKI S.A.
BDX BUDIMEX S.A.
AGO AGORA S.A.
JWC JW CONSTRUCTION HOLDING SA
EUR EUROCASH S.A.
LTS GRUPA LOTOS S.A.
FMF FAMUR SA
MCR MERCOR SA
CPS CYFROWY POLSAT SA
GPW WARSAW STOCK EXCHANGE
DNP DINO POLSKA S.A.
UNT UNIMOT SA
- Research Team
DM BOŚ: Daily research report – date 24.02.2020
Headlines Large-cap companies news PKN Orlen, Enea, Energa: Final decision regarding OstroÅ‚Ä™ka C project to be made by May 7? Alior: New pool of provisions for early repayment of retail loans Pekao: New management at subsidiaries Banks: Financial ombudsman on compensation for cost of capital Small- and mid-cap companies news Mercor: 4Q19 results released – flat yoy revenues but lower yoy profits Asbis: Sales for December revealed – strong double-digit growth 11 Bit: Sale of management...
- Research Team
DM BOŚ: Daily research report – date 20.02.2020
Headlines Large-cap companies news Lotos: Refining production slate for January revealed JSW: No changes in coal production ordered? JSW: Resignation of CEO of JSW Innowacje PZU: Mrs. Agatowska to head the life unit PGE: New management board set-up PGE: New CEO on strategic directions Banks: Changes in funding of local governments? Insurance: Car premiums under pressure in the sector Small- and mid-cap companies news Lena Lighting: 4Q19 preliminary results revealed – visibly below our...
- 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
- Wojciech Romanowski
- Research Team
DM BOŚ: Daily research report – date 14.01.2020
Headlines Large-cap companies news ING BSK: 4Q19E results – lower costs and impairment charges drive results PKN Orlen: Searching for technical advisor concerning wind farm project Banks: Press on deposits trends Banks: BIK data for December Banks: Pocztowy with PLN 11 million provisions for consumer lending Small- and mid-cap companies news Comarch: 4Q19 financial results’ forecast – yoy hike in profits? VRG: The Company’s management outlook Mercor: Value of orders collected in Decemb...
- Research Team
DM BOŚ: Daily research report – date 16.12.2019
Headlines Large-cap companies news Lotos, Azoty, Police: Lotos to participate in the PDH project PGNiG: Final Arbitrage against Gazprom verdict in February-March PGNiG, Tauron: No Government plans to merge PGNiG with Tauron? PKN Orlen: PLN 8-10 billion capex per annum? PKN Orlen: Moody’s rating perspective lowered to negative PKN Orlen: Hydrogen tanking station to be built in Poland in 2021. JSW: PLN 2 billion capex spent in 2019 Banks: State owned firms participate in mBank sale Banks...
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
JSW JASTRZEBSKA SPOLKA WEGLOWA S.A.
LTS GRUPA LOTOS S.A.
PCE ZAKLADY CHEMICZNE POLICE
ECH ECHO INVESTMENT
MCR MERCOR SA
ATT GRUPA AZOTY SPOLKA AKCYJNA
11B 11 BIT STUDIOS S.A.
TPE TAURON POLSKA ENERGIA S.A.
EGS ERGIS SA
- 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
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