reports
- Adrian Kowollik
- Adrian Kowollik
- Adrian Kowollik
- Adrian Kowollik
- Adrian Kowollik
- Adrian Kowollik
Voxel S.A.: 1 director
A director at Voxel S.A. sold 2,000 shares at 52.609PLN and the significance rating of the trade was 52/100. 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...
- Adrian Kowollik
- Adrian Kowollik
- Adrian Kowollik
- Sylwia Jaśkiewicz
- Sylwia Jaśkiewicz
- Sylwia Jaśkiewicz
- Research Team
DM BOŚ: Daily research report – date 26.06.2020
Headlines Conferences calendar … 2 Large-cap companies news … 3 CCC: Strategy update/ Sustainability strategy LPP: The Company’s management outlook; possible significant write-offs in 2Q20/21 CD Projekt: Positive previews after hands-on events. CD Projekt: Nigt City Wire: new trailer, new mechanic, Netflix show announced. PGNiG, PKN Orlen: Extension of gas contract PKN Orlen: Orlen China to be created in 2H20 Eurocash: Frisco purchase finalized PGE: 100 MW new windfarm launched Teleco...
CDR CD PROJEKT S.A.
PGN POLSKIE GORNICTWO NAFTOWE I GAZOWNICTWO SA
PKO PKO BANK POLSKI S.A.
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
GTN GETIN HOLDING
LPP LPP S.A.
CCC CCC SA
JWC JW CONSTRUCTION HOLDING SA
PGE PGE POLSKA GRUPA ENERGETYCZNA S.A.
CAR INTER CARS S.A.
EUR EUROCASH S.A.
LSI LSI SOFTWARE SA
VOX VOXEL SA
TOR TORPOL SA
KGL KORPORACJA KGL SA
- Sylwia Jaśkiewicz
Voxel: 1Q20 financials vs. forecasts
On June 25, after the market close, the Company revealed its 1Q20 financial results which exhibit a huge impact of the COVID-19 pandemic, albeit the reported operating results are better than our expectations (PLN 6.7 million of gain on the bargain purchase of Scanix). Nevertheless while adjusted they underperformed. Accordingly, we downgrade both our LT fundamental Buy recommendation and ST relative Overweight rating for the Company to Hold and Neutral, respectively, and remove Voxel’s shares ...
- 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 24.03.2020
Headlines Large-cap companies news Asseco Poland: (i) 4Q19 results released – no surprises (strong subs, weak parent), (ii) backlog (strong), (iii) dividend proposal (tad lower yoy) KGHM: Production and sale volumes for February CCC: Postponement of debt payment; suspension of factoring payment Tauron: Planned joint investments with PFR in renewables projects Telecommunications services: 5G tender on track Banks: Watchdog urges for more leeway in assessing the impact of the pandemic on re...
- Sylwia Jaśkiewicz
Voxel
4Q19 financial results On March 22, after the market close, Voxel released its 4Q19 financial results which are quite in line with our expectations as far as EBITDA is concerned, though slightly lower as regards NI mainly due to a one-off (PLN 0.5 million) and higher financial costs than we assumed (one-time valuation/a writeoff for loans and receivables in the amount of PLN 1.1 million).
- 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
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